Bvf Inc/il

Reported value$3.91Bas of Jun 30, 2026

Positions44 7 new, 4 sold out

Top 10 weight66%RVMD alone is 14%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

RVMD

Revolution Medicines INC

14.2%Added

KYMR

Kymera Therapeutics INC

11.4%Trimmed

XOMA

Xoma Royalty Corporation

8.3%Added

MLTX

Moonlake Immunotherapeutics

8.0%

GHRS

Gh Research PLC

5.9%

GPCR

Structure Therapeutics INC

4.6%Trimmed

NKTR

Nektar Therapeutics

4.3%Trimmed

MIRM

Mirum Pharmaceuticals INC

XNCR

ALKS

34 others

34.4%

Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

QTTB $29.9M
ABSI $27.4M
SGMT $19.3M
IMUX $11.8M

arrow_upwardAdded

XOMA +193%
OKUR +64%
IVVD +44%
AVTX +27%

arrow_downwardTrimmed

MIRM −33%
PVLA −30%
KYMR −30%
TYRA −25%

remove_circleSold out

CMPX $41.1M
SEPN $32.5M
Immunic INC $8.49M
Engene Holdings INC $2.49M