BVF INC/IL
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| STRUCTURE THERAPEUTICS INC | 3,203,917 | 3,479,022 | +275,105 | 89,709,676 | 241,965,980 | +152,256,304 |
| MOONLAKE IMMUNOTHERAPEUTICS | 19,751,284 | 19,751,284 | 0 | 141,616,706 | 260,321,923 | +118,705,217 |
| KYMERA THERAPEUTICS INC | 5,502,710 | 5,502,710 | 0 | 311,453,386 | 428,165,865 | +116,712,479 |
| REVOLUTION MEDICINES INC | 3,974,913 | 3,356,782 | -618,131 | 185,628,437 | 267,367,686 | +81,739,249 |
| OLEMA PHARMACEUTICALS INC | 5,295,893 | 5,295,893 | 0 | 51,846,792 | 132,397,325 | +80,550,533 |
| XENCOR INC | 2,740,141 | 7,133,720 | +4,393,579 | 32,141,854 | 109,217,253 | +77,075,399 |
| DISC MEDICINE INC | 0 | 650,000 | +650,000 | 0 | 51,616,500 | +51,616,500 |
| INVIVYD INC | 0 | 19,525,000 | +19,525,000 | 0 | 48,226,750 | +48,226,750 |
| ZYMEWORKS INC | 3,938,641 | 3,938,641 | 0 | 67,271,988 | 103,704,418 | +36,432,430 |
| STOKE THERAPEUTICS INC | 1,657,096 | 2,265,674 | +608,578 | 38,941,756 | 71,912,493 | +32,970,737 |
| CULLINAN THERAPEUTICS INC | 5,750,683 | 5,750,683 | 0 | 34,101,550 | 59,519,569 | +25,418,019 |
| COMPASS THERAPEUTICS INC | 4,750,000 | 7,764,842 | +3,014,842 | 16,625,000 | 41,697,202 | +25,072,202 |
| ANNEXON INC | 7,000,000 | 9,128,080 | +2,128,080 | 21,350,000 | 45,822,962 | +24,472,962 |
| ABIVAX SA | 558,031 | 508,031 | -50,000 | 47,376,832 | 68,510,521 | +21,133,689 |
| PALVELLA THERAPEUTICS INC NE | 1,161,249 | 879,009 | -282,240 | 72,798,700 | 92,005,872 | +19,207,172 |
| MONTE ROSA THERAPEUTICS INC | 5,660,132 | 3,835,886 | -1,824,246 | 41,941,578 | 60,146,692 | +18,205,114 |
| CRESCENT BIOPHARMA INC. | 1,387,863 | 2,748,763 | +1,360,900 | 16,501,691 | 32,600,329 | +16,098,638 |
| KURA ONCOLOGY INC | 8,617,162 | 8,617,162 | 0 | 76,261,884 | 89,532,313 | +13,270,429 |
| REPARE THERAPEUTICS INC | 10,333,600 | 10,333,600 | 0 | 18,187,136 | 26,867,360 | +8,680,224 |
| MIRUM PHARMACEUTICALS INC | 1,495,290 | 1,495,290 | 0 | 109,619,710 | 118,112,957 | +8,493,247 |
| AVALO THERAPEUTICS INC | 1,355,256 | 1,355,257 | +1 | 17,225,304 | 24,611,467 | +7,386,163 |
| AC IMMUNE SA | 19,822,436 | 19,822,436 | 0 | 57,286,840 | 62,242,449 | +4,955,609 |
| TYRA BIOSCIENCES INC | 3,649,794 | 2,127,665 | -1,522,129 | 51,060,618 | 55,936,313 | +4,875,695 |
| PEPGEN INC | 1,915,000 | 1,915,000 | 0 | 8,847,300 | 12,466,650 | +3,619,350 |
| FOGHORN THERAPEUTICS INC | 5,302,000 | 5,302,000 | 0 | 25,926,780 | 28,630,800 | +2,704,020 |
| ENGENE HOLDINGS INC | 945,402 | 945,402 | 0 | 680,689 | 2,401,321 | +1,720,632 |
| TENAX THERAPEUTICS INC | 339,549 | 339,549 | 0 | 2,583,968 | 4,139,102 | +1,555,134 |
| X4 PHARMACEUTICALS INC | 2,233,742 | 2,233,742 | 0 | 7,639,398 | 8,934,968 | +1,295,570 |
| MOLECULAR PARTNERS AG | 1,353,968 | 1,353,968 | 0 | 5,023,221 | 5,822,062 | +798,841 |
| INVENTIVA SA | 686,040 | 686,040 | 0 | 3,972,172 | 3,190,086 | -782,086 |
| IMAGENEBIO INC | 802,102 | 802,102 | 0 | 6,537,131 | 5,534,504 | -1,002,627 |
| IMMUNIC INC | 7,652,972 | 7,652,972 | 0 | 6,746,860 | 4,084,391 | -2,662,469 |
| TSCAN THERAPEUTICS INC | 5,226,074 | 5,226,074 | 0 | 9,511,455 | 5,226,074 | -4,285,381 |
| 4D MOLECULAR THERAPEUTICS IN | 4,629,289 | 4,629,289 | 0 | 40,228,521 | 34,719,668 | -5,508,853 |
| NEKTAR THERAPEUTICS | 1,276,595 | 1,559,595 | +283,000 | 72,638,256 | 65,939,677 | -6,698,579 |
| ELEDON PHARMACEUTICALS INC | 6,293,282 | 6,293,282 | 0 | 16,299,600 | 9,502,856 | -6,796,744 |
| IMMUNOCORE HLDGS PLC | 1,574,288 | 1,488,975 | -85,313 | 57,193,883 | 50,293,922 | -6,899,961 |
| GH RESEARCH PLC | 8,827,712 | 8,827,712 | 0 | 126,236,282 | 112,111,942 | -14,124,340 |
| SEPTERNA INC | 4,015,790 | 1,720,782 | -2,295,008 | 75,537,010 | 47,975,402 | -27,561,608 |
| XOMA ROYALTY CORPORATION | 2,590,303 | 2,590,303 | 0 | 99,830,278 | 68,876,157 | -30,954,121 |
| AXSOME THERAPEUTICS INC | 486,757 | 45,757 | -441,000 | 59,116,638 | 8,357,058 | -50,759,580 |