Vivo Capital, LLC
Filing Date
Global Rank
#1,896
/ 8,700
▲ 262
Top Industry
Biotechnology
99.6%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
26 quarters · since Mar 2020
Portfolio Concentration
45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.0%
−9.1 pts
Top 5
35.5%
−8.1 pts
Top 10
54.0%
−8.0 pts
HHI
427
Diversified−218
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $1,056,629,413 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TENX | Tenax Therapeutics, Inc. | +2,291,667 | 2,500,000 | $36,375,000 | |
| AVBP | ArriVent BioPharma, Inc. | +796,181 | 1,682,097 | $58,436,049 | |
| MLTX | MoonLake Immunotherapeutics | +400,000 | 1,400,000 | $27,258,000 | |
| ABVX | Abivax S.A. | +175,360 | 414,899 | $55,289,440 | |
| ANRO | Alto Neuroscience, Inc. | +173,307 | 1,208,858 | $31,901,762 | |
| ACRS | Aclaris Therapeutics, Inc. | +27,971 | 6,694,637 | $35,414,629 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ERAS | Erasca, Inc. | −8,024,068 | 4,127,412 | $75,614,187 | |
| SABS | SAB Biotherapeutics, Inc. | −4,120,091 | 7,299,909 | $28,469,645 | |
| CMPX | Compass Therapeutics, Inc. | −1,788,406 | 7,757,060 | $16,987,961 | |
| KTTA | Pasithea Therapeutics Corp. | −1,634,529 | 465,471 | $239,717 | |
| UNCY | Unicycive Therapeutics, Inc. | −1,239,916 | 550,000 | $2,579,500 | |
| DBVT | DBV Technologies S.A. | −822,811 | 1,844,758 | $30,254,031 | |
| TNGX | Tango Therapeutics, Inc. | −775,011 | 1,379,769 | $43,131,578 | |
| PRAX | Praxis Precision Medicines, Inc. | −67,779 | 271,116 | $90,766,925 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACHV | Achieve Life Sciences, Inc. | 2,751,032 | $17,964,238 | |
| EDIT | Editas Medicine, Inc. | 3,555,250 | $11,519,010 | |
| ODTX | Odyssey Therapeutics, Inc. | 575,000 | $10,758,250 | |
| AURA | Aura Biosciences, Inc. | 1,166,667 | $8,283,335 | |
| AVTX | Avalo Therapeutics, Inc. | 275,000 | $5,082,000 | |
| VALN | Valneva SE | 763,199 | $3,991,530 | |
| INM | InMed Pharmaceuticals Inc. | 798,377 | $1,237,484 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
45 tracked positions ·
$1,056,629,413 total
· filing declares
47 positions · $1,095,100,823
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TRVI |
Trevi Therapeutics, Inc.
Healthcare
|
Held | 5,094,668 | $95,015,558 | 8.99% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
Reduced | 271,116 | $90,766,925 | 8.59% | |
| ERAS |
Erasca, Inc.
Healthcare
|
Reduced | 4,127,412 | $75,614,187 | 7.16% | |
| AVBP |
ArriVent BioPharma, Inc.
Healthcare
|
Added | 1,682,097 | $58,436,049 | 5.53% | |
| ABVX |
Abivax S.A.
Healthcare
|
Added | 414,899 | $55,289,440 | 5.23% | |
| TNGX |
Tango Therapeutics, Inc.
Healthcare
|
Reduced | 1,379,769 | $43,131,578 | 4.08% | |
| CRVS |
Corvus Pharmaceuticals, Inc.
Healthcare
|
Held | 2,805,816 | $41,918,891 | 3.97% | |
| DRUG |
Bright Minds Biosciences Inc.
Healthcare
|
Held | 557,172 | $39,113,474 | 3.70% | |
| TENX |
Tenax Therapeutics, Inc.
Healthcare
|
Added | 2,500,000 | $36,375,000 | 3.44% | |
| ACRS |
Aclaris Therapeutics, Inc.
Healthcare
|
Added | 6,694,637 | $35,414,629 | 3.35% | |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
Held | 1,557,466 | $34,591,319 | 3.27% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
Held | 353,998 | $34,507,725 | 3.27% | |
| ANRO |
Alto Neuroscience, Inc.
Healthcare
|
Added | 1,208,858 | $31,901,762 | 3.02% | |
| DBVT |
DBV Technologies S.A.
Healthcare
|
Reduced | 1,844,758 | $30,254,031 | 2.86% | |
| SABS |
SAB Biotherapeutics, Inc.
Healthcare
|
Reduced | 7,299,909 | $28,469,645 | 2.69% | |
| MLTX |
MoonLake Immunotherapeutics
Healthcare
|
Added | 1,400,000 | $27,258,000 | 2.58% | |
| LBRX |
Lb Pharmaceuticals Inc
Healthcare
|
Held | 800,000 | $25,964,000 | 2.46% | |
| NERV |
Minerva Neurosciences, Inc.
Healthcare
|
Held | 4,322,747 | $23,991,245 | 2.27% | |
| DSGN |
Design Therapeutics, Inc.
Healthcare
|
Held | 1,612,903 | $23,338,706 | 2.21% | |
| ORIC |
Oric Pharmaceuticals, Inc.
Healthcare
|
Held | 1,848,786 | $20,022,352 | 1.89% | |
| CAMP |
Camp4 Therapeutics Corp
Healthcare
|
Held | 4,246,568 | $18,557,502 | 1.76% | |
| FTH |
Faeth Therapeutics, Inc.
Healthcare
|
Held | 722,020 | $18,050,500 | 1.71% | |
| ACHV |
Achieve Life Sciences, Inc.
Healthcare
|
NEW | 2,751,032 | $17,964,238 | 1.70% | |
| CMPX |
Compass Therapeutics, Inc.
Healthcare
|
Reduced | 7,757,060 | $16,987,961 | 1.61% | |
| ANTX |
AN2 Therapeutics, Inc.
Healthcare
|
Held | 3,153,640 | $15,263,617 | 1.44% | |
| EDIT |
Editas Medicine, Inc.
Healthcare
|
NEW | 3,555,250 | $11,519,010 | 1.09% | |
| GERN |
Geron Corp
Healthcare
|
Held | 8,671,797 | $11,099,900 | 1.05% | |
| ODTX |
Odyssey Therapeutics, Inc.
Healthcare
|
NEW | 575,000 | $10,758,250 | 1.02% | |
| EPRX |
Eupraxia Pharmaceuticals Inc.
Healthcare
|
Held | 1,350,000 | $8,923,500 | 0.84% | |
| OKUR |
OnKure Therapeutics, Inc.
Healthcare
|
Held | 1,927,710 | $8,790,357 | 0.83% | |
| OLMA |
Olema Pharmaceuticals, Inc.
Healthcare
|
Held | 671,843 | $8,404,755 | 0.80% | |
| MNPR |
Monopar Therapeutics
Healthcare
|
Held | 90,500 | $8,379,395 | 0.79% | |
| AURA |
Aura Biosciences, Inc.
Healthcare
|
NEW | 1,166,667 | $8,283,335 | 0.78% | |
| SRZN |
Surrozen, Inc./DE
Healthcare
|
Held | 260,000 | $6,747,000 | 0.64% | |
| ALXO |
Alx Oncology Holdings Inc
Healthcare
|
Held | 3,184,713 | $6,592,355 | 0.62% | |
| MSLE |
Satellos Bioscience Inc.
Healthcare
|
Held | 813,666 | $6,326,253 | 0.60% | |
| AVTX |
Avalo Therapeutics, Inc.
Healthcare
|
NEW | 275,000 | $5,082,000 | 0.48% | |
| PEPG |
PepGen Inc.
Healthcare
|
Held | 2,325,000 | $4,185,000 | 0.40% | |
| VALN |
Valneva SE
Healthcare
|
NEW | 763,199 | $3,991,530 | 0.38% | |
| SERA |
Sera Prognostics, Inc.
Healthcare
|
Held | 1,650,440 | $3,003,800 | 0.28% | |
| UNCY |
Unicycive Therapeutics, Inc.
Healthcare
|
Reduced | 550,000 | $2,579,500 | 0.24% | |
| TIL |
Instil Bio, Inc.
Healthcare
|
Held | 292,743 | $2,251,193 | 0.21% | |
| INM |
InMed Pharmaceuticals Inc.
Healthcare
|
NEW | 798,377 | $1,237,484 | 0.12% | |
| KTTA |
Pasithea Therapeutics Corp.
Healthcare
|
Reduced | 465,471 | $239,717 | 0.02% | |
| DTIL |
Precision Biosciences Inc
Healthcare
|
Held | 4,675 | $36,745 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.