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
$2.47B
AUM Growth
-$332M
(-12%)
Holding
50
Top Buys
| 1 | +$42.3M | |
| 2 | +$40.1M | |
| 3 | +$34.2M | |
| 4 |
Structure Therapeutics
GPCR
|
+$28.5M |
| 5 |
Stoke Therapeutics
STOK
|
+$28.4M |
Top Sells
| 1 | +$136M | |
| 2 | +$112M | |
| 3 | +$80.5M | |
| 4 |
Ionis Pharmaceuticals
IONS
|
+$75.6M |
| 5 |
Revolution Medicines
RVMD
|
+$39.4M |
Sector Composition
| 1 | Healthcare | 99.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kymera Therapeutics
KYMR
$7.31B
| $311M | 12.63% |
5,502,710
|
|
||
|
2
Revolution Medicines
RVMD
$19.7B
| $186M | 7.52% |
3,974,913
-1,007,471
|
|
||
3
Protagonist Therapeutics
PTGX
$5.76B
| $170M | 6.9% |
2,560,916
-650,125
|
|
||
4
MoonLake Immunotherapeutics
MLTX
$1.24B
| $142M | 5.74% |
19,751,284
|
|
||
|
CDTX
5
DELISTED
Cidara Therapeutics
CDTX
| $135M | 5.49% |
1,414,165
+627,773
|
|
||
6
GH Research
GHRS
$921M
| $126M | 5.12% |
8,827,712
|
|
||
7
Mirum Pharmaceuticals
MIRM
$5.53B
| $110M | 4.44% |
1,495,290
-1,266,043
|
|
||
8
Xoma
XOMA
$316M
| $99.8M | 4.05% |
2,590,303
|
|
||
|
9
Structure Therapeutics
GPCR
$4.45B
| $89.7M | 3.64% |
3,203,917
+1,432,500
|
|
||
10
Kura Oncology
KURA
$760M
| $76.3M | 3.09% |
8,617,162
+863,033
|
|
||
|
SEPN
11
Septerna Inc
SEPN
$1.3B
| $75.5M | 3.06% |
4,015,790
-380,334
|
|
||
|
PVLA
12
Palvella Therapeutics
PVLA
$1.6B
| $72.8M | 2.95% |
1,161,249
+464,694
|
|
||
13
Nektar Therapeutics
NKTR
$1.93B
| $72.6M | 2.94% |
+1,276,595
|
|
||
14
Zymeworks
ZYME
$1.76B
| $67.3M | 2.73% |
3,938,641
-370,294
|
|
||
15
Axsome Therapeutics
AXSM
$8.38B
| $59.1M | 2.4% |
486,757
-1,203,464
|
|
||
16
AC Immune
ACIU
$295M
| $57.3M | 2.32% |
19,822,436
|
|
||
17
Immunocore
IMCR
$1.64B
| $57.2M | 2.32% |
1,574,288
+550,000
|
|
||
18
Olema Pharmaceuticals
OLMA
$1.94B
| $51.8M | 2.1% |
5,295,893
|
|
||
19
Tyra Biosciences
TYRA
$1.78B
| $51.1M | 2.07% |
3,649,794
-294,400
|
|
||
|
ABVX
20
Abivax
ABVX
$9.59B
| $47.4M | 1.92% |
+558,031
|
|
||
21
Monte Rosa Therapeutics
GLUE
$1.35B
| $41.9M | 1.7% |
5,660,132
|
|
||
22
4D Molecular Therapeutics
FDMT
$493M
| $40.2M | 1.63% |
4,629,289
|
|
||
|
23
Stoke Therapeutics
STOK
$2.08B
| $38.9M | 1.58% |
+1,657,096
|
|
||
24
Cullinan Oncology
CGEM
$916M
| $34.1M | 1.38% |
5,750,683
|
|
||
25
Celcuity
CELC
$5.17B
| $32.5M | 1.32% |
658,421
-2,807,579
|
|