2026 Q1 Portfolio Activity
In 2026 Q1, BVF INC/IL maintained a portfolio of 45 distinct positions. The most significant new addition was ALKERMES PLC, now representing 2.25% of the total fund value. They heavily accumulated shares in NEKTAR THERAPEUTICS, increasing the position by 64.1%. Conversely, BVF INC/IL completely exited their position in ABIVAX SA.
Position History
hover any row below to update
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Total Positions
45
Quarter
2026 Q1
Top Holding
KYMR (14.6%)
Top 10 Concentration
62.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-45 of 45
BVF INC/IL Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 14.60% | 14.41% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
5,502,710 | $458,320,716 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MLTX
MOONLAKE IMMUNO...
|
Healthcare | 9.50% | 8.76% |
#2
1
Prev: #3
|
5.8 |
—
|
-3,750,000 | -19.0% |
P
S
|
16,001,284 | $298,263,934 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 8.85% | 9.00% |
#3
1
Prev: #2
|
5.0 |
—
|
-500,000 | -14.9% |
P
S
|
2,856,782 | $277,822,050 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NKTR
NEKTAR THERAPEU...
|
Healthcare | 5.87% | 2.22% |
#4
11
Prev: #15
|
5.8 |
—
|
1,000,000 | 64.1% |
P
S
|
2,559,595 | $184,162,860 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 5.31% | 8.15% |
#5
1
Prev: #4
|
3.1 |
—
|
-19,664 | -0.6% |
P
S
|
3,459,358 | $166,741,056 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MIRM
MIRUM PHARMACEU...
|
Healthcare | 4.66% | 3.98% |
#6
Prev: #6
|
3.9 |
—
|
89,437 | 6.0% |
P
S
|
1,584,727 | $146,397,080 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 3.87% | 3.77% |
#7
Prev: #7
|
2.0 |
—
|
-177,554 | -2.0% |
P
S
|
8,650,158 | $121,621,221 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PVLA
PALVELLA THERAP...
|
Healthcare | 3.82% | 3.10% |
#8
2
Prev: #10
|
3.5 |
—
|
81,980 | 9.3% |
P
S
|
960,989 | $119,787,279 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZYME
ZYMEWORKS INC
|
Healthcare | 2.98% | 3.49% |
#9
Prev: #9
|
1.7 |
—
|
-204,499 | -5.2% |
P
S
|
3,734,142 | $93,502,916 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XNCR
XENCOR INC
|
Healthcare | 2.74% | 3.68% |
#10
2
Prev: #8
|
2.1 |
—
|
no change | no change |
P
S
|
7,133,720 | $86,032,663 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STOK
STOKE THERAPEUT...
|
Healthcare | 2.64% | 2.42% |
#11
1
Prev: #12
|
3.1 |
—
|
281,883 | 12.4% |
P
S
|
2,547,557 | $82,948,456 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 2.60% | 2.00% |
#12
6
Prev: #18
|
2.0 |
—
|
no change | no change |
P
S
|
5,750,683 | $81,717,205 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IRON
DISC MEDICINE I...
|
Healthcare | 2.59% | 1.74% |
#13
7
Prev: #20
|
4.0 |
—
|
622,312 | 95.7% |
P
S
|
1,272,312 | $81,351,629 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOMA
XOMA ROYALTY CO...
|
Healthcare | 2.59% | 2.32% |
#14
1
Prev: #13
|
2.0 |
—
|
no change | no change |
P
S
|
2,590,303 | $81,257,805 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OLMA
OLEMA PHARMACEU...
|
Healthcare | 2.52% | 4.46% |
#15
10
Prev: #5
|
2.0 |
—
|
no change | no change |
P
S
|
5,295,893 | $78,961,765 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 2.41% | 1.88% |
#16
3
Prev: #19
|
1.5 |
—
|
-151,469 | -7.1% |
P
S
|
1,976,196 | $75,688,307 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLUE
MONTE ROSA THER...
|
Healthcare | 2.34% | 2.02% |
#17
Prev: #17
|
2.9 |
—
|
625,000 | 16.3% |
P
S
|
4,460,886 | $73,381,575 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 2.25% | — |
#18
Prev: #—
|
4.4 |
—
|
2,000,000 | — |
NEW
|
2,000,000 | $70,720,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KURA
KURA ONCOLOGY I...
|
Healthcare | 2.19% | 3.01% |
#19
8
Prev: #11
|
1.4 |
—
|
-171,393 | -2.0% |
P
S
|
8,445,769 | $68,664,102 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ACIU
AC IMMUNE SA
|
Healthcare | 1.74% | 2.10% |
#20
4
Prev: #16
|
1.7 |
—
|
no change | no change |
P
S
|
19,822,436 | $54,511,699 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
CRESCENT BIOPHA...
|
|
Unknown | 1.61% | 1.10% |
#21
6
Prev: #27
|
1.6 |
—
|
no change | no change |
P
S
|
2,748,763 | $50,494,776 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ANNX
ANNEXON INC
|
Healthcare | 1.54% | 1.54% |
#22
2
Prev: #24
|
1.1 |
—
|
-429,907 | -4.7% |
P
S
|
8,698,173 | $48,187,878 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 1.31% | 1.40% |
#23
2
Prev: #25
|
1.5 |
—
|
no change | no change |
P
S
|
7,764,842 | $41,076,014 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMCR
IMMUNOCORE HLDG...
|
Healthcare | 1.24% | 1.69% |
#24
3
Prev: #21
|
1.0 |
—
|
-194,512 | -13.1% |
P
S
|
1,294,463 | $39,028,059 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SEPN
SEPTERNA INC
|
Healthcare | 1.04% | 1.61% |
#25
2
Prev: #23
|
0.4 |
—
|
-367,533 | -21.4% |
P
S
|
1,353,249 | $32,518,573 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STRO
SUTRO BIOPHARMA...
|
Healthcare | 0.99% | — |
#26
Prev: #—
|
3.9 |
—
|
1,251,788 | — |
NEW
|
1,251,788 | $31,182,039 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FHTX
FOGHORN THERAPE...
|
Healthcare | 0.89% | 0.96% |
#27
1
Prev: #28
|
2.4 |
—
|
540,000 | 10.2% |
P
S
|
5,842,000 | $27,924,760 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FDMT
4D MOLECULAR TH...
|
Healthcare | 0.85% | 1.17% |
#28
2
Prev: #26
|
0.3 |
—
|
-1,750,000 | -37.8% |
P
S
|
2,879,289 | $26,806,181 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVVD
INVIVYD INC
|
Healthcare | 0.81% | 1.62% |
#29
7
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
19,525,000 | $25,382,500 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 0.78% | 0.83% |
#30
Prev: #30
|
2.8 |
—
|
277,588 | 20.5% |
P
S
|
1,632,845 | $24,378,376 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ELDN
ELEDON PHARMACE...
|
Healthcare | 0.62% | 0.32% |
#31
1
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
6,293,282 | $19,383,309 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVR
ANTERIS TECHNOL...
|
Healthcare | 0.53% | — |
#32
Prev: #—
|
3.7 |
—
|
3,000,000 | — |
NEW
|
3,000,000 | $16,650,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XFOR
X4 PHARMACEUTIC...
|
Healthcare | 0.29% | 0.30% |
#33
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
2,233,742 | $9,225,354 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMUX
IMMUNIC INC
|
Healthcare | 0.27% | 0.14% |
#34
5
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
7,652,972 | $8,494,799 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OKUR
ONKURE THERAPEU...
|
Healthcare | 0.26% | — |
#35
Prev: #—
|
3.6 |
—
|
1,978,972 | — |
NEW
|
1,978,972 | $8,192,944 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TCRX
TSCAN THERAPEUT...
|
Healthcare | 0.18% | 0.18% |
#36
1
Prev: #37
|
2.1 |
—
|
338,216 | 6.5% |
P
S
|
5,564,290 | $5,619,933 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMA
IMAGENEBIO INC
|
Healthcare | 0.18% | 0.19% |
#37
1
Prev: #36
|
2.6 |
—
|
307,900 | 38.4% |
P
S
|
1,110,002 | $5,550,010 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TENX
TENAX THERAPEUT...
|
Healthcare | 0.17% | 0.14% |
#38
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
339,549 | $5,429,389 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MOLN
MOLECULAR PARTN...
|
Healthcare | 0.17% | 0.20% |
#39
4
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
1,353,968 | $5,361,713 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 0.12% | 0.11% |
#40
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
686,040 | $3,807,522 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ENGNW
ENGENE HOLDINGS...
|
Unknown | 0.08% | 0.08% |
#41
Prev: #41
|
1.0 |
—
|
no change | no change |
P
S
|
945,402 | $2,486,407 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 0.00% | 0.28% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-45,757 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PEPG
PEPGEN INC
|
Healthcare | 0.00% | 0.42% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-1,915,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RPTX
REPARE THERAPEU...
|
Unknown | 0.00% | 0.90% |
Sold All 😨
(Was: #29) |
0.0 |
—
|
-10,333,600 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 0.00% | 2.31% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-508,031 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-45 of 45 holdings