BVF INC/IL
•CIK: 1056807•Filing: Q4 2025
**BVF INC/IL** manages $3.0B across a concentrated portfolio of 41 positions. The fund exhibits significant conviction in select names, with KYMR anchoring the top holdings at $428.2M. Further substantial allocations are evident in RVMD ($267.4M), MLTX ($260.3M), and GPCR ($242.0M). This structure suggests a high-conviction, deep-value approach targeting specific sector opportunities.
Total AUM
$3.0B
QoQ Performance
+20.4%
Positions
41
Top 10 Concentration
62.8%
Latest Filing
Q4 2025
Top Holdings Allocation
KYMR
RVMD
MLTX
GPCR
KYMR14.4%
RVMD9.0%
MLTX8.8%
GPCR8.1%
OLMA4.5%
MIRM4.0%
GHRS3.8%
XNCR3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
ESSA PHARMA INC
SOLD
$2.2M
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑8 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023