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BVF INC/IL

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13F filer, CIK 1056807, San Francisco, CA

BVF INC/IL reported $2,453,567,172 across 51 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 73.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000921895-25-001528

Period
2025-03-31
Reported value
$2.45B
Holdings
51
Top 10 weight
73.47%
New
2
Sold out
4

Part of the filer group BVF INC/IL

How groups are built

Stakes and trades reported after 2025-03-31

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

  • STOK STOKE THERAPEUTICS INC: 13G 3,608,968 shares, 5.6% of the class, 13G filed 2026-09-30, 0000921895-26-002685Timeline
    Accepted , ingested

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IONSnew+1,913,385$57.7M
AXSMadded+302,157$35.2M
KURAadded+5,186,660$34.2M
PTGXadded+675,000$32.6M
RVMDadded+801,205$28.3M

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

SecurityShares changeApprox. value
AGIOexited-1,073,755-$35.3M
89BIO INCexited-4,333,885-$33.9M
GHRSreduced-1,572,446-$17.3M
ENGNexited-2,106,037-$14M
XOMAreduced-650,717-$13M

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, Q1 2025

Share positions as resolved from 13F-HR 0000921895-25-001528, largest first. % of portfolio is the value over $2,453,567,172, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MLTXMOONLAKE IMMUNOTHERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,751,284 shares; 2024Q4: 19,751,284 shares; 2025Q1: 19,751,284 shares 19,751,284$772M31.45%0Timeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,000 shares; 2024Q4: 1,388,064 shares; 2025Q1: 1,690,221 shares 1,690,221$197M8.03%+302,157Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478,612 shares; 2024Q4: 4,181,179 shares; 2025Q1: 4,982,384 shares 4,982,384$176M7.18%+801,205Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161,801 shares; 2024Q4: 5,161,801 shares; 2025Q1: 5,161,801 shares 5,161,801$141M5.76%0Timeline
MIRMMIRUM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075,907 shares; 2024Q4: 2,796,513 shares; 2025Q1: 2,796,513 shares 2,796,513$126M5.13%0Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850,167 shares; 2024Q4: 1,900,015 shares; 2025Q1: 2,575,015 shares 2,575,015$125M5.08%+675,000Timeline
GHRSGH RESEARCH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400,158 shares; 2024Q4: 10,400,158 shares; 2025Q1: 8,827,712 shares 8,827,712$97.4M3.97%-1,572,446Timeline
XOMAXOMA ROYALTY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633,743 shares; 2024Q4: 3,633,743 shares; 2025Q1: 2,983,026 shares 2,983,026$59.5M2.42%-650,717Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451,879 shares; 2024Q4: not reported; 2025Q1: 1,913,385 shares 1,913,385$57.7M2.35%newTimeline
ZYMEZYMEWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607,935 shares; 2024Q4: 4,308,935 shares; 2025Q1: 4,308,935 shares 4,308,935$51.3M2.09%0Timeline
KURAKURA ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371,761 shares; 2024Q4: 2,567,469 shares; 2025Q1: 7,754,129 shares 7,754,129$51.2M2.09%+5,186,660Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750,683 shares; 2024Q4: 5,750,683 shares; 2025Q1: 5,750,683 shares 5,750,683$43.5M1.77%0Timeline
ACIUAC IMMUNE SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,522,436 shares; 2024Q4: 19,522,436 shares; 2025Q1: 19,822,436 shares 19,822,436$37.1M1.51%+300,000Timeline
TYRATYRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661,194 shares; 2024Q4: 3,944,194 shares; 2025Q1: 3,944,194 shares 3,944,194$36.7M1.5%0Timeline
LKFTLAKEFRONT BIOTHERAPEUTICS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569,422 shares; 2024Q4: 1,569,422 shares; 2025Q1: 1,454,422 shares 1,454,422$36.5M1.49%-115,000Timeline
CELCCELCUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,466,000 shares; 2024Q4: 3,466,000 shares; 2025Q1: 3,466,000 shares 3,466,000$35M1.43%0Timeline
VERVE THERAPEUTICS INCVERVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,000 shares; 2024Q4: 6,904,050 shares; 2025Q1: 6,904,050 shares 6,904,050$31.6M1.29%0
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238,986 shares; 2024Q4: 1,771,417 shares; 2025Q1: 1,771,417 shares 1,771,417$30.7M1.25%0Timeline
XNCRXENCOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,000 shares; 2024Q4: 2,288,760 shares; 2025Q1: 2,740,141 shares 2,740,141$29.2M1.19%+451,381Timeline
GLUEMONTE ROSA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,764,471 shares; 2025Q1: 5,660,132 shares 5,660,132$26.3M1.07%+2,895,661Timeline
SEPNSEPTERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,452,024 shares; 2025Q1: 4,396,124 shares 4,396,124$25.5M1.04%+1,944,100Timeline
ELDNELEDON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293,282 shares; 2024Q4: 6,293,282 shares; 2025Q1: 6,293,282 shares 6,293,282$21.3M0.87%0Timeline
CDTXCIDARA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,065 shares; 2024Q4: 1,092,796 shares; 2025Q1: 924,642 shares 924,642$19.9M0.81%-168,154Timeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,135,893 shares; 2024Q4: 5,715,893 shares; 2025Q1: 5,295,893 shares 5,295,893$19.9M0.81%-420,000Timeline
PVLAPALVELLA THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 696,555 shares; 2025Q1: 696,555 shares 696,555$19.5M0.79%0Timeline
FHTXFOGHORN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,302,000 shares; 2024Q4: 5,302,000 shares; 2025Q1: 5,302,000 shares 5,302,000$19.4M0.79%02026-10-01, 13G/A: 8,507,000 shares, 14.3% of the class, 13G/A filed 2026-10-05 Timeline
ITEOS THERAPEUTICS INCITEOS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,325,000 shares; 2025Q1: 3,075,000 shares 3,075,000$18.4M0.75%+750,000
FDMT4D MOLECULAR THERAPEUTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,382,642 shares; 2024Q4: 2,670,642 shares; 2025Q1: 4,561,289 shares 4,561,289$14.7M0.6%+1,890,647Timeline
ESSA PHARMA INCESSA PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,748,629 shares; 2024Q4: 8,748,629 shares; 2025Q1: 8,748,629 shares 8,748,629$13.8M0.56%0
ANNXANNEXON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000,000 shares; 2024Q4: 7,000,000 shares; 2025Q1: 7,000,000 shares 7,000,000$13.5M0.55%0Timeline
VSTMVERASTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685,219 shares; 2024Q4: 2,100,468 shares; 2025Q1: 2,100,468 shares 2,100,468$12.7M0.52%0Timeline
RAPT THERAPEUTICS INCRAPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,237,556 shares; 2025Q1: 9,237,556 shares 9,237,556$11.3M0.46%0
REPARE THERAPEUTICS INCREPARE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,333,600 shares; 2024Q4: 10,333,600 shares; 2025Q1: 10,333,600 shares 10,333,600$10.2M0.42%0
IMUXIMMUNIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902,972 shares; 2024Q4: 8,902,972 shares; 2025Q1: 8,902,972 shares 8,902,972$9.7M0.4%0Timeline
AVTXAVALO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967,000 shares; 2024Q4: 1,036,679 shares; 2025Q1: 1,036,679 shares 1,036,679$8.3M0.34%0Timeline
THRDTHIRD HARMONIC BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,365,933 shares; 2024Q4: 2,372,933 shares; 2025Q1: 2,372,933 shares 2,372,933$8.23M0.34%0Timeline
VIGIL NEUROSCIENCE INCVIGIL NEUROSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,633 shares; 2024Q4: 1,813,633 shares; 2025Q1: 4,013,633 shares 4,013,633$7.14M0.29%+2,200,000
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989,474 shares; 2024Q4: 2,989,474 shares; 2025Q1: 4,889,474 shares 4,889,474$6.75M0.28%+1,900,000Timeline
MOLNMOLECULAR PARTNERS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,221 shares; 2024Q4: 1,353,968 shares; 2025Q1: 1,353,968 shares 1,353,968$5.51M0.22%0Timeline
IKENA ONCOLOGY INCIKENA ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769,164 shares; 2024Q4: 4,006,564 shares; 2025Q1: 4,006,564 shares 4,006,564$5.13M0.21%0
FBRXFORTE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,282 shares; 2024Q4: 594,282 shares; 2025Q1: 594,282 shares 594,282$4.61M0.19%0Timeline
ALLAKOS INCALLAKOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,552,417 shares; 2024Q4: 16,552,417 shares; 2025Q1: 16,552,417 shares 16,552,417$3.77M0.15%0
CTMXCYTOMX THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228,461 shares; 2024Q4: 5,228,461 shares; 2025Q1: 5,228,461 shares 5,228,461$3.32M0.14%0Timeline
TENXTENAX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,549 shares; 2024Q4: 339,549 shares; 2025Q1: 339,549 shares 339,549$2.22M0.09%0Timeline
IVAINVENTIVA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,040 shares; 2024Q4: 686,040 shares; 2025Q1: 686,040 shares 686,040$2.06M0.08%0Timeline
GLYCOMIMETICS INCGLYCOMIMETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544,262 shares; 2024Q4: 9,544,262 shares; 2025Q1: 9,544,262 shares 9,544,262$2M0.08%0
SABSSAB BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,826 shares; 2024Q4: 917,826 shares; 2025Q1: 917,826 shares 917,826$1.24M0.05%0Timeline
NAMSNEWAMSTERDAM PHARMA COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521,948 shares; 2024Q4: not reported; 2025Q1: 59,065 shares 59,065$1.21M0.05%newTimeline
OVIDOVID THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853,818 shares; 2024Q4: 3,853,818 shares; 2025Q1: 3,853,818 shares 3,853,818$1.2M0.05%0Timeline
ENGNWENGENE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945,402 shares; 2024Q4: 945,402 shares; 2025Q1: 945,402 shares 945,402$605K0.02%0Timeline
NLS PHARMACEUTICS LTDNLS PHARMACEUTICS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,676 shares; 2024Q4: 143,676 shares; 2025Q1: 143,676 shares 143,676$221K0.01%0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AGIOAGIOS PHARMACEUTICALS INC1,073,755$35.3Mshares
89BIO INC89BIO INC4,333,885$33.9Mshares
ENGNENGENE HOLDINGS INC2,106,037$14Mshares
ELEVATION ONCOLOGY INC COMELEVATION ONCOLOGY INC COM2,966,836$1.67Mshares

How Q1 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000921895-25-001528 base2025-05-15acceptance time not in the bulk data set