Bvf INC
Annual return '25
+30.8%
SPY '25
+17.7%
Alpha
+13.1ptsvs SPY
Invested
$6.3B
Holdings
41
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$KYMR
KYMERA THERAPEUTICS INC
Q4 2025: Exited (was 5.50M shares)
15.3%
02
$MLTX
MOONLAKE IMMUNOTHERAPEUTICS
Q4 2025: Exited (was 19.75M shares)
10.0%
03
$RVMD
REVOLUTION MEDICINES INC
Q4 2025: Exited (was 3.97M shares)
9.3%
04
$NKTR
NEKTAR THERAPEUTICS
Q4 2025: Exited (was 1.28M shares)
6.2%
05
$GPCR
STRUCTURE THERAPEUTICS INC
Q4 2025: Exited (was 3.20M shares)
5.6%
06
$MIRM
MIRUM PHARMACEUTICALS INC
Q4 2025: Exited (was 1.50M shares)
4.9%
07
$PVLA
PALVELLA THERAPEUTICS INC NE
Q4 2025: Exited (was 1.16M shares)
4.0%
08
$ZYME
ZYMEWORKS INC
Q4 2025: Exited (was 3.94M shares)
3.1%
09
$XNCR
XENCOR INC
Q4 2025: Exited (was 2.74M shares)
2.9%
10
$STOK
STOKE THERAPEUTICS INC
Q4 2025: Exited (was 1.66M shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.