BVF INC/IL
CIK 0001056807 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.91B
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
RVMD
REVOLUTION MEDICINES INC
14.2%
KYMR
KYMERA THERAPEUTICS INC
11.4%
98419J206
XOMA ROYALTY CORPORATION
8.3%
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
8.0%
GHRS
GH RESEARCH PLC
5.9%
GPCR
STRUCTURE THERAPEUTICS INC
4.6%
NKTR
NEKTAR THERAPEUTICS
4.3%
MIRM
MIRUM PHARMACEUTICALS INC
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.