Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BVF INC/IL (CIK 1056807) reported $3.14B across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KYMR ($458.3M, 14.60%), MLTX ($298.3M, 9.50%), RVMD ($277.8M, 8.85%), NKTR ($184.2M, 5.87%), GPCR ($166.7M, 5.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KYMR | KYMERA THERAPEUTICS INC | $458.3M | 14.60% | 5.5M | Hold |
| 2 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $298.3M | 9.50% | 16.0M | Trimmed |
| 3 | RVMD | REVOLUTION MEDICINES INC | $277.8M | 8.85% | 2.9M | Trimmed |
| 4 | NKTR | NEKTAR THERAPEUTICS | $184.2M | 5.87% | 2.6M | Added |
| 5 | GPCR | STRUCTURE THERAPEUTICS INC | $166.7M | 5.31% | 3.5M | Trimmed |
| 6 | MIRM | MIRUM PHARMACEUTICALS INC | $146.4M | 4.66% | 1.6M | Added |
| 7 | GHRS | GH RESEARCH PLC | $121.6M | 3.87% | 8.7M | Trimmed |
| 8 | PVLA | PALVELLA THERAPEUTICS INC NE | $119.8M | 3.82% | 960,989 | Added |
| 9 | ZYME | ZYMEWORKS INC | $93.5M | 2.98% | 3.7M | Trimmed |
| 10 | XNCR | XENCOR INC | $86.0M | 2.74% | 7.1M | Hold |
| 11 | STOK | STOKE THERAPEUTICS INC | $82.9M | 2.64% | 2.5M | Added |
| 12 | CGEM | CULLINAN THERAPEUTICS INC | $81.7M | 2.60% | 5.8M | Hold |
| 13 | IRON | DISC MEDICINE INC | $81.4M | 2.59% | 1.3M | Added |
| 14 | XOMA | XOMA ROYALTY CORPORATION | $81.3M | 2.59% | 2.6M | Hold |
| 15 | OLMA | OLEMA PHARMACEUTICALS INC | $79.0M | 2.52% | 5.3M | Hold |
| 16 | TYRA | TYRA BIOSCIENCES INC | $75.7M | 2.41% | 2.0M | Trimmed |
| 17 | GLUE | MONTE ROSA THERAPEUTICS INC | $73.4M | 2.34% | 4.5M | Added |
| 18 | ALKS | ALKERMES PLC | $70.7M | 2.25% | 2.0M | New |
| 19 | KURA | KURA ONCOLOGY INC | $68.7M | 2.19% | 8.4M | Trimmed |
| 20 | ACIU | AC IMMUNE SA | $54.5M | 1.74% | 19.8M | Hold |
| 21 | CBIO | CRESCENT BIOPHARMA INC. | $50.5M | 1.61% | 2.7M | Hold |
| 22 | ANNX | ANNEXON INC | $48.2M | 1.54% | 8.7M | Trimmed |
| 23 | CMPX | COMPASS THERAPEUTICS INC | $41.1M | 1.31% | 7.8M | Hold |
| 24 | IMCR | IMMUNOCORE HLDGS PLC | $39.0M | 1.24% | 1.3M | Trimmed |
| 25 | SEPN | SEPTERNA INC | $32.5M | 1.04% | 1.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31