Bvf Inc 13F Holdings · Q2 2026
Bvf Inc reported 44 securities worth $3.91B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RVMD (14.20%), KYMR (11.35%), XOMA (8.25%). Among its top 25 positions this quarter: 4 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $555.3M | 14.20% | 3.0M | Added |
| 2 | KYMR | KYMERA THERAPEUTICS INC | $444.0M | 11.35% | 3.9M | Trimmed |
| 3 | XOMA | XOMA ROYALTY CORPORATION | $322.7M | 8.25% | 7.6M | Added |
| 4 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $311.5M | 7.97% | 16.0M | Hold |
| 5 | GHRS | GH RESEARCH PLC | $232.5M | 5.95% | 8.7M | Hold |
| 6 | GPCR | STRUCTURE THERAPEUTICS INC | $180.7M | 4.62% | 3.4M | Trimmed |
| 7 | NKTR | NEKTAR THERAPEUTICS | $166.9M | 4.27% | 2.4M | Trimmed |
| 8 | MIRM | MIRUM PHARMACEUTICALS INC | $123.6M | 3.16% | 1.1M | Trimmed |
| 9 | XNCR | XENCOR INC | $114.9M | 2.94% | 7.1M | Hold |
| 10 | ALKS | ALKERMES PLC | $112.9M | 2.89% | 2.2M | Added |
| 11 | GLUE | MONTE ROSA THERAPEUTICS INC | $108.0M | 2.76% | 4.5M | Hold |
| 12 | CGEM | CULLINAN THERAPEUTICS INC | $104.7M | 2.68% | 5.8M | Hold |
| 13 | PVLA | PALVELLA THERAPEUTICS INC NE | $102.8M | 2.63% | 672,789 | Trimmed |
| 14 | ZYME | ZYMEWORKS INC | $95.4M | 2.44% | 3.6M | Trimmed |
| 15 | KURA | KURA ONCOLOGY INC | $92.7M | 2.37% | 8.4M | Hold |
| 16 | IRON | DISC MEDICINE INC | $84.4M | 2.16% | 1.2M | Trimmed |
| 17 | STOK | STOKE THERAPEUTICS INC | $83.4M | 2.13% | 2.5M | Hold |
| 18 | OLMA | OLEMA PHARMACEUTICALS INC | $66.3M | 1.69% | 5.3M | Hold |
| 19 | ANNX | ANNEXON INC | $49.7M | 1.27% | 8.7M | Hold |
| 20 | CBIO | CRESCENT BIOPHARMA INC. | $49.5M | 1.27% | 2.7M | Hold |
| 21 | ACIU | AC IMMUNE SA | $47.2M | 1.21% | 19.8M | Hold |
| 22 | TYRA | TYRA BIOSCIENCES INC | $47.1M | 1.21% | 1.5M | Trimmed |
| 23 | STRO | SUTRO BIOPHARMA INC | $41.6M | 1.06% | 1.3M | Hold |
| 24 | IMCR | IMMUNOCORE HLDGS PLC | $41.1M | 1.05% | 1.3M | Hold |
| 25 | AVTX | AVALO THERAPEUTICS INC | $38.4M | 0.98% | 2.1M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR