BVF INC/IL
CIK 1056807
13F filing for Q2 2026・No. 1,075
- Holdings
- US$3.91B
- Quarter change
- +US$771.96M
- Entries
- 44
- Net bought (estimate)
- −US$60.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 4
- Cut 8
- Added 6
- Corporate actions 0
- Unchanged 23
Largest holdings
44 stocks worth US$3.91B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RVMDREVOLUTION MEDICINES INCCOM | Added | 2,965,160 | US$555.32M | 14.20% |
| KYMERA THERAPEUTICS INCCOM | Cut | 3,872,052 | US$444.01M | 11.35% |
| XOMA ROYALTY CORPORATIONCOM NEW | Added | 7,593,303 | US$322.72M | 8.25% |
| MOONLAKE IMMUNOTHERAPEUTICSCLASS A ORD | Unchanged | 16,001,284 | US$311.54M | 7.97% |
| GH RESEARCH PLCORDINARY SHARES | Unchanged | 8,650,158 | US$232.52M | 5.95% |
| STRUCTURE THERAPEUTICS INCSPONSORED ADS | Cut | 3,366,823 | US$180.7M | 4.62% |
| NEKTAR THERAPEUTICSCOM NEW | Cut | 2,391,075 | US$166.92M | 4.27% |
| MIRUM PHARMACEUTICALS INCCOM | Cut | 1,056,027 | US$123.63M | 3.16% |
| XENCOR INCCOM | Unchanged | 7,133,720 | US$114.85M | 2.94% |
| ALKSALKERMES PLCSHS | Added | 2,154,704 | US$112.9M | 2.89% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.