Baker Bros. Advisors
Latest statistics and disclosures from Baker Bros. Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INCY, ONC, RVMD, MDGL, ACAD, and represent 51.99% of Baker Bros. Advisors's stock portfolio.
- Added to shares of these 10 stocks: RVMD (+$354M), INSM (+$147M), IDYA (+$40M), FTH (+$32M), RLAY (+$31M), ABCL (+$22M), CLDX (+$19M), CYTK (+$18M), NTLA (+$16M), Parabilis Medicines (+$14M).
- Started 8 new stock positions in IMNM, FTH, NTLA, TNGX, Parabilis Medicines, AVTX, CYTK, Avalyn Pharma.
- Reduced shares in these 10 stocks: EWTX (-$117M), ABVX (-$98M), SMMT (-$53M), SYRE (-$50M), Centessa Pharmaceuticals (-$27M), IMCR (-$22M), CTNM (-$19M), ARGX (-$18M), IMTX (-$14M), CMPS (-$13M).
- Sold out of its positions in ABVX, SYRE, ARGX, Centessa Pharmaceuticals, CMPS, CTNM, IMCR, PHVS.
- Baker Bros. Advisors was a net buyer of stock by $292M.
- Baker Bros. Advisors has $20B in assets under management (AUM), dropping by 14.58%.
- Central Index Key (CIK): 0001263508
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Portfolio Holdings for Baker Bros. Advisors
Baker Bros. Advisors holds 84 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Incyte Corporation (INCY) | 17.5 | $3.5B | 31M | 113.36 |
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| BeOne Medicines Sponsored Ads (ONC) | 12.6 | $2.5B | 8.8M | 284.97 |
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| Revolution Medicines (RVMD) | 10.7 | $2.1B | +19% | 11M | 187.28 |
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| Madrigal Pharmaceuticals (MDGL) | 5.8 | $1.2B | 2.1M | 536.95 |
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| ACADIA Pharmaceuticals (ACAD) | 5.4 | $1.1B | 43M | 25.30 |
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| Kymera Therapeutics (KYMR) | 5.0 | $993M | 8.7M | 114.67 |
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| Insmed Incorporated Com Par $.01 (INSM) | 4.7 | $938M | +18% | 8.8M | 106.62 |
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| Celcuity (CELC) | 4.2 | $828M | 7.9M | 104.62 |
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| Kodiak Sciences (KOD) | 3.9 | $776M | 20M | 38.96 |
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| Rhythm Pharmaceuticals (RYTM) | 3.1 | $622M | 5.6M | 111.03 |
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| Praxis Precision Medicines I (PRAX) | 2.9 | $587M | 1.8M | 334.79 |
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| Alkermes SHS (ALKS) | 2.6 | $525M | 10M | 52.40 |
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| Summit Therapeutics (SMMT) | 2.4 | $478M | -9% | 33M | 14.57 |
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| Grail (GRAL) | 1.4 | $275M | 4.0M | 68.27 |
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| Abcellera Biologics (ABCL) | 1.3 | $259M | +9% | 33M | 7.85 |
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| Immunovant (IMVT) | 1.0 | $209M | 5.4M | 38.53 |
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| Ideaya Biosciences (IDYA) | 0.9 | $187M | +26% | 5.0M | 37.27 |
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| Kiniksa Pharmaceuticals International Ord Shs Cl A (KNSA) | 0.9 | $181M | 2.8M | 63.95 |
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| Roivant Sciences SHS (ROIV) | 0.8 | $167M | -3% | 4.7M | 35.39 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.8 | $162M | 2.0M | 81.51 |
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| Ionis Pharmaceuticals (IONS) | 0.8 | $162M | 2.0M | 79.29 |
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| Edgewise Therapeutics (EWTX) | 0.8 | $150M | -43% | 3.7M | 40.63 |
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| Replimune Group (REPL) | 0.6 | $122M | 11M | 11.07 |
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| Nurix Therapeutics (NRIX) | 0.6 | $113M | 4.7M | 24.26 |
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| Stoke Therapeutics (STOK) | 0.5 | $109M | 3.3M | 32.72 |
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| Monte Rosa Therapeutics (GLUE) | 0.5 | $105M | 4.3M | 24.20 |
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| Immatics SHS (IMTX) | 0.5 | $96M | -12% | 9.5M | 10.13 |
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| Denali Therapeutics (DNLI) | 0.5 | $96M | 3.7M | 25.72 |
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| Crinetics Pharmaceuticals In (CRNX) | 0.4 | $88M | 2.4M | 37.42 |
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| Dianthus Therapeutics (DNTH) | 0.4 | $83M | 852k | 97.48 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.4 | $77M | 1.4M | 53.67 |
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| Celcuity Note 2.75% 8/1/2031 (Principal) | 0.3 | $69M | 31M | 2.25 |
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| Rapport Therapeutics (RAPP) | 0.3 | $65M | 1.5M | 41.67 |
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| Alumis (ALMS) | 0.3 | $57M | 2.0M | 28.14 |
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| Prelude Therapeutics (PRLD) | 0.3 | $54M | 10M | 5.33 |
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| Relay Therapeutics (RLAY) | 0.3 | $53M | +143% | 2.8M | 18.71 |
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| Mirum Pharmaceuticals (MIRM) | 0.3 | $52M | 446k | 117.07 |
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| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.2 | $46M | 11M | 4.24 |
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| Enliven Therapeutics (ELVN) | 0.2 | $46M | 905k | 50.75 |
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| Celldex Therapeutics (CLDX) | 0.2 | $44M | +77% | 1.2M | 37.21 |
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| Miragen Therapeutics (VRDN) | 0.2 | $44M | +20% | 2.4M | 18.37 |
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| Design Therapeutics (DSGN) | 0.2 | $39M | +3% | 2.7M | 14.47 |
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| Entrada Therapeutics (TRDA) | 0.2 | $37M | 5.1M | 7.36 |
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| Sensei Biotherapeutics (FTH) | 0.2 | $32M | NEW | 1.3M | 25.00 |
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| Aktis Oncology (AKTS) | 0.2 | $32M | 996k | 32.23 |
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| Neurogene (NGNE) | 0.2 | $31M | 992k | 31.45 |
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| Jade Biosciences (JBIO) | 0.1 | $27M | -25% | 1.2M | 22.22 |
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| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $27M | 4.0M | 6.81 |
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| Arcus Biosciences Incorporated (RCUS) | 0.1 | $26M | +103% | 845k | 30.83 |
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| Disc Medicine (IRON) | 0.1 | $26M | 350k | 73.14 |
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| Absci Corp (ABSI) | 0.1 | $25M | 2.1M | 11.59 |
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| Generate Biomedicines Com Shs (GENB) | 0.1 | $24M | 1.4M | 16.87 |
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| DBV Technologies Sponsored Ads (DBVT) | 0.1 | $24M | 1.5M | 16.40 |
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| Xenon Pharmaceuticals (XENE) | 0.1 | $22M | 370k | 60.36 |
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| Tectonic Therapeutic (TECX) | 0.1 | $21M | 608k | 34.38 |
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| Cerus Corporation (CERS) | 0.1 | $19M | -36% | 6.4M | 2.92 |
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| Cytomx Therapeutics (CTMX) | 0.1 | $19M | 5.0M | 3.75 |
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| Dyne Therapeutics (DYN) | 0.1 | $18M | 813k | 22.21 |
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| Cytokinetics (CYTK) | 0.1 | $18M | NEW | 211k | 85.19 |
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| Xencor (XNCR) | 0.1 | $18M | 1.1M | 16.10 |
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| Sionna Therapeutics (SION) | 0.1 | $18M | 400k | 43.99 |
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| Intellia Therapeutics (NTLA) | 0.1 | $16M | NEW | 930k | 16.92 |
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| Parabilis Medicines | 0.1 | $14M | NEW | 500k | 27.37 |
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| Maplight Therapeutics (MPLT) | 0.1 | $13M | 365k | 35.84 |
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| Avalyn Pharma Com Shs | 0.1 | $12M | NEW | 350k | 32.92 |
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| Evommune Com Shs (EVMN) | 0.1 | $11M | 847k | 13.29 |
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| BioNTech SE Sponsored Ads (BNTX) | 0.1 | $11M | 120k | 93.05 |
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| Tango Therapeutics (TNGX) | 0.1 | $10M | NEW | 333k | 31.26 |
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| Avalo Therapeutics Ord (AVTX) | 0.1 | $10M | NEW | 550k | 18.48 |
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| Sera Prognostics Class A Com (SERA) | 0.1 | $10M | 5.5M | 1.82 |
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| Verastem (VSTM) | 0.0 | $9.5M | +327% | 2.5M | 3.82 |
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| Sagimet Biosciences Com Ser A (SGMT) | 0.0 | $7.4M | 953k | 7.73 |
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| Eikon Therapeutics (EIKN) | 0.0 | $7.2M | 556k | 13.05 |
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| LB Pharmaceuticals Com Shs (LBRX) | 0.0 | $6.5M | 200k | 32.45 |
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| vTv Therapeutics Cl A (VTVT) | 0.0 | $5.6M | 148k | 37.65 |
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| Wave Life Sciences SHS (WVE) | 0.0 | $4.8M | 823k | 5.81 |
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| Protara Therapeutics Com Stk (TARA) | 0.0 | $3.7M | 972k | 3.82 |
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| Tscan Therapeutics (TCRX) | 0.0 | $2.7M | 2.8M | 0.98 |
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| Immunome (IMNM) | 0.0 | $1.2M | NEW | 55k | 21.19 |
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| Skye Bioscience (SKYE) | 0.0 | $1.1M | 1.6M | 0.69 |
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| Sana Biotechnology (SANA) | 0.0 | $1.1M | 311k | 3.49 |
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| Aligos Therapeutics (ALGS) | 0.0 | $479k | 83k | 5.77 |
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| Tyra Biosciences (TYRA) | 0.0 | $339k | 11k | 31.94 |
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| Surrozen, Inc. Warrants @ $172.50 8/11/2026 W Exp 8/11/2026 (SRZNW) | 0.0 | $14k | 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 2026 Q2 filed Aug. 14, 2026
- Baker Bros. Advisors 2026 Q1 filed May 15, 2026
- 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