Vivo Capital, LLC

CIK: 0001674712SEC EDGAR →

Portfolio Value

$1.5B

Holdings

47

As of

Q4 2025

New Positions

8

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Terns Pharmaceuticals Inc

5,346,928$216.0M
13.96%
2

Cidara Therapeutics, Inc.

956,670$211.3M
13.66%
3

Praxis Precision Medicines

328,895$96.9M
6.27%
4

Cogent Biosciences Inc

2,398,993$85.2M
5.51%
5

Trevi Therapeutics Inc

5,094,668$63.8M
4.12%
6

Avadel Pharmaceuticals PLC

2,684,109$57.8M
3.74%
7

Compass Therapeutics Inc

9,545,466$51.3M
3.31%
8

Dyne Therapeutics Inc

2,614,960$51.1M
3.31%
9

Abivax SA - ADR

359,305$48.5M
3.13%
10

DBV Technologies SA

2,461,626$47.2M
3.05%

Quarterly Changes

Top Buys

PRAX↑ Increased
$86.4M
DBVT↑ Increased
$36.6M
ANRONEW
$18.4M
NERVNEW
$17.4M
DSGNNEW
$15.1M

Top Sells

TERN↓ Decreased
$164.2M
VRNACLOSED
$148.7M
SLNO↓ Decreased
$112.6M
CDTX↓ Decreased
$85.7M
COGT↓ Decreased
$45.2M

New Positions (7)

$18.4M · 1.0M shares
$17.4M · 4.3M shares
$15.1M · 1.6M shares
$13.2M · 1.0M shares
$5.4M · 2.3M shares
$2.7M · 2.1M shares
$843K · 285K shares

Closed Positions (7)

$148.7M · 1.4M shares
$28.3M · 592K shares
$20.6M · 435K shares
$19.9M · 2.1M shares
$11.3M · 1.6M shares
$6.1M · 570K shares
$5.5M · 377K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare45$1.3B84.0%
Unknown2$247.3M16.0%