§ 13F · FUND PROFILE
BVF INC/IL.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.5B (13F)Positions · 46Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$127M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | KYMR | KYMERA THERAPEUTICS INC | 5.50M | $458M | 14.6% | ±0% |
| 2 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 16.00M | $298M | 9.5% | −19% |
| 3 | RVMD | REVOLUTION MEDICINES INC | 2.86M | $278M | 8.9% | −15% |
| 4 | NKTR | NEKTAR THERAPEUTICS | 2.56M | $184M | 5.9% | +64% |
| 5 | GPCR | STRUCTURE THERAPEUTICS INC | 3.46M | $167M | 5.3% | −1% |
| 6 | MIRM | MIRUM PHARMACEUTICALS INC | 1.58M | $146M | 4.7% | +6% |
| 7 | GHRS | GH RESEARCH PLC | 8.65M | $122M | 3.9% | −2% |
| 8 | PVLA | PALVELLA THERAPEUTICS INC NE | 961K | $120M | 3.8% | +9% |
| 9 | ZYME | ZYMEWORKS INC | 3.73M | $94M | 3.0% | −5% |
| 10 | XNCR | XENCOR INC | 7.13M | $86M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BVF SIGNAL
AC read
BVF INC/IL is a Other fund managing $2.5 billion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed