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BVF INC/IL 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BVF INC/IL

报告期 2026-03-31 · CIK 0001056807

持仓数

41

前50大市值合计

$3.14B

报告期

2026-03-31

当前持仓调仓

前 41 大持仓

标的

类型

市值

股数

占比*

KYMR KYMERA THERAPEUTICS INC

COM

$458.3M

5,502,710

14.6%

MLTX MOONLAKE IMMUNOTHERAPEUTICS

CLASS A ORD

$298.3M

16,001,284

9.5%

RVMD REVOLUTION MEDICINES INC

COM

$277.8M

2,856,782

8.9%

NKTR NEKTAR THERAPEUTICS

COM NEW

$184.2M

2,559,595

5.9%

GPCR STRUCTURE THERAPEUTICS INC

SPONSORED ADS

$166.7M

3,459,358

5.3%

MIRM MIRUM PHARMACEUTICALS INC

COM

$146.4M

1,584,727

4.7%

— GH RESEARCH PLC

ORDINARY SHARES

$121.6M

8,650,158

3.9%

PVLA PALVELLA THERAPEUTICS INC NE

COM

$119.8M

960,989

3.8%

ZYME ZYMEWORKS INC

COM

$93.5M

3,734,142

3.0%

XNCR XENCOR INC

COM

$86.0M

7,133,720

2.7%

STOK STOKE THERAPEUTICS INC

COM

$82.9M

2,547,557

2.6%

CGEM CULLINAN THERAPEUTICS INC

COM

$81.7M

5,750,683

2.6%

IRON DISC MEDICINE INC

COM

$81.4M

1,272,312

2.6%

XOMA XOMA ROYALTY CORPORATION

COM NEW

$81.3M

2,590,303

2.6%

OLMA OLEMA PHARMACEUTICALS INC

COM

$79.0M

5,295,893

2.5%

TYRA TYRA BIOSCIENCES INC

COM

$75.7M

1,976,196

2.4%

GLUE MONTE ROSA THERAPEUTICS INC

COM

$73.4M

4,460,886

2.3%

— ALKERMES PLC

SHS

$70.7M

2,000,000

2.3%

KURA KURA ONCOLOGY INC

COM

$68.7M

8,445,769

2.2%

— AC IMMUNE SA

SHS

$54.5M

19,822,436

1.7%

— CRESCENT BIOPHARMA INC.

COM

$50.5M

2,748,763

1.6%

ANNX ANNEXON INC

COM

$48.2M

8,698,173

1.5%

CMPX COMPASS THERAPEUTICS INC

COM

$41.1M

7,764,842

1.3%

IMCR IMMUNOCORE HLDGS PLC

ADS

$39.0M

1,294,463

1.2%

SEPN SEPTERNA INC

COM

$32.5M

1,353,249

1.0%

STRO SUTRO BIOPHARMA INC

COM SHS

$31.2M

1,251,788

1.0%

FHTX FOGHORN THERAPEUTICS INC

COM

$27.9M

5,842,000

0.9%

FDMT 4D MOLECULAR THERAPEUTICS IN

COM

$26.8M

2,879,289

0.9%

IVVD INVIVYD INC

COM

$25.4M

19,525,000

0.8%

AVTX AVALO THERAPEUTICS INC

COM NEW

$24.4M

1,632,845

0.8%

ELDN ELEDON PHARMACEUTICALS INC

COM

$19.4M

6,293,282

0.6%

AVR ANTERIS TECHNOLOGIES GLOBAL

COM

$16.6M

3,000,000

0.5%

XFOR X4 PHARMACEUTICALS INC

COM NEW

$9.2M

2,233,742

0.3%

— IMMUNIC INC

COM

$8.5M

7,652,972

0.3%

OKUR ONKURE THERAPEUTICS INC

COM CL A

$8.2M

1,978,972

0.3%

TCRX TSCAN THERAPEUTICS INC

COM

$5.6M

5,564,290

0.2%

IMA IMAGENEBIO INC

COM

$5.6M

1,110,002

0.2%

TENX TENAX THERAPEUTICS INC

COM NEW

$5.4M

339,549

0.2%

MOLN MOLECULAR PARTNERS AG

ADS

$5.4M

1,353,968

0.2%

IVA INVENTIVA SA

ADS

$3.8M

686,040

0.1%

— ENGENE HOLDINGS INC

*W EXP 10/31/202

$2.5M

945,402

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

49%前 6 大占比

KYMR14.6%MLTX9.5%RVMD8.9%NKTR5.9%GPCR5.3%MIRM4.7%