In Q3 2025, BVF Partners held 41 positions worth $2.2B. They initiated 7 new positions and exited 35. Their largest holding was KYMR ($311.5M). Portfolio value shrank -17.1% versus the prior quarter.
Frequently asked questions
What stocks did BVF Partners own in Q3 2025?
BVF Partners held 41 biotech stocks in their 13F portfolio in Q3 2025. Their top positions include KYMR, RVMD, PTGX, 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 Q3 2025?
BVF Partners's tracked biotech portfolio was worth $2.2B across 41 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 2025?
BVF Partners initiated 7 new positions in Q3 2025, including NKTR, AAVXF, STOK, CMPS, PEPG and 2 more. They also increased 5 existing positions.
What did BVF Partners sell in Q3 2025?
BVF Partners fully exited 35 positions in Q3 2025, including ACRS, JSPRW, GLMD, ROIV, UNCY and 30 more. They also trimmed 9 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.
Want AI analysis, insider signals, and catalyst overlays for BVF Partners?
View latest BVF Partnersportfolio →