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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
KYMR Kymera Therapeutics Inc
| 14.61% | $458.321M 5.503M shares@ $83.3 avg price | |
MLTX Moonlake Immunotherapeutics
| 9.51% | $298.264M 16.001M shares@ $18.65 avg price | Decreased -18.98% |
RVMD Revolution Medicines Inc
| 8.86% | $277.822M 2.857M shares@ $97.26 avg price | Decreased -14.89% |
NKTR Nektar Therapeutics
| 5.87% | $184.163M 2.56M shares@ $71.95 avg price | Increased 64.12% |
GPCR Structure Therapeutics Inc
| 5.32% | $166.741M 3.459M shares@ $48.21 avg price | Decreased -0.56% |
MIRM Mirum Pharmaceuticals Inc
| 4.67% | $146.397M 1.585M shares@ $92.38 avg price | Increased 5.99% |
GHRS Gh Research Plc
| 3.88% | $121.621M 8.65M shares@ $14.06 avg price | Decreased -2.01% |
PVLA Palvella Therapeutics Inc
| 3.82% | $119.787M 960,989 shares@ $124.66 avg price | Increased 9.33% |
ZYME Zymeworks Inc
| 2.98% | $93.503M 3.734M shares@ $25.05 avg price | Decreased -5.19% |
XNCR Xencor Inc
| 2.75% | $86.033M 7.134M shares@ $12.06 avg price |
1-10 of 41