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CIK: 0001056807
Total reported value
$3.9B
$3.9B
51 檔
36.1%
According to the latest 13F quarterly dataset, Bvf Inc/il managed an equity portfolio of $3.9B at the end of Q1 2025, spanning 51 distinct U.S. exchange-listed positions.
In Q1 2025, Bvf Inc/il adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 53 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 31.45% | -1.53% | — | |
| 2 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 8.03% | — | +21.77% | |
| 3 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 7.18% | +5.35% | +19.16% | |
| 4 | KYMR | Kymera Therapeutics Inc | Stock-Other | 5.76% | -3.25% | — | |
| 5 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 5.13% | -1.50% | — | |
| 6 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 5.08% | — | +35.53% | |
| 7 | GHRS | GH Research PLC | Stock-Other | 3.97% | +2.08% | -15.12% | |
| 8 | XOMA | Xoma Royalty Corporation | Stock-Other | 2.42% | +5.66% | -17.91% | |
| 9 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 2.35% | — | — | |
| 10 | ZYME | Zymeworks Inc | Stock-Other | 2.09% | -0.54% | — | |
| 11 | KURA | Kura Oncology Inc | Stock-Other | 2.09% | +0.18% | +202.01% | |
| 12 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 1.77% | +0.08% | — | |
| 13 | ACIU | AC Immune SA | Stock-Other | 1.51% | -0.53% | +1.54% | |
| 14 | TYRA | Tyra Biosciences Inc | Stock-Other | 1.50% | -1.20% | — | |
| 15 | LKFT | Lakefront Biotherapeutic-adr | Stock-Other | 1.49% | — | -7.33% | |
| 16 | CELC | Celcuity Inc | Stock-Other | 1.43% | — | — | |
| 17 | ✓ | Verve Therapeutics Inc | Stock-Other | 1.29% | — | — | |
| 18 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.25% | -0.69% | — | |
| 19 | XNCR | Xencor Inc | Stock-Other | 1.19% | +0.20% | +19.72% | |
| 20 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 1.07% | +0.42% | +104.75% | |
| 21 | SEPN | Septerna Inc | Stock-Other | 1.04% | -1.04% | EXIT | |
| 22 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.87% | +0.01% | — | |
| 23 | CDTX | Cidara Therapeutics Inc | Stock-Other | 0.81% | — | -15.39% | |
| 24 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 0.81% | -0.83% | -7.35% | |
| 25 | PVLA | Palvella Therapeutics Inc | Stock-Other | 0.79% | -1.19% | — | |
| 26 | FHTX | Foghorn Therapeutics Inc | Stock-Other | 0.79% | -0.16% | — | |
| 27 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 0.75% | — | +32.26% | |
| 28 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.60% | +0.13% | +70.79% | |
| 29 | EPIEUR | Essa Pharma Inc | Stock-Other | 0.56% | — | — | |
| 30 | ANNX | Annexon Inc | Stock-Other | 0.55% | -0.27% | — | |
| 31 | VSTM | Verastem Inc | Stock-Other | 0.52% | — | — | |
| 32 | ✓ | Rapt Therapeutics Inc | Stock-Other | 0.46% | — | — | |
| 33 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.42% | — | — | |
| 34 | VTLUSD | Immunic Inc | Stock-Other | 0.40% | -0.27% | EXIT | |
| 35 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.34% | +0.20% | — | |
| 36 | ✓ | Third Harmonic Bio Inc | Stock-Other | 0.34% | — | — | |
| 37 | VIGL | Vigil Neuroscience Inc | Stock-Other | 0.29% | — | +121.30% | |
| 38 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.28% | -0.04% | +63.56% | |
| 39 | MOLN | Molecular Partners AG -adr | Stock-Other | 0.22% | -0.04% | — | |
| 40 | ✓ | Ikena Oncology Inc | Stock-Other | 0.21% | — | — | |
| 41 | FBRX | Forte Biosciences Inc | Stock-Other | 0.19% | — | — | |
| 42 | ALLKGUSD | Allakos Inc | Stock-Other | 0.15% | — | — | |
| 43 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.14% | — | — | |
| 44 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.09% | -0.04% | — | |
| 45 | IVA | Inventiva SA - Adr | Stock-Other | 0.08% | -0.05% | — | |
| 46 | GLYCEUR | Glycomimetics Inc | Stock-Other | 0.08% | — | — | |
| 47 | SABS | Sab Biotherapeutics Inc | Stock-Other | 0.05% | — | — | |
| 48 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.05% | — | — | |
| 49 | OVID | Ovid Therapeutics Inc | Stock-Other | 0.05% | — | — | |
| 50 | ✓ | Engene Holdings Inc | Stock-Other | 0.02% | -0.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | +4.2% | +19.16% | Add |
| 2 | CGEM | Cullinan Therapeutics Inc | +1.1% | — | Add |
| 3 | KYMR | Kymera Therapeutics Inc | +1% | — | Add |
| 4 | KURA | Kura Oncology Inc | +0.8% | +202.01% | Add |
| 5 | ELDN | Eledon Pharmaceuticals Inc | +0.5% | — | Add |
| 6 | IVA | Inventiva SA - Adr | 0% | — | Add |
| 7 | ✓ | Ikena Oncology Inc | -0.7% | — | Add |
| 8 | GLYCEUR | Glycomimetics Inc | -0.8% | — | Unchanged |
| 9 | OVID | Ovid Therapeutics Inc | -0.9% | — | Trim |
| 10 | ACIU | AC Immune SA | -1% | +1.54% | Add |
| 11 | FDMT | 4d Molecular Therapeutics In | -1.2% | +70.79% | Add |
| 12 | PTGX | Protagonist Therapeutics Inc | -1.2% | +35.53% | Trim |
| 13 | EPIEUR | Essa Pharma Inc | -2.1% | — | Add |
| 14 | XOMA | Xoma Royalty Corporation | -2.1% | -17.91% | Trim |
| 15 | GHRS | GH Research PLC | -3.6% | -15.12% | Trim |
| 16 | RPTX | Repare Therapeutics Inc | -3.9% | — | Add |
| 17 | OLMA | Olema Pharmaceuticals Inc | -6.2% | -7.35% | Trim |
| 18 | MLTX | Moonlake Immunotherapeutics | — | NEW | New buy |
| 19 | AXSM | Axsome Therapeutics Inc | — | NEW | New buy |
| 20 | ARGX | Argenx Se - Adr | — | EXIT | Sold out |
| 21 | ✓ | Merus N V | — | EXIT | Sold out |
| 22 | MIRM | Mirum Pharmaceuticals Inc | — | NEW | New buy |
| 23 | RLAY | Relay Therapeutics Inc | — | EXIT | Sold out |
| 24 | RCUS | Arcus Biosciences Inc | — | EXIT | Sold out |
| 25 | IONS | Ionis Pharmaceuticals Inc | — | NEW | New buy |
| 26 | ZYME | Zymeworks Inc | — | NEW | New buy |
| 27 | ✓ | Veralto CORP | — | EXIT | Sold out |
| 28 | SNDX | Syndax Pharmaceuticals Inc | — | EXIT | Sold out |
| 29 | LXRX | Lexicon Pharmaceuticals Inc | — | EXIT | Sold out |
| 30 | TYRA | Tyra Biosciences Inc | — | NEW | New buy |
| 31 | LKFT | Lakefront Biotherapeutic-adr | — | NEW | New buy |
| 32 | REPL | Replimune Group Inc | — | EXIT | Sold out |
| 33 | RYI | Viracta Therapeutics Inc | — | EXIT | Sold out |
| 34 | CELC | Celcuity Inc | — | NEW | New buy |
| 35 | ✓ | Verve Therapeutics Inc | — | NEW | New buy |
| 36 | GPCR | Structure Therapeutics Inc | — | NEW | New buy |
| 37 | ✓ | Rain Oncology Inc Com | — | EXIT | Sold out |
| 38 | SPRO | Spero Therapeutics Inc | — | EXIT | Sold out |
| 39 | JANX | Janux Therapeutics Inc | — | EXIT | Sold out |
| 40 | XENE | Xenon Pharmaceuticals Inc | — | EXIT | Sold out |
| 41 | XNCR | Xencor Inc | — | NEW | New buy |
| 42 | ✓ | Therapeutics Acquisition Cor | — | EXIT | Sold out |
| 43 | GLUE | Monte Rosa Therapeutics Inc | — | NEW | New buy |
| 44 | SEPN | Septerna Inc | — | NEW | New buy |
| 45 | INFIQ | Infinity Pharmaceuticals Inc | — | EXIT | Sold out |
| 46 | ✓ | Molecular Templates Inc | — | EXIT | Sold out |
| 47 | CTIC1USD | Cti Biopharma CORP | — | EXIT | Sold out |
| 48 | ✓ | — | EXIT | Sold out | |
| 49 | ✓ | Elevation Oncology Inc | — | EXIT | Sold out |
| 50 | ANAB | Anaptysbio Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bvf Inc/il reported a total U.S. public equity portfolio value of $3.9B across 51 disclosed positions in Q1 2025.
During Q1 2025, Bvf Inc/il's top holdings by market value included MLTX (31.4%)、AXSM (8.0%)、RVMD (7.2%). The largest single position, MLTX, represented 31.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MLTX, AXSM, RVMD) accounted for 36.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
MLTX
市值: $771.7M
Top Position Liquidated / Trimmed
ARGX
前期市值: $196.1M
In Q1 2025, Bvf Inc/il made 103 total portfolio adjustments, initiating 34 new buys, adding to 11 positions, trimming 5 holdings, and fully liquidating 53 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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