Quarter snapshot

Baker Bros. Advisors

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Quarter: Q2 2026
Filed: 2026-08-14
Portfolio value: $19,955,238,553
Positions: 84
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares	Value
≡	INCY	+0%	17.48%	30,762,330	$3,487,217,729
≡	ONC	+0%	12.57%	8,801,567	$2,508,182,548
≡	RVMD	+20%	10.74%	11,443,357	$2,143,111,899
≡	MDGL	+0%	5.77%	2,143,131	$1,150,754,190
≡	A	+0%	5.44%	42,912,904	$1,085,696,471
≡	KYMR		4.97%	8,657,242	$992,725,940
≡	INSM	+19%	4.7%	8,796,111	$937,841,355
≡	CELC		4.15%	7,915,792	$828,150,159
≡	KOD		3.89%	19,919,186	$776,051,487
≡	RYTM		3.12%	5,604,483	$622,265,747
≡	PRAX		2.94%	1,753,198	$586,953,158
≡	ALKS		2.63%	10,012,267	$524,592,729
≡	SMMT	−10%	2.39%	32,786,348	$477,697,090
≡	GRAL		1.38%	4,028,614	$275,033,478
≡	ABCL	+9%	1.3%	33,012,138	$259,145,283
≡	IMVT	−0%	1.05%	5,435,220	$209,419,027
≡	IDYA	+27%	0.94%	5,010,030	$186,723,818
≡	KNSA	+0%	0.91%	2,834,643	$181,275,420
≡	ROIV	−3%	0.84%	4,716,831	$166,928,649
≡	ARWR		0.81%	1,992,783	$162,431,742
≡	IONS		0.81%	2,047,727	$162,364,274
≡	EWTX	−44%	0.75%	3,701,719	$150,400,843
≡	REPL		0.61%	11,045,336	$122,271,870
≡	NRIX		0.57%	4,658,556	$113,016,569
≡	STOK		0.55%	3,336,697	$109,176,726
≡	GLUE		0.53%	4,345,736	$105,166,811
≡	IMTX	−13%	0.48%	9,508,565	$96,321,763
≡	DNLI	+0%	0.48%	3,734,336	$96,047,122
≡	CRNX		0.44%	2,351,465	$87,991,820
≡	DNTH		0.42%	852,164	$83,068,947
≡	GPCR		0.39%	1,432,529	$76,883,831
≡	Unmapped CUSIP		0.35%	30,750,000	$69,158,687
≡	RAPP		0.32%	1,547,090	$64,467,240
≡	ALMS		0.28%	2,012,500	$56,631,750
≡	PRLD		0.27%	10,123,824	$53,959,982
≡	RLAY	+144%	0.27%	2,826,783	$52,889,110
≡	MIRM		0.26%	445,975	$52,210,293
≡	BCYC		0.23%	10,885,357	$46,153,914
≡	ELVN		0.23%	905,191	$45,938,443
≡	CLDX	+78%	0.22%	1,182,611	$44,004,955
≡	VRDN	+21%	0.22%	2,383,025	$43,776,169
≡	DSGN	+4%	0.19%	2,678,430	$38,756,882
≡	TRDA		0.19%	5,072,730	$37,335,293
≡	Unmapped CUSIP	NEW	0.16%	1,286,411	$32,160,275
≡	AKTS		0.16%	996,351	$32,112,393
≡	NGNE		0.16%	991,691	$31,188,682
≡	JBIO	−25%	0.14%	1,230,426	$27,340,066
≡	TSHA		0.14%	4,004,756	$27,272,388
≡	RCUS	+103%	0.13%	844,816	$26,045,677
≡	IRON		0.13%	349,657	$25,573,913
≡	ABSI		0.12%	2,134,803	$24,742,367
≡	GENB		0.12%	1,423,602	$24,016,166
≡	DBVT		0.12%	1,461,425	$23,967,370
≡	XENE		0.11%	370,208	$22,345,755
≡	TECX		0.1%	607,788	$20,892,713
≡	CERS	−36%	0.09%	6,395,431	$18,674,659
≡	CTMX		0.09%	4,975,826	$18,659,348
≡	DYN		0.09%	813,449	$18,066,702
≡	Unmapped CUSIP	NEW	0.09%	211,267	$17,997,836
≡	XNCR		0.09%	1,102,106	$17,743,907
≡	SION		0.09%	400,000	$17,596,000
≡	NTLA	NEW	0.08%	930,232	$15,739,525
≡	Unmapped CUSIP	NEW	0.07%	500,000	$13,685,000
≡	MPLT		0.07%	364,705	$13,071,027
≡	Unmapped CUSIP	NEW	0.06%	350,000	$11,522,000
≡	EVMN		0.06%	847,390	$11,261,813
≡	BNTX		0.06%	119,743	$11,142,086
≡	TNGX	NEW	0.05%	333,333	$10,419,990
≡	AVTX	NEW	0.05%	550,000	$10,164,000
≡	SERA		0.05%	5,498,170	$10,006,669
≡	VSTM	+327%	0.05%	2,499,338	$9,547,471
≡	SGMT		0.04%	952,996	$7,366,659
≡	EIKN		0.04%	555,555	$7,249,993
≡	LBRX		0.03%	200,000	$6,491,000
≡	VTVT		0.03%	148,314	$5,584,022
≡	WVE		0.02%	822,638	$4,779,527
≡	TARA		0.02%	971,614	$3,711,565
≡	TCRX		0.01%	2,784,792	$2,729,375
≡	Unmapped CUSIP	NEW	0.01%	55,306	$1,171,934
≡	SKYE		0.01%	1,575,243	$1,092,116
≡	SANA		0.01%	310,483	$1,083,586
≡	ALGS		0.0%	83,055	$479,227
≡	TYRA		0.0%	10,607	$338,788
≡	SRZNW		0.0%	833,333	$13,750
≡	ABVX	SOLD	—	—	—
≡	SYRE	SOLD	—	—	—
≡	CNTA	SOLD	—	—	—
≡	IMCR	SOLD	—	—	—
≡	CTNM	SOLD	—	—	—
≡	ARGX	SOLD	—	—	—
≡	CMPS	SOLD	—	—	—
≡	PHVS	SOLD	—	—	—