BVF INC/IL
CIK: 0001056807SEC EDGAR →
Portfolio Value
$3.0B
Holdings
41
As of
Q4 2025
New Positions
7
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | KYMERA THERAPEUTICS INC | 5,502,710 | $428.2M | 14.41% |
| 2 | REVOLUTION MEDICINES INC | 3,356,782 | $267.4M | 9.00% |
| 3 | MOONLAKE IMMUNOTHERAPEUTICS | 19,751,284 | $260.3M | 8.76% |
| 4 | STRUCTURE THERAPEUTICS INC | 3,479,022 | $242.0M | 8.15% |
| 5 | OLEMA PHARMACEUTICALS INC | 5,295,893 | $132.4M | 4.46% |
| 6 | MIRUM PHARMACEUTICALS INC | 1,495,290 | $118.1M | 3.98% |
| 7 | GH RESEARCH PLC | 8,827,712 | $112.1M | 3.77% |
| 8 | XENCOR INC | 7,133,720 | $109.2M | 3.68% |
| 9 | ZYMEWORKS INC | 3,938,641 | $103.7M | 3.49% |
| 10 | PALVELLA THERAPEUTICS INC NE | 879,009 | $92.0M | 3.10% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 40 | $2.9B | 99.1% |
| Unknown | 1 | $26.9M | 0.9% |