BVF INC/IL

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$3,910,996
Net value change ($000)
+771,961 (24.6%)
New positions
6
Sold out positions
3
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RVMD 277,493 99.9%
XOMA 241,457 297.1%
GHRS 110,895 91.2%
ALKERMES PLC 42,176 59.6%
GLUE 34,571 47.1%
QTTB 29,939 NEW
XNCR 28,820 33.5%
ABSI 27,372 NEW
KURA 23,986 34.9%
CGEM 23,003 28.1%
Top Reduces (Value $000, Stocks/ETFs)
CMPX -41,076 -100.0%
SEPN -32,519 -100.0%
TYRA -28,538 -37.7%
MIRM -22,768 -15.6%
NKTR -17,242 -9.4%
PVLA -16,971 -14.2%
KYMR -14,313 -3.1%
OLMA -12,710 -16.1%
IMUX -8,495 -100.0%
ACIU -7,335 -13.5%
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