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NEW YORK, NY · CIK 0001263508
New positions
11
Added to
24
Trimmed
8
Exited
14
BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $17.08B across 90 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 74.4% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | INCYIncyte Corporation | $3.04B | 17.78% | +0.0% |
| 2 | ONCBeOne Medicines Ltd. | $2.67B | 15.65% | - |
| 3 | MDGLMadrigal Pharmaceuticals, Inc. | $1.25B | 7.30% | - |
| 4 | INSMInsmed Incorporated | $1.15B | 6.72% | -1.7% |
| 5 | ACADACADIA Pharmaceuticals Inc. | $1.15B | 6.71% | - |
| 6 | CELCCelcuity Inc. | $789.52M | 4.62% | - |
| 7 | RVMDRevolution Medicines, Inc. | $753.12M | 4.41% | - |
| 8 | KYMRKymera Therapeutics, Inc. | $673.62M | 3.94% | +30.2% |
| 9 | SMMTSummit Therapeutics Inc. | $636.48M | 3.73% | +7.9% |
| 10 | RYTMRhythm Pharmaceuticals, Inc. | $599.90M | 3.51% | - |
| Stock | Value | Shares |
|---|---|---|
| 430Terns Pharmaceuticals, Inc. | $38.38M | 950,000 |
| JBIOJade Biosciences, Inc. | $25.32M | 1,641,137 |
| BCRXBioCryst Pharmaceuticals, Inc. | $22.02M | 2,822,727 |
| CNTACentessa Pharmaceuticals plc | $16.78M | 670,751 |
| DYNDyne Therapeutics, Inc. | $15.91M | 813,449 |
| ABSIAbsci Corporation | $7.45M | 2,134,803 |
| ATIAbsci Corporation | $7.45M | 2,134,803 |
| RCUSArcus Biosciences, Inc. | $6.43M | 270,000 |
| MPLTMapLight Therapeutics, Inc. | $6.41M | 364,705 |
| FDMT4D Molecular Therapeutics, Inc. | $3.57M | 475,737 |
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