BVF Inc’s Kymera Therapeutics KYMR Stock Holding History

BVF Inc’s Portfolio KYMR Stock Details KYMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$444M	Sell	3,872,052 -1,630,658	-30%	-$140M	11.35%	2
2026 Q1	$458M	Hold	5,502,710	–	–	14.6%	1
2025 Q4	$428M	Hold	5,502,710	–	–	14.41%	1
2025 Q3	$311M	Hold	5,502,710	–	–	12.63%	1
2025 Q2	$240M	Buy	5,502,710 +340,909	+7%	+$11.7M	8.58%	2
2025 Q1	$141M	Hold	5,161,801	–	–	5.76%	4
2024 Q4	$208M	Hold	5,161,801	–	–	7.04%	2
2024 Q3	$244M	Hold	5,161,801	–	–	7.15%	2
2024 Q2	$154M	Hold	5,161,801	–	–	4.32%	3
2024 Q1	$208M	Hold	5,161,801	–	–	5.7%	2
2023 Q4	$131M	Buy	5,161,801 +422,797	+9%	+$7.56M	3.29%	5
2023 Q3	$65.9M	Hold	4,739,004	–	–	1.78%	14
2023 Q2	$109M	Hold	4,739,004	–	–	3.04%	7
2023 Q1	$140M	Buy	4,739,004 +46,400	+1%	+$1.5M	5.13%	2
2022 Q4	$117M	Hold	4,692,604	–	–	4.94%	4
2022 Q3	$102M	Buy	4,692,604 +553,846	+13%	+$14.6M	4.22%	4
2022 Q2	$81.5M	Buy	4,138,758 +552,100	+15%	+$12.9M	3.94%	7
2022 Q1	$152M	Buy	3,586,658 +406,000	+13%	+$17.1M	6.07%	2
2021 Q4	$202M	Hold	3,180,658	–	–	7.33%	2
2021 Q3	$187M	Buy	3,180,658 +550,000	+21%	+$31.9M	7.29%	2
2021 Q2	$128M	Hold	2,630,658	–	–	4.78%	6
2021 Q1	$102M	Hold	2,630,658	–	–	3.83%	8
2020 Q4	$163M	Hold	2,630,658	–	–	6.42%	3
2020 Q3	$85M	Buy	+2,630,658	New	+$80.3M	4.63%	4

Other funds holding KYMR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BVF Inc's KYMR Position: Q2 2026 in Review

BVF Inc reduced its Kymera Therapeutics (KYMR) stake by 30% in Q2 2026, selling an estimated $140M and leaving 3,872,052 shares worth $444M. The position accounts for 11.35% of the portfolio, ranked #2.

BVF Inc first reported a position in KYMR in Q3 2020 and has held it in 24 quarters since. The position peaked at $458M in Q1 2026. 275 funds tracked by Wall St. Rank hold KYMR as of Q2 2026.

BVF Inc held 3,872,052 shares of Kymera Therapeutics worth $444M as of Q2 2026.
BVF Inc sold 1,630,658 Kymera Therapeutics shares in Q2 2026, an estimated $140M.
Kymera Therapeutics made up 11.35% of BVF Inc's portfolio in Q2 2026, its #2 holding.
BVF Inc first reported a position in Kymera Therapeutics in Q3 2020 and has held it in 24 quarters since.
BVF Inc's Kymera Therapeutics position peaked at $458M in Q1 2026.
275 funds tracked by Wall St. Rank held Kymera Therapeutics as of Q2 2026.

Based on BVF Inc's 13F filing for Q2 2026, filed 14 Aug 2026.