Baker Bros. Advisors Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Baker Bros. Advisors Lp disclosed 68 stock positions valued at approximately $19.96B as of quarter-end June 30, 2026. The largest holdings include Incyte Corporation, BeOne Medicines Ltd., and Revolution Medicines, Inc..
- Report Period
- June 30, 2026
- No. of Stocks
- 68
- Portfolio Value
- $19.96B
Holdings by Sector
Baker Bros. Advisors Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Incyte Corporation | INCY | Healthcare | 17.48% | 30,762,330 | +17,918 | +0.06% | $3,487,217,729 |
| BeOne Medicines Ltd. | BGNE | Healthcare | 12.57% | 8,801,567 | +2,514 | +0.03% | $2,508,182,548 |
| Revolution Medicines, Inc. | RVMD | Healthcare | 10.74% | 11,443,357 | +1,888,000 | +19.76% | $2,143,111,899 |
| Madrigal Pharmaceuticals, Inc. | MDGL | Healthcare | 5.77% | 2,143,131 | +1,430 | +0.07% | $1,150,754,190 |
| ACADIA Pharmaceuticals Inc. | ACAD | Healthcare | 5.44% | 42,912,904 | +16,214 | +0.04% | $1,085,696,471 |
| Kymera Therapeutics, Inc. | KYMR | Healthcare | 4.97% | 8,657,242 | - | - | $992,725,940 |
| Insmed Incorporated | INSM | Healthcare | 4.70% | 8,796,111 | +1,375,000 | +18.53% | $937,841,355 |
| Celcuity Inc. | CELC | Healthcare | 4.15% | 7,915,792 | - | - | $828,150,159 |
| Kodiak Sciences Inc. | KOD | Healthcare | 3.89% | 19,919,186 | - | - | $776,051,487 |
| Rhythm Pharmaceuticals, Inc. | RYTM | Healthcare | 3.12% | 5,604,483 | - | - | $622,265,747 |
| Praxis Precision Medicines, Inc. | PRAX | Healthcare | 2.94% | 1,753,198 | - | - | $586,953,158 |
| Alkermes plc | ALKS | Healthcare | 2.63% | 10,012,267 | - | - | $524,592,729 |
| Summit Therapeutics Inc. | SMMT | Healthcare | 2.39% | 32,786,348 | -3,604,715 | -9.91% | $477,697,090 |
| GRAIL, Inc. | GRAL | Healthcare | 1.38% | 4,028,614 | - | - | $275,033,478 |
| AbCellera Biologics Inc. | ABCL | Healthcare | 1.30% | 33,012,138 | +2,736,200 | +9.04% | $259,145,283 |
| Immunovant, Inc. | IMVT | Healthcare | 1.05% | 5,435,220 | -22,661 | -0.42% | $209,419,027 |
| IDEAYA Biosciences, Inc. | IDYA | Healthcare | 0.94% | 5,010,030 | +1,063,515 | +26.95% | $186,723,818 |
| Roivant Sciences Ltd. | ROIV | Healthcare | 0.84% | 4,716,831 | -150,892 | -3.10% | $166,928,649 |
| Arrowhead Pharmaceuticals, Inc. | ARWR | Healthcare | 0.81% | 1,992,783 | - | - | $162,431,742 |
| Ionis Pharmaceuticals, Inc. | IONS | Healthcare | 0.81% | 2,047,727 | - | - | $162,364,274 |
| Edgewise Therapeutics, Inc. | EWTX | Healthcare | 0.75% | 3,701,719 | -2,874,221 | -43.71% | $150,400,843 |
| Replimune Group, Inc. | REPL | Healthcare | 0.61% | 11,045,336 | - | - | $122,271,870 |
| Nurix Therapeutics, Inc. | NRIX | Healthcare | 0.57% | 4,658,556 | - | - | $113,016,569 |
| Stoke Therapeutics, Inc. | STOK | Healthcare | 0.55% | 3,336,697 | - | - | $109,176,726 |
| Monte Rosa Therapeutics, Inc. | GLUE | Healthcare | 0.53% | 4,345,736 | - | - | $105,166,811 |
| Denali Therapeutics Inc. | DNLI | Healthcare | 0.48% | 3,734,336 | +2,641 | +0.07% | $96,047,122 |
| Crinetics Pharmaceuticals, Inc. | CRNX | Healthcare | 0.44% | 2,351,465 | - | - | $87,991,820 |
| Dianthus Therapeutics, Inc. | DNTH | Healthcare | 0.42% | 852,164 | - | - | $83,068,947 |
| Structure Therapeutics Inc. | GPCR | Healthcare | 0.39% | 1,432,529 | - | - | $76,883,831 |
| Rapport Therapeutics, Inc. | RAPP | Healthcare | 0.32% | 1,547,090 | - | - | $64,467,240 |
Showing 30 of 68 holdings in the latest reporting period.