§ 13F · FUND PROFILE
BVF INC/IL.
AUM · $3.9B (13F)Positions · 44Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$98M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | 2.97M | $555M | 14.2% | +4% |
| 2 | KYMR | KYMERA THERAPEUTICS INC | 3.87M | $444M | 11.4% | −30% |
| 3 | XOMA | XOMA ROYALTY CORPORATION | 7.59M | $323M | 8.3% | +193% |
| 4 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 16.00M | $312M | 8.0% | ±0% |
| 5 | GHRS | GH RESEARCH PLC | 8.65M | $233M | 5.9% | ±0% |
| 6 | GPCR | STRUCTURE THERAPEUTICS INC | 3.37M | $181M | 4.6% | −3% |
| 7 | NKTR | NEKTAR THERAPEUTICS | 2.39M | $167M | 4.3% | −7% |
| 8 | MIRM | MIRUM PHARMACEUTICALS INC | 1.06M | $124M | 3.2% | −33% |
| 9 | XNCR | XENCOR INC | 7.13M | $115M | 2.9% | ±0% |
| 10 | ALKS | ALKERMES PLC | 2.15M | $113M | 2.9% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BVF SIGNAL
AC read
BVF INC/IL is a Other fund managing $3.9 billion in assets. The fund runs a portfolio of 44 positions.
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