Bvf Inc
44 holdingsFiling period: 2026-06-30Current AUM: $3.38Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | 2.97M | $555.3M | $552.2M | 16.33% | +108.4K | 2026-06-30 |
| 2 | KYMR | Kymera Therapeutics Inc | 3.87M | $444.0M | $455.2M | 13.46% | -1,630,658 | 2026-06-30 |
| 3 | XOMA | Xoma Royalty Corporation | 7.59M | $322.7M | $322.7M | 9.54% | +5.00M | 2026-06-30 |
| 4 | MLTX | Moonlake Immunotherapeutics | 16.00M | $311.5M | $190.9M | 5.65% | -- | 2026-06-30 |
| 5 | — | GH Research PLC | 8.65M | $232.5M | $232.5M | 6.88% | -- | 2026-06-30 |
| 6 | GPCR | Structure Therapeutics Inc | 3.37M | $180.7M | $72.6M | 2.15% | -92,535 | 2026-06-30 |
| 7 | NKTR | Nektar Therapeutics | 2.39M | $166.9M | $90.8M | 2.68% | -168,520 | 2026-06-30 |
| 8 | MIRM | Mirum Pharmaceuticals Inc | 1.06M | $123.6M | $90.4M | 2.67% | -528,700 | 2026-06-30 |
| 9 | XNCR | Xencor Inc | 7.13M | $114.9M | $213.9M | 6.33% | -- | 2026-06-30 |
| 10 | — | Alkermes PLC | 2.15M | $112.9M | $112.9M | 3.34% | +154.7K | 2026-06-30 |
| 11 | GLUE | Monte Rosa Therapeutics Inc | 4.46M | $108.0M | $47.6M | 1.41% | -- | 2026-06-30 |
| 12 | CGEM | Cullinan Therapeutics Inc | 5.75M | $104.7M | $85.3M | 2.52% | -- | 2026-06-30 |
| 13 | PVLA | Palvella Therapeutics Inc NE | 672.8K | $102.8M | $89.4M | 2.64% | -288,200 | 2026-06-30 |
| 14 | ZYME | Zymeworks Inc | 3.65M | $95.4M | $105.3M | 3.11% | -85,000 | 2026-06-30 |
| 15 | KURA | Kura Oncology Inc | 8.45M | $92.7M | $83.6M | 2.47% | -- | 2026-06-30 |
| 16 | IRON | Disc Medicine Inc | 1.15M | $84.4M | $92.2M | 2.73% | -118,700 | 2026-06-30 |
| 17 | STOK | Stoke Therapeutics Inc | 2.55M | $83.4M | $66.6M | 1.97% | -- | 2026-06-30 |
| 18 | OLMA | Olema Pharmaceuticals Inc | 5.30M | $66.3M | $37.3M | 1.10% | -- | 2026-06-30 |
| 19 | ANNX | Annexon Inc | 8.70M | $49.7M | $32.7M | 0.97% | -- | 2026-06-30 |
| 20 | — | Crescent Biopharma Inc. | 2.75M | $49.5M | $49.5M | 1.46% | -- | 2026-06-30 |
| 21 | — | AC Immune SA | 19.82M | $47.2M | $47.2M | 1.40% | -- | 2026-06-30 |
| 22 | TYRA | Tyra Biosciences Inc | 1.48M | $47.1M | $31.8M | 0.94% | -500,000 | 2026-06-30 |
| 23 | STRO | Sutro Biopharma Inc | 1.25M | $41.6M | $11.1M | 0.33% | -- | 2026-06-30 |
| 24 | IMCR | Immunocore Hldgs PLC | 1.29M | $41.1M | $41.4M | 1.22% | -- | 2026-06-30 |
| 25 | AVTX | Avalo Therapeutics Inc | 2.08M | $38.4M | $14.0M | 0.41% | +442.7K | 2026-06-30 |
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