In Q1 2025, BVF Partners held 41 positions worth $2.4B. They exited 26. Their largest holding was MLTX ($771.7M). Portfolio value shrank -16.8% versus the prior quarter.
Frequently asked questions
What stocks did BVF Partners own in Q1 2025?
BVF Partners held 41 biotech stocks in their 13F portfolio in Q1 2025. Their top positions include MLTX, AXSM, RVMD, KYMR, MIRM. 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 2025?
BVF Partners's tracked biotech portfolio was worth $2.4B across 41 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 2025?
BVF Partners did not initiate any new positions in Q1 2025, but increased 13 existing holdings.
What did BVF Partners sell in Q1 2025?
BVF Partners fully exited 26 positions in Q1 2025, including SNDX, RZLT, JANX, VTGN, ETNB and 21 more. They also trimmed 5 existing positions.
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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