Vivo Capital, LLC

Q1 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$1,198,373
Net value change ($000)
-348,694 (-22.5%)
New positions
7
Sold out positions
9
Turnover %
36.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 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)
ERAS 162,114 469.9%
TNGX 25,987 136.1%
CRVS 23,843 138.6%
SNSE 22,758 NEW
AVBP 20,438 NEW
MANE 18,945 NEW
DNTH 15,120 103.6%
PRAX 12,250 12.6%
ANTX 10,785 NEW
NERV 8,668 49.9%
Top Reduces (Value $000, Stocks/ETFs)
CDTX -211,319 -100.0%
TERN -145,665 -67.4%
COGT -68,958 -80.9%
AVDL -57,843 -100.0%
SLNO -31,560 -76.2%
ZBIO -30,990 -100.0%
VRDN -27,325 -89.4%
GERN -23,016 -64.0%
DYN -22,912 -44.8%
ABVX -21,781 -45.0%
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