Institutions / Bvf INC/IL
Bvf INC/IL
CIK 1056807 · Institution · as of Mar 31, 2026
Portfolio value
$3.14B
Positions
41
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.14B+5.7%Positions
41+0.0%Top holdings
Mar 31, 2026View all 41 →
| Company | Value | % of portfolio |
|---|---|---|
| Kymera Therapeutics, Inc. | $458.32M | 14.6% |
| MoonLake ImmunotherapeuticsMLTX | $298.26M | 9.5% |
| Revolution Medicines, Inc. | $277.82M | 8.9% |
| Nektar Therapeutics | $184.16M | 5.9% |
| Structure Therapeutics Inc.GPCR | $166.74M | 5.3% |
| Mirum Pharmaceuticals, Inc. | $146.40M | 4.7% |
| Gh Research PLC | $121.62M | 3.9% |
| Palvella Therapeutics, Inc.PVLA | $119.79M | 3.8% |
| Zymeworks Inc. | $93.50M | 3.0% |
| Xencor Inc | $86.03M | 2.7% |
| Stoke Therapeutics, Inc. | $82.95M | 2.6% |
| Cullinan Therapeutics, Inc. | $81.72M | 2.6% |
| Disc Medicine, Inc.IRON | $81.35M | 2.6% |
| XOMA Royalty Corp | $81.26M | 2.6% |
| Olema Pharmaceuticals, Inc. | $78.96M | 2.5% |
| Tyra Biosciences, Inc. | $75.69M | 2.4% |
| Monte Rosa Therapeutics, Inc. | $73.38M | 2.3% |
| Alkermes plc. | $70.72M | 2.3% |
| Kura Oncology, Inc. | $68.66M | 2.2% |
| Ac Immune SA | $54.51M | 1.7% |
| Crescent Biopharma, Inc. | $50.49M | 1.6% |
| Annexon, Inc. | $48.19M | 1.5% |
| Compass Therapeutics, Inc. | $41.08M | 1.3% |
| Immunocore Holdings Plc-AdrIMCR | $39.03M | 1.2% |
| Septerna, Inc.SEPN | $32.52M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Nektar Therapeutics | $71.95M | +1.0M +64.12% | 2,559,595 5.87% of portfolio | high |
| Q1 2026 as of | New | Alkermes plc. | $70.72M | +2.0M | 2,000,000 2.25% of portfolio | high |
| Q1 2026 as of | Trim | MLTX MoonLake Immunotherapeutics Common Stock | $-69.90M | -3.8M -18.99% | 16,001,284 9.50% of portfolio | high |
| Q1 2026 as of | Exit | 00370M103 | $-68.51M | -508K -100.00% | — | high |
| Q1 2026 as of | Trim | Revolution Medicines, Inc. | $-48.63M | -500K -14.90% | 2,856,782 8.85% of portfolio | medium |
| Q1 2026 as of | Add | IRON Disc Medicine, Inc. Common Stock | $39.79M | +622K +95.74% | 1,272,312 2.59% of portfolio | medium |
| Q1 2026 as of | New | Sutro Biopharma, Inc. | $31.18M | +1.3M | 1,251,788 0.99% of portfolio | medium |
| Q1 2026 as of | Exit | 760273102 | $-26.87M | -10.3M -100.00% | — | medium |
| Q1 2026 as of | New | Anteris Technologies Global Corp. | $16.65M | +3.0M | 3,000,000 0.53% of portfolio | medium |
| Q1 2026 as of | Trim | 4D Molecular Therapeutics, Inc. | $-16.29M | -1.8M -37.80% | 2,879,289 0.85% of portfolio | medium |