BVF INC/IL

Q2 2025 13F-HR Detailed Holdings

Location
San Francisco, CA
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
44
Total value ($000)
$2,799,144
Net value change ($000)
—
New positions
43
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MLTX 932,261 —
KYMR 240,138 —
RVMD 183,302 —
PTGX 177,474 —
AXSM 176,442 —
MIRM 140,524 —
GHRS 107,610 —
IONS 75,598 —
XOMA 65,276 —
ZYME 54,077 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 BVF PARTNERS L P/IL 028-06770