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BAKER BROS. ADVISORS LP

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch
$20.0B
Reported value of US stock holdings on Jun 30, the filing's own figure
84 positions · filed Aug 14, 45 days after the quarter ended
Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

8, biggest 4
FTH Faeth Therapeutics, Inc. 1.3M shares0.2% of this fund's holdings
CYTK Cytokinetics, Incorporated 211K sharesunder 0.1% of this fund's holdings
NTLA Intellia Therapeutics, Inc. 930K sharesunder 0.1% of this fund's holdings
PBLS Parabilis Medicines, Inc. 500K sharesunder 0.1% of this fund's holdings

Sold out

8, biggest 4
ABVX Abivax S.A. All 876K shares
SYRE Spyre Therapeutics, Inc. All 1.0M shares
CNTA Centessa Pharmaceuticals plc All 671K shares
IMCR Immunocore Holdings plc All 734K shares

Added to

10, biggest 4
RVMD Revolution Medicines, Inc. +1.9M shares+20%
INSM Insmed Incorporated +1.4M shares+19%
ABCL AbCellera Biologics Inc. +2.7M shares+9%
IDYA IDEAYA Biosciences, Inc. +1.1M shares+27%

Trimmed

6, biggest 4
SMMT Summit Therapeutics Inc. −3.6M shares−10%
no ticker Roivant Sciences Ltd. −151K shares−3%
EWTX Edgewise Therapeutics, Inc. −2.9M shares−44%
no ticker Immatics N.V. −1.4M shares−13%

Top holdings

Reference, not news
Top holdings · 84 positionsSwipe →
#TickerCompanyShares Share of this fund's holdingsvs last quarter
1 INCY Incyte Corporation 30.8M 17.5% No change
2 ONC BeOne Medicines Ltd. 8.8M 12.6% No change
3 RVMD Revolution Medicines, Inc. 11.4M 10.7% +20%
4 MDGL Madrigal Pharmaceuticals, Inc. 2.1M 5.8% No change
5 ACAD ACADIA Pharmaceuticals Inc. 42.9M 5.4% No change
6 KYMR Kymera Therapeutics, Inc. 8.7M 5.0% No change
7 INSM Insmed Incorporated 8.8M 4.7% +19%
8 CELC Celcuity Inc. 7.9M 4.2% No change

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.

Stakes filed by this fund

Schedules 13D and 13G · 1 on file
StakeStake reportSep 16
7.8% of the shares ONC BeOne Medicines Ltd.
Schedule 13D: may seek changes
Amendment