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CIK: 0001056807
Total reported value
$3.9B
$3.9B
62 檔
44.2%
In Q1 2024, Bvf Inc/il's U.S. equity holdings reached a combined market value of $3.9B, distributed across 62 disclosed stock positions.
During Q1 2024, Bvf Inc/il's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MLTX, KYMR, RVMD) accounted for 44.2% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 30.04% | -1.53% | — | |
| 2 | KYMR | Kymera Therapeutics Inc | Stock-Other | 5.70% | -3.25% | — | |
| 3 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 5.30% | +5.35% | — | |
| 4 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 3.44% | +0.13% | -2.12% | |
| 5 | GHRS | GH Research PLC | Stock-Other | 3.05% | +2.08% | — | |
| 6 | JANX | Janux Therapeutics Inc | Stock-Other | 3.02% | — | -36.25% | |
| 7 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 3.02% | -1.50% | — | |
| 8 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 2.99% | — | -34.62% | |
| 9 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 2.89% | — | — | |
| 10 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 2.84% | -0.83% | — | |
| 11 | KURA | Kura Oncology Inc | Stock-Other | 2.81% | +0.18% | -35.09% | |
| 12 | XOMA | Xoma Royalty Corporation | Stock-Other | 2.40% | +5.66% | — | |
| 13 | CGON | Cg Oncology Inc | Stock-Other | 2.27% | — | — | |
| 14 | TYRA | Tyra Biosciences Inc | Stock-Other | 2.10% | -1.20% | +70.14% | |
| 15 | EPIEUR | Essa Pharma Inc | Stock-Other | 2.04% | — | — | |
| 16 | ZYME | Zymeworks Inc | Stock-Other | 1.70% | -0.54% | — | |
| 17 | LKFT | Lakefront Biotherapeutic-adr | Stock-Other | 1.65% | — | -2.68% | |
| 18 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 1.50% | +0.08% | — | |
| 19 | ✓ | Merus N V | Stock-Other | 1.45% | — | -57.41% | |
| 20 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.40% | — | -32.78% | |
| 21 | ANNX | Annexon Inc | Stock-Other | 1.38% | -0.27% | — | |
| 22 | RPTX | Repare Therapeutics Inc | Stock-Other | 1.34% | — | — | |
| 23 | ETNBGBP | 89bio Inc | Stock-Other | 1.30% | — | — | |
| 24 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 1.23% | — | — | |
| 25 | ACIU | AC Immune SA | Stock-Other | 1.19% | -0.53% | — | |
| 26 | ✓ | Third Harmonic Bio Inc | Stock-Other | 1.13% | — | — | |
| 27 | ✓ | Engene Holdings Inc | Stock-Other | 1.05% | — | — | |
| 28 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.99% | — | — | |
| 29 | GPCR | Structure Therapeutics Inc | Stock-Other | 0.96% | -0.69% | — | |
| 30 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 0.79% | — | — | |
| 31 | GLYCEUR | Glycomimetics Inc | Stock-Other | 0.79% | — | — | |
| 32 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.65% | -0.04% | — | |
| 33 | ALLKGUSD | Allakos Inc | Stock-Other | 0.57% | — | +93.54% | |
| 34 | VSTM | Verastem Inc | Stock-Other | 0.55% | — | — | |
| 35 | ✓ | Stock-Other | 0.45% | — | — | ||
| 36 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.40% | — | — | |
| 37 | ✓ | Elevation Oncology Inc | Stock-Other | 0.33% | — | — | |
| 38 | OVID | Ovid Therapeutics Inc | Stock-Other | 0.32% | — | -43.75% | |
| 39 | VTLUSD | Immunic Inc | Stock-Other | 0.32% | -0.27% | EXIT | |
| 40 | VTGN | Vistagen Therapeutics Inc | Stock-Other | 0.29% | — | — | |
| 41 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.25% | +0.01% | — | |
| 42 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.24% | — | — | |
| 43 | ✓ | Ikena Oncology Inc | Stock-Other | 0.19% | — | — | |
| 44 | ✓ | Cidara Therapeutics Inc Com New | Stock-Other | 0.17% | — | — | |
| 45 | VIGL | Vigil Neuroscience Inc | Stock-Other | 0.17% | — | — | |
| 46 | DCTH | Delcath Systems Inc | Stock-Other | 0.16% | — | +23.14% | |
| 47 | ✓ | Stock-Other | 0.14% | — | +70.51% | ||
| 48 | ✓ | Engene Holdings Inc | Stock-Other | 0.14% | -0.08% | EXIT | |
| 49 | SABS | Sab Biotherapeutics Inc | Stock-Other | 0.11% | — | — | |
| 50 | LXRX | Lexicon Pharmaceuticals Inc | Stock-Other | 0.11% | — | -93.10% |
According to official SEC Form 13F filings, Bvf Inc/il reported a total U.S. public equity portfolio value of $3.9B across 62 disclosed positions in Q1 2024.
During Q1 2024, Bvf Inc/il's top holdings by market value included MLTX (30.0%)、KYMR (5.7%)、RVMD (5.3%). The largest single position, MLTX, represented 30.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Bvf Inc/il made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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