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BI
BVF Inc Portfolio holdings
AUM
$3.14B
1-Year Est. Return
249.53%
This Fund
S&P 500
This Quarter
Est. Return
+19.15%
1 Year Est. Return
+249.53%
3 Year Est. Return
+690.11%
5 Year Est. Return
+1,011.36%
10 Year Est. Return
+22,702.25%
AUM
$2.8B
AUM Growth
+$346M
(+14%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
76.91%
Holding
52
New
1
Increased
6
Reduced
7
Closed
8
Top Buys
| 1 |
Immunocore
IMCR
|
+$31.8M |
| 2 |
Protagonist Therapeutics
PTGX
|
+$30.5M |
| 3 |
CBIO
Crescent Biopharma
CBIO
|
+$27.3M |
| 4 |
Kymera Therapeutics
KYMR
|
+$11.7M |
| 5 |
Verastem
VSTM
|
+$8.17M |
Top Sells
| 1 |
LKFT
Lakefront Biotherapeutics American Depositary Shares
LKFT
|
+$36.5M |
| 2 |
VERV
Verve Therapeutics
VERV
|
+$31.6M |
| 3 |
ITOS
iTeos Therapeutics
ITOS
|
+$18.4M |
| 4 |
Xoma
XOMA
|
+$9.41M |
| 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 | |
|---|---|---|---|---|---|---|
1
MoonLake Immunotherapeutics
MLTX
$1.67B
| $932M | 33.31% |
19,751,284
| – | – |
|
|
2
Kymera Therapeutics
KYMR
$9.39B
| $240M | 8.58% |
5,502,710
+340,909
| +7% | +$11.7M |
|
3
Revolution Medicines
RVMD
$39.2B
| $183M | 6.55% |
4,982,384
| – | – |
|
|
4
Protagonist Therapeutics
PTGX
$8.71B
| $177M | 6.34% |
3,211,041
+636,026
| +25% | +$30.5M |
|
5
Axsome Therapeutics
AXSM
$12.2B
| $176M | 6.3% |
1,690,221
| – | – |
|
6
Mirum Pharmaceuticals
MIRM
$7.38B
| $141M | 5.02% |
2,761,333
-35,180
| -1% | -$1.57M |
|
7
GH Research
GHRS
$1.85B
| $108M | 3.84% |
8,827,712
| – | – |
|
8
Ionis Pharmaceuticals
IONS
$9.04B
| $75.6M | 2.7% |
1,913,385
| – | – |
|
|
9
Xoma
XOMA
| $65.3M | 2.33% |
2,590,303
-392,723
| -13% | -$9.41M |
|
10
Zymeworks
ZYME
$1.81B
| $54.1M | 1.93% |
4,308,935
| – | – |
|
|
SEPN
11
Septerna Inc
SEPN
$1.54B
| $46.5M | 1.66% |
4,396,124
| – | – |
|
12
Celcuity
CELC
$4.46B
| $46.3M | 1.65% |
3,466,000
| – | – |
|
13
Kura Oncology
KURA
$1.01B
| $44.7M | 1.6% |
7,754,129
| – | – |
|
14
Cullinan Oncology
CGEM
$1.1B
| $43.3M | 1.55% |
5,750,683
| – | – |
|
15
AC Immune
ACIU
$240M
| $40.2M | 1.44% |
19,822,436
| – | – |
|
|
CDTX
16
DELISTED
Cidara Therapeutics
CDTX
| $38.3M | 1.37% |
786,392
-138,250
| -15% | -$3.32M |
|
17
Tyra Biosciences
TYRA
$1.93B
| $37.7M | 1.35% |
3,944,194
| – | – |
|
18
Structure Therapeutics
GPCR
$3.53B
| $36.7M | 1.31% |
1,771,417
| – | – |
|
|
19
Immunocore
IMCR
$1.76B
| $32.1M | 1.15% |
+1,024,288
| New | +$31.8M |
|
20
Monte Rosa Therapeutics
GLUE
$1.98B
| $25.5M | 0.91% |
5,660,132
| – | – |
|
21
Foghorn Therapeutics
FHTX
$320M
| $24.9M | 0.89% |
5,302,000
| – | – |
|
22
Olema Pharmaceuticals
OLMA
$1.03B
| $22.6M | 0.81% |
5,295,893
| – | – |
|
|
CBIO
23
Crescent Biopharma
CBIO
$432M
| $22.4M | 0.8% |
1,387,863
+1,292,420
| +1,354% | +$27.3M |
|
24
Xencor
XNCR
$1.11B
| $21.5M | 0.77% |
2,740,141
| – | – |
|
25
4D Molecular Therapeutics
FDMT
$611M
| $17.2M | 0.61% |
4,629,289
+68,000
| +1% | +$239K |
|
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