BVF INC/IL
13F Reported Value
ⓘ$3.9B
Holdings
44
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BVF INC/IL disclosed 44 positions worth $3.9B in its Form 13F-HR for Q2 2026, led by $RVMD (Revolution Medicines, Inc.) at 14.2% of the equity portfolio, followed by $KYMR and $XOMA. During the quarter the fund opened 5 new positions and exited 2 — including a new stake in $FIXX and a full exit from $CMPX. The portfolio is most concentrated in Healthcare (99.9% of disclosed assets). All figures are sourced directly from BVF INC/IL’s Form 13F-HR filing with the SEC under CIK 1056807.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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Quality
$555.3M2,965,160 sh - 28.4#2,557
Quality
$444.0M3,872,052 sh - 69.7#250
Quality
$322.7M7,593,303 sh - —
Quality
$311.5M16,001,284 sh - —
Quality
$232.5M8,650,158 sh - —
Quality
$180.7M3,366,823 sh - 9.7
Quality
$166.9M2,391,075 sh - 35.0
Quality
$123.6M1,056,027 sh - 11.6
Quality
$114.9M7,133,720 sh - —
Quality
$112.9M2,154,704 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Revolution Medicines, Inc.$RVMD | — | $555.3M | 2,965,160 |
 Kymera Therapeutics, Inc.$KYMR | 28.4#2,557 | $444.0M | 3,872,052 |
 XOMA Royalty Corp$XOMA | 69.7#250 | $322.7M | 7,593,303 |
 MoonLake Immunotherapeutics$MLTX | — | $311.5M | 16,001,284 |
 GH Research PLC$GHRS | — | $232.5M | 8,650,158 |
 Structure Therapeutics Inc.$GPCR | — | $180.7M | 3,366,823 |
 NEKTAR THERAPEUTICS$NKTR | 9.7 | $166.9M | 2,391,075 |
 Mirum Pharmaceuticals, Inc.$MIRM | 35.0 | $123.6M | 1,056,027 |
 Xencor Inc$XNCR | 11.6 | $114.9M | 7,133,720 |
 Alkermes plc.$ALKS | — | $112.9M | 2,154,704 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BVF INC/IL's 44 positions.
Showing top 10 of 44 holdings.
Sector Allocation
Healthcare
$3.9B
Financials
$5.3M
Full Holdings — BVF INC/IL (Q2 2026)
All 44 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RVMD | Revolution Medicines, Inc. | $555.3M | 14.2% | +4% | — |
| 2 | $KYMR | Kymera Therapeutics, Inc. | $444.0M | 11.3% | -30% | 28.4 |
| 3 | $XOMA | XOMA Royalty Corp | $322.7M | 8.3% | +193% | 69.7 |
| 4 | $MLTX | MoonLake Immunotherapeutics | $311.5M | 8.0% | +0% | — |
| 5 | $GHRS | GH Research PLC | $232.5M | 6.0% | +0% | — |
| 6 | $GPCR | Structure Therapeutics Inc. | $180.7M | 4.6% | -3% | — |
| 7 | $NKTR | NEKTAR THERAPEUTICS | $166.9M | 4.3% | -7% | 9.7 |
| 8 | $MIRM | Mirum Pharmaceuticals, Inc. | $123.6M | 3.2% | -33% | 35 |
| 9 | $XNCR | Xencor Inc | $114.9M | 2.9% | +0% | 11.6 |
| 10 | $ALKS | Alkermes plc. | $112.9M | 2.9% | +8% | — |
| 11 |  $GLUE | Monte Rosa Therapeutics, Inc. | $108.0M | 2.8% | +0% | 30.3 |
| 12 |  $CGEM | Cullinan Therapeutics, Inc. | $104.7M | 2.7% | +0% | — |
| 13 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $102.8M | 2.6% | -30% | — |
| 14 |  $ZYME | Zymeworks Inc. | $95.4M | 2.4% | -2% | 8.7 |
| 15 |  $KURA | Kura Oncology, Inc. | $92.7M | 2.4% | +0% | 27.6 |
| 16 |  $IRON | Disc Medicine, Inc. | $84.4M | 2.2% | -9% | — |
| 17 |  $STOK | Stoke Therapeutics, Inc. | $83.4M | 2.1% | +0% | 24.9 |
| 18 |  $OLMA | Olema Pharmaceuticals, Inc. | $66.3M | 1.7% | +0% | — |
| 19 |  $ANNX | Annexon, Inc. | $49.7M | 1.3% | +0% | — |
| 20 |  $CBIO | CRESCENT BIOPHARMA, INC. | $49.5M | 1.3% | +0% | 9.6 |
| 21 |  $ACIU | AC Immune SA | $47.2M | 1.2% | +0% | — |
| 22 |  $TYRA | Tyra Biosciences, Inc. | $47.1M | 1.2% | -25% | — |
| 23 |  $STRO | SUTRO BIOPHARMA, INC. | $41.6M | 1.1% | +0% | 15.3 |
| 24 |  $IMCR | Immunocore Holdings plc | $41.1M | 1.1% | +0% | — |
| 25 |  $AVTX | Avalo Therapeutics, Inc. | $38.4M | 1.0% | +27% | 11.7 |
| 26 |  $FDMT | 4D Molecular Therapeutics, Inc. | $38.3M | 1.0% | +0% | 34.5 |
| 27 |  $FIXX | Q32 Bio Inc. | $29.9M | 0.8% | NEW | 36.4 |
| 28 |  $AVR | Anteris Technologies Global Corp. | $29.6M | 0.8% | +0% | — |
| 29 |  $FHTX | Foghorn Therapeutics Inc. | $28.5M | 0.7% | +0% | 16.1 |
| 30 |  $ABSI | Absci Corp | $27.4M | 0.7% | NEW | 7 |
| 31 |  $ELDN | Eledon Pharmaceuticals, Inc. | $24.8M | 0.6% | +0% | — |
| 32 |  $IVVD | Invivyd, Inc. | $24.6M | 0.6% | +44% | 29.7 |
| 33 |  $SGMT | Sagimet Biosciences Inc. | $19.3M | 0.5% | NEW | — |
| 34 |  $OKUR | OnKure Therapeutics, Inc. | $14.8M | 0.4% | +64% | — |
| 35 |  $IMUX | IMMUNIC, INC. | $11.8M | 0.3% | -90% | — |
| 36 |  $XFOR | X4 Pharmaceuticals, Inc | $10.4M | 0.3% | +0% | 28 |
| 37 |  $IMA | ImageneBio, Inc. | $6.5M | 0.2% | +0% | 6.6 |
| 38 |  $TCRX | TScan Therapeutics, Inc. | $5.5M | 0.1% | +0% | 13.9 |
| 39 |  $RACC | Research Alliance Corp III | $5.3M | 0.1% | NEW | — |
| 40 |  $MOLN | MOLECULAR PARTNERS AG | $5.1M | 0.1% | +0% | — |
| 41 |  $TENX | TENAX THERAPEUTICS, INC. | $4.9M | 0.1% | +0% | — |
| 42 |  $ENTX | Entera Bio Ltd. | $4.3M | 0.1% | NEW | — |
| 43 |  $IVA | Inventiva S.A. | $2.6M | 0.1% | +0% | — |
| 44 |  $ENGN | enGene Therapeutics Inc. | $274,072 | 0.0% | +0% | — |
New Positions (5)
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