BVF Inc reported 40 positions worth $3.58B for the quarter ended Jun 30, 2026, up 17.1% on the prior quarter. It opened 3 new positions, added to 5, trimmed 9 and exited 2. Its largest holding is Revolution Medicines, Inc. at 15.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| QTTB Q32 Bio Inc. | +2.35M | – | $29.94M | 0.837% |
| ABSI Absci Corp | +2.36M | – | $27.37M | 0.765% |
| RVMD Revolution Medicines, Inc. | +108.4K | +3.8% | $20.30M | 15.52% |
| SGMT Sagimet Biosciences Inc. | +2.50M | – | $19.33M | 0.54% |
| AVTX Avalo Therapeutics, Inc. | +442.7K | +27.1% | $8.18M | 1.07% |
| ALKS Alkermes plc. | +154.7K | +7.7% | $8.11M | 3.15% |
| IVVD Invivyd, Inc. | +8.64M | +44.3% | $7.54M | 0.687% |
| OKUR OnKure Therapeutics, Inc. | +1.26M | +63.5% | $5.73M | 0.412% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KYMR Kymera Therapeutics, Inc. | -1.63M | -29.6% | $186.99M | 12.41% |
| MIRM Mirum Pharmaceuticals, Inc. | -528.7K | -33.4% | $61.89M | 3.45% |
| PVLA Palvella Therapeutics, Inc. | -288.2K | -30.0% | $44.04M | 2.87% |
| CMPX Compass Therapeutics, Inc. | -7.76M | -100.0% | $41.08M | Exited |
| SEPN Septerna, Inc. | -1.35M | -100.0% | $32.52M | Exited |
| TYRA Tyra Biosciences, Inc. | -500.0K | -25.3% | $15.97M | 1.32% |
| NKTR Nektar Therapeutics | -168.5K | -6.6% | $11.76M | 4.66% |
| IRON Disc Medicine, Inc. | -118.7K | -9.3% | $8.68M | 2.36% |
| GPCR Structure Therapeutics Inc. | -92.5K | -2.7% | $4.97M | 5.05% |
| ZYME Zymeworks Inc. | -85.0K | -2.3% | $2.22M | 2.67% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RVMD Revolution Medicines, Inc. | Healthcare | 2.97M | $555.32M | 15.52% | +108.4K | +3.8% | Added | 1.38% |
| 2 | KYMR Kymera Therapeutics, Inc. | Healthcare | 3.87M | $444.01M | 12.41% | -1.63M | -29.6% | Reduced | 3.94% |
| 3 | MLTX MoonLake Immunotherapeutics | Healthcare | 16.00M | $311.54M | 8.71% | 0 | 0.0% | Unchanged | 21.65% |
| 4 | GHRS GH Research PLC | Healthcare | 8.65M | $232.52M | 6.5% | 0 | 0.0% | Unchanged | 14.17% |
| 5 | GPCR Structure Therapeutics Inc. | Healthcare | 3.37M | $180.70M | 5.05% | -92.5K | -2.7% | Reduced | 1.54% |
| 6 | NKTR Nektar Therapeutics | Healthcare | 2.39M | $166.92M | 4.66% | -168.5K | -6.6% | Reduced | 7.23% |
| 7 | MIRM Mirum Pharmaceuticals, Inc. | Healthcare | 1.06M | $123.63M | 3.45% | -528.7K | -33.4% | Reduced | 1.63% |
| 8 | XNCR Xencor Inc | Healthcare | 7.13M | $114.85M | 3.21% | 0 | 0.0% | Unchanged | 9.4% |
| 9 | ALKS Alkermes plc. | Healthcare | 2.15M | $112.90M | 3.15% | +154.7K | +7.7% | Added | 1.29% |
| 10 | GLUE Monte Rosa Therapeutics, Inc. | Healthcare | 4.46M | $107.95M | 3.02% | 0 | 0.0% | Unchanged | 4.4% |
| 11 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 5.75M | $104.72M | 2.93% | 0 | 0.0% | Unchanged | 8.94% |
| 12 | PVLA Palvella Therapeutics, Inc. | Healthcare | 672.8K | $102.82M | 2.87% | -288.2K | -30.0% | Reduced | 4.67% |
| 13 | ZYME Zymeworks Inc. | Healthcare | 3.65M | $95.39M | 2.67% | -85.0K | -2.3% | Reduced | 5% |
| 14 | KURA Kura Oncology, Inc. | Healthcare | 8.45M | $92.65M | 2.59% | 0 | 0.0% | Unchanged | 9.49% |
| 15 | IRON Disc Medicine, Inc. | Healthcare | 1.15M | $84.38M | 2.36% | -118.7K | -9.3% | Reduced | 2.98% |
Tip. Select a row to see that position’s full history at Bvf.
As of its Q2 2026 13F filing, BVF Inc’s five largest positions were Revolution Medicines, Inc. (RVMD) at 15.5%, Kymera Therapeutics, Inc. (KYMR) at 12.4%, MoonLake Immunotherapeutics (MLTX) at 8.7%, GH Research PLC (GHRS) at 6.5%, Structure Therapeutics Inc. (GPCR) at 5.1% of the reported portfolio.
BVF Inc reported a 13F portfolio worth $3.58B across 40 positions for Q2 2026. That is up 17.1% from the previous quarter.
Its largest purchases by value were Q32 Bio Inc. ($29.94M), Absci Corp ($27.37M), Revolution Medicines, Inc. ($20.30M). It opened 3 new positions.
Its largest sales by value were Kymera Therapeutics, Inc. ($186.99M), Mirum Pharmaceuticals, Inc. ($61.89M), Palvella Therapeutics, Inc. ($44.04M). It exited 2 positions entirely.
From the Form 13F-HR reports BVF Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.