Skip to content
Disclosery

Vivo Capital, LLC

Follow

13F filer, CIK 1674712, Palo Alto, CA

Vivo Capital, LLC reported $1,095,100,823 across 47 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 52.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-26-089935

Period
2026-06-30
Reported value
$1.1B
Holdings
47
Top 10 weight
52.4%
New
7
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TENXadded+2,291,667$33.3M
AVBPadded+796,181$27.7M
ABVXadded+175,360$23.4M
ACHVnew+2,751,032$18M
EDITnew+3,555,250$11.5M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ERASreduced-8,024,068-$147M
TERNexited-1,334,418-$70.4M
TNGXreduced-775,011-$24.2M
PRAXreduced-67,779-$22.7M
MANEexited-300,000-$18.9M

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 0001213900-26-089935, largest first. % of portfolio is the value over $1,095,100,823, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TRVITREVI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612,903 shares; 2024Q4: 3,487,903 shares; 2025Q1: 3,487,903 shares; 2025Q2: 4,487,903 shares; 2025Q3: 5,094,668 shares; 2025Q4: 5,094,668 shares; 2026Q1: 5,094,668 shares; 2026Q2: 5,094,668 shares 5,094,668$95M8.68%0Timeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,600 shares; 2025Q3: 198,895 shares; 2025Q4: 328,895 shares; 2026Q1: 338,895 shares; 2026Q2: 271,116 shares 271,116$90.8M8.29%-67,779Timeline
ERASERASCA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,756,756 shares; 2024Q4: 6,756,756 shares; 2025Q1: 6,756,756 shares; 2025Q2: 6,756,756 shares; 2025Q3: 9,273,428 shares; 2025Q4: 9,273,428 shares; 2026Q1: 12,151,480 shares; 2026Q2: 4,127,412 shares 4,127,412$75.6M6.9%-8,024,068Timeline
AVBPARRIVENT 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: 885,916 shares; 2026Q2: 1,682,097 shares 1,682,097$58.4M5.34%+796,181Timeline
ABVXABIVAX SAQuarterly 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: 359,305 shares; 2025Q4: 359,305 shares; 2026Q1: 239,539 shares; 2026Q2: 414,899 shares 414,899$55.3M5.05%+175,360Timeline
TNGXTANGO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600,000 shares; 2025Q3: 776,699 shares; 2025Q4: 2,154,780 shares; 2026Q1: 2,154,780 shares; 2026Q2: 1,379,769 shares 1,379,769$43.1M3.94%-775,011Timeline
CRVSCORVUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,497,268 shares; 2024Q4: 2,234,566 shares; 2025Q1: 2,234,566 shares; 2025Q2: 2,234,566 shares; 2025Q3: 2,234,566 shares; 2025Q4: 2,234,566 shares; 2026Q1: 2,805,816 shares; 2026Q2: 2,805,816 shares 2,805,816$41.9M3.83%0Timeline
DRUGBRIGHT MINDS BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 251,572 shares; 2025Q1: 251,572 shares; 2025Q2: 251,572 shares; 2025Q3: 501,617 shares; 2025Q4: 501,617 shares; 2026Q1: 557,172 shares; 2026Q2: 557,172 shares 557,172$39.1M3.57%0Timeline
SVASINOVAC BIOTECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,800,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,903,000 shares; 2025Q3: 5,903,000 shares; 2025Q4: 5,903,000 shares; 2026Q1: 5,903,000 shares; 2026Q2: 5,903,000 shares 5,903,000$38.2M3.49%0Timeline
TENXTENAX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,333 shares; 2024Q4: 208,333 shares; 2025Q1: 208,333 shares; 2025Q2: 208,333 shares; 2025Q3: 208,333 shares; 2025Q4: 208,333 shares; 2026Q1: 208,333 shares; 2026Q2: 2,500,000 shares 2,500,000$36.4M3.32%+2,291,667Timeline
ACRSACLARIS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,888,888 shares; 2025Q1: 8,888,888 shares; 2025Q2: 8,888,888 shares; 2025Q3: 8,888,888 shares; 2025Q4: 8,888,888 shares; 2026Q1: 6,666,666 shares; 2026Q2: 6,694,637 shares 6,694,637$35.4M3.23%+27,971Timeline
DYNDYNE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114,960 shares; 2024Q4: 1,114,960 shares; 2025Q1: 1,114,960 shares; 2025Q2: 1,114,960 shares; 2025Q3: 2,614,960 shares; 2025Q4: 2,614,960 shares; 2026Q1: 1,557,466 shares; 2026Q2: 1,557,466 shares 1,557,466$34.6M3.16%0Timeline
DNTHDIANTHUS 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: 353,998 shares; 2025Q4: 353,998 shares; 2026Q1: 353,998 shares; 2026Q2: 353,998 shares 353,998$34.5M3.15%0Timeline
ANROALTO NEUROSCIENCE 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: 1,035,551 shares; 2026Q1: 1,035,551 shares; 2026Q2: 1,208,858 shares 1,208,858$31.9M2.91%+173,307Timeline
DBVTDBV TECHNOLOGIES S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,020 shares; 2025Q1: not reported; 2025Q2: 1,054,506 shares; 2025Q3: 1,054,506 shares; 2025Q4: 2,461,626 shares; 2026Q1: 2,667,569 shares; 2026Q2: 1,844,758 shares 1,844,758$30.3M2.76%-822,811Timeline
SABSSAB BIOTHERAPEUTICS 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: 11,420,000 shares; 2025Q4: 11,420,000 shares; 2026Q1: 11,420,000 shares; 2026Q2: 7,299,909 shares 7,299,909$28.5M2.6%-4,120,091Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICSQuarterly 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: 1,000,000 shares; 2026Q1: 1,000,000 shares; 2026Q2: 1,400,000 shares 1,400,000$27.3M2.49%+400,000Timeline
LBRXLB 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: 800,000 shares; 2025Q4: 800,000 shares; 2026Q1: 800,000 shares; 2026Q2: 800,000 shares 800,000$26M2.37%0Timeline
NERVMINERVA NEUROSCIENCES 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: 4,322,747 shares; 2026Q1: 4,322,747 shares; 2026Q2: 4,322,747 shares 4,322,747$24M2.19%0Timeline
DSGNDESIGN 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: 1,612,903 shares; 2026Q1: 1,612,903 shares; 2026Q2: 1,612,903 shares 1,612,903$23.3M2.13%0Timeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277,818 shares; 2024Q4: 1,277,818 shares; 2025Q1: 2,080,450 shares; 2025Q2: 3,126,604 shares; 2025Q3: 3,126,604 shares; 2025Q4: 2,118,384 shares; 2026Q1: 1,848,786 shares; 2026Q2: 1,848,786 shares 1,848,786$20M1.83%0Timeline
CAMPCAMP4 THERAPEUTICS CORPQuarterly 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: 3,921,568 shares; 2025Q4: 4,246,568 shares; 2026Q1: 4,246,568 shares; 2026Q2: 4,246,568 shares 4,246,568$18.6M1.69%0Timeline
FTHFAETH 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: 722,020 shares; 2026Q2: 722,020 shares 722,020$18.1M1.65%0Timeline
ACHVACHIEVE LIFE SCIENCE 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: 2,751,032 shares 2,751,032$18M1.64%newTimeline
CMPXCOMPASS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556,023 shares; 2024Q4: 3,556,023 shares; 2025Q1: 3,556,023 shares; 2025Q2: 6,043,466 shares; 2025Q3: 9,545,466 shares; 2025Q4: 9,545,466 shares; 2026Q1: 9,545,466 shares; 2026Q2: 7,757,060 shares 7,757,060$17M1.55%-1,788,406Timeline
ANTXAN2 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: 3,153,640 shares; 2026Q2: 3,153,640 shares 3,153,640$15.3M1.39%0Timeline
EDITEDITAS 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: not reported; 2026Q1: not reported; 2026Q2: 3,555,250 shares 3,555,250$11.5M1.05%newTimeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,225,292 shares; 2024Q4: 27,225,292 shares; 2025Q1: 27,225,292 shares; 2025Q2: 27,225,292 shares; 2025Q3: 27,225,292 shares; 2025Q4: 27,225,292 shares; 2026Q1: 8,671,797 shares; 2026Q2: 8,671,797 shares 8,671,797$11.1M1.01%0Timeline
ODTXODYSSEY 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: 575,000 shares 575,000$10.8M0.98%newTimeline
EPRXEUPRAXIA 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: 1,350,000 shares; 2025Q4: 1,350,000 shares; 2026Q1: 1,350,000 shares; 2026Q2: 1,350,000 shares 1,350,000$8.92M0.81%0Timeline
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: 1,927,710 shares; 2026Q2: 1,927,710 shares 1,927,710$8.79M0.8%0Timeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505,862 shares; 2024Q4: 1,505,862 shares; 2025Q1: 1,505,862 shares; 2025Q2: 1,505,862 shares; 2025Q3: 1,505,862 shares; 2025Q4: 671,843 shares; 2026Q1: 671,843 shares; 2026Q2: 671,843 shares 671,843$8.4M0.77%0Timeline
MNPRMONOPAR 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: 90,500 shares; 2025Q4: 90,500 shares; 2026Q1: 90,500 shares; 2026Q2: 90,500 shares 90,500$8.38M0.77%0Timeline
AURAAURA 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: 1,166,667 shares 1,166,667$8.28M0.76%newTimeline
SRZNSURROZEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260,000 shares; 2025Q2: 260,000 shares; 2025Q3: 260,000 shares; 2025Q4: 260,000 shares; 2026Q1: 260,000 shares; 2026Q2: 260,000 shares 260,000$6.75M0.62%0Timeline
ALXOALX ONCOLOGY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,034,522 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,184,713 shares; 2026Q2: 3,184,713 shares 3,184,713$6.59M0.6%0Timeline
MSLESATELLOS BIOSCIENCE 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: 813,666 shares; 2026Q2: 813,666 shares 813,666$6.33M0.58%0Timeline
AVTXAVALO 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: 275,000 shares 275,000$5.08M0.46%newTimeline
PEPGPEPGEN 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: 2,325,000 shares; 2025Q4: 2,325,000 shares; 2026Q1: 2,325,000 shares; 2026Q2: 2,325,000 shares 2,325,000$4.18M0.38%0Timeline
VALNVALNEVA SEQuarterly 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: 763,199 shares 763,199$3.99M0.36%newTimeline
SERASERA PROGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650,440 shares; 2024Q4: 1,650,440 shares; 2025Q1: 1,650,440 shares; 2025Q2: 1,650,440 shares; 2025Q3: 1,650,440 shares; 2025Q4: 1,650,440 shares; 2026Q1: 1,650,440 shares; 2026Q2: 1,650,440 shares 1,650,440$3M0.27%0Timeline
UNCYUNICYCIVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137,015 shares; 2025Q3: 1,789,916 shares; 2025Q4: 1,789,916 shares; 2026Q1: 1,789,916 shares; 2026Q2: 550,000 shares 550,000$2.58M0.24%-1,239,916Timeline
TILINSTIL BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624,339 shares; 2024Q4: 585,485 shares; 2025Q1: 585,485 shares; 2025Q2: 292,743 shares; 2025Q3: 292,743 shares; 2025Q4: 292,743 shares; 2026Q1: 292,743 shares; 2026Q2: 292,743 shares 292,743$2.25M0.21%0Timeline
INMINMED 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798,377 shares 798,377$1.24M0.11%newTimeline
BOLTBOLT BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176,064 shares; 2025Q3: 176,064 shares; 2025Q4: 72,414 shares; 2026Q1: 72,414 shares; 2026Q2: 72,414 shares 72,414$279K0.03%0Timeline
KTTAPASITHEA THERAPEUTICS CORPQuarterly 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: 2,100,000 shares; 2026Q1: 2,100,000 shares; 2026Q2: 465,471 shares 465,471$240K0.02%-1,634,529Timeline
DTILPRECISION BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,675 shares; 2024Q4: 4,675 shares; 2025Q1: 4,675 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares; 2026Q1: 4,675 shares; 2026Q2: 4,675 shares 4,675$36.7K<0.01%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
TERNTERNS PHARMACEUTICALS INC1,334,418$70.4Mshares
MANEVERADERMICS INC300,000$18.9Mshares
COGTCOGENT BIOSCIENCES INC422,300$16.3Mshares
SLNOSOLENO THERAPEUTICS INC294,909$9.87Mshares
VRDNVIRIDIAN THERAPEUTICS INC166,288$3.25Mshares
CMPSCOMPASS PATHWAYS PLC200,000$1.11Mshares

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 0001213900-26-089935 base2026-08-14acceptance time not in the bulk data set