Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 84
- 0 vs. Q1 2026
- Portfolio value
- $20.0B
- +$2.54B (+14.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INCYIncyte Corp | COM | 30,762,330 | $3.49B | 17.5% | +17,918+0.1% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 8,801,567 | $2.51B | 12.6% | +2,5140.0% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 11,443,357 | $2.14B | 10.7% | +1,888,000+19.8% | Added | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 2,143,131 | $1.15B | 5.8% | +1,430+0.1% | Added | History |
| ACADAcadia Pharmaceuticals Inc | COM | 42,912,904 | $1.09B | 5.4% | +16,2140.0% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 8,657,242 | $992.7M | 5.0% | 00.0% | Unchanged | History |
| INSMINSMED Inc | COM PAR $.01 | 8,796,111 | $937.8M | 4.7% | +1,375,000+18.5% | Added | History |
| CELCCelcuity Inc. | COM | 7,915,792 | $828.2M | 4.2% | 00.0% | Unchanged | History |
| KODKodiak Sciences Inc. | COM | 19,919,186 | $776.1M | 3.9% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 5,604,483 | $622.3M | 3.1% | 00.0% | Unchanged | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,753,198 | $587.0M | 2.9% | 00.0% | Unchanged | History |
| ALKSAlkermes plc. | SHS | 10,012,267 | $524.6M | 2.6% | 00.0% | Unchanged | History |
| SMMTSummit Therapeutics Inc. | COM | 32,786,348 | $477.7M | 2.4% | −3,604,715−9.9% | Reduced | History |
| GRALGRAIL, Inc. | COM | 4,028,614 | $275.0M | 1.4% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 33,012,138 | $259.1M | 1.3% | +2,736,200+9.0% | Added | History |
| IMVTImmunovant, Inc. | COM | 5,435,220 | $209.4M | 1.0% | −22,661−0.4% | Reduced | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 5,010,030 | $186.7M | 0.9% | +1,063,515+26.9% | Added | History |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,834,643 | $181.3M | 0.9% | +8,397+0.3% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 4,716,831 | $166.9M | 0.8% | −150,892−3.1% | Reduced | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 1,992,783 | $162.4M | 0.8% | 00.0% | Unchanged | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,047,727 | $162.4M | 0.8% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 3,701,719 | $150.4M | 0.8% | −2,874,221−43.7% | Reduced | History |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $122.3M | 0.6% | 00.0% | Unchanged | History |
| NRIXNurix Therapeutics, Inc. | COM | 4,658,556 | $113.0M | 0.6% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 3,336,697 | $109.2M | 0.5% | 00.0% | Unchanged | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,345,736 | $105.2M | 0.5% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 9,508,565 | $96.3M | 0.5% | −1,408,128−12.9% | Reduced | History |
| DNLIDenali Therapeutics Inc. | COM | 3,734,336 | $96.0M | 0.5% | +2,641+0.1% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,351,465 | $88.0M | 0.4% | 00.0% | Unchanged | History |
| DNTHDianthus Therapeutics, Inc. | COM | 852,164 | $83.1M | 0.4% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,432,529 | $76.9M | 0.4% | 00.0% | Unchanged | History |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $69.2M | 0.3% | – | – | – |
| RAPPRapport Therapeutics, Inc. | COM | 1,547,090 | $64.5M | 0.3% | 00.0% | Unchanged | History |
| ALMSAlumis Inc. | COM | 2,012,500 | $56.6M | 0.3% | 00.0% | Unchanged | History |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $54.0M | 0.3% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 2,826,783 | $52.9M | 0.3% | +1,666,666+143.7% | Added | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 445,975 | $52.2M | 0.3% | 00.0% | Unchanged | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 10,885,357 | $46.2M | 0.2% | 00.0% | Unchanged | History |
| ELVNEnliven Therapeutics, Inc. | COM | 905,191 | $45.9M | 0.2% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,182,611 | $44.0M | 0.2% | +517,241+77.7% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 2,383,025 | $43.8M | 0.2% | +411,347+20.9% | Added | History |
| DSGNDesign Therapeutics, Inc. | COM | 2,678,430 | $38.8M | 0.2% | +92,452+3.6% | Added | History |
| TRDAEntrada Therapeutics, Inc. | COM | 5,072,730 | $37.3M | 0.2% | 00.0% | Unchanged | History |
| FTHFaeth Therapeutics, Inc. | COM NEW | 1,286,411 | $32.2M | 0.2% | +1,286,411 | New | History |
| AKTSAktis Oncology, Inc. | COM | 996,351 | $32.1M | 0.2% | 00.0% | Unchanged | History |
| NGNENeurogene Inc. | COM | 991,691 | $31.2M | 0.2% | 00.0% | Unchanged | History |
| JBIOJade Biosciences, Inc. | COM NEW | 1,230,426 | $27.3M | 0.1% | −410,711−25.0% | Reduced | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $27.3M | 0.1% | 00.0% | Unchanged | History |
| RCUSArcus Biosciences, Inc. | COM | 844,816 | $26.0M | 0.1% | +429,195+103.3% | Added | History |
| IRONDisc Medicine, Inc. | COM | 349,657 | $25.6M | 0.1% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 2,134,803 | $24.7M | 0.1% | 00.0% | Unchanged | History |
| GENBGenerate Biomedicines, Inc. | COM SHS | 1,423,602 | $24.0M | 0.1% | 00.0% | Unchanged | History |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,461,425 | $24.0M | 0.1% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 370,208 | $22.3M | 0.1% | 00.0% | Unchanged | History |
| TECXTectonic Therapeutic, Inc. | COM | 607,788 | $20.9M | 0.1% | 00.0% | Unchanged | History |
| CERSCerus Corp | COM | 6,395,431 | $18.7M | 0.1% | −3,612,914−36.1% | Reduced | History |
| CTMXCytomX Therapeutics, Inc. | COM | 4,975,826 | $18.7M | 0.1% | 00.0% | Unchanged | History |
| DYNDyne Therapeutics, Inc. | COM | 813,449 | $18.1M | 0.1% | 00.0% | Unchanged | History |
| CYTKCytokinetics Inc | COM NEW | 211,267 | $18.0M | 0.1% | +211,267 | New | History |
| XNCRXencor Inc | COM | 1,102,106 | $17.7M | 0.1% | 00.0% | Unchanged | History |
| SIONSionna Therapeutics, Inc. | COM | 400,000 | $17.6M | 0.1% | 00.0% | Unchanged | History |
| NTLAIntellia Therapeutics, Inc. | COM | 930,232 | $15.7M | 0.1% | +930,232 | New | History |
| PBLSParabilis Medicines, Inc. | Stock | 500,000 | $13.7M | 0.1% | +500,000 | New | History |
| MPLTMapLight Therapeutics, Inc. | COM | 364,705 | $13.1M | 0.1% | 00.0% | Unchanged | History |
| AVLNAvalyn Pharma Inc. | COM SHS | 350,000 | $11.5M | 0.1% | +350,000 | New | History |
| EVMNEvommune, Inc. | COM SHS | 847,390 | $11.3M | 0.1% | 00.0% | Unchanged | History |
| BNTXBioNTech SE | SPONSORED ADS | 119,743 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| TNGXTango Therapeutics, Inc. | COM | 333,333 | $10.4M | 0.1% | +333,333 | New | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 550,000 | $10.2M | 0.1% | +550,000 | New | History |
| SERASera Prognostics, Inc. | CLASS A COM | 5,498,170 | $10.0M | 0.1% | 00.0% | Unchanged | History |
| VSTMVerastem, Inc. | COM NEW | 2,499,338 | $9.55M | <0.1% | +1,914,581+327.4% | Added | History |
| SGMTSagimet Biosciences Inc. | COM SER A | 952,996 | $7.37M | <0.1% | 00.0% | Unchanged | History |
| EIKNEikon Therapeutics, Inc. | COM | 555,555 | $7.25M | <0.1% | 00.0% | Unchanged | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 200,000 | $6.49M | <0.1% | 00.0% | Unchanged | History |
| VTVTvTv Therapeutics Inc. | CL A NEW | 148,314 | $5.58M | <0.1% | 00.0% | Unchanged | History |
| WVEWave Life Sciences, Inc. | SHS | 822,638 | $4.78M | <0.1% | 00.0% | Unchanged | History |
| TARAProtara Therapeutics, Inc. | COM STK | 971,614 | $3.71M | <0.1% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $2.73M | <0.1% | 00.0% | Unchanged | History |
| IMNMImmunome Inc. | COM | 55,306 | $1.17M | <0.1% | +55,306 | New | History |
| SKYESkye Bioscience, Inc. | COM NEW | 1,575,243 | $1.09M | <0.1% | 00.0% | Unchanged | History |
| SANASana Biotechnology, Inc. | COM | 310,483 | $1.08M | <0.1% | 00.0% | Unchanged | History |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $479.2K | <0.1% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $338.8K | <0.1% | 00.0% | Unchanged | History |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $13.8K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | 875,796 | $97.5M | 0.6% | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,000,000 | $50.4M | 0.3% | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 670,751 | $26.6M | 0.2% | History |
| IMCRImmunocore Holdings plc | ADS | 734,397 | $22.1M | 0.1% | History |
| CTNMContineum Therapeutics, Inc. | CL A | 1,420,838 | $18.6M | 0.1% | History |
| ARGXArgenx SE | SPONSORED ADR | 25,174 | $18.4M | 0.1% | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 2,344,720 | $13.0M | 0.1% | History |
| PHVSPharvaris N.V. | COM | 375,000 | $10.6M | 0.1% | History |