Vivo Capital, LLC

Q3 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$908,712
Net value change ($000)
-186,389 (-17.0%)
New positions
8
Sold out positions
5
Turnover %
23.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ENTXW 35,662 NEW
Korsana Biosciences Inc 28,065 NEW
Blossomhill Therapeutics Inc 27,843 NEW
VOR 10,501 NEW
Cue Biopharma Inc 7,245 NEW
SNSE 7,067 39.2%
Attovia Therapeutics Inc 5,142 NEW
ADARx Pharmaceuticals Inc 5,088 NEW
LBRX 4,740 18.3%
ACHV 4,292 23.9%
Top Reduces (Value $000, Stocks/ETFs)
SVA -38,192 -100.0%
DNTH -34,508 -100.0%
TRVI -34,447 -36.3%
TENX -31,650 -87.0%
DYN -26,304 -76.0%
DRUG -18,294 -46.8%
ERAS -16,672 -22.0%
ABVX -14,206 -25.7%
CMPX -13,428 -79.0%
PRAX -11,810 -13.0%
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