BVF INC/IL
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NEKTAR THERAPEUTICS(NKTR) | 1,559,595 | 2,559,595 | +1,000,000 | 65,939,677 | 184,162,860 | 5.87% | +118,223,183 |
| ALKERMES PLC(ALKS) | 0 | 2,000,000 | +2,000,000 | 0 | 70,720,000 | 2.25% | +70,720,000 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 19,751,284 | 16,001,284 | -3,750,000 | 260,321,923 | 298,263,934 | 9.50% | +37,942,011 |
| SUTRO BIOPHARMA INC | 0 | 1,251,788 | +1,251,788 | 0 | 31,182,039 | 0.99% | +31,182,039 |
| KYMERA THERAPEUTICS INC(KYMR) | 5,502,710 | 5,502,710 | 0 | 428,165,865 | 458,320,716 | 14.60% | +30,154,851 |
| DISC MEDICINE INC(IRON) | 650,000 | 1,272,312 | +622,312 | 51,616,500 | 81,351,629 | 2.59% | +29,735,129 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 1,495,290 | 1,584,727 | +89,437 | 118,112,957 | 146,397,080 | 4.66% | +28,284,123 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 879,009 | 960,989 | +81,980 | 92,005,872 | 119,787,279 | 3.82% | +27,781,407 |
| CULLINAN THERAPEUTICS INC(CGEM) | 5,750,683 | 5,750,683 | 0 | 59,519,569 | 81,717,205 | 2.60% | +22,197,636 |
| TYRA BIOSCIENCES INC(TYRA) | 2,127,665 | 1,976,196 | -151,469 | 55,936,313 | 75,688,307 | 2.41% | +19,751,994 |
| CRESCENT BIOPHARMA INC. | 2,748,763 | 2,748,763 | 0 | 32,600,329 | 50,494,776 | 1.61% | +17,894,447 |
| ANTERIS TECHNOLOGIES GLOBAL | 0 | 3,000,000 | +3,000,000 | 0 | 16,650,000 | 0.53% | +16,650,000 |
| MONTE ROSA THERAPEUTICS INC(GLUE) | 3,835,886 | 4,460,886 | +625,000 | 60,146,692 | 73,381,575 | 2.34% | +13,234,883 |
| XOMA ROYALTY CORPORATION | 2,590,303 | 2,590,303 | 0 | 68,876,157 | 81,257,805 | 2.59% | +12,381,648 |
| STOKE THERAPEUTICS INC(STOK) | 2,265,674 | 2,547,557 | +281,883 | 71,912,493 | 82,948,456 | 2.64% | +11,035,963 |
| REVOLUTION MEDICINES INC(RVMD) | 3,356,782 | 2,856,782 | -500,000 | 267,367,686 | 277,822,050 | 8.85% | +10,454,364 |
| ELEDON PHARMACEUTICALS INC | 6,293,282 | 6,293,282 | 0 | 9,502,856 | 19,383,309 | 0.62% | +9,880,453 |
| GH RESEARCH PLC(GHRS) | 8,827,712 | 8,650,158 | -177,554 | 112,111,942 | 121,621,221 | 3.87% | +9,509,279 |
| ONKURE THERAPEUTICS INC | 0 | 1,978,972 | +1,978,972 | 0 | 8,192,944 | 0.26% | +8,192,944 |
| IMMUNIC INC | 7,652,972 | 7,652,972 | 0 | 4,084,391 | 8,494,799 | 0.27% | +4,410,408 |
| ANNEXON INC(ANNX) | 9,128,080 | 8,698,173 | -429,907 | 45,822,962 | 48,187,878 | 1.54% | +2,364,916 |
| TENAX THERAPEUTICS INC | 339,549 | 339,549 | 0 | 4,139,102 | 5,429,389 | 0.17% | +1,290,287 |
| INVENTIVA SA(IVA) | 686,040 | 686,040 | 0 | 3,190,086 | 3,807,522 | 0.12% | +617,436 |
| TSCAN THERAPEUTICS INC | 5,226,074 | 5,564,290 | +338,216 | 5,226,074 | 5,619,933 | 0.18% | +393,859 |
| X4 PHARMACEUTICALS INC | 2,233,742 | 2,233,742 | 0 | 8,934,968 | 9,225,354 | 0.29% | +290,386 |
| ENGENE HOLDINGS INC *W EXP 10/31/202 | 945,402 | 945,402 | 0 | 2,401,321 | 2,486,407 | 0.08% | +85,086 |
| IMAGENEBIO INC | 802,102 | 1,110,002 | +307,900 | 5,534,504 | 5,550,010 | 0.18% | +15,506 |
| AVALO THERAPEUTICS INC(AVTX) | 1,355,257 | 1,632,845 | +277,588 | 24,611,467 | 24,378,376 | 0.78% | -233,091 |
| MOLECULAR PARTNERS AG | 1,353,968 | 1,353,968 | 0 | 5,822,062 | 5,361,713 | 0.17% | -460,349 |
| COMPASS THERAPEUTICS INC | 7,764,842 | 7,764,842 | 0 | 41,697,202 | 41,076,014 | 1.31% | -621,188 |
| FOGHORN THERAPEUTICS INC | 5,302,000 | 5,842,000 | +540,000 | 28,630,800 | 27,924,760 | 0.89% | -706,040 |
| AC IMMUNE SA | 19,822,436 | 19,822,436 | 0 | 62,242,449 | 54,511,699 | 1.74% | -7,730,750 |
| 4D MOLECULAR THERAPEUTICS IN | 4,629,289 | 2,879,289 | -1,750,000 | 34,719,668 | 26,806,181 | 0.85% | -7,913,487 |
| AXSOME THERAPEUTICS INC(AXSM) | 45,757 | 0 | -45,757 | 8,357,058 | 0 | — | -8,357,058 |
| ZYMEWORKS INC(ZYME) | 3,938,641 | 3,734,142 | -204,499 | 103,704,418 | 93,502,916 | 2.98% | -10,201,502 |
| IMMUNOCORE HLDGS PLC(IMCR) | 1,488,975 | 1,294,463 | -194,512 | 50,293,922 | 39,028,059 | 1.24% | -11,265,863 |
| PEPGEN INC | 1,915,000 | 0 | -1,915,000 | 12,466,650 | 0 | — | -12,466,650 |
| SEPTERNA INC(SEPN) | 1,720,782 | 1,353,249 | -367,533 | 47,975,402 | 32,518,573 | 1.04% | -15,456,829 |
| KURA ONCOLOGY INC(KURA) | 8,617,162 | 8,445,769 | -171,393 | 89,532,313 | 68,664,102 | 2.19% | -20,868,211 |
| INVIVYD INC | 19,525,000 | 19,525,000 | 0 | 48,226,750 | 25,382,500 | 0.81% | -22,844,250 |
| XENCOR INC(XNCR) | 7,133,720 | 7,133,720 | 0 | 109,217,253 | 86,032,663 | 2.74% | -23,184,590 |
| REPARE THERAPEUTICS INC | 10,333,600 | 0 | -10,333,600 | 26,867,360 | 0 | — | -26,867,360 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 5,295,893 | 5,295,893 | 0 | 132,397,325 | 78,961,765 | 2.52% | -53,435,560 |
| ABIVAX SA(ABVX) | 508,031 | 0 | -508,031 | 68,510,521 | 0 | — | -68,510,521 |
| STRUCTURE THERAPEUTICS INC | 3,479,022 | 3,459,358 | -19,664 | 241,965,980 | 166,741,056 | 5.31% | -75,224,924 |