StockDriftsStockDriftsTop 46 Vivo Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TRVI | Trevi Therapeutics Inc | 8.68% | 5.09M | $95.0M | +0.00%(+0) | $4.42(+305.10%) | 2026-06-30 | |
| PRAX | Praxis Precision Medicines | 8.29% | 271.1K | $90.8M | -20.00%(-67.78K) | $100.14(+280.70%) | 2026-06-30 | |
| ERAS | Erasca Inc | 6.9% | 4.13M | $75.6M | -66.03%(-8.02M) | $3.94(+352.98%) | 2026-06-30 | |
| AVBP | Arrivent BioPharma Inc | 5.34% | 1.68M | $58.4M | +89.87%(+796.18K) | $24.57(+22.74%) | 2026-06-30 | |
| ABVX | Abivax SA - ADR | 5.05% | 414.9K | $55.3M | +73.21%(+175.36K) | $76.33(+63.44%) | 2026-06-30 | |
| TNGX | Tango Therapeutics Inc | 3.94% | 1.38M | $43.1M | -35.97%(-775.01K) | $6.99(+266.89%) | 2026-06-30 | |
| CRVS | Corvus Pharmaceuticals Inc | 3.83% | 2.81M | $41.9M | +0.00%(+0) | $5.56(+172.82%) | 2026-06-30 | |
| DRUG | Bright Minds Biosciences Inc | 3.57% | 557.2K | $39.1M | +0.00%(+0) | $35.39(+120.37%) | 2026-06-30 | |
| SVA | Sinovac Biotech Ltd. | 3.49% | 5.90M | $38.2M | +0.00%(+0) | $7.04(-8.16%) | 2026-06-30 | |
| TENX | Tenax Therapeutics Inc | 3.32% | 2.50M | $36.4M | +1100.00%(+2.29M) | $13.36(-86.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.34% | +92.23% | -3.80% | -17.59% |
| Top 20 Holdings Unweighted | +37.76% | +161.43% | +7.68% | +44.78% |
Vivo Capital LLC reports $1.10B in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are TRVI (8.7%), PRAX (8.3%) and ERAS (6.9%). The top 20 holdings account for 79.4% of reported assets. Its disclosed equity book has returned +92.23% 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 Vivo Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1674712). View Vivo Capital LLC’s 13F filings on SEC