13F

Investor

BVF INC/IL

CIK 0001056807 · filed 2026-02-17 · SEC filing

Q1 2026Q4 2025

13F book

$2.97B

Positions

41

Largest name

14.4%

Kymera Therapeutics, Inc. · KYMR

Est. mark

—

Need a prior quarter to estimate
HoldingsActivity
Show puts & calls
NameTickerSharesValueWeightEst. markChange
Kymera Therapeutics, Inc.KYMR5.5M$428.2M14.4%—Held
Revolution Medicines Inc—3.36M$267.4M9.0%—Held
Moonlake ImmunotherapeuticsMLTX19.8M$260.3M8.8%—Held
Structure Therapeutics Inc.GPCR3.48M$242M8.1%—Held
Olema Pharmaceuticals, Inc.OLMA5.3M$132.4M4.5%—Held
Mirum Pharmaceuticals, Inc.MIRM1.5M$118.1M4.0%—Held
Gh Research PlcGHRS8.83M$112.1M3.8%—Held
Xencor IncXNCR7.13M$109.2M3.7%—Held
Zymeworks Inc.ZYME3.94M$103.7M3.5%—Held
Palvella Therapeutics Inc Ne—879K$92M3.1%—Held
Kura Oncology, Inc.KURA8.62M$89.5M3.0%—Held
Stoke Therapeutics, Inc.STOK2.27M$71.9M2.4%—Held
Xoma Royalty Corporation—2.59M$68.9M2.3%—Held
Abivax Sa—508K$68.5M2.3%—Held
Nektar TherapeuticsNKTR1.56M$65.9M2.2%—Held
Ac Immune SaACIU19.8M$62.2M2.1%—Held
Monte Rosa Therapeutics, Inc.GLUE3.84M$60.1M2.0%—Held
Cullinan Therapeutics, Inc.CGEM5.75M$59.5M2.0%—Held
Tyra Biosciences, Inc.TYRA2.13M$55.9M1.9%—Held
Disc Medicine, Inc.IRON650K$51.6M1.7%—Held
Immunocore Hldgs Plc—1.49M$50.3M1.7%—Held
Invivyd, Inc.IVVD19.5M$48.2M1.6%—Held
Septerna, Inc.SEPN1.72M$48M1.6%—Held
Annexon, Inc.ANNX9.13M$45.8M1.5%—Held
Compass Therapeutics, Inc.CMPX7.76M$41.7M1.4%—Held
4d Molecular Therapeutics In—4.63M$34.7M1.2%—Held
Crescent Biopharma, Inc.CBIO2.75M$32.6M1.1%—Held
Foghorn Therapeutics Inc.FHTX5.3M$28.6M1.0%—Held
Repare Therapeutics Inc—10.3M$26.9M0.9%—Held
Avalo Therapeutics, Inc.AVTX1.36M$24.6M0.8%—Held
PepGen Inc.PEPG1.92M$12.5M0.4%—Held
Eledon Pharmaceuticals, Inc.ELDN6.29M$9.5M0.3%—Held
X4 Pharmaceuticals, IncXFOR2.23M$8.93M0.3%—Held
Axsome Therapeutics, Inc.AXSM45.8K$8.36M0.3%—Held
Molecular Partners AgMOLN1.35M$5.82M0.2%—Held
ImageneBio, Inc.IMA802.1K$5.53M0.2%—Held
TScan Therapeutics, Inc.TCRX5.23M$5.23M0.2%—Held
Tenax Therapeutics, Inc.TENX339.5K$4.14M0.1%—Held
Immunic, Inc.IMUX7.65M$4.08M0.1%—Held
Inventiva Sa—686K$3.19M0.1%—Held
Engene Holdings Inc—945.4K$2.4M0.1%—Held

Positions as of Q4 2025. 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.