Institutional Fund
Bvf Inc/Il
San Francisco, CACIK 10568075 filings on record
Portfolio Value
$3.14B
Q1 2026
Holdings
41
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+5.7%
from $2.97B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kymera Therapeutics Inc14.6%
- Moonlake Immunotherapeutics9.5%
- Revolution Medicines Inc8.9%
- Nektar Therapeutics5.9%
- Structure Therapeutics Inc5.3%
- Mirum Pharmaceuticals Inc4.7%
- Other51.2%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kymera Therapeutics Inc | 5.50M | $458.32M | 14.6% | 0 | Held |
| 2 | Moonlake Immunotherapeutics | 16.00M | $298.26M | 9.5% | −3.75M | Reduced |
| 3 | Revolution Medicines Inc | 2.86M | $277.82M | 8.9% | −500.0K | Reduced |
| 4 | Nektar Therapeutics | 2.56M | $184.16M | 5.9% | +1.00M | Added |
| 5 | Structure Therapeutics Inc | 3.46M | $166.74M | 5.3% | −19.7K | Reduced |
| 6 | Mirum Pharmaceuticals Inc | 1.58M | $146.40M | 4.7% | +89.4K | Added |
| 7 | Gh Research PLC | 8.65M | $121.62M | 3.9% | −177.6K | Reduced |
| 8 | Palvella Therapeutics Inc Ne | 961.0K | $119.79M | 3.8% | +82.0K | Added |
| 9 | Zymeworks Inc | 3.73M | $93.50M | 3.0% | −204.5K | Reduced |
| 10 | Xencor Inc | 7.13M | $86.03M | 2.7% | 0 | Held |
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