Mark Lampert: Stock Portfolio, Performance and Latest Trades
BVF Partners
13F portfolio value
$3.9B
44 holdings at Q2 2026
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Mark Lampert's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 14.2% | $35.43 | +431% | $188.12 | Added +3.8% | |
| 11.4% | $32.28 | +239% | $109.30 | Reduced −30% | |
Xoma Corp.98419J206 | 8.25% | $33.49 | — | — | Added +193% |
| 7.97% | $6.29 | +68.3% | $10.58 | No change | |
GH Research PLCGHRS | 5.95% | $20.14 | +1.5% | $20.45 | No change |
| 4.62% | $31.69 | −19.0% | $25.67 | Reduced −2.7% | |
| 4.27% | $44.94 | −9.2% | $40.80 | Reduced −6.6% | |
| 3.16% | $31.15 | +161% | $81.35 | Reduced −33% | |
Xencor Inc.XNCR | 2.94% | $17.12 | +43.1% | $24.50 | No change |
Alkermes PLCALKS | 2.89% | $31.60 | +26.9% | $40.11 | Added +7.7% |
| 2.76% | $8.29 | +24.5% | $10.32 | No change | |
| 2.68% | $20.31 | −23.9% | $15.46 | No change | |
| 2.63% | $33.84 | +288% | $131.34 | Reduced −30% | |
Zymeworks Inc.ZYME | 2.44% | $7.03 | +259% | $25.26 | Reduced −2.3% |
| 2.37% | $9.65 | +9.0% | $10.52 | No change | |
| 2.16% | $77.11 | −21.2% | $60.77 | Reduced −9.3% | |
| 2.13% | $21.96 | +9.1% | $23.95 | No change | |
| 1.69% | $36.73 | −78.7% | $7.82 | No change | |
Annexon Inc.ANNX | 1.27% | $2.79 | +43.4% | $4.00 | No change |
| 1.27% | $16.98 | −16.9% | $14.12 | No change | |
Ac Immune SAACIU | 1.21% | $4.31 | −40.8% | $2.55 | No change |
| 1.21% | $15.76 | +26.7% | $19.97 | Reduced −25% | |
| 1.06% | $18.07 | −15.2% | $15.32 | No change | |
| 1.05% | $32.08 | −9.3% | $29.09 | No change | |
| 0.98% | $11.94 | +12.5% | $13.43 | Added +27% | |
| 0.98% | $13.80 | −8.0% | $12.70 | No change | |
Q32 Bio Inc.QTTB | 0.77% | $12.74 | −36.5% | $8.09 | New |
| 0.76% | $5.74 | +15.4% | $6.63 | No change | |
| 0.73% | $5.91 | −66.3% | $1.99 | No change | |
Absci Corp.ABSI | 0.70% | $5.63 | +58.7% | $8.94 | New |
| 0.63% | $4.95 | −51.1% | $2.42 | No change | |
Invivyd Inc.IVVD | 0.63% | $1.83 | −61.7% | $0.70 | Added +44% |
| 0.49% | $6.80 | +31.2% | $8.92 | New | |
| 0.38% | $3.55 | −35.3% | $2.30 | Added +64% | |
Immunic Inc.IMUX | 0.30% | $12.33 | −38.7% | $7.56 | New |
| 0.27% | $3.42 | −18.4% | $2.79 | No change | |
| 0.17% | $11.38 | −62.6% | $4.26 | No change | |
| 0.14% | $2.33 | −90.2% | $0.228 | No change | |
| 0.14% | $10.43 | −1.2% | $10.30 | New | |
| 0.13% | $10.13 | −62.4% | $3.81 | No change | |
| 0.13% | $3.62 | — | — | No change | |
Entera Bio Ltd.ENTX | 0.11% | $1.25 | +99.8% | $2.50 | New |
| 0.07% | $13.36 | −75.1% | $3.32 | No change | |
| 0.01% | $0.2899 | −41.4% | $0.17 | New |
Mark Lampert's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
| Sold out | −1,981,100 | — | |
CG Oncology Inc.CGON | New | +1,884,191 | $82.7M |
Centessa Pharmaceuticals-Adr152309100 | Sold out | −8,774,570 | — |
| Reduced −36% | −1,660,000 | $109.9M | |
| Reduced −2.1% | −85,000 | $125M | |
| Sold out | −3,970,045 | — | |
| Sold out | −890,072 | — | |
| Added +70% | +1,921,599 | $76.4M | |
| Reduced −93% | −22,748,708 | $4M | |
| Reduced −21% | −324,493 | $4M | |
| Sold out | −1,508,416 | — | |
| Reduced −35% | −1,988,858 | $108.7M | |
Merus NVN5749R100 | Reduced −57% | −1,580,171 | $52.8M |
| Reduced −2.7% | −51,300 | $60M | |
| Sold out | −687,080 | — | |
Sutro Biopharma Inc.869367102 | Sold out | −3,347,946 | — |
Iteos Therapeutics Inc.46565G104 | Sold out | −1,259,476 | — |
Immunovant Inc.IMVT | Sold out | −300,000 | — |
Immunic Inc.4525EP101 | New | +8,902,972 | $11.8M |
| Reduced −33% | −566,737 | $51M | |
| Reduced −44% | −2,997,233 | $11.8M | |
| Sold out | −9,178,282 | — | |
Rain Therapeutics Inc.75082Q105 | Sold out | −3,526,729 | — |
| New | +917,826 | $4.2M | |
| Reduced −35% | −2,586,935 | $102.1M | |
Unicycive Therapeutics Inc.90466Y103 | Added +71% | +1,493,462 | $5M |
Allakos Inc.01671P100 | Added +94% | +8,000,000 | $20.9M |
| Reduced −74% | −1,009,541 | $643.3K | |
| Added +23% | +225,918 | $5.7M | |
Molecular Templates Inc.608550208 | Reduced −1.8% | −9,800 | $1.2M |
Mark Lampert's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Health Care | 91% |
| Other | 8.3% |
| Industrials | 0.7% |
Portfolio performance: Mark Lampert vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +46.1% | +7.9% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 53% of the portfolio value on average; the rest is left out of the return.
Mark Lampert's most traded stocks
Quarters with a buy or a sell, all reports since Q2 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 16 | 15 | |
| 14 | 15 | |
| 16 | 12 | |
| 12 | 13 | |
| 9 | 16 | |
| 13 | 11 | |
| 14 | 9 | |
| 14 | 9 | |
| 12 | 10 | |
| 9 | 13 | |
| 10 | 12 | |
| 13 | 9 | |
| 14 | 8 | |
| 8 | 13 | |
| 10 | 11 |