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CIK: 0001056807
Total reported value
$3.9B
$3.9B
44 檔
43.7%
The Q2 2025 SEC filing reveals that Bvf Inc/il held a total portfolio value of $3.9B, covering 44 public equity positions.
In Q2 2025, Bvf Inc/il adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MLTX, KYMR, RVMD) accounted for 43.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
IMCR
市值: $32.1M
Top Position Liquidated / Trimmed
LKFT
前期市值: $36.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 33.31% | -1.53% | — | |
| 2 | KYMR | Kymera Therapeutics Inc | Stock-Other | 8.58% | -3.25% | +6.60% | |
| 3 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 6.55% | +5.35% | — | |
| 4 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 6.34% | — | +24.70% | |
| 5 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 6.30% | — | — | |
| 6 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 5.02% | -1.50% | -1.26% | |
| 7 | GHRS | GH Research PLC | Stock-Other | 3.84% | +2.08% | — | |
| 8 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 2.70% | — | — | |
| 9 | XOMA | Xoma Royalty Corporation | Stock-Other | 2.33% | +5.66% | -13.17% | |
| 10 | ZYME | Zymeworks Inc | Stock-Other | 1.93% | -0.54% | — | |
| 11 | SEPN | Septerna Inc | Stock-Other | 1.66% | -1.04% | EXIT | |
| 12 | CELC | Celcuity Inc | Stock-Other | 1.65% | — | — | |
| 13 | KURA | Kura Oncology Inc | Stock-Other | 1.60% | +0.18% | — | |
| 14 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 1.55% | +0.08% | — | |
| 15 | ACIU | AC Immune SA | Stock-Other | 1.44% | -0.53% | — | |
| 16 | CDTX | Cidara Therapeutics Inc | Stock-Other | 1.37% | — | -14.95% | |
| 17 | TYRA | Tyra Biosciences Inc | Stock-Other | 1.35% | -1.20% | — | |
| 18 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.31% | -0.69% | — | |
| 19 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 1.15% | -0.19% | — | |
| 20 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.91% | +0.42% | — | |
| 21 | FHTX | Foghorn Therapeutics Inc | Stock-Other | 0.89% | -0.16% | — | |
| 22 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 0.81% | -0.83% | — | |
| 23 | ✓ | Crescent Biopharma Inc. | Stock-Other | 0.80% | -0.34% | — | |
| 24 | XNCR | Xencor Inc | Stock-Other | 0.77% | +0.20% | — | |
| 25 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.61% | +0.13% | +1.49% | |
| 26 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.61% | +0.01% | — | |
| 27 | ANNX | Annexon Inc | Stock-Other | 0.60% | -0.27% | — | |
| 28 | PVLA | Palvella Therapeutics Inc | Stock-Other | 0.56% | -1.19% | — | |
| 29 | EPIEUR | Essa Pharma Inc | Stock-Other | 0.53% | — | — | |
| 30 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.51% | — | — | |
| 31 | VSTM | Verastem Inc | Stock-Other | 0.50% | — | +62.08% | |
| 32 | RAPT | Rapt Therapeutics Inc | Stock-Other | 0.33% | — | — | |
| 33 | FBRX | Forte Biosciences Inc | Stock-Other | 0.27% | — | -1.00% | |
| 34 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.27% | -0.04% | +6.88% | |
| 35 | ✓ | Ikena Oncology Inc | Stock-Other | 0.19% | — | — | |
| 36 | VTLUSD | Immunic Inc | Stock-Other | 0.19% | -0.27% | EXIT | |
| 37 | MOLN | Molecular Partners AG -adr | Stock-Other | 0.19% | -0.04% | — | |
| 38 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.18% | +0.20% | -0.83% | |
| 39 | IVA | Inventiva SA - Adr | Stock-Other | 0.08% | -0.05% | — | |
| 40 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.07% | -0.04% | — | |
| 41 | SABS | Sab Biotherapeutics Inc | Stock-Other | 0.06% | — | — | |
| 42 | OVID | Ovid Therapeutics Inc | Stock-Other | 0.05% | — | — | |
| 43 | ✓ | Engene Holdings Inc | Stock-Other | 0.02% | -0.08% | EXIT | |
| 44 | ✓ | Nls Pharmaceutics LTD | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KYMR | Kymera Therapeutics Inc | +2.8% | +6.60% | Add |
| 2 | MLTX | Moonlake Immunotherapeutics | +1.9% | — | Unchanged |
| 3 | PTGX | Protagonist Therapeutics Inc | +1.3% | +24.70% | Add |
| 4 | IMCR | Immunocore Holdings Plc-adr | +1.2% | NEW | New buy |
| 5 | ✓ | Crescent Biopharma Inc. | +0.8% | NEW | New buy |
| 6 | SEPN | Septerna Inc | +0.6% | — | Unchanged |
| 7 | CDTX | Cidara Therapeutics Inc | +0.6% | -14.95% | Trim |
| 8 | IONS | Ionis Pharmaceuticals Inc | +0.4% | — | Unchanged |
| 9 | RAPT | Rapt Therapeutics Inc | +0.3% | NEW | New buy |
| 10 | CELC | Celcuity Inc | +0.2% | — | Unchanged |
| 11 | FHTX | Foghorn Therapeutics Inc | +0.1% | — | Unchanged |
| 12 | RPTX | Repare Therapeutics Inc | +0.1% | — | Unchanged |
| 13 | FBRX | Forte Biosciences Inc | +0.1% | -1.00% | Trim |
| 14 | GPCR | Structure Therapeutics Inc | +0.1% | — | Unchanged |
| 15 | ANNX | Annexon Inc | +0.1% | — | Unchanged |
| 16 | FDMT | 4d Molecular Therapeutics In | 0% | +1.49% | Add |
| 17 | SABS | Sab Biotherapeutics Inc | 0% | — | Unchanged |
| 18 | OLMA | Olema Pharmaceuticals Inc | — | — | Unchanged |
| 19 | ✓ | Nls Pharmaceutics LTD | — | — | Unchanged |
| 20 | IVA | Inventiva SA - Adr | — | — | Unchanged |
| 21 | OVID | Ovid Therapeutics Inc | — | — | Unchanged |
| 22 | ✓ | Engene Holdings Inc | — | — | Unchanged |
| 23 | TCRX | Tscan Therapeutics Inc | 0% | +6.88% | Add |
| 24 | VSTM | Verastem Inc | 0% | +62.08% | Add |
| 25 | TENX | Tenax Therapeutics Inc | 0% | — | Unchanged |
| 26 | ✓ | Ikena Oncology Inc | 0% | — | Unchanged |
| 27 | EPIEUR | Essa Pharma Inc | 0% | — | Unchanged |
| 28 | MOLN | Molecular Partners AG -adr | 0% | — | Unchanged |
| 29 | NAMS | NewAmsterdam Pharma Company N.V. | -0.1% | EXIT | Sold out |
| 30 | ACIU | AC Immune SA | -0.1% | — | Unchanged |
| 31 | GLYCEUR | Glycomimetics Inc | -0.1% | EXIT | Sold out |
| 32 | XOMA | Xoma Royalty Corporation | -0.1% | -13.17% | Trim |
| 33 | MIRM | Mirum Pharmaceuticals Inc | -0.1% | -1.26% | Trim |
| 34 | GHRS | GH Research PLC | -0.1% | — | Unchanged |
| 35 | CTMX | Cytomx Therapeutics Inc | -0.1% | EXIT | Sold out |
| 36 | ALLKGUSD | Allakos Inc | -0.2% | EXIT | Sold out |
| 37 | TYRA | Tyra Biosciences Inc | -0.2% | — | Unchanged |
| 38 | AVTX | Avalo Therapeutics Inc | -0.2% | -0.83% | Trim |
| 39 | ZYME | Zymeworks Inc | -0.2% | — | Unchanged |
| 40 | GLUE | Monte Rosa Therapeutics Inc | -0.2% | — | Unchanged |
| 41 | VTLUSD | Immunic Inc | -0.2% | -14.04% | Trim |
| 42 | CGEM | Cullinan Therapeutics Inc | -0.2% | — | Unchanged |
| 43 | PVLA | Palvella Therapeutics Inc | -0.2% | — | Unchanged |
| 44 | ELDN | Eledon Pharmaceuticals Inc | -0.3% | — | Unchanged |
| 45 | VIGL | Vigil Neuroscience Inc | -0.3% | EXIT | Sold out |
| 46 | ✓ | Third Harmonic Bio Inc | -0.3% | EXIT | Sold out |
| 47 | XNCR | Xencor Inc | -0.4% | — | Unchanged |
| 48 | ✓ | Rapt Therapeutics Inc | -0.5% | EXIT | Sold out |
| 49 | KURA | Kura Oncology Inc | -0.5% | — | Unchanged |
| 50 | RVMD | Revolution Medicines Inc | -0.6% | — | Unchanged |
According to official SEC Form 13F filings, Bvf Inc/il reported a total U.S. public equity portfolio value of $3.9B across 44 disclosed positions in Q2 2025.
During Q2 2025, Bvf Inc/il's top holdings by market value included MLTX (33.3%)、KYMR (8.6%)、RVMD (6.5%). The largest single position, MLTX, represented 33.3% of total portfolio value.
In Q2 2025, Bvf Inc/il made 24 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 6 holdings, and fully liquidating 10 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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