Funds › BVF Inc
BVF Inc
13F for Q2 2026, filed Aug 14, 2026. 44 positions worth $3.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | RVMD Revolution Medicines, Inc. | 2.97M | $555.3M | 14.2% | +3.8% | 13F ↗ |
| 2 | KYMR Kymera Therapeutics, Inc. | 3.87M | $444.0M | 11.4% | -29.6% | 13F ↗ |
| 3 | Xoma Royalty Corporation | 7.59M | $322.7M | 8.3% | +193% | 13F ↗ |
| 4 | MLTX MoonLake Immunotherapeutics | 16.00M | $311.5M | 8.0% | Unchanged | 13F ↗ |
| 5 | GHRS GH Research PLC | 8.65M | $232.5M | 5.9% | Unchanged | 13F ↗ |
| 6 | GPCR Structure Therapeutics Inc. | 3.37M | $180.7M | 4.6% | -2.7% | 13F ↗ |
| 7 | NKTR Nektar Therapeutics | 2.39M | $166.9M | 4.3% | -6.6% | 13F ↗ |
| 8 | MIRM Mirum Pharmaceuticals, Inc. | 1.06M | $123.6M | 3.2% | -33.4% | 13F ↗ |
| 9 | XNCR Xencor, Inc. | 7.13M | $114.9M | 2.9% | Unchanged | 13F ↗ |
| 10 | ALKS Alkermes plc | 2.15M | $112.9M | 2.9% | +7.7% | 13F ↗ |
| 11 | GLUE Monte Rosa Therapeutics, Inc. | 4.46M | $108.0M | 2.8% | Unchanged | 13F ↗ |
| 12 | CGEM Cullinan Therapeutics, Inc. | 5.75M | $104.7M | 2.7% | Unchanged | 13F ↗ |
| 13 | PVLA Palvella Therapeutics, Inc. | 672,789 | $102.8M | 2.6% | -30.0% | 13F ↗ |
| 14 | ZYME Zymeworks Inc. | 3.65M | $95.4M | 2.4% | -2.3% | 13F ↗ |
| 15 | KURA Kura Oncology, Inc. | 8.45M | $92.7M | 2.4% | Unchanged | 13F ↗ |
| 16 | IRON Disc Medicine, Inc. | 1.15M | $84.4M | 2.2% | -9.3% | 13F ↗ |
| 17 | STOK Stoke Therapeutics, Inc. | 2.55M | $83.4M | 2.1% | Unchanged | 13F ↗ |
| 18 | OLMA Olema Oncology, Inc. | 5.30M | $66.3M | 1.7% | Unchanged | 13F ↗ |
| 19 | ANNX Annexon, Inc. | 8.70M | $49.7M | 1.3% | Unchanged | 13F ↗ |
| 20 | CBIO Crescent Biopharma, Inc. | 2.75M | $49.5M | 1.3% | Unchanged | 13F ↗ |
| 21 | ACIU AC Immune SA | 19.82M | $47.2M | 1.2% | Unchanged | 13F ↗ |
| 22 | TYRA Tyra Biosciences, Inc. | 1.48M | $47.1M | 1.2% | -25.3% | 13F ↗ |
| 23 | STRO Sutro Biopharma, Inc. | 1.25M | $41.6M | 1.1% | Unchanged | 13F ↗ |
| 24 | IMCR Immunocore Holdings plc · ADR | 1.29M | $41.1M | 1.1% | Unchanged | 13F ↗ |
| 25 | AVTX Avalo Therapeutics, Inc. | 2.08M | $38.4M | 1.0% | +27.1% | 13F ↗ |
| 26 | FDMT 4D Molecular Therapeutics, Inc. | 2.88M | $38.3M | 1.0% | Unchanged | 13F ↗ |
| 27 | QTTB Q32 Bio Inc. | 2.35M | $29.9M | 0.8% | New | 13F ↗ |
| 28 | AVR Anteris Technologies Global Corp. | 3.00M | $29.6M | 0.8% | Unchanged | 13F ↗ |
| 29 | FHTX Foghorn Therapeutics Inc. | 5.84M | $28.5M | 0.7% | Unchanged | 13F ↗ |
| 30 | ABSI Absci Corporation | 2.36M | $27.4M | 0.7% | New | 13F ↗ |
| 31 | ELDN Eledon Pharmaceuticals, Inc. | 6.29M | $24.8M | 0.6% | Unchanged | 13F ↗ |
| 32 | IVVD Invivyd, Inc. | 28.16M | $24.6M | 0.6% | +44.3% | 13F ↗ |
| 33 | SGMT Sagimet Biosciences Inc. | 2.50M | $19.3M | 0.5% | New | 13F ↗ |
| 34 | OKUR OnKure Therapeutics, Inc. | 3.24M | $14.8M | 0.4% | +63.5% | 13F ↗ |
| 35 | IMUX Immunic, Inc. | 765,295 | $11.8M | 0.3% | New | 13F ↗ |
| 36 | XFOR X4 Pharmaceuticals, Inc. | 2.23M | $10.4M | 0.3% | Unchanged | 13F ↗ |
| 37 | IMA ImageneBio, Inc. | 1.11M | $6.5M | 0.2% | Unchanged | 13F ↗ |
| 38 | TCRX TScan Therapeutics, Inc. | 5.56M | $5.5M | 0.1% | Unchanged | 13F ↗ |
| 39 | RACC Research Alliance Corporation III | 500,000 | $5.3M | 0.1% | New | 13F ↗ |
| 40 | MOLN Molecular Partners AG · ADR | 1.35M | $5.1M | 0.1% | Unchanged | 13F ↗ |
| 41 | TENX Tenax Therapeutics, Inc. | 339,549 | $4.9M | 0.1% | Unchanged | 13F ↗ |
| 42 | ENTX Entera Bio Ltd. | 2.42M | $4.3M | 0.1% | New | 13F ↗ |
| 43 | IVA Inventiva S.A. · ADR | 686,040 | $2.6M | 0.1% | Unchanged | 13F ↗ |
| 44 | ENGNW enGene Therapeutics Inc. · Spac Combination | 945,402 | $274.1K | <0.1% | New | 13F ↗ |
Changes since Q1 2026
7 new, 6 added to, 8 trimmed, 4 exited, 23 unchanged. By estimated dollars.
New positions (7)
| QTTB Q32 Bio Inc. | 2.35M | New | $29.9M |
| ABSI Absci Corporation | 2.36M | New | $27.4M |
| SGMT Sagimet Biosciences Inc. | 2.50M | New | $19.3M |
| IMUX Immunic, Inc. | 765,295 | New | $11.8M |
| RACC Research Alliance Corporation III | 500,000 | New | $5.3M |
| ENTX Entera Bio Ltd. | 2.42M | New | $4.3M |
| ENGNW enGene Therapeutics Inc. · Spac Combination | 945,402 | New | $274.1K |
Added to (6)
Trimmed (8)
| KYMR Kymera Therapeutics, Inc. | 3.87M | -29.6% | -$187.0M |
| MIRM Mirum Pharmaceuticals, Inc. | 1.06M | -33.4% | -$61.9M |
| PVLA Palvella Therapeutics, Inc. | 672,789 | -30.0% | -$44.0M |
| TYRA Tyra Biosciences, Inc. | 1.48M | -25.3% | -$16.0M |
| NKTR Nektar Therapeutics | 2.39M | -6.6% | -$11.8M |
| IRON Disc Medicine, Inc. | 1.15M | -9.3% | -$8.7M |
| GPCR Structure Therapeutics Inc. | 3.37M | -2.7% | -$5.0M |
| ZYME Zymeworks Inc. | 3.65M | -2.3% | -$2.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer