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BVF Inc.

CIK 1056807 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

BVF Inc. reported 44 US-listed holdings worth $3.91 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Revolution Medicines, Inc. (14.2%), Kymera Therapeutics Inc. (11.4%) and Xoma Royalty Corporation (8.3%). Against the quarter before, it opened 7 positions, added to 6, trimmed 8 and sold out of 4.

Reported holdings$3.91B+24.6% on Q1 2026
Positions44+3 on Q1 2026
The largest ten65.6%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
RVMD14.2%KYMR11.4%XOMA8.3%MLTX8.0%GHRS5.9%GPCR4.6%NKTR4.3%MIRM3.2%XNCR2.9%ALKS2.9%GLUE2.8%CGEM2.7%PVLA2.6%ZYME2.4%30 more23.9%

The 14 largest of its 44 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $3.42 billion in 55 positions$3.42BQ3 24Q4 2024: $2.95 billion in 53 positions$2.95BQ4 24Q1 2025: $2.45 billion in 51 positions$2.45BQ1 25Q2 2025: $2.80 billion in 44 positions$2.80BQ2 25Q3 2025: $2.47 billion in 46 positions$2.47BQ3 25Q4 2025: $2.97 billion in 41 positions$2.97BQ4 25Q1 2026: $3.14 billion in 41 positions$3.14BQ1 26Q2 2026: $3.91 billion in 44 positions$3.91BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 7Added 6Held 23Trimmed 8Sold out 4
Opened: 7Added: 6Held: 23Trimmed: 8Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 7

  1. Q32 Bio Inc. QTTB$29.9 million
  2. Absci Corporation ABSI$27.4 million
  3. Sagimet Biosciences Inc. SGMT$19.3 million
  4. Immunic Inc. IMUX$11.8 million
  5. Research Alliance Corp Iii Ord Shs Cl A RACC$5.3 million
  6. Entera Bio Ltd ENTX$4.3 million
  7. Engene Therapeutics Inc W Exp 10/31/202 ENGNW$274,072

Added to 6

  1. Xoma Royalty Corporation XOMA+5.0 million shares · +193%
  2. Revolution Medicines, Inc. RVMD+108,378 shares · +4%
  3. Avalo Therapeutics Inc. AVTX+442,700 shares · +27%
  4. Alkermes plc. ALKS+154,704 shares · +8%
  5. Invivyd Inc. IVVD+8.6 million shares · +44%
  6. Onkure Therapeutics Inc OKUR+1.3 million shares · +64%

Trimmed 8

  1. Kymera Therapeutics Inc. KYMR-1.6 million shares · -30%
  2. Mirum Pharmaceuticals Inc. MIRM-528,700 shares · -33%
  3. Palvella Therapeutics Inc. Ne PVLA-288,200 shares · -30%
  4. Tyra Biosciences Inc. TYRA-500,000 shares · -25%
  5. Nektar Therapeutics NKTR-168,520 shares · -7%
  6. Disc Medicine Inc. IRON-118,700 shares · -9%
  7. Structure Therapeutics Inc. GPCR-92,535 shares · -3%
  8. Zymeworks Inc. ZYME-85,000 shares · -2%

Sold out of 4

  1. Compass Therapeutics Inc. CMPX$41.1 million last quarter
  2. Septerna Inc. SEPN$32.5 million last quarter
  3. Immunic Inc. IMUX$8.5 million last quarter
  4. Engene Holdings Inc. ENGNW$2.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Revolution Medicines, Inc. RVMD2,965,160$555.3 million14.20%+108,378
Kymera Therapeutics Inc. KYMR3,872,052$444.0 million11.35%-1,630,658
Xoma Royalty Corporation XOMA7,593,303$322.7 million8.25%+5,003,000
Moonlake Immunotherapeutics MLTX16,001,284$311.5 million7.97%no change
GH Research PLC GHRS8,650,158$232.5 million5.95%no change
Structure Therapeutics Inc. GPCR3,366,823$180.7 million4.62%-92,535
Nektar Therapeutics NKTR2,391,075$166.9 million4.27%-168,520
Mirum Pharmaceuticals Inc. MIRM1,056,027$123.6 million3.16%-528,700
Xencor Inc. XNCR7,133,720$114.9 million2.94%no change
Alkermes plc. ALKS2,154,704$112.9 million2.89%+154,704
Monte Rosa Therapeutics Inc. GLUE4,460,886$108.0 million2.76%no change
Cullinan Therapeutics Inc. CGEM5,750,683$104.7 million2.68%no change
Palvella Therapeutics Inc. Ne PVLA672,789$102.8 million2.63%-288,200
Zymeworks Inc. ZYME3,649,142$95.4 million2.44%-85,000
Kura Oncology Inc. KURA8,445,769$92.7 million2.37%no change
Disc Medicine Inc. IRON1,153,612$84.4 million2.16%-118,700
Stoke Therapeutics Inc. STOK2,547,557$83.4 million2.13%no change
Olema Pharmaceuticals Inc. OLMA5,295,893$66.3 million1.69%no change
Annexon Inc. ANNX8,698,173$49.7 million1.27%no change
Crescent Biopharma Inc. CBIO2,748,763$49.5 million1.27%no change
Ac Immune SA ACIU19,822,436$47.2 million1.21%no change
Tyra Biosciences Inc. TYRA1,476,196$47.1 million1.21%-500,000
Sutro Biopharma Inc. STRO1,251,788$41.6 million1.06%no change
Immunocore Hldgs PLC IMCR1,294,463$41.1 million1.05%no change
Avalo Therapeutics Inc. AVTX2,075,545$38.4 million0.98%+442,700
4D Molecular Therapeutics in FDMT2,879,289$38.3 million0.98%no change
Q32 Bio Inc. QTTB2,350,000$29.9 million0.77%new
Anteris Technologies Global AVR3,000,000$29.6 million0.76%no change
Foghorn Therapeutics Inc. FHTX5,842,000$28.5 million0.73%no change
Absci Corporation ABSI2,361,674$27.4 million0.70%new
Eledon Pharmaceuticals Inc. ELDN6,293,282$24.8 million0.63%no change
Invivyd Inc. IVVD28,165,000$24.6 million0.63%+8,640,000
Sagimet Biosciences Inc. SGMT2,500,000$19.3 million0.49%new
Onkure Therapeutics Inc OKUR3,235,778$14.8 million0.38%+1,256,806
Immunic Inc. IMUX765,295$11.8 million0.30%new
X4 Pharmaceuticals Inc. XFOR2,233,742$10.4 million0.27%no change
Imagenebio Inc. IMA1,110,002$6.5 million0.17%no change
Tscan Therapeutics Inc. TCRX5,564,290$5.5 million0.14%no change
Research Alliance Corp Iii Ord Shs Cl A RACC500,000$5.3 million0.14%new
Molecular Partners AG MOLN1,353,968$5.1 million0.13%no change
Tenax Therapeutics Inc. TENX339,549$4.9 million0.13%no change
Entera Bio Ltd ENTX2,425,000$4.3 million0.11%new
Inventiva SA IVA686,040$2.6 million0.07%no change
Engene Therapeutics Inc W Exp 10/31/202 ENGNW945,402$274,0720.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.