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NEW YORK, NY · CIK 0001263508
Portfolio Value
$17.42B
Positions
110
New
10
Increased
17
Decreased
18
Sold Out
5
Source: SEC 13F-HR filing filed on 2026-05-15 ·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 | $2.89B | 16.62% | +0.0% |
| 2 | ONCBeOne Medicines Ltd. | $2.61B | 15.00% | - |
| 3 | INSMInsmed Incorporated | $1.21B | 6.97% | +12.6% |
| 4 | MDGLMadrigal Pharmaceuticals, Inc. | $1.12B | 6.44% | - |
| 5 | ACADACADIA Pharmaceuticals Inc. | $954.88M | 5.48% | - |
| 6 | RVMDRevolution Medicines, Inc. | $929.26M | 5.34% | +1.1% |
| 7 | CELCCelcuity Inc. | $903.51M | 5.19% | - |
| 8 | KODKodiak Sciences Inc. | $759.32M | 4.36% | - |
| 9 | KYMRKymera Therapeutics, Inc. | $721.06M | 4.14% | - |
| 10 | SMMTSummit Therapeutics Inc. | $689.97M | 3.96% | - |
| Stock | Value | Shares |
|---|---|---|
| GPCRStructure Therapeutics Inc. | $69.05M | 1,432,529 |
| MIRMMirum Pharmaceuticals, Inc. | $41.20M | 445,975 |
| ELVNEnliven Therapeutics, Inc. | $35.48M | 905,191 |
| EVMNEvommune, Inc. | $19.48M | 847,390 |
| AKTSAktis Oncology, Inc. | $17.82M | 996,351 |
| GENBGenerate Biomedicines, Inc. | $17.80M | 1,423,602 |
| CMPSCOMPASS Pathways plc | $12.97M | 2,344,720 |
| ABSIAbsci Corporation | $6.40M | 2,134,803 |
| EIKNEikon Therapeutics, Inc. | $5.88M | 555,555 |
| VSTMVerastem, Inc. | $3.10M | 584,757 |
As of Q1 2026, BAKER BROS. ADVISORS LP reported a portfolio value of $17.42B across 110 positions in their 13F filing.
BAKER BROS. ADVISORS LP's largest holding is INCY with a position worth $2.89B. Their top holdings include INCY, ONC, INSM, MDGL, ACAD.
In Q1 2026, BAKER BROS. ADVISORS LP made the following changes to their portfolio: 10 new positions, 5 positions sold out, 17 positions increased, 18 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.
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