Vivo Capital, LLC holds a focused book of 46 stocks worth $1.2B as of Q1 2026 (disclosed May 20, 2026, a ~50-day 13F lag). This quarter they opened Sensei Biotherapeutics Inc and trimmed Terns Pharmaceuticals Inc. Their largest long position is Erasca Inc at 16% of the equity book. Cloning the disclosed picks since 2016 would be +348% (+15.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Vivo Capital, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +400.4%, a 52.8-point gap that is the cost of the ~50-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, ~50 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.
93% 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
Other tracked managers holding the same core names as Vivo Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 52 / 46 | $881.8M |
| GEODE CAPITAL MANAGEMENT, LLC | 51 / 46 | $1.1B |
| MORGAN STANLEY | 51 / 46 | $1.1B |
| MILLENNIUM MANAGEMENT LLC | 48 / 46 | $591.5M |
| BlackRock, Inc. | 47 / 46 | $4.1B |
| BARCLAYS PLC | 47 / 46 | $105.9M |
| BNP PARIBAS FINANCIAL MARKETS | 46 / 46 | $139.6M |
| STATE STREET CORP | 44 / 46 | $1.7B |
Ranked by how many of Vivo Capital, LLC's top 46 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Erasca Inc Common | $196.6M | 12.15M | 16.3% | ▲+31% Added · +2.9M sh | |
| 2 | Praxis Precision Medicines Common | $109.2M | 338.9K | 9.1% | ▲+3.0% Added · +10K sh | |
| 3 | Terns Pharmaceuticals Inc Common | $70.4M | 1.33M | 5.8% | ▼−75% Reduced · −4.0M sh | |
| 4 | Trevi Therapeutics Inc Common | $60.8M | 5.09M | 5.1% | —Held | |
| 5 | DBV Technologies SA SPONSORED ADS | $55.7M | 2.67M | 4.6% | ▲+8.4% Added · +206K sh | |
| 6 | Compass Therapeutics Inc Common | $50.5M | 9.55M | 4.2% | —Held | |
| 7 | Tango Therapeutics Inc Common | $45.1M | 2.15M | 3.7% | —Held | |
| 8 | SAB Biotherapeutics Inc Common | $43.7M | 11.42M | 3.6% | —Held | |
| 9 | Corvus Pharmaceuticals Holdings Common | $41.0M | 2.81M | 3.4% | ▲+26% Added · +571K sh | |
| 10 | Bright Minds Biosciences Inc Common | $40.7M | 557.2K | 3.4% | ▲+11% Added · +56K sh | |
| 11 | Sinovac Biotech Ltd. SHS | $38.2M | 5.90M | 3.2% | —Held | |
| 12 | Dianthus Therapeutics Inc Common | $29.7M | 354.0K | 2.5% | —Held | |
| 13 | Dyne Therapeutics Inc Common | $28.2M | 1.56M | 2.3% | ▼−40% Reduced · −1.1M sh | |
| 14 | Abivax SA - ADR SPONSORED ADS | $26.7M | 239.5K | 2.2% | ▼−33% Reduced · −120K sh | |
| 15 | Minerva Neurosciences Inc Common | $26.0M | 4.32M | 2.2% | —Held | |
| 16 | Aclaris Therapeutics, Inc. Common | $25.0M | 6.67M | 2.1% | ▼−25% Reduced · −2.2M sh | |
| 17 | Oric Pharmaceuticals Inc Common | $23.4M | 1.85M | 1.9% | ▼−13% Reduced · −270K sh | |
| 18 | Alto Neuroscience Inc Common | $23.3M | 1.04M | 1.9% | —Held | |
| 19 | Sensei Biotherapeutics Inc Common | $22.8M | 722.0K | 1.9% | ▲New New position | |
| 20 | Arrivent BioPharma Inc Common | $20.4M | 885.9K | 1.7% | ▲New New position | |
| 21 | LB Pharmaceuticals Inc Common | $19.7M | 800.0K | 1.6% | —Held | |
| 22 | Veradermics Inc Common | $18.9M | 300.0K | 1.6% | ▲New New position | |
| 23 | CAMP4 Therapeutics Inc Common | $18.7M | 4.25M | 1.6% | —Held | |
| 24 | Moonlake Immunotherapeutics Common | $18.6M | 1.00M | 1.5% | —Held | |
| 25 | Design Therapeutics Inc Common | $17.2M | 1.61M | 1.4% | —Held | |
| 26 | Cogent Biosciences Inc Common | $16.3M | 422.3K | 1.4% | ▼−82% Reduced · −2.0M sh | |
| 27 | Geron Corp Common | $12.9M | 8.67M | 1.1% | ▼−68% Reduced · −18.6M sh | |
| 28 | Unicycive Therapeutics Common | $11.8M | 1.79M | 1.0% | —Held | |
| 29 | AN2 Therapeutics Inc Common | $10.8M | 3.15M | 0.9% | ▲New New position | |
| 30 | Olema Pharmaceuticals Inc Common | $10.0M | 671.8K | 0.8% | —Held | |
| 31 | Soleno Therapeutics Inc Common | $9.9M | 294.9K | 0.8% | ▼−67% Reduced · −600K sh | |
| 32 | Eupraxia Pharmaceuticals Inc Common | $9.8M | 1.35M | 0.8% | —Held | |
| 33 | Onkure Therapeutics Inc Common | $8.0M | 1.93M | 0.7% | ▲New New position | |
| 34 | Surrozen Inc Common | $7.6M | 260.0K | 0.6% | —Held | |
| 35 | ALX Oncology Holdings Inc Common | $6.4M | 3.18M | 0.5% | ▲New New position | |
| 36 | Monopar Therapeutics Inc Common | $5.0M | 90.5K | 0.4% | —Held | |
| 37 | Satellos Bioscience Inc Common | $4.6M | 813.7K | 0.4% | ▲New New position | |
| 38 | Pepgen Inc Common | $4.1M | 2.33M | 0.3% | —Held | |
| 39 | Sera Prognostics Inc Common | $3.4M | 1.65M | 0.3% | —Held | |
| 40 | Tenax Therapeutics Inc Common | $3.3M | 208.3K | 0.3% | —Held | |
| 41 | Viridian Therapeutics Inc Common | $3.3M | 166.3K | 0.3% | ▼−83% Reduced · −816K sh | |
| 42 | Instil Bio Inc Common | $2.4M | 292.7K | 0.2% | —Held | |
| 43 | Pasithea Therapeutics Corp Common | $1.6M | 2.10M | 0.1% | —Held | |
| 44 | Compass Pathway PLC SPONSORED ADS | $1.1M | 200.0K | 0.1% | ▲New New position | |
| 45 | Bolt Therapeutics Inc Common | $293K | 72.4K | 0.0% | —Held | |
| 46 | Precision Biosciences Inc Common | $26K | 4.7K | 0.0% | —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 20, 2026 | 46 | $1.2B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 47 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 47 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 42 | $977.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 40 | $755.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 40 | $892.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 43 | $1.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 42 | $1.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 22, 2024 | 42 | $1.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 47 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 53 | $912.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 48 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 48 | $1.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 48 | $868.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 51 | $905.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 49 | $995.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 54 | $1.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 55 | $1.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 60 | $2.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 59 | $2.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 63 | $2.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 59 | $2.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 64 | $1.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.