BI
BVF Inc Portfolio holdings
AUM
$2.97B
1-Year Est. Return
167.08%
This Fund
S&P 500
1 Year Est. Return
+167.08%
AUM
$2.97B
AUM Growth
+$504M
(+20%)
Holding
48
Top Buys
| 1 | +$65.6M | |
| 2 | +$54.9M | |
| 3 | +$40.6M | |
| 4 |
Stoke Therapeutics
STOK
|
+$18.3M |
| 5 |
CBIO
Crescent Biopharma
CBIO
|
+$17.3M |
Top Sells
| 1 | +$170M | |
| 2 | +$135M | |
| 3 | +$61.6M | |
| 4 |
SEPN
Septerna Inc
SEPN
|
+$54.8M |
| 5 |
Revolution Medicines
RVMD
|
+$40.5M |
Sector Composition
| 1 | Healthcare | 99.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kymera Therapeutics
KYMR
$7.31B
| $428M | 14.41% |
5,502,710
|
|
||
|
2
Revolution Medicines
RVMD
$19.7B
| $267M | 9% |
3,356,782
-618,131
|
|
||
3
MoonLake Immunotherapeutics
MLTX
$1.24B
| $260M | 8.76% |
19,751,284
|
|
||
4
Structure Therapeutics
GPCR
$4.45B
| $242M | 8.15% |
3,479,022
+275,105
|
|
||
5
Olema Pharmaceuticals
OLMA
$1.94B
| $132M | 4.46% |
5,295,893
|
|
||
6
Mirum Pharmaceuticals
MIRM
$5.53B
| $118M | 3.98% |
1,495,290
|
|
||
7
GH Research
GHRS
$921M
| $112M | 3.77% |
8,827,712
|
|
||
8
Xencor
XNCR
$912M
| $109M | 3.68% |
7,133,720
+4,393,579
|
|
||
9
Zymeworks
ZYME
$1.76B
| $104M | 3.49% |
3,938,641
|
|
||
|
PVLA
10
Palvella Therapeutics
PVLA
$1.6B
| $92M | 3.1% |
879,009
-282,240
|
|
||
11
Kura Oncology
KURA
$760M
| $89.5M | 3.01% |
8,617,162
|
|
||
|
12
Stoke Therapeutics
STOK
$2.08B
| $71.9M | 2.42% |
2,265,674
+608,578
|
|
||
13
Xoma
XOMA
$316M
| $68.9M | 2.32% |
2,590,303
|
|
||
|
ABVX
14
Abivax
ABVX
$9.59B
| $68.5M | 2.31% |
508,031
-50,000
|
|
||
15
Nektar Therapeutics
NKTR
$1.93B
| $65.9M | 2.22% |
1,559,595
+283,000
|
|
||
16
AC Immune
ACIU
$295M
| $62.2M | 2.1% |
19,822,436
|
|
||
17
Monte Rosa Therapeutics
GLUE
$1.35B
| $60.1M | 2.02% |
3,835,886
-1,824,246
|
|
||
18
Cullinan Oncology
CGEM
$916M
| $59.5M | 2% |
5,750,683
|
|
||
19
Tyra Biosciences
TYRA
$1.78B
| $55.9M | 1.88% |
2,127,665
-1,522,129
|
|
||
20
Disc Medicine
IRON
$2.51B
| $51.6M | 1.74% |
+650,000
|
|
||
21
Immunocore
IMCR
$1.64B
| $50.3M | 1.69% |
1,488,975
-85,313
|
|
||
22
Invivyd
IVVD
$477M
| $48.2M | 1.62% |
+19,525,000
|
|
||
|
SEPN
23
Septerna Inc
SEPN
$1.3B
| $48M | 1.61% |
1,720,782
-2,295,008
|
|
||
24
Annexon
ANNX
$835M
| $45.8M | 1.54% |
9,128,080
+2,128,080
|
|
||
25
Compass Therapeutics
CMPX
$1B
| $41.7M | 1.4% |
7,764,842
+3,014,842
|
|