In Q1 2023, BVF Partners held 48 positions worth $2.3B. They initiated 48 new positions. Their largest holding was MLTX ($465.3M).
Frequently asked questions
What stocks did BVF Partners own in Q1 2023?
BVF Partners held 48 biotech stocks in their 13F portfolio in Q1 2023. Their top positions include MLTX, KYMR, AXSM, RVMD, IONS. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was BVF Partners's portfolio worth in Q1 2023?
BVF Partners's tracked biotech portfolio was worth $2.3B across 48 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.
What did BVF Partners buy in Q1 2023?
BVF Partners initiated 48 new positions in Q1 2023, including MLTX, KYMR, AXSM, RVMD, IONS and 43 more. They also increased 0 existing positions.
What did BVF Partners sell in Q1 2023?
BVF Partners did not fully exit any positions in Q1 2023.
Is BVF Partners a biotech fund?
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.
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