BVF INC/IL
Top Portfolio Positions
40 positions ·
$3,136,560,615 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KYMR |
Kymera Therapeutics, Inc.
Healthcare
|
5,502,710 | $458,320,715 | 14.61% | |
| MLTX |
MoonLake Immunotherapeutics
Healthcare
|
16,001,284 | $298,263,933 | 9.51% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,856,782 | $277,822,049 | 8.86% | |
| NKTR |
Nektar Therapeutics
Healthcare
|
2,559,595 | $184,162,860 | 5.87% | |
| GPCR |
Structure Therapeutics Inc.
Healthcare
|
3,459,358 | $166,741,055 | 5.32% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
1,584,727 | $146,397,080 | 4.67% | |
| GHRS |
GH Research PLC
Healthcare
|
8,650,158 | $121,621,221 | 3.88% | |
| PVLA |
Palvella Therapeutics, Inc.
Healthcare
|
960,989 | $119,787,278 | 3.82% | |
| ZYME |
Zymeworks Inc.
Healthcare
|
3,734,142 | $93,502,915 | 2.98% | |
| XNCR |
Xencor Inc
Healthcare
|
7,133,720 | $86,032,663 | 2.74% |
Portfolio Trend
Holdings in SEPN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,518,573 | 1,353,249 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $47,975,402 | 1,720,782 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $75,537,009 | 4,015,790 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $46,467,030 | 4,396,124 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,453,557 | 4,396,124 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $56,151,349 | 2,452,024 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||