BVF INC IL
Q3 2023 Form 13-F
SAN FRANCISCO, CALIFORNIA
CIK 0001056807
· Institutional investment manager
Consolidated report · includes
1 manager
since Q2 2013
$3.7B Reported Value Total
Reported value
$3.7B
Quarter over quarter
-3.4%
Holdings
69
Top-10 concentration
63.7%
Filing Structure
Reports holdings for
- BVF PARTNERS L P IL · File #028-06770 · since Q2 2013
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Mark N. Lampert
President
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q3 2023 13F record
Q3 2023 13F filing summary
| Period of report | September 30, 2023 |
|---|---|
| Filed | November 14, 2023 |
| Form | 13F-HR |
| Reported value | $3.7B |
| Positions | 69 |
| Change in reported value | +3.4% |
| New positions | 6 |
| Exited positions | 4 |
| Position turnover | 13.7% |
| Top-10 concentration | 63.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
44 | $3.9B |
|
Q1 2026 13F
Filed May 15, 2026
|
41 | $3.1B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
41 | $3.0B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
46 | $2.5B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
44 | $2.8B |
|
Q1 2025 13F
Filed May 15, 2025
|
51 | $2.5B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
53 | $3.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
55 | $3.4B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
60 | $3.6B |
|
Q1 2024 13F
Filed May 15, 2024
|
62 | $3.6B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
70 | $4.0B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
69 | $3.7B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
67 | $3.6B |
|
Q1 2023 13F
Filed May 15, 2023
|
72 | $2.7B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
78 | $2.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
80 | $2.4B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
79 | $2.1B |
|
Q1 2022 13F
Filed May 16, 2022
|
81 | $2.5B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
83 | $2.8B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
75 | $2.6B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | $1.2B | 33.43% |
| 2 | IONS IONIS PHARMACEUTICALS INC | $181.6M | 4.9% |
| 3 | AXSM AXSOME THERAPEUTICS INC | $148.9M | 4.02% |
| 4 | IDYA IDEAYA BIOSCIENCES INC | $142.5M | 3.84% |
| 5 | MIRM MIRUM PHARMACEUTICALS INC | $138.1M | 3.72% |
| 6 | OLMA OLEMA PHARMACEUTICALS INC | $112.8M | 3.04% |
| 7 | RVMD REVOLUTION MEDICINES INC | $110.2M | 2.97% |
| 8 | RPTX REPARE THERAPEUTICS INC | $100.2M | 2.7% |
| 9 | PTGX PROTAGONIST THERAPEUTICS INC | $95.8M | 2.58% |
| 10 | GHRS GH RESEARCH PLC | $93.2M | 2.51% |
| 11 | GPCR STRUCTURE THERAPEUTICS INC | $88.2M | 2.38% |
| 12 | PNT POINT BIOPHARMA GLOBAL INC | $70.5M | 1.9% |
| 13 | LKFT GALAPAGOS NV | $66.2M | 1.78% |
| 14 | KYMR KYMERA THERAPEUTICS INC | $65.9M | 1.78% |
| 15 | MRUS MERUS N V | $64.9M | 1.75% |
| 16 | XENE XENON PHARMACEUTICALS INC | $62.4M | 1.68% |
| 17 | KURA KURA ONCOLOGY INC | $61.4M | 1.66% |
| 18 | CNTA CENTESSA PHARMACEUTICALS PLC | $58.9M | 1.59% |
| 19 | XOMA XOMA CORP DEL | $51.2M | 1.38% |
| 20 | FDMT 4D MOLECULAR THERAPEUTICS IN | $51.0M | 1.38% |
Values as reported on the Q3 2023 Form 13F. Every position is in the holdings table below.