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NEW YORK, NY · CIK 0001263508
Portfolio Value
$10.31B
Positions
91
New
12
Increased
24
Decreased
8
Sold Out
12
BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $10.31B across 91 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 81.6% 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 | ONCBeOne Medicines Ltd. | $2.13B | 20.66% | - |
| 2 | INCYIncyte Corporation | $2.09B | 20.31% | +0.0% |
| 3 | ACADACADIA Pharmaceuticals Inc. | $925.28M | 8.98% | +0.0% |
| 4 | INSMInsmed Incorporated | $776.23M | 7.53% | +43.3% |
| 5 | SMMTSummit Therapeutics Inc. | $717.62M | 6.96% | +38.1% |
| 6 | MDGLMadrigal Pharmaceuticals, Inc. | $598.02M | 5.80% | +0.1% |
| 7 | RYTMRhythm Pharmaceuticals, Inc. | $354.15M | 3.44% | - |
| 8 | RVMDRevolution Medicines, Inc. | $344.54M | 3.34% | +18.0% |
| 9 | KYMRKymera Therapeutics, Inc. | $290.27M | 2.82% | +10.9% |
| 10 | ALKSAlkermes plc | $183.41M | 1.78% | +43.0% |
| Stock | Value | Shares |
|---|---|---|
| VRDNViridian Therapeutics, Inc. | $24.39M | 1,744,406 |
| 2655787DBlueprint Medicines Corporation | $16.09M | 125,538 |
| ARWRArrowhead Pharmaceuticals, Inc. | $14.84M | 939,174 |
| DNTHDianthus Therapeutics, Inc. | $14.71M | 789,759 |
| CDTXCidara Therapeutics, Inc. | $11.07M | 227,272 |
| ACLXGBXArcellx, Inc. | $10.99M | 166,825 |
| NUVLNuvalent, Inc. | $10.98M | 143,937 |
| SYRESpyre Therapeutics, Inc. | $9.38M | 626,703 |
| CRNXCrinetics Pharmaceuticals, Inc. | $8.05M | 280,000 |
| CTMXCytomX Therapeutics, Inc. | $7.91M | 3,484,226 |
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