DOSSIER · 13F-HR · Q4 2025

BVF INC/IL

BVF /IL's asset manager based in London, UK $3.0B in tracked AUM across 41 positions as of Q4 2025.

B/
BVF /IL·London, UK·Asset Manager
CIK 0001056807 · last filed Dec 31, 2025
Total AUM
$3.0B
18.2%
vs prior
Holdings
41
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
Top sector
Tech
39% weight
concentration
AI Analysis · Q4 2025 · Q4 2025
Comprehensive Analysis of BVF INC/IL SEC 13F Filing (Q3 2025)
1. Portfolio Overview

BVF INC/IL (managed by Perceptive Advisors, a biotech-focused investment firm) has reported a significant contraction in portfolio value for the quarter ended September 30, 2025. The total assets under management (AUM) dropped by 50.8%, decreasing from $2.80 billion in the previous quarter to $1.38 billion. This reduction is not solely attributable to market performance but is largely driven by active capi...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
KYMR
KYMERA THERAPEUTICS INC
$428M5.5M14.4%
02
RVMD
REVOLUTION MEDICINES INC
$267M3.4M9.0%
03
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
$260M19.8M8.8%
04
GPCR
STRUCTURE THERAPEUTICS INC
$242M3.5M8.1%
05
OLMA
OLEMA PHARMACEUTICALS INC
$132M5.3M4.5%
06
MIRM
MIRUM PHARMACEUTICALS INC
$118M1.5M4.0%
07
G3855L106
GH RESEARCH PLC
$112M8.8M3.8%
08
XNCR
XENCOR INC
$109M7.1M3.7%
09
ZYME
ZYMEWORKS INC
$104M3.9M3.5%
10
PVLA
PALVELLA THERAPEUTICS INC NE
$92M879K3.1%

Filing history

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