Back to funds
View filing
BVF INC/IL
hedge fundUpdated 28 days agoManaged by Bvf Inc/Il • Latest filing Q2 2026
Portfolio value
$3.9B
Q2 2026
Filings
17
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
17.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 17 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2022 | $2.1B |
| Q3 2022 | $2.4B |
| Q4 2022 | $2.4B |
| Q1 2023 | $2.7B |
| Q2 2023 | $3.6B |
| Q3 2023 | $3.7B |
| Q4 2023 | $4B |
| Q1 2024 | $3.6B |
| Q2 2024 | $3.6B |
| Q3 2024 | $3.4B |
| Q4 2024 | $3B |
| Q1 2025 | $2.5B |
| Q2 2025 | $2.8B |
| Q3 2025 | $2.5B |
| Q4 2025 | $3B |
| Q1 2026 | $3.1B |
| Q2 2026 | $3.9B |
Top holdings
44 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RVMDW REVOLUTION MEDICINES INC | $555.3M | 2.97M | 14.20% | Added(+3.8%) |
| 2 | K KYMR KYMERA THERAPEUTICS INC | $444M | 3.87M | 11.35% | Trimmed(-29.6%) |
| 3 | X XOMAP XOMA ROYALTY CORPORATION | $322.7M | 7.59M | 8.25% | Added(+193.1%) |
| 4 | M MLTX MOONLAKE IMMUNOTHERAPEUTICS | $311.5M | 16.00M | 7.97% | Unchanged |
| 5 | G GHRS GH RESEARCH PLC | $232.5M | 8.65M | 5.95% | Unchanged |
| 6 | G GPCR STRUCTURE THERAPEUTICS INC | $180.7M | 3.37M | 4.62% | Trimmed(-2.7%) |
| 7 | N NKTR NEKTAR THERAPEUTICS | $166.9M | 2.39M | 4.27% | Trimmed(-6.6%) |
| 8 | M MIRM MIRUM PHARMACEUTICALS INC | $123.6M | 1.06M | 3.16% | Trimmed(-33.4%) |
| 9 | X XNCR XENCOR INC | $114.9M | 7.13M | 2.94% | Unchanged |
| 10 | A ALKS ALKERMES PLC | $112.9M | 2.15M | 2.89% | Added(+7.7%) |
| 11 | M MNST MONTE ROSA THERAPEUTICS INC | $108M | 4.46M | 2.76% | Unchanged |
| 12 | C CGEM CULLINAN THERAPEUTICS INC | $104.7M | 5.75M | 2.68% | Unchanged |
| 13 | P PVLA PALVELLA THERAPEUTICS INC NE | $102.8M | 672.8K | 2.63% | Trimmed(-30.0%) |
| 14 | Z ZYME ZYMEWORKS INC | $95.4M | 3.65M | 2.44% | Trimmed(-2.3%) |
| 15 | K KURA KURA ONCOLOGY INC | $92.7M | 8.45M | 2.37% | Unchanged |
| 16 | I IRON DISC MEDICINE INC | $84.4M | 1.15M | 2.16% | Trimmed(-9.3%) |
| 17 | S STOK STOKE THERAPEUTICS INC | $83.4M | 2.55M | 2.13% | Unchanged |
| 18 | O OLMA OLEMA PHARMACEUTICALS INC | $66.3M | 5.30M | 1.69% | Unchanged |
| 19 | A ANNX ANNEXON INC | $49.7M | 8.70M | 1.27% | Unchanged |
| 20 | ? N/A CRESCENT BIOPHARMA INC. | $49.5M | 2.75M | 1.27% | Unchanged |