Vivo Capital, LLC holds a focused book of 47 reported positions worth $1.1B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Odyssey Therapeutics Inc first appears in 13F filings, a listing rather than a purchase; they opened Achieve Life Sciences Inc and trimmed Praxis Precision Medicines I. Their largest long position is Trevi Therapeutics Inc at 9% of the reported non-option book. Cloning the disclosed picks since 2016 would be +314% (+14.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +360.1%, a 45.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Vivo Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Vivo Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Acuta Capital Partners, LLC | 12 / 47 | $81.3M |
| Logos Global Management LP | 23 / 47 | $1.0B |
| TCG Crossover Management, LLC | 11 / 47 | $1.6B |
| Boxer Capital Management, LLC | 13 / 47 | $511.7M |
| Octagon Capital Advisors LP | 8 / 47 | $419.9M |
| KVP Capital Advisors, LP | 9 / 47 | $50.8M |
| Cormorant Asset Management, LP | 10 / 47 | $691.3M |
| Avidity Partners Management LP | 5 / 47 | $213.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Vivo Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Trevi Therapeutics Inc Common | $95.0M | 5.09M | 8.7% | —Held | |
| 2 | Praxis Precision Medicines Common | $90.8M | 271.1K | 8.3% | ▼−20% Reduced · −68K sh | |
| 3 | Erasca Inc Common | $75.6M | 4.13M | 6.9% | ▼−66% Reduced · −8.0M sh | |
| 4 | Arrivent BioPharma Inc Common | $58.4M | 1.68M | 5.3% | ▲+90% Added · +796K sh | |
| 5 | Abivax SA - ADR SPONSORED ADS | $55.3M | 414.9K | 5.0% | ▲+73% Added · +175K sh | |
| 6 | Tango Therapeutics Inc Common | $43.1M | 1.38M | 3.9% | ▼−36% Reduced · −775K sh | |
| 7 | Corvus Pharmaceuticals Inc Common | $41.9M | 2.81M | 3.8% | —Held | |
| 8 | Bright Minds Biosciences Inc Common | $39.1M | 557.2K | 3.6% | —Held | |
| 9 | Sinovac Biotech Ltd. SHS | $38.2M | 5.90M | 3.5% | —Held | |
| 10 | Tenax Therapeutics Inc Common | $36.4M | 2.50M | 3.3% | ▲12× Added · +2.3M sh | |
| 11 | Aclaris Therapeutics, Inc. Common | $35.4M | 6.69M | 3.2% | ▲+0.4% Added · +28K sh | |
| 12 | Dyne Therapeutics Inc Common | $34.6M | 1.56M | 3.2% | —Held | |
| 13 | Dianthus Therapeutics Inc Common | $34.5M | 354.0K | 3.2% | —Held | |
| 14 | Alto Neuroscience Inc Common | $31.9M | 1.21M | 2.9% | ▲+17% Added · +173K sh | |
| 15 | DBV Technologies SA SPONSORED ADS | $30.3M | 1.84M | 2.8% | ▼−31% Reduced · −823K sh | |
| 16 | SAB Biotherapeutics Inc Common | $28.5M | 7.30M | 2.6% | ▼−36% Reduced · −4.1M sh | |
| 17 | Moonlake Immunotherapeutics Class A ORD | $27.3M | 1.40M | 2.5% | ▲+40% Added · +400K sh | |
| 18 | LB Pharmaceuticals Inc Common | $26.0M | 800.0K | 2.4% | —Held | |
| 19 | Minerva Neurosciences Inc Common | $24.0M | 4.32M | 2.2% | —Held | |
| 20 | Design Therapeutics Inc Common | $23.3M | 1.61M | 2.1% | —Held | |
| 21 | Oric Pharmaceuticals Inc Common | $20.0M | 1.85M | 1.8% | —Held | |
| 22 | CAMP4 Therapeutics Corporation Common | $18.6M | 4.25M | 1.7% | —Held | |
| 23 | Faeth Therapeutics Inc Common | $18.1M | 722.0K | 1.6% | —Held | |
| 24 | Achieve Life Sciences Inc. Common | $18.0M | 2.75M | 1.6% | ▲New New position | |
| 25 | Compass Therapeutics Inc Common | $17.0M | 7.76M | 1.6% | ▼−19% Reduced · −1.8M sh | |
| 26 | AN2 Therapeutics Inc Common | $15.3M | 3.15M | 1.4% | —Held | |
| 27 | Editas Medicine Inc Common | $11.5M | 3.56M | 1.1% | ▲New New position | |
| 28 | Geron Corp Common | $11.1M | 8.67M | 1.0% | —Held | |
| 29 | Odyssey Therapeutics Inc Common | $10.8M | 575.0K | 1.0% | →Listed Newly reportable | |
| 30 | Eupraxia Pharmaceuticals Inc Common | $8.9M | 1.35M | 0.8% | —Held | |
| 31 | Onkure Therapeutics Inc Common | $8.8M | 1.93M | 0.8% | —Held | |
| 32 | Olema Pharmaceuticals Inc Common | $8.4M | 671.8K | 0.8% | —Held | |
| 33 | Monopar Therapeutics Inc Common | $8.4M | 90.5K | 0.8% | —Held | |
| 34 | Aura Biosciences Inc Common | $8.3M | 1.17M | 0.8% | ▲New New position | |
| 35 | Surrozen Inc Common | $6.7M | 260.0K | 0.6% | —Held | |
| 36 | ALX Oncology Holdings Inc Common | $6.6M | 3.18M | 0.6% | —Held | |
| 37 | Satellos Bioscience Inc Common | $6.3M | 813.7K | 0.6% | —Held | |
| 38 | Avalo Therapeutics Inc Common | $5.1M | 275.0K | 0.5% | ▲New New position | |
| 39 | Pepgen Inc Common | $4.2M | 2.33M | 0.4% | —Held | |
| 40 | Valneva SE SPONSORED ADS | $4.0M | 763.2K | 0.4% | ▲New New position | |
| 41 | Sera Prognostics Inc Common | $3.0M | 1.65M | 0.3% | —Held | |
| 42 | Unicycive Therapeutics Common | $2.6M | 550.0K | 0.2% | ▼−69% Reduced · −1.2M sh | |
| 43 | Instil Bio Inc Common | $2.3M | 292.7K | 0.2% | —Held | |
| 44 | InMed Pharmaceuticals Inc Common | $1.2M | 798.4K | 0.1% | ▲New New position | |
| 45 | Bolt Biotherapeutics Inc Common | $279K | 72.4K | <0.1% | —Held | |
| 46 | Pasithea Therapeutics Corp Common | $240K | 465.5K | <0.1% | ▼−78% Reduced · −1.6M sh | |
| 47 | Precision Biosciences Inc Common | $37K | 4.7K | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Vivo Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 47 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 20, 2026 | 50d | 46 | $1.2B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 47 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 47 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 42 | $977.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 40 | $755.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 40 | $892.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 43 | $1.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 42 | $1.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 22, 2024 | 22d | 42 | $1.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 38d | 47 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 39d | 53 | $912.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 48 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 48 | $1.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 44d | 48 | $868.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 51 | $905.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 49 | $995.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 43d | 54 | $1.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 42d | 55 | $1.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 60 | $2.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47d | 59 | $2.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 47d | 63 | $2.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 47d | 59 | $2.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.