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Stock research / United States / Funds / Baker Bros. Advisors LP

Baker Bros. Advisors LP

CIK 1263508 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Baker Bros. Advisors LP reported 83 US-listed holdings worth $19.89 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Incyte Corp. (17.5%), Beigene, Ltd (12.6%) and Revolution Medicines, Inc. (10.8%). Against the quarter before, it opened 8 positions, added to 11, trimmed 7 and sold out of 9.

Reported holdings$19.89B+14.2% on Q1 2026
Positions83-1 on Q1 2026
The largest ten73.1%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
INCY17.5%ONC12.6%RVMD10.8%MDGL5.8%ACAD5.5%KYMR5.0%INSM4.7%CELC4.2%KOD3.9%RYTM3.1%PRAX3.0%ALKS2.6%SMMT2.4%GRAL1.4%69 more17.5%

The 14 largest of its 83 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $9.55 billion in 92 positions$9.55BQ3 24Q4 2024: $9.24 billion in 93 positions$9.24BQ4 24Q1 2025: $8.94 billion in 88 positions$8.94BQ1 25Q2 2025: $10.31 billion in 89 positions$10.3BQ2 25Q3 2025: $13.80 billion in 90 positions$13.8BQ3 25Q4 2025: $17.01 billion in 85 positions$17.0BQ4 25Q1 2026: $17.42 billion in 84 positions$17.4BQ1 26Q2 2026: $19.89 billion in 83 positions$19.9BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 8Added 11Held 57Trimmed 7Sold out 9
Opened: 8Added: 11Held: 57Trimmed: 7Sold out: 9

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 8

  1. Sensei Biotherapeutics Inc. FTH$32.2 million
  2. Cytokinetics Inc. CYTK$18.0 million
  3. Intellia Therapeutics Inc. NTLA$15.7 million
  4. Parabilis Medicines Inc. Com PBLS$13.7 million
  5. Avalyn Pharma Inc. AVLN$11.5 million
  6. Tango Therapeutics Inc. TNGX$10.4 million
  7. Avalo Therapeutics Inc. AVTX$10.2 million
  8. Immunome Inc. IMNM$1.2 million

Added to 11

  1. Revolution Medicines, Inc. RVMD+1.9 million shares · +20%
  2. Insmed Inc. INSM+1.4 million shares · +19%
  3. Ideaya Biosciences Inc. IDYA+1.1 million shares · +27%
  4. Relay Therapeutics Inc. RLAY+1.7 million shares · +144%
  5. Abcellera Biologics Inc. ABCL+2.7 million shares · +9%
  6. Celldex Therapeutics Inc. CLDX+517,241 shares · +78%
  7. Arcus Biosciences, Inc. RCUS+429,195 shares · +103%
  8. Viridian Therapeutics Inc. VRDN+411,347 shares · +21%

and 3 more in the table below

Trimmed 7

  1. Edgewise Therapeutics Inc. EWTX-2.9 million shares · -44%
  2. Summit Therapeutics Inc. SMMT-3.6 million shares · -10%
  3. Immatics N.V IMTX-1.4 million shares · -13%
  4. Cerus Corp. CERS-3.6 million shares · -36%
  5. Jade Biosciences Inc. JBIO-410,711 shares · -25%
  6. Roivant Sciences Ltd. ROIV-150,892 shares · -3%
  7. Immunovant Inc. IMVT-22,661 shares · -0%

Sold out of 9

  1. Abivax SA ABVX$97.5 million last quarter
  2. Celcuity Inc.$74.9 million last quarter
  3. Spyre Therapeutics Inc. SYRE$50.4 million last quarter
  4. Centessa Pharmaceuticals PLC CNTA$26.6 million last quarter
  5. Immunocore Hldgs PLC IMCR$22.1 million last quarter
  6. Contineum Therapeutics Inc. CTNM$18.6 million last quarter
  7. argenx SE ARGX$18.4 million last quarter
  8. Compass Pathways PLC CMPS$13.0 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Incyte Corp. INCY30,762,330$3.49 billion17.54%+17,918
Beigene, Ltd ONC8,801,567$2.51 billion12.61%+2,514
Revolution Medicines, Inc. RVMD11,443,357$2.14 billion10.78%+1,888,000
Madrigal Pharmaceuticals Inc. MDGL2,143,131$1.15 billion5.79%+1,430
Acadia Pharmaceuticals Inc. ACAD42,912,904$1.09 billion5.46%+16,214
Kymera Therapeutics Inc. KYMR8,657,242$992.7 million4.99%no change
Insmed Inc. INSM8,796,111$937.8 million4.72%+1,375,000
Celcuity Inc. CELC7,915,792$828.2 million4.16%no change
Kodiak Sciences Inc. KOD19,919,186$776.1 million3.90%no change
Rhythm Pharmaceuticals Inc. RYTM5,604,483$622.3 million3.13%no change
Praxis Precision Medicines I PRAX1,753,198$587.0 million2.95%no change
Alkermes plc. ALKS10,012,267$524.6 million2.64%no change
Summit Therapeutics Inc. SMMT32,786,348$477.7 million2.40%-3,604,715
Grail, Inc. GRAL4,028,614$275.0 million1.38%no change
Abcellera Biologics Inc. ABCL33,012,138$259.1 million1.30%+2,736,200
Immunovant Inc. IMVT5,435,220$209.4 million1.05%-22,661
Ideaya Biosciences Inc. IDYA5,010,030$186.7 million0.94%+1,063,515
Kiniksa Pharmaceuticals Intl KNSA2,834,643$181.3 million0.91%+8,397
Roivant Sciences Ltd. ROIV4,716,831$166.9 million0.84%-150,892
Arrowhead Pharmaceuticals, Inc. ARWR1,992,783$162.4 million0.82%no change
Ionis Pharmaceuticals Inc. IONS2,047,727$162.4 million0.82%no change
Edgewise Therapeutics Inc. EWTX3,701,719$150.4 million0.76%-2,874,221
Replimune Group, Inc. REPL11,045,336$122.3 million0.61%no change
Nurix Therapeutics Inc. NRIX4,658,556$113.0 million0.57%no change
Stoke Therapeutics Inc. STOK3,336,697$109.2 million0.55%no change
Monte Rosa Therapeutics Inc. GLUE4,345,736$105.2 million0.53%no change
Immatics N.V IMTX9,508,565$96.3 million0.48%-1,408,128
Denali Therapeutics Inc. DNLI3,734,336$96.0 million0.48%+2,641
Crinetics Pharmaceuticals in CRNX2,351,465$88.0 million0.44%no change
Dianthus Therapeutics Inc. DNTH852,164$83.1 million0.42%no change
Structure Therapeutics Inc. GPCR1,432,529$76.9 million0.39%no change
Rapport Therapeutics Inc. RAPP1,547,090$64.5 million0.32%no change
Alumis Inc. ALMS2,012,500$56.6 million0.28%no change
Prelude Therapeutics Inc. PRLD10,123,824$54.0 million0.27%no change
Relay Therapeutics Inc. RLAY2,826,783$52.9 million0.27%+1,666,666
Mirum Pharmaceuticals Inc. MIRM445,975$52.2 million0.26%no change
Bicycle Therapeutics PLC BCYC10,885,357$46.2 million0.23%no change
Enliven Therapeutics Inc. ELVN905,191$45.9 million0.23%no change
Celldex Therapeutics Inc. CLDX1,182,611$44.0 million0.22%+517,241
Viridian Therapeutics Inc. VRDN2,383,025$43.8 million0.22%+411,347
Design Therapeutics Inc. DSGN2,678,430$38.8 million0.19%+92,452
Entrada Therapeutics Inc. TRDA5,072,730$37.3 million0.19%no change
Sensei Biotherapeutics Inc. FTH1,286,411$32.2 million0.16%new
Aktis Oncology Inc. AKTS996,351$32.1 million0.16%no change
Neurogene Inc. NGNE991,691$31.2 million0.16%no change
Jade Biosciences Inc. JBIO1,230,426$27.3 million0.14%-410,711
Taysha Gene Therapies Inc. TSHA4,004,756$27.3 million0.14%no change
Arcus Biosciences, Inc. RCUS844,816$26.0 million0.13%+429,195
Disc Medicine Inc. IRON349,657$25.6 million0.13%no change
Absci Corporation ABSI2,134,803$24.7 million0.12%no change
Generate Biomedicines Inc. GENB1,423,602$24.0 million0.12%no change
DBV Technologies S A DBVT1,461,425$24.0 million0.12%no change
Xenon Pharmaceuticals Inc. XENE370,208$22.3 million0.11%no change
Tectonic Therapeutic Inc. TECX607,788$20.9 million0.11%no change
Cerus Corp. CERS6,395,431$18.7 million0.09%-3,612,914
Cytomx Therapeutics Inc. CTMX4,975,826$18.7 million0.09%no change
Dyne Therapeutics Inc. DYN813,449$18.1 million0.09%no change
Cytokinetics Inc. CYTK211,267$18.0 million0.09%new
Xencor Inc. XNCR1,102,106$17.7 million0.09%no change
Sionna Therapeutics Inc SION400,000$17.6 million0.09%no change
Intellia Therapeutics Inc. NTLA930,232$15.7 million0.08%new
Parabilis Medicines Inc. Com PBLS500,000$13.7 million0.07%new
Maplight Therapeutics Inc. MPLT364,705$13.1 million0.07%no change
Avalyn Pharma Inc. AVLN350,000$11.5 million0.06%new
Evommune Inc. EVMN847,390$11.3 million0.06%no change
BioNTech SE BNTX119,743$11.1 million0.06%no change
Tango Therapeutics Inc. TNGX333,333$10.4 million0.05%new
Avalo Therapeutics Inc. AVTX550,000$10.2 million0.05%new
Sera Prognostics Inc. SERA5,498,170$10.0 million0.05%no change
Verastem Inc. VSTM2,499,338$9.5 million0.05%+1,914,581
Sagimet Biosciences Inc. SGMT952,996$7.4 million0.04%no change
Eikon Therapeutics Inc. EIKN555,555$7.2 million0.04%no change
LB Pharmaceuticals Inc. LBRX200,000$6.5 million0.03%no change
VTV Therapeutics Inc. Class A New VTVT148,314$5.6 million0.03%no change
Wave Life Sciences Ltd WVE822,638$4.8 million0.02%no change
Protara Therapeutics Inc. TARA971,614$3.7 million0.02%no change
Tscan Therapeutics Inc. TCRX2,784,792$2.7 million0.01%no change
Immunome Inc. IMNM55,306$1.2 million0.01%new
Skye Bioscience Inc. SKYE1,575,243$1.1 million0.01%no change
Sana Biotechnology Inc. SANA310,483$1.1 million0.01%no change
Aligos Therapeutics Inc. ALGS83,055$479,2270.00%no change
Tyra Biosciences Inc. TYRA10,607$338,7880.00%no change
Surrozen Inc SRZNW833,333$13,7500.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.