EdgeMarket › What Bvf Inc/Il reported owning

What Bvf Inc/Il reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

3.1B

Positions

41

Quarter

2026-03-31

Shown below

41
largest by value
holdingvalue% of booksharesprice1y
KYMR
Kymera Therapeutics, Inc.
458.3M14.6%5.5M119.80+182.9%
MLTX
MoonLake Immunotherapeutics
298.3M9.5%16.0M15.76-70.9%
RVMD
Revolution Medicines, Inc.
277.8M8.9%2.9M209.46+479.3%
NKTR
NEKTAR THERAPEUTICS
184.2M5.9%2.6M74.02+174.7%
GPCR
Structure Therapeutics Inc.
166.7M5.3%3.5M49.09+164.4%
MIRM
Mirum Pharmaceuticals, Inc.
146.4M4.7%1.6M96.31+44.4%
GHRS
GH Research PLC
121.6M3.9%8.7M28.33+121.7%
PVLA
PALVELLA THERAPEUTICS, INC.
119.8M3.8%961.0K142.04+181.6%
ZYME
Zymeworks Inc.
93.5M3.0%3.7M28.67+100.2%
XNCR
Xencor Inc
86.0M2.7%7.1M27.80+270.2%
STOK
Stoke Therapeutics, Inc.
82.9M2.6%2.5M32.29+67.1%
CGEM
Cullinan Therapeutics, Inc.
81.7M2.6%5.8M21.68+190.2%
IRON
Disc Medicine, Inc.
81.4M2.6%1.3M79.81+35.9%
unmapped CUSIP 98419J20681.3M2.6%2.6M
OLMA
Olema Pharmaceuticals, Inc.
79.0M2.5%5.3M10.69+96.1%
TYRA
Tyra Biosciences, Inc.
75.7M2.4%2.0M26.05+154.4%
GLUE
Monte Rosa Therapeutics, Inc.
73.4M2.3%4.5M14.30+222.8%
ALKS
Alkermes plc.
70.7M2.3%2.0M48.33+66.8%
KURA
Kura Oncology, Inc.
68.7M2.2%8.4M11.89+68.7%
ACIU
AC Immune SA
54.5M1.7%19.8M2.90+35.5%
CBIO
CRESCENT BIOPHARMA, INC.
50.5M1.6%2.7M17.15+24.3%
ANNX
Annexon, Inc.
48.2M1.5%8.7M5.07+136.9%
CMPX
Compass Therapeutics, Inc.
41.1M1.3%7.8M2.40-13.7%
IMCR
Immunocore Holdings plc
39.0M1.2%1.3M36.88+13.5%
SEPN
Septerna, Inc.
32.5M1.0%1.4M40.00+260.7%
STRO
SUTRO BIOPHARMA, INC.
31.2M1.0%1.3M21.04+143.4%
FHTX
Foghorn Therapeutics Inc.
27.9M0.9%5.8M7.07+34.4%
FDMT
4D Molecular Therapeutics, Inc.
26.8M0.9%2.9M15.83+131.1%
IVVD
Invivyd, Inc.
25.4M0.8%19.5M1.00+57.2%
AVTX
Avalo Therapeutics, Inc.
24.4M0.8%1.6M19.83+115.1%
ELDN
Eledon Pharmaceuticals, Inc.
19.4M0.6%6.3M3.45+33.7%
AVR
Anteris Technologies Global Corp.
16.6M0.5%3.0M8.98+152.2%
XFOR
X4 Pharmaceuticals, Inc
9.2M0.3%2.2M4.04+44.3%
IMUX
IMMUNIC, INC.
8.5M0.3%7.7M16.50+79.3%
OKUR
OnKure Therapeutics, Inc.
8.2M0.3%2.0M3.94+44.3%
TCRX
TScan Therapeutics, Inc.
5.6M0.2%5.6M0.78-54.1%
IMA
ImageneBio, Inc.
5.6M0.2%1.1M5.51-60.8%
TENX
TENAX THERAPEUTICS, INC.
5.4M0.2%339.5K1.75-70.7%
MOLN
MOLECULAR PARTNERS AG
5.4M0.2%1.4M4.40+24.3%
IVA
Inventiva S.A.
3.8M0.1%686.0K4.68+2.2%
ENGNW
enGene Therapeutics Inc.
2.5M0.1%945.4K0.43-33.8%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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