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Bvf INC Il

Portfolio Manager
Bvf INC Il
Performance
+6.06% (2026 Q1)
AUM (13F)
$3.14B
# of Holdings
41
Performance Rank
Allocation (Top 20)
86.07%

Bvf INC Il Holdings Map

Top 41 Bvf INC Il Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
KYMR
KYMERA THERAPEUTICS INC
14.6%5.50M$458.3M
+0.00%(+0)
2025-Q1: 5.16M shares2025-Q2: 5.50M shares2025-Q3: 5.50M shares2025-Q4: 5.50M shares2026-Q1: 5.50M shares
$33.88(+235.06%)
2026-03-31
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
9.5%16.00M$298.3M
-18.99%(-3.75M)
2025-Q1: 19.75M shares2025-Q2: 19.75M shares2025-Q3: 19.75M shares2025-Q4: 19.75M shares2026-Q1: 16.00M shares
$7.63(+148.52%)
2026-03-31
RVMD
REVOLUTION MEDICINES INC
8.85%2.86M$277.8M
-14.90%(-500.00K)
2025-Q1: 4.98M shares2025-Q2: 4.98M shares2025-Q3: 3.97M shares2025-Q4: 3.36M shares2026-Q1: 2.86M shares
$30.56(+519.17%)
2026-03-31
NKTR
NEKTAR THERAPEUTICS
5.87%2.56M$184.2M
+64.12%(+1.00M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.28M shares2025-Q4: 1.56M shares2026-Q1: 2.56M shares
$48.43(+46.69%)
2026-03-31
GPCR
STRUCTURE THERAPEUTICS INC
5.31%3.46M$166.7M
-0.57%(-19.66K)
2025-Q1: 1.77M shares2025-Q2: 1.77M shares2025-Q3: 3.20M shares2025-Q4: 3.48M shares2026-Q1: 3.46M shares
$31.93(+67.42%)
2026-03-31
MIRM
MIRUM PHARMACEUTICALS INC
4.66%1.58M$146.4M
+5.98%(+89.44K)
2025-Q1: 2.80M shares2025-Q2: 2.76M shares2025-Q3: 1.50M shares2025-Q4: 1.50M shares2026-Q1: 1.58M shares
$31.95(+293.09%)
2026-03-31
GHRS
GH RESEARCH PLC
3.87%8.65M$121.6M
-2.01%(-177.55K)
2025-Q1: 8.83M shares2025-Q2: 8.83M shares2025-Q3: 8.83M shares2025-Q4: 8.83M shares2026-Q1: 8.65M shares
$20.24(+33.47%)
2026-03-31
PVLA
PALVELLA THERAPEUTICS INC NE
3.82%961.0K$119.8M
+9.33%(+81.98K)
2025-Q1: 696.6K shares2025-Q2: 696.6K shares2025-Q3: 1.16M shares2025-Q4: 879.0K shares2026-Q1: 961.0K shares
$33.22(+341.78%)
2026-03-31
ZYME
ZYMEWORKS INC
2.98%3.73M$93.5M
-5.19%(-204.50K)
2025-Q1: 4.31M shares2025-Q2: 4.31M shares2025-Q3: 3.94M shares2025-Q4: 3.94M shares2026-Q1: 3.73M shares
$7.01(+275.59%)
2026-03-31
XNCR
XENCOR INC
2.74%7.13M$86.0M
+0.00%(+0)
2025-Q1: 2.74M shares2025-Q2: 2.74M shares2025-Q3: 2.74M shares2025-Q4: 7.13M shares2026-Q1: 7.13M shares
$16.06(-6.61%)
2026-03-31

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