Vivo Capital, LLC

Q2 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$1,095,101
Net value change ($000)
-107,853 (-9.0%)
New positions
7
Sold out positions
6
Turnover %
16.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/20/2026 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)
AVBP 37,998 185.9%
TRVI 34,237 56.3%
TENX 33,044 992.0%
ABVX 28,616 107.3%
ACHV 17,964 NEW
EDIT 11,519 NEW
Odyssey Therapeutics Inc 10,758 NEW
ACRS 10,415 41.7%
ANRO 8,623 37.0%
MLTX 8,618 46.2%
Top Reduces (Value $000, Stocks/ETFs)
ERAS -120,997 -61.5%
TERN -70,351 -100.0%
CMPX -33,508 -66.4%
DBVT -25,472 -45.7%
MANE -18,945 -100.0%
PRAX -18,422 -16.9%
COGT -16,254 -100.0%
SABS -15,269 -34.9%
SLNO -9,874 -100.0%
UNCY -9,198 -78.1%
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