BI
BVF Inc Portfolio holdings
AUM
$3.14B
1-Year Est. Return
249.53%
This Fund
S&P 500
1 Year Est. Return
+249.53%
AUM
$3.14B
AUM Growth
+$168M
(+5.7%)
Holding
45
Top Buys
| 1 | +$62M | |
| 2 | +$56.9M | |
| 3 | +$43.2M | |
| 4 |
Sutro Biopharma
STRO
|
+$22.6M |
| 5 |
AVR
Anteris Technologies
AVR
|
+$17.2M |
Top Sells
| 1 | +$68.5M | |
| 2 | +$62.1M | |
| 3 | +$50.5M | |
| 4 |
RPTX
Repare Therapeutics
RPTX
|
+$26.9M |
| 5 |
4D Molecular Therapeutics
FDMT
|
+$15.2M |
Sector Composition
| 1 | Healthcare | 99.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kymera Therapeutics
KYMR
$6.7B
| $458M | 14.6% |
5,502,710
|
|
||
2
MoonLake Immunotherapeutics
MLTX
$1.41B
| $298M | 9.5% |
16,001,284
-3,750,000
|
|
||
3
Revolution Medicines
RVMD
$33.5B
| $278M | 8.85% |
2,856,782
-500,000
|
|
||
4
Nektar Therapeutics
NKTR
$2.19B
| $184M | 5.87% |
2,559,595
+1,000,000
|
|
||
5
Structure Therapeutics
GPCR
$2.8B
| $167M | 5.31% |
3,459,358
-19,664
|
|
||
6
Mirum Pharmaceuticals
MIRM
$6.19B
| $146M | 4.66% |
1,584,727
+89,437
|
|
||
7
GH Research
GHRS
$1.65B
| $122M | 3.87% |
8,650,158
-177,554
|
|
||
|
PVLA
8
Palvella Therapeutics
PVLA
$1.7B
| $120M | 3.82% |
960,989
+81,980
|
|
||
9
Zymeworks
ZYME
$1.85B
| $93.5M | 2.98% |
3,734,142
-204,499
|
|
||
10
Xencor
XNCR
$881M
| $86M | 2.74% |
7,133,720
|
|
||
11
Stoke Therapeutics
STOK
$1.93B
| $82.9M | 2.64% |
2,547,557
+281,883
|
|
||
12
Cullinan Oncology
CGEM
$1.01B
| $81.7M | 2.6% |
5,750,683
|
|
||
13
Disc Medicine
IRON
$2.66B
| $81.4M | 2.59% |
1,272,312
+622,312
|
|
||
14
Xoma
XOMA
$523M
| $81.3M | 2.59% |
2,590,303
|
|
||
15
Olema Pharmaceuticals
OLMA
$1.15B
| $79M | 2.52% |
5,295,893
|
|
||
16
Tyra Biosciences
TYRA
$1.99B
| $75.7M | 2.41% |
1,976,196
-151,469
|
|
||
17
Monte Rosa Therapeutics
GLUE
$1.67B
| $73.4M | 2.34% |
4,460,886
+625,000
|
|
||
18
Alkermes
ALKS
$7.03B
| $70.7M | 2.25% |
+2,000,000
|
|
||
19
Kura Oncology
KURA
$905M
| $68.7M | 2.19% |
8,445,769
-171,393
|
|
||
20
AC Immune
ACIU
$271M
| $54.5M | 1.74% |
19,822,436
|
|
||
|
CBIO
21
Crescent Biopharma
CBIO
$569M
| $50.5M | 1.61% |
2,748,763
|
|
||
22
Annexon
ANNX
$888M
| $48.2M | 1.54% |
8,698,173
-429,907
|
|
||
23
Compass Therapeutics
CMPX
$429M
| $41.1M | 1.31% |
7,764,842
|
|
||
24
Immunocore
IMCR
$1.47B
| $39M | 1.24% |
1,294,463
-194,512
|
|
||
|
SEPN
25
Septerna Inc
SEPN
$1.36B
| $32.5M | 1.04% |
1,353,249
-367,533
|
|