Institutional Manager · CIK 0001674712
Vivo Capital, LLC
Palo Alto, CA · File #028-17467
Latest AUM
$1.55B
Positions
47
Top-10 Concentration
60.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202547 pos · $1.55B
- 13F HOLDINGS REPORTQ/E Sep 202547 pos · $1.24B
- 13F HOLDINGS REPORTQ/E Jun 202542 pos · $977.1M
- 13F HOLDINGS REPORTQ/E Mar 202540 pos · $755.1M
- 13F HOLDINGS REPORTQ/E Dec 202440 pos · $892.6M
- 13F HOLDINGS REPORTQ/E Sep 202443 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Jun 202442 pos · $1.08B
- 13F HOLDINGS REPORTQ/E Mar 202442 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Dec 202353 pos · $912.8M
- 13F HOLDINGS REPORTQ/E Sep 202348 pos · $1.45B
- 13F HOLDINGS REPORTQ/E Jun 202348 pos · $1.44B
- 13F HOLDINGS REPORTQ/E Mar 202348 pos · $868,543
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc | TERN | 5,346,928 | $216.0M | 13.96% |
| 2 | Cidara Therapeutics, Inc. | 171757206 | 956,670 | $211.3M | 13.66% |
| 3 | Praxis Precision Medicines | PRAX | 328,895 | $96.9M | 6.27% |
| 4 | Cogent Biosciences Inc | COGT | 2,398,993 | $85.2M | 5.51% |
| 5 | Trevi Therapeutics Inc | TRVI | 5,094,668 | $63.8M | 4.12% |
| 6 | Avadel Pharmaceuticals PLC | G29687103 | 2,684,109 | $57.8M | 3.74% |
| 7 | Compass Therapeutics Inc | CMPX | 9,545,466 | $51.3M | 3.31% |
| 8 | Dyne Therapeutics Inc | DYN | 2,614,960 | $51.1M | 3.31% |
| 9 | Abivax SA - ADR | AAVXF | 359,305 | $48.5M | 3.13% |
| 10 | DBV Technologies SA | DBVTF | 2,461,626 | $47.2M | 3.05% |
| 11 | SAB Biotherapeutics Inc | SABSW | 11,420,000 | $42.7M | 2.76% |
| 12 | Soleno Therapeutics Inc | SLNO | 894,909 | $41.4M | 2.68% |
| 13 | Bright Minds Biosciences Inc | DRUG | 501,617 | $39.1M | 2.53% |
| 14 | Sinovac Biotech Ltd. | SVA | 5,903,000 | $38.2M | 2.47% |
| 15 | Geron Corp | GERN | 27,225,292 | $35.9M | 2.32% |
| 16 | Erasca Inc | ERAS | 9,273,428 | $34.5M | 2.23% |
| 17 | Zenas Biopharma Inc | ZBIO | 853,495 | $31.0M | 2.00% |
| 18 | Viridian Therapeutics Inc | VRDN | 982,576 | $30.6M | 1.98% |
| 19 | Aclaris Therapeutics, Inc. | ACRS | 8,888,888 | $26.8M | 1.73% |
| 20 | CAMP4 Therapeutics Inc | CAMP | 4,246,568 | $26.0M | 1.68% |