BVF INC/IL

Q1 2026 13F-HR Detailed 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 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 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 Discretion Other Manager Sole Shared None

Other Managers

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