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
- 2
- Avg positions
- 85
- Latest top 5 weight
- 50.5%
- Avg top 5 weight
- 52.3%
- Avg changed names
- 40
- Held in ≥75% of stored quarters
- 77
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| 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. | 2 | 16.6% | $2.9B |
| ONC Beigene Ltd-Adr | 2 | 15% | $2.6B |
| INSM Insmed Inc. | 2 | 7% | $1.2B |
| MDGL Madrigal Pharmaceuticals Inc. | 2 | 6.4% | $1.1B |
| A ACADIA Pharmaceuticals Inc. | 2 | 5.5% | $954.9M |
| RVMD Revolution Medicines | 2 | 5.3% | $929.3M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.