account_balance
Investment manager · 13F filer · SEC CIK 1056807
BVF Inc
Reported value$3.91Bas of Jun 30, 2026
Positions44 7 new, 4 sold out
Top 10 weight65.6%RVMD alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RVMDRevolution Medicines Inc
14.2%Added +4%
KYMRKymera Therapeutics Inc
11.4%Trimmed −30%
XOMAXoma Royalty Corporation
8.3%Added +193%
MLTXMoonlake Immunotherapeutics
8.0%
GHRSGh Research PLC
5.9%
GPCRStructure Therapeutics Inc
4.6%Trimmed −3%
NKTRNektar Therapeutics
4.3%Trimmed −7%
MIRMMirum Pharmaceuticals Inc
3.2%Trimmed −33%
XNCRXencor Inc
2.9%
ALKSAlkermes PLC
2.9%Added +8%
GLUEMonte Rosa Therapeutics Inc
2.8%
CGEMCullinan Therapeutics Inc
2.7%
RVMDRevolution Medicines Inc
14.2%Added +4%
KYMRKymera Therapeutics Inc
11.4%Trimmed −30%
XOMA8.3%
MLTX8.0%GHRS5.9%GPCR4.6%NKTR4.3%MIRM3.2%XNCR2.9%ALKS2.9%GLUE2.8%CGEM2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RVMD Revolution Medicines Inc 14.2% Added +4%KYMR Kymera Therapeutics Inc 11.4% Trimmed −30%
XOMA Xoma Royalty Corporation 8.3% Added +193%
MLTX Moonlake Immunotherapeutics 8.0% HeldGHRS Gh Research PLC 5.9% HeldGPCR Structure Therapeutics Inc 4.6% Trimmed −3%NKTR Nektar Therapeutics 4.3% Trimmed −7%MIRM Mirum Pharmaceuticals Inc 3.2% Trimmed −33%XNCR Xencor Inc 2.9% HeldALKS Alkermes PLC 2.9% Added +8%GLUE Monte Rosa Therapeutics Inc 2.8% HeldCGEM Cullinan Therapeutics Inc 2.7% HeldWhat changed