BVF INC/IL

Q3 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
46
Total value ($000)
$2,466,912
Net value change ($000)
-332,232 (-11.9%)
New positions
7
Sold out positions
5
Turnover %
12.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
CDTX 97,115 253.5%
NKTR 72,638 NEW
KYMR 71,315 29.7%
PVLA 57,099 363.7%
GPCR 52,971 144.2%
ABVX 47,377 NEW
STOK 38,942 NEW
XOMA 34,554 52.9%
KURA 31,521 70.5%
OLMA 29,286 129.8%
Top Reduces (Value $000, Stocks/ETFs)
MLTX -790,644 -84.8%
AXSM -117,325 -66.5%
IONS -75,598 -100.0%
MIRM -30,904 -22.0%
VSTM -14,128 -100.0%
CELC -13,745 -29.7%
EPIX -12,644 -85.0%
RAPT -9,238 -100.0%
CGEM -9,201 -21.2%
PTGX -7,352 -4.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type