In Q3 2024, BVF Partners held 43 positions worth $3.2B. They initiated 3 new positions and exited 22. Their largest holding was MLTX ($1.1B). Portfolio value shrank -1.6% versus the prior quarter.
Frequently asked questions
What stocks did BVF Partners own in Q3 2024?
BVF Partners held 43 biotech stocks in their 13F portfolio in Q3 2024. Their top positions include MLTX, KYMR, RVMD, MIRM, TYRA. 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 Q3 2024?
BVF Partners's tracked biotech portfolio was worth $3.2B 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 Q3 2024?
BVF Partners initiated 3 new positions in Q3 2024, including XNCR, AVTX, TENX. They also increased 4 existing positions.
What did BVF Partners sell in Q3 2024?
BVF Partners fully exited 22 positions in Q3 2024, including UNCY, ANTX, CRVS, SNDX, LXRX and 17 more. They also trimmed 10 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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