2026 Q2 Portfolio Activity
In 2026 Q2, BVF INC/IL maintained a portfolio of 48 distinct positions. The most significant new addition was Q32 BIO INC, now representing 0.77% of the total fund value. They heavily accumulated shares in XOMA ROYALTY CORPORATION, increasing the position by 193.1%. The fund also reduced its exposure to KYMERA THERAPEUTICS INC by 29.6%.
Position History
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Total Positions
48
Quarter
2026 Q2
Top Holding
RVMD (14.2%)
Top 10 Concentration
65.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-48 of 48
BVF INC/IL Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 14.20% | 8.85% |
#1
2
Prev: #3
|
6.5 |
—
|
108,378 | 3.8% |
P
S
|
2,965,160 | $555,315,165 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 11.35% | 14.60% |
#2
1
Prev: #1
|
5.5 |
—
|
-1,630,658 | -29.6% |
P
S
|
3,872,052 | $444,008,203 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XOMA
XOMA ROYALTY CO...
|
Healthcare | 8.25% | 2.59% |
#3
11
Prev: #14
|
7.3 |
—
|
5,003,000 | 193.1% |
P
S
|
7,593,303 | $322,715,378 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLTX
MOONLAKE IMMUNO...
|
Healthcare | 7.97% | 9.50% |
#4
2
Prev: #2
|
4.7 |
—
|
no change | no change |
P
S
|
16,001,284 | $311,544,999 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 5.95% | 3.87% |
#5
2
Prev: #7
|
3.9 |
—
|
no change | no change |
P
S
|
8,650,158 | $232,516,247 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 4.62% | 5.31% |
#6
1
Prev: #5
|
2.3 |
—
|
-92,535 | -2.7% |
P
S
|
3,366,823 | $180,697,390 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NKTR
NEKTAR THERAPEU...
|
Healthcare | 4.27% | 5.87% |
#7
3
Prev: #4
|
2.2 |
—
|
-168,520 | -6.6% |
P
S
|
2,391,075 | $166,920,946 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MIRM
MIRUM PHARMACEU...
|
Healthcare | 3.16% | 4.66% |
#8
2
Prev: #6
|
1.3 |
—
|
-528,700 | -33.4% |
P
S
|
1,056,027 | $123,629,081 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XNCR
XENCOR INC
|
Healthcare | 2.94% | 2.74% |
#9
1
Prev: #10
|
2.2 |
—
|
no change | no change |
P
S
|
7,133,720 | $114,852,892 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 2.89% | 2.25% |
#10
8
Prev: #18
|
3.2 |
—
|
154,704 | 7.7% |
P
S
|
2,154,704 | $112,895,716 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLUE
MONTE ROSA THER...
|
Healthcare | 2.76% | 2.34% |
#11
6
Prev: #17
|
2.1 |
—
|
no change | no change |
P
S
|
4,460,886 | $107,953,441 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 2.68% | 2.60% |
#12
Prev: #12
|
2.1 |
—
|
no change | no change |
P
S
|
5,750,683 | $104,719,937 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PVLA
PALVELLA THERAP...
|
Healthcare | 2.63% | 3.82% |
#13
5
Prev: #8
|
1.1 |
—
|
-288,200 | -30.0% |
P
S
|
672,789 | $102,815,615 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZYME
ZYMEWORKS INC
|
Healthcare | 2.44% | 2.98% |
#14
5
Prev: #9
|
1.5 |
—
|
-85,000 | -2.3% |
P
S
|
3,649,142 | $95,388,572 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KURA
KURA ONCOLOGY I...
|
Healthcare | 2.37% | 2.19% |
#15
4
Prev: #19
|
1.9 |
—
|
no change | no change |
P
S
|
8,445,769 | $92,650,086 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IRON
DISC MEDICINE I...
|
Healthcare | 2.16% | 2.59% |
#16
3
Prev: #13
|
1.4 |
—
|
-118,700 | -9.3% |
P
S
|
1,153,612 | $84,375,182 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STOK
STOKE THERAPEUT...
|
Healthcare | 2.13% | 2.64% |
#17
6
Prev: #11
|
1.9 |
—
|
no change | no change |
P
S
|
2,547,557 | $83,356,065 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OLMA
OLEMA PHARMACEU...
|
Healthcare | 1.69% | 2.52% |
#18
3
Prev: #15
|
1.7 |
—
|
no change | no change |
P
S
|
5,295,893 | $66,251,621 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANNX
ANNEXON INC
|
Healthcare | 1.27% | 1.54% |
#19
3
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
8,698,173 | $49,666,568 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CRESCENT BIOPHA...
|
|
Unknown | 1.27% | 1.61% |
#20
1
Prev: #21
|
1.5 |
—
|
no change | no change |
P
S
|
2,748,763 | $49,477,734 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ACIU
AC IMMUNE SA
|
Healthcare | 1.21% | 1.74% |
#21
1
Prev: #20
|
1.5 |
—
|
no change | no change |
P
S
|
19,822,436 | $47,177,398 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 1.21% | 2.41% |
#22
6
Prev: #16
|
0.5 |
—
|
-500,000 | -25.3% |
P
S
|
1,476,196 | $47,149,700 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STRO
SUTRO BIOPHARMA...
|
Healthcare | 1.06% | 0.99% |
#23
3
Prev: #26
|
1.4 |
—
|
no change | no change |
P
S
|
1,251,788 | $41,559,362 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMCR
IMMUNOCORE HLDG...
|
Healthcare | 1.05% | 1.24% |
#24
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
1,294,463 | $41,099,200 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 0.98% | 0.78% |
#25
5
Prev: #30
|
2.9 |
—
|
442,700 | 27.1% |
P
S
|
2,075,545 | $38,356,072 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FDMT
4D MOLECULAR TH...
|
Healthcare | 0.98% | 0.85% |
#26
2
Prev: #28
|
1.4 |
—
|
no change | no change |
P
S
|
2,879,289 | $38,294,544 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QTTB
Q32 BIO INC
|
Healthcare | 0.77% | — |
#27
Prev: #—
|
3.8 |
—
|
2,350,000 | — |
NEW
|
2,350,000 | $29,939,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVR
ANTERIS TECHNOL...
|
Healthcare | 0.76% | 0.53% |
#28
4
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
3,000,000 | $29,550,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FHTX
FOGHORN THERAPE...
|
Healthcare | 0.73% | 0.89% |
#29
2
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
5,842,000 | $28,508,960 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABSI
ABSCI CORPORATI...
|
Healthcare | 0.70% | — |
#30
Prev: #—
|
3.8 |
—
|
2,361,674 | — |
NEW
|
2,361,674 | $27,371,802 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ELDN
ELEDON PHARMACE...
|
Healthcare | 0.63% | 0.62% |
#31
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
6,293,282 | $24,795,531 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVVD
INVIVYD INC
|
Healthcare | 0.63% | 0.81% |
#32
3
Prev: #29
|
2.8 |
—
|
8,640,000 | 44.3% |
P
S
|
28,165,000 | $24,571,146 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGMT
SAGIMET BIOSCIE...
|
Healthcare | 0.49% | — |
#33
Prev: #—
|
3.7 |
—
|
2,500,000 | — |
NEW
|
2,500,000 | $19,325,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OKUR
ONKURE THERAPEU...
|
Healthcare | 0.38% | 0.26% |
#34
1
Prev: #35
|
3.2 |
—
|
1,256,806 | 63.5% |
P
S
|
3,235,778 | $14,755,148 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
IMMUNIC INC
|
|
Unknown | 0.30% | — |
#35
Prev: #—
|
3.6 |
—
|
765,295 | — |
NEW
|
765,295 | $11,762,584 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
XFOR
X4 PHARMACEUTIC...
|
Healthcare | 0.27% | 0.29% |
#36
3
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
2,233,742 | $10,431,575 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMA
IMAGENEBIO INC
|
Healthcare | 0.17% | 0.18% |
#37
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
1,110,002 | $6,549,012 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TCRX
TSCAN THERAPEUT...
|
Healthcare | 0.14% | 0.18% |
#38
2
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
5,564,290 | $5,453,561 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
RESEARCH ALLIAN...
|
|
Unknown | 0.14% | — |
#39
Prev: #—
|
3.6 |
—
|
500,000 | — |
NEW
|
500,000 | $5,350,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
MOLN
MOLECULAR PARTN...
|
Healthcare | 0.13% | 0.17% |
#40
1
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
1,353,968 | $5,145,078 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TENX
TENAX THERAPEUT...
|
Healthcare | 0.13% | 0.17% |
#41
3
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
339,549 | $4,940,438 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENTX
ENTERA BIO LTD
|
Healthcare | 0.11% | — |
#42
Prev: #—
|
3.5 |
—
|
2,425,000 | — |
NEW
|
2,425,000 | $4,292,250 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 0.07% | 0.12% |
#43
3
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
686,040 | $2,593,231 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ENGENE THERAPEU...
|
|
Unknown | 0.01% | — |
#44
Prev: #—
|
3.5 |
—
|
945,402 | — |
NEW
|
945,402 | $274,072 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ENGNW
ENGENE HOLDINGS...
|
Unknown | 0.00% | 0.08% |
Sold All 😨
(Was: #41) |
0.0 |
—
|
-945,402 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMUX
IMMUNIC INC
|
Healthcare | 0.00% | 0.27% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-7,652,972 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SEPN
SEPTERNA INC
|
Healthcare | 0.00% | 1.04% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-1,353,249 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 0.00% | 1.31% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-7,764,842 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-48 of 48 holdings