BVF INC/IL
San Francisco CA · SEC CIK 0001056807
$31.39亿2026Q1 申报市值
41持仓数
62.2%前十大占比 · 第一大 14.6%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NKTR 加仓+$7,195.00万
ALKS 新建仓+$7,072.00万
IRON 加仓+$3,979.06万
STRO 新建仓+$3,118.20万
AVR 新建仓+$1,665.00万
2026Q1 卖出最多 按季末市值估算
MLTX 减仓-$6,990.00万
ABVX 清仓-$6,851.05万
RVMD 减仓-$4,862.50万
REPARE THERAPEUT 清仓-$2,686.74万
FDMT 减仓-$1,629.25万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KYMR | KYMERA THERAPEUTICS INC | $4.58亿 | 14.60% | 5,502,710 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $2.98亿 | 9.50% | 16,001,284 | -3,750,000 | -19.0% | -$6,990.00万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $2.78亿 | 8.85% | 2,856,782 | -500,000 | -14.9% | -$4,862.50万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $1.84亿 | 5.87% | 2,559,595 | 1,000,000 | 64.1% | $7,195.00万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1.67亿 | 5.31% | 3,459,358 | -19,664 | -0.6% | -$94.78万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1.46亿 | 4.66% | 1,584,727 | 89,437 | 6.0% | $826.22万 | 加仓 |
| GHRS | GH RESEARCH PLC | $1.22亿 | 3.87% | 8,650,158 | -177,554 | -2.0% | -$249.64万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $1.20亿 | 3.82% | 960,989 | 81,980 | 9.3% | $1,021.88万 | 加仓 |
| ZYME | ZYMEWORKS INC | $9,350.29万 | 2.98% | 3,734,142 | -204,499 | -5.2% | -$512.07万 | 减仓 |
| XNCR | XENCOR INC | $8,603.27万 | 2.74% | 7,133,720 | 0 | 0.0% | — | 不变 |
| STOK | STOKE THERAPEUTICS INC | $8,294.85万 | 2.64% | 2,547,557 | 281,883 | 12.4% | $917.81万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $8,171.72万 | 2.60% | 5,750,683 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $8,135.16万 | 2.59% | 1,272,312 | 622,312 | 95.7% | $3,979.06万 | 加仓 |
| — | XOMA ROYALTY CORPORATION | $8,125.78万 | 2.59% | 2,590,303 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $7,896.18万 | 2.52% | 5,295,893 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $7,568.83万 | 2.41% | 1,976,196 | -151,469 | -7.1% | -$580.13万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $7,338.16万 | 2.34% | 4,460,886 | 625,000 | 16.3% | $1,028.13万 | 加仓 |
| ALKS | ALKERMES PLC | $7,072.00万 | 2.25% | 2,000,000 | 2,000,000 | — | $7,072.00万 | 新建仓 |
| KURA | KURA ONCOLOGY INC | $6,866.41万 | 2.19% | 8,445,769 | -171,393 | -2.0% | -$139.34万 | 减仓 |
| — | AC IMMUNE SA | $5,451.17万 | 1.74% | 19,822,436 | 0 | 0.0% | — | 不变 |
| CBIO | CRESCENT BIOPHARMA INC. | $5,049.48万 | 1.61% | 2,748,763 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $4,818.79万 | 1.54% | 8,698,173 | -429,907 | -4.7% | -$238.17万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $4,107.60万 | 1.31% | 7,764,842 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $3,902.81万 | 1.24% | 1,294,463 | -194,512 | -13.1% | -$586.45万 | 减仓 |
| SEPN | SEPTERNA INC | $3,251.86万 | 1.04% | 1,353,249 | -367,533 | -21.4% | -$883.18万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $3,118.20万 | 0.99% | 1,251,788 | 1,251,788 | — | $3,118.20万 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $2,792.48万 | 0.89% | 5,842,000 | 540,000 | 10.2% | $258.12万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $2,680.62万 | 0.85% | 2,879,289 | -1,750,000 | -37.8% | -$1,629.25万 | 减仓 |
| IVVD | INVIVYD INC | $2,538.25万 | 0.81% | 19,525,000 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $2,437.84万 | 0.78% | 1,632,845 | 277,588 | 20.5% | $414.44万 | 加仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $1,938.33万 | 0.62% | 6,293,282 | 0 | 0.0% | — | 不变 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $1,665.00万 | 0.53% | 3,000,000 | 3,000,000 | — | $1,665.00万 | 新建仓 |
| XFOR | X4 PHARMACEUTICALS INC | $922.54万 | 0.29% | 2,233,742 | 0 | 0.0% | — | 不变 |
| — | IMMUNIC INC | $849.48万 | 0.27% | 7,652,972 | 0 | 0.0% | — | 不变 |
| OKUR | ONKURE THERAPEUTICS INC | $819.29万 | 0.26% | 1,978,972 | 1,978,972 | — | $819.29万 | 新建仓 |
| — | TSCAN THERAPEUTICS INC | $561.99万 | 0.18% | 5,564,290 | 338,216 | 6.5% | $34.16万 | 加仓 |
| — | IMAGENEBIO INC | $555.00万 | 0.18% | 1,110,002 | 307,900 | 38.4% | $153.95万 | 加仓 |
| TENX | TENAX THERAPEUTICS INC | $542.94万 | 0.17% | 339,549 | 0 | 0.0% | — | 不变 |
| — | MOLECULAR PARTNERS AG | $536.17万 | 0.17% | 1,353,968 | 0 | 0.0% | — | 不变 |
| IVA | INVENTIVA SA | $380.75万 | 0.12% | 686,040 | 0 | 0.0% | — | 不变 |
| — | ENGENE HOLDINGS INC | $248.64万 | 0.08% | 945,402 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -508,031 | -100.0% | -$6,851.05万 | 清仓 |
| — | REPARE THERAPEUTICS INC | $0 | 0.00% | 0 | -10,333,600 | -100.0% | -$2,686.74万 | 清仓 |
| — | PEPGEN INC | $0 | 0.00% | 0 | -1,915,000 | -100.0% | -$1,246.66万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC | $0 | 0.00% | 0 | -45,757 | -100.0% | -$835.71万 | 清仓 |