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CIK: 0001056807
Total reported value
$3.9B
$3.9B
46 檔
24.1%
As reported in its official Q3 2025 Form 13F filing, Bvf Inc/il's tracked investment portfolio stood at $3.9B with 46 total positions.
In Q3 2025, Bvf Inc/il adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 14 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including KYMR, RVMD, PTGX) accounted for 24.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KYMR | Kymera Therapeutics Inc | Stock-Other | 12.63% | -3.25% | — | |
| 2 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 7.52% | +5.35% | -20.22% | |
| 3 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 6.90% | — | -20.25% | |
| 4 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 5.74% | -1.53% | — | |
| 5 | CDTX | Cidara Therapeutics Inc | Stock-Other | 5.49% | — | +79.83% | |
| 6 | GHRS | GH Research PLC | Stock-Other | 5.12% | +2.08% | — | |
| 7 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 4.44% | -1.50% | -45.85% | |
| 8 | XOMA | Xoma Royalty Corporation | Stock-Other | 4.05% | +5.66% | — | |
| 9 | GPCR | Structure Therapeutics Inc | Stock-Other | 3.64% | -0.69% | +80.87% | |
| 10 | KURA | Kura Oncology Inc | Stock-Other | 3.09% | +0.18% | +11.13% | |
| 11 | SEPN | Septerna Inc | Stock-Other | 3.06% | -1.04% | EXIT | |
| 12 | PVLA | Palvella Therapeutics Inc | Stock-Other | 2.95% | -1.19% | +66.71% | |
| 13 | NKTR | Nektar Therapeutics | Stock-Other | 2.94% | -1.60% | — | |
| 14 | ZYME | Zymeworks Inc | Stock-Other | 2.73% | -0.54% | -8.59% | |
| 15 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 2.40% | — | -71.20% | |
| 16 | ACIU | AC Immune SA | Stock-Other | 2.32% | -0.53% | — | |
| 17 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 2.32% | -0.19% | +53.70% | |
| 18 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 2.10% | -0.83% | — | |
| 19 | TYRA | Tyra Biosciences Inc | Stock-Other | 2.07% | -1.20% | -7.46% | |
| 20 | ABVX | Abivax Sa-adr | Stock-Other | 1.92% | — | — | |
| 21 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 1.70% | +0.42% | — | |
| 22 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 1.63% | +0.13% | — | |
| 23 | STOK | Stoke Therapeutics Inc | Stock-Other | 1.58% | -0.51% | — | |
| 24 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 1.38% | +0.08% | — | |
| 25 | CELC | Celcuity Inc | Stock-Other | 1.32% | — | -81.00% | |
| 26 | XNCR | Xencor Inc | Stock-Other | 1.30% | +0.20% | — | |
| 27 | FHTX | Foghorn Therapeutics Inc | Stock-Other | 1.05% | -0.16% | — | |
| 28 | ANNX | Annexon Inc | Stock-Other | 0.87% | -0.27% | — | |
| 29 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.74% | — | — | |
| 30 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.70% | +0.20% | +31.83% | |
| 31 | CMPX | Compass Therapeutics Inc | Stock-Other | 0.67% | -1.31% | EXIT | |
| 32 | ✓ | Crescent Biopharma Inc. | Stock-Other | 0.67% | -0.34% | — | |
| 33 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.66% | +0.01% | — | |
| 34 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.39% | -0.04% | — | |
| 35 | PEPG | Pepgen Inc | Stock-Other | 0.36% | — | — | |
| 36 | XFOR | X4 Pharmaceuticals Inc | Stock-Other | 0.31% | -0.02% | — | |
| 37 | VTLUSD | Immunic Inc | Stock-Other | 0.27% | -0.27% | EXIT | |
| 38 | IMA | Imagenebio Inc | Stock-Other | 0.26% | -0.01% | — | |
| 39 | MOLN | Molecular Partners AG -adr | Stock-Other | 0.20% | -0.04% | — | |
| 40 | IVA | Inventiva SA - Adr | Stock-Other | 0.16% | -0.05% | — | |
| 41 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.10% | -0.04% | — | |
| 42 | EPIEUR | Essa Pharma Inc | Stock-Other | 0.09% | — | +33.37% | |
| 43 | SABS | Sab Biotherapeutics Inc | Stock-Other | 0.08% | — | +1.62% | |
| 44 | FBRX | Forte Biosciences Inc | Stock-Other | 0.04% | — | -88.89% | |
| 45 | ✓ | Engene Holdings Inc | Stock-Other | 0.03% | -0.08% | EXIT | |
| 46 | ✓ | Nls Pharmaceutics LTD | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KYMR | Kymera Therapeutics Inc | +6.9% | — | Add |
| 2 | CDTX | Cidara Therapeutics Inc | +4.7% | +79.83% | Add |
| 3 | GPCR | Structure Therapeutics Inc | +2.4% | +80.87% | Add |
| 4 | PVLA | Palvella Therapeutics Inc | +2.2% | +66.71% | Add |
| 5 | SEPN | Septerna Inc | +2% | -8.65% | Trim |
| 6 | PTGX | Protagonist Therapeutics Inc | +1.8% | -20.25% | Trim |
| 7 | XOMA | Xoma Royalty Corporation | +1.6% | — | Trim |
| 8 | OLMA | Olema Pharmaceuticals Inc | +1.3% | — | Unchanged |
| 9 | GHRS | GH Research PLC | +1.2% | — | Unchanged |
| 10 | FDMT | 4d Molecular Therapeutics In | +1% | — | Add |
| 11 | KURA | Kura Oncology Inc | +1% | +11.13% | Add |
| 12 | ACIU | AC Immune SA | +0.8% | — | Unchanged |
| 13 | ZYME | Zymeworks Inc | +0.6% | -8.59% | Trim |
| 14 | GLUE | Monte Rosa Therapeutics Inc | +0.6% | — | Unchanged |
| 15 | TYRA | Tyra Biosciences Inc | +0.6% | -7.46% | Trim |
| 16 | AVTX | Avalo Therapeutics Inc | +0.4% | +31.83% | Add |
| 17 | RVMD | Revolution Medicines Inc | +0.3% | -20.22% | Trim |
| 18 | RPTX | Repare Therapeutics Inc | +0.3% | — | Unchanged |
| 19 | ANNX | Annexon Inc | +0.3% | — | Unchanged |
| 20 | FHTX | Foghorn Therapeutics Inc | +0.3% | — | Unchanged |
| 21 | XNCR | Xencor Inc | +0.1% | — | Unchanged |
| 22 | TCRX | Tscan Therapeutics Inc | +0.1% | — | Add |
| 23 | IVA | Inventiva SA - Adr | +0.1% | — | Unchanged |
| 24 | SABS | Sab Biotherapeutics Inc | 0% | +1.62% | Add |
| 25 | TENX | Tenax Therapeutics Inc | 0% | — | Unchanged |
| 26 | ✓ | Engene Holdings Inc | 0% | — | Unchanged |
| 27 | ✓ | Nls Pharmaceutics LTD | — | — | Unchanged |
| 28 | MOLN | Molecular Partners AG -adr | 0% | — | Unchanged |
| 29 | CELC | Celcuity Inc | -0.1% | -81.00% | Trim |
| 30 | VTLUSD | Immunic Inc | -0.1% | — | Trim |
| 31 | FBRX | Forte Biosciences Inc | -0.2% | -88.89% | Trim |
| 32 | ELDN | Eledon Pharmaceuticals Inc | -0.2% | — | Unchanged |
| 33 | CGEM | Cullinan Therapeutics Inc | -0.4% | — | Unchanged |
| 34 | EPIEUR | Essa Pharma Inc | -0.5% | +33.37% | Add |
| 35 | MIRM | Mirum Pharmaceuticals Inc | -0.7% | -45.85% | Trim |
| 36 | AXSM | Axsome Therapeutics Inc | -5.6% | -71.20% | Trim |
| 37 | MLTX | Moonlake Immunotherapeutics | -25.7% | — | Unchanged |
| 38 | NKTR | Nektar Therapeutics | — | NEW | New buy |
| 39 | IONS | Ionis Pharmaceuticals Inc | — | EXIT | Sold out |
| 40 | IMCR | Immunocore Holdings Plc-adr | — | NEW | New buy |
| 41 | ABVX | Abivax Sa-adr | — | NEW | New buy |
| 42 | STOK | Stoke Therapeutics Inc | — | NEW | New buy |
| 43 | LKFT | Lakefront Biotherapeutic-adr | — | EXIT | Sold out |
| 44 | ✓ | Verve Therapeutics Inc | — | EXIT | Sold out |
| 45 | 2662247D | Iteos Therapeutics Inc | — | EXIT | Sold out |
| 46 | CMPX | Compass Therapeutics Inc | — | NEW | New buy |
| 47 | ✓ | Crescent Biopharma Inc. | — | NEW | New buy |
| 48 | VSTM | Verastem Inc | — | EXIT | Sold out |
| 49 | ✓ | Rapt Therapeutics Inc | — | EXIT | Sold out |
| 50 | PEPG | Pepgen Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bvf Inc/il reported a total U.S. public equity portfolio value of $3.9B across 46 disclosed positions in Q3 2025.
During Q3 2025, Bvf Inc/il's top holdings by market value included KYMR (12.6%)、RVMD (7.5%)、PTGX (6.9%). The largest single position, KYMR, represented 12.6% of total portfolio value.
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Top New Position Initiated
NKTR
市值: $72.6M
Top Position Liquidated / Trimmed
IONS
前期市值: $57.7M
In Q3 2025, Bvf Inc/il made 44 total portfolio adjustments, initiating 9 new buys, adding to 10 positions, trimming 11 holdings, and fully liquidating 14 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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