Holders — by stockHoldings — by fund
BVF INC/IL
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001056807
$3.91B
disclosed book value
44
positions
14.2%
largest position share
Positions, as of 2026-06-30
top 44 of 44 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RVMDREVOLUTION MEDICINES INC | 3.0M | $555.3M | 14.2% |
| 2 | KYMRKYMERA THERAPEUTICS INC | 3.9M | $444.0M | 11.4% |
| 3 | XOMA ROYALTY CORPORATION | 7.6M | $322.7M | 8.3% |
| 4 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 16.0M | $311.5M | 8% |
| 5 | GH RESEARCH PLC | 8.7M | $232.5M | 5.9% |
| 6 | GPCRSTRUCTURE THERAPEUTICS INC | 3.4M | $180.7M | 4.6% |
| 7 | NKTRNEKTAR THERAPEUTICS | 2.4M | $166.9M | 4.3% |
| 8 | MIRMMIRUM PHARMACEUTICALS INC | 1.1M | $123.6M | 3.2% |
| 9 | XNCRXENCOR INC | 7.1M | $114.9M | 2.9% |
| 10 | ALKERMES PLC | 2.2M | $112.9M | 2.9% |
| 11 | GLUEMONTE ROSA THERAPEUTICS INC | 4.5M | $108.0M | 2.8% |
| 12 | CGEMCULLINAN THERAPEUTICS INC | 5.8M | $104.7M | 2.7% |
| 13 | PVLAPALVELLA THERAPEUTICS INC NE | 672,789 | $102.8M | 2.6% |
| 14 | ZYMEZYMEWORKS INC | 3.6M | $95.4M | 2.4% |
| 15 | KURAKURA ONCOLOGY INC | 8.4M | $92.7M | 2.4% |
| 16 | IRONDISC MEDICINE INC | 1.2M | $84.4M | 2.2% |
| 17 | STOKSTOKE THERAPEUTICS INC | 2.5M | $83.4M | 2.1% |
| 18 | OLMAOLEMA PHARMACEUTICALS INC | 5.3M | $66.3M | 1.7% |
| 19 | ANNXANNEXON INC | 8.7M | $49.7M | 1.3% |
| 20 | CRESCENT BIOPHARMA INC. | 2.7M | $49.5M | 1.3% |
| 21 | AC IMMUNE SA | 19.8M | $47.2M | 1.2% |
| 22 | TYRATYRA BIOSCIENCES INC | 1.5M | $47.1M | 1.2% |
| 23 | STROSUTRO BIOPHARMA INC | 1.3M | $41.6M | 1.1% |
| 24 | IMCRIMMUNOCORE HLDGS PLC | 1.3M | $41.1M | 1.1% |
| 25 | AVTXAVALO THERAPEUTICS INC | 2.1M | $38.4M | 1% |
| 26 | FDMT4D MOLECULAR THERAPEUTICS IN | 2.9M | $38.3M | 1% |
| 27 | QTTBQ32 BIO INC | 2.4M | $29.9M | 0.8% |
| 28 | AVRANTERIS TECHNOLOGIES GLOBAL | 3.0M | $29.6M | 0.8% |
| 29 | FHTXFOGHORN THERAPEUTICS INC | 5.8M | $28.5M | 0.7% |
| 30 | ABSIABSCI CORPORATION | 2.4M | $27.4M | 0.7% |
| 31 | ELDNELEDON PHARMACEUTICALS INC | 6.3M | $24.8M | 0.6% |
| 32 | IVVDINVIVYD INC | 28.2M | $24.6M | 0.6% |
| 33 | SGMTSAGIMET BIOSCIENCES INC | 2.5M | $19.3M | 0.5% |
| 34 | OKURONKURE THERAPEUTICS INC | 3.2M | $14.8M | 0.4% |
| 35 | IMUXIMMUNIC INC | 765,295 | $11.8M | 0.3% |
| 36 | XFORX4 PHARMACEUTICALS INC | 2.2M | $10.4M | 0.3% |
| 37 | IMAIMAGENEBIO INC | 1.1M | $6.5M | 0.2% |
| 38 | TCRXTSCAN THERAPEUTICS INC | 5.6M | $5.5M | 0.1% |
| 39 | RESEARCH ALLIANCE CORP III | 500,000 | $5.3M | 0.1% |
| 40 | MOLNMOLECULAR PARTNERS AG | 1.4M | $5.1M | 0.1% |
| 41 | TENXTENAX THERAPEUTICS INC | 339,549 | $4.9M | 0.1% |
| 42 | ENTERA BIO LTD | 2.4M | $4.3M | 0.1% |
| 43 | IVAINVENTIVA SA | 686,040 | $2.6M | 0.1% |
| 44 | ENGNWENGENE THERAPEUTICS | 945,402 | $274,072 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.