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BVF INC/IL

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13F filer, CIK 1056807, San Francisco, CA

BVF INC/IL reported $3,139,034,854 across 41 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 62.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000921895-26-001382

Period
2026-03-31
Reported value
$3.14B
Holdings
41
Top 10 weight
62.21%
New
4
Sold out
4

Part of the filer group BVF INC/IL

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NKTRadded+1,000,000$71.9M
ALKSnew+2,000,000$70.7M
IRONadded+622,312$39.8M
STROnew+1,251,788$31.2M
AVRnew+3,000,000$16.6M

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
MLTXreduced-3,750,000-$69.9M
ABVXexited-508,031-$68.5M
RVMDreduced-500,000-$48.6M
REPARE THERAPEUTICS INCexited-10,333,600-$26.9M
FDMTreduced-1,750,000-$16.3M

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000921895-26-001382, largest first. % of portfolio is the value over $3,139,034,854, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,161,801 shares; 2024Q4: 5,161,801 shares; 2025Q1: 5,161,801 shares; 2025Q2: 5,502,710 shares; 2025Q3: 5,502,710 shares; 2025Q4: 5,502,710 shares; 2026Q1: 5,502,710 shares 5,502,710$458M14.6%0Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,751,284 shares; 2024Q4: 19,751,284 shares; 2025Q1: 19,751,284 shares; 2025Q2: 19,751,284 shares; 2025Q3: 19,751,284 shares; 2025Q4: 19,751,284 shares; 2026Q1: 16,001,284 shares 16,001,284$298M9.5%-3,750,000Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,478,612 shares; 2024Q4: 4,181,179 shares; 2025Q1: 4,982,384 shares; 2025Q2: 4,982,384 shares; 2025Q3: 3,974,913 shares; 2025Q4: 3,356,782 shares; 2026Q1: 2,856,782 shares 2,856,782$278M8.85%-500,000Timeline
NKTRNEKTAR THERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,276,595 shares; 2025Q4: 1,559,595 shares; 2026Q1: 2,559,595 shares 2,559,595$184M5.87%+1,000,000Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238,986 shares; 2024Q4: 1,771,417 shares; 2025Q1: 1,771,417 shares; 2025Q2: 1,771,417 shares; 2025Q3: 3,203,917 shares; 2025Q4: 3,479,022 shares; 2026Q1: 3,459,358 shares 3,459,358$167M5.31%-19,664Timeline
MIRMMIRUM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,075,907 shares; 2024Q4: 2,796,513 shares; 2025Q1: 2,796,513 shares; 2025Q2: 2,761,333 shares; 2025Q3: 1,495,290 shares; 2025Q4: 1,495,290 shares; 2026Q1: 1,584,727 shares 1,584,727$146M4.66%+89,437Timeline
GHRSGH RESEARCH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400,158 shares; 2024Q4: 10,400,158 shares; 2025Q1: 8,827,712 shares; 2025Q2: 8,827,712 shares; 2025Q3: 8,827,712 shares; 2025Q4: 8,827,712 shares; 2026Q1: 8,650,158 shares 8,650,158$122M3.87%-177,554Timeline
PVLAPALVELLA THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 696,555 shares; 2025Q1: 696,555 shares; 2025Q2: 696,555 shares; 2025Q3: 1,161,249 shares; 2025Q4: 879,009 shares; 2026Q1: 960,989 shares 960,989$120M3.82%+81,980Timeline
ZYMEZYMEWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,607,935 shares; 2024Q4: 4,308,935 shares; 2025Q1: 4,308,935 shares; 2025Q2: 4,308,935 shares; 2025Q3: 3,938,641 shares; 2025Q4: 3,938,641 shares; 2026Q1: 3,734,142 shares 3,734,142$93.5M2.98%-204,499Timeline
XNCRXENCOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850,000 shares; 2024Q4: 2,288,760 shares; 2025Q1: 2,740,141 shares; 2025Q2: 2,740,141 shares; 2025Q3: 2,740,141 shares; 2025Q4: 7,133,720 shares; 2026Q1: 7,133,720 shares 7,133,720$86M2.74%0Timeline
STOKSTOKE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,657,096 shares; 2025Q4: 2,265,674 shares; 2026Q1: 2,547,557 shares 2,547,557$82.9M2.64%+281,8832026-09-23, 13G: 3,608,968 shares, 5.6% of the class, 13G filed 2026-09-30 Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,750,683 shares; 2024Q4: 5,750,683 shares; 2025Q1: 5,750,683 shares; 2025Q2: 5,750,683 shares; 2025Q3: 5,750,683 shares; 2025Q4: 5,750,683 shares; 2026Q1: 5,750,683 shares 5,750,683$81.7M2.6%0Timeline
IRONDISC MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650,000 shares; 2026Q1: 1,272,312 shares 1,272,312$81.4M2.59%+622,312Timeline
XOMAXOMA ROYALTY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633,743 shares; 2024Q4: 3,633,743 shares; 2025Q1: 2,983,026 shares; 2025Q2: 2,590,303 shares; 2025Q3: 2,590,303 shares; 2025Q4: 2,590,303 shares; 2026Q1: 2,590,303 shares 2,590,303$81.3M2.59%0Timeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,135,893 shares; 2024Q4: 5,715,893 shares; 2025Q1: 5,295,893 shares; 2025Q2: 5,295,893 shares; 2025Q3: 5,295,893 shares; 2025Q4: 5,295,893 shares; 2026Q1: 5,295,893 shares 5,295,893$79M2.52%0Timeline
TYRATYRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,661,194 shares; 2024Q4: 3,944,194 shares; 2025Q1: 3,944,194 shares; 2025Q2: 3,944,194 shares; 2025Q3: 3,649,794 shares; 2025Q4: 2,127,665 shares; 2026Q1: 1,976,196 shares 1,976,196$75.7M2.41%-151,469Timeline
GLUEMONTE ROSA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,764,471 shares; 2025Q1: 5,660,132 shares; 2025Q2: 5,660,132 shares; 2025Q3: 5,660,132 shares; 2025Q4: 3,835,886 shares; 2026Q1: 4,460,886 shares 4,460,886$73.4M2.34%+625,000Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000,000 shares 2,000,000$70.7M2.25%newTimeline
KURAKURA ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,371,761 shares; 2024Q4: 2,567,469 shares; 2025Q1: 7,754,129 shares; 2025Q2: 7,754,129 shares; 2025Q3: 8,617,162 shares; 2025Q4: 8,617,162 shares; 2026Q1: 8,445,769 shares 8,445,769$68.7M2.19%-171,393Timeline
ACIUAC IMMUNE SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,522,436 shares; 2024Q4: 19,522,436 shares; 2025Q1: 19,822,436 shares; 2025Q2: 19,822,436 shares; 2025Q3: 19,822,436 shares; 2025Q4: 19,822,436 shares; 2026Q1: 19,822,436 shares 19,822,436$54.5M1.74%0Timeline
CBIOCRESCENT BIOPHARMA INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,387,863 shares; 2025Q3: 1,387,863 shares; 2025Q4: 2,748,763 shares; 2026Q1: 2,748,763 shares 2,748,763$50.5M1.61%0Timeline
ANNXANNEXON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000,000 shares; 2024Q4: 7,000,000 shares; 2025Q1: 7,000,000 shares; 2025Q2: 7,000,000 shares; 2025Q3: 7,000,000 shares; 2025Q4: 9,128,080 shares; 2026Q1: 8,698,173 shares 8,698,173$48.2M1.54%-429,907Timeline
CMPXCOMPASS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,750,000 shares; 2025Q4: 7,764,842 shares; 2026Q1: 7,764,842 shares 7,764,842$41.1M1.31%0Timeline
IMCRIMMUNOCORE HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024,288 shares; 2025Q3: 1,574,288 shares; 2025Q4: 1,488,975 shares; 2026Q1: 1,294,463 shares 1,294,463$39M1.24%-194,512Timeline
SEPNSEPTERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,452,024 shares; 2025Q1: 4,396,124 shares; 2025Q2: 4,396,124 shares; 2025Q3: 4,015,790 shares; 2025Q4: 1,720,782 shares; 2026Q1: 1,353,249 shares 1,353,249$32.5M1.04%-367,533Timeline
STROSUTRO BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251,788 shares 1,251,788$31.2M0.99%newTimeline
FHTXFOGHORN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,302,000 shares; 2024Q4: 5,302,000 shares; 2025Q1: 5,302,000 shares; 2025Q2: 5,302,000 shares; 2025Q3: 5,302,000 shares; 2025Q4: 5,302,000 shares; 2026Q1: 5,842,000 shares 5,842,000$27.9M0.89%+540,0002026-10-01, 13G/A: 8,507,000 shares, 14.3% of the class, 13G/A filed 2026-10-05 Timeline
FDMT4D MOLECULAR THERAPEUTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,382,642 shares; 2024Q4: 2,670,642 shares; 2025Q1: 4,561,289 shares; 2025Q2: 4,629,289 shares; 2025Q3: 4,629,289 shares; 2025Q4: 4,629,289 shares; 2026Q1: 2,879,289 shares 2,879,289$26.8M0.85%-1,750,000Timeline
IVVDINVIVYD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,525,000 shares; 2026Q1: 19,525,000 shares 19,525,000$25.4M0.81%0Timeline
AVTXAVALO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967,000 shares; 2024Q4: 1,036,679 shares; 2025Q1: 1,036,679 shares; 2025Q2: 1,028,049 shares; 2025Q3: 1,355,256 shares; 2025Q4: 1,355,257 shares; 2026Q1: 1,632,845 shares 1,632,845$24.4M0.78%+277,588Timeline
ELDNELEDON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,293,282 shares; 2024Q4: 6,293,282 shares; 2025Q1: 6,293,282 shares; 2025Q2: 6,293,282 shares; 2025Q3: 6,293,282 shares; 2025Q4: 6,293,282 shares; 2026Q1: 6,293,282 shares 6,293,282$19.4M0.62%0Timeline
AVRANTERIS TECHNOLOGIES GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000,000 shares 3,000,000$16.6M0.53%newTimeline
XFORX4 PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,233,742 shares; 2025Q4: 2,233,742 shares; 2026Q1: 2,233,742 shares 2,233,742$9.23M0.29%0Timeline
IMUXIMMUNIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,902,972 shares; 2024Q4: 8,902,972 shares; 2025Q1: 8,902,972 shares; 2025Q2: 7,652,972 shares; 2025Q3: 7,652,972 shares; 2025Q4: 7,652,972 shares; 2026Q1: 7,652,972 shares 7,652,972$8.49M0.27%0Timeline
OKURONKURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,978,972 shares 1,978,972$8.19M0.26%newTimeline
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,989,474 shares; 2024Q4: 2,989,474 shares; 2025Q1: 4,889,474 shares; 2025Q2: 5,226,074 shares; 2025Q3: 5,226,074 shares; 2025Q4: 5,226,074 shares; 2026Q1: 5,564,290 shares 5,564,290$5.62M0.18%+338,216Timeline
IMAIMAGENEBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 802,102 shares; 2025Q4: 802,102 shares; 2026Q1: 1,110,002 shares 1,110,002$5.55M0.18%+307,900Timeline
TENXTENAX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,549 shares; 2024Q4: 339,549 shares; 2025Q1: 339,549 shares; 2025Q2: 339,549 shares; 2025Q3: 339,549 shares; 2025Q4: 339,549 shares; 2026Q1: 339,549 shares 339,549$5.43M0.17%0Timeline
MOLNMOLECULAR PARTNERS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,221 shares; 2024Q4: 1,353,968 shares; 2025Q1: 1,353,968 shares; 2025Q2: 1,353,968 shares; 2025Q3: 1,353,968 shares; 2025Q4: 1,353,968 shares; 2026Q1: 1,353,968 shares 1,353,968$5.36M0.17%0Timeline
IVAINVENTIVA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,040 shares; 2024Q4: 686,040 shares; 2025Q1: 686,040 shares; 2025Q2: 686,040 shares; 2025Q3: 686,040 shares; 2025Q4: 686,040 shares; 2026Q1: 686,040 shares 686,040$3.81M0.12%0Timeline
ENGNWENGENE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945,402 shares; 2024Q4: 945,402 shares; 2025Q1: 945,402 shares; 2025Q2: 945,402 shares; 2025Q3: 945,402 shares; 2025Q4: 945,402 shares; 2026Q1: 945,402 shares 945,402$2.49M0.08%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ABVXABIVAX SA508,031$68.5Mshares
REPARE THERAPEUTICS INCREPARE THERAPEUTICS INC10,333,600$26.9Mshares
PEPGPEPGEN INC1,915,000$12.5Mshares
AXSMAXSOME THERAPEUTICS INC.45,757$8.36Mshares

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000921895-26-001382 base2026-05-15acceptance time not in the bulk data set