BVF Partners Portfolio
13F Holdings & Position Changes — Last filed May 15, 2026
13F Holdings & Position Changes — Last filed May 15, 2026
BVF Partners is a $6B biotech-focused hedge fund managed by Mark Lampert. As of their latest 13F filing (Q1 2026), the fund holds 40 positions worth $3.0B. This quarter they initiated 3 new positions and exited 41. Their largest holding is KYMR ($458.3M).
BVF initiated 3 new positions and increased 10 this quarter. Portfolio grew +5.9% to $3.0B. 179 upcoming catalysts across holdings.
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13F changes, conviction shifts, and catalyst alerts across all 20 specialist biotech funds — free Monday brief.
BVF Partners held 40 biotech stocks in their 13F portfolio this quarter. Their top positions include KYMR, MLTX, RVMD, NKTR, GPCR. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
BVF Partners's tracked biotech portfolio is worth $3.0B across 40 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.
BVF Partners initiated 3 new positions this quarter, including ALKS, AVR, OKUR. They also increased 10 existing positions.
BVF Partners fully exited 41 positions this quarter, including REPL, ETNB, RLAY, XENE, GLMD and 36 more. They also trimmed 11 existing positions.
Concentrated, value-oriented biotech fund that typically holds 15-25 positions. Lampert focuses on companies with underappreciated assets relative to their pipeline value, often building large positions and engaging constructively with management teams.