BVF Inc holds a focused book of 41 stocks worth $3.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Alkermes PLC and trimmed Moonlake Immunotherapeutics. Their largest long position is Kymera Therapeutics Inc at 15% of the equity book.
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Use Arkolith to show BVF INC/IL's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Kymera Therapeutics Inc COM | $458.3M | 5.50M | 14.6% | —Held | |
| 2 | Moonlake Immunotherapeutics CLASS A ORD | $298.3M | 16.00M | 9.5% | ▼−19% Reduced · −3.8M sh | |
| 3 | Revolution Medicines Inc COM | $277.8M | 2.86M | 8.9% | ▼−15% Reduced · −500K sh | |
| 4 | Nektar Therapeutics COM NEW | $184.2M | 2.56M | 5.9% | ▲+64% Added · +1.0M sh | |
| 5 | Structure Therapeutics Inc SPONSORED ADS | $166.7M | 3.46M | 5.3% | ▼−0.6% Reduced · −20K sh | |
| 6 | Mirum Pharmaceuticals Inc COM | $146.4M | 1.58M | 4.7% | ▲+6.0% Added · +89K sh | |
| 7 | GH Research PLC ORDINARY SHARES | $121.6M | 8.65M | 3.9% | ▼−2.0% Reduced · −178K sh | |
| 8 | Palvella Therapeutics Inc Ne COM | $119.8M | 961.0K | 3.8% | ▲+9.3% Added · +82K sh | |
| 9 | Zymeworks Inc COM | $93.5M | 3.73M | 3.0% | ▼−5.2% Reduced · −204K sh | |
| 10 | Xencor Inc COM | $86.0M | 7.13M | 2.7% | —Held | |
| 11 | Stoke Therapeutics Inc COM | $82.9M | 2.55M | 2.6% | ▲+12% Added · +282K sh | |
| 12 | Cullinan Therapeutics Inc COM | $81.7M | 5.75M | 2.6% | —Held | |
| 13 | Disc Medicine Inc COM | $81.4M | 1.27M | 2.6% | ▲+96% Added · +622K sh | |
| 14 | Xoma Royalty Corporation COM NEW | $81.3M | 2.59M | 2.6% | —Held | |
| 15 | Olema Pharmaceuticals Inc COM | $79.0M | 5.30M | 2.5% | —Held | |
| 16 | Tyra Biosciences Inc COM | $75.7M | 1.98M | 2.4% | ▼−7.1% Reduced · −151K sh | |
| 17 | Monte Rosa Therapeutics Inc COM | $73.4M | 4.46M | 2.3% | ▲+16% Added · +625K sh | |
| 18 | Alkermes PLC SHS | $70.7M | 2.00M | 2.3% | ▲New New position | |
| 19 | Kura Oncology Inc COM | $68.7M | 8.45M | 2.2% | ▼−2.0% Reduced · −171K sh | |
| 20 | Ac Immune Sa SHS | $54.5M | 19.82M | 1.7% | —Held | |
| 21 | Crescent Biopharma Inc. COM | $50.5M | 2.75M | 1.6% | —Held | |
| 22 | Annexon Inc COM | $48.2M | 8.70M | 1.5% | ▼−4.7% Reduced · −430K sh | |
| 23 | Compass Therapeutics Inc COM | $41.1M | 7.76M | 1.3% | —Held | |
| 24 | Immunocore Hldgs PLC ADS | $39.0M | 1.29M | 1.2% | ▼−13% Reduced · −195K sh | |
| 25 | Septerna Inc COM | $32.5M | 1.35M | 1.0% | ▼−21% Reduced · −368K sh | |
| 26 | Sutro Biopharma Inc COM SHS | $31.2M | 1.25M | 1.0% | ▲New New position | |
| 27 | Foghorn Therapeutics Inc COM | $27.9M | 5.84M | 0.9% | ▲+10% Added · +540K sh | |
| 28 | 4D Molecular Therapeutics In COM | $26.8M | 2.88M | 0.9% | ▼−38% Reduced · −1.8M sh | |
| 29 | Invivyd Inc COM | $25.4M | 19.52M | 0.8% | —Held | |
| 30 | Avalo Therapeutics Inc COM NEW | $24.4M | 1.63M | 0.8% | ▲+20% Added · +278K sh | |
| 31 | Eledon Pharmaceuticals Inc COM | $19.4M | 6.29M | 0.6% | —Held | |
| 32 | Anteris Technologies Global COM | $16.6M | 3.00M | 0.5% | ▲New New position | |
| 33 | X4 Pharmaceuticals Inc COM NEW | $9.2M | 2.23M | 0.3% | —Held | |
| 34 | Immunic Inc COM | $8.5M | 7.65M | 0.3% | —Held | |
| 35 | Onkure Therapeutics Inc COM CL A | $8.2M | 1.98M | 0.3% | ▲New New position | |
| 36 | Tscan Therapeutics Inc COM | $5.6M | 5.56M | 0.2% | ▲+6.5% Added · +338K sh | |
| 37 | Imagenebio Inc COM | $5.6M | 1.11M | 0.2% | ▲+38% Added · +308K sh | |
| 38 | Tenax Therapeutics Inc COM NEW | $5.4M | 339.5K | 0.2% | —Held | |
| 39 | Molecular Partners AG ADS | $5.4M | 1.35M | 0.2% | —Held | |
| 40 | Inventiva Sa ADS | $3.8M | 686.0K | 0.1% | —Held | |
| 41 | Engene Holdings Inc *W EXP 10/31/202 | $2.5M | 945.4K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 41 | $3.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 41 | $3.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 46 | $2.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 44 | $2.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 51 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 53 | $3.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 55 | $3.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 60 | $3.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 62 | $3.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 70 | $4.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 69 | $3.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 67 | $3.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 72 | $2.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 78 | $2.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 80 | $2.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 79 | $2.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 81 | $2.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 83 | $2.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 75 | $2.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 70 | $2.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 67 | $2.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 68 | $2.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 62 | $1.8B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 57 | $1.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.