BVF Inc
Net seller this quarter
$3.91B
44
-$50.1M
65.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RVMD | $555M | 14.20% | 1.38% | +3.8% | Q1 2020 |
 KYMR | $444M | 11.35% | 4.68% | -29.6% | Q3 2020 |
| XOMA | $323M | 8.25% | 60.55% | +193.1% | Q4 2016 |
 MLTX | $312M | 7.97% | 21.74% | Not reported | Q2 2022 |
 GHRS | $233M | 5.95% | 13.95% | Not reported | Q2 2021 |
 GPCR | $181M | 4.62% | 1.58% | -2.7% | Q1 2023 |
 NKTR | $167M | 4.27% | 11.73% | -6.6% | Q3 2025 |
 MIRM | $124M | 3.16% | 1.63% | -33.4% | Q3 2021 |
 XNCR | $115M | 2.94% | 9.60% | Not reported | Q4 2013 |
 ALKS | $113M | 2.89% | 1.29% | +7.7% | Q1 2026 |
 GLUE | $108M | 2.76% | 5.23% | Not reported | Q4 2024 |
 CGEM | $105M | 2.68% | 8.94% | Not reported | Q1 2021 |
 PVLA | $103M | 2.63% | 4.67% | -30.0% | Q4 2024 |
 ZYME | $95.4M | 2.44% | 5.11% | -2.3% | Q2 2018 |
 KURA | $92.7M | 2.37% | 9.49% | Not reported | Q3 2017 |
 IRON | $84.4M | 2.16% | 3.01% | -9.3% | Q4 2025 |
 STOK | $83.4M | 2.13% | 4.08% | Not reported | Q3 2025 |
 OLMA | $66.3M | 1.69% | 6.06% | Not reported | Q4 2020 |
 ANNX | $49.7M | 1.27% | 5.82% | Not reported | Q2 2022 |
 CBIO | $49.5M | 1.27% | 9.90% | Not reported | Q2 2025 |
 ACIU | $47.2M | 1.21% | 19.48% | Not reported | Q3 2018 |
 TYRA | $47.1M | 1.21% | 2.47% | -25.3% | Q3 2021 |
 STRO | $41.6M | 1.06% | 7.55% | Not reported | Q3 2019 |
 IMCR | $41.1M | 1.05% | 2.51% | Not reported | Q2 2025 |
 AVTX | $38.4M | 0.98% | 3.92% | +27.1% | Q3 2024 |
 FDMT | $38.3M | 0.98% | 5.21% | Not reported | Q4 2020 |
 QTTB | $29.9M | 0.77% | 9.90% | New | Q2 2026 |
 AVR | $29.6M | 0.76% | 3.08% | Not reported | Q1 2026 |
 FHTX | $28.5M | 0.73% | 9.95% | Not reported | Q2 2024 |
 ABSI | $27.4M | 0.70% | 1.51% | New | Q2 2026 |
 ELDN | $24.8M | 0.63% | 7.78% | Not reported | Q1 2021 |
 IVVD | $24.6M | 0.63% | 9.56% | +44.3% | Q4 2025 |
 SGMT | $19.3M | 0.49% | 8.15% | New | Q2 2026 |
 OKUR | $14.8M | 0.38% | 8.01% | +63.5% | Q1 2026 |
 IMUX | $11.8M | 0.30% | 5.61% | 0.0% | Q4 2022 |
 XFOR | $10.4M | 0.27% | 2.32% | Not reported | Q2 2019 |
 IMA | $6.55M | 0.17% | 9.84% | Not reported | Q3 2025 |
 TCRX | $5.45M | 0.14% | 23.21% | Not reported | Q2 2023 |
 RACC | $5.35M | 0.14% | Not reported | New | Q2 2026 |
 MOLN | $5.15M | 0.13% | 3.35% | Not reported | Q3 2021 |
 TENX | $4.94M | 0.13% | 1.06% | Not reported | Q3 2024 |
 ENTX | $4.29M | 0.11% | 4.92% | New | Q2 2026 |
 IVA | $2.59M | 0.07% | 0.36% | Not reported | Q1 2021 |
 ENGNW | $274K | 0.01% | Not reported | Not reported | Q4 2023 |
| Q1 2026 | |||||
| KYMR | $458M | 14.60% | 6.70% | Not reported | Q3 2020 |
| MLTX | $298M | 9.50% | 30.36% | -19.0% | Q2 2022 |
| RVMD | $278M | 8.85% | 1.43% | -14.9% | Q1 2020 |
| NKTR | $184M | 5.87% | 12.56% | +64.1% | Q3 2025 |
| GPCR | $167M | 5.31% | 1.62% | -0.6% | Q1 2023 |
| MIRM | $146M | 4.66% | 2.60% | +6.0% | Q3 2021 |
| GHRS | $122M | 3.87% | 13.95% | -2.0% | Q2 2021 |
| PVLA | $120M | 3.82% | 6.71% | +9.3% | Q4 2024 |
| ZYME | $93.5M | 2.98% | 5.11% | -5.2% | Q2 2018 |
| XNCR | $86M | 2.74% | 9.63% | Not reported | Q4 2013 |
| STOK | $82.9M | 2.64% | 4.09% | +12.4% | Q3 2025 |
| CGEM | $81.7M | 2.60% | 9.36% | Not reported | Q1 2021 |
| IRON | $81.4M | 2.59% | 3.33% | +95.7% | Q4 2025 |
| XOMA | $81.3M | 2.59% | 21.75% | Not reported | Q4 2016 |
| OLMA | $79M | 2.52% | 6.06% | Not reported | Q4 2020 |
| TYRA | $75.7M | 2.41% | 3.32% | -7.1% | Q3 2021 |
| GLUE | $73.4M | 2.34% | 5.29% | +16.3% | Q4 2024 |
| ALKS | $70.7M | 2.25% | 1.20% | New | Q1 2026 |
| KURA | $68.7M | 2.19% | 9.52% | -2.0% | Q3 2017 |
| ACIU | $54.5M | 1.74% | 19.48% | Not reported | Q3 2018 |
| CBIO | $50.5M | 1.61% | 9.97% | Not reported | Q2 2025 |
| ANNX | $48.2M | 1.54% | 5.82% | -4.7% | Q2 2022 |
 CMPX | $41.1M | 1.31% | 4.31% | Not reported | Q3 2025 |
| IMCR | $39M | 1.24% | 2.55% | -13.1% | Q2 2025 |
 SEPN | $32.5M | 1.04% | 3.01% | -21.4% | Q4 2024 |
| STRO | $31.2M | 0.99% | 7.56% | Not reported | Q3 2019 |
| FHTX | $27.9M | 0.89% | 9.95% | +10.2% | Q2 2024 |
| FDMT | $26.8M | 0.85% | 5.51% | -37.8% | Q4 2020 |
| IVVD | $25.4M | 0.81% | 6.90% | Not reported | Q4 2025 |
| AVTX | $24.4M | 0.78% | 6.63% | +20.5% | Q3 2024 |
| ELDN | $19.4M | 0.62% | 8.30% | Not reported | Q1 2021 |
| AVR | $16.7M | 0.53% | 3.09% | New | Q1 2026 |
| XFOR | $9.23M | 0.29% | 2.37% | Not reported | Q2 2019 |
| IMUX | $8.49M | 0.27% | 56.18% | Not reported | Q4 2022 |
| OKUR | $8.19M | 0.26% | 14.47% | New | Q1 2026 |
| TCRX | $5.62M | 0.18% | 23.21% | +6.5% | Q2 2023 |
| IMA | $5.55M | 0.18% | 9.93% | +38.4% | Q3 2025 |
| TENX | $5.43M | 0.17% | 1.40% | Not reported | Q3 2024 |
| MOLN | $5.36M | 0.17% | 3.35% | Not reported | Q3 2021 |
| IVA | $3.81M | 0.12% | 0.36% | Not reported | Q1 2021 |
| ENGNW | $2.49M | 0.08% | Not reported | Not reported | Q4 2023 |
| Q4 2025 | |||||
| KYMR | $428M | 14.41% | 6.77% | Not reported | Q3 2020 |
| RVMD | $267M | 9.00% | 1.70% | -15.6% | Q1 2020 |
| MLTX | $260M | 8.76% | 37.48% | Not reported | Q2 2022 |
| GPCR | $242M | 8.15% | 1.64% | +8.6% | Q1 2023 |
| OLMA | $132M | 4.46% | 6.51% | Not reported | Q4 2020 |
| MIRM | $118M | 3.98% | 2.88% | Not reported | Q3 2021 |
| GHRS | $112M | 3.77% | 14.23% | Not reported | Q2 2021 |
| XNCR | $109M | 3.68% | 9.93% | +160.3% | Q4 2013 |
| ZYME | $104M | 3.49% | 5.28% | Not reported | Q2 2018 |
| PVLA | $92M | 3.10% | 7.10% | -24.3% | Q4 2024 |
| KURA | $89.5M | 3.01% | 9.81% | Not reported | Q3 2017 |
| STOK | $71.9M | 2.42% | 3.85% | +36.7% | Q3 2025 |
| XOMA | $68.9M | 2.32% | 21.84% | Not reported | Q4 2016 |
 ABVX | $68.5M | 2.31% | 0.65% | -9.0% | Q3 2025 |
| NKTR | $65.9M | 2.22% | 7.65% | +22.2% | Q3 2025 |
| ACIU | $62.2M | 2.10% | 19.48% | Not reported | Q3 2018 |
| GLUE | $60.1M | 2.02% | 5.85% | -32.2% | Q4 2024 |
| CGEM | $59.5M | 2.00% | 9.55% | Not reported | Q1 2021 |
| TYRA | $55.9M | 1.88% | 3.96% | -41.7% | Q3 2021 |
| IRON | $51.6M | 1.74% | 1.72% | New | Q4 2025 |
| IMCR | $50.3M | 1.69% | 2.94% | -5.4% | Q2 2025 |
| IVVD | $48.2M | 1.62% | 6.92% | New | Q4 2025 |
| SEPN | $48M | 1.61% | 3.84% | -57.2% | Q4 2024 |
| ANNX | $45.8M | 1.54% | 6.11% | +30.4% | Q2 2022 |
| CMPX | $41.7M | 1.40% | 4.35% | +63.5% | Q3 2025 |
| FDMT | $34.7M | 1.17% | 8.04% | Not reported | Q4 2020 |
| CBIO | $32.6M | 1.10% | 9.97% | +98.1% | Q2 2025 |
| FHTX | $28.6M | 0.96% | 9.36% | Not reported | Q2 2024 |
| RPTX | $26.9M | 0.90% | 24.04% | Not reported | Q2 2020 |
| AVTX | $24.6M | 0.83% | 7.32% | 0.0% | Q3 2024 |
 PEPG | $12.5M | 0.42% | 2.78% | Not reported | Q3 2025 |
| ELDN | $9.5M | 0.32% | 8.34% | Not reported | Q1 2021 |
| XFOR | $8.93M | 0.30% | 2.46% | Not reported | Q2 2019 |
 AXSM | $8.36M | 0.28% | 0.09% | -90.6% | Q4 2022 |
| MOLN | $5.82M | 0.20% | 3.35% | Not reported | Q3 2021 |
| IMA | $5.53M | 0.19% | 7.17% | Not reported | Q3 2025 |
| TCRX | $5.23M | 0.18% | 21.80% | Not reported | Q2 2023 |
| TENX | $4.14M | 0.14% | 3.65% | Not reported | Q3 2024 |
| IMUX | $4.08M | 0.14% | 63.57% | Not reported | Q4 2022 |
| IVA | $3.19M | 0.11% | 0.36% | Not reported | Q1 2021 |
| ENGNW | $2.4M | 0.08% | Not reported | Not reported | Q4 2023 |
| Q3 2025 | |||||
| KYMR | $311M | 12.63% | 7.67% | Not reported | Q3 2020 |
| RVMD | $186M | 7.52% | 2.10% | -20.2% | Q1 2020 |
 PTGX | $170M | 6.90% | 4.10% | -20.3% | Q3 2016 |
| MLTX | $142M | 5.74% | 37.48% | Not reported | Q2 2022 |
| CDTX | $135M | 5.49% | 4.82% | +79.8% | Q2 2018 |
| GHRS | $126M | 5.12% | 16.97% | Not reported | Q2 2021 |
| MIRM | $110M | 4.44% | 2.91% | -45.9% | Q3 2021 |
| XOMA | $99.8M | 4.05% | 21.04% | Not reported | Q4 2016 |
| GPCR | $89.7M | 3.64% | 1.76% | +80.9% | Q1 2023 |
| KURA | $76.3M | 3.09% | 9.90% | +11.1% | Q3 2017 |
| SEPN | $75.5M | 3.06% | 9.00% | -8.7% | Q4 2024 |
| PVLA | $72.8M | 2.95% | 10.47% | +66.7% | Q4 2024 |
| NKTR | $72.6M | 2.94% | 6.50% | New | Q3 2025 |
| ZYME | $67.3M | 2.73% | 5.24% | -8.6% | Q2 2018 |
| AXSM | $59.1M | 2.40% | 0.97% | -71.2% | Q4 2022 |
| ACIU | $57.3M | 2.32% | 19.74% | Not reported | Q3 2018 |
| IMCR | $57.2M | 2.32% | 3.12% | +53.7% | Q2 2025 |
| OLMA | $51.8M | 2.10% | 7.71% | Not reported | Q4 2020 |
| TYRA | $51.1M | 2.07% | 6.85% | -7.5% | Q3 2021 |
| ABVX | $47.4M | 1.92% | 0.88% | New | Q3 2025 |
| GLUE | $41.9M | 1.70% | 9.16% | Not reported | Q4 2024 |
| FDMT | $40.2M | 1.63% | 9.90% | Not reported | Q4 2020 |
| STOK | $38.9M | 1.58% | 3.01% | New | Q3 2025 |
| CGEM | $34.1M | 1.38% | 9.73% | Not reported | Q1 2021 |
 CELC | $32.5M | 1.32% | 1.52% | -81.0% | Q2 2024 |
| XNCR | $32.1M | 1.30% | 3.84% | Not reported | Q4 2013 |
| FHTX | $25.9M | 1.05% | 9.38% | Not reported | Q2 2024 |
| ANNX | $21.4M | 0.87% | 6.40% | Not reported | Q2 2022 |
| RPTX | $18.2M | 0.74% | 24.04% | Not reported | Q2 2020 |
| AVTX | $17.2M | 0.70% | 7.60% | +31.8% | Q3 2024 |
| CMPX | $16.6M | 0.67% | 2.68% | New | Q3 2025 |
| CBIO | $16.5M | 0.67% | 9.99% | Not reported | Q2 2025 |
| ELDN | $16.3M | 0.66% | 10.51% | Not reported | Q1 2021 |
| TCRX | $9.51M | 0.39% | 21.80% | Not reported | Q2 2023 |
| PEPG | $8.85M | 0.36% | 5.84% | New | Q3 2025 |
| XFOR | $7.64M | 0.31% | 8.88% | Not reported | Q2 2019 |
| IMUX | $6.75M | 0.27% | 7.76% | Not reported | Q4 2022 |
| IMA | $6.54M | 0.26% | 19.95% | New | Q3 2025 |
| MOLN | $5.02M | 0.20% | 3.35% | Not reported | Q3 2021 |
| IVA | $3.97M | 0.16% | 0.72% | Not reported | Q1 2021 |
| TENX | $2.58M | 0.10% | 5.75% | Not reported | Q3 2024 |
 SABS | $1.87M | 0.08% | 1.96% | +1.6% | Q4 2023 |
| FBRX | $980K | 0.04% | 0.52% | -88.9% | Q2 2020 |
| ENGNW | $681K | 0.03% | Not reported | Not reported | Q4 2023 |