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Analyst Take

Major fund pages carry a quarterly AI-written analysis of the filing — key moves, concentration, sector tilts and how the clone portfolio has performed.

Not investment advice. Past holdings do not predict future returns.

Baker Bros. Advisors 13F Holdings | Biotech Investment Firm Portfolio Q1 2026

Baker Bros. Advisors

Biotech Investment Firm

BiotechAUM $17.42BPositions 84Q1 2026

Analyst Take · Q1 2026

Baker Bros' $17.4B biotech book stays anchored by INCY (16.6%) and ONC (15%). The quarter was housekeeping: INSM added 13%, ELVN +234% from a small base, against deep cuts to IMCR (−68%) and BNTX (−68%). Concentrated, slow-moving, and highly binary — position sizes here reflect clinical conviction, not momentum.

Generated quarterly from the filing data itself — holdings, changes, sector mix and clone-performance rank. Not investment advice.

Baker Bros. Advisors, run by brothers Julian and Felix Baker, is one of the most successful long-term biotech investors. It holds concentrated, multi-year positions in drug developers, sized on deep scientific due diligence rather than short-term catalysts.