Vivo Capital, LLC
13F Reported Value
ⓘ$1.2B
Holdings
45
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Vivo Capital, LLC disclosed 45 positions worth $1.2B in its Form 13F-HR for Q1 2026, led by $ERAS (Erasca, Inc.) at 16.4% of the equity portfolio, followed by $PRAX and $TERN. During the quarter the fund opened 7 new positions and exited 9. The portfolio is most concentrated in Healthcare (98.1% of disclosed assets). All figures are sourced directly from Vivo Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1674712.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$196.6M12,151,480 sh - $109.2M338,895 sh
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Quality
$70.4M1,334,418 sh - —
Quality
$60.8M5,094,668 sh - 6.1
Quality
$55.7M2,667,569 sh - —
Quality
$50.5M9,545,466 sh - 26.9
Quality
$45.1M2,154,780 sh - —
Quality
$43.7M11,420,000 sh - —
Quality
$41.0M2,805,816 sh - —
Quality
$40.7M557,172 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Erasca, Inc.$ERAS | — | $196.6M | 12,151,480 |
 Praxis Precision Medicines, Inc.$PRAX | — | $109.2M | 338,895 |
 Terns Pharmaceuticals, Inc.$TERN | — | $70.4M | 1,334,418 |
 Trevi Therapeutics, Inc.$TRVI | — | $60.8M | 5,094,668 |
 DBV Technologies S.A.$DBVT | 6.1 | $55.7M | 2,667,569 |
 Compass Therapeutics, Inc.$CMPX | — | $50.5M | 9,545,466 |
 Tango Therapeutics, Inc.$TNGX | 26.9 | $45.1M | 2,154,780 |
 SAB Biotherapeutics, Inc.$SABS | — | $43.7M | 11,420,000 |
 Corvus Pharmaceuticals, Inc.$CRVS | — | $41.0M | 2,805,816 |
 BRIGHT MINDS BIOSCIENCES INC.$DRUG | — | $40.7M | 557,172 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Vivo Capital, LLC's 45 positions.
Showing top 10 of 45 holdings.
Sector Allocation
Healthcare
$1.2B
Other
$22.8M
Full Holdings — Vivo Capital, LLC (Q1 2026)
All 45 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 | $ERAS | Erasca, Inc. | $196.6M | 16.4% | +31% | — |
| 2 | $PRAX | Praxis Precision Medicines, Inc. | $109.2M | 9.1% | +3% | — |
| 3 | $TERN | Terns Pharmaceuticals, Inc. | $70.4M | 5.9% | -75% | — |
| 4 | $TRVI | Trevi Therapeutics, Inc. | $60.8M | 5.1% | +0% | — |
| 5 | $DBVT | DBV Technologies S.A. | $55.7M | 4.7% | +8% | 6.1 |
| 6 | $CMPX | Compass Therapeutics, Inc. | $50.5M | 4.2% | +0% | — |
| 7 | $TNGX | Tango Therapeutics, Inc. | $45.1M | 3.8% | +0% | 26.9 |
| 8 | $SABS | SAB Biotherapeutics, Inc. | $43.7M | 3.6% | +0% | — |
| 9 | $CRVS | Corvus Pharmaceuticals, Inc. | $41.0M | 3.4% | +26% | — |
| 10 | $DRUG | BRIGHT MINDS BIOSCIENCES INC. | $40.7M | 3.4% | +11% | — |
| 11 |  $SVA | SINOVAC BIOTECH LTD | $38.2M | 3.2% | +0% | — |
| 12 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $29.7M | 2.5% | +0% | 26.8 |
| 13 |  $DYN | Dyne Therapeutics, Inc. | $28.2M | 2.4% | -40% | — |
| 14 |  $ABVX | Abivax S.A. | $26.7M | 2.2% | -33% | — |
| 15 |  $NERV | Minerva Neurosciences, Inc. | $26.0M | 2.2% | +0% | — |
| 16 |  $ACRS | Aclaris Therapeutics, Inc. | $25.0M | 2.1% | -25% | 9.2 |
| 17 |  $ORIC | Oric Pharmaceuticals, Inc. | $23.4M | 1.9% | -13% | — |
| 18 |  $ANRO | Alto Neuroscience, Inc. | $23.3M | 1.9% | +0% | — |
| 19 | — | Sensei Biotherapeutics Inc | $22.8M | 1.9% | NEW | — |
| 20 |  $AVBP | ArriVent BioPharma, Inc. | $20.4M | 1.7% | NEW | — |
| 21 |  $LBRX | LB PHARMACEUTICALS INC | $19.7M | 1.6% | +0% | — |
| 22 |  $MANE | Veradermics, Inc | $18.9M | 1.6% | NEW | — |
| 23 |  $CAMP | Camp4 Therapeutics Corp | $18.7M | 1.6% | +0% | 23.3 |
| 24 |  $MLTX | MoonLake Immunotherapeutics | $18.6M | 1.6% | +0% | — |
| 25 |  $DSGN | Design Therapeutics, Inc. | $17.2M | 1.4% | +0% | — |
| 26 |  $COGT | Cogent Biosciences, Inc. | $16.3M | 1.4% | -82% | — |
| 27 |  $GERN | GERON CORP | $12.9M | 1.1% | -68% | — |
| 28 |  $UNCY | Unicycive Therapeutics, Inc. | $11.8M | 1.0% | +0% | — |
| 29 |  $ANTX | AN2 Therapeutics, Inc. | $10.8M | 0.9% | NEW | — |
| 30 |  $OLMA | Olema Pharmaceuticals, Inc. | $10.0M | 0.8% | +0% | — |
| 31 |  $SLNO | SOLENO THERAPEUTICS INC | $9.9M | 0.8% | -67% | 46.3 |
| 32 |  $EPRX | EUPRAXIA PHARMACEUTICALS INC. | $9.8M | 0.8% | +0% | — |
| 33 |  $OKUR | OnKure Therapeutics, Inc. | $8.0M | 0.7% | NEW | — |
| 34 |  $SRZN | Surrozen, Inc./DE | $7.6M | 0.6% | +0% | — |
| 35 |  $ALXO | ALX ONCOLOGY HOLDINGS INC | $6.4M | 0.5% | NEW | — |
| 36 |  $MNPR | Monopar Therapeutics | $5.0M | 0.4% | +0% | — |
| 37 |  $PEPG | PepGen Inc. | $4.1M | 0.3% | +0% | — |
| 38 |  $SERA | SERA PROGNOSTICS, INC. | $3.4M | 0.3% | +0% | 7.9 |
| 39 |  $TENX | TENAX THERAPEUTICS, INC. | $3.3M | 0.3% | +0% | — |
| 40 |  $VRDN | Viridian Therapeutics, Inc.\DE | $3.3M | 0.3% | -83% | 30.5 |
| 41 |  $TIL | Instil Bio, Inc. | $2.4M | 0.2% | +0% | — |
| 42 |  $KTTA | Pasithea Therapeutics Corp. | $1.6M | 0.1% | +0% | — |
| 43 |  $CMPS | COMPASS Pathways plc | $1.1M | 0.1% | NEW | — |
| 44 |  $BOLT | Bolt Biotherapeutics, Inc. | $292,553 | 0.0% | +0% | — |
| 45 |  $DTIL | PRECISION BIOSCIENCES INC | $25,713 | 0.0% | +0% | 3.9 |
New Positions (7)
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