BVF INC/IL
CIK 1056807 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- RVMD14.20%
- KYMR11.35%
- XOMA8.25%
- MLTX7.97%
- GHRS5.95%
- GPCR4.62%
- NKTR4.27%
- MIRM3.16%
- XNCR2.94%
- ALKS2.89%
Share classes counted separately65.60%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XOMAWeight increased · +5.66 pp2.59% → 8.25%Shares +5.00M (+193.14%)
- RVMDWeight increased · +5.35 pp8.85% → 14.20%Shares +108.38K (+3.79%)
- KYMRWeight decreased · -3.25 pp14.60% → 11.35%Shares -1.63M (-29.63%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RVMDREVOLUTION MEDICINES INC View history and evidence | $555.32M | 14.20% | 2.97M shares | 8.85% → 14.20%+5.35 pp +108.38K (+3.79%) | Added | ▾ |
| 02 | KYMRKYMERA THERAPEUTICS INC View history and evidence | $444.01M | 11.35% | 3.87M shares | 14.60% → 11.35%-3.25 pp -1.63M (-29.63%) | Reduced | ▾ |
| 03 | XOMAXOMA ROYALTY CORPORATIONCOM NEW View history and evidence | $322.72M | 8.25% | 7.59M shares | 2.59% → 8.25%+5.66 pp +5.00M (+193.14%) | Added | ▾ |
| 04 | MLTXMOONLAKE IMMUNOTHERAPEUTICSCLASS A ORD View history and evidence | $311.54M | 7.97% | 16.00M shares | 9.50% → 7.97%-1.53 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | GHRSGH RESEARCH PLCORDINARY SHARES View history and evidence | $232.52M | 5.95% | 8.65M shares | 3.87% → 5.95%+2.08 pp 0 (0.00%) | Unchanged | ▾ |
| 06 | GPCRSTRUCTURE THERAPEUTICS INCSPONSORED ADS View history and evidence | $180.70M | 4.62% | 3.37M shares | 5.31% → 4.62%-0.69 pp -92.53K (-2.67%) | Reduced | ▾ |
| 07 | NKTRNEKTAR THERAPEUTICSCOM NEW View history and evidence | $166.92M | 4.27% | 2.39M shares | 5.87% → 4.27%-1.60 pp -168.52K (-6.58%) | Reduced | ▾ |
| 08 | MIRMMIRUM PHARMACEUTICALS INC View history and evidence | $123.63M | 3.16% | 1.06M shares | 4.66% → 3.16%-1.50 pp -528.70K (-33.36%) | Reduced | ▾ |
| 09 | XNCRXENCOR INC View history and evidence | $114.85M | 2.94% | 7.13M shares | 2.74% → 2.94%+0.20 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | ALKSALKERMES PLCSHS View history and evidence | $112.90M | 2.89% | 2.15M shares | 2.25% → 2.89%+0.64 pp +154.70K (+7.74%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CMPX COMPASS THERAPEUTICS INC | Non-derivative | -7,764,842 | -$41.08M | SEC filing ↗ | SEC filing ↗ |
| SEPN SEPTERNA INC | Non-derivative | -1,353,249 | -$32.52M | SEC filing ↗ | SEC filing ↗ |
| VTL IMMUNIC INC | Non-derivative | -7,652,972 | -$8.49M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1056807 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3910995502
}Research all 44 reported holdings.
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