13F HOLDINGS REPORT
BVF INC/IL
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000921895-26-000449
Total Value
$2.97B
Positions
41
Other Managers
1
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KYMERA THERAPEUTICS INC | KYMR | 5,502,710 | $428.2M | 14.41% |
| 2 | REVOLUTION MEDICINES INC | RVMDW | 3,356,782 | $267.4M | 9.00% |
| 3 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 19,751,284 | $260.3M | 8.76% |
| 4 | STRUCTURE THERAPEUTICS INC | GPCR | 3,479,022 | $242.0M | 8.15% |
| 5 | OLEMA PHARMACEUTICALS INC | OLMA | 5,295,893 | $132.4M | 4.46% |
| 6 | MIRUM PHARMACEUTICALS INC | MIRM | 1,495,290 | $118.1M | 3.98% |
| 7 | GH RESEARCH PLC | GHRS | 8,827,712 | $112.1M | 3.77% |
| 8 | XENCOR INC | XNCR | 7,133,720 | $109.2M | 3.68% |
| 9 | ZYMEWORKS INC | ZYME | 3,938,641 | $103.7M | 3.49% |
| 10 | PALVELLA THERAPEUTICS INC NE | PVLA | 879,009 | $92.0M | 3.10% |
| 11 | KURA ONCOLOGY INC | KURA | 8,617,162 | $89.5M | 3.01% |
| 12 | STOKE THERAPEUTICS INC | STOK | 2,265,674 | $71.9M | 2.42% |
| 13 | XOMA ROYALTY CORPORATION | XOMAP | 2,590,303 | $68.9M | 2.32% |
| 14 | ABIVAX SA | AAVXF | 508,031 | $68.5M | 2.31% |
| 15 | NEKTAR THERAPEUTICS | NKTR | 1,559,595 | $65.9M | 2.22% |
| 16 | AC IMMUNE SA | ACIU | 19,822,436 | $62.2M | 2.10% |
| 17 | MONTE ROSA THERAPEUTICS INC | GLUE | 3,835,886 | $60.1M | 2.02% |
| 18 | CULLINAN THERAPEUTICS INC | CGEM | 5,750,683 | $59.5M | 2.00% |
| 19 | TYRA BIOSCIENCES INC | TYRA | 2,127,665 | $55.9M | 1.88% |
| 20 | DISC MEDICINE INC | IRON | 650,000 | $51.6M | 1.74% |
| 21 | IMMUNOCORE HLDGS PLC | IMCR | 1,488,975 | $50.3M | 1.69% |
| 22 | INVIVYD INC | IVVD | 19,525,000 | $48.2M | 1.62% |
| 23 | SEPTERNA INC | SEPN | 1,720,782 | $48.0M | 1.61% |
| 24 | ANNEXON INC | ANNX | 9,128,080 | $45.8M | 1.54% |
| 25 | COMPASS THERAPEUTICS INC | CMPX | 7,764,842 | $41.7M | 1.40% |
| 26 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 4,629,289 | $34.7M | 1.17% |
| 27 | CRESCENT BIOPHARMA INC. | CBIO | 2,748,763 | $32.6M | 1.10% |
| 28 | FOGHORN THERAPEUTICS INC | FHTX | 5,302,000 | $28.6M | 0.96% |
| 29 | REPARE THERAPEUTICS INC | 760273102 | 10,333,600 | $26.9M | 0.90% |
| 30 | AVALO THERAPEUTICS INC | AVTX | 1,355,257 | $24.6M | 0.83% |
| 31 | PEPGEN INC | PEPG | 1,915,000 | $12.5M | 0.42% |
| 32 | ELEDON PHARMACEUTICALS INC | ELDN | 6,293,282 | $9.5M | 0.32% |
| 33 | X4 PHARMACEUTICALS INC | XFOR | 2,233,742 | $8.9M | 0.30% |
| 34 | AXSOME THERAPEUTICS INC | AXSM | 45,757 | $8.4M | 0.28% |
| 35 | MOLECULAR PARTNERS AG | MOLN | 1,353,968 | $5.8M | 0.20% |
| 36 | IMAGENEBIO INC | IMA | 802,102 | $5.5M | 0.19% |
| 37 | TSCAN THERAPEUTICS INC | TCRX | 5,226,074 | $5.2M | 0.18% |
| 38 | TENAX THERAPEUTICS INC | TENX | 339,549 | $4.1M | 0.14% |
| 39 | IMMUNIC INC | IMUX | 7,652,972 | $4.1M | 0.14% |
| 40 | INVENTIVA SA | IVEVF | 686,040 | $3.2M | 0.11% |
| 41 | ENGENE HOLDINGS INC | ENGNW | 945,402 | $2.4M | 0.08% |