Filed: 5/15/2025ACC: 0000921895-25-001528
📋 What this filing means
BVF INC/IL filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $2.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$2.45B
Total AUM (reported)
247.66M
Total Shares
Allocation by class
COM$1.35B55.0%
CLASS A ORD$771.68M31.5%
COM NEW$122.46M5.0%
ORDINARY SHARES$98.58M4.0%
SHS$37.07M1.5%
SPON ADR$36.54M1.5%
SPONSORED ADS$30.66M1.2%
Portfolio Concentration
Top 3$1.14B46.7%
4–10$657.66M26.8%
11–25$463.78M18.9%
Rest$187.14M7.6%
Top 3 weight
46.7%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 247.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
247.66M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other51
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings51
Rows:
MOONLAKE IMMUNOTHERAPEUTICS
DFNDShares19.75M
TypeSH
Market value$771.68M
31.45%
Sole
0.00
Shared
19.75M
None
0.00
AXSOME THERAPEUTICS INC
DFNDShares1.69M
TypeSH
Market value$197.13M
8.03%
Sole
0.00
Shared
1.69M
None
0.00
REVOLUTION MEDICINES INC
DFNDShares4.98M
TypeSH
Market value$176.18M
7.18%
Sole
0.00
Shared
4.98M
None
0.00
KYMERA THERAPEUTICS INC
DFNDShares5.16M
TypeSH
Market value$141.28M
5.76%
Sole
0.00
Shared
5.16M
None
0.00
MIRUM PHARMACEUTICALS INC
DFNDShares2.80M
TypeSH
Market value$125.98M
5.13%
Sole
0.00
Shared
2.80M
None
0.00
PROTAGONIST THERAPEUTICS INC
DFNDShares2.58M
TypeSH
Market value$124.53M
5.08%
Sole
0.00
Shared
2.58M
None
0.00
GH RESEARCH PLC
DFNDShares8.83M
TypeSH
Market value$97.37M
3.97%
Sole
0.00
Shared
8.83M
None
0.00
XOMA ROYALTY CORPORATION
DFNDShares2.98M
TypeSH
Market value$59.45M
2.42%
Sole
0.00
Shared
2.98M
None
0.00
IONIS PHARMACEUTICALS INC
DFNDShares1.91M
TypeSH
Market value$57.73M
2.35%
Sole
0.00
Shared
1.91M
None
0.00
ZYMEWORKS INC
DFNDShares4.31M
TypeSH
Market value$51.32M
2.09%
Sole
0.00
Shared
4.31M
None
0.00
KURA ONCOLOGY INC
DFNDShares7.75M
TypeSH
Market value$51.18M
2.09%
Sole
0.00
Shared
7.75M
None
0.00
CULLINAN THERAPEUTICS INC
DFNDShares5.75M
TypeSH
Market value$43.53M
1.77%
Sole
0.00
Shared
5.75M
None
0.00
AC IMMUNE SA
DFNDShares19.82M
TypeSH
Market value$37.07M
1.51%
Sole
0.00
Shared
19.82M
None
0.00
TYRA BIOSCIENCES INC
DFNDShares3.94M
TypeSH
Market value$36.68M
1.50%
Sole
0.00
Shared
3.94M
None
0.00
GALAPAGOS NV
DFNDShares1.45M
TypeSH
Market value$36.54M
1.49%
Sole
0.00
Shared
1.45M
None
0.00
CELCUITY INC
DFNDShares3.47M
TypeSH
Market value$35.04M
1.43%
Sole
0.00
Shared
3.47M
None
0.00
VERVE THERAPEUTICS INC
DFNDShares6.90M
TypeSH
Market value$31.55M
1.29%
Sole
0.00
Shared
6.90M
None
0.00
STRUCTURE THERAPEUTICS INC
DFNDShares1.77M
TypeSH
Market value$30.66M
1.25%
Sole
0.00
Shared
1.77M
None
0.00
XENCOR INC
DFNDShares2.74M
TypeSH
Market value$29.16M
1.19%
Sole
0.00
Shared
2.74M
None
0.00
MONTE ROSA THERAPEUTICS INC
DFNDShares5.66M
TypeSH
Market value$26.26M
1.07%
Sole
0.00
Shared
5.66M
None
0.00
SEPTERNA INC
DFNDShares4.40M
TypeSH
Market value$25.45M
1.04%
Sole
0.00
Shared
4.40M
None
0.00
ELEDON PHARMACEUTICALS INC
DFNDShares6.29M
TypeSH
Market value$21.33M
0.87%
Sole
0.00
Shared
6.29M
None
0.00
CIDARA THERAPEUTICS INC
DFNDShares924.64K
TypeSH
Market value$19.92M
0.81%
Sole
0.00
Shared
924.64K
None
0.00
OLEMA PHARMACEUTICALS INC
DFNDShares5.30M
TypeSH
Market value$19.91M
0.81%
Sole
0.00
Shared
5.30M
None
0.00
PALVELLA THERAPEUTICS INC NE
DFNDShares696.55K
TypeSH
Market value$19.50M
0.79%
Sole
0.00
Shared
696.55K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MOONLAKE IMMUNOTHERAPEUTICSDFND | CLASS A ORD | 19.75M | SH | $771.68M 31.45% | 0.00 | 19.75M | 0.00 |
AXSOME THERAPEUTICS INCDFND | COM | 1.69M | SH | $197.13M 8.03% | 0.00 | 1.69M | 0.00 |
REVOLUTION MEDICINES INCDFND | COM | 4.98M | SH | $176.18M 7.18% | 0.00 | 4.98M | 0.00 |
KYMERA THERAPEUTICS INCDFND | COM | 5.16M | SH | $141.28M 5.76% | 0.00 | 5.16M | 0.00 |
MIRUM PHARMACEUTICALS INCDFND | COM | 2.80M | SH | $125.98M 5.13% | 0.00 | 2.80M | 0.00 |
PROTAGONIST THERAPEUTICS INCDFND | COM | 2.58M | SH | $124.53M 5.08% | 0.00 | 2.58M | 0.00 |
GH RESEARCH PLCDFND | ORDINARY SHARES | 8.83M | SH | $97.37M 3.97% | 0.00 | 8.83M | 0.00 |
XOMA ROYALTY CORPORATIONDFND | COM NEW | 2.98M | SH | $59.45M 2.42% | 0.00 | 2.98M | 0.00 |
IONIS PHARMACEUTICALS INCDFND | COM | 1.91M | SH | $57.73M 2.35% | 0.00 | 1.91M | 0.00 |
ZYMEWORKS INCDFND | COM | 4.31M | SH | $51.32M 2.09% | 0.00 | 4.31M | 0.00 |
KURA ONCOLOGY INCDFND | COM | 7.75M | SH | $51.18M 2.09% | 0.00 | 7.75M | 0.00 |
CULLINAN THERAPEUTICS INCDFND | COM | 5.75M | SH | $43.53M 1.77% | 0.00 | 5.75M | 0.00 |
AC IMMUNE SADFND | SHS | 19.82M | SH | $37.07M 1.51% | 0.00 | 19.82M | 0.00 |
TYRA BIOSCIENCES INCDFND | COM | 3.94M | SH | $36.68M 1.50% | 0.00 | 3.94M | 0.00 |
GALAPAGOS NVDFND | SPON ADR | 1.45M | SH | $36.54M 1.49% | 0.00 | 1.45M | 0.00 |
CELCUITY INCDFND | COM | 3.47M | SH | $35.04M 1.43% | 0.00 | 3.47M | 0.00 |
VERVE THERAPEUTICS INCDFND | COM | 6.90M | SH | $31.55M 1.29% | 0.00 | 6.90M | 0.00 |
STRUCTURE THERAPEUTICS INCDFND | SPONSORED ADS | 1.77M | SH | $30.66M 1.25% | 0.00 | 1.77M | 0.00 |
XENCOR INCDFND | COM | 2.74M | SH | $29.16M 1.19% | 0.00 | 2.74M | 0.00 |
MONTE ROSA THERAPEUTICS INCDFND | COM | 5.66M | SH | $26.26M 1.07% | 0.00 | 5.66M | 0.00 |
SEPTERNA INCDFND | COM | 4.40M | SH | $25.45M 1.04% | 0.00 | 4.40M | 0.00 |
ELEDON PHARMACEUTICALS INCDFND | COM | 6.29M | SH | $21.33M 0.87% | 0.00 | 6.29M | 0.00 |
CIDARA THERAPEUTICS INCDFND | COM NEW | 924.64K | SH | $19.92M 0.81% | 0.00 | 924.64K | 0.00 |
OLEMA PHARMACEUTICALS INCDFND | COM | 5.30M | SH | $19.91M 0.81% | 0.00 | 5.30M | 0.00 |
PALVELLA THERAPEUTICS INC NEDFND | COM | 696.55K | SH | $19.50M 0.79% | 0.00 | 696.55K | 0.00 |
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