Bvf Inc/Il Top Holdings and 13F Report (2025)

About Bvf Inc/Il

Investment Activity

Bvf Inc/Il has $2.95 billion in total holdings as of December 31, 2024.
Bvf Inc/Il owns shares of 53 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 9.30% of the portfolio was purchased this quarter.
About 14.32% of the portfolio was sold this quarter.
This quarter, Bvf Inc/Il has purchased 55 new stocks and bought additional shares in 10 stocks.
Bvf Inc/Il sold shares of 13 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

MoonLake Immunotherapeutics: $1,069,532,029
Kymera Therapeutics: $207,659,254
Revolution Medicines: $182,884,769
Axsome Therapeutics: $117,444,095
Mirum Pharmaceuticals: $115,635,813

Largest New Holdings this Quarter

SEPTERNA INC: $56,151,350 Holding
Monte Rosa Therapeutics: $19,185,429 Holding
iTeos Therapeutics: $17,856,000 Holding
RAPT Therapeutics: $14,595,338 Holding
PALVELLA THERAPEUTICS INC NE: $8,358,660 Holding

Largest Purchases this Quarter

SEPTERNA INC: 2,452,024 shares (about $56.15M)
Verve Therapeutics: 6,254,050 shares (about $35.27M)
Xencor: 1,438,760 shares (about $33.06M)
Revolution Medicines: 702,567 shares (about $30.73M)
Axsome Therapeutics: 342,064 shares (about $28.94M)

Largest Sales this Quarter

MoonLake Immunotherapeutics: 2,000,000 shares (about $108.30M)
4D Molecular Therapeutics: 4,712,000 shares (about $26.25M)
TF Financial: 1,993,000 shares (about $20.51M)
Olema Pharmaceuticals: 3,420,000 shares (about $19.94M)
89bio: 2,477,746 shares (about $19.38M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MLTX MoonLake Immunotherapeutics	$1,069,532,029	$108,300,000 ▼	-9.2%	19,751,284	36.2%	Medical
KYMR Kymera Therapeutics	$207,659,254		0.0%	5,161,801	7.0%	Medical
RVMD Revolution Medicines	$182,884,769	$30,730,281 ▲	20.2%	4,181,179	6.2%	Medical
AXSM Axsome Therapeutics	$117,444,095	$28,942,035 ▲	32.7%	1,388,064	4.0%	Medical
MIRM Mirum Pharmaceuticals	$115,635,813	$11,552,942 ▼	-9.1%	2,796,513	3.9%	Medical
XOMA XOMA	$95,494,766		0.0%	3,633,743	3.2%	Medical
PTGX Protagonist Therapeutics	$73,340,579	$1,924,133 ▲	2.7%	1,900,015	2.5%	Medical
GHRS GH Research	$72,801,106		0.0%	10,400,158	2.5%	Medical
CGEM Cullinan Therapeutics	$70,043,319		0.0%	5,750,683	2.4%	Medical
ZYME Zymeworks	$63,082,808	$4,377,360 ▼	-6.5%	4,308,935	2.1%	Medical
SEPTERNA INC	$56,151,350	$56,151,350 ▲	New Holding	2,452,024	1.9%	COM
TYRA Tyra Biosciences	$54,824,297	$9,966,300 ▼	-15.4%	3,944,194	1.9%	Medical
ACIU AC Immune	$52,710,577		0.0%	19,522,436	1.8%	Medical
XNCR Xencor	$52,595,705	$33,062,705 ▲	169.3%	2,288,760	1.8%	Medical
GPCR Structure Therapeutics	$48,040,829	$12,680,471 ▼	-20.9%	1,771,417	1.6%	Medical
CELC Celcuity	$45,369,940		0.0%	3,466,000	1.5%	Medical
GLPG Galapagos	$43,159,105		0.0%	1,569,422	1.5%	Medical
VERV Verve Therapeutics	$38,938,842	$35,272,842 ▲	962.2%	6,904,050	1.3%	Medical
ANNX Annexon	$35,910,000		0.0%	7,000,000	1.2%	Medical
AGIO Agios Pharmaceuticals	$35,283,589	$3,823,327 ▼	-9.8%	1,073,755	1.2%	Medical
ETNB 89bio	$33,890,981	$19,375,974 ▼	-36.4%	4,333,885	1.1%	Medical
OLMA Olema Pharmaceuticals	$33,323,656	$19,938,600 ▼	-37.4%	5,715,893	1.1%	Medical
CIDARA THERAPEUTICS INC	$29,374,356	$10,475,969 ▲	55.4%	1,092,796	1.0%	COM NEW
ELDN Eledon Pharmaceuticals	$25,928,322		0.0%	6,293,282	0.9%	Medical
FHTX Foghorn Therapeutics	$25,025,440		0.0%	5,302,000	0.8%	Medical
THRD TF Financial	$24,417,481	$20,507,970 ▼	-45.6%	2,372,933	0.8%	Medical
KURA Kura Oncology	$22,362,655	$7,005,383 ▼	-23.9%	2,567,469	0.8%	Medical
ALLK Allakos	$20,028,425		0.0%	16,552,417	0.7%	Medical
GLUE Monte Rosa Therapeutics	$19,185,429	$19,185,429 ▲	New Holding	2,764,471	0.7%	Medical
ITOS iTeos Therapeutics	$17,856,000	$17,856,000 ▲	New Holding	2,325,000	0.6%	Medical
EPIX ESSA Pharma	$15,660,046		0.0%	8,748,629	0.5%	Medical
FDMT 4D Molecular Therapeutics	$14,875,476	$26,245,840 ▼	-63.8%	2,670,642	0.5%	Medical
RAPT RAPT Therapeutics	$14,595,338	$14,595,338 ▲	New Holding	9,237,556	0.5%	Medical
ENGENE HOLDINGS INC	$14,005,146	$964,250 ▼	-6.4%	2,106,037	0.5%	COM
RPTX Repare Therapeutics	$13,537,016		0.0%	10,333,600	0.5%	Medical
FORTE BIOSCIENCES INC	$13,496,144	$10,787,250 ▲	398.2%	594,282	0.5%	COM NEW
VSTM Verastem	$10,859,420	$2,146,837 ▲	24.6%	2,100,468	0.4%	Medical
TCRX TScan Therapeutics	$9,088,001		0.0%	2,989,474	0.3%	Medical
IMUX Immunic	$8,902,972		0.0%	8,902,972	0.3%	Medical
PALVELLA THERAPEUTICS INC NE	$8,358,660	$8,358,660 ▲	New Holding	696,555	0.3%	COM
AVALO THERAPEUTICS INC	$7,702,525	$517,715 ▲	7.2%	1,036,679	0.3%	COM NEW
IKNA Ikena Oncology	$6,570,765	$1,250,664 ▼	-16.0%	4,006,564	0.2%	Medical
MOLN Molecular Partners	$6,458,427	$4,344,263 ▲	205.5%	1,353,968	0.2%	Medical
CTMX CytomX Therapeutics	$5,385,315		0.0%	5,228,461	0.2%	Medical
OVID Ovid Therapeutics	$3,598,310		0.0%	3,853,818	0.1%	Medical
SAB BIOTHERAPEUTICS INC	$3,506,095		0.0%	917,826	0.1%	COM NEW
VIGL Vigil Neuroscience	$3,083,176		0.0%	1,813,633	0.1%	Medical
GLYC GlycoMimetics	$2,376,521		0.0%	9,544,262	0.1%	Medical
TENAX THERAPEUTICS INC	$2,101,808		0.0%	339,549	0.1%	COM NEW
ELEV Elevation Oncology	$1,669,142		0.0%	2,966,836	0.1%	Medical
IVA Inventiva	$1,474,986		0.0%	686,040	0.0%	Medical
ENGENE HOLDINGS INC	$803,686		0.0%	945,402	0.0%	*W EXP 10/31/202
NLS PHARMACEUTICS LTD	$303,156		0.0%	143,676	0.0%	COM NEW
IONS Ionis Pharmaceuticals	$0	$58,162,273 ▼	-100.0%	0	0.0%	Medical
IDYA IDEAYA Biosciences	$0	$44,668,578 ▼	-100.0%	0	0.0%	Medical
CG ONCOLOGY INC	$0	$37,526,107 ▼	-100.0%	0	0.0%	COM
NAMS NewAmsterdam Pharma	$0	$25,264,337 ▼	-100.0%	0	0.0%	Medical
VTGN Vistagen Therapeutics	$0	$6,020,000 ▼	-100.0%	0	0.0%	Medical
PIERIS PHARMACEUTICALS INC	$0	$4,312,659 ▼	-100.0%	0	0.0%	COM NEW
MOLECULAR TEMPLATES INC	$0	$733,744 ▼	-100.0%	0	0.0%	COM NEW

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Bvf Inc/Il Top Holdings and 13F Report (2025)

About Bvf Inc/Il

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bvf Inc/Il Top Holdings and 13F Report (2025)

About Bvf Inc/Il

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBvf Inc/Il

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

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