StockDriftsStockDriftsTop 41 Bvf INC Il Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 14.2% | 2.97M | $555.3M | +3.79%(+108.38K) | $34.56(+521.02%) | 2026-06-30 | |
| KYMR | KYMERA THERAPEUTICS INC | 11.35% | 3.87M | $444.0M | -29.63%(-1.63M) | $33.88(+246.51%) | 2026-06-30 | |
| XOMA | XOMA ROYALTY CORPORATION | 8.25% | 7.59M | $322.7M | +193.14%(+5.00M) | $29.28(+37.19%) | 2026-06-30 | |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 7.97% | 16.00M | $311.5M | +0.00%(+0) | $7.63(+116.79%) | 2026-06-30 | |
| GHRS | GH RESEARCH PLC | 5.95% | 8.65M | $232.5M | +0.00%(+0) | $20.24(+45.73%) | 2026-06-30 | |
| GPCR | STRUCTURE THERAPEUTICS INC | 4.62% | 3.37M | $180.7M | -2.67%(-92.53K) | $31.93(+70.02%) | 2026-06-30 | |
| NKTR | NEKTAR THERAPEUTICS | 4.27% | 2.39M | $166.9M | -6.58%(-168.52K) | $48.43(+52.51%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 3.16% | 1.06M | $123.6M | -33.36%(-528.70K) | $31.95(+215.00%) | 2026-06-30 | |
| XNCR | XENCOR INC | 2.94% | 7.13M | $114.9M | +0.00%(+0) | $16.06(+45.32%) | 2026-06-30 | |
| ALKS | ALKERMES PLC | 2.89% | 2.15M | $112.9M | +7.74%(+154.70K) | $32.36(+51.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.36% | +83.21% | +14.76% | +99.04% |
| Top 20 Holdings Unweighted | +40.34% | +176.39% | +23.01% | +181.59% |
Bvf INC Il reports $3.91B in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are RVMD (14.2%), KYMR (11.3%) and XOMA (8.3%). The top 20 holdings account for 87% of reported assets. Its disclosed equity book has returned +83.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bvf INC Il’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1056807). View Bvf INC Il’s 13F filings on SEC