Filed: 5/15/2026ACC: 0001213900-26-057929
📋 What this filing means
VIVO CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$1.20B
Total AUM (reported)
108.40M
Total Shares
Allocation by class
COMMON$1.08B89.8%
SPONSORED ADS$83.50M7.0%
SHS$38.19M3.2%
Portfolio Concentration
Top 3$376.15M31.4%
4–10$337.52M28.2%
11–25$356.96M29.8%
Rest$127.75M10.7%
Top 3 weight
31.4%
Top 10 weight
59.6%
Voting Authority Distribution
Total shares with voting rights: 108.40M
Sole
Full voting authority
108.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
Erasca Inc
SOLEShares12.15M
TypeSH
Market value$196.61M
16.41%
Sole
12.15M
Shared
0.00
None
0.00
Praxis Precision Medicines
SOLEShares338.89K
TypeSH
Market value$109.19M
9.11%
Sole
338.89K
Shared
0.00
None
0.00
Terns Pharmaceuticals Inc
SOLEShares1.33M
TypeSH
Market value$70.35M
5.87%
Sole
1.33M
Shared
0.00
None
0.00
Trevi Therapeutics Inc
SOLEShares5.09M
TypeSH
Market value$60.78M
5.07%
Sole
5.09M
Shared
0.00
None
0.00
DBV Technologies SA
SOLEShares2.67M
TypeSH
Market value$55.73M
4.65%
Sole
2.67M
Shared
0.00
None
0.00
Compass Therapeutics Inc
SOLEShares9.55M
TypeSH
Market value$50.50M
4.21%
Sole
9.55M
Shared
0.00
None
0.00
Tango Therapeutics Inc
SOLEShares2.15M
TypeSH
Market value$45.08M
3.76%
Sole
2.15M
Shared
0.00
None
0.00
SAB Biotherapeutics Inc
SOLEShares11.42M
TypeSH
Market value$43.74M
3.65%
Sole
11.42M
Shared
0.00
None
0.00
Corvus Pharmaceuticals Holdings
SOLEShares2.81M
TypeSH
Market value$41.05M
3.43%
Sole
2.81M
Shared
0.00
None
0.00
Bright Minds Biosciences Inc
SOLEShares557.17K
TypeSH
Market value$40.66M
3.39%
Sole
557.17K
Shared
0.00
None
0.00
Sinovac Biotech Ltd.
SOLEShares5.90M
TypeSH
Market value$38.19M
3.19%
Sole
5.90M
Shared
0.00
None
0.00
Dianthus Therapeutics Inc
SOLEShares354K
TypeSH
Market value$29.71M
2.48%
Sole
354K
Shared
0.00
None
0.00
Dyne Therapeutics Inc
SOLEShares1.56M
TypeSH
Market value$28.24M
2.36%
Sole
1.56M
Shared
0.00
None
0.00
Abivax SA - ADR
SOLEShares239.54K
TypeSH
Market value$26.67M
2.23%
Sole
239.54K
Shared
0.00
None
0.00
Minerva Neurosciences Inc
SOLEShares4.32M
TypeSH
Market value$26.04M
2.17%
Sole
4.32M
Shared
0.00
None
0.00
Aclaris Therapeutics, Inc.
SOLEShares6.67M
TypeSH
Market value$25.00M
2.09%
Sole
6.67M
Shared
0.00
None
0.00
Oric Pharmaceuticals Inc
SOLEShares1.85M
TypeSH
Market value$23.42M
1.95%
Sole
1.85M
Shared
0.00
None
0.00
Alto Neuroscience Inc
SOLEShares1.04M
TypeSH
Market value$23.28M
1.94%
Sole
1.04M
Shared
0.00
None
0.00
Sensei Biotherapeutics Inc
SOLEShares722.02K
TypeSH
Market value$22.76M
1.90%
Sole
722.02K
Shared
0.00
None
0.00
Arrivent BioPharma Inc
SOLEShares885.92K
TypeSH
Market value$20.44M
1.71%
Sole
885.92K
Shared
0.00
None
0.00
LB Pharmaceuticals Inc
SOLEShares800K
TypeSH
Market value$19.73M
1.65%
Sole
800K
Shared
0.00
None
0.00
Veradermics Inc
SOLEShares300K
TypeSH
Market value$18.95M
1.58%
Sole
300K
Shared
0.00
None
0.00
CAMP4 Therapeutics Inc
SOLEShares4.25M
TypeSH
Market value$18.73M
1.56%
Sole
4.25M
Shared
0.00
None
0.00
Moonlake Immunotherapeutics
SOLEShares1M
TypeSH
Market value$18.64M
1.56%
Sole
1M
Shared
0.00
None
0.00
Design Therapeutics Inc
SOLEShares1.61M
TypeSH
Market value$17.16M
1.43%
Sole
1.61M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Erasca IncSOLE | Common | 12.15M | SH | $196.61M 16.41% | 12.15M | 0.00 | 0.00 |
Praxis Precision MedicinesSOLE | Common | 338.89K | SH | $109.19M 9.11% | 338.89K | 0.00 | 0.00 |
Terns Pharmaceuticals IncSOLE | Common | 1.33M | SH | $70.35M 5.87% | 1.33M | 0.00 | 0.00 |
Trevi Therapeutics IncSOLE | Common | 5.09M | SH | $60.78M 5.07% | 5.09M | 0.00 | 0.00 |
DBV Technologies SASOLE | SPONSORED ADS | 2.67M | SH | $55.73M 4.65% | 2.67M | 0.00 | 0.00 |
Compass Therapeutics IncSOLE | Common | 9.55M | SH | $50.50M 4.21% | 9.55M | 0.00 | 0.00 |
Tango Therapeutics IncSOLE | Common | 2.15M | SH | $45.08M 3.76% | 2.15M | 0.00 | 0.00 |
SAB Biotherapeutics IncSOLE | Common | 11.42M | SH | $43.74M 3.65% | 11.42M | 0.00 | 0.00 |
Corvus Pharmaceuticals HoldingsSOLE | Common | 2.81M | SH | $41.05M 3.43% | 2.81M | 0.00 | 0.00 |
Bright Minds Biosciences IncSOLE | Common | 557.17K | SH | $40.66M 3.39% | 557.17K | 0.00 | 0.00 |
Sinovac Biotech Ltd.SOLE | SHS | 5.90M | SH | $38.19M 3.19% | 5.90M | 0.00 | 0.00 |
Dianthus Therapeutics IncSOLE | Common | 354K | SH | $29.71M 2.48% | 354K | 0.00 | 0.00 |
Dyne Therapeutics IncSOLE | Common | 1.56M | SH | $28.24M 2.36% | 1.56M | 0.00 | 0.00 |
Abivax SA - ADRSOLE | SPONSORED ADS | 239.54K | SH | $26.67M 2.23% | 239.54K | 0.00 | 0.00 |
Minerva Neurosciences IncSOLE | Common | 4.32M | SH | $26.04M 2.17% | 4.32M | 0.00 | 0.00 |
Aclaris Therapeutics, Inc.SOLE | Common | 6.67M | SH | $25.00M 2.09% | 6.67M | 0.00 | 0.00 |
Oric Pharmaceuticals IncSOLE | Common | 1.85M | SH | $23.42M 1.95% | 1.85M | 0.00 | 0.00 |
Alto Neuroscience IncSOLE | Common | 1.04M | SH | $23.28M 1.94% | 1.04M | 0.00 | 0.00 |
Sensei Biotherapeutics IncSOLE | Common | 722.02K | SH | $22.76M 1.90% | 722.02K | 0.00 | 0.00 |
Arrivent BioPharma IncSOLE | Common | 885.92K | SH | $20.44M 1.71% | 885.92K | 0.00 | 0.00 |
LB Pharmaceuticals IncSOLE | Common | 800K | SH | $19.73M 1.65% | 800K | 0.00 | 0.00 |
Veradermics IncSOLE | Common | 300K | SH | $18.95M 1.58% | 300K | 0.00 | 0.00 |
CAMP4 Therapeutics IncSOLE | Common | 4.25M | SH | $18.73M 1.56% | 4.25M | 0.00 | 0.00 |
Moonlake ImmunotherapeuticsSOLE | Common | 1M | SH | $18.64M 1.56% | 1M | 0.00 | 0.00 |
Design Therapeutics IncSOLE | Common | 1.61M | SH | $17.16M 1.43% | 1.61M | 0.00 | 0.00 |
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