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BVF INC/IL · 13F 持仓分析
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BVF INC/IL

No.1136 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$39.11亿
环比变动 Q1 2026
+$7.72亿+24.6%
持仓股票数
44
新买入
6
加仓
6
减仓
9
清仓
3
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
RREVOLUTION MEDICINES COMRVMD
14.2%8.85%$5.55亿296.5万股$2.78亿285.7万股+10.8万股+3.79%加仓
KYMERA THERAPEUTICSKYMR
11.35%14.6%$4.44亿387.2万股$4.58亿550.3万股-163.1万股-29.63%减仓
XXOMA CorpXOMA
8.25%2.59%$3.23亿759.3万股$8,125.8万259.0万股+500.3万股+193.14%加仓
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
7.97%9.5%$3.12亿1,600.1万股$2.98亿1,600.1万股00.00%持仓不变
GH RESEARCH ORDINARY SHARESGHRS
5.95%3.87%$2.33亿865.0万股$1.22亿865.0万股00.00%持仓不变
STRUCTURE THERAPEUTICSGPCR
4.62%5.31%$1.81亿336.7万股$1.67亿345.9万股-9.3万股-2.67%减仓
NEKTAR THERAPEUTICS COM NEWNKTR
4.27%5.87%$1.67亿239.1万股$1.84亿256.0万股-16.9万股-6.58%减仓
MMIRUM PHARMACEUTICALSMIRM
3.16%4.66%$1.24亿105.6万股$1.46亿158.5万股-52.9万股-33.36%减仓
XXENCORXNCR
2.94%2.74%$1.15亿713.4万股$8,603.3万713.4万股00.00%持仓不变
ALKERMESALKS
2.89%2.25%$1.13亿215.5万股$7,072.0万200.0万股+15.5万股+7.74%加仓
MMONTE ROSA THERAPEUTICSGLUE
2.76%2.34%$1.08亿446.1万股$7,338.2万446.1万股00.00%持仓不变
CCULLINAN THERAPEUTICSCGEM
2.68%2.6%$1.05亿575.1万股$8,171.7万575.1万股00.00%持仓不变
PALVELLA THERAPEUTICS NEPVLA
2.63%3.82%$1.03亿67.3万股$1.20亿96.1万股-28.8万股-29.99%减仓
ZYMEWORKSZYME
2.44%2.98%$9,538.9万364.9万股$9,350.3万373.4万股-8.5万股-2.28%减仓
KKURA ONCOLOGYKURA
2.37%2.19%$9,265.0万844.6万股$6,866.4万844.6万股00.00%持仓不变
DISC MEDICINEIRON
2.16%2.59%$8,437.5万115.4万股$8,135.2万127.2万股-11.9万股-9.33%减仓
STOKE THERAPEUTICSSTOK
2.13%2.64%$8,335.6万254.8万股$8,294.8万254.8万股00.00%持仓不变
OOLEMA PHARMACEUTICALS INC COMOLMA
1.69%2.52%$6,625.2万529.6万股$7,896.2万529.6万股00.00%持仓不变
ANNEXONANNX
1.27%1.54%$4,966.7万869.8万股$4,818.8万869.8万股00.00%持仓不变
CCrescent BiopharmaCBIO
1.27%1.61%$4,947.8万274.9万股$5,049.5万274.9万股00.00%持仓不变
AAC IMMUNEACIU
1.21%1.74%$4,717.7万1,982.2万股$5,451.2万1,982.2万股00.00%持仓不变
TTYRA BIOSCIENCESTYRA
1.21%2.41%$4,715.0万147.6万股$7,568.8万197.6万股-50.0万股-25.30%减仓
SSUTRO BIOPHARMASTRO
1.06%0.99%$4,155.9万125.2万股$3,118.2万125.2万股00.00%持仓不变
IIMMUNOCOREIMCR
1.05%1.24%$4,109.9万129.4万股$3,902.8万129.4万股00.00%持仓不变
AVALO THERAPEUTICSAVTX
0.98%0.78%$3,835.6万207.6万股$2,437.8万163.3万股+44.3万股+27.11%加仓
4D MOLECULAR THERAPEUTICS INFDMT
0.98%0.85%$3,829.5万287.9万股$2,680.6万287.9万股00.00%持仓不变
QQ32 BIO INC COMQTTB
0.77%$2,993.9万235.0万股$00股+235.0万股新买入
AANTERIS TECHNOLOGIES GLOBAL COMAVR
0.76%0.53%$2,955.0万300.0万股$1,665.0万300.0万股00.00%持仓不变
FFOGHORN THERAPEUTICSFHTX
0.73%0.89%$2,850.9万584.2万股$2,792.5万584.2万股00.00%持仓不变
AABSCI CORPORATION COMABSI
0.7%$2,737.2万236.2万股$00股+236.2万股新买入
EELEDON PHARMACEUTICALS INC COMELDN
0.63%0.62%$2,479.6万629.3万股$1,938.3万629.3万股00.00%持仓不变
IINVIVYDIVVD
0.63%0.81%$2,457.1万2,816.5万股$2,538.3万1,952.5万股+864.0万股+44.25%加仓
SSAGIMET BIOSCIENCESSGMT
0.49%$1,932.5万250.0万股$00股+250.0万股新买入
OONKURE THERAPEUTICSOKUR
0.38%0.26%$1,475.5万323.6万股$819.3万197.9万股+125.7万股+63.51%加仓
IIMMUNICIMUX
0.3%0.27%$1,176.3万76.5万股$849.5万765.3万股-688.8万股-90.00%减仓
XX4 Pharmaceuticals IncXFOR
0.27%0.29%$1,043.2万223.4万股$922.5万223.4万股00.00%持仓不变
IIMAGENEBIOIMA
0.17%0.18%$654.9万111.0万股$555.0万111.0万股00.00%持仓不变
TTSCAN THERAPEUTICS INC COMTCRX
0.14%0.18%$545.4万556.4万股$562.0万556.4万股00.00%持仓不变
RRESEARCH ALLIANCE CORP III
0.14%$535.0万50.0万股$00股+50.0万股新买入
MMOLECULAR PARTNERS AGMOLN
0.13%0.17%$514.5万135.4万股$536.2万135.4万股00.00%持仓不变
TTENAX THERAPEUTICSTENX
0.13%0.17%$494.0万34.0万股$542.9万34.0万股00.00%持仓不变
EENTERA BIO LTDENTX
0.11%$429.2万242.5万股$00股+242.5万股新买入
IINVENTIVAIVA
0.07%0.12%$259.3万68.6万股$380.8万68.6万股00.00%持仓不变
EENGENE THERAPEUTICS INCENGN
0.01%$27.4万94.5万股$00股+94.5万股新买入

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