Baker Bros. Advisors Lp Portfolio Stock Holdings
Baker Bros. Advisors Lp disclosed 84 stock positions valued at approximately $17.4 billion in its latest SEC 13F filing. The largest holdings include Incyte Corporation, BeOne Medicines Ltd., and Insmed Incorporated. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 84
- Portfolio Value
- $17.4B
Holdings by Sector
Baker Bros. Advisors Lp Portfolio Holdings in Q1 2026
71 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Incyte Corporation | INCY | Healthcare | 16.62% | 30,744,412 | +421 | +0.00% | $2,893,664,057 |
| BeOne Medicines Ltd. | BGNE | Healthcare | 15.00% | 8,799,053 | - | - | $2,613,054,769 |
| Insmed Incorporated | INSM | Healthcare | 6.97% | 7,421,111 | +828,365 | +12.56% | $1,213,500,071 |
| Madrigal Pharmaceuticals, Inc. | MDGL | Healthcare | 6.44% | 2,141,701 | - | - | $1,121,116,222 |
| ACADIA Pharmaceuticals Inc. | ACAD | Healthcare | 5.48% | 42,896,690 | - | - | $954,880,319 |
| Revolution Medicines, Inc. | RVMD | Healthcare | 5.34% | 9,555,357 | +100,000 | +1.06% | $929,258,468 |
| Celcuity Inc. | CELC | Healthcare | 5.19% | 7,915,792 | - | - | $903,508,499 |
| Kodiak Sciences Inc. | KOD | Healthcare | 4.36% | 19,919,186 | - | - | $759,319,370 |
| Kymera Therapeutics, Inc. | KYMR | Healthcare | 4.14% | 8,657,242 | - | - | $721,061,686 |
| Summit Therapeutics Inc. | SMMT | Healthcare | 3.96% | 36,391,063 | - | - | $689,974,554 |
| Praxis Precision Medicines, Inc. | PRAX | Healthcare | 3.24% | 1,753,198 | +626,710 | +55.63% | $564,862,864 |
| Rhythm Pharmaceuticals, Inc. | RYTM | Healthcare | 2.80% | 5,604,483 | - | - | $487,421,887 |
| Alkermes plc | G01767105 | Other | 2.03% | 10,012,267 | - | - | $354,033,761 |
| GRAIL, Inc. | GRAL | Healthcare | 1.20% | 4,028,614 | +1,943,281 | +93.19% | $208,198,772 |
| Edgewise Therapeutics, Inc. | EWTX | Healthcare | 1.19% | 6,575,940 | - | - | $207,142,110 |
| Ionis Pharmaceuticals, Inc. | IONS | Healthcare | 0.88% | 2,047,727 | +255,886 | +14.28% | $153,763,820 |
| Immunovant, Inc. | IMVT | Healthcare | 0.78% | 5,457,881 | - | - | $135,573,764 |
| Roivant Sciences Ltd. | G76279101 | Other | 0.77% | 4,867,723 | -687,294 | -12.37% | $134,835,927 |
| IDEAYA Biosciences, Inc. | IDYA | Healthcare | 0.76% | 3,946,515 | +327,689 | +9.06% | $131,497,880 |
| Arrowhead Pharmaceuticals, Inc. | ARWR | Healthcare | 0.72% | 1,992,783 | -182,862 | -8.40% | $124,947,494 |
| Stoke Therapeutics, Inc. | STOK | Healthcare | 0.62% | 3,336,697 | - | - | $108,642,854 |
| AbCellera Biologics Inc. | ABCL | Healthcare | 0.61% | 30,275,938 | +2,750,298 | +9.99% | $105,663,024 |
| Abivax S.A. | ABVX | Healthcare | 0.56% | 875,796 | - | - | $97,519,885 |
| Crinetics Pharmaceuticals, Inc. | CRNX | Healthcare | 0.49% | 2,351,465 | +702,596 | +42.61% | $85,405,209 |
| Replimune Group, Inc. | REPL | Healthcare | 0.49% | 11,045,336 | - | - | $84,496,820 |
| Nurix Therapeutics, Inc. | NRIX | Healthcare | 0.41% | 4,658,556 | - | - | $72,207,618 |
| Denali Therapeutics Inc. | DNLI | Healthcare | 0.41% | 3,731,695 | - | - | $71,648,544 |
| Dianthus Therapeutics, Inc. | DNTH | Healthcare | 0.41% | 852,164 | +62,405 | +7.90% | $71,513,603 |
| Monte Rosa Therapeutics, Inc. | GLUE | Healthcare | 0.41% | 4,345,736 | - | - | $71,487,357 |
| Structure Therapeutics Inc. | GPCR | Healthcare | 0.40% | 1,432,529 | - | - | $69,047,898 |
| Entrada Therapeutics, Inc. | TRDA | Healthcare | 0.37% | 5,072,730 | - | - | $64,017,853 |
| Bicycle Therapeutics plc | BCYC | Healthcare | 0.29% | 10,885,357 | - | - | $50,508,056 |
| Spyre Therapeutics, Inc. | SYRE | Healthcare | 0.29% | 1,000,000 | - | - | $50,440,000 |
| Rapport Therapeutics, Inc. | RAPP | Healthcare | 0.28% | 1,547,090 | - | - | $48,408,446 |
| Alumis Inc. | ALMS | Healthcare | 0.25% | 2,012,500 | +450,000 | +28.80% | $44,335,375 |
| Mirum Pharmaceuticals, Inc. | MIRM | Healthcare | 0.24% | 445,975 | +445,975 | +100.00% | $41,199,171 |
| Viridian Therapeutics, Inc. | VRDN | Healthcare | 0.22% | 1,971,678 | - | - | $38,566,022 |
| Enliven Therapeutics, Inc. | ELVN | Healthcare | 0.20% | 905,191 | +633,785 | +233.52% | $35,483,487 |
| Prelude Therapeutics Inc. | PRLD | Healthcare | 0.20% | 10,123,824 | - | - | $34,623,478 |
| Design Therapeutics, Inc. | DSGN | Healthcare | 0.16% | 2,585,978 | +352,879 | +15.80% | $27,514,806 |
| Centessa Pharmaceuticals plc | CNTA | Healthcare | 0.15% | 670,751 | - | - | $26,642,230 |
| CytomX Therapeutics, Inc. | CTMX | Healthcare | 0.13% | 4,975,826 | +725,000 | +17.06% | $23,386,382 |
| Disc Medicine, Inc. | IRON | Healthcare | 0.13% | 349,657 | +12,607 | +3.74% | $22,357,069 |
| Immunocore Holdings plc | IMCR | Healthcare | 0.13% | 734,397 | -1,588,259 | -68.38% | $22,142,070 |
| Xenon Pharmaceuticals Inc. | XENE | Healthcare | 0.12% | 370,208 | - | - | $21,527,595 |
| Celldex Therapeutics, Inc. | CLDX | Healthcare | 0.12% | 665,370 | - | - | $21,105,536 |
| Neurogene Inc. | NGNE | Healthcare | 0.11% | 991,691 | - | - | $19,992,491 |
| Tectonic Therapeutic, Inc. | TECX | Healthcare | 0.11% | 607,788 | -295,612 | -32.72% | $18,786,727 |
| Contineum Therapeutics, Inc. | CTNM | Healthcare | 0.11% | 1,420,838 | - | - | $18,556,144 |
| argenx SE | ARGX | Healthcare | 0.11% | 25,174 | - | - | $18,383,314 |
| Cerus Corporation | CERS | Healthcare | 0.10% | 10,008,345 | - | - | $18,215,188 |
| Taysha Gene Therapies, Inc. | TSHA | Healthcare | 0.10% | 4,004,756 | - | - | $17,901,259 |
| Sionna Therapeutics, Inc. | SION | Other | 0.09% | 400,000 | - | - | $16,036,000 |
| Dyne Therapeutics, Inc. | DYN | Healthcare | 0.08% | 813,449 | - | - | $14,747,830 |
| Xencor, Inc. | XNCR | Healthcare | 0.08% | 1,102,106 | - | - | $13,291,398 |
| COMPASS Pathways plc | CMPS | Healthcare | 0.07% | 2,344,720 | +2,344,720 | +100.00% | $12,966,302 |
| Relay Therapeutics, Inc. | RLAY | Healthcare | 0.07% | 1,160,117 | - | - | $11,543,164 |
| Sera Prognostics, Inc. | SERA | Healthcare | 0.06% | 5,498,170 | - | - | $11,161,285 |
| BioNTech SE | BNTX | Healthcare | 0.06% | 119,743 | -249,180 | -67.54% | $10,642,758 |
| Pharvaris N.V. | PHVS | Other | 0.06% | 375,000 | - | - | $10,593,750 |
| Arcus Biosciences, Inc. | RCUS | Healthcare | 0.05% | 415,621 | +145,621 | +53.93% | $8,977,414 |
| Absci Corporation | ABSI | Healthcare | 0.04% | 2,134,803 | - | - | $6,404,409 |
| vTv Therapeutics, Inc. | VTVT | Healthcare | 0.03% | 148,314 | - | - | $5,882,133 |
| Protara Therapeutics, Inc. | TARA | Healthcare | 0.03% | 971,614 | - | - | $5,062,109 |
| Sagimet Biosciences Inc. | SGMT | Healthcare | 0.03% | 952,996 | - | - | $4,979,404 |
| Verastem, Inc. | VSTM | Healthcare | 0.02% | 584,757 | +584,757 | +100.00% | $3,099,212 |
| TScan Therapeutics, Inc. | TCRX | Healthcare | 0.02% | 2,784,792 | - | - | $2,812,640 |
| Skye Bioscience, Inc. | SKYE | Healthcare | 0.01% | 1,575,243 | +124,605 | +8.59% | $968,144 |
| Sana Biotechnology, Inc. | SANA | Healthcare | 0.01% | 310,483 | - | - | $894,191 |
| Tyra Biosciences, Inc. | TYRA | Healthcare | 0.00% | 10,607 | - | - | $406,248 |
| Surrozen, Inc. | SRZNW | Healthcare | 0.00% | 833,333 | - | - | $13,333 |