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NEW YORK, NY · CIK 0001263508
New positions
7
Added to
18
Trimmed
6
Exited
13
BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $17.42B across 84 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 73.5% 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 | $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 |
|---|---|---|
| MIRMMirum Pharmaceuticals, Inc. | $41.20M | 445,975 |
| 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 |
| EIKNEikon Therapeutics, Inc. | $5.88M | 555,555 |
| VSTMVerastem, Inc. | $3.10M | 584,757 |
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