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NEW YORK, NY · CIK 0001263508
New positions
8
Added to
16
Trimmed
7
Exited
8
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | INCYIncyte Corporation | $3.49B | 17.48% | +0.1% |
| 2 | ONCBeOne Medicines Ltd. | $2.51B | 12.57% | +0.0% |
| 3 | RVMDRevolution Medicines, Inc. | $2.14B | 10.74% | +19.8% |
| 4 | MDGLMadrigal Pharmaceuticals, Inc. | $1.15B | 5.77% | +0.1% |
| 5 | ACADACADIA Pharmaceuticals Inc. | $1.09B | 5.44% | +0.0% |
| 6 | KYMRKymera Therapeutics, Inc. | $992.73M | 4.97% | - |
| 7 | INSMInsmed Incorporated | $937.84M | 4.70% | +18.5% |
| 8 | CELCCelcuity Inc. | $828.15M | 4.15% | - |
| 9 | KODKodiak Sciences Inc. | $776.05M | 3.89% | - |
| 10 | RYTMRhythm Pharmaceuticals, Inc. | $622.27M | 3.12% | - |
| Stock | Value | Shares |
|---|---|---|
| SNSEFaeth Therapeutics, Inc. | $32.16M | 1,286,411 |
| CYTKCytokinetics, Incorporated | $18.00M | 211,267 |
| NTLAIntellia Therapeutics, Inc. | $15.74M | 930,232 |
| PBLSParabilis Medicines, Inc. | $13.69M | 500,000 |
| AVLNAvalyn Pharma Inc. | $11.52M | 350,000 |
| TNGXTango Therapeutics, Inc. | $10.42M | 333,333 |
| AVTXAvalo Therapeutics, Inc. | $10.16M | 550,000 |
| IMNMImmunome, Inc. | $1.17M | 55,306 |
As of Q2 2026, BAKER BROS. ADVISORS LP reported a portfolio value of $19.96B across 84 positions in their 13F filing.
BAKER BROS. ADVISORS LP's largest holding is INCY with a position worth $3.49B. Their top holdings include INCY, ONC, RVMD, MDGL, ACAD.
In Q2 2026, BAKER BROS. ADVISORS LP made the following changes to their portfolio: 8 new positions, 8 positions sold out, 16 positions increased, 7 positions reduced.
BAKER BROS. ADVISORS LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when BAKER BROS. ADVISORS LP files new 13F holdings.