In Q2 2023, BVF Partners held 44 positions worth $3.2B. They initiated 1 new position and exited 5. Their largest holding was MLTX ($1.1B). Portfolio value grew +39.5% versus the prior quarter.
Frequently asked questions
What stocks did BVF Partners own in Q2 2023?
BVF Partners held 44 biotech stocks in their 13F portfolio in Q2 2023. Their top positions include MLTX, RVMD, AXSM, IDYA, 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 Q2 2023?
BVF Partners's tracked biotech portfolio was worth $3.2B across 44 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 Q2 2023?
BVF Partners initiated 1 new position in Q2 2023, including TCRX. They also increased 7 existing positions.
What did BVF Partners sell in Q2 2023?
BVF Partners fully exited 5 positions in Q2 2023, including SNDX, IMVT, GLMD, CRNX, WHWK. They also trimmed 2 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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