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Vivo Capital, LLC

CIK 1674712 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Vivo Capital, LLC reported 47 US-listed holdings worth $1.10 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Trevi Therapeutics Inc. (8.7%), Praxis Precision Medicines I (8.3%) and Erasca Inc. (6.9%). Against the quarter before, it opened 7 positions, added to 6, trimmed 8 and sold out of 6.

Reported holdings$1.10B-9.0% on Q1 2026
Positions47+1 on Q1 2026
The largest ten52.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
TRVI8.7%PRAX8.3%ERAS6.9%AVBP5.3%ABVX5.0%TNGX3.9%CRVS3.8%DRUG3.6%Sinovac3.5%TENX3.3%ACRS3.2%DYN3.2%DNTH3.2%ANRO2.9%33 more35.1%

The 14 largest of its 47 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: $1.21 billion in 43 positions$1.21BQ3 24Q4 2024: $892.6 million in 40 positions$893MQ4 24Q1 2025: $755.1 million in 40 positions$755MQ1 25Q2 2025: $977.1 million in 42 positions$977MQ2 25Q3 2025: $1.24 billion in 47 positions$1.24BQ3 25Q4 2025: $1.55 billion in 47 positions$1.55BQ4 25Q1 2026: $1.20 billion in 46 positions$1.20BQ1 26Q2 2026: $1.10 billion in 47 positions$1.10BQ2 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 26Trimmed 8Sold out 6
Opened: 7Added: 6Held: 26Trimmed: 8Sold out: 6

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. Achieve Life Sciences Inc. ACHV$18.0 million
  2. Editas Medicine, Inc. EDIT$11.5 million
  3. Odyssey Therapeutics, Inc. ODTX$10.8 million
  4. Aura Biosciences Inc. AURA$8.3 million
  5. Avalo Therapeutics Inc. AVTX$5.1 million
  6. Valneva SE VALN$4.0 million
  7. Inmed Pharmaceuticals Inc. INM$1.2 million

Added to 6

  1. Tenax Therapeutics Inc. TENX+2.3 million shares · +1100%
  2. Arrivent Biopharma Inc. AVBP+796,181 shares · +90%
  3. Abivax SA ABVX+175,360 shares · +73%
  4. Moonlake Immunotherapeutics MLTX+400,000 shares · +40%
  5. Alto Neuroscience Inc. ANRO+173,307 shares · +17%
  6. Aclaris Therapeutics Inc. ACRS+27,971 shares · +0%

Trimmed 8

  1. Erasca Inc. ERAS-8.0 million shares · -66%
  2. Tango Therapeutics Inc. TNGX-775,011 shares · -36%
  3. Praxis Precision Medicines I PRAX-67,779 shares · -20%
  4. Sab Biotherapeutics Inc. SABS-4.1 million shares · -36%
  5. DBV Technologies S A DBVT-822,811 shares · -31%
  6. Unicycive Therapeutics Inc. UNCY-1.2 million shares · -69%
  7. Compass Therapeutics Inc. CMPX-1.8 million shares · -19%
  8. Pasithea Therapeutics Corp. KTTA-1.6 million shares · -78%

Sold out of 6

  1. Terns Pharmaceuticals Inc. TERN$70.4 million last quarter
  2. Veradermics Inc MANE$18.9 million last quarter
  3. Cogent Biosciences Inc. COGT$16.3 million last quarter
  4. Soleno Therapeutics Inc. SLNO$9.9 million last quarter
  5. Viridian Therapeutics Inc. VRDN$3.3 million last quarter
  6. Compass Pathways PLC CMPS$1.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Trevi Therapeutics Inc. TRVI5,094,668$95.0 million8.68%no change
Praxis Precision Medicines I PRAX271,116$90.8 million8.29%-67,779
Erasca Inc. ERAS4,127,412$75.6 million6.90%-8,024,068
Arrivent Biopharma Inc. AVBP1,682,097$58.4 million5.34%+796,181
Abivax SA ABVX414,899$55.3 million5.05%+175,360
Tango Therapeutics Inc. TNGX1,379,769$43.1 million3.94%-775,011
Corvus Pharmaceuticals Inc. CRVS2,805,816$41.9 million3.83%no change
Bright Minds Biosciences Inc. DRUG557,172$39.1 million3.57%no change
Sinovac Biotech Ltd5,903,000$38.2 million3.49%no change
Tenax Therapeutics Inc. TENX2,500,000$36.4 million3.32%+2,291,667
Aclaris Therapeutics Inc. ACRS6,694,637$35.4 million3.23%+27,971
Dyne Therapeutics Inc. DYN1,557,466$34.6 million3.16%no change
Dianthus Therapeutics Inc. DNTH353,998$34.5 million3.15%no change
Alto Neuroscience Inc. ANRO1,208,858$31.9 million2.91%+173,307
DBV Technologies S A DBVT1,844,758$30.3 million2.76%-822,811
Sab Biotherapeutics Inc. SABS7,299,909$28.5 million2.60%-4,120,091
Moonlake Immunotherapeutics MLTX1,400,000$27.3 million2.49%+400,000
LB Pharmaceuticals Inc. LBRX800,000$26.0 million2.37%no change
Minerva Neurosciences Inc. NERV4,322,747$24.0 million2.19%no change
Design Therapeutics Inc. DSGN1,612,903$23.3 million2.13%no change
Oric Pharmaceuticals Inc. ORIC1,848,786$20.0 million1.83%no change
CAMP4 Therapeutics Corp. CAMP4,246,568$18.6 million1.69%no change
Sensei Biotherapeutics Inc. FTH722,020$18.1 million1.65%no change
Achieve Life Sciences Inc. ACHV2,751,032$18.0 million1.64%new
Compass Therapeutics Inc. CMPX7,757,060$17.0 million1.55%-1,788,406
AN2 Therapeutics Inc. ANTX3,153,640$15.3 million1.39%no change
Editas Medicine, Inc. EDIT3,555,250$11.5 million1.05%new
Geron Corp. GERN8,671,797$11.1 million1.01%no change
Odyssey Therapeutics, Inc. ODTX575,000$10.8 million0.98%new
Eupraxia Pharmaceuticals Inc. EPRX1,350,000$8.9 million0.81%no change
Onkure Therapeutics Inc OKUR1,927,710$8.8 million0.80%no change
Olema Pharmaceuticals Inc. OLMA671,843$8.4 million0.77%no change
Monopar Therapeutics Inc. MNPR90,500$8.4 million0.77%no change
Aura Biosciences Inc. AURA1,166,667$8.3 million0.76%new
Surrozen Inc. SRZN260,000$6.7 million0.62%no change
Alx Oncology Holdings Inc. ALXO3,184,713$6.6 million0.60%no change
Satellos Bioscience Inc. MSLE813,666$6.3 million0.58%no change
Avalo Therapeutics Inc. AVTX275,000$5.1 million0.46%new
Pepgen Inc. PEPG2,325,000$4.2 million0.38%no change
Valneva SE VALN763,199$4.0 million0.36%new
Sera Prognostics Inc. SERA1,650,440$3.0 million0.27%no change
Unicycive Therapeutics Inc. UNCY550,000$2.6 million0.24%-1,239,916
Instil Bio Inc. TIL292,743$2.3 million0.21%no change
Inmed Pharmaceuticals Inc. INM798,377$1.2 million0.11%new
Bolt Biotherapeutics Inc. BOLT72,414$278,7940.03%no change
Pasithea Therapeutics Corp. KTTA465,471$239,9040.02%-1,634,529
Precision Biosciences Inc. DTIL4,675$36,7460.00%no change
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 6 it sold out of are in the box above.