Institutional Fund
Vivo Capital, LLC
Palo Alto, CACIK 16747126 filings on record
Portfolio Value
$1.20B
Q1 2026
Holdings
46
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-22.2%
from $1.55B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Erasca Inc16.3%
- Praxis Precision Medicines I9.1%
- Terns Pharmaceuticals Inc5.8%
- Trevi Therapeutics Inc5.1%
- Dbv Technologies S A4.6%
- Compass Therapeutics Inc4.2%
- Other54.8%
Portfolio Holdings
46 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Erasca Inc | 12.15M | $196.61M | 16.3% | +2.88M | Added |
| 2 | Praxis Precision Medicines I | 338.9K | $109.19M | 9.1% | +10.0K | Added |
| 3 | Terns Pharmaceuticals Inc | 1.33M | $70.35M | 5.8% | −4.01M | Reduced |
| 4 | Trevi Therapeutics Inc | 5.09M | $60.78M | 5.1% | 0 | Held |
| 5 | Dbv Technologies S A | 2.67M | $55.73M | 4.6% | +205.9K | Added |
| 6 | Compass Therapeutics Inc | 9.55M | $50.50M | 4.2% | 0 | Held |
| 7 | Tango Therapeutics Inc | 2.15M | $45.08M | 3.7% | 0 | Held |
| 8 | Sab Biotherapeutics Inc | 11.42M | $43.74M | 3.6% | 0 | Held |
| 9 | Corvus Pharmaceuticals Inc | 2.81M | $41.05M | 3.4% | +571.3K | Added |
| 10 | Bright Minds Biosciences Inc | 557.2K | $40.66M | 3.4% | +55.6K | Added |
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