BAKER BROS. ADVISORS LP

CIK 0001263508 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

BAKER BROS. ADVISORS LP reported 84 positions worth $19.96B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: INCY (17.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$19.96B
2026 Q2
Positions
84
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.8%
Est. Net Flow (Q)
2026 Q2
10 / 84 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1INCYIncyte CorporationSH$3.49B17.48%30,762,330
2ONCBeOne Medicines Ltd.SH$2.51B12.57%8,801,567
3RVMDRevolution Medicines, Inc.SH$2.14B10.74%11,443,357
4MDGLMadrigal Pharmaceuticals, Inc.SH$1.15B5.77%2,143,131
5ACADACADIA Pharmaceuticals Inc.SH$1.09B5.44%42,912,904
6KYMRKymera Therapeutics, Inc.SH$992.7M4.97%8,657,242
7INSMInsmed IncorporatedSH$937.8M4.70%8,796,111
8CELCCelcuity Inc.SH$828.2M4.15%7,915,792
9KODKodiak Sciences Inc.SH$776.1M3.89%19,919,186
10RYTMRhythm Pharmaceuticals, Inc.SH$622.3M3.12%5,604,483

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BAKER BROS. ADVISORS LP hold as of Q2 2026?

BAKER BROS. ADVISORS LP reported 84 positions worth $19.96B in its Q2 2026 13F filing. Largest positions: INCY (17.5%), ONC (12.6%), RVMD (10.7%), MDGL (5.8%) and ACAD (5.4%).

What did BAKER BROS. ADVISORS LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BAKER BROS. ADVISORS LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.