DOSSIER · 13F-HR · Q1 2026
Vivo Capital, LLC
Vivo's hedge fund based in Chicago, IL — $1.2B in tracked AUM across 46 positions as of Q1 2026.
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Vivo·Chicago, IL·Hedge Fund
CIK 0001674712 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Vivo Capital’s 13F as of 2025-09-30 shows a focused, concentrated long-equity portfolio of 37 reported U.S.-listed holdings with a market value of $677.73 million. The reported portfolio value declined 30.6% from $977.11 million on 2025-06-30. That decline is largely explained by large full exits reported this quarter (see Quarter Changes). Concentration is high: the top 10 holdings account for roughly 52% of the portfolio, while the top 5 represent about $203.4M or ~30.0% o...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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