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Bvf Inc/Il Top Holdings and 13F Report (2025)

About Bvf Inc/Il

Investment Activity

  • Bvf Inc/Il has $2.80 billion in total holdings as of June 30, 2025.
  • Bvf Inc/Il owns shares of 44 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 4.29% of the portfolio was purchased this quarter.
  • About 5.10% of the portfolio was sold this quarter.
  • This quarter, Bvf Inc/Il has purchased 51 new stocks and bought additional shares in 5 stocks.
  • Bvf Inc/Il sold shares of 6 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Kymera Therapeutics
$240,138,264
Axsome Therapeutics
$176,442,170

Largest New Holdings this Quarter

45258D105 - Immunocore
$32,142,157 Holding
G2545C104 - CRESCENT BIOPHARMA INC.
$22,400,109 Holding
75382E208 - RAPT THERAPEUTICS INC
$9,237,536 Holding

Largest Purchases this Quarter

Protagonist Therapeutics
636,026 shares (about $35.15M)
Immunocore
1,024,288 shares (about $32.14M)
CRESCENT BIOPHARMA INC.
1,387,863 shares (about $22.40M)
Kymera Therapeutics
340,909 shares (about $14.88M)
RAPT THERAPEUTICS INC
1,154,692 shares (about $9.24M)

Largest Sales this Quarter

XOMA Royalty
392,723 shares (about $9.90M)
CIDARA THERAPEUTICS INC
138,250 shares (about $6.73M)
Mirum Pharmaceuticals
35,180 shares (about $1.79M)
Immunic
1,250,000 shares (about $871.88K)
FORTE BIOSCIENCES INC
5,938 shares (about $76.78K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBvf Inc/Il

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$932,260,6050.0%19,751,28433.3%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$240,138,264$14,877,269 6.6%5,502,7108.6%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$183,301,9070.0%4,982,3846.5%Medical
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$177,474,236$35,153,157 24.7%3,211,0416.3%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$176,442,1700.0%1,690,2216.3%Medical
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$140,524,236$1,790,310 -1.3%2,761,3335.0%Medical
GH Research PLC stock logo
GHRS
GH Research
$107,609,8090.0%8,827,7123.8%Medical
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$75,597,8410.0%1,913,3852.7%Medical
XOMA Royalty Corporation stock logo
XOMA
XOMA Royalty
$65,275,636$9,896,620 -13.2%2,590,3032.3%Medical
Zymeworks Inc. stock logo
ZYME
Zymeworks
$54,077,1340.0%4,308,9351.9%Medical
SEPTERNA INC
$46,467,0310.0%4,396,1241.7%COM
Celcuity, Inc. stock logo
CELC
Celcuity
$46,271,1000.0%3,466,0001.7%Medical
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$44,741,3240.0%7,754,1291.6%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$43,302,6430.0%5,750,6831.5%Medical
AC Immune stock logo
ACIU
AC Immune
$40,239,5450.0%19,822,4361.4%Medical
CIDARA THERAPEUTICS INC
$38,305,154$6,734,157 -15.0%786,3921.4%COM NEW
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$37,745,9370.0%3,944,1941.3%Medical
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$36,739,1890.0%1,771,4171.3%Medical
Immunocore Holdings PLC Sponsored ADR stock logo
IMCR
Immunocore
$32,142,157$32,142,157 New Holding1,024,2881.1%Medical
Monte Rosa Therapeutics, Inc. stock logo
GLUE
Monte Rosa Therapeutics
$25,527,1950.0%5,660,1320.9%Medical
Foghorn Therapeutics Inc. stock logo
FHTX
Foghorn Therapeutics
$24,919,4000.0%5,302,0000.9%Medical
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$22,560,5040.0%5,295,8930.8%Medical
CRESCENT BIOPHARMA INC.
$22,400,109$22,400,109 New Holding1,387,8630.8%COM
Xencor, Inc. stock logo
XNCR
Xencor
$21,537,5080.0%2,740,1410.8%Medical
4D Molecular Therapeutics, Inc. stock logo
FDMT
4D Molecular Therapeutics
$17,174,662$252,280 1.5%4,629,2890.6%Medical
Eledon Pharmaceuticals, Inc. stock logo
ELDN
Eledon Pharmaceuticals
$17,054,7940.0%6,293,2820.6%Medical
Annexon, Inc. stock logo
ANNX
Annexon
$16,800,0000.0%7,000,0000.6%Medical
PALVELLA THERAPEUTICS INC NE
$15,700,3500.0%696,5550.6%COM
ESSA Pharma Inc. stock logo
EPIX
ESSA Pharma
$14,872,6690.0%8,748,6290.5%Medical
Repare Therapeutics Inc. stock logo
RPTX
Repare Therapeutics
$14,363,7040.0%10,333,6000.5%Medical
Verastem, Inc. stock logo
VSTM
Verastem
$14,128,364$5,411,422 62.1%3,404,4250.5%Medical
RAPT THERAPEUTICS INC
$9,237,536$9,237,536 New Holding1,154,6920.3%COM NEW
FORTE BIOSCIENCES INC
$7,607,288$76,778 -1.0%588,3440.3%COM NEW
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$7,577,807$488,070 6.9%5,226,0740.3%Medical
IKENA ONCOLOGY INC
$5,368,7960.0%4,006,5640.2%COM
Immunic, Inc. stock logo
IMUX
Immunic
$5,337,948$871,875 -14.0%7,652,9720.2%Medical
Molecular Partners AG Sponsored ADR stock logo
MOLN
Molecular Partners
$5,185,6970.0%1,353,9680.2%Medical
AVALO THERAPEUTICS INC
$5,129,965$43,064 -0.8%1,028,0490.2%COM NEW
Inventiva S.A. Sponsored ADR stock logo
IVA
Inventiva
$2,140,4450.0%686,0400.1%Medical
TENAX THERAPEUTICS INC
$1,982,9660.0%339,5490.1%COM NEW
SAB BIOTHERAPEUTICS INC
$1,606,1960.0%917,8260.1%COM NEW
Ovid Therapeutics stock logo
OVID
Ovid Therapeutics
$1,271,3750.0%3,853,8180.0%Medical
ENGENE HOLDINGS INC
$586,1490.0%945,4020.0%*W EXP 10/31/202
NLS PHARMACEUTICS LTD
$416,6600.0%143,6760.0%COM NEW
Galapagos NV stock logo
GLPG
Galapagos
$0$36,535,081 -100.0%00.0%Medical
Verve Therapeutics, Inc. stock logo
VERV
Verve Therapeutics
$0$31,551,509 -100.0%00.0%Medical
iTeos Therapeutics, Inc. stock logo
ITOS
iTeos Therapeutics
$0$18,357,750 -100.0%00.0%Medical
Rapt Therapeutics stock logo
RAPT
Rapt Therapeutics
$0$11,269,818 -100.0%00.0%Medical
Third Harmonic Bio, Inc. stock logo
THRD
Third Harmonic Bio
$0$8,234,078 -100.0%00.0%Medical
Vigil Neuroscience, Inc. stock logo
VIGL
Vigil Neuroscience
$0$7,144,267 -100.0%00.0%Medical
Allakos Inc. stock logo
ALLK
Allakos
$0$3,767,330 -100.0%00.0%Medical
CytomX Therapeutics, Inc. stock logo
CTMX
CytomX Therapeutics
$0$3,324,256 -100.0%00.0%Medical
GlycoMimetics, Inc. stock logo
GLYC
GlycoMimetics
$0$2,004,295 -100.0%00.0%Medical
NewAmsterdam Pharma Company N.V. stock logo
NAMS
NewAmsterdam Pharma
$0$1,209,061 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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