13F filings
BVF Partners
Where the disclosed book sits
by disclosed valueLargest holdings
20 of 44 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| RVMDRevolution Medicines Inc | Shares | $555.3M | 2,965,160 | 14.2% |
| KYMRKymera Therapeutics Inc | Shares | $444.0M | 3,872,052 | 11.4% |
| XOMAXOMA Royalty Corporation | Shares | $322.7M | 7,593,303 | 8.3% |
| MLTXMoonlake Immunotherapeutics | Shares | $311.5M | 16,001,284 | 8% |
| GHRSGH Research PLC | Shares | $232.5M | 8,650,158 | 5.9% |
| GPCRStructure Therapeutics Inc | Shares | $180.7M | 3,366,823 | 4.6% |
| NKTRNektar Therapeutics | Shares | $166.9M | 2,391,075 | 4.3% |
| MIRMMirum Pharmaceuticals Inc | Shares | $123.6M | 1,056,027 | 3.2% |
| XNCRXencor Inc | Shares | $114.9M | 7,133,720 | 2.9% |
| ALKSAlkermes PLC | Shares | $112.9M | 2,154,704 | 2.9% |
| GLUEMonte Rosa Therapeutics Inc | Shares | $108.0M | 4,460,886 | 2.8% |
| CGEMCullinan Therapeutics Inc | Shares | $104.7M | 5,750,683 | 2.7% |
| PVLAPalvella Therapeutics Inc Ne | Shares | $102.8M | 672,789 | 2.6% |
| ZYMEZymeworks Inc | Shares | $95.4M | 3,649,142 | 2.4% |
| KURAKURA Oncology Inc | Shares | $92.7M | 8,445,769 | 2.4% |
| IRONDISC Medicine Inc | Shares | $84.4M | 1,153,612 | 2.2% |
| STOKStoke Therapeutics Inc | Shares | $83.4M | 2,547,557 | 2.1% |
| OLMAOlema Pharmaceuticals Inc | Shares | $66.3M | 5,295,893 | 1.7% |
| ANNXAnnexon Inc | Shares | $49.7M | 8,698,173 | 1.3% |
| CBIOCrescent Biopharma Inc. | Shares | $49.5M | 2,748,763 | 1.3% |
Share of book 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.
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What changed last quarter
15 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| XOMAXOMA ROYALTY CORPORATION | Added | +193.1% | $212.6M | $322.7M |
| KYMRKYMERA THERAPEUTICS INC | Trimmed | -29.6% | -$187.0M | $444.0M |
| MIRMMIRUM PHARMACEUTICALS INC | Trimmed | -33.4% | -$61.9M | $123.6M |
| PVLAPALVELLA THERAPEUTICS INC NE | Trimmed | -30.0% | -$44.0M | $102.8M |
| CMPXCOMPASS THERAPEUTICS INC | Exited | n/a | -$41.1M | $0 |
| SEPNSEPTERNA INC | Exited | n/a | -$32.5M | $0 |
| QTTBQ32 BIO INC | New | n/a | $29.9M | $29.9M |
| ABSIABSCI CORPORATION | New | n/a | $27.4M | $27.4M |
| RVMDREVOLUTION MEDICINES INC | Added | +3.8% | $20.3M | $555.3M |
| SGMTSAGIMET BIOSCIENCES INC | New | n/a | $19.3M | $19.3M |
| TYRATYRA BIOSCIENCES INC | Trimmed | -25.3% | -$16.0M | $47.1M |
| NKTRNEKTAR THERAPEUTICS | Trimmed | -6.6% | -$11.8M | $166.9M |
| IMUXIMMUNIC INC | New | n/a | $11.8M | $11.8M |
| IRONDISC MEDICINE INC | Trimmed | -9.3% | -$8.7M | $84.4M |
| IMUXIMMUNIC INC | Exited | n/a | -$8.5M | $0 |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
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 book. A 13F lists long US equity positions only.
What did BVF Partners buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were Added XOMA, Trimmed KYMR, Trimmed MIRM, Trimmed PVLA. 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. 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.
Data as of Sep 10, 2026.