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

About Bvf Inc/Il

Investment Activity

  • Bvf Inc/Il has $2.45 billion in total holdings as of March 31, 2025.
  • Bvf Inc/Il owns shares of 51 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 9.64% of the portfolio was purchased this quarter.
  • About 5.02% of the portfolio was sold this quarter.
  • This quarter, Bvf Inc/Il has purchased 53 new stocks and bought additional shares in 12 stocks.
  • Bvf Inc/Il sold shares of 5 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Axsome Therapeutics
$197,130,475
Kymera Therapeutics
$141,278,493

Largest New Holdings this Quarter

462222100 - Ionis Pharmaceuticals
$57,726,825 Holding
N62509109 - NewAmsterdam Pharma
$1,209,061 Holding

Largest Purchases this Quarter

Ionis Pharmaceuticals
1,913,385 shares (about $57.73M)
Axsome Therapeutics
302,157 shares (about $35.24M)
Kura Oncology
5,186,660 shares (about $34.23M)
Protagonist Therapeutics
675,000 shares (about $32.64M)
Revolution Medicines
801,205 shares (about $28.33M)

Largest Sales this Quarter

GH Research
1,572,446 shares (about $17.34M)
XOMA
650,717 shares (about $12.97M)
CIDARA THERAPEUTICS INC
168,154 shares (about $3.62M)
Galapagos
115,000 shares (about $2.89M)
Olema Pharmaceuticals
420,000 shares (about $1.58M)

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
$771,682,6660.0%19,751,28431.5%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$197,130,475$35,240,571 21.8%1,690,2218.0%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$176,177,098$28,330,609 19.2%4,982,3847.2%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$141,278,4930.0%5,161,8015.8%Medical
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$125,982,9110.0%2,796,5135.1%Medical
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$124,527,725$32,643,000 35.5%2,575,0155.1%Medical
GH Research PLC stock logo
GHRS
GH Research
$97,369,663$17,344,079 -15.1%8,827,7124.0%Medical
XOMA Co. stock logo
XOMA
XOMA
$59,451,708$12,968,790 -17.9%2,983,0262.4%Medical
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$57,726,825$57,726,825 New Holding1,913,3852.4%Medical
Zymeworks Inc. stock logo
ZYME
Zymeworks
$51,319,4160.0%4,308,9352.1%Medical
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$51,177,251$34,231,956 202.0%7,754,1292.1%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$43,532,6700.0%5,750,6831.8%Medical
AC Immune SA stock logo
ACIU
AC Immune
$37,067,955$561,000 1.5%19,822,4361.5%Medical
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$36,681,0040.0%3,944,1941.5%Medical
Galapagos NV stock logo
GLPG
Galapagos
$36,535,081$2,888,800 -7.3%1,454,4221.5%Medical
Celcuity Inc. stock logo
CELC
Celcuity
$35,041,2600.0%3,466,0001.4%Medical
Verve Therapeutics, Inc. stock logo
VERV
Verve Therapeutics
$31,551,5090.0%6,904,0501.3%Medical
Structure Therapeutics Inc. stock logo
GPCR
Structure Therapeutics
$30,663,2280.0%1,771,4171.2%Medical
Xencor, Inc. stock logo
XNCR
Xencor
$29,155,100$4,802,694 19.7%2,740,1411.2%Medical
Monte Rosa Therapeutics, Inc. stock logo
GLUE
Monte Rosa Therapeutics
$26,263,012$13,435,867 104.7%5,660,1321.1%Medical
SEPTERNA INC
$25,453,558$11,256,339 79.3%4,396,1241.0%COM
Eledon Pharmaceuticals, Inc. stock logo
ELDN
Eledon Pharmaceuticals
$21,334,2260.0%6,293,2820.9%Medical
CIDARA THERAPEUTICS INC
$19,916,789$3,622,037 -15.4%924,6420.8%COM NEW
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$19,912,558$1,579,200 -7.3%5,295,8930.8%Medical
PALVELLA THERAPEUTICS INC NE
$19,496,5740.0%696,5550.8%COM
Foghorn Therapeutics Inc. stock logo
FHTX
Foghorn Therapeutics
$19,352,3000.0%5,302,0000.8%Medical
iTeos Therapeutics, Inc. stock logo
ITOS
iTeos Therapeutics
$18,357,750$4,477,500 32.3%3,075,0000.7%Medical
4D Molecular Therapeutics, Inc. stock logo
FDMT
4D Molecular Therapeutics
$14,732,963$6,106,790 70.8%4,561,2890.6%Medical
ESSA Pharma Inc. stock logo
EPIX
ESSA Pharma
$13,822,8340.0%8,748,6290.6%Medical
Annexon, Inc. stock logo
ANNX
Annexon
$13,510,0000.0%7,000,0000.6%Medical
Verastem, Inc. stock logo
VSTM
Verastem
$12,665,8220.0%2,100,4680.5%Medical
RAPT Therapeutics, Inc. stock logo
RAPT
RAPT Therapeutics
$11,269,8180.0%9,237,5560.5%Medical
Repare Therapeutics Inc. stock logo
RPTX
Repare Therapeutics
$10,187,8960.0%10,333,6000.4%Medical
Immunic, Inc. stock logo
IMUX
Immunic
$9,704,2390.0%8,902,9720.4%Medical
AVALO THERAPEUTICS INC
$8,303,7990.0%1,036,6790.3%COM NEW
TF Financial Corp stock logo
THRD
TF Financial
$8,234,0780.0%2,372,9330.3%Medical
Vigil Neuroscience, Inc. stock logo
VIGL
Vigil Neuroscience
$7,144,267$3,916,000 121.3%4,013,6330.3%Medical
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$6,747,474$2,622,000 63.6%4,889,4740.3%Medical
Molecular Partners AG stock logo
MOLN
Molecular Partners
$5,510,6500.0%1,353,9680.2%Medical
Ikena Oncology, Inc. stock logo
IKNA
Ikena Oncology
$5,128,4020.0%4,006,5640.2%Medical
FORTE BIOSCIENCES INC
$4,611,6280.0%594,2820.2%COM NEW
Allakos Inc. stock logo
ALLK
Allakos
$3,767,3300.0%16,552,4170.2%Medical
CytomX Therapeutics, Inc. stock logo
CTMX
CytomX Therapeutics
$3,324,2560.0%5,228,4610.1%Medical
TENAX THERAPEUTICS INC
$2,224,0460.0%339,5490.1%COM NEW
Inventiva S.A. stock logo
IVA
Inventiva
$2,058,1200.0%686,0400.1%Medical
GlycoMimetics, Inc. stock logo
GLYC
GlycoMimetics
$2,004,2950.0%9,544,2620.1%Medical
SAB BIOTHERAPEUTICS INC
$1,239,0650.0%917,8260.1%COM NEW
NewAmsterdam Pharma stock logo
NAMS
NewAmsterdam Pharma
$1,209,061$1,209,061 New Holding59,0650.0%Medical
Ovid Therapeutics Inc. stock logo
OVID
Ovid Therapeutics
$1,202,0060.0%3,853,8180.0%Medical
ENGENE HOLDINGS INC
$605,0570.0%945,4020.0%*W EXP 10/31/202
NLS PHARMACEUTICS LTD
$221,2610.0%143,6760.0%COM NEW
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$0$35,283,589 -100.0%00.0%Medical
89bio, Inc. stock logo
ETNB
89bio
$0$33,890,981 -100.0%00.0%Medical
ENGENE HOLDINGS INC
$0$14,005,146 -100.0%00.0%COM
Elevation Oncology, Inc. stock logo
ELEV
Elevation Oncology
$0$1,669,142 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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