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CIK: 0001056807
Total reported value
$3.9B
$3.9B
41 檔
35.4%
During the Q1 2026 filing period, Bvf Inc/il (CIK: 0001056807) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.9B across 41 reported positions.
Bvf Inc/il executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 4 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KYMR | Kymera Therapeutics Inc | Stock-Other | 14.60% | -3.25% | — | |
| 2 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 9.50% | -1.53% | -18.99% | |
| 3 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 8.85% | +5.35% | -14.90% | |
| 4 | NKTR | Nektar Therapeutics | Stock-Other | 5.87% | -1.60% | +64.12% | |
| 5 | GPCR | Structure Therapeutics Inc | Stock-Other | 5.31% | -0.69% | -0.57% | |
| 6 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 4.66% | -1.50% | +5.98% | |
| 7 | GHRS | GH Research PLC | Stock-Other | 3.87% | +2.08% | -2.01% | |
| 8 | PVLA | Palvella Therapeutics Inc | Stock-Other | 3.82% | -1.19% | +9.33% | |
| 9 | ZYME | Zymeworks Inc | Stock-Other | 2.98% | -0.54% | -5.19% | |
| 10 | XNCR | Xencor Inc | Stock-Other | 2.74% | +0.20% | — | |
| 11 | STOK | Stoke Therapeutics Inc | Stock-Other | 2.64% | -0.51% | +12.44% | |
| 12 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 2.60% | +0.08% | — | |
| 13 | IRON | Disc Medicine Inc | Stock-Other | 2.59% | -0.43% | +95.74% | |
| 14 | XOMA | Xoma Royalty Corporation | Stock-Other | 2.59% | +5.66% | — | |
| 15 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 2.52% | -0.83% | — | |
| 16 | TYRA | Tyra Biosciences Inc | Stock-Other | 2.41% | -1.20% | -7.12% | |
| 17 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 2.34% | +0.42% | +16.29% | |
| 18 | ALKS | Alkermes plc | Stock-Healthcare | 2.25% | +0.64% | — | |
| 19 | KURA | Kura Oncology Inc | Stock-Other | 2.19% | +0.18% | -1.99% | |
| 20 | ACIU | AC Immune SA | Stock-Other | 1.74% | -0.53% | — | |
| 21 | ✓ | Crescent Biopharma Inc. | Stock-Other | 1.61% | -0.34% | — | |
| 22 | ANNX | Annexon Inc | Stock-Other | 1.54% | -0.27% | -4.71% | |
| 23 | CMPX | Compass Therapeutics Inc | Stock-Other | 1.31% | -1.31% | EXIT | |
| 24 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 1.24% | -0.19% | -13.06% | |
| 25 | SEPN | Septerna Inc | Stock-Other | 1.04% | -1.04% | EXIT | |
| 26 | STRO | Sutro Biopharma Inc | Stock-Other | 0.99% | +0.07% | — | |
| 27 | FHTX | Foghorn Therapeutics Inc | Stock-Other | 0.89% | -0.16% | +10.18% | |
| 28 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.85% | +0.13% | -37.80% | |
| 29 | IVVD | Invivyd Inc | Stock-Other | 0.81% | -0.18% | — | |
| 30 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.78% | +0.20% | +20.48% | |
| 31 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.62% | +0.01% | — | |
| 32 | AVR | Anteris Technologies Global | Stock-Other | 0.53% | +0.23% | — | |
| 33 | XFOR | X4 Pharmaceuticals Inc | Stock-Other | 0.29% | -0.02% | — | |
| 34 | VTLUSD | Immunic Inc | Stock-Other | 0.27% | -0.27% | EXIT | |
| 35 | OKUR | Onkure Therapeutics Inc-a | Stock-Other | 0.26% | +0.12% | — | |
| 36 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.18% | -0.04% | +6.47% | |
| 37 | IMA | Imagenebio Inc | Stock-Other | 0.18% | -0.01% | +38.39% | |
| 38 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.17% | -0.04% | — | |
| 39 | MOLN | Molecular Partners AG -adr | Stock-Other | 0.17% | -0.04% | — | |
| 40 | IVA | Inventiva SA - Adr | Stock-Other | 0.12% | -0.05% | — | |
| 41 | ✓ | Engene Holdings Inc | Stock-Other | 0.08% | -0.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NKTR | Nektar Therapeutics | +3.7% | +64.12% | Add |
| 2 | IRON | Disc Medicine Inc | +0.9% | +95.74% | Add |
| 3 | MLTX | Moonlake Immunotherapeutics | +0.7% | -18.99% | Trim |
| 4 | PVLA | Palvella Therapeutics Inc | +0.7% | +9.33% | Add |
| 5 | MIRM | Mirum Pharmaceuticals Inc | +0.7% | +5.98% | Add |
| 6 | CGEM | Cullinan Therapeutics Inc | +0.6% | — | Unchanged |
| 7 | TYRA | Tyra Biosciences Inc | +0.5% | -7.12% | Trim |
| 8 | ✓ | Crescent Biopharma Inc. | +0.5% | — | Unchanged |
| 9 | GLUE | Monte Rosa Therapeutics Inc | +0.3% | +16.29% | Add |
| 10 | ELDN | Eledon Pharmaceuticals Inc | +0.3% | — | Unchanged |
| 11 | XOMA | Xoma Royalty Corporation | +0.3% | — | Unchanged |
| 12 | STOK | Stoke Therapeutics Inc | +0.2% | +12.44% | Add |
| 13 | KYMR | Kymera Therapeutics Inc | +0.2% | — | Unchanged |
| 14 | VTLUSD | Immunic Inc | +0.1% | — | Unchanged |
| 15 | GHRS | GH Research PLC | +0.1% | -2.01% | Trim |
| 16 | TENX | Tenax Therapeutics Inc | 0% | — | Unchanged |
| 17 | IVA | Inventiva SA - Adr | 0% | — | Unchanged |
| 18 | ANNX | Annexon Inc | — | -4.71% | Trim |
| 19 | TCRX | Tscan Therapeutics Inc | — | +6.47% | Add |
| 20 | ✓ | Engene Holdings Inc | — | — | Unchanged |
| 21 | XFOR | X4 Pharmaceuticals Inc | 0% | — | Unchanged |
| 22 | IMA | Imagenebio Inc | 0% | +38.39% | Add |
| 23 | MOLN | Molecular Partners AG -adr | 0% | — | Unchanged |
| 24 | AVTX | Avalo Therapeutics Inc | -0.1% | +20.48% | Add |
| 25 | FHTX | Foghorn Therapeutics Inc | -0.1% | +10.18% | Add |
| 26 | CMPX | Compass Therapeutics Inc | -0.1% | — | Unchanged |
| 27 | RVMD | Revolution Medicines Inc | -0.2% | -14.90% | Trim |
| 28 | FDMT | 4d Molecular Therapeutics In | -0.3% | -37.80% | Trim |
| 29 | ACIU | AC Immune SA | -0.4% | — | Unchanged |
| 30 | IMCR | Immunocore Holdings Plc-adr | -0.5% | -13.06% | Trim |
| 31 | ZYME | Zymeworks Inc | -0.5% | -5.19% | Trim |
| 32 | SEPN | Septerna Inc | -0.6% | -21.36% | Trim |
| 33 | IVVD | Invivyd Inc | -0.8% | — | Unchanged |
| 34 | KURA | Kura Oncology Inc | -0.8% | -1.99% | Trim |
| 35 | XNCR | Xencor Inc | -0.9% | — | Unchanged |
| 36 | OLMA | Olema Pharmaceuticals Inc | -1.9% | — | Unchanged |
| 37 | GPCR | Structure Therapeutics Inc | -2.8% | -0.57% | Trim |
| 38 | ALKS | Alkermes plc | — | NEW | New buy |
| 39 | ABVX | Abivax Sa-adr | — | EXIT | Sold out |
| 40 | STRO | Sutro Biopharma Inc | — | NEW | New buy |
| 41 | RPTX | Repare Therapeutics Inc | — | EXIT | Sold out |
| 42 | AVR | Anteris Technologies Global | — | NEW | New buy |
| 43 | PEPG | Pepgen Inc | — | EXIT | Sold out |
| 44 | AXSM | Axsome Therapeutics Inc | — | EXIT | Sold out |
| 45 | OKUR | Onkure Therapeutics Inc-a | — | 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 41 disclosed positions in Q1 2026.
During Q1 2026, Bvf Inc/il's top holdings by market value included KYMR (14.6%)、MLTX (9.5%)、RVMD (8.8%). The largest single position, KYMR, represented 14.6% 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 KYMR, MLTX, RVMD) accounted for 35.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
ALKS
市值: $70.7M
Top Position Liquidated / Trimmed
ABVX
前期市值: $68.5M
In Q1 2026, Bvf Inc/il made 29 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 11 holdings, and fully liquidating 4 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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