Baker Bros. Advisors
Latest statistics and disclosures from Baker Bros. Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ONC, INCY, MDGL, INSM, ACAD, and represent 61.19% of Baker Bros. Advisors's stock portfolio.
- Added to shares of these 10 stocks: CELC (+$122M), MDGL (+$76M), ABVX (+$74M), ALKS (+$50M), Celcuity (+$41M), IONS (+$37M), IDYA (+$32M), RAPP (+$30M), RNA (+$27M), ARWR (+$25M).
- Started 12 new stock positions in RNA, Lb Pharmaceuticals, PHVS, IONS, HRTX, GBIO, VYNE, VKTX, Celcuity, MBX. VTYX, ABVX.
- Reduced shares in these 10 stocks: INSM (-$145M), GPCR (-$27M), VRNA (-$21M), VERV (-$19M), BPMC (-$16M), IGMS, CERS, FATE, CTNM, CADL.
- Sold out of its positions in BPMC, CADL, FATE, Generation Bio, HOOK, IGMS, NMRA, RCKT, VRNA, VERV.
- Baker Bros. Advisors was a net buyer of stock by $339M.
- Baker Bros. Advisors has $14B in assets under management (AUM), dropping by 34.25%.
- Central Index Key (CIK): 0001263508
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Portfolio Holdings for Baker Bros. Advisors
Baker Bros. Advisors holds 91 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| BeOne Medicines Sponsored Ads (ONC) | 21.7 | $3.0B | 8.8M | 340.70 |
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| Incyte Corporation (INCY) | 18.8 | $2.6B | 31M | 84.81 |
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| Madrigal Pharmaceuticals (MDGL) | 7.1 | $982M | +8% | 2.1M | 458.66 |
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| Insmed Incorporated Com Par $.01 (INSM) | 7.0 | $965M | -13% | 6.7M | 144.01 |
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| ACADIA Pharmaceuticals (ACAD) | 6.6 | $915M | 43M | 21.34 |
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| Summit Therapeutics (SMMT) | 5.0 | $697M | 34M | 20.66 |
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| Rhythm Pharmaceuticals (RYTM) | 4.1 | $566M | 5.6M | 100.99 |
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| Revolution Medicines (RVMD) | 3.2 | $442M | 9.5M | 46.70 |
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| Celcuity (CELC) | 2.8 | $391M | +45% | 7.9M | 49.40 |
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| Kymera Therapeutics (KYMR) | 2.7 | $377M | 6.7M | 56.60 |
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| Kodiak Sciences (KOD) | 2.0 | $283M | 17M | 16.37 |
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| Alkermes SHS (ALKS) | 1.8 | $243M | +26% | 8.1M | 30.00 |
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| Abcellera Biologics (ABCL) | 1.0 | $139M | 28M | 5.03 |
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| Edgewise Therapeutics (EWTX) | 0.9 | $119M | 7.3M | 16.22 |
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| Kiniksa Pharmaceuticals International Ord Shs Cl A (KNSA) | 0.8 | $110M | 2.8M | 38.83 |
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| Stoke Therapeutics (STOK) | 0.8 | $109M | 4.6M | 23.50 |
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| Immatics SHS (IMTX) | 0.7 | $103M | +18% | 12M | 8.52 |
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| Grail (GRAL) | 0.7 | $96M | 1.6M | 59.13 |
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| Ideaya Biosciences (IDYA) | 0.6 | $89M | +54% | 3.3M | 27.21 |
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| Immunovant (IMVT) | 0.6 | $88M | 5.5M | 16.12 |
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| Immunocore Holdings Ads (IMCR) | 0.6 | $84M | 2.3M | 36.33 |
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| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.6 | $84M | 11M | 7.74 |
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| Ultragenyx Pharmaceutical (RARE) | 0.6 | $83M | 2.8M | 30.08 |
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| Abivax Sponsored Ads (ABVX) | 0.5 | $74M | NEW | 876k | 84.90 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $58M | +77% | 1.7M | 34.49 |
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| Roivant Sciences SHS (ROIV) | 0.4 | $57M | 3.8M | 15.13 |
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| Denali Therapeutics (DNLI) | 0.4 | $54M | 3.7M | 14.52 |
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| Merus N V (MRUS) | 0.4 | $54M | 574k | 94.15 |
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| Intellia Therapeutics (NTLA) | 0.3 | $47M | +2% | 2.7M | 17.27 |
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| Replimune Group (REPL) | 0.3 | $46M | 11M | 4.19 |
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| Rapport Therapeutics (RAPP) | 0.3 | $46M | +181% | 1.5M | 29.70 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.3 | $44M | -37% | 1.6M | 28.00 |
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| Celcuity Note 2.75% 8/1/2031 (Principal) | 0.3 | $41M | NEW | 31M | 1.33 |
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| Miragen Therapeutics (VRDN) | 0.3 | $38M | 1.7M | 21.58 |
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| Ionis Pharmaceuticals (IONS) | 0.3 | $37M | NEW | 567k | 65.42 |
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| Praxis Precision Medicines I (PRAX) | 0.3 | $37M | 690k | 53.00 |
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| Monte Rosa Therapeutics (GLUE) | 0.3 | $36M | 4.9M | 7.41 |
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| BioNTech SE Sponsored Ads (BNTX) | 0.3 | $36M | 369k | 98.62 |
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| Nurix Therapeutics (NRIX) | 0.3 | $36M | 3.9M | 9.24 |
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| Dianthus Therapeutics (DNTH) | 0.2 | $31M | 790k | 39.35 |
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| Entrada Therapeutics (TRDA) | 0.2 | $28M | 4.9M | 5.80 |
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| argenx SE Sponsored Adr (ARGX) | 0.2 | $28M | 38k | 737.56 |
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| Avidity Biosciences Ord (RNA) | 0.2 | $27M | NEW | 625k | 43.57 |
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| Vaxcyte (PCVX) | 0.2 | $23M | 641k | 36.02 |
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| Disc Medicine (IRON) | 0.2 | $22M | 337k | 66.08 |
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| Cidara Therapeutics (CDTX) | 0.2 | $22M | 227k | 95.76 |
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| Celldex Therapeutics (CLDX) | 0.1 | $17M | 665k | 25.87 |
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| Neurogene (NGNE) | 0.1 | $17M | 992k | 17.33 |
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| Sera Prognostics Class A Com (SERA) | 0.1 | $17M | 5.5M | 3.06 |
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| Aeglea Biotherapeutics (SYRE) | 0.1 | $17M | +59% | 1.0M | 16.76 |
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| Cerus Corporation (CERS) | 0.1 | $16M | -22% | 10M | 1.59 |
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| Akero Therapeutics (AKRO) | 0.1 | $15M | 325k | 47.48 |
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| Xenon Pharmaceuticals (XENE) | 0.1 | $15M | 370k | 40.15 |
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| DBV Technologies Sponsored Ads (DBVT) | 0.1 | $15M | 1.5M | 10.00 |
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| Prelude Therapeutics (PRLD) | 0.1 | $15M | 10M | 1.44 |
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| Arcellx Common Stock (ACLX) | 0.1 | $14M | 167k | 82.10 |
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| Cytomx Therapeutics (CTMX) | 0.1 | $14M | +22% | 4.3M | 3.19 |
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| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $13M | 4.0M | 3.27 |
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| Xencor (XNCR) | 0.1 | $13M | +64% | 1.1M | 11.73 |
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| Design Therapeutics (DSGN) | 0.1 | $13M | 1.7M | 7.53 |
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| Nuvalent Inc-a (NUVL) | 0.1 | $12M | 144k | 86.48 |
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| Sionna Therapeutics (SION) | 0.1 | $12M | 400k | 29.41 |
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| Crinetics Pharmaceuticals In (CRNX) | 0.1 | $12M | 280k | 41.65 |
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| Viking Therapeutics (VKTX) | 0.1 | $9.6M | NEW | 366k | 26.28 |
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| Pharvaris N V (PHVS) | 0.1 | $9.4M | NEW | 375k | 24.95 |
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| Agios Pharmaceuticals (AGIO) | 0.1 | $7.6M | 190k | 40.14 |
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| Sana Biotechnology (SANA) | 0.1 | $7.2M | 2.0M | 3.55 |
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| Sagimet Biosciences Com Ser A (SGMT) | 0.0 | $6.5M | 953k | 6.86 |
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| Alumis (ALMS) | 0.0 | $6.2M | 1.6M | 3.99 |
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| Relay Therapeutics (RLAY) | 0.0 | $6.1M | 1.2M | 5.22 |
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| Skye Bioscience (SKYE) | 0.0 | $5.7M | 1.5M | 3.93 |
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| Heron Therapeutics (HRTX) | 0.0 | $5.4M | NEW | 4.3M | 1.26 |
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| Tscan Therapeutics (TCRX) | 0.0 | $5.1M | 2.8M | 1.82 |
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| Mbx Biosciences (MBX) | 0.0 | $4.9M | NEW | 278k | 17.50 |
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| vTv Therapeutics Cl A (VTVT) | 0.0 | $3.5M | +52% | 148k | 23.35 |
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| Ventyx Biosciences (VTYX) | 0.0 | $3.2M | NEW | 1.0M | 3.11 |
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| LB Pharmaceuticals Com Shs | 0.0 | $3.2M | NEW | 200k | 15.79 |
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| Vir Biotechnology (VIR) | 0.0 | $3.1M | 543k | 5.71 |
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| Wave Life Sciences SHS (WVE) | 0.0 | $2.5M | 344k | 7.32 |
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| Enliven Therapeutics (ELVN) | 0.0 | $2.4M | 115k | 20.47 |
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| Protara Therapeutics Com Stk (TARA) | 0.0 | $2.3M | 537k | 4.35 |
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| Tectonic Therapeutic (TECX) | 0.0 | $1.6M | 100k | 15.69 |
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| Kala Pharmaceuticals (KALA) | 0.0 | $1.5M | -18% | 985k | 1.53 |
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| Generation Bio (GBIO) | 0.0 | $1.2M | NEW | 195k | 6.12 |
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| Contineum Therapeutics Cl A (CTNM) | 0.0 | $913k | -75% | 78k | 11.75 |
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| Aligos Therapeutics (ALGS) | 0.0 | $814k | 83k | 9.80 |
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| Vyne Therapeutics (VYNE) | 0.0 | $285k | NEW | 851k | 0.34 |
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| Tyra Biosciences (TYRA) | 0.0 | $148k | 11k | 13.99 |
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| Acrivon Therapeutics Common Stock (ACRV) | 0.0 | $41k | 23k | 1.81 |
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| Surrozen W Exp 8/11/2026 (SRZNW) | 0.0 | $15k | 833k | 0.02 |
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| Opthea Sponsored Ads (OPT) | 0.0 | $0 | 2.1M | 0.00 |
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Past Filings by Baker Bros. Advisors
SEC 13F filings are viewable for Baker Bros. Advisors going back to 2010
- Baker Bros. Advisors 2025 Q3 filed Nov. 14, 2025
- Baker Bros. Advisors 2025 Q2 filed Aug. 14, 2025
- Baker Bros. Advisors 2025 Q1 filed May 15, 2025
- Baker Bros. Advisors 2024 Q4 filed Feb. 14, 2025
- Baker Bros. Advisors 2024 Q3 filed Nov. 14, 2024
- Baker Bros. Advisors 2024 Q2 filed Aug. 14, 2024
- Baker Bros. Advisors 2024 Q1 filed May 15, 2024
- Baker Bros. Advisors 2023 Q4 filed Feb. 14, 2024
- Baker Bros. Advisors 2023 Q3 filed Nov. 14, 2023
- Baker Bros. Advisors 2023 Q2 filed Aug. 14, 2023
- Baker Bros. Advisors 2023 Q1 filed May 15, 2023
- Baker Bros. Advisors 2022 Q4 filed Feb. 14, 2023
- Baker Bros. Advisors 2022 Q3 filed Nov. 14, 2022
- Baker Bros. Advisors 2022 Q2 filed Aug. 15, 2022
- Baker Bros. Advisors 2022 Q1 filed May 16, 2022
- Baker Bros. Advisors 2021 Q4 filed Feb. 14, 2022