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Bvf Inc/Il
zarządzający aktywami · portfel $3.91 mld · 44 pozycji · raport na 30.06.2026
Pozycje w Akcjach raport za 30.06.2026, złożony 14.08.2026; zmiana — względem 31.03.2026 · 48
| Spółka | Akcje | Wartość | % portfela | Zmiana Kwartalna |
|---|---|---|---|---|
| Revolution Medicines, Inc. US:RVMD | 2 965 160 | $555 mln | 14.20% | +108 378 |
| Kymera Therapeutics Inc US:KYMR | 3 872 052 | $444 mln | 11.35% | −1 630 658 |
| XOMA ROYALTY CORPORATION CUSIP 98419J206 | 7 593 303 | $323 mln | 8.25% | +5 003 000 |
| MoonLake Immunotherapeutics US:MLTX | 16 001 284 | $312 mln | 7.97% | — |
| GH RESEARCH PLC CUSIP G3855L106 | 8 650 158 | $233 mln | 5.95% | — |
| Structure Therapeutics Inc.… US:GPCR · kwit depozytowy | 3 366 823 | $181 mln | 4.62% | −92 535 |
| NEKTAR THERAPEUTICS US:NKTR | 2 391 075 | $167 mln | 4.27% | −168 520 |
| Mirum Pharmaceuticals Inc US:MIRM | 1 056 027 | $124 mln | 3.16% | −528 700 |
| Xencor Inc US:XNCR | 7 133 720 | $115 mln | 2.94% | — |
| ALKERMES PLC CUSIP G01767105 | 2 154 704 | $113 mln | 2.89% | +154 704 |
| Monte Rosa Therapeutics Inc US:GLUE | 4 460 886 | $108 mln | 2.76% | — |
| Cullinan Therapeutics, Inc. US:CGEM | 5 750 683 | $105 mln | 2.68% | — |
| Palvella Therapeutics, Inc US:PVLA | 672 789 | $103 mln | 2.63% | −288 200 |
| Zymeworks Inc. US:ZYME | 3 649 142 | $95.4 mln | 2.44% | −85 000 |
| Kura Oncology, Inc. US:KURA | 8 445 769 | $92.7 mln | 2.37% | — |
| Disc Medicine Inc. US:IRON | 1 153 612 | $84.4 mln | 2.16% | −118 700 |
| Stoke Therapeutics, Inc. US:STOK | 2 547 557 | $83.4 mln | 2.13% | — |
| Olema Pharmaceuticals Inc US:OLMA | 5 295 893 | $66.3 mln | 1.69% | — |
| Annexon, Inc. US:ANNX | 8 698 173 | $49.7 mln | 1.27% | — |
| CRESCENT BIOPHARMA INC. CUSIP G2545C104 | 2 748 763 | $49.5 mln | 1.27% | — |
| AC IMMUNE SA CUSIP H00263105 | 19 822 436 | $47.2 mln | 1.21% | — |
| Tyra Biosciences Inc US:TYRA | 1 476 196 | $47.1 mln | 1.21% | −500 000 |
| Sutro Biopharma US:STRO | 1 251 788 | $41.6 mln | 1.06% | — |
| Immunocore Holdings Ltd US:IMCR · kwit depozytowy | 1 294 463 | $41.1 mln | 1.05% | — |
| Avalo Therapeutics Inc US:AVTX | 2 075 545 | $38.4 mln | 0.98% | +442 700 |
| 4D Molecular Therapeutics In… US:FDMT | 2 879 289 | $38.3 mln | 0.98% | — |
| Q32 Bio Inc US:QTTB | 2 350 000 | $29.9 mln | 0.77% | nowa |
| Anteris Technologies Global… US:AVR | 3 000 000 | $29.6 mln | 0.76% | — |
| Foghorn Therapeutics Inc US:FHTX | 5 842 000 | $28.5 mln | 0.73% | — |
| Absci Corp US:ABSI | 2 361 674 | $27.4 mln | 0.70% | nowa |
| Eledon Pharmaceuticals Inc US:ELDN | 6 293 282 | $24.8 mln | 0.63% | — |
| Invivyd Inc. US:IVVD | 28 165 000 | $24.6 mln | 0.63% | +8 640 000 |
| Sagimet Biosciences Inc. Ser… US:SGMT | 2 500 000 | $19.3 mln | 0.49% | nowa |
| OnKure Therapeutics, Inc. US:OKUR | 3 235 778 | $14.8 mln | 0.38% | +1 256 806 |
| Immunic Inc US:IMUX | 765 295 | $11.8 mln | 0.30% | nowa |
| X4 Pharmaceuticals Inc US:XFOR | 2 233 742 | $10.4 mln | 0.27% | — |
| ImageneBio, Inc. US:IMA | 1 110 002 | $6.55 mln | 0.17% | — |
| TScan Therapeutics, Inc. US:TCRX | 5 564 290 | $5.45 mln | 0.14% | — |
| RESEARCH ALLIANCE CORP III CUSIP G75226103 | 500 000 | $5.35 mln | 0.14% | nowa |
| MOLECULAR PARTNERS AG US:MOLN · kwit depozytowy | 1 353 968 | $5.15 mln | 0.13% | — |
| Tenax Therapeutics Inc US:TENX | 339 549 | $4.94 mln | 0.13% | — |
| ENTERA BIO LTD CUSIP M40527109 | 2 425 000 | $4.29 mln | 0.11% | nowa |
| INVENTIVA US:IVA · kwit depozytowy | 686 040 | $2.59 mln | 0.07% | — |
| enGene Therapeutics Inc. US:ENGNW · inna klasa papierów wartościowych | 945 402 | $274 tys. | 0.01% | nowa |
| ENGENE HOLDINGS INC CUSIP 29286M113 | 0 (było 945 402) | — | — | sprzedana |
| IMMUNIC INC CUSIP 4525EP101 | 0 (było 7 652 972) | — | — | sprzedana |
| Septerna, Inc. US:SEPN | 0 (było 1 353 249) | — | — | sprzedana |
| Compass Therapeutics, Inc. US:CMPX | 0 (było 7 764 842) | — | — | sprzedana |
W spółkach z naszej bazy 5
| Spółka | Udział | Akcje | Data Raportu |
|---|---|---|---|
| AC Immune Ltd | 19.48% | 19 822 436 | 2026-06-30 |
| GH Research PLC | 12.61% | 8 650 158 | 2026-06-30 |
| Q32 Bio Inc | 7.89% | 2 350 000 | 2026-06-30 |
| NEKTAR THERAPEUTICS | 7% | 2 391 075 | 2026-06-30 |
| Entera Bio Ltd | 1.39% | 2 425 000 | 2026-06-30 |
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