Bvf Inc/Il Top Holdings and 13F Report (2026) About Bvf Inc/IlInvestment ActivityBvf Inc/Il has $3.91 billion in total holdings as of June 30, 2026.Bvf Inc/Il owns shares of 44 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.23% of the portfolio was purchased this quarter.About 10.77% of the portfolio was sold this quarter.This quarter, Bvf Inc/Il has purchased 41 new stocks and bought additional shares in 6 stocks.Bvf Inc/Il sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Revolution Medicines $555,315,165Kymera Therapeutics $444,008,203XOMA Royalty $322,715,378MoonLake Immunotherapeutics $311,544,999GH Research $232,516,247 Largest New Holdings this Quarter 746964105 - Q32 BIO INC $29,939,000 Holding00091E109 - Absci $27,371,802 Holding786700104 - SAGIMET BIOSCIENCES INC $19,325,000 Holding4525EP200 - IMMUNIC INC $11,762,584 HoldingG75226103 - RESEARCH ALLIANCE CORP III $5,350,000 Holding Largest Purchases this Quarter XOMA Royalty 5,003,000 shares (about $212.63M)Q32 BIO INC 2,350,000 shares (about $29.94M)Absci 2,361,674 shares (about $27.37M)Revolution Medicines 108,378 shares (about $20.30M)SAGIMET BIOSCIENCES INC 2,500,000 shares (about $19.33M) Largest Sales this Quarter Kymera Therapeutics 1,630,658 shares (about $186.99M)Mirum Pharmaceuticals 528,700 shares (about $61.89M)PALVELLA THERAPEUTICS INC NE 288,200 shares (about $44.04M)Tyra Biosciences 500,000 shares (about $15.97M)NEKTAR THERAPEUTICS 168,520 shares (about $11.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBvf Inc/Il Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRVMDRevolution Medicines$555,315,165$20,297,032 â–²3.8%2,965,16014.2%HealthcareKYMRKymera Therapeutics$444,008,203$186,987,553 â–¼-29.6%3,872,05211.4%HealthcareXOMAXOMA Royalty$322,715,378$212,627,500 â–²193.1%7,593,3038.3%HealthcareMLTXMoonLake Immunotherapeutics$311,544,9990.0%16,001,2848.0%HealthcareGHRSGH Research$232,516,2470.0%8,650,1585.9%HealthcareGPCRStructure Therapeutics$180,697,390$4,966,353 â–¼-2.7%3,366,8234.6%HealthcareNEKTAR THERAPEUTICS$166,920,946$11,764,381 â–¼-6.6%2,391,0754.3%COM NEWMIRMMirum Pharmaceuticals$123,629,081$61,894,909 â–¼-33.4%1,056,0273.2%HealthcareXNCRXencor$114,852,8920.0%7,133,7202.9%HealthcareALKSAlkermes$112,895,716$8,105,716 â–²7.7%2,154,7042.9%HealthcareGLUEMonte Rosa Therapeutics$107,953,4410.0%4,460,8862.8%HealthcareCGEMCullinan Therapeutics$104,719,9370.0%5,750,6832.7%HealthcarePALVELLA THERAPEUTICS INC NE$102,815,615$44,042,724 â–¼-30.0%672,7892.6%COMZYMEWORKS INC$95,388,572$2,221,900 â–¼-2.3%3,649,1422.4%COMKURAKura Oncology$92,650,0860.0%8,445,7692.4%HealthcareIRONDisc Medicine$84,375,182$8,681,718 â–¼-9.3%1,153,6122.2%HealthcareSTOKStoke Therapeutics$83,356,0650.0%2,547,5572.1%HealthcareOLMAOlema Pharmaceuticals$66,251,6210.0%5,295,8931.7%HealthcareANNXAnnexon$49,666,5680.0%8,698,1731.3%HealthcareCRESCENT BIOPHARMA INC.$49,477,7340.0%2,748,7631.3%COMACIUAC Immune$47,177,3980.0%19,822,4361.2%HealthcareTYRATyra Biosciences$47,149,700$15,970,000 â–¼-25.3%1,476,1961.2%HealthcareSUTRO BIOPHARMA INC$41,559,3620.0%1,251,7881.1%COM SHSIMCRImmunocore$41,099,2000.0%1,294,4631.1%HealthcareAVALO THERAPEUTICS INC$38,356,072$8,181,096 â–²27.1%2,075,5451.0%COM NEWFDMT4D Molecular Therapeutics$38,294,5440.0%2,879,2891.0%HealthcareQ32 BIO INC$29,939,000$29,939,000 â–²New Holding2,350,0000.8%COMANTERIS TECHNOLOGIES GLOBAL$29,550,0000.0%3,000,0000.8%COMFHTXFoghorn Therapeutics$28,508,9600.0%5,842,0000.7%HealthcareABSIAbsci$27,371,802$27,371,802 â–²New Holding2,361,6740.7%HealthcareELDNEledon Pharmaceuticals$24,795,5310.0%6,293,2820.6%HealthcareIVVDInvivyd$24,571,146$7,537,536 â–²44.3%28,165,0000.6%HealthcareSAGIMET BIOSCIENCES INC$19,325,000$19,325,000 â–²New Holding2,500,0000.5%COM SER AONKURE THERAPEUTICS INC$14,755,148$5,731,035 â–²63.5%3,235,7780.4%COM CL AIMMUNIC INC$11,762,584$11,762,584 â–²New Holding765,2950.3%COM NEWX4 PHARMACEUTICALS INC$10,431,5750.0%2,233,7420.3%COM NEWIMAGENEBIO INC$6,549,0120.0%1,110,0020.2%COMTCRXTScan Therapeutics$5,453,5610.0%5,564,2900.1%HealthcareRESEARCH ALLIANCE CORP III$5,350,000$5,350,000 â–²New Holding500,0000.1%ORD SHS CL AMOLNMolecular Partners$5,145,0780.0%1,353,9680.1%HealthcareTENAX THERAPEUTICS INC$4,940,4380.0%339,5490.1%COM NEWENTXEntera Bio$4,292,250$4,292,250 â–²New Holding2,425,0000.1%HealthcareIVAInventiva$2,593,2310.0%686,0400.1%HealthcareENGENE THERAPEUTICS$274,072$274,072 â–²New Holding945,4020.0%*W EXP 10/31/202CMPXCompass Therapeutics$0$41,076,014 â–¼-100.0%00.0%HealthcareSEPTERNA INC$0$32,518,573 â–¼-100.0%00.0%COMIMUXImmunic$0$8,494,799 â–¼-100.0%00.0%HealthcareENGENE HOLDINGS INC$0$2,486,407 â–¼-100.0%00.0%*W EXP 10/31/202Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
