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NEW YORK, NY · CIK 0001263508
New positions
8
Added to
16
Trimmed
7
Exited
8
BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $19.96B across 84 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 72.8% 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 | $3.49B | 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 |
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