BVF INC/IL
San Francisco CA · SEC CIK 0001056807
$39.11亿2026Q2 申报市值
44持仓数
65.6%前十大占比 · 第一大 14.2%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOMA ROYALTY COR 加仓+$2.13亿
QTTB 新建仓+$2,993.90万
ABSI 新建仓+$2,737.18万
RVMD 加仓+$2,029.70万
SGMT 新建仓+$1,932.50万
2026Q2 卖出最多 按季末市值估算
KYMR 减仓-$1.87亿
MIRM 减仓-$6,189.49万
PVLA 减仓-$4,404.27万
CMPX 清仓-$4,107.60万
SEPN 清仓-$3,251.86万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $5.55亿 | 14.20% | 2,965,160 | 108,378 | 3.8% | $2,029.70万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $4.44亿 | 11.35% | 3,872,052 | -1,630,658 | -29.6% | -$1.87亿 | 减仓 |
| — | XOMA ROYALTY CORPORATION | $3.23亿 | 8.25% | 7,593,303 | 5,003,000 | 193.1% | $2.13亿 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $3.12亿 | 7.97% | 16,001,284 | 0 | 0.0% | — | 不变 |
| GHRS | GH RESEARCH PLC | $2.33亿 | 5.95% | 8,650,158 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1.81亿 | 4.62% | 3,366,823 | -92,535 | -2.7% | -$496.64万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $1.67亿 | 4.27% | 2,391,075 | -168,520 | -6.6% | -$1,176.44万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1.24亿 | 3.16% | 1,056,027 | -528,700 | -33.4% | -$6,189.49万 | 减仓 |
| XNCR | XENCOR INC | $1.15亿 | 2.94% | 7,133,720 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $1.13亿 | 2.89% | 2,154,704 | 154,704 | 7.7% | $810.57万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1.08亿 | 2.76% | 4,460,886 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $1.05亿 | 2.68% | 5,750,683 | 0 | 0.0% | — | 不变 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $1.03亿 | 2.63% | 672,789 | -288,200 | -30.0% | -$4,404.27万 | 减仓 |
| ZYME | ZYMEWORKS INC | $9,538.86万 | 2.44% | 3,649,142 | -85,000 | -2.3% | -$222.19万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $9,265.01万 | 2.37% | 8,445,769 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $8,437.52万 | 2.16% | 1,153,612 | -118,700 | -9.3% | -$868.17万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $8,335.61万 | 2.13% | 2,547,557 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $6,625.16万 | 1.69% | 5,295,893 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $4,966.66万 | 1.27% | 8,698,173 | 0 | 0.0% | — | 不变 |
| CBIO | CRESCENT BIOPHARMA INC. | $4,947.77万 | 1.27% | 2,748,763 | 0 | 0.0% | — | 不变 |
| — | AC IMMUNE SA | $4,717.74万 | 1.21% | 19,822,436 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $4,714.97万 | 1.21% | 1,476,196 | -500,000 | -25.3% | -$1,597.00万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $4,155.94万 | 1.06% | 1,251,788 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $4,109.92万 | 1.05% | 1,294,463 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $3,835.61万 | 0.98% | 2,075,545 | 442,700 | 27.1% | $818.11万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $3,829.45万 | 0.98% | 2,879,289 | 0 | 0.0% | — | 不变 |
| QTTB | Q32 BIO INC | $2,993.90万 | 0.77% | 2,350,000 | 2,350,000 | — | $2,993.90万 | 新建仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $2,955.00万 | 0.76% | 3,000,000 | 0 | 0.0% | — | 不变 |
| FHTX | FOGHORN THERAPEUTICS INC | $2,850.90万 | 0.73% | 5,842,000 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $2,737.18万 | 0.70% | 2,361,674 | 2,361,674 | — | $2,737.18万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $2,479.55万 | 0.63% | 6,293,282 | 0 | 0.0% | — | 不变 |
| IVVD | INVIVYD INC | $2,457.11万 | 0.63% | 28,165,000 | 8,640,000 | 44.3% | $753.75万 | 加仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $1,932.50万 | 0.49% | 2,500,000 | 2,500,000 | — | $1,932.50万 | 新建仓 |
| OKUR | ONKURE THERAPEUTICS INC | $1,475.51万 | 0.38% | 3,235,778 | 1,256,806 | 63.5% | $573.10万 | 加仓 |
| IMUX | IMMUNIC INC | $1,176.26万 | 0.30% | 765,295 | 765,295 | — | $1,176.26万 | 新建仓 |
| XFOR | X4 PHARMACEUTICALS INC | $1,043.16万 | 0.27% | 2,233,742 | 0 | 0.0% | — | 不变 |
| — | IMAGENEBIO INC | $654.90万 | 0.17% | 1,110,002 | 0 | 0.0% | — | 不变 |
| — | TSCAN THERAPEUTICS INC | $545.36万 | 0.14% | 5,564,290 | 0 | 0.0% | — | 不变 |
| — | RESEARCH ALLIANCE CORP III | $535.00万 | 0.14% | 500,000 | 500,000 | — | $535.00万 | 新建仓 |
| — | MOLECULAR PARTNERS AG | $514.51万 | 0.13% | 1,353,968 | 0 | 0.0% | — | 不变 |
| TENX | TENAX THERAPEUTICS INC | $494.04万 | 0.13% | 339,549 | 0 | 0.0% | — | 不变 |
| — | ENTERA BIO LTD | $429.23万 | 0.11% | 2,425,000 | 2,425,000 | — | $429.23万 | 新建仓 |
| IVA | INVENTIVA SA | $259.32万 | 0.07% | 686,040 | 0 | 0.0% | — | 不变 |
| — | ENGENE THERAPEUTICS | $27.41万 | 0.01% | 945,402 | 945,402 | — | $27.41万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -7,764,842 | -100.0% | -$4,107.60万 | 清仓 |
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | -1,353,249 | -100.0% | -$3,251.86万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -7,652,972 | -100.0% | -$849.48万 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -945,402 | -100.0% | -$248.64万 | 清仓 |