BVF INC/IL
Sector Allocation
- Healthcare99.9%$3.9B
- Financials0.1%$5.3M
AUM History
13fpro.ai/research/fund/bvf-inc-il-1056807
Conviction and streaks
Concentrating · top 10 = 65.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
RVMD
$555.3MKYMR
$444.0MXOMA
$322.7MMLTX
$311.5MGHRS
$232.5MGPCR
$180.7MNKTR
$166.9MMIRM
$123.6MXNCR
$114.9MALKS
$112.9MGLUE
$108.0MCGEM
$104.7MPVLA
$102.8MZYME
$95.4MKURA
$92.7MIRON
$84.4MSTOK
$83.4MOLMA
$66.3MANNX
$49.7MCBIO
$49.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bvf-inc-il-1056807
BVF INC/IL 13F holdings — Q2 2026
$3.9B portfolio (+24.6% QoQ) · 44 holdings · Q2 2026 13F · top 10 are 66% of the stock portfolio
$555.3M
14.2% of stocks
+4%This quarter—Since Q-end—HeldAIQuality—Est. buy—$444.0M
11.3% of stocks
-30%This quarter—Since Q-end—HeldAIQuality8.8#2,884Est. buy—$322.7M
8.3% of stocks
+193%This quarter—Since Q-end—HeldAIQuality69.7#249Est. buy—$311.5M
8.0% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality—Est. buy—$232.5M
6.0% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality—Est. buy—$180.7M
4.6% of stocks
-3%This quarter—Since Q-end—HeldAIQuality—Est. buy—$166.9M
4.3% of stocks
-7%This quarter—Since Q-end—Held$123.6M
3.2% of stocks
-33%This quarter—Since Q-end—Held$114.9M
2.9% of stocks
No changeThis quarter—Since Q-end—Held$112.9M
2.9% of stocks
+8%This quarter—Since Q-end—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $555.3M | 14.2% | +4% | — | — | — | — | ||
| 2 | $444.0M | 11.3% | -30% | — | — | 8.8#2,884 | — | ||
| 3 | $322.7M | 8.3% | +193% | — | — | 69.7#249 | — | ||
| 4 | $311.5M | 8.0% | No change | — | — | — | — | ||
| 5 | $232.5M | 6.0% | No change | — | — | — | — | ||
| 6 | $180.7M | 4.6% | -3% | — | — | — | — | ||
| 7 | $166.9M | 4.3% | -7% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $123.6M | 3.2% | -33% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $114.9M | 2.9% | No change | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $112.9M | 2.9% | +8% | — | — | — | — |
All holdings — BVF INC/IL (Q2 2026)
44 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Monte Rosa Therapeutics, Inc. | Healthcare | $108.0M | 2.8% | 4.46M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Cullinan Therapeutics, Inc. | Healthcare | $104.7M | 2.7% | 5.75M | — | — | — | 13F | |
| 13 | PALVELLA THERAPEUTICS, INC. | Healthcare | $102.8M | 2.6% | 673K | -30% | — | — | 13F | |
| 14 | Zymeworks Inc. | Healthcare | $95.4M | 2.4% | 3.65M | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Kura Oncology, Inc. | Healthcare | $92.7M | 2.4% | 8.45M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Disc Medicine, Inc. | Healthcare | $84.4M | 2.2% | 1.15M | -9% | — | — | 13F | |
| 17 | Stoke Therapeutics, Inc. | Healthcare | $83.4M | 2.1% | 2.55M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Olema Pharmaceuticals, Inc. | Healthcare | $66.3M | 1.7% | 5.30M | — | — | — | 13F | |
| 19 | Annexon, Inc. | Healthcare | $49.7M | 1.3% | 8.70M | — | — | — | 13F | |
| 20 | CRESCENT BIOPHARMA, INC. | Healthcare | $49.5M | 1.3% | 2.75M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AC Immune SA | Healthcare | $47.2M | 1.2% | 19.82M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Tyra Biosciences, Inc. | Healthcare | $47.1M | 1.2% | 1.48M | -25% | — | — | 13F | |
| 23 | SUTRO BIOPHARMA, INC. | Healthcare | $41.6M | 1.1% | 1.25M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Immunocore Holdings plcadr | Healthcare | $41.1M | 1.1% | 1.29M | — | — | — | 13F | |
| 25 | Avalo Therapeutics, Inc. | Healthcare | $38.4M | 1.0% | 2.08M | +27% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $FDMT | 4D Molecular Therapeutics, Inc. | Healthcare | $38.3M | 1.0% | 2.88M | — | |||
| 27 | $QTTB | Q32 Bio Inc. | Healthcare | $29.9M | 0.8% | 2.35M | New | |||
| 28 | $AVR | Anteris Technologies Global Corp. | Healthcare | $29.6M | 0.8% | 3.00M | — | |||
| 29 | $FHTX | Foghorn Therapeutics Inc. | Healthcare | $28.5M | 0.7% | 5.84M | — | |||
| 30 | $ABSI | Absci Corp | Healthcare | $27.4M | 0.7% | 2.36M | New | |||
| 31 | $ELDN | Eledon Pharmaceuticals, Inc. | Healthcare | $24.8M | 0.6% | 6.29M | — | |||
| 32 | $IVVD | Invivyd, Inc. | Healthcare | $24.6M | 0.6% | 28.16M | +44% | |||
| 33 | $SGMT | Sagimet Biosciences Inc. | Healthcare | $19.3M | 0.5% | 2.50M | New | |||
| 34 | $OKUR | OnKure Therapeutics, Inc. | Healthcare | $14.8M | 0.4% | 3.24M | +64% | |||
| 35 | $IMUX | IMMUNIC, INC. | Healthcare | $11.8M | 0.3% | 765K | -90% | |||
| 36 | $XFOR | X4 Pharmaceuticals, Inc | Healthcare | $10.4M | 0.3% | 2.23M | — | |||
| 37 | $IMA | ImageneBio, Inc. | Healthcare | $6.5M | 0.2% | 1.11M | — | |||
| 38 | $TCRX | TScan Therapeutics, Inc. | Healthcare | $5.5M | 0.1% | 5.56M | — | |||
| 39 | $RACC | Research Alliance Corp III | Financials | $5.3M | 0.1% | 500K | New | |||
| 40 | $MOLN | MOLECULAR PARTNERS AG | Healthcare | $5.1M | 0.1% | 1.35M | — | |||
| 41 | $TENX | TENAX THERAPEUTICS, INC. | Healthcare | $4.9M | 0.1% | 340K | — | |||
| 42 | $ENTX | Entera Bio Ltd. | Healthcare | $4.3M | 0.1% | 2.42M | New | |||
| 43 | $IVA | Inventiva S.A. | Healthcare | $2.6M | 0.1% | 686K | — | |||
| 44 | $ENGN | enGene Therapeutics Inc. | Healthcare | $274K | 0.0% | 945K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 6 added to, 9 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (6)
Holdings by quarter
Every 13F BVF INC/IL has filed, 41 earlier quarters. Pick one to see what it held then.
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 $QTTB 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.
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