Filed: 5/15/2026ACC: 0000921895-26-001382
📋 What this filing means
BVF INC/IL filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $3.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$3.14B
Total AUM (reported)
190.75M
Total Shares
Allocation by class
COM$2.03B64.8%
COM NEW$304.45M9.7%
CLASS A ORD$298.26M9.5%
SPONSORED ADS$166.74M5.3%
SHS$125.23M4.0%
ORDINARY SHARES$121.62M3.9%
ADS$48.20M1.5%
Portfolio Concentration
Top 3$1.03B33.0%
4–10$918.25M29.3%
11–25$960.51M30.6%
Rest$225.88M7.2%
Top 3 weight
33.0%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 190.75M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
190.75M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other41
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings41
Rows:
KYMERA THERAPEUTICS INC
DFNDShares5.50M
TypeSH
Market value$458.32M
14.60%
Sole
0.00
Shared
5.50M
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
DFNDShares16M
TypeSH
Market value$298.26M
9.50%
Sole
0.00
Shared
16M
None
0.00
REVOLUTION MEDICINES INC
DFNDShares2.86M
TypeSH
Market value$277.82M
8.85%
Sole
0.00
Shared
2.86M
None
0.00
NEKTAR THERAPEUTICS
DFNDShares2.56M
TypeSH
Market value$184.16M
5.87%
Sole
0.00
Shared
2.56M
None
0.00
STRUCTURE THERAPEUTICS INC
DFNDShares3.46M
TypeSH
Market value$166.74M
5.31%
Sole
0.00
Shared
3.46M
None
0.00
MIRUM PHARMACEUTICALS INC
DFNDShares1.58M
TypeSH
Market value$146.40M
4.66%
Sole
0.00
Shared
1.58M
None
0.00
GH RESEARCH PLC
DFNDShares8.65M
TypeSH
Market value$121.62M
3.87%
Sole
0.00
Shared
8.65M
None
0.00
PALVELLA THERAPEUTICS INC NE
DFNDShares960.99K
TypeSH
Market value$119.79M
3.82%
Sole
0.00
Shared
960.99K
None
0.00
ZYMEWORKS INC
DFNDShares3.73M
TypeSH
Market value$93.50M
2.98%
Sole
0.00
Shared
3.73M
None
0.00
XENCOR INC
DFNDShares7.13M
TypeSH
Market value$86.03M
2.74%
Sole
0.00
Shared
7.13M
None
0.00
STOKE THERAPEUTICS INC
DFNDShares2.55M
TypeSH
Market value$82.95M
2.64%
Sole
0.00
Shared
2.55M
None
0.00
CULLINAN THERAPEUTICS INC
DFNDShares5.75M
TypeSH
Market value$81.72M
2.60%
Sole
0.00
Shared
5.75M
None
0.00
DISC MEDICINE INC
DFNDShares1.27M
TypeSH
Market value$81.35M
2.59%
Sole
0.00
Shared
1.27M
None
0.00
XOMA ROYALTY CORPORATION
DFNDShares2.59M
TypeSH
Market value$81.26M
2.59%
Sole
0.00
Shared
2.59M
None
0.00
OLEMA PHARMACEUTICALS INC
DFNDShares5.30M
TypeSH
Market value$78.96M
2.52%
Sole
0.00
Shared
5.30M
None
0.00
TYRA BIOSCIENCES INC
DFNDShares1.98M
TypeSH
Market value$75.69M
2.41%
Sole
0.00
Shared
1.98M
None
0.00
MONTE ROSA THERAPEUTICS INC
DFNDShares4.46M
TypeSH
Market value$73.38M
2.34%
Sole
0.00
Shared
4.46M
None
0.00
ALKERMES PLC
DFNDShares2M
TypeSH
Market value$70.72M
2.25%
Sole
0.00
Shared
2M
None
0.00
KURA ONCOLOGY INC
DFNDShares8.45M
TypeSH
Market value$68.66M
2.19%
Sole
0.00
Shared
8.45M
None
0.00
AC IMMUNE SA
DFNDShares19.82M
TypeSH
Market value$54.51M
1.74%
Sole
0.00
Shared
19.82M
None
0.00
CRESCENT BIOPHARMA INC.
DFNDShares2.75M
TypeSH
Market value$50.49M
1.61%
Sole
0.00
Shared
2.75M
None
0.00
ANNEXON INC
DFNDShares8.70M
TypeSH
Market value$48.19M
1.54%
Sole
0.00
Shared
8.70M
None
0.00
COMPASS THERAPEUTICS INC
DFNDShares7.76M
TypeSH
Market value$41.08M
1.31%
Sole
0.00
Shared
7.76M
None
0.00
IMMUNOCORE HLDGS PLC
DFNDShares1.29M
TypeSH
Market value$39.03M
1.24%
Sole
0.00
Shared
1.29M
None
0.00
SEPTERNA INC
DFNDShares1.35M
TypeSH
Market value$32.52M
1.04%
Sole
0.00
Shared
1.35M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KYMERA THERAPEUTICS INCDFND | COM | 5.50M | SH | $458.32M 14.60% | 0.00 | 5.50M | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSDFND | CLASS A ORD | 16M | SH | $298.26M 9.50% | 0.00 | 16M | 0.00 |
REVOLUTION MEDICINES INCDFND | COM | 2.86M | SH | $277.82M 8.85% | 0.00 | 2.86M | 0.00 |
NEKTAR THERAPEUTICSDFND | COM NEW | 2.56M | SH | $184.16M 5.87% | 0.00 | 2.56M | 0.00 |
STRUCTURE THERAPEUTICS INCDFND | SPONSORED ADS | 3.46M | SH | $166.74M 5.31% | 0.00 | 3.46M | 0.00 |
MIRUM PHARMACEUTICALS INCDFND | COM | 1.58M | SH | $146.40M 4.66% | 0.00 | 1.58M | 0.00 |
GH RESEARCH PLCDFND | ORDINARY SHARES | 8.65M | SH | $121.62M 3.87% | 0.00 | 8.65M | 0.00 |
PALVELLA THERAPEUTICS INC NEDFND | COM | 960.99K | SH | $119.79M 3.82% | 0.00 | 960.99K | 0.00 |
ZYMEWORKS INCDFND | COM | 3.73M | SH | $93.50M 2.98% | 0.00 | 3.73M | 0.00 |
XENCOR INCDFND | COM | 7.13M | SH | $86.03M 2.74% | 0.00 | 7.13M | 0.00 |
STOKE THERAPEUTICS INCDFND | COM | 2.55M | SH | $82.95M 2.64% | 0.00 | 2.55M | 0.00 |
CULLINAN THERAPEUTICS INCDFND | COM | 5.75M | SH | $81.72M 2.60% | 0.00 | 5.75M | 0.00 |
DISC MEDICINE INCDFND | COM | 1.27M | SH | $81.35M 2.59% | 0.00 | 1.27M | 0.00 |
XOMA ROYALTY CORPORATIONDFND | COM NEW | 2.59M | SH | $81.26M 2.59% | 0.00 | 2.59M | 0.00 |
OLEMA PHARMACEUTICALS INCDFND | COM | 5.30M | SH | $78.96M 2.52% | 0.00 | 5.30M | 0.00 |
TYRA BIOSCIENCES INCDFND | COM | 1.98M | SH | $75.69M 2.41% | 0.00 | 1.98M | 0.00 |
MONTE ROSA THERAPEUTICS INCDFND | COM | 4.46M | SH | $73.38M 2.34% | 0.00 | 4.46M | 0.00 |
ALKERMES PLCDFND | SHS | 2M | SH | $70.72M 2.25% | 0.00 | 2M | 0.00 |
KURA ONCOLOGY INCDFND | COM | 8.45M | SH | $68.66M 2.19% | 0.00 | 8.45M | 0.00 |
AC IMMUNE SADFND | SHS | 19.82M | SH | $54.51M 1.74% | 0.00 | 19.82M | 0.00 |
CRESCENT BIOPHARMA INC.DFND | COM | 2.75M | SH | $50.49M 1.61% | 0.00 | 2.75M | 0.00 |
ANNEXON INCDFND | COM | 8.70M | SH | $48.19M 1.54% | 0.00 | 8.70M | 0.00 |
COMPASS THERAPEUTICS INCDFND | COM | 7.76M | SH | $41.08M 1.31% | 0.00 | 7.76M | 0.00 |
IMMUNOCORE HLDGS PLCDFND | ADS | 1.29M | SH | $39.03M 1.24% | 0.00 | 1.29M | 0.00 |
SEPTERNA INCDFND | COM | 1.35M | SH | $32.52M 1.04% | 0.00 | 1.35M | 0.00 |
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