Institutional Manager · CIK 0001056807
BVF INC/IL
San Francisco, CA · File #028-06800
Latest AUM
$2.97B
Positions
41
Top-10 Concentration
62.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202541 pos · $2.97B
- 13F HOLDINGS REPORTQ/E Sep 202546 pos · $2.47B
- 13F HOLDINGS REPORTQ/E Jun 202544 pos · $2.80B
- 13F HOLDINGS REPORTQ/E Mar 202551 pos · $2.45B
- 13F HOLDINGS REPORTQ/E Dec 202453 pos · $2.95B
- 13F HOLDINGS REPORTQ/E Sep 202455 pos · $3.42B
- 13F HOLDINGS REPORTQ/E Jun 202460 pos · $3.57B
- 13F HOLDINGS REPORTQ/E Mar 202462 pos · $3.64B
- 13F HOLDINGS REPORTQ/E Dec 202369 pos · $3.71B
- 13F HOLDINGS REPORTQ/E Sep 202367 pos · $3.59B
- 13F HOLDINGS REPORTQ/E Jun 202372 pos · $2.74B
- 13F HOLDINGS REPORTQ/E Mar 202378 pos · $2.37B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |