BI

BVF Inc Portfolio holdings

AUM $2.8B
1-Year Est. Return 17.96%
This Quarter Est. Return
1 Year Est. Return
+17.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.8B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$35.2M
2 +$32.1M
3 +$20.9M
4
KYMR icon
Kymera Therapeutics
KYMR
+$14.9M
5
VSTM icon
Verastem
VSTM
+$5.41M

Top Sells

1 +$36.5M
2 +$31.6M
3 +$18.4M
4
XOMA icon
Xoma
XOMA
+$9.9M
5
THRD
Third Harmonic Bio
THRD
+$8.23M

Sector Composition

1 Healthcare 99.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MLTX icon
1
MoonLake Immunotherapeutics
MLTX
$596M
$932M 33.31%
19,751,284
KYMR icon
2
Kymera Therapeutics
KYMR
$4.32B
$240M 8.58%
5,502,710
+340,909
RVMD icon
3
Revolution Medicines
RVMD
$9.29B
$183M 6.55%
4,982,384
PTGX icon
4
Protagonist Therapeutics
PTGX
$4.71B
$177M 6.34%
3,211,041
+636,026
AXSM icon
5
Axsome Therapeutics
AXSM
$6.24B
$176M 6.3%
1,690,221
MIRM icon
6
Mirum Pharmaceuticals
MIRM
$3.74B
$141M 5.02%
2,761,333
-35,180
GHRS icon
7
GH Research
GHRS
$857M
$108M 3.84%
8,827,712
IONS icon
8
Ionis Pharmaceuticals
IONS
$11.6B
$75.6M 2.7%
1,913,385
XOMA icon
9
Xoma
XOMA
$441M
$65.3M 2.33%
2,590,303
-392,723
ZYME icon
10
Zymeworks
ZYME
$1.4B
$54.1M 1.93%
4,308,935
SEPN
11
Septerna Inc
SEPN
$1.01B
$46.5M 1.66%
4,396,124
CELC icon
12
Celcuity
CELC
$2.23B
$46.3M 1.65%
3,466,000
KURA icon
13
Kura Oncology
KURA
$879M
$44.7M 1.6%
7,754,129
CGEM icon
14
Cullinan Oncology
CGEM
$516M
$43.3M 1.55%
5,750,683
ACIU icon
15
AC Immune
ACIU
$298M
$40.2M 1.44%
19,822,436
CDTX icon
16
Cidara Therapeutics
CDTX
$2.59B
$38.3M 1.37%
786,392
-138,250
TYRA icon
17
Tyra Biosciences
TYRA
$791M
$37.7M 1.35%
3,944,194
GPCR icon
18
Structure Therapeutics
GPCR
$1.59B
$36.7M 1.31%
1,771,417
IMCR icon
19
Immunocore
IMCR
$1.69B
$32.1M 1.15%
+1,024,288
GLUE icon
20
Monte Rosa Therapeutics
GLUE
$637M
$25.5M 0.91%
5,660,132
FHTX icon
21
Foghorn Therapeutics
FHTX
$244M
$24.9M 0.89%
5,302,000
OLMA icon
22
Olema Pharmaceuticals
OLMA
$659M
$22.6M 0.81%
5,295,893
CBIO
23
Crescent Biopharma
CBIO
$207M
$22.4M 0.8%
1,387,863
+1,292,420
XNCR icon
24
Xencor
XNCR
$1.07B
$21.5M 0.77%
2,740,141
FDMT icon
25
4D Molecular Therapeutics
FDMT
$471M
$17.2M 0.61%
4,629,289
+68,000