Ownership history in BVF INC/IL Β· 19 quarters on record
This page tracks every 13F SEC filing in which BVF INC/IL reported a position in GH RESEARCH PLC (GHRS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BVF INC/IL underperformed the S&P 500 by β3.5% annually on this GHRS position. Timing score: 75% (3/4 decisions correct). Average cost basis: $20.01. Maximum drawdown during holding period: β75.1%.
β οΈ Trailed SPY by 3.5% ann. on this position.
18 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $5.80 (2023 Q4) Β· Worst: $22.06 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 1 trim. Bought during 1 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π BVF INC/IL has been actively increasing its GHRS allocation β a bullish signal from insiders.
Currently 3.77% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size