BVF Inc’s Lakefront Biotherapeutics American Depositary Shares LKFT Stock Holding History

BVF Inc’s Portfolio LKFT Stock Details LKFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,454,422	Closed	-$36.5M	–	47
2025 Q1	$36.5M	Sell	1,454,422 -115,000	-7%	-$2.91M	1.49%	15
2024 Q4	$43.2M	Hold	1,569,422	–	–	1.46%	17
2024 Q3	$45.2M	Hold	1,569,422	–	–	1.32%	24
2024 Q2	$38.9M	Sell	1,569,422 -294,387	-16%	-$8.35M	1.09%	26
2024 Q1	$60M	Sell	1,863,809 -51,300	-3%	-$1.91M	1.65%	17
2023 Q4	$77.8M	Hold	1,915,109	–	–	1.95%	11
2023 Q3	$66.2M	Sell	1,915,109 -250,000	-12%	-$9.7M	1.78%	13
2023 Q2	$88M	Hold	2,165,109	–	–	2.45%	10
2023 Q1	$83.7M	Buy	2,165,109 +2,065,109	+2,065%	+$84.9M	3.06%	7
2022 Q4	$4.44M	Buy	+100,000	New	+$4.21M	0.19%	60
2022 Q2	–	Sell	-1,046,283	Closed	-$64.9M	–	83
2022 Q1	$64.9M	Sell	1,046,283 -110,110	-10%	-$6.74M	2.6%	12
2021 Q4	$63.8M	Buy	1,156,393 +36,660	+3%	+$1.91M	2.31%	14
2021 Q3	$58.9M	Buy	+1,119,733	New	+$66.5M	2.3%	13
2020 Q2	–	Sell	-7,674	Closed	-$1.5M	–	60
2020 Q1	$1.5M	Buy	+7,674	New	+$1.65M	0.14%	52
2019 Q4	–	Sell	-305,076	Closed	-$46.6M	–	58
2019 Q3	$46.6M	Buy	+305,076	New	+$50M	4.89%	6

Other funds holding LKFT

Gilead Sciences Foster City, California $1.46B AUM 71.23% 1-Year Est. Return

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BVF Inc's LKFT Position: Q2 2025 in Review

BVF Inc sold out of Lakefront Biotherapeutics American Depositary Shares (LKFT) in Q2 2025, closing a stake of 1,454,422 shares — an estimated $36.5M sold.

BVF Inc first reported a position in LKFT in Q3 2019 and held it in 15 quarters. The position peaked at $88M in Q2 2023. 85 funds tracked by Wall St. Rank hold LKFT as of Q2 2025.

BVF Inc reported no remaining Lakefront Biotherapeutics American Depositary Shares position as of Q2 2025 after selling out during the quarter.
BVF Inc sold 1,454,422 Lakefront Biotherapeutics American Depositary Shares shares in Q2 2025, an estimated $36.5M.
BVF Inc first reported a position in Lakefront Biotherapeutics American Depositary Shares in Q3 2019 and held it in 15 quarters.
BVF Inc's Lakefront Biotherapeutics American Depositary Shares position peaked at $88M in Q2 2023.
85 funds tracked by Wall St. Rank held Lakefront Biotherapeutics American Depositary Shares as of Q2 2025.

Based on BVF Inc's 13F filing for Q2 2025, filed 14 Aug 2025.