13F Filings/BAKER BROS. ADVISORS LP

BAKER BROS. ADVISORS LP

Hedge FundCIK0001263508LocationNEW YORK, NY 10014, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ1 2026Quarter ended31 Mar 2026Filed15 May 2026
Portfolio Turnover
3%
Of book traded, QoQ
Positions
84
Long U.S. equities
Top 10 Concentration
73%
Of reported value
QoQ Change
$337.1M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
13F AUM over time
$17.4B
Q1 ’26 · 13F AUM
▲ 2%
2 quarters
Showing the last 5 years of filings. Want this fund’s full history back to inception?
Reported Holdings
Q1 2026 · upgrade to Pro for past quarters
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★ Position spotlightINCYIncyte Corporation · 16.6% of book
🔒
See how this position changed across every quarter
Multi-quarter 13F position history — shares held, buys & sells, and price over time — is a Pro feature. The latest snapshot below stays free.
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
Incyte Corporation
INCY· Health Care
30.74MSH$2.9B~$94.12$117.67▲25.0%16.6%▲ 0.0%Added
BeOne Medicines Ltd.
ONC· Health Care
8.80MSH$2.6B~$296.97$325.90▲9.7%15.0%—Unchanged
Insmed Incorporated
INSM· Health Care
7.42MSH$1.2B~$163.52$106.92▼34.6%7.0%▲ 12.6%Added
Madrigal Pharmaceuticals, Inc.
MDGL· Health Care
2.14MSH$1.1B~$523.47$544.51▲4.0%6.4%—Unchanged
ACADIA Pharmaceuticals Inc.
ACAD· Health Care
42.90MSH$954.9M~$22.26$24.84▲11.6%5.5%—Unchanged
Revolution Medicines, Inc.
RVMD· Health Care
9.56MSH$929.3M~$97.25$189.23▲94.6%5.3%▲ 1.1%Added
Celcuity Inc.
CELC· Health Care
7.92MSH$903.5M~$114.14$82.62▼27.6%5.2%—Unchanged
Kodiak Sciences Inc.
KOD· Health Care
19.92MSH$759.3M~$38.12$41.41▲8.6%4.4%—Unchanged
Kymera Therapeutics, Inc.
KYMR· Health Care
8.66MSH$721.1M~$83.29$110.57▲32.8%4.1%—Unchanged
Summit Therapeutics Inc.
SMMT· Health Care
36.39MSH$690.0M~$18.96$13.66▼28.0%4.0%—Unchanged
INCYIncyte CorporationAdded
$2.9B· 16.6%· 30.74M SH· ▲ 0.0%· cost $94.12· last $117.67· ▲25.0%
Health Care · COM · SOLE
ONCBeOne Medicines Ltd.Unchanged
$2.6B· 15.0%· 8.80M SH· —· cost $296.97· last $325.90· ▲9.7%
Health Care · SPONSORED ADS · SOLE
INSMInsmed IncorporatedAdded
$1.2B· 7.0%· 7.42M SH· ▲ 12.6%· cost $163.52· last $106.92· ▼34.6%
Health Care · COM PAR $.01 · SOLE
MDGLMadrigal Pharmaceuticals, Inc.Unchanged
$1.1B· 6.4%· 2.14M SH· —· cost $523.47· last $544.51· ▲4.0%
Health Care · COM · SOLE
ACADACADIA Pharmaceuticals Inc.Unchanged
$954.9M· 5.5%· 42.90M SH· —· cost $22.26· last $24.84· ▲11.6%
Health Care · COM · SOLE
RVMDRevolution Medicines, Inc.Added
$929.3M· 5.3%· 9.56M SH· ▲ 1.1%· cost $97.25· last $189.23· ▲94.6%
Health Care · COM · SOLE
CELCCelcuity Inc.Unchanged
$903.5M· 5.2%· 7.92M SH· —· cost $114.14· last $82.62· ▼27.6%
Health Care · COM · SOLE
KODKodiak Sciences Inc.Unchanged
$759.3M· 4.4%· 19.92M SH· —· cost $38.12· last $41.41· ▲8.6%
Health Care · COM · SOLE
KYMRKymera Therapeutics, Inc.Unchanged
$721.1M· 4.1%· 8.66M SH· —· cost $83.29· last $110.57· ▲32.8%
Health Care · COM · SOLE
SMMTSummit Therapeutics Inc.Unchanged
$690.0M· 4.0%· 36.39M SH· —· cost $18.96· last $13.66· ▼28.0%
Health Care · COM · SOLE
1–10 of 84
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Sector Breakdown
Q1 2026
Health Care94.9% · $16.5B
Unclassified5.1% · $892.0M
← All 13F filings