Baker Bros. Advisors as of Sept. 30, 2025
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 | |
| Incyte Corporation (INCY) | 18.8 | $2.6B | 31M | 84.81 | |
| Madrigal Pharmaceuticals (MDGL) | 7.1 | $982M | 2.1M | 458.66 | |
| Insmed Incorporated Com Par $.01 (INSM) | 7.0 | $965M | 6.7M | 144.01 | |
| ACADIA Pharmaceuticals (ACAD) | 6.6 | $915M | 43M | 21.34 | |
| Summit Therapeutics (SMMT) | 5.0 | $697M | 34M | 20.66 | |
| Rhythm Pharmaceuticals (RYTM) | 4.1 | $566M | 5.6M | 100.99 | |
| Revolution Medicines (RVMD) | 3.2 | $442M | 9.5M | 46.70 | |
| Celcuity (CELC) | 2.8 | $391M | 7.9M | 49.40 | |
| Kymera Therapeutics (KYMR) | 2.7 | $377M | 6.7M | 56.60 | |
| Kodiak Sciences (KOD) | 2.0 | $283M | 17M | 16.37 | |
| Alkermes SHS (ALKS) | 1.8 | $243M | 8.1M | 30.00 | |
| Abcellera Biologics (ABCL) | 1.0 | $139M | 28M | 5.03 | |
| Edgewise Therapeutics (EWTX) | 0.9 | $119M | 7.3M | 16.22 | |
| Kiniksa Pharmaceuticals International Ord Shs Cl A (KNSA) | 0.8 | $110M | 2.8M | 38.83 | |
| Stoke Therapeutics (STOK) | 0.8 | $109M | 4.6M | 23.50 | |
| Immatics SHS (IMTX) | 0.7 | $103M | 12M | 8.52 | |
| Grail (GRAL) | 0.7 | $96M | 1.6M | 59.13 | |
| Ideaya Biosciences (IDYA) | 0.6 | $89M | 3.3M | 27.21 | |
| Immunovant (IMVT) | 0.6 | $88M | 5.5M | 16.12 | |
| Immunocore Holdings Ads (IMCR) | 0.6 | $84M | 2.3M | 36.33 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.6 | $84M | 11M | 7.74 | |
| Ultragenyx Pharmaceutical (RARE) | 0.6 | $83M | 2.8M | 30.08 | |
| Abivax Sponsored Ads (ABVX) | 0.5 | $74M | 876k | 84.90 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $58M | 1.7M | 34.49 | |
| Roivant Sciences SHS (ROIV) | 0.4 | $57M | 3.8M | 15.13 | |
| Denali Therapeutics (DNLI) | 0.4 | $54M | 3.7M | 14.52 | |
| Merus N V (MRUS) | 0.4 | $54M | 574k | 94.15 | |
| Intellia Therapeutics (NTLA) | 0.3 | $47M | 2.7M | 17.27 | |
| Replimune Group (REPL) | 0.3 | $46M | 11M | 4.19 | |
| Rapport Therapeutics (RAPP) | 0.3 | $46M | 1.5M | 29.70 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.3 | $44M | 1.6M | 28.00 | |
| Celcuity Note 2.75% 8/1/2031 (Principal) | 0.3 | $41M | 31M | 1.33 | |
| Miragen Therapeutics (VRDN) | 0.3 | $38M | 1.7M | 21.58 | |
| Ionis Pharmaceuticals (IONS) | 0.3 | $37M | 567k | 65.42 | |
| Praxis Precision Medicines I (PRAX) | 0.3 | $37M | 690k | 53.00 | |
| Monte Rosa Therapeutics (GLUE) | 0.3 | $36M | 4.9M | 7.41 | |
| BioNTech SE Sponsored Ads (BNTX) | 0.3 | $36M | 369k | 98.62 | |
| Nurix Therapeutics (NRIX) | 0.3 | $36M | 3.9M | 9.24 | |
| Dianthus Therapeutics (DNTH) | 0.2 | $31M | 790k | 39.35 | |
| Entrada Therapeutics (TRDA) | 0.2 | $28M | 4.9M | 5.80 | |
| argenx SE Sponsored Adr (ARGX) | 0.2 | $28M | 38k | 737.56 | |
| Avidity Biosciences Ord (RNA) | 0.2 | $27M | 625k | 43.57 | |
| Vaxcyte (PCVX) | 0.2 | $23M | 641k | 36.02 | |
| Disc Medicine (IRON) | 0.2 | $22M | 337k | 66.08 | |
| Cidara Therapeutics (CDTX) | 0.2 | $22M | 227k | 95.76 | |
| Celldex Therapeutics (CLDX) | 0.1 | $17M | 665k | 25.87 | |
| Neurogene (NGNE) | 0.1 | $17M | 992k | 17.33 | |
| Sera Prognostics Class A Com (SERA) | 0.1 | $17M | 5.5M | 3.06 | |
| Aeglea Biotherapeutics (SYRE) | 0.1 | $17M | 1.0M | 16.76 | |
| Cerus Corporation (CERS) | 0.1 | $16M | 10M | 1.59 | |
| Akero Therapeutics (AKRO) | 0.1 | $15M | 325k | 47.48 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $15M | 370k | 40.15 | |
| DBV Technologies Sponsored Ads (DBVT) | 0.1 | $15M | 1.5M | 10.00 | |
| Prelude Therapeutics (PRLD) | 0.1 | $15M | 10M | 1.44 | |
| Arcellx Common Stock (ACLX) | 0.1 | $14M | 167k | 82.10 | |
| Cytomx Therapeutics (CTMX) | 0.1 | $14M | 4.3M | 3.19 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $13M | 4.0M | 3.27 | |
| Xencor (XNCR) | 0.1 | $13M | 1.1M | 11.73 | |
| Design Therapeutics (DSGN) | 0.1 | $13M | 1.7M | 7.53 | |
| Nuvalent Inc-a (NUVL) | 0.1 | $12M | 144k | 86.48 | |
| Sionna Therapeutics (SION) | 0.1 | $12M | 400k | 29.41 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.1 | $12M | 280k | 41.65 | |
| Viking Therapeutics (VKTX) | 0.1 | $9.6M | 366k | 26.28 | |
| Pharvaris N V (PHVS) | 0.1 | $9.4M | 375k | 24.95 | |
| Agios Pharmaceuticals (AGIO) | 0.1 | $7.6M | 190k | 40.14 | |
| Sana Biotechnology (SANA) | 0.1 | $7.2M | 2.0M | 3.55 | |
| Sagimet Biosciences Com Ser A (SGMT) | 0.0 | $6.5M | 953k | 6.86 | |
| Alumis (ALMS) | 0.0 | $6.2M | 1.6M | 3.99 | |
| Relay Therapeutics (RLAY) | 0.0 | $6.1M | 1.2M | 5.22 | |
| Skye Bioscience (SKYE) | 0.0 | $5.7M | 1.5M | 3.93 | |
| Heron Therapeutics (HRTX) | 0.0 | $5.4M | 4.3M | 1.26 | |
| Tscan Therapeutics (TCRX) | 0.0 | $5.1M | 2.8M | 1.82 | |
| Mbx Biosciences (MBX) | 0.0 | $4.9M | 278k | 17.50 | |
| vTv Therapeutics Cl A (VTVT) | 0.0 | $3.5M | 148k | 23.35 | |
| Ventyx Biosciences (VTYX) | 0.0 | $3.2M | 1.0M | 3.11 | |
| LB Pharmaceuticals Com Shs | 0.0 | $3.2M | 200k | 15.79 | |
| Vir Biotechnology (VIR) | 0.0 | $3.1M | 543k | 5.71 | |
| Wave Life Sciences SHS (WVE) | 0.0 | $2.5M | 344k | 7.32 | |
| Enliven Therapeutics (ELVN) | 0.0 | $2.4M | 115k | 20.47 | |
| Protara Therapeutics Com Stk (TARA) | 0.0 | $2.3M | 537k | 4.35 | |
| Tectonic Therapeutic (TECX) | 0.0 | $1.6M | 100k | 15.69 | |
| Kala Pharmaceuticals (KALA) | 0.0 | $1.5M | 985k | 1.53 | |
| Generation Bio (GBIO) | 0.0 | $1.2M | 195k | 6.12 | |
| Contineum Therapeutics Cl A (CTNM) | 0.0 | $913k | 78k | 11.75 | |
| Aligos Therapeutics (ALGS) | 0.0 | $814k | 83k | 9.80 | |
| Vyne Therapeutics (VYNE) | 0.0 | $285k | 851k | 0.34 | |
| Tyra Biosciences (TYRA) | 0.0 | $148k | 11k | 13.99 | |
| Acrivon Therapeutics Common Stock (ACRV) | 0.0 | $41k | 23k | 1.81 | |
| Surrozen W Exp 8/11/2026 (SRZNW) | 0.0 | $15k | 833k | 0.02 | |
| Opthea Sponsored Ads (OPT) | 0.0 | $0 | 2.1M | 0.00 |
