Investor
BVF INC/IL
CIK 0001056807 · filed 2026-05-15 · SEC filing
13F book
$3.14B
Positions
41
4 new · 4 sold
Largest name
14.6%
Kymera Therapeutics, Inc. · KYMR
Est. mark
$135.6M
Price effect on 37 names still held. Flow $32.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Kymera Therapeutics, Inc. | KYMR | 5.5M | $458.3M | 14.6% | $30.2M | Held |
| Moonlake Immunotherapeutics | MLTX | 16M | $298.3M | 9.5% | $87.4M | Cut$37.9M |
| Revolution Medicines Inc | — | 2.86M | $277.8M | 8.9% | $50.3M | Cut$10.5M |
| Nektar Therapeutics | NKTR | 2.56M | $184.2M | 5.9% | $46.3M | Added$118.2M |
| Structure Therapeutics Inc. | GPCR | 3.46M | $166.7M | 5.3% | −$73.9M | Cut−$75.2M |
| Mirum Pharmaceuticals, Inc. | MIRM | 1.58M | $146.4M | 4.7% | $20M | Added$28.3M |
| Gh Research Plc | GHRS | 8.65M | $121.6M | 3.9% | $11.8M | Cut$9.51M |
| Palvella Therapeutics Inc Ne | — | 961K | $119.8M | 3.8% | $17.6M | Added$27.8M |
| Zymeworks Inc. | ZYME | 3.73M | $93.5M | 3.0% | −$4.82M | Cut−$10.2M |
| Xencor Inc | XNCR | 7.13M | $86M | 2.7% | −$23.2M | Held |
| Stoke Therapeutics, Inc. | STOK | 2.55M | $82.9M | 2.6% | $1.86M | Added$11M |
| Cullinan Therapeutics, Inc. | CGEM | 5.75M | $81.7M | 2.6% | $22.2M | Held |
| Disc Medicine, Inc. | IRON | 1.27M | $81.4M | 2.6% | −$10.1M | Added$29.7M |
| Xoma Royalty Corporation | — | 2.59M | $81.3M | 2.6% | $12.4M | Held |
| Olema Pharmaceuticals, Inc. | OLMA | 5.3M | $79M | 2.5% | −$53.4M | Held |
| Tyra Biosciences, Inc. | TYRA | 1.98M | $75.7M | 2.4% | $23.7M | Cut$19.8M |
| Monte Rosa Therapeutics, Inc. | GLUE | 4.46M | $73.4M | 2.3% | $2.95M | Added$13.2M |
| Alkermes plc. | ALKS | 2M | $70.7M | 2.3% | — | New |
| Kura Oncology, Inc. | KURA | 8.45M | $68.7M | 2.2% | −$19.1M | Cut−$20.9M |
| Ac Immune Sa | ACIU | 19.8M | $54.5M | 1.7% | −$7.73M | Held |
| Crescent Biopharma, Inc. | CBIO | 2.75M | $50.5M | 1.6% | $17.9M | Held |
| Annexon, Inc. | ANNX | 8.7M | $48.2M | 1.5% | $4.52M | Cut$2.36M |
| Compass Therapeutics, Inc. | CMPX | 7.76M | $41.1M | 1.3% | −$621.2K | Held |
| Immunocore Hldgs Plc | — | 1.29M | $39M | 1.2% | −$4.7M | Cut−$11.3M |
| Septerna, Inc. | SEPN | 1.35M | $32.5M | 1.0% | −$5.21M | Cut−$15.5M |
| Sutro Biopharma, Inc. | STRO | 1.25M | $31.2M | 1.0% | — | New |
| Foghorn Therapeutics Inc. | FHTX | 5.84M | $27.9M | 0.9% | −$3.29M | Added−$706K |
| 4d Molecular Therapeutics In | — | 2.88M | $26.8M | 0.9% | $5.21M | Cut−$7.91M |
| Invivyd, Inc. | IVVD | 19.5M | $25.4M | 0.8% | −$22.8M | Held |
| Avalo Therapeutics, Inc. | AVTX | 1.63M | $24.4M | 0.8% | −$4.38M | Added−$233.1K |
| Eledon Pharmaceuticals, Inc. | ELDN | 6.29M | $19.4M | 0.6% | $9.88M | Held |
| Anteris Technologies Global Corp. | AVR | 3M | $16.6M | 0.5% | — | New |
| X4 Pharmaceuticals, Inc | XFOR | 2.23M | $9.23M | 0.3% | $290.4K | Held |
| Immunic, Inc. | IMUX | 7.65M | $8.49M | 0.3% | $4.41M | Held |
| OnKure Therapeutics, Inc. | OKUR | 1.98M | $8.19M | 0.3% | — | New |
| TScan Therapeutics, Inc. | TCRX | 5.56M | $5.62M | 0.2% | $52.3K | Added$393.9K |
| ImageneBio, Inc. | IMA | 1.11M | $5.55M | 0.2% | −$1.52M | Added$15.5K |
| Tenax Therapeutics, Inc. | TENX | 339.5K | $5.43M | 0.2% | $1.29M | Held |
| Molecular Partners Ag | MOLN | 1.35M | $5.36M | 0.2% | −$460.3K | Held |
| Inventiva Sa | — | 686K | $3.81M | 0.1% | $617.4K | Held |
| Engene Holdings Inc | — | 945.4K | $2.49M | 0.1% | $85.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.