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Mark N. Lampert

Bvf Inc Il

Assets Managed
$3.139B
Holdings
41
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
5.67%(2Q avg: 13.05%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Bvf Inc Il's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Bvf Inc Il over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.139B in assets, with a quarterly growth rate of 5.67% and a 2-quarter average growth rate of 13.05%. The portfolio is managed by Mark N. Lampert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
KYMR
Kymera Therapeutics Inc
Recent Activity
14.61%
$458.321M
5.503M shares@ $83.3 avg price
MLTX
Moonlake Immunotherapeutics
Recent Activity
Decreased -18.98%
9.51%
$298.264M
16.001M shares@ $18.65 avg price
RVMD
Revolution Medicines Inc
Recent Activity
Decreased -14.89%
8.86%
$277.822M
2.857M shares@ $97.26 avg price
NKTR
Nektar Therapeutics
Recent Activity
Increased 64.12%
5.87%
$184.163M
2.56M shares@ $71.95 avg price
GPCR
Structure Therapeutics Inc
Recent Activity
Decreased -0.56%
5.32%
$166.741M
3.459M shares@ $48.21 avg price
MIRM
Mirum Pharmaceuticals Inc
Recent Activity
Increased 5.99%
4.67%
$146.397M
1.585M shares@ $92.38 avg price
GHRS
Gh Research Plc
Recent Activity
Decreased -2.01%
3.88%
$121.621M
8.65M shares@ $14.06 avg price
PVLA
Palvella Therapeutics Inc
Recent Activity
Increased 9.33%
3.82%
$119.787M
960,989 shares@ $124.66 avg price
ZYME
Zymeworks Inc
Recent Activity
Decreased -5.19%
2.98%
$93.503M
3.734M shares@ $25.05 avg price
XNCR
Xencor Inc
Recent Activity
2.75%
$86.033M
7.134M shares@ $12.06 avg price

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