In Q4 2023, BVF Partners held 51 positions worth $3.7B. They initiated 5 new positions and exited 7. Their largest holding was MLTX ($1.3B). Portfolio value grew +9.7% versus the prior quarter.
Frequently asked questions
What stocks did BVF Partners own in Q4 2023?
BVF Partners held 51 biotech stocks in their 13F portfolio in Q4 2023. Their top positions include MLTX, RVMD, AXSM, PTGX, KYMR. 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 Q4 2023?
BVF Partners's tracked biotech portfolio was worth $3.7B across 51 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 Q4 2023?
BVF Partners initiated 5 new positions in Q4 2023, including ANNX, ENGNW, SYRE, VTGN, SABSW. They also increased 9 existing positions.
What did BVF Partners sell in Q4 2023?
BVF Partners fully exited 7 positions in Q4 2023, including WHWK, REPL, GLMD, CRNX, JSPRW and 2 more. They also trimmed 7 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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