BVF INC IL
Q2 2024 Form 13-F
SAN FRANCISCO, CALIFORNIA
CIK 0001056807
· Institutional investment manager
Consolidated report · includes
1 manager
since Q2 2013
$3.6B Reported Value Total
Reported value
$3.6B
Quarter over quarter
-7.6%
Holdings
60
Top-10 concentration
61.0%
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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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | August 14, 2024 |
| Form | 13F-HR |
| Reported value | $3.6B |
| Positions | 60 |
| Change in reported value | -1.9% |
| New positions | 6 |
| Exited positions | 8 |
| Position turnover | 20.6% |
| Top-10 concentration | 61.0% |
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 · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | $956.4M | 26.81% |
| 2 | RVMD REVOLUTION MEDICINES INC | $232.1M | 6.51% |
| 3 | KYMR KYMERA THERAPEUTICS INC | $154.1M | 4.32% |
| 4 | IONS IONIS PHARMACEUTICALS INC | $151.9M | 4.26% |
| 5 | MIRM MIRUM PHARMACEUTICALS INC | $149.4M | 4.19% |
| 6 | GHRS GH RESEARCH PLC | $121.3M | 3.4% |
| 7 | PTGX PROTAGONIST THERAPEUTICS INC | $115.0M | 3.22% |
| 8 | CGEM CULLINAN THERAPEUTICS INC | $100.3M | 2.81% |
| 9 | OLMA OLEMA PHARMACEUTICALS INC | $98.9M | 2.77% |
| 10 | GPCR STRUCTURE THERAPEUTICS INC | $97.7M | 2.74% |
| 11 | XOMA XOMA CORP DEL | $86.1M | 2.41% |
| 12 | KURA KURA ONCOLOGY INC | $84.0M | 2.36% |
| 13 | FDMT 4D MOLECULAR THERAPEUTICS IN | $82.3M | 2.31% |
| 14 | AXSM AXSOME THERAPEUTICS INC | $76.9M | 2.15% |
| 15 | CGON CG ONCOLOGY INC | $76.3M | 2.14% |
| 16 | MRUS MERUS N V | $75.7M | 2.12% |
| 17 | ACIU AC IMMUNE SA | $75.2M | 2.11% |
| 18 | TYRA TYRA BIOSCIENCES INC | $74.5M | 2.09% |
| 19 | ETNB 89BIO INC | $60.6M | 1.7% |
| 20 | CELC CELCUITY INC | $56.8M | 1.59% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.