Skip to content
Disclosery

BVF INC/IL

Follow

13F 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

Part of the filer group BVF INC/IL

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,965,160 shares 2,965,160$555M14.2%+108,378Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,872,052 shares 3,872,052$444M11.35%-1,630,658Timeline
XOMAXOMA ROYALTY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,593,303 shares 7,593,303$323M8.25%+5,003,000Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,001,284 shares 16,001,284$312M7.97%0Timeline
GHRSGH RESEARCH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,650,158 shares 8,650,158$233M5.95%0Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,366,823 shares 3,366,823$181M4.62%-92,535Timeline
NKTRNEKTAR THERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,391,075 shares 2,391,075$167M4.27%-168,520Timeline
MIRMMIRUM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,056,027 shares 1,056,027$124M3.16%-528,700Timeline
XNCRXENCOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,133,720 shares 7,133,720$115M2.94%0Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000,000 shares; 2026Q2: 2,154,704 shares 2,154,704$113M2.89%+154,704Timeline
GLUEMONTE ROSA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,460,886 shares 4,460,886$108M2.76%0Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,750,683 shares 5,750,683$105M2.68%0Timeline
PVLAPALVELLA THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 672,789 shares 672,789$103M2.63%-288,200Timeline
ZYMEZYMEWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,649,142 shares 3,649,142$95.4M2.44%-85,000Timeline
KURAKURA ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,445,769 shares 8,445,769$92.7M2.37%0Timeline
IRONDISC MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650,000 shares; 2026Q1: 1,272,312 shares; 2026Q2: 1,153,612 shares 1,153,612$84.4M2.16%-118,700Timeline
STOKSTOKE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,547,557 shares 2,547,557$83.4M2.13%02026-09-23, 13G: 3,608,968 shares, 5.6% of the class, 13G filed 2026-09-30 Timeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,295,893 shares 5,295,893$66.3M1.69%0Timeline
ANNXANNEXON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,698,173 shares 8,698,173$49.7M1.27%0Timeline
CBIOCRESCENT BIOPHARMA INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,748,763 shares 2,748,763$49.5M1.27%0Timeline
ACIUAC IMMUNE SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,822,436 shares 19,822,436$47.2M1.21%0Timeline
TYRATYRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,476,196 shares 1,476,196$47.1M1.21%-500,000Timeline
STROSUTRO BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251,788 shares; 2026Q2: 1,251,788 shares 1,251,788$41.6M1.06%0Timeline
IMCRIMMUNOCORE HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,294,463 shares 1,294,463$41.1M1.05%0Timeline
AVTXAVALO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,075,545 shares 2,075,545$38.4M0.98%+442,700Timeline
FDMT4D MOLECULAR THERAPEUTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,879,289 shares 2,879,289$38.3M0.98%0Timeline
QTTBQ32 BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,350,000 shares 2,350,000$29.9M0.77%newTimeline
AVRANTERIS TECHNOLOGIES GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000,000 shares; 2026Q2: 3,000,000 shares 3,000,000$29.6M0.76%0Timeline
FHTXFOGHORN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,842,000 shares 5,842,000$28.5M0.73%02026-10-01, 13G/A: 8,507,000 shares, 14.3% of the class, 13G/A filed 2026-10-05 Timeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,361,674 shares 2,361,674$27.4M0.7%newTimeline
ELDNELEDON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,293,282 shares 6,293,282$24.8M0.63%0Timeline
IVVDINVIVYD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,165,000 shares 28,165,000$24.6M0.63%+8,640,000Timeline
SGMTSAGIMET BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500,000 shares 2,500,000$19.3M0.49%newTimeline
OKURONKURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,978,972 shares; 2026Q2: 3,235,778 shares 3,235,778$14.8M0.38%+1,256,806Timeline
IMUXIMMUNIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 765,295 shares 765,295$11.8M0.3%newTimeline
XFORX4 PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,233,742 shares 2,233,742$10.4M0.27%0Timeline
IMAIMAGENEBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,110,002 shares 1,110,002$6.55M0.17%0Timeline
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,564,290 shares 5,564,290$5.45M0.14%0Timeline
RACCRESEARCH ALLIANCE CORP IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500,000 shares 500,000$5.35M0.14%newTimeline
MOLNMOLECULAR PARTNERS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,353,968 shares 1,353,968$5.15M0.13%0Timeline
TENXTENAX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 339,549 shares 339,549$4.94M0.13%0Timeline
ENTXENTERA BIO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425,000 shares 2,425,000$4.29M0.11%newTimeline
IVAINVENTIVA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 686,040 shares 686,040$2.59M0.07%0Timeline
ENGNWENGENE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 945,402 shares 945,402$274K0.01%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
CMPXCOMPASS THERAPEUTICS INC7,764,842$41.1Mshares
SEPNSEPTERNA INC1,353,249$32.5Mshares
IMUXIMMUNIC INC7,652,972$8.49Mshares
ENGNWENGENE HOLDINGS INC945,402$2.49Mshares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000921895-26-002163 base2026-08-14acceptance time not in the bulk data set