BVF INC/IL

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$3,139,035
Net value change ($000)
+168,326 (5.7%)
New positions
4
Sold out positions
4
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NKTR 118,223 179.3%
ALKERMES PLC 70,720 NEW
MLTX 37,942 14.6%
STRO 31,182 NEW
KYMR 30,155 7.0%
IRON 29,735 57.6%
MIRM 28,284 23.9%
PVLA 27,781 30.2%
CGEM 22,197 37.3%
TYRA 19,752 35.3%
Top Reduces (Value $000, Stocks/ETFs)
GPCR -75,225 -31.1%
ABVX -68,511 -100.0%
OLMA -53,435 -40.4%
RPTX -26,867 -100.0%
XNCR -23,184 -21.2%
IVVD -22,844 -47.4%
KURA -20,868 -23.3%
SEPN -15,456 -32.2%
PEPG -12,467 -100.0%
IMCR -11,266 -22.4%
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