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CIK: 0001263508
Total reported value
$20.0B
$20.0B
84 檔
44.1%
During the Q1 2026 filing period, Baker Bros. Advisors LP (CIK: 0001263508) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $20.0B across 84 reported positions.
In Q1 2026, Baker Bros. Advisors LP displayed an active expansion posture, initiating 7 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INCY | Incyte CORP | Stock-Healthcare | 16.62% | +0.86% | +0.00% | |
| 2 | ONC | Beone Medicines Ltd-adr | Stock-Other | 15.00% | -2.43% | — | |
| 3 | INSM | Insmed Inc | Stock-Healthcare | 6.97% | -2.27% | +12.56% | |
| 4 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 6.44% | -0.67% | — | |
| 5 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 5.48% | -0.04% | — | |
| 6 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 5.34% | +5.40% | +1.06% | |
| 7 | CELC | Celcuity Inc | Stock-Other | 5.19% | -1.04% | — | |
| 8 | KOD | Kodiak Sciences Inc | Stock-Other | 4.36% | -0.47% | — | |
| 9 | KYMR | Kymera Therapeutics Inc | Stock-Other | 4.14% | +0.83% | — | |
| 10 | SMMT | Summit Therapeutics Inc | Stock-Other | 3.96% | -1.57% | — | |
| 11 | PRAX | Praxis Precision Medicines I | Stock-Other | 3.24% | -0.30% | +55.63% | |
| 12 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 2.80% | +0.32% | — | |
| 13 | ALKS | Alkermes plc | Stock-Healthcare | 2.03% | +0.60% | — | |
| 14 | GRAL | Grail Inc | Stock-Healthcare | 1.20% | +0.18% | +93.19% | |
| 15 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.19% | -0.44% | — | |
| 16 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 0.88% | -0.07% | +14.28% | |
| 17 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 0.78% | +0.13% | — | |
| 18 | IMVT | Immunovant Inc | Stock-Other | 0.78% | +0.27% | — | |
| 19 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 0.77% | +0.07% | -12.37% | |
| 20 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.76% | +0.18% | +9.06% | |
| 21 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.72% | +0.09% | -8.40% | |
| 22 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.62% | -0.07% | — | |
| 23 | ✓ | Immatics NV | Stock-Other | 0.62% | -0.14% | -9.74% | |
| 24 | ABCL | Abcellera Biologics Inc | Stock-Other | 0.61% | +0.69% | +9.99% | |
| 25 | ABVX | Abivax Sa-adr | Stock-Other | 0.56% | -0.56% | EXIT | |
| 26 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 0.49% | -0.05% | +42.61% | |
| 27 | REPL | Replimune Group Inc | Stock-Other | 0.49% | +0.12% | — | |
| 28 | CELC 2.75 08-01-31Bond | Celcuity Inc | Bond | 0.43% | -0.08% | — | |
| 29 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.41% | +0.16% | — | |
| 30 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.41% | +0.07% | — | |
| 31 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 0.41% | +0.01% | +7.90% | |
| 32 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.41% | +0.12% | — | |
| 33 | GPCR | Structure Therapeutics Inc | Stock-Other | 0.40% | -0.01% | — | |
| 34 | TRDA | Entrada Therapeutics Inc | Stock-Other | 0.37% | -0.18% | — | |
| 35 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 0.29% | -0.06% | — | |
| 36 | SYRE | Spyre Therapeutics Inc | Stock-Other | 0.29% | -0.29% | EXIT | |
| 37 | RAPP | Rapport Therapeutics Inc | Stock-Other | 0.28% | +0.04% | — | |
| 38 | ALMS | Alumis Inc | Stock-Other | 0.25% | +0.03% | +28.80% | |
| 39 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.24% | +0.02% | — | |
| 40 | VRDN | Viridian Therapeutics Inc | Stock-Other | 0.22% | — | — | |
| 41 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.20% | +0.03% | +233.52% | |
| 42 | PRLD | Prelude Therapeutics Inc | Stock-Other | 0.20% | +0.07% | — | |
| 43 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 0.18% | -0.06% | — | |
| 44 | DSGN | Design Therapeutics Inc | Stock-Other | 0.16% | +0.03% | +15.80% | |
| 45 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.15% | -0.15% | EXIT | |
| 46 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.13% | -0.04% | +17.06% | |
| 47 | JBIO | Jade Biosciences Inc | Stock-Other | 0.13% | +0.01% | — | |
| 48 | IRON | Disc Medicine Inc | Stock-Other | 0.13% | — | +3.74% | |
| 49 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.13% | -0.13% | EXIT | |
| 50 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 0.12% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRAX | Praxis Precision Medicines I | +1.3% | +55.63% | Add |
| 2 | KOD | Kodiak Sciences Inc | +1.1% | — | Unchanged |
| 3 | RVMD | Revolution Medicines Inc | +0.9% | +1.06% | Add |
| 4 | CELC | Celcuity Inc | +0.6% | — | Unchanged |
| 5 | ALKS | Alkermes plc | +0.4% | — | Unchanged |
| 6 | INSM | Insmed Inc | +0.3% | +12.56% | Add |
| 7 | SMMT | Summit Therapeutics Inc | +0.2% | — | Unchanged |
| 8 | EWTX | Edgewise Therapeutics Inc | +0.2% | — | Unchanged |
| 9 | DNTH | Dianthus Therapeutics Inc | +0.2% | +7.90% | Add |
| 10 | KYMR | Kymera Therapeutics Inc | +0.2% | — | Unchanged |
| 11 | ELVN | Enliven Therapeutics Inc | +0.2% | +233.52% | Add |
| 12 | ALMS | Alumis Inc | +0.2% | +28.80% | Add |
| 13 | GRAL | Grail Inc | +0.2% | +93.19% | Add |
| 14 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.1% | — | Unchanged |
| 15 | SYRE | Spyre Therapeutics Inc | +0.1% | — | Unchanged |
| 16 | ROIV | Roivant Sciences Ltd. | +0.1% | -12.37% | Trim |
| 17 | TRDA | Entrada Therapeutics Inc | +0.1% | — | Unchanged |
| 18 | ABCL | Abcellera Biologics Inc | +0.1% | +9.99% | Add |
| 19 | IONS | Ionis Pharmaceuticals Inc | +0.1% | +14.28% | Add |
| 20 | DNLI | Denali Therapeutics Inc | +0.1% | — | Unchanged |
| 21 | 260 | Centessa Pharmaceuticals-adr | +0.1% | — | Unchanged |
| 22 | CRNX | Crinetics Pharmaceuticals In | 0% | +42.61% | Add |
| 23 | CELC 2.75 08-01-31Bond | Celcuity Inc | 0% | — | Unchanged |
| 24 | DSGN | Design Therapeutics Inc | 0% | +15.80% | Add |
| 25 | IDYA | Ideaya Biosciences Inc | 0% | +9.06% | Add |
| 26 | PRLD | Prelude Therapeutics Inc | 0% | — | Unchanged |
| 27 | CTMX | Cytomx Therapeutics Inc | 0% | +17.06% | Add |
| 28 | XENE | Xenon Pharmaceuticals Inc | 0% | — | Unchanged |
| 29 | DBVT | Dbv Technologies Sa-spon Adr | 0% | — | Unchanged |
| 30 | GLUE | Monte Rosa Therapeutics Inc | 0% | — | Unchanged |
| 31 | CLDX | Celldex Therapeutics Inc | 0% | — | Unchanged |
| 32 | RCUS | Arcus Biosciences Inc | 0% | +53.93% | Add |
| 33 | CTNM | Contineum Therapeutics Inc-a | 0% | — | Unchanged |
| 34 | RLAY | Relay Therapeutics Inc | 0% | — | Unchanged |
| 35 | RAPP | Rapport Therapeutics Inc | 0% | — | Unchanged |
| 36 | STOK | Stoke Therapeutics Inc | — | — | Unchanged |
| 37 | ABSI | Absci CORP | — | — | Unchanged |
| 38 | MPLT | Maplight Therapeutics Inc | — | — | Unchanged |
| 39 | SGMT | Sagimet Biosciences Inc-a | — | — | Unchanged |
| 40 | LBRX | Lb Pharmaceuticals Inc | — | — | Unchanged |
| 41 | SANA | Sana Biotechnology Inc | — | — | Unchanged |
| 42 | PHVS | Pharvaris N.V. | — | — | Unchanged |
| 43 | ALGS | Aligos Therapeutics Inc | — | — | Unchanged |
| 44 | TYRA | Tyra Biosciences Inc | — | — | Unchanged |
| 45 | SKYE | Skye Bioscience Inc | — | +8.59% | Add |
| 46 | TARA | Protara Therapeutic Inc | — | — | Unchanged |
| 47 | WVE | Wave Life Sciences Ltd. | — | +139.10% | Add |
| 48 | TECX | Tectonic Therapeutic Inc | — | -32.72% | Trim |
| 49 | VTVT | Vtv Therapeutics Inc- Cl A | — | — | Unchanged |
| 50 | TCRX | Tscan Therapeutics Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Baker Bros. Advisors LP reported a total U.S. public equity portfolio value of $20.0B across 84 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including INCY, ONC, INSM) accounted for 44.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
MIRM
市值: $41.2M
Top Position Liquidated / Trimmed
RARE
前期市值: $63.8M
During Q1 2026, Baker Bros. Advisors LP's top holdings by market value included INCY (16.6%)、ONC (15.0%)、INSM (7.0%). The largest single position, INCY, represented 16.6% of total portfolio value.
In Q1 2026, Baker Bros. Advisors LP made 40 total portfolio adjustments, initiating 7 new buys, adding to 18 positions, trimming 6 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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