Bvf Inc/Il
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.14B
Q ending 2026-03-31
Prior quarter
$2.97B
Q ending 2025-12-31
Change
+5.7% QoQ · +27.9% YoY
Positions
41
reported holdings
Largest positions
All 41 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Kymera Therapeutics Inc | KYMR | Shares | $458.3M | 5.5M |
| Moonlake Immunotherapeutics | MLTX | Shares | $298.3M | 16.0M |
| Revolution Medicines Inc | RVMD | Shares | $277.8M | 2.9M |
| Nektar Therapeutics | NKTR | Shares | $184.2M | 2.6M |
| Structure Therapeutics Inc | GPCR | Shares | $166.7M | 3.5M |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $146.4M | 1.6M |
| Gh Research Plc | Shares | $121.6M | 8.7M | |
| Palvella Therapeutics Inc Ne | PVLA | Shares | $119.8M | 961K |
| Zymeworks Inc | ZYME | Shares | $93.5M | 3.7M |
| Xencor Inc | XNCR | Shares | $86.0M | 7.1M |
| Stoke Therapeutics Inc | STOK | Shares | $82.9M | 2.5M |
| Cullinan Therapeutics Inc | CGEM | Shares | $81.7M | 5.8M |
| Disc Medicine Inc | IRON | Shares | $81.4M | 1.3M |
| Xoma Royalty Corporation | X0M1 | Shares | $81.3M | 2.6M |
| Olema Pharmaceuticals Inc | OLMA | Shares | $79.0M | 5.3M |
| Tyra Biosciences Inc | TYRA | Shares | $75.7M | 2.0M |
| Monte Rosa Therapeutics Inc | GLUE | Shares | $73.4M | 4.5M |
| Alkermes Plc | Shares | $70.7M | 2.0M | |
| Kura Oncology Inc | KURA | Shares | $68.7M | 8.4M |
| Ac Immune Sa | Shares | $54.5M | 19.8M | |
| Crescent Biopharma Inc. | Shares | $50.5M | 2.7M | |
| Annexon Inc | ANNX | Shares | $48.2M | 8.7M |
| Compass Therapeutics Inc | CMPX | Shares | $41.1M | 7.8M |
| Immunocore Hldgs Plc | IMCR | Shares | $39.0M | 1.3M |
| Septerna Inc | SEPN | Shares | $32.5M | 1.4M |
| Sutro Biopharma Inc | STRO | Shares | $31.2M | 1.3M |
| Foghorn Therapeutics Inc | FHTX | Shares | $27.9M | 5.8M |
| 4D Molecular Therapeutics In | FDMT | Shares | $26.8M | 2.9M |
| Invivyd Inc | IVVD | Shares | $25.4M | 19.5M |
| Avalo Therapeutics Inc | AVTX | Shares | $24.4M | 1.6M |
| Eledon Pharmaceuticals Inc | ELDN | Shares | $19.4M | 6.3M |
| Anteris Technologies Global | AVR | Shares | $16.6M | 3.0M |
| X4 Pharmaceuticals Inc | XFOR | Shares | $9.2M | 2.2M |
| Immunic Inc | VTLUSD | Shares | $8.5M | 7.7M |
| Onkure Therapeutics Inc | OKUR | Shares | $8.2M | 2.0M |
| Tscan Therapeutics Inc | TCRX | Shares | $5.6M | 5.6M |
| Imagenebio Inc | IMA | Shares | $5.6M | 1.1M |
| Tenax Therapeutics Inc | TENX | Shares | $5.4M | 340K |
| Molecular Partners Ag | MOLN | Shares | $5.4M | 1.4M |
| Inventiva Sa | IVA | Shares | $3.8M | 686K |
| Engene Holdings Inc | Shares | $2.5M | 945K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.