Q1 2026 · 13F-HR
BVF INC/ILholdings as filed
Filed 2026-05-15 · accession 0000921895-26-001382
$3.14B
Reported value
41
Positions
2026-03-31
Period end
The Brief · BVF INC/IL · Q1 2026
AI · grounded in 13F
BVF INC/IL closed its position in ABVX for a reduction of $68.51M. The fund established new positions in ALKS for $70.72M and STRO for $31.18M. Additionally, the fund increased its holdings in IRON by 95.74% and NKTR by 64.12%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $458.3M | 14.6% | 5,502,710 | Common | SHARED |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $298.3M | 9.50% | 16,001,284 | Common | SHARED |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $277.8M | 8.85% | 2,856,782 | Common | SHARED |
| 640268306 | NKTR | NEKTAR THERAPEUTICS | $184.2M | 5.87% | 2,559,595 | Common | SHARED |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $166.7M | 5.31% | 3,459,358 | Common | SHARED |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $146.4M | 4.66% | 1,584,727 | Common | SHARED |
| G3855L106 | GHRS | GH RESEARCH PLC | $121.6M | 3.87% | 8,650,158 | Common | SHARED |
| 697947109 | PVLA | PALVELLA THERAPEUTICS INC NE | $119.8M | 3.82% | 960,989 | Common | SHARED |
| 98985Y108 | ZYME | ZYMEWORKS INC | $93.5M | 2.98% | 3,734,142 | Common | SHARED |
| 98401F105 | XNCR | XENCOR INC | $86.0M | 2.74% | 7,133,720 | Common | SHARED |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $82.9M | 2.64% | 2,547,557 | Common | SHARED |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $81.7M | 2.60% | 5,750,683 | Common | SHARED |
| 254604101 | IRON | DISC MEDICINE INC | $81.4M | 2.59% | 1,272,312 | Common | SHARED |
| 98419J206 | XOMA | XOMA ROYALTY CORPORATION | $81.3M | 2.59% | 2,590,303 | Common | SHARED |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $79.0M | 2.52% | 5,295,893 | Common | SHARED |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $75.7M | 2.41% | 1,976,196 | Common | SHARED |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $73.4M | 2.34% | 4,460,886 | Common | SHARED |
| G01767105 | ALKS | ALKERMES PLC | $70.7M | 2.25% | 2,000,000 | Common | SHARED |
| 50127T109 | KURA | KURA ONCOLOGY INC | $68.7M | 2.19% | 8,445,769 | Common | SHARED |
| H00263105 | ACIU | AC IMMUNE SA | $54.5M | 1.74% | 19,822,436 | Common | SHARED |
| G2545C104 | CBIO | CRESCENT BIOPHARMA INC. | $50.5M | 1.61% | 2,748,763 | Common | SHARED |
| 03589W102 | ANNX | ANNEXON INC | $48.2M | 1.54% | 8,698,173 | Common | SHARED |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $41.1M | 1.31% | 7,764,842 | Common | SHARED |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $39.0M | 1.24% | 1,294,463 | Common | SHARED |
| 81734D104 | SEPN | SEPTERNA INC | $32.5M | 1.04% | 1,353,249 | Common | SHARED |
| 869367201 | STRO | SUTRO BIOPHARMA INC | $31.2M | 0.99% | 1,251,788 | Common | SHARED |
| 344174107 | FHTX | FOGHORN THERAPEUTICS INC | $27.9M | 0.89% | 5,842,000 | Common | SHARED |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $26.8M | 0.85% | 2,879,289 | Common | SHARED |
| 00534A102 | IVVD | INVIVYD INC | $25.4M | 0.81% | 19,525,000 | Common | SHARED |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $24.4M | 0.78% | 1,632,845 | Common | SHARED |
| 28617K101 | ELDN | ELEDON PHARMACEUTICALS INC | $19.4M | 0.62% | 6,293,282 | Common | SHARED |
| 03675P102 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $16.6M | 0.53% | 3,000,000 | Common | SHARED |
| 98420X202 | XFOR | X4 PHARMACEUTICALS INC | $9.2M | 0.29% | 2,233,742 | Common | SHARED |
| 4525EP101 | VTLUSD | IMMUNIC INC | $8.5M | 0.27% | 7,652,972 | Common | SHARED |
| 68277Q105 | OKUR | ONKURE THERAPEUTICS INC | $8.2M | 0.26% | 1,978,972 | Common | SHARED |
| 89854M101 | TCRX | TSCAN THERAPEUTICS INC | $5.6M | 0.18% | 5,564,290 | Common | SHARED |
| 45175G207 | IMA | IMAGENEBIO INC | $5.6M | 0.18% | 1,110,002 | Common | SHARED |
| 88032L605 | TENX | TENAX THERAPEUTICS INC | $5.4M | 0.17% | 339,549 | Common | SHARED |
| 60853G106 | MOLN | MOLECULAR PARTNERS AG | $5.4M | 0.17% | 1,353,968 | Common | SHARED |
| 46124U107 | IVA | INVENTIVA SA | $3.8M | 0.12% | 686,040 | Common | SHARED |
| 29286M113 | — | ENGENE HOLDINGS INC | $2.5M | 0.08% | 945,402 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.