Baker Bros. Advisors13F
Julian and Felix Baker · Biotech · quarter ending 2026-06-30, filed 2026-08-14 · SEC filing
Stock portfolio
$19.9B
Positions
83
Above their Pivot
61%
New positions
8
New positions this quarter
Sold out completely
Holdings
| Stock | Weight | Value | Last quarter | vs Pivot | Score | Trend | Other whales |
|---|---|---|---|---|---|---|---|
| INCY Incyte | 17.5% | $3.5B | no change | +7.3% | 53 | Above its Pivot | 1 |
| ONC Beone Medicines | 12.6% | $2.5B | no change | +16.5% | 60 | Above its Pivot | 2 |
| RVMD Revolution Medicines, | 10.8% | $2.1B | added 20% | +21.2% | 37 | Above its Pivot | 3 |
| MDGL Madrigal Pharmaceuticals, | 5.8% | $1.2B | no change | -13.5% | 26 | Below its Pivot | 0 |
| ACAD Acadia Pharmaceuticals | 5.5% | $1.1B | no change | -17.2% | 47 | Below its Pivot | 0 |
| KYMR Kymera Therapeutics, | 5.0% | $992.7M | no change | +16.3% | 51 | Above its Pivot | 0 |
| INSM Insmed | 4.7% | $937.8M | added 19% | -26.5% | 25 | Below its Pivot | 1 |
| CELC Celcuity | 4.2% | $828.2M | no change | -35.8% | 37 | Below its Pivot | 1 |
| KOD Kodiak Sciences | 3.9% | $776.1M | no change | +116.9% | 44 | Above its Pivot | 0 |
| RYTM Rhythm Pharmaceuticals, | 3.1% | $622.3M | no change | -8.4% | 43 | Below its Pivot | 4 |
| PRAX Praxis Precision Medicines | 3.0% | $587.0M | no change | -19.7% | 35 | Below its Pivot | 2 |
| ALKS Alkermes | 2.6% | $524.6M | no change | +8.8% | 54 | Above its Pivot | 1 |
| SMMT Summit Therapeutics | 2.4% | $477.7M | trimmed 10% | -4.7% | 38 | Below its Pivot | 0 |
| GRAL Grail, | 1.4% | $275.0M | no change | +72.5% | 37 | Above its Pivot | 0 |
| ABCL Abcellera Biologics | 1.3% | $259.1M | added 9% | +78.0% | 34 | Above its Pivot | 0 |
| IMVT Immunovant, | 1.1% | $209.4M | no change | -11.1% | 27 | Below its Pivot | 1 |
| IDYA Ideaya Biosciences, | 0.9% | $186.7M | added 27% | +1.8% | 33 | Above its Pivot | 0 |
| KNSA Kiniksa Pharmaceuticals In | 0.9% | $181.3M | no change | +30.1% | 51 | Above its Pivot | 1 |
| ROIV Roivant Sciences | 0.8% | $166.9M | trimmed 3% | +17.1% | 53 | Above its Pivot | 2 |
| ARWR Arrowhead Pharmaceuticals, | 0.8% | $162.4M | no change | -19.3% | 36 | Below its Pivot | 0 |
| IONS Ionis Pharmaceuticals, | 0.8% | $162.4M | no change | -36.6% | 48 | Below its Pivot | 1 |
| EWTX Edgewise Therapeutics, | 0.8% | $150.4M | trimmed 44% | +9.4% | 45 | Above its Pivot | 3 |
| REPL Replimune | 0.6% | $122.3M | no change | +25.8% | 35 | Above its Pivot | 0 |
| NRIX Nurix Therapeutics, | 0.6% | $113.0M | no change | +26.8% | 67 | Above its Pivot | 1 |
| STOK Stoke Therapeutics, | 0.6% | $109.2M | no change | -19.4% | 49 | Below its Pivot | 0 |
| GLUE Monte Rosa Therapeutics, | 0.5% | $105.2M | no change | -38.8% | 56 | Below its Pivot | 1 |
| IMTX Immatics N.v. | 0.5% | $96.3M | trimmed 13% | -24.2% | 43 | Below its Pivot | 2 |
| DNLI Denali Therapeutics | 0.5% | $96.0M | no change | -13.2% | 39 | Below its Pivot | 1 |
| CRNX Crinetics Pharmaceuticals, | 0.4% | $88.0M | no change | — | — | 1 | |
| DNTH Dianthus Therapeutics, | 0.4% | $83.1M | no change | -8.6% | 28 | Below its Pivot | 1 |
| GPCR Structure Therapeutics | 0.4% | $76.9M | no change | -57.9% | 20 | Below its Pivot | 1 |
| RAPP Rapport Therapeutics, | 0.3% | $64.5M | no change | -27.4% | 31 | Below its Pivot | 1 |
| ALMS Alumis | 0.3% | $56.6M | no change | -68.9% | 49 | Below its Pivot | 1 |
| PRLD Prelude Therapeutics | 0.3% | $54.0M | no change | -8.6% | 45 | Below its Pivot | 2 |
| RLAY Relay Therapeutics, | 0.3% | $52.9M | added 144% | +23.5% | 42 | Above its Pivot | 2 |
| MIRM Mirum Pharmaceuticals, | 0.3% | $52.2M | no change | -18.5% | 48 | Below its Pivot | 2 |
| BCYC Bicycle Therapeutics | 0.2% | $46.2M | no change | -23.4% | 33 | Below its Pivot | 0 |
| ELVN Enliven Therapeutics, | 0.2% | $45.9M | no change | -1.8% | 36 | Below its Pivot | 1 |
| CLDX Celldex Therapeutics, | 0.2% | $44.0M | added 78% | -10.2% | 37 | Below its Pivot | 0 |
| VRDN Viridian Therapeutics, | 0.2% | $43.8M | added 21% | +1.9% | 71 | Above its Pivot | 1 |
| DSGN Design Therapeutics, | 0.2% | $38.8M | added 4% | -15.6% | 30 | Below its Pivot | 0 |
| TRDA Entrada Therapeutics, | 0.2% | $37.3M | no change | -50.5% | 35 | Below its Pivot | 0 |
| FTH Faeth Therapeutics, | 0.2% | $32.2M | New buy | -31.6% | 21 | Below its Pivot | 1 |
| AKTS Aktis Oncology, | 0.2% | $32.1M | no change | — | — | 1 | |
| NGNE Neurogene | 0.2% | $31.2M | no change | -14.6% | 41 | Below its Pivot | 0 |
| JBIO Jade Biosciences, | 0.1% | $27.3M | trimmed 25% | -19.9% | 55 | Below its Pivot | 1 |
| TSHA Taysha Gene Therapies, | 0.1% | $27.3M | no change | -25.9% | 38 | Below its Pivot | 2 |
| RCUS Arcus Biosciences, | 0.1% | $26.0M | added 103% | -25.1% | 25 | Below its Pivot | 0 |
| IRON Disc Medicine, | 0.1% | $25.6M | no change | +5.5% | 64 | Above its Pivot | 2 |
| ABSI Absci | 0.1% | $24.7M | no change | +45.8% | 36 | Above its Pivot | 0 |
| GENB Generate Biomedicines, | 0.1% | $24.0M | no change | — | — | 1 | |
| DBVT DBV Technologies S.a. | 0.1% | $24.0M | no change | -43.1% | 39 | Below its Pivot | 2 |
| XENE Xenon Pharmaceuticals | 0.1% | $22.3M | no change | -32.7% | 39 | Below its Pivot | 2 |
| TECX Tectonic Therapeutic, | 0.1% | $20.9M | no change | -28.5% | 31 | Below its Pivot | 0 |
| CERS Cerus | 0.1% | $18.7M | trimmed 36% | -4.8% | 49 | Below its Pivot | 0 |
| CTMX Cytomx Therapeutics, | 0.1% | $18.7M | no change | -40.9% | 40 | Below its Pivot | 1 |
| DYN Dyne Therapeutics, | 0.1% | $18.1M | no change | -19.2% | 51 | Below its Pivot | 2 |
| CYTK Cytokinetics, | 0.1% | $18.0M | New buy | -12.7% | 45 | Below its Pivot | 0 |
| XNCR Xencor, | 0.1% | $17.7M | no change | +52.0% | 48 | Above its Pivot | 1 |
| SION Sionna Therapeutics, | 0.1% | $17.6M | no change | -88.4% | 20 | Below its Pivot | 4 |
| NTLA Intellia Therapeutics, | 0.1% | $15.7M | New buy | -14.1% | 36 | Below its Pivot | 1 |
| PBLS Parabilis Medicines, | 0.1% | $13.7M | New buy | — | — | 1 | |
| MPLT Maplight Therapeutics, | 0.1% | $13.1M | no change | — | — | 0 | |
| AVLN Avalyn Pharma | 0.1% | $11.5M | New buy | — | — | 1 | |
| EVMN Evommune, | 0.1% | $11.3M | no change | — | — | 1 | |
| BNTX Biontech SE | 0.1% | $11.1M | no change | -9.6% | 34 | Below its Pivot | 1 |
| TNGX Tango Therapeutics, | 0.1% | $10.4M | New buy | +5.9% | 51 | Above its Pivot | 1 |
| AVTX Avalo Therapeutics, | 0.1% | $10.2M | New buy | -57.4% | 14 | Below its Pivot | 1 |
| SERA Sera Prognostics, | 0.1% | $10.0M | no change | -6.4% | 54 | Below its Pivot | 0 |
| VSTM Verastem, | 0.1% | $9.5M | added 327% | +64.4% | 66 | Above its Pivot | 0 |
| SGMT Sagimet Biosciences | 0.0% | $7.4M | no change | +29.6% | 56 | Above its Pivot | 0 |
| EIKN Eikon Therapeutics, | 0.0% | $7.2M | no change | — | — | 0 | |
| LBRX LB Pharmaceuticals | 0.0% | $6.5M | no change | +20.7% | 63 | Above its Pivot | 1 |
| VTVT VTV Therapeutics, | 0.0% | $5.6M | no change | -24.4% | 30 | Below its Pivot | 0 |
| WVE Wave Life Sciences | 0.0% | $4.8M | no change | -58.7% | 29 | Below its Pivot | 1 |
| TARA Protara Therapeutics, | 0.0% | $3.7M | no change | -49.7% | 38 | Below its Pivot | 0 |
| TCRX Tscan Therapeutics, | 0.0% | $2.7M | no change | — | — | 0 | |
| IMNM Immunome, | 0.0% | $1.2M | New buy | -20.2% | 30 | Below its Pivot | 0 |
| SKYE Skye Bioscience, | 0.0% | $1.1M | no change | -69.3% | 35 | Below its Pivot | 0 |
| SANA Sana Biotechnology, | 0.0% | $1.1M | no change | -32.4% | 27 | Below its Pivot | 1 |
Largest 80 of 83 positions. Click any stock for its trend and everyone else who owns it.
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Source: Form 13F-HR on SEC EDGAR. 13Fs are filed up to 45 days after the quarter ends and show only long US-listed positions.