BVF Inc
13F holdings for Q2 2026 · San Francisco, CA · filed August 14, 2026
BVF Inc reported $3.5B in 13F securities across 42 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were RVMD (15.7%), KYMR (12.5%), MLTX (8.8%). Reported value rose 14.8% from the quarter before. It opened 7 new positions, added to 5, trimmed 8 and sold out of 5.
- 13F value Q2 2026
- $3.5B
- Holdings
- 42
- Change vs prior quarter
- +14.8%
- Rank by 13F value
- #1,137
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| RVMD Revolution Medicines Inc. | $555M | 15.7% | 2,965,160 | +3.8% | Added |
| KYMR Kymera Therapeutics Inc. | $444M | 12.5% | 3,872,052 | -29.6% | Trimmed |
| MLTX MoonLake Immunotherapeutics | $312M | 8.8% | 16,001,284 | 0% | Unchanged |
| GH Research PLC Ordinary Shares | $233M | 6.6% | 8,650,158 | 0% | Unchanged |
| GPCR Structure Therapeutics Inc. | $181M | 5.1% | 3,366,823 | -2.7% | Trimmed |
| NKTR Nektar Therapeutics | $167M | 4.7% | 2,391,075 | -6.6% | Trimmed |
| MIRM Mirum Pharmaceuticals Inc. | $124M | 3.5% | 1,056,027 | -33.4% | Trimmed |
| XNCR Xencor Inc. | $115M | 3.2% | 7,133,720 | 0% | Unchanged |
| Alkermes PLC | $113M | 3.2% | 2,154,704 | +7.7% | Added |
| GLUE Monte Rosa Therapeutics Inc. | $108M | 3.0% | 4,460,886 | 0% | Unchanged |
| CGEM Cullinan Therapeutics Inc. | $105M | 3.0% | 5,750,683 | 0% | Unchanged |
| PVLA Palvella Therapeutics Inc. | $103M | 2.9% | 672,789 | -30.0% | Trimmed |
| ZYME Zymeworks Inc. | $95.4M | 2.7% | 3,649,142 | -2.3% | Trimmed |
| KURA Kura Oncology Inc. | $92.7M | 2.6% | 8,445,769 | 0% | Unchanged |
| IRON Disc Medicine Inc. | $84.4M | 2.4% | 1,153,612 | -9.3% | Trimmed |
| STOK Stoke Therapeutics Inc. | $83.4M | 2.4% | 2,547,557 | 0% | Unchanged |
| OLMA Olema Pharmaceuticals Inc. | $66.3M | 1.9% | 5,295,893 | 0% | Unchanged |
| ANNX Annexon Inc. | $49.7M | 1.4% | 8,698,173 | 0% | Unchanged |
| Crescent Biopharma Inc | $49.5M | 1.4% | 2,748,763 | 0% | Unchanged |
| TYRA Tyra Biosciences Inc. | $47.1M | 1.3% | 1,476,196 | -25.3% | Trimmed |
| STRO Sutro Biopharma Inc. | $41.6M | 1.2% | 1,251,788 | 0% | Unchanged |
| IMCR Immunocore Holdings plc | $41.1M | 1.2% | 1,294,463 | 0% | Unchanged |
| AVTX Avalo Therapeutics Inc. | $38.4M | 1.1% | 2,075,545 | +27.1% | Added |
| FDMT 4D Molecular Therapeutics Inc. | $38.3M | 1.1% | 2,879,289 | 0% | Unchanged |
| QTTB Q32 Bio Inc. | $29.9M | 0.8% | 2,350,000 | New | New |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $3.5B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- QTTB Q32 Bio Inc. New+$29.9M
- ABSI Absci Corporation New+$27.4M
- RVMD Revolution Medicines Inc. Added+$20.3M
- SGMT Sagimet Biosciences Inc. New+$19.3M
- IMUX Immunic Inc. New+$11.8M
- AVTX Avalo Therapeutics Inc. Added+$8.2M
- Alkermes PLC Added+$8.1M
- IVVD Invivyd Inc. Added+$7.5M
- OKUR OnKure Therapeutics Inc. Added+$5.7M
- Research Alliance Corp Iii Ord Shs Cl A New+$5.3M
Biggest sells in Q2 2026
- KYMR Kymera Therapeutics Inc. Trimmed-$187M
- Xoma Royalty Corporation Sold out-$81.3M
- MIRM Mirum Pharmaceuticals Inc. Trimmed-$61.9M
- PVLA Palvella Therapeutics Inc. Trimmed-$44.0M
- CMPX Compass Therapeutics Inc. Sold out-$41.1M
- SEPN Septerna Inc. Sold out-$32.5M
- TYRA Tyra Biosciences Inc. Trimmed-$16.0M
- NKTR Nektar Therapeutics Trimmed-$11.8M
- IRON Disc Medicine Inc. Trimmed-$8.7M
- Immunic Inc Sold out-$8.5M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 7 new, 5 added, 8 trimmed, 5 sold out.
Sector mix
- Health Care88.6%
- Not listed with us11.4%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| AVR Anteris Technologies Global Corp. | $29.6M | 0.8% | 3,000,000 | 0% | Unchanged |
| FHTX Foghorn Therapeutics Inc. | $28.5M | 0.8% | 5,842,000 | 0% | Unchanged |
| ABSI Absci Corporation | $27.4M | 0.8% | 2,361,674 | New | New |
| ELDN Eledon Pharmaceuticals Inc. | $24.8M | 0.7% | 6,293,282 | 0% | Unchanged |
| IVVD Invivyd Inc. | $24.6M | 0.7% | 28,165,000 | +44.3% | Added |
| SGMT Sagimet Biosciences Inc. | $19.3M | 0.5% | 2,500,000 | New | New |
| OKUR OnKure Therapeutics Inc. | $14.8M | 0.4% | 3,235,778 | +63.5% | Added |
| IMUX Immunic Inc. | $11.8M | 0.3% | 765,295 | New | New |
| XFOR X4 Pharmaceuticals Inc. | $10.4M | 0.3% | 2,233,742 | 0% | Unchanged |
| IMA ImageneBio Inc. | $6.5M | 0.2% | 1,110,002 | 0% | Unchanged |
| TCRX TScan Therapeutics Inc. | $5.5M | 0.2% | 5,564,290 | 0% | Unchanged |
| Research Alliance Corp Iii Ord Shs Cl A | $5.3M | 0.2% | 500,000 | New | New |
| MOLN Molecular Partners AG | $5.1M | 0.1% | 1,353,968 | 0% | Unchanged |
| TENX Tenax Therapeutics Inc. | $4.9M | 0.1% | 339,549 | 0% | Unchanged |
| Entera Bio LTD | $4.3M | 0.1% | 2,425,000 | New | New |
| IVA Inventiva S.A. | $2.6M | 0.1% | 686,040 | 0% | Unchanged |
| Engene Therapeutics Inc W Exp 10/31/202 | $274K | 0.0% | 945,402 | New | New |
Questions about BVF Inc
- What does BVF Inc own?
- In its Form 13F for Q2 2026, BVF Inc reported 42 holdings worth $3.5B. The five largest were RVMD, KYMR, MLTX, GH Research PLC Ordinary Shares, GPCR.
- What did BVF Inc buy and sell in Q2 2026?
- BVF Inc opened 7 new positions, added to 5, trimmed 8 and sold out of 5 compared with the quarter before.
- When did BVF Inc file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by BVF Inc (SEC CIK 0001056807) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds