Free Trial
→ The chokepoint supplier behind SpaceX's $1.75 trillion empire (From Behind the Markets) (Ad)tc pixel

Bvf Inc/Il Top Holdings and 13F Report (2026)

About Bvf Inc/Il

Investment Activity

  • Bvf Inc/Il has $3.14 billion in total holdings as of March 31, 2026.
  • Bvf Inc/Il owns shares of 41 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 9.08% of the portfolio was purchased this quarter.
  • About 9.04% of the portfolio was sold this quarter.
  • This quarter, Bvf Inc/Il has purchased 41 new stocks and bought additional shares in 10 stocks.
  • Bvf Inc/Il sold shares of 11 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Kymera Therapeutics
$458,320,716
MoonLake Immunotherapeutics
$298,263,934
Revolution Medicines
$277,822,050
NEKTAR THERAPEUTICS
$184,162,860
Structure Therapeutics
$166,741,056

Largest New Holdings this Quarter

G01767105 - Alkermes
$70,720,000 Holding
869367201 - SUTRO BIOPHARMA INC
$31,182,039 Holding
03675P102 - ANTERIS TECHNOLOGIES GLOBAL
$16,650,000 Holding
68277Q105 - ONKURE THERAPEUTICS INC
$8,192,944 Holding

Largest Purchases this Quarter

NEKTAR THERAPEUTICS
1,000,000 shares (about $71.95M)
Alkermes
2,000,000 shares (about $70.72M)
Disc Medicine
622,312 shares (about $39.79M)
SUTRO BIOPHARMA INC
1,251,788 shares (about $31.18M)
ANTERIS TECHNOLOGIES GLOBAL
3,000,000 shares (about $16.65M)

Largest Sales this Quarter

MoonLake Immunotherapeutics
3,750,000 shares (about $69.90M)
Revolution Medicines
500,000 shares (about $48.63M)
4D Molecular Therapeutics
1,750,000 shares (about $16.29M)
SEPTERNA INC
367,533 shares (about $8.83M)
Immunocore
194,512 shares (about $5.86M)

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
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$458,320,7160.0%5,502,71014.6%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$298,263,934$69,900,000 â–¼-19.0%16,001,2849.5%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$277,822,050$48,625,000 â–¼-14.9%2,856,7828.9%Medical
NEKTAR THERAPEUTICS
$184,162,860$71,950,000 â–²64.1%2,559,5955.9%COM NEW
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$166,741,056$947,805 â–¼-0.6%3,459,3585.3%Medical
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$146,397,080$8,262,190 â–²6.0%1,584,7274.7%Medical
GH Research PLC stock logo
GHRS
GH Research
$121,621,221$2,496,409 â–¼-2.0%8,650,1583.9%Medical
PALVELLA THERAPEUTICS INC NE
$119,787,279$10,218,807 â–²9.3%960,9893.8%COM
ZYMEWORKS INC
$93,502,916$5,120,655 â–¼-5.2%3,734,1423.0%COM
Xencor, Inc. stock logo
XNCR
Xencor
$86,032,6630.0%7,133,7202.7%Medical
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$82,948,456$9,178,110 â–²12.4%2,547,5572.6%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$81,717,2050.0%5,750,6832.6%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$81,351,629$39,790,629 â–²95.7%1,272,3122.6%Medical
XOMA Royalty Corporation stock logo
XOMA
XOMA Royalty
$81,257,8050.0%2,590,3032.6%Medical
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$78,961,7650.0%5,295,8932.5%Medical
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$75,688,307$5,801,263 â–¼-7.1%1,976,1962.4%Medical
Monte Rosa Therapeutics, Inc. stock logo
GLUE
Monte Rosa Therapeutics
$73,381,575$10,281,250 â–²16.3%4,460,8862.3%Medical
Alkermes plc stock logo
ALKS
Alkermes
$70,720,000$70,720,000 â–²New Holding2,000,0002.3%Medical
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$68,664,102$1,393,425 â–¼-2.0%8,445,7692.2%Medical
AC Immune stock logo
ACIU
AC Immune
$54,511,6990.0%19,822,4361.7%Medical
CRESCENT BIOPHARMA INC.
$50,494,7760.0%2,748,7631.6%COM
Annexon, Inc. stock logo
ANNX
Annexon
$48,187,878$2,381,685 â–¼-4.7%8,698,1731.5%Medical
Compass Therapeutics, Inc. stock logo
CMPX
Compass Therapeutics
$41,076,0140.0%7,764,8421.3%Medical
Immunocore Holdings PLC Sponsored ADR stock logo
IMCR
Immunocore
$39,028,059$5,864,537 â–¼-13.1%1,294,4631.2%Medical
SEPTERNA INC
$32,518,573$8,831,818 â–¼-21.4%1,353,2491.0%COM
SUTRO BIOPHARMA INC
$31,182,039$31,182,039 â–²New Holding1,251,7881.0%COM SHS
Foghorn Therapeutics Inc. stock logo
FHTX
Foghorn Therapeutics
$27,924,760$2,581,200 â–²10.2%5,842,0000.9%Medical
4D Molecular Therapeutics, Inc. stock logo
FDMT
4D Molecular Therapeutics
$26,806,181$16,292,500 â–¼-37.8%2,879,2890.9%Medical
Invivyd, Inc. stock logo
IVVD
Invivyd
$25,382,5000.0%19,525,0000.8%Medical
AVALO THERAPEUTICS INC
$24,378,376$4,144,389 â–²20.5%1,632,8450.8%COM NEW
Eledon Pharmaceuticals, Inc. stock logo
ELDN
Eledon Pharmaceuticals
$19,383,3090.0%6,293,2820.6%Medical
ANTERIS TECHNOLOGIES GLOBAL
$16,650,000$16,650,000 â–²New Holding3,000,0000.5%COM
X4 PHARMACEUTICALS INC
$9,225,3540.0%2,233,7420.3%COM NEW
Immunic, Inc. stock logo
IMUX
Immunic
$8,494,7990.0%7,652,9720.3%Medical
ONKURE THERAPEUTICS INC
$8,192,944$8,192,944 â–²New Holding1,978,9720.3%COM CL A
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$5,619,933$341,598 â–²6.5%5,564,2900.2%Medical
IMAGENEBIO INC
$5,550,010$1,539,500 â–²38.4%1,110,0020.2%COM
TENAX THERAPEUTICS INC
$5,429,3890.0%339,5490.2%COM NEW
Molecular Partners AG Sponsored ADR stock logo
MOLN
Molecular Partners
$5,361,7130.0%1,353,9680.2%Medical
Inventiva S.A. Sponsored ADR stock logo
IVA
Inventiva
$3,807,5220.0%686,0400.1%Medical
ENGENE HOLDINGS INC
$2,486,4070.0%945,4020.1%*W EXP 10/31/202
ABIVAX SA
$0$68,510,521 â–¼-100.0%00.0%SPONSORED ADS
Repare Therapeutics Inc. stock logo
RPTX
Repare Therapeutics
$0$26,867,360 â–¼-100.0%00.0%Medical
PepGen, Inc. stock logo
PEPG
PepGen
$0$12,466,650 â–¼-100.0%00.0%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$0$8,357,058 â–¼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data