BVF INC/IL
Follow13F filer, CIK 1056807, San Francisco, CA
BVF INC/IL reported $3,910,995,502 across 44 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 65.59% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000921895-26-002163
- Period
- 2026-06-30
- Reported value
- $3.91B
- Holdings
- 44
- Top 10 weight
- 65.59%
- New
- 7
- Sold out
- 4
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| XOMAadded | +5,003,000 | $213M |
| QTTBnew | +2,350,000 | $29.9M |
| ABSInew | +2,361,674 | $27.4M |
| RVMDadded | +108,378 | $20.3M |
| SGMTnew | +2,500,000 | $19.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| KYMRreduced | -1,630,658 | -$187M |
| MIRMreduced | -528,700 | -$61.9M |
| PVLAreduced | -288,200 | -$44M |
| CMPXexited | -7,764,842 | -$41.1M |
| SEPNexited | -1,353,249 | -$32.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0000921895-26-002163, largest first. % of portfolio is the value over $3,910,995,502, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| RVMDREVOLUTION MEDICINES INC | 2,965,160 | $555M | 14.2% | +108,378 | Timeline | ||
| KYMRKYMERA THERAPEUTICS INC | 3,872,052 | $444M | 11.35% | -1,630,658 | Timeline | ||
| XOMAXOMA ROYALTY CORPORATION | 7,593,303 | $323M | 8.25% | +5,003,000 | Timeline | ||
| MLTXMOONLAKE IMMUNOTHERAPEUTICS | 16,001,284 | $312M | 7.97% | 0 | Timeline | ||
| GHRSGH RESEARCH PLC | 8,650,158 | $233M | 5.95% | 0 | Timeline | ||
| GPCRSTRUCTURE THERAPEUTICS INC | 3,366,823 | $181M | 4.62% | -92,535 | Timeline | ||
| NKTRNEKTAR THERAPEUTICS | 2,391,075 | $167M | 4.27% | -168,520 | Timeline | ||
| MIRMMIRUM PHARMACEUTICALS INC | 1,056,027 | $124M | 3.16% | -528,700 | Timeline | ||
| XNCRXENCOR INC | 7,133,720 | $115M | 2.94% | 0 | Timeline | ||
| ALKSALKERMES PLC | 2,154,704 | $113M | 2.89% | +154,704 | Timeline | ||
| GLUEMONTE ROSA THERAPEUTICS INC | 4,460,886 | $108M | 2.76% | 0 | Timeline | ||
| CGEMCULLINAN THERAPEUTICS INC | 5,750,683 | $105M | 2.68% | 0 | Timeline | ||
| PVLAPALVELLA THERAPEUTICS INC NE | 672,789 | $103M | 2.63% | -288,200 | Timeline | ||
| ZYMEZYMEWORKS INC | 3,649,142 | $95.4M | 2.44% | -85,000 | Timeline | ||
| KURAKURA ONCOLOGY INC | 8,445,769 | $92.7M | 2.37% | 0 | Timeline | ||
| IRONDISC MEDICINE INC | 1,153,612 | $84.4M | 2.16% | -118,700 | Timeline | ||
| STOKSTOKE THERAPEUTICS INC | 2,547,557 | $83.4M | 2.13% | 0 | 2026-09-23, 13G: 3,608,968 shares, 5.6% of the class, 13G filed 2026-09-30 | Timeline | |
| OLMAOLEMA PHARMACEUTICALS INC | 5,295,893 | $66.3M | 1.69% | 0 | Timeline | ||
| ANNXANNEXON INC | 8,698,173 | $49.7M | 1.27% | 0 | Timeline | ||
| CBIOCRESCENT BIOPHARMA INC. | 2,748,763 | $49.5M | 1.27% | 0 | Timeline | ||
| ACIUAC IMMUNE SA | 19,822,436 | $47.2M | 1.21% | 0 | Timeline | ||
| TYRATYRA BIOSCIENCES INC | 1,476,196 | $47.1M | 1.21% | -500,000 | Timeline | ||
| STROSUTRO BIOPHARMA INC | 1,251,788 | $41.6M | 1.06% | 0 | Timeline | ||
| IMCRIMMUNOCORE HLDGS PLC | 1,294,463 | $41.1M | 1.05% | 0 | Timeline | ||
| AVTXAVALO THERAPEUTICS INC | 2,075,545 | $38.4M | 0.98% | +442,700 | Timeline | ||
| FDMT4D MOLECULAR THERAPEUTICS IN | 2,879,289 | $38.3M | 0.98% | 0 | Timeline | ||
| QTTBQ32 BIO INC | 2,350,000 | $29.9M | 0.77% | new | Timeline | ||
| AVRANTERIS TECHNOLOGIES GLOBAL | 3,000,000 | $29.6M | 0.76% | 0 | Timeline | ||
| FHTXFOGHORN THERAPEUTICS INC | 5,842,000 | $28.5M | 0.73% | 0 | 2026-10-01, 13G/A: 8,507,000 shares, 14.3% of the class, 13G/A filed 2026-10-05 | Timeline | |
| ABSIABSCI CORPORATION | 2,361,674 | $27.4M | 0.7% | new | Timeline | ||
| ELDNELEDON PHARMACEUTICALS INC | 6,293,282 | $24.8M | 0.63% | 0 | Timeline | ||
| IVVDINVIVYD INC | 28,165,000 | $24.6M | 0.63% | +8,640,000 | Timeline | ||
| SGMTSAGIMET BIOSCIENCES INC | 2,500,000 | $19.3M | 0.49% | new | Timeline | ||
| OKURONKURE THERAPEUTICS INC | 3,235,778 | $14.8M | 0.38% | +1,256,806 | Timeline | ||
| IMUXIMMUNIC INC | 765,295 | $11.8M | 0.3% | new | Timeline | ||
| XFORX4 PHARMACEUTICALS INC | 2,233,742 | $10.4M | 0.27% | 0 | Timeline | ||
| IMAIMAGENEBIO INC | 1,110,002 | $6.55M | 0.17% | 0 | Timeline | ||
| TCRXTSCAN THERAPEUTICS INC | 5,564,290 | $5.45M | 0.14% | 0 | Timeline | ||
| RACCRESEARCH ALLIANCE CORP III | 500,000 | $5.35M | 0.14% | new | Timeline | ||
| MOLNMOLECULAR PARTNERS AG | 1,353,968 | $5.15M | 0.13% | 0 | Timeline | ||
| TENXTENAX THERAPEUTICS INC | 339,549 | $4.94M | 0.13% | 0 | Timeline | ||
| ENTXENTERA BIO LTD | 2,425,000 | $4.29M | 0.11% | new | Timeline | ||
| IVAINVENTIVA SA | 686,040 | $2.59M | 0.07% | 0 | Timeline | ||
| ENGNWENGENE THERAPEUTICS INC | 945,402 | $274K | 0.01% | new | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000921895-26-002163 | base | 2026-08-14 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| Form 3 0000921895-26-002730 | Foghorn Therapeutics Inc. | 2026-10-05 | ||
| 13F-HR 0000921895-26-002163 | Quarter ended 2026-06-30 | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-26-001382 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-26-000449 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-25-003089 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-25-002281 | Quarter ended 2025-06-30 | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-25-001528 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-25-000463 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-24-002698 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-24-001815 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-24-001219 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-24-000477 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-23-002623 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-23-001946 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-23-001220 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-23-000558 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-22-003025 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-22-002470 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-22-001680 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-22-000561 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-21-002668 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-21-002114 | Quarter ended 2021-06-30 | 2021-08-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-21-001374 | Quarter ended 2021-03-31 | 2021-05-17 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-21-000372 | Quarter ended 2020-12-31 | 2021-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-20-002920 | Quarter ended 2020-09-30 | 2020-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-20-002253 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-20-001448 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-20-000569 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-19-002786 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-19-002231 | Quarter ended 2019-06-30 | 2019-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-19-001497 | Quarter ended 2019-03-31 | 2019-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-19-000425 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-18-003059 | Quarter ended 2018-09-30 | 2018-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-18-002318 | Quarter ended 2018-06-30 | 2018-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-18-001588 | Quarter ended 2018-03-31 | 2018-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-18-000676 | Quarter ended 2017-12-31 | 2018-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-17-002664 | Quarter ended 2017-09-30 | 2017-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-17-002146 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-17-001513 | Quarter ended 2017-03-31 | 2017-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-17-000368 | Quarter ended 2016-12-31 | 2017-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-16-006168 | Quarter ended 2016-09-30 | 2016-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-16-005495 | Quarter ended 2016-06-30 | 2016-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-16-004561 | Quarter ended 2016-03-31 | 2016-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-16-003386 | Quarter ended 2015-12-31 | 2016-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-15-002554 | Quarter ended 2015-09-30 | 2015-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-15-002011 | Quarter ended 2015-06-30 | 2015-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-15-001376 | Quarter ended 2015-03-31 | 2015-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-15-000447 | Quarter ended 2014-12-31 | 2015-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-14-002431 | Quarter ended 2014-09-30 | 2014-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-14-001872 | Quarter ended 2014-06-30 | 2014-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-14-001203 | Quarter ended 2014-03-31 | 2014-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-14-000355 | Quarter ended 2013-12-31 | 2014-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-13-002290 | Quarter ended 2013-09-30 | 2013-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000921895-13-001749 | Quarter ended 2013-06-30 | 2013-08-14 | acceptance time not in the bulk data set |