Vivo Capital, LLC Top Holdings and 13F Report (2026) About Vivo Capital, LLCInvestment ActivityVivo Capital, LLC has $1.20 billion in total holdings as of March 31, 2026.Vivo Capital, LLC owns shares of 45 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 12.93% of the portfolio was purchased this quarter.About 61.69% of the portfolio was sold this quarter.This quarter, Vivo Capital, LLC has purchased 47 new stocks and bought additional shares in 5 stocks.Vivo Capital, LLC sold shares of 9 stocks and completely divested from 9 stocks this quarter.Largest Holdings Erasca $196,610,946Praxis Precision Medicines $109,188,580Terns Pharmaceuticals $70,350,517Trevi Therapeutics $60,779,389DBV Technologies SA $55,725,516 Largest New Holdings this Quarter 81728A207 - Sensei Biotherapeutics Inc $22,758,070 Holding04272N102 - Arrivent BioPharma Inc $20,438,082 Holding922967104 - Veradermics Inc $18,945,000 Holding037326105 - AN2 Therapeutics Inc $10,785,449 Holding68277Q105 - Onkure Therapeutics Inc $7,980,719 Holding Largest Purchases this Quarter Erasca 2,878,052 shares (about $46.57M)Sensei Biotherapeutics Inc 722,020 shares (about $22.76M)Arrivent BioPharma Inc 885,916 shares (about $20.44M)Veradermics Inc 300,000 shares (about $18.95M)AN2 Therapeutics Inc 3,153,640 shares (about $10.79M) Largest Sales this Quarter Terns Pharmaceuticals 4,012,510 shares (about $211.54M)Cogent Biosciences 1,976,693 shares (about $76.08M)Geron 18,553,495 shares (about $27.64M)Soleno Therapeutics 600,000 shares (about $20.09M)Dyne Therapeutics Inc 1,057,494 shares (about $19.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVivo Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorERASErasca$196,610,946$46,566,881 â–²31.0%12,151,48016.4%MedicalPraxis Precision Medicines$109,188,580$3,221,900 â–²3.0%338,8959.1%CommonTERNTerns Pharmaceuticals$70,350,517$211,539,527 â–¼-75.0%1,334,4185.9%MedicalTRVITrevi Therapeutics$60,779,3890.0%5,094,6685.1%MedicalDBV Technologies SA$55,725,516$4,302,149 â–²8.4%2,667,5694.7%SPONSORED ADSCMPXCompass Therapeutics$50,495,5150.0%9,545,4664.2%MedicalTNGXTango Therapeutics$45,077,9980.0%2,154,7803.8%MedicalSAB Biotherapeutics Inc$43,738,6000.0%11,420,0003.6%CommonCRVSCorvus Pharmaceuticals$41,049,088$8,357,387 â–²25.6%2,805,8163.4%MedicalBright Minds Biosciences Inc$40,656,841$4,053,848 â–²11.1%557,1723.4%CommonSVASinovac Biotech$38,192,4100.0%5,903,0003.2%MedicalDianthus Therapeutics Inc$29,707,5120.0%353,9982.5%CommonDyne Therapeutics Inc$28,236,859$19,172,367 â–¼-40.4%1,557,4662.4%CommonAbivax SA - ADR$26,672,668$13,335,944 â–¼-33.3%239,5392.2%SPONSORED ADSNERVMinerva Neurosciences$26,044,5510.0%4,322,7472.2%MedicalACRSAclaris Therapeutics$24,999,998$8,333,333 â–¼-25.0%6,666,6662.1%MedicalORICOric Pharmaceuticals$23,424,119$3,415,807 â–¼-12.7%1,848,7862.0%MedicalAlto Neuroscience Inc$23,279,1860.0%1,035,5511.9%CommonSensei Biotherapeutics Inc$22,758,070$22,758,070 â–²New Holding722,0201.9%CommonArrivent BioPharma Inc$20,438,082$20,438,082 â–²New Holding885,9161.7%CommonLB Pharmaceuticals Inc$19,728,0000.0%800,0001.6%CommonVeradermics Inc$18,945,000$18,945,000 â–²New Holding300,0001.6%CommonCAMP4 Therapeutics Inc$18,727,3650.0%4,246,5681.6%CommonMLTXMoonLake Immunotherapeutics$18,640,0000.0%1,000,0001.6%MedicalDSGNDesign Therapeutics$17,161,2880.0%1,612,9031.4%MedicalCOGTCogent Biosciences$16,254,327$76,082,914 â–¼-82.4%422,3001.4%MedicalGERNGeron$12,920,978$27,644,709 â–¼-68.1%8,671,7971.1%MedicalUnicycive Therapeutics$11,777,6470.0%1,789,9161.0%CommonAN2 Therapeutics Inc$10,785,449$10,785,449 â–²New Holding3,153,6400.9%CommonOLMAOlema Pharmaceuticals$10,017,1790.0%671,8430.8%MedicalSLNOSoleno Therapeutics$9,873,553$20,087,999 â–¼-67.0%294,9090.8%MedicalEupraxia Pharmaceuticals Inc$9,774,0000.0%1,350,0000.8%CommonOnkure Therapeutics Inc$7,980,719$7,980,719 â–²New Holding1,927,7100.7%CommonSurrozen Inc$7,573,8000.0%260,0000.6%CommonALXOALX Oncology$6,385,350$6,385,350 â–²New Holding3,184,7130.5%MedicalMonopar Therapeutics Inc$4,958,4950.0%90,5000.4%CommonPEPGPepGen$4,115,2500.0%2,325,0000.3%MedicalSERASera Prognostics$3,350,3930.0%1,650,4400.3%MedicalTenax Therapeutics Inc$3,331,2450.0%208,3330.3%CommonVRDNViridian Therapeutics$3,252,593$15,966,592 â–¼-83.1%166,2880.3%MedicalInstil Bio Inc$2,412,2020.0%292,7430.2%CommonPasithea Therapeutics Corp$1,557,7800.0%2,100,0000.1%CommonCMPSCompass Pathways$1,106,000$1,106,000 â–²New Holding200,0000.1%MedicalBolt Therapeutics Inc$292,5530.0%72,4140.0%CommonPrecision Biosciences Inc$25,7130.0%4,6750.0%CommonCidara Therapeutics, Inc.$0$211,318,836 â–¼-100.0%00.0%CommonAvadel Pharmaceuticals PLC$0$57,842,549 â–¼-100.0%00.0%ADRZenas Biopharma Inc$0$30,990,403 â–¼-100.0%00.0%CommonCTMXCytomX Therapeutics$0$12,288,460 â–¼-100.0%00.0%MedicalABEOAbeona Therapeutics$0$9,711,298 â–¼-100.0%00.0%MedicalVSTMVerastem$0$8,542,365 â–¼-100.0%00.0%MedicalSLNSilence Therapeutics$0$6,721,160 â–¼-100.0%00.0%MedicalPalisade Bio Inc$0$5,389,908 â–¼-100.0%00.0%CommonEnGene Holdings Inc$0$843,736 â–¼-100.0%00.0%WarrantsShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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