In Q2 2024, BVF Partners held 44 positions worth $3.3B. They initiated 3 new positions and exited 18. Their largest holding was MLTX ($956.4M). Portfolio value shrank -1.0% versus the prior quarter.
Frequently asked questions
What stocks did BVF Partners own in Q2 2024?
BVF Partners held 44 biotech stocks in their 13F portfolio in Q2 2024. Their top positions include MLTX, RVMD, KYMR, IONS, 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 Q2 2024?
BVF Partners's tracked biotech portfolio was worth $3.3B 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 2024?
BVF Partners initiated 3 new positions in Q2 2024, including CELC, AGIO, FHTX. They also increased 8 existing positions.
What did BVF Partners sell in Q2 2024?
BVF Partners fully exited 18 positions in Q2 2024, including LXRX, SNDX, CNTA, IMVT, ITOS and 13 more. They also trimmed 6 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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