Bvf Inc 13F 持仓 · 2026年Q2
Bvf 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 39.11 亿美元。前几大持仓：RVMD（14.20%）、KYMR（11.35%）、XOMA（8.25%）。本季前 25 大持仓中：增持 4 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $555.3M | 14.20% | 3.0M | 增持 |
| 2 | KYMR | KYMERA THERAPEUTICS INC | $444.0M | 11.35% | 3.9M | 减持 |
| 3 | XOMA | XOMA ROYALTY CORPORATION | $322.7M | 8.25% | 7.6M | 增持 |
| 4 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $311.5M | 7.97% | 16.0M | 持平 |
| 5 | GHRS | GH RESEARCH PLC | $232.5M | 5.95% | 8.7M | 持平 |
| 6 | GPCR | STRUCTURE THERAPEUTICS INC | $180.7M | 4.62% | 3.4M | 减持 |
| 7 | NKTR | NEKTAR THERAPEUTICS | $166.9M | 4.27% | 2.4M | 减持 |
| 8 | MIRM | MIRUM PHARMACEUTICALS INC | $123.6M | 3.16% | 1.1M | 减持 |
| 9 | XNCR | XENCOR INC | $114.9M | 2.94% | 7.1M | 持平 |
| 10 | ALKS | ALKERMES PLC | $112.9M | 2.89% | 2.2M | 增持 |
| 11 | GLUE | MONTE ROSA THERAPEUTICS INC | $108.0M | 2.76% | 4.5M | 持平 |
| 12 | CGEM | CULLINAN THERAPEUTICS INC | $104.7M | 2.68% | 5.8M | 持平 |
| 13 | PVLA | PALVELLA THERAPEUTICS INC NE | $102.8M | 2.63% | 672,789 | 减持 |
| 14 | ZYME | ZYMEWORKS INC | $95.4M | 2.44% | 3.6M | 减持 |
| 15 | KURA | KURA ONCOLOGY INC | $92.7M | 2.37% | 8.4M | 持平 |
| 16 | IRON | DISC MEDICINE INC | $84.4M | 2.16% | 1.2M | 减持 |
| 17 | STOK | STOKE THERAPEUTICS INC | $83.4M | 2.13% | 2.5M | 持平 |
| 18 | OLMA | OLEMA PHARMACEUTICALS INC | $66.3M | 1.69% | 5.3M | 持平 |
| 19 | ANNX | ANNEXON INC | $49.7M | 1.27% | 8.7M | 持平 |
| 20 | CBIO | CRESCENT BIOPHARMA INC. | $49.5M | 1.27% | 2.7M | 持平 |
| 21 | ACIU | AC IMMUNE SA | $47.2M | 1.21% | 19.8M | 持平 |
| 22 | TYRA | TYRA BIOSCIENCES INC | $47.1M | 1.21% | 1.5M | 减持 |
| 23 | STRO | SUTRO BIOPHARMA INC | $41.6M | 1.06% | 1.3M | 持平 |
| 24 | IMCR | IMMUNOCORE HLDGS PLC | $41.1M | 1.05% | 1.3M | 持平 |
| 25 | AVTX | AVALO THERAPEUTICS INC | $38.4M | 0.98% | 2.1M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR