13F filings
BVF Partners
$3.1B to $3.9B. Includes price moves and buying or selling; not the fund's return.
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Sector mix of the disclosed holdings
by disclosed valueLargest holdings
all 44 positions| Holding | Type | Value | Shares | % of 13F value |
|---|---|---|---|---|
| RVMDRevolution Medicines | Shares | $555.3M | 2,965,160 | 14.2% |
| KYMRKymera Therapeutics | Shares | $444.0M | 3,872,052 | 11.4% |
| XOMAXOMA Royalty | Shares | $322.7M | 7,593,303 | 8.3% |
| MLTXMoonLake Immunotherapeutics | Shares | $311.5M | 16,001,284 | 8.0% |
| GHRSGH Research | Shares | $232.5M | 8,650,158 | 5.9% |
| GPCRStructure Therapeutics | Shares | $180.7M | 3,366,823 | 4.6% |
| NKTRNektar Therapeutics | Shares | $166.9M | 2,391,075 | 4.3% |
| MIRMMirum Pharmaceuticals | Shares | $123.6M | 1,056,027 | 3.2% |
| XNCRXencor | Shares | $114.9M | 7,133,720 | 2.9% |
| ALKSAlkermes | Shares | $112.9M | 2,154,704 | 2.9% |
| GLUEMonte Rosa Therapeutics | Shares | $108.0M | 4,460,886 | 2.8% |
| CGEMCullinan Therapeutics | Shares | $104.7M | 5,750,683 | 2.7% |
| PVLAPalvella Therapeutics | Shares | $102.8M | 672,789 | 2.6% |
| ZYMEZymeworks | Shares | $95.4M | 3,649,142 | 2.4% |
| KURAKura Oncology | Shares | $92.7M | 8,445,769 | 2.4% |
| IRONDisc Medicine | Shares | $84.4M | 1,153,612 | 2.2% |
| STOKStoke Therapeutics | Shares | $83.4M | 2,547,557 | 2.1% |
| OLMAOlema Pharmaceuticals | Shares | $66.3M | 5,295,893 | 1.7% |
| ANNXAnnexon | Shares | $49.7M | 8,698,173 | 1.3% |
| CBIOCrescent Biopharma | Shares | $49.5M | 2,748,763 | 1.3% |
| ACIUAC Immune | Shares | $47.2M | 19,822,436 | 1.2% |
| TYRATyra Biosciences | Shares | $47.1M | 1,476,196 | 1.2% |
| STROSutro Biopharma | Shares | $41.6M | 1,251,788 | 1.1% |
| IMCRImmunocore Holdings | Shares | $41.1M | 1,294,463 | 1.1% |
| AVTXAvalo Therapeutics | Shares | $38.4M | 2,075,545 | 1.0% |
| FDMT4D Molecular Therapeutics | Shares | $38.3M | 2,879,289 | 1.0% |
| QTTBQ32 Bio | Shares | $29.9M | 2,350,000 | 0.8% |
| AVRAnteris Technologies Global | Shares | $29.6M | 3,000,000 | 0.8% |
| FHTXFoghorn Therapeutics | Shares | $28.5M | 5,842,000 | 0.7% |
| ABSIAbsci | Shares | $27.4M | 2,361,674 | 0.7% |
| ELDNEledon Pharmaceuticals | Shares | $24.8M | 6,293,282 | 0.6% |
| IVVDInvivyd | Shares | $24.6M | 28,165,000 | 0.6% |
| SGMTSagimet Biosciences | Shares | $19.3M | 2,500,000 | 0.5% |
| OKUROnKure Therapeutics | Shares | $14.8M | 3,235,778 | 0.4% |
| IMUXImmunic | Shares | $11.8M | 765,295 | 0.3% |
| XFORX4 Pharmaceuticals | Shares | $10.4M | 2,233,742 | 0.3% |
| IMAImageneBio | Shares | $6.5M | 1,110,002 | 0.2% |
| TCRXTScan Therapeutics | Shares | $5.5M | 5,564,290 | 0.1% |
| RACCResearch Alliance Corporation III | Shares | $5.3M | 500,000 | 0.1% |
| MOLNMolecular Partners AG | Shares | $5.1M | 1,353,968 | 0.1% |
| TENXTenax Therapeutics | Shares | $4.9M | 339,549 | 0.1% |
| ENTXEntera Bio | Shares | $4.3M | 2,425,000 | 0.1% |
| IVAInventiva | Shares | $2.6M | 686,040 | 0.1% |
| Engene Therapeutics | Warrant | $274K | 945,402 | <0.1% |
% of 13F value is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed. A Preferred, Unit or Warrant line is that security as the filing names it (depositary preferred shares, units, warrants), not the common stock.
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What BVF Partners bought and sold in Q2 2026
15 largest moves| Holding | Move | Share change | Est. amount moved | Value after |
|---|---|---|---|---|
| XOMAXOMA Royalty | Added | +193.1% | +$212.6M | $322.7M |
| KYMRKymera Therapeutics | Trimmed | -29.6% | -$187.0M | $444.0M |
| IMUXImmunic | Trimmed | -90.0% | -$105.9M | $11.8M |
| MIRMMirum Pharmaceuticals | Trimmed | -33.4% | -$61.9M | $123.6M |
| PVLAPalvella Therapeutics | Trimmed | -30.0% | -$44.0M | $102.8M |
| CMPXCompass Therapeutics | Exited | -100% | -$41.1M | $0 |
| SEPNSepterna | Exited | -100% | -$32.5M | $0 |
| QTTBQ32 Bio | New | new | +$29.9M | $29.9M |
| ABSIAbsci | New | new | +$27.4M | $27.4M |
| RVMDRevolution Medicines | Added | +3.8% | +$20.3M | $555.3M |
| SGMTSagimet Biosciences | New | new | +$19.3M | $19.3M |
| TYRATyra Biosciences | Trimmed | -25.3% | -$16.0M | $47.1M |
| NKTRNektar Therapeutics | Trimmed | -6.6% | -$11.8M | $166.9M |
| IRONDisc Medicine | Trimmed | -9.3% | -$8.7M | $84.4M |
| AVTXAvalo Therapeutics | Added | +27.1% | +$8.2M | $38.4M |
A change is this filing measured against the one before it. Est. amount moved is the shares added or sold, priced at the Jun 30, 2026 close. An estimate: a 13F gives no trade prices or dates. For a sold-out position, its value at the previous quarter end.
Questions
What does BVF Partners hold?
BVF Partners disclosed 44 positions worth $3.9B in the Q2 2026 13F filing. The largest is RVMD at 14.2% of the disclosed value. A 13F lists US-listed stock and options on it; short sales and cash are not in it.
What did BVF Partners buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were adding to XOMA, trimming KYMR, trimming IMUX and trimming MIRM. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026 and filed with the SEC on Aug 14, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page. How the filing itself works is explained in our guide to Form 13F.
Checked for newer filings on Oct 26, 2026.