BVF INC IL
Q2 2025 Form 13-F
SAN FRANCISCO, CALIFORNIA
CIK 0001056807
· Institutional investment manager
Consolidated report · includes
1 manager
since Q2 2013
$2.8B Reported Value Total
Reported value
$2.8B
Quarter over quarter
+15.8%
Holdings
44
Top-10 concentration
76.9%
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 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | August 14, 2025 |
| Form | 13F-HR |
| Reported value | $2.8B |
| Positions | 44 |
| Change in reported value | +14.1% |
| New positions | 3 |
| Exited positions | 10 |
| Position turnover | 24.1% |
| Top-10 concentration | 76.9% |
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 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | $932.3M | 33.31% |
| 2 | KYMR KYMERA THERAPEUTICS INC | $240.1M | 8.58% |
| 3 | RVMD REVOLUTION MEDICINES INC | $183.3M | 6.55% |
| 4 | PTGX PROTAGONIST THERAPEUTICS INC | $177.5M | 6.34% |
| 5 | AXSM AXSOME THERAPEUTICS INC | $176.4M | 6.3% |
| 6 | MIRM MIRUM PHARMACEUTICALS INC | $140.5M | 5.02% |
| 7 | GHRS GH RESEARCH PLC | $107.6M | 3.84% |
| 8 | IONS IONIS PHARMACEUTICALS INC | $75.6M | 2.7% |
| 9 | XOMA XOMA ROYALTY CORPORATION | $65.3M | 2.33% |
| 10 | ZYME ZYMEWORKS INC | $54.1M | 1.93% |
| 11 | SEPN SEPTERNA INC | $46.5M | 1.66% |
| 12 | CELC CELCUITY INC | $46.3M | 1.65% |
| 13 | KURA KURA ONCOLOGY INC | $44.7M | 1.6% |
| 14 | CGEM CULLINAN THERAPEUTICS INC | $43.3M | 1.55% |
| 15 | ACIU AC IMMUNE SA | $40.2M | 1.44% |
| 16 | CDTX CIDARA THERAPEUTICS INC | $38.3M | 1.37% |
| 17 | TYRA TYRA BIOSCIENCES INC | $37.7M | 1.35% |
| 18 | GPCR STRUCTURE THERAPEUTICS INC | $36.7M | 1.31% |
| 19 | IMCR IMMUNOCORE HLDGS PLC | $32.1M | 1.15% |
| 20 | GLUE MONTE ROSA THERAPEUTICS INC | $25.5M | 0.91% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.