Baker Bros. Advisors
Latest statistics and disclosures from Baker Bros. Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INCY, ONC, MDGL, INSM, ACAD, and represent 54.16% of Baker Bros. Advisors's stock portfolio.
- Added to shares of these 10 stocks: KYMR (+$156M), PRAX (+$129M), IONS (+$97M), KOD (+$73M), CRNX (+$64M), ALKS (+$54M), SMMT (+$47M), GRAL (+$39M), ROIV (+$39M), TERN (+$38M).
- Started 9 new stock positions in TERN, DYN, FDMT, JBIO, RCUS, ABSI, CNTA, BCRX, MPLT.
- Reduced shares in these 10 stocks: MRUS (-$54M), NTLA (-$47M), STOK (-$41M), RNA (-$27M), PCVX (-$23M), CDTX (-$22M), INSM (-$19M), EWTX (-$18M), AKRO (-$15M), ACLX (-$14M).
- Sold out of its positions in AGIO, AKRO, ACLX, RNA, CDTX, GBIO, HRTX, NTLA, MBX, OPTEY. PCVX, VKTX, VYNE, MRUS.
- Baker Bros. Advisors was a net buyer of stock by $617M.
- Baker Bros. Advisors has $17B in assets under management (AUM), dropping by 23.41%.
- Central Index Key (CIK): 0001263508
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Portfolio Holdings for Baker Bros. Advisors
Baker Bros. Advisors holds 86 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Incyte Corporation (INCY) | 17.8 | $3.0B | 31M | 98.77 |
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| BeOne Medicines Sponsored Ads (ONC) | 15.7 | $2.7B | 8.8M | 303.81 |
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| Madrigal Pharmaceuticals (MDGL) | 7.3 | $1.2B | 2.1M | 582.34 |
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| Insmed Incorporated Com Par $.01 (INSM) | 6.7 | $1.1B | 6.6M | 174.04 |
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| ACADIA Pharmaceuticals (ACAD) | 6.7 | $1.1B | 43M | 26.71 |
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| Celcuity (CELC) | 4.6 | $790M | 7.9M | 99.74 |
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| Revolution Medicines (RVMD) | 4.4 | $753M | 9.5M | 79.65 |
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| Kymera Therapeutics (KYMR) | 3.9 | $674M | +30% | 8.7M | 77.81 |
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| Summit Therapeutics (SMMT) | 3.7 | $637M | +7% | 36M | 17.49 |
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| Rhythm Pharmaceuticals (RYTM) | 3.5 | $600M | 5.6M | 107.04 |
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| Kodiak Sciences (KOD) | 3.3 | $557M | +15% | 20M | 27.96 |
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| Praxis Precision Medicines I (PRAX) | 1.9 | $332M | +63% | 1.1M | 294.74 |
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| Alkermes SHS (ALKS) | 1.6 | $280M | +23% | 10M | 27.98 |
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| Grail (GRAL) | 1.0 | $179M | +27% | 2.1M | 85.59 |
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| Edgewise Therapeutics (EWTX) | 1.0 | $163M | -9% | 6.6M | 24.82 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.8 | $144M | +30% | 2.2M | 66.39 |
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| Ionis Pharmaceuticals (IONS) | 0.8 | $142M | +216% | 1.8M | 79.11 |
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| Immunovant (IMVT) | 0.8 | $139M | 5.5M | 25.42 |
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| Immatics SHS (IMTX) | 0.7 | $127M | 12M | 10.50 |
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| Ideaya Biosciences (IDYA) | 0.7 | $125M | +10% | 3.6M | 34.57 |
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| Roivant Sciences SHS (ROIV) | 0.7 | $121M | +47% | 5.6M | 21.70 |
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| Abivax Sponsored Ads (ABVX) | 0.7 | $118M | 876k | 134.85 |
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| Kiniksa Pharmaceuticals International Ord Shs Cl A (KNSA) | 0.7 | $117M | 2.8M | 41.25 |
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| Replimune Group (REPL) | 0.6 | $107M | 11M | 9.72 |
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| Stoke Therapeutics (STOK) | 0.6 | $106M | -27% | 3.3M | 31.74 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.6 | $100M | -7% | 1.4M | 69.55 |
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| Abcellera Biologics (ABCL) | 0.6 | $94M | 28M | 3.42 |
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| Nurix Therapeutics (NRIX) | 0.5 | $88M | +20% | 4.7M | 18.97 |
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| Immunocore Holdings Ads (IMCR) | 0.5 | $81M | 2.3M | 34.71 |
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| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.5 | $77M | 11M | 7.08 |
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| Crinetics Pharmaceuticals In (CRNX) | 0.4 | $77M | +488% | 1.6M | 46.55 |
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| Monte Rosa Therapeutics (GLUE) | 0.4 | $68M | -11% | 4.3M | 15.68 |
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| Celcuity Note 2.75% 8/1/2031 (Principal) | 0.4 | $67M | 31M | 2.17 |
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| Ultragenyx Pharmaceutical (RARE) | 0.4 | $64M | 2.8M | 23.00 |
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| Denali Therapeutics (DNLI) | 0.4 | $62M | 3.7M | 16.51 |
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| Miragen Therapeutics (VRDN) | 0.4 | $61M | +13% | 2.0M | 31.12 |
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| Entrada Therapeutics (TRDA) | 0.3 | $52M | +4% | 5.1M | 10.28 |
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| Rapport Therapeutics (RAPP) | 0.3 | $47M | 1.5M | 30.34 |
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| Terns Pharmaceuticals (TERN) | 0.2 | $38M | NEW | 950k | 40.40 |
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| BioNTech SE Sponsored Ads (BNTX) | 0.2 | $35M | 369k | 95.20 |
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| Aeglea Biotherapeutics (SYRE) | 0.2 | $33M | 1.0M | 32.76 |
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| Dianthus Therapeutics (DNTH) | 0.2 | $33M | 790k | 41.21 |
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| Prelude Therapeutics (PRLD) | 0.2 | $29M | 10M | 2.90 |
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| DBV Technologies Sponsored Ads (DBVT) | 0.2 | $28M | 1.5M | 19.17 |
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| Disc Medicine (IRON) | 0.2 | $27M | 337k | 79.41 |
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| Jade Biosciences (JBIO) | 0.1 | $25M | NEW | 1.6M | 15.43 |
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| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $22M | 4.0M | 5.50 |
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| BioCryst Pharmaceuticals (BCRX) | 0.1 | $22M | NEW | 2.8M | 7.80 |
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| Ventyx Biosciences (VTYX) | 0.1 | $21M | +129% | 2.3M | 9.03 |
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| argenx SE Sponsored Adr (ARGX) | 0.1 | $21M | -33% | 25k | 840.95 |
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| Design Therapeutics (DSGN) | 0.1 | $21M | +30% | 2.2M | 9.38 |
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| Cerus Corporation (CERS) | 0.1 | $21M | 10M | 2.06 |
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| Neurogene (NGNE) | 0.1 | $20M | 992k | 20.60 |
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| Tectonic Therapeutic (TECX) | 0.1 | $19M | +803% | 903k | 20.86 |
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| Cytomx Therapeutics (CTMX) | 0.1 | $18M | 4.3M | 4.26 |
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| Celldex Therapeutics (CLDX) | 0.1 | $18M | 665k | 27.16 |
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| Xencor (XNCR) | 0.1 | $17M | 1.1M | 15.31 |
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| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.1 | $17M | NEW | 671k | 25.01 |
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| Xenon Pharmaceuticals (XENE) | 0.1 | $17M | 370k | 44.82 |
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| Sionna Therapeutics (SION) | 0.1 | $17M | 400k | 41.14 |
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| Contineum Therapeutics Cl A (CTNM) | 0.1 | $16M | +1729% | 1.4M | 11.43 |
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| Sera Prognostics Class A Com (SERA) | 0.1 | $16M | 5.5M | 2.95 |
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| Dyne Therapeutics (DYN) | 0.1 | $16M | NEW | 813k | 19.56 |
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| Alumis (ALMS) | 0.1 | $15M | 1.6M | 9.76 |
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| Nuvalent Inc-a (NUVL) | 0.1 | $15M | 144k | 100.59 |
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| Pharvaris N V (PHVS) | 0.1 | $10M | 375k | 27.75 |
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| Relay Therapeutics (RLAY) | 0.1 | $9.8M | 1.2M | 8.46 |
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| Absci Corp (ABSI) | 0.0 | $7.5M | NEW | 2.1M | 3.49 |
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| Arcus Biosciences Incorporated (RCUS) | 0.0 | $6.4M | NEW | 270k | 23.83 |
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| Maplight Therapeutics (MPLT) | 0.0 | $6.4M | NEW | 365k | 17.57 |
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| vTv Therapeutics Cl A (VTVT) | 0.0 | $5.9M | 148k | 39.99 |
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| Wave Life Sciences SHS (WVE) | 0.0 | $5.8M | 344k | 17.00 |
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| Sagimet Biosciences Com Ser A (SGMT) | 0.0 | $5.6M | 953k | 5.92 |
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| Protara Therapeutics Com Stk (TARA) | 0.0 | $5.2M | +80% | 972k | 5.33 |
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| LB Pharmaceuticals Com Shs (LBRX) | 0.0 | $4.5M | 200k | 22.26 |
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| Enliven Therapeutics (ELVN) | 0.0 | $4.2M | +136% | 271k | 15.40 |
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| 4d Molecular Therapeutics In (FDMT) | 0.0 | $3.6M | NEW | 476k | 7.50 |
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| Vir Biotechnology (VIR) | 0.0 | $3.3M | 543k | 6.03 |
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| Tscan Therapeutics (TCRX) | 0.0 | $2.8M | 2.8M | 1.00 |
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| Sana Biotechnology (SANA) | 0.0 | $1.3M | -84% | 311k | 4.07 |
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| Skye Bioscience (SKYE) | 0.0 | $1.1M | 1.5M | 0.75 |
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| Kala Pharmaceuticals (KALA) | 0.0 | $1.0M | +83% | 1.8M | 0.56 |
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| Aligos Therapeutics (ALGS) | 0.0 | $774k | 83k | 9.32 |
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| Tyra Biosciences (TYRA) | 0.0 | $279k | 11k | 26.29 |
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| Acrivon Therapeutics Common Stock (ACRV) | 0.0 | $55k | 23k | 2.41 |
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| Surrozen W Exp 8/11/2026 (SRZNW) | 0.0 | $17k | 833k | 0.02 |
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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 Q4 filed Feb. 17, 2026
- 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