In Q2 2026, BVF Partners held 43 positions worth $3.8B. They initiated 5 new positions and exited 43. Their largest holding was RVMD ($555.3M). Portfolio value grew +26.1% versus the prior quarter.
Frequently asked questions
What stocks did BVF Partners own in Q2 2026?
BVF Partners held 43 biotech stocks in their 13F portfolio in Q2 2026. Their top positions include RVMD, KYMR, XOMAP, MLTX, GHRS. 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 2026?
BVF Partners's tracked biotech portfolio was worth $3.8B across 43 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 2026?
BVF Partners initiated 5 new positions in Q2 2026, including QTTB, ABSI, SGMT, RACC, ENTX. They also increased 6 existing positions.
What did BVF Partners sell in Q2 2026?
BVF Partners fully exited 43 positions in Q2 2026, including CRVS, CNTA, SNDX, LXRX, PTGX and 38 more. They also trimmed 8 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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