Portfolio timeline
Baker Bros. Advisors — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 3
- Avg positions
- 84.7
- Latest top 5 weight
- 52%
- Avg top 5 weight
- 52.2%
- Avg changed names
- 39.5
- Held in ≥75% of stored quarters
- 70
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q2 2026 | 8 | 16 | 7 | 8 | 52% |
| Q1 2026 | 7 | 18 | 6 | 9 | 50.5% |
| Q4 2025 | No prior baseline | 54.2% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| INCY Incyte Corp. | 3 | 17.5% | $3.5B |
| ONC Beigene Ltd-Adr | 3 | 12.6% | $2.5B |
| RVMD Revolution Medicines | 3 | 10.7% | $2.1B |
| MDGL Madrigal Pharmaceuticals Inc. | 3 | 5.8% | $1.2B |
| ACAD ACADIA Pharmaceuticals Inc. | 3 | 5.4% | $1.1B |
| KYMR Kymera Therapeutics, Inc. | 3 | 5% | $992.7M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.