BVF Partners Portfolio
13F Holdings & Position Changes — Last filed Aug 14, 2026
13F Holdings & Position Changes — Last filed Aug 14, 2026
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.
BVF Partners is a $6B biotech-focused hedge fund managed by Mark Lampert. As of their latest 13F filing (Q2 2026), the fund holds 43 positions worth $3.8B. This quarter they initiated 5 new positions and exited 43. Their largest holding is RVMD ($555.3M).
BVF initiated 5 new positions and increased 6 this quarter. Portfolio grew +26.1% to $3.8B. 198 upcoming catalysts across holdings. 16 insider buys detected in portfolio companies.
Portfolio Value (13F)
$3.8B
Holdings
43
Top 10 Concentration
67.4%
QoQ Change
+26.1%
Turnover
2.3%
Portfolio Value Trend
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| # | Ticker | Company | Change | Value | % of Portfolio | SI % Float ? | Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc. | Increased | $555.3M | 14.58% | 5.9% | |
| 2 | KYMR | Kymera Therapeutics Inc. | Decreased | $444.0M | 11.66% | 15.3% | |
| 3 | XOMAP | XOMA Royalty Corp. | Increased | $322.7M | 8.47% | — | |
| 4 | MLTX | MoonLake Immunotherapeutics | $311.5M | 8.18% | 13.0% | ||
| 5 | GHRS | GH Research PLC | $232.5M | 6.11% | 6.5% | ||
| 6 | GPCR | Structure Therapeutics Inc. | Decreased↓2Q | $180.7M | 4.74% | 14.5% | |
| 7 | NKTR | Nektar Therapeutics | Decreased | $166.9M | 4.38% | 22.5% | |
| 8 | MIRM | Mirum Pharmaceuticals Inc. | Decreased | $123.6M | 3.25% | 13.8% | |
| 9 | XNCR | Xencor Inc. | $114.9M | 3.02% | 31.2% | ||
| 10 | ALKS | Alkermes plc | Increased↑2Q | $112.9M | 2.96% | 14.7% |
Share changes reflect active decisions. Value changes include price moves.
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BVF Partners held 43 biotech stocks in their 13F portfolio this quarter. 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.
BVF Partners's tracked biotech portfolio is worth $3.8B across 43 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.
BVF Partners initiated 5 new positions this quarter, including QTTB, ABSI, SGMT, RACC, ENTX. They also increased 6 existing positions.
BVF Partners fully exited 43 positions this quarter, including CNTA, SNDX, GLMD, ANTX, ROIV and 38 more. They also trimmed 8 existing positions.
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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