Baker Bros. Advisors LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Baker Bros. Advisors LP disclosed 84 US equity positions worth $17.4bn in its Q1 2026 13F filing. The largest position was INCY at 16.6% of the reported book, followed by ONC and INSM.
What did Baker Bros. Advisors LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INCY Incyte Corporation | Healthcare | 16.6% | $2.9bn | 30,744,412 | – | |
| 2 | ONC BeOne Medicines Ltd. | Healthcare | 15.0% | $2.6bn | 8,799,053 | – | |
| 3 | INSM Insmed Incorporated | Healthcare | 7.0% | $1.2bn | 7,421,111 | – | |
| 4 | MDGL Madrigal Pharmaceuticals, Inc. | Healthcare | 6.4% | $1.1bn | 2,141,701 | – | |
| 5 | ACAD ACADIA Pharmaceuticals Inc. | Healthcare | 5.5% | $954.9m | 42,896,690 | – | |
| 6 | RVMD Revolution Medicines, Inc. | Healthcare | 5.3% | $929.3m | 9,555,357 | – | |
| 7 | CELC Celcuity Inc. | Healthcare | 5.2% | $903.5m | 7,915,792 | – | |
| 8 | KOD Kodiak Sciences Inc. | Healthcare | 4.4% | $759.3m | 19,919,186 | – | |
| 9 | KYMR Kymera Therapeutics, Inc. | Healthcare | 4.1% | $721.1m | 8,657,242 | – | |
| 10 | SMMT Summit Therapeutics Inc. | Healthcare | 4.0% | $690.0m | 36,391,063 | – | |
| 11 | PRAX Praxis Precision Medicines, Inc. | Healthcare | 3.2% | $564.9m | 1,753,198 | – | |
| 12 | RYTM Rhythm Pharmaceuticals, Inc. | Healthcare | 2.8% | $487.4m | 5,604,483 | – | |
| 13 | ALKS Alkermes plc | Healthcare | 2.0% | $354.0m | 10,012,267 | – | |
| 14 | GRAL GRAIL, Inc. | Healthcare | 1.2% | $208.2m | 4,028,614 | – | |
| 15 | EWTX Edgewise Therapeutics, Inc. | Healthcare | 1.2% | $207.1m | 6,575,940 | – | |
| 16 | IONS Ionis Pharmaceuticals, Inc. | Healthcare | 0.9% | $153.8m | 2,047,727 | – | |
| 17 | Kiniksa Pharmaceuticals International, plc | 0.8% | $136.1m | 2,826,246 | – | ||
| 18 | IMVT Immunovant, Inc. | Healthcare | 0.8% | $135.6m | 5,457,881 | – | |
| 19 | ROIV Roivant Sciences Ltd. | Healthcare | 0.8% | $134.8m | 4,867,723 | – | |
| 20 | IDYA IDEAYA Biosciences, Inc. | Healthcare | 0.8% | $131.5m | 3,946,515 | – | |
| 21 | ARWR Arrowhead Pharmaceuticals, Inc. | Healthcare | 0.7% | $124.9m | 1,992,783 | – | |
| 22 | STOK Stoke Therapeutics, Inc. | Healthcare | 0.6% | $108.6m | 3,336,697 | – | |
| 23 | IMTX Immatics N.V. | Healthcare | 0.6% | $107.4m | 10,916,693 | – | |
| 24 | ABCL AbCellera Biologics Inc. | Healthcare | 0.6% | $105.7m | 30,275,938 | – | |
| 25 | ABVX Abivax S.A. | Healthcare | 0.6% | $97.5m | 875,796 | – | |
| 26 | CRNXGBP Crinetics Pharmaceuticals, Inc. | 0.5% | $85.4m | 2,351,465 | – | ||
| 27 | REPL Replimune Group, Inc. | Healthcare | 0.5% | $84.5m | 11,045,336 | – | |
| 28 | Celcuity Inc. | 0.4% | $74.9m | 30,750,000 | – | ||
| 29 | NRIX Nurix Therapeutics, Inc. | Healthcare | 0.4% | $72.2m | 4,658,556 | – | |
| 30 | DNLI Denali Therapeutics Inc. | Healthcare | 0.4% | $71.6m | 3,731,695 | – | |
| 31 | DNTH Dianthus Therapeutics, Inc. | Healthcare | 0.4% | $71.5m | 852,164 | – | |
| 32 | GLUE Monte Rosa Therapeutics, Inc. | Healthcare | 0.4% | $71.5m | 4,345,736 | – | |
| 33 | GPCR Structure Therapeutics Inc. | Healthcare | 0.4% | $69.0m | 1,432,529 | – | |
| 34 | TRDA Entrada Therapeutics, Inc. | 0.4% | $64.0m | 5,072,730 | – | ||
| 35 | BCYC Bicycle Therapeutics plc | Healthcare | 0.3% | $50.5m | 10,885,357 | – | |
| 36 | SYRE Spyre Therapeutics, Inc. | Healthcare | 0.3% | $50.4m | 1,000,000 | – | |
| 37 | RAPP Rapport Therapeutics, Inc. | 0.3% | $48.4m | 1,547,090 | – | ||
| 38 | ALMS Alumis Inc. | Healthcare | 0.3% | $44.3m | 2,012,500 | – | |
| 39 | MIRM Mirum Pharmaceuticals, Inc. | Healthcare | 0.2% | $41.2m | 445,975 | – | |
| 40 | VRDN Viridian Therapeutics, Inc. | Healthcare | 0.2% | $38.6m | 1,971,678 | – | |
| 41 | ELVN Enliven Therapeutics, Inc. | Healthcare | 0.2% | $35.5m | 905,191 | – | |
| 42 | PRLD Prelude Therapeutics Inc. | 0.2% | $34.6m | 10,123,824 | – | ||
| 43 | DBVT DBV Technologies S.A. | 0.2% | $30.5m | 1,461,425 | – | ||
| 44 | DSGN Design Therapeutics, Inc. | Healthcare | 0.2% | $27.5m | 2,585,978 | – | |
| 45 | CNTA Centessa Pharmaceuticals plc | 0.2% | $26.6m | 670,751 | – | ||
| 46 | CTMX CytomX Therapeutics, Inc. | Healthcare | 0.1% | $23.4m | 4,975,826 | – | |
| 47 | JBIO Jade Biosciences, Inc. | Healthcare | 0.1% | $23.1m | 1,641,137 | – | |
| 48 | IRON Disc Medicine, Inc. | Healthcare | 0.1% | $22.4m | 349,657 | – | |
| 49 | IMCR Immunocore Holdings plc | Healthcare | 0.1% | $22.1m | 734,397 | – | |
| 50 | XENE Xenon Pharmaceuticals Inc. | Healthcare | 0.1% | $21.5m | 370,208 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.