Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BAKER BROS. ADVISORS LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

BAKER BROS. ADVISORS LP (CIK 1263508) reported $17.42B across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: INCY ($2.89B, 16.62%), ONC ($2.61B, 15.00%), INSM ($1.21B, 6.97%), MDGL ($1.12B, 6.44%), ACAD ($954.9M, 5.48%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1INCYIncyte Corporation$2.89B16.62%30.7MAdded
2ONCBeOne Medicines Ltd.$2.61B15.00%8.8MHold
3INSMInsmed Incorporated$1.21B6.97%7.4MAdded
4MDGLMadrigal Pharmaceuticals, Inc.$1.12B6.44%2.1MHold
5ACADACADIA Pharmaceuticals Inc.$954.9M5.48%42.9MHold
6RVMDRevolution Medicines, Inc.$929.3M5.34%9.6MAdded
7CELCCelcuity Inc.$903.5M5.19%7.9MHold
8KODKodiak Sciences Inc.$759.3M4.36%19.9MHold
9KYMRKymera Therapeutics, Inc.$721.1M4.14%8.7MHold
10SMMTSummit Therapeutics Inc.$690.0M3.96%36.4MHold
11PRAXPraxis Precision Medicines, Inc.$564.9M3.24%1.8MAdded
12RYTMRhythm Pharmaceuticals, Inc.$487.4M2.80%5.6MHold
13ALKSAlkermes plc$354.0M2.03%10.0MHold
14GRALGRAIL, Inc.$208.2M1.20%4.0MAdded
15EWTXEdgewise Therapeutics, Inc.$207.1M1.19%6.6MHold
16IONSIonis Pharmaceuticals, Inc.$153.8M0.88%2.0MAdded
17KNSAKiniksa Pharmaceuticals International, plc$136.1M0.78%2.8MHold
18IMVTImmunovant, Inc.$135.6M0.78%5.5MHold
19ROIVRoivant Sciences Ltd.$134.8M0.77%4.9MTrimmed
20IDYAIDEAYA Biosciences, Inc.$131.5M0.76%3.9MAdded
21ARWRArrowhead Pharmaceuticals, Inc.$124.9M0.72%2.0MTrimmed
22IMTXImmatics N.V.$107.4M0.62%10.9MTrimmed
23STOKStoke Therapeutics, Inc.$108.6M0.62%3.3MHold
24ABCLAbCellera Biologics Inc.$105.7M0.61%30.3MAdded
25ABVXAbivax S.A.$97.5M0.56%875,796Hold

Source: SEC Form 13F filings · as of 2026-03-31