Filed: 8/14/2026ACC: 0000921895-26-002163
📋 What this filing means
BVF INC/IL filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $3.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$3.91B
Total AUM (reported)
197.08M
Total Shares
Allocation by class
COM$2.34B59.7%
COM NEW$555.13M14.2%
CLASS A ORD$311.54M8.0%
ORDINARY SHARES$232.52M5.9%
SPONSORED ADS$180.70M4.6%
SHS$164.37M4.2%
ADS$48.84M1.2%
Portfolio Concentration
Top 3$1.32B33.8%
4–10$1.24B31.8%
11–25$1.05B26.9%
Rest$293.90M7.5%
Top 3 weight
33.8%
Top 10 weight
65.6%
Voting Authority Distribution
Total shares with voting rights: 197.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
197.08M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other44
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings44
Rows:
REVOLUTION MEDICINES INC
DFNDShares2.97M
TypeSH
Market value$555.32M
14.20%
Sole
0.00
Shared
2.97M
None
0.00
KYMERA THERAPEUTICS INC
DFNDShares3.87M
TypeSH
Market value$444.01M
11.35%
Sole
0.00
Shared
3.87M
None
0.00
XOMA ROYALTY CORPORATION
DFNDShares7.59M
TypeSH
Market value$322.72M
8.25%
Sole
0.00
Shared
7.59M
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
DFNDShares16M
TypeSH
Market value$311.54M
7.97%
Sole
0.00
Shared
16M
None
0.00
GH RESEARCH PLC
DFNDShares8.65M
TypeSH
Market value$232.52M
5.95%
Sole
0.00
Shared
8.65M
None
0.00
STRUCTURE THERAPEUTICS INC
DFNDShares3.37M
TypeSH
Market value$180.70M
4.62%
Sole
0.00
Shared
3.37M
None
0.00
NEKTAR THERAPEUTICS
DFNDShares2.39M
TypeSH
Market value$166.92M
4.27%
Sole
0.00
Shared
2.39M
None
0.00
MIRUM PHARMACEUTICALS INC
DFNDShares1.06M
TypeSH
Market value$123.63M
3.16%
Sole
0.00
Shared
1.06M
None
0.00
XENCOR INC
DFNDShares7.13M
TypeSH
Market value$114.85M
2.94%
Sole
0.00
Shared
7.13M
None
0.00
ALKERMES PLC
DFNDShares2.15M
TypeSH
Market value$112.90M
2.89%
Sole
0.00
Shared
2.15M
None
0.00
MONTE ROSA THERAPEUTICS INC
DFNDShares4.46M
TypeSH
Market value$107.95M
2.76%
Sole
0.00
Shared
4.46M
None
0.00
CULLINAN THERAPEUTICS INC
DFNDShares5.75M
TypeSH
Market value$104.72M
2.68%
Sole
0.00
Shared
5.75M
None
0.00
PALVELLA THERAPEUTICS INC NE
DFNDShares672.79K
TypeSH
Market value$102.82M
2.63%
Sole
0.00
Shared
672.79K
None
0.00
ZYMEWORKS INC
DFNDShares3.65M
TypeSH
Market value$95.39M
2.44%
Sole
0.00
Shared
3.65M
None
0.00
KURA ONCOLOGY INC
DFNDShares8.45M
TypeSH
Market value$92.65M
2.37%
Sole
0.00
Shared
8.45M
None
0.00
DISC MEDICINE INC
DFNDShares1.15M
TypeSH
Market value$84.38M
2.16%
Sole
0.00
Shared
1.15M
None
0.00
STOKE THERAPEUTICS INC
DFNDShares2.55M
TypeSH
Market value$83.36M
2.13%
Sole
0.00
Shared
2.55M
None
0.00
OLEMA PHARMACEUTICALS INC
DFNDShares5.30M
TypeSH
Market value$66.25M
1.69%
Sole
0.00
Shared
5.30M
None
0.00
ANNEXON INC
DFNDShares8.70M
TypeSH
Market value$49.67M
1.27%
Sole
0.00
Shared
8.70M
None
0.00
CRESCENT BIOPHARMA INC.
DFNDShares2.75M
TypeSH
Market value$49.48M
1.27%
Sole
0.00
Shared
2.75M
None
0.00
AC IMMUNE SA
DFNDShares19.82M
TypeSH
Market value$47.18M
1.21%
Sole
0.00
Shared
19.82M
None
0.00
TYRA BIOSCIENCES INC
DFNDShares1.48M
TypeSH
Market value$47.15M
1.21%
Sole
0.00
Shared
1.48M
None
0.00
SUTRO BIOPHARMA INC
DFNDShares1.25M
TypeSH
Market value$41.56M
1.06%
Sole
0.00
Shared
1.25M
None
0.00
IMMUNOCORE HLDGS PLC
DFNDShares1.29M
TypeSH
Market value$41.10M
1.05%
Sole
0.00
Shared
1.29M
None
0.00
AVALO THERAPEUTICS INC
DFNDShares2.08M
TypeSH
Market value$38.36M
0.98%
Sole
0.00
Shared
2.08M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCDFND | COM | 2.97M | SH | $555.32M 14.20% | 0.00 | 2.97M | 0.00 |
KYMERA THERAPEUTICS INCDFND | COM | 3.87M | SH | $444.01M 11.35% | 0.00 | 3.87M | 0.00 |
XOMA ROYALTY CORPORATIONDFND | COM NEW | 7.59M | SH | $322.72M 8.25% | 0.00 | 7.59M | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSDFND | CLASS A ORD | 16M | SH | $311.54M 7.97% | 0.00 | 16M | 0.00 |
GH RESEARCH PLCDFND | ORDINARY SHARES | 8.65M | SH | $232.52M 5.95% | 0.00 | 8.65M | 0.00 |
STRUCTURE THERAPEUTICS INCDFND | SPONSORED ADS | 3.37M | SH | $180.70M 4.62% | 0.00 | 3.37M | 0.00 |
NEKTAR THERAPEUTICSDFND | COM NEW | 2.39M | SH | $166.92M 4.27% | 0.00 | 2.39M | 0.00 |
MIRUM PHARMACEUTICALS INCDFND | COM | 1.06M | SH | $123.63M 3.16% | 0.00 | 1.06M | 0.00 |
XENCOR INCDFND | COM | 7.13M | SH | $114.85M 2.94% | 0.00 | 7.13M | 0.00 |
ALKERMES PLCDFND | SHS | 2.15M | SH | $112.90M 2.89% | 0.00 | 2.15M | 0.00 |
MONTE ROSA THERAPEUTICS INCDFND | COM | 4.46M | SH | $107.95M 2.76% | 0.00 | 4.46M | 0.00 |
CULLINAN THERAPEUTICS INCDFND | COM | 5.75M | SH | $104.72M 2.68% | 0.00 | 5.75M | 0.00 |
PALVELLA THERAPEUTICS INC NEDFND | COM | 672.79K | SH | $102.82M 2.63% | 0.00 | 672.79K | 0.00 |
ZYMEWORKS INCDFND | COM | 3.65M | SH | $95.39M 2.44% | 0.00 | 3.65M | 0.00 |
KURA ONCOLOGY INCDFND | COM | 8.45M | SH | $92.65M 2.37% | 0.00 | 8.45M | 0.00 |
DISC MEDICINE INCDFND | COM | 1.15M | SH | $84.38M 2.16% | 0.00 | 1.15M | 0.00 |
STOKE THERAPEUTICS INCDFND | COM | 2.55M | SH | $83.36M 2.13% | 0.00 | 2.55M | 0.00 |
OLEMA PHARMACEUTICALS INCDFND | COM | 5.30M | SH | $66.25M 1.69% | 0.00 | 5.30M | 0.00 |
ANNEXON INCDFND | COM | 8.70M | SH | $49.67M 1.27% | 0.00 | 8.70M | 0.00 |
CRESCENT BIOPHARMA INC.DFND | COM | 2.75M | SH | $49.48M 1.27% | 0.00 | 2.75M | 0.00 |
AC IMMUNE SADFND | SHS | 19.82M | SH | $47.18M 1.21% | 0.00 | 19.82M | 0.00 |
TYRA BIOSCIENCES INCDFND | COM | 1.48M | SH | $47.15M 1.21% | 0.00 | 1.48M | 0.00 |
SUTRO BIOPHARMA INCDFND | COM SHS | 1.25M | SH | $41.56M 1.06% | 0.00 | 1.25M | 0.00 |
IMMUNOCORE HLDGS PLCDFND | ADS | 1.29M | SH | $41.10M 1.05% | 0.00 | 1.29M | 0.00 |
AVALO THERAPEUTICS INCDFND | COM NEW | 2.08M | SH | $38.36M 0.98% | 0.00 | 2.08M | 0.00 |
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