In Q2 2025, BVF Partners held 37 positions worth $2.7B. They initiated 2 new positions and exited 32. Their largest holding was MLTX ($932.3M). Portfolio value grew +14.6% versus the prior quarter.
Frequently asked questions
What stocks did BVF Partners own in Q2 2025?
BVF Partners held 37 biotech stocks in their 13F portfolio in Q2 2025. Their top positions include MLTX, KYMR, RVMD, PTGX, AXSM. 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 2025?
BVF Partners's tracked biotech portfolio was worth $2.7B across 37 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 2025?
BVF Partners initiated 2 new positions in Q2 2025, including IMCR, CBIO. They also increased 5 existing positions.
What did BVF Partners sell in Q2 2025?
BVF Partners fully exited 32 positions in Q2 2025, including VERV, ALLK, CTMX, VTGN, JANX and 27 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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