Sponsored

The Analysis of BAKER BROS. ADVISORS LP's Holdings & P&L

Currently, BAKER BROS. ADVISORS LP holds 88 types of securities in its portfolio with a total value $18.1B. In the most recent quarter, they have increased their positions in INCY (+30.7M shares, valued at $2.9B), ONC (+8.8M shares, valued at $2.6B), INSM (+7.4M shares, valued at $1.2B); decreased their positions in PRAX (-27.6M shares, valued at $9.5B), GRAL (-27.6M shares, valued at $1.6B), GLUE (-27.6M shares, valued at $501.6M); initiated new positions in INCY (+30.7M shares, valued at $2.9B), ONC (+8.8M shares, valued at $2.6B), INSM (+7.4M shares, valued at $1.2B).

1M P&L

+184.3M+1.01%

3M P&L

+624.3M+3.51%

HY P&L

+652.9M+3.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology16.3B

95.5%

2Diagnostics & Research380.2M

2.2%

3Drug Manufacturers - Specialty & Generic354.0M

2.1%

Top Industries by Stock Count

1Biotechnology67 stocks

90.5%

2Medical Devices2 stocks

2.7%

3Diagnostics & Research2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INCY Incyte Corporation30.7M sharesnew addition2026-03-312026-05-15

ONC BeOne Medicines Ltd.8.8M sharesnew addition2026-03-312026-05-15

INSM Insmed Incorporated7.4M sharesnew addition2026-03-312026-05-15

MDGL Madrigal Pharmaceuticals, Inc.2.1M sharesnew addition2026-03-312026-05-15

ACAD ACADIA Pharmaceuticals Inc.42.9M sharesnew addition2026-03-312026-05-15

RVMD Revolution Medicines, Inc.9.6M sharesnew addition2026-03-312026-05-15

CELC Celcuity Inc.7.9M sharesnew addition2026-03-312026-05-15

KOD Kodiak Sciences Inc.19.9M sharesnew addition2026-03-312026-05-15

Sponsored

KYMR Kymera Therapeutics, Inc.8.7M sharesnew addition2026-03-312026-05-15

SMMT Summit Therapeutics Inc.36.4M sharesnew addition2026-03-312026-05-15

Praxis Precision Medicines, Inc. Praxis Precision Medicines, Inc.1.8M sharesnew addition2026-03-312026-05-15

RYTM Rhythm Pharmaceuticals, Inc.5.6M sharesnew addition2026-03-312026-05-15

ALKS Alkermes plc10.0M sharesnew addition2026-03-312026-05-15

GRAL GRAIL, Inc.4.0M sharesnew addition2026-03-312026-05-15

EWTX Edgewise Therapeutics, Inc.6.6M sharesnew addition2026-03-312026-05-15

PRAX 3.2M shares-89.53%2026-05-212026-05-26

Sponsored

GRAL 3.2M shares-89.53%2026-05-212026-05-26

KALA 3.2M shares-89.53%2026-05-212026-05-26

GLUE 3.2M shares-89.53%2026-05-212026-05-26

IONS Ionis Pharmaceuticals, Inc.2.0M sharesnew addition2026-03-312026-05-15

Kiniksa Pharmaceuticals International, plc Kiniksa Pharmaceuticals International, plc2.8M sharesnew addition2026-03-312026-05-15

IMVT Immunovant, Inc.5.5M sharesnew addition2026-03-312026-05-15

ROIV Roivant Sciences Ltd.4.9M sharesnew addition2026-03-312026-05-15

IDYA IDEAYA Biosciences, Inc.3.9M sharesnew addition2026-03-312026-05-15

Sponsored

Arrowhead Pharmaceuticals, Inc. Arrowhead Pharmaceuticals, Inc.2.0M sharesnew addition2026-03-312026-05-15

STOK Stoke Therapeutics, Inc.3.3M sharesnew addition2026-03-312026-05-15

IMTX Immatics N.V.10.9M sharesnew addition2026-03-312026-05-15

ABCL AbCellera Biologics Inc.30.3M sharesnew addition2026-03-312026-05-15

ABVX Abivax S.A.875.8K sharesnew addition2026-03-312026-05-15

CRNX Crinetics Pharmaceuticals, Inc.2.4M sharesnew addition2026-03-312026-05-15

REPL Replimune Group, Inc.11.0M sharesnew addition2026-03-312026-05-15

Celcuity Inc. Celcuity Inc.30.8M sharesnew addition2026-03-312026-05-15

Sponsored

NRIX Nurix Therapeutics, Inc.4.7M sharesnew addition2026-03-312026-05-15

DNLI Denali Therapeutics Inc.3.7M sharesnew addition2026-03-312026-05-15

DNTH Dianthus Therapeutics, Inc.852.2K sharesnew addition2026-03-312026-05-15

GLUE Monte Rosa Therapeutics, Inc.4.3M sharesnew addition2026-03-312026-05-15

GPCR Structure Therapeutics Inc.1.4M sharesnew addition2026-03-312026-05-15

TRDA Entrada Therapeutics, Inc.5.1M sharesnew addition2026-03-312026-05-15

BCYC Bicycle Therapeutics plc10.9M sharesnew addition2026-03-312026-05-15

SYRE Spyre Therapeutics, Inc.1.0M sharesnew addition2026-03-312026-05-15

Sponsored

RAPP Rapport Therapeutics, Inc.1.5M sharesnew addition2026-03-312026-05-15

ALMS Alumis Inc.2.0M sharesnew addition2026-03-312026-05-15

MIRM Mirum Pharmaceuticals, Inc.446.0K sharesnew addition2026-03-312026-05-15

VRDN Viridian Therapeutics, Inc.2.0M sharesnew addition2026-03-312026-05-15

ELVN Enliven Therapeutics, Inc.905.2K sharesnew addition2026-03-312026-05-15

PRLD Prelude Therapeutics Inc.10.1M sharesnew addition2026-03-312026-05-15

DBV Technologies S.A. DBV Technologies S.A.1.5M sharesnew addition2026-03-312026-05-15

DSGN Design Therapeutics, Inc.2.6M sharesnew addition2026-03-312026-05-15

Sponsored

CNTA Centessa Pharmaceuticals plc670.8K sharesnew addition2026-03-312026-05-15

CTMX CytomX Therapeutics, Inc.5.0M sharesnew addition2026-03-312026-05-15

JBIO Jade Biosciences, Inc.1.6M sharesnew addition2026-03-312026-05-15

IRON Disc Medicine, Inc.349.7K sharesnew addition2026-03-312026-05-15

IMCR Immunocore Holdings plc734.4K sharesnew addition2026-03-312026-05-15

XENE Xenon Pharmaceuticals Inc.370.2K sharesnew addition2026-03-312026-05-15

CLDX Celldex Therapeutics, Inc.665.4K sharesnew addition2026-03-312026-05-15

NGNE Neurogene Inc.991.7K sharesnew addition2026-03-312026-05-15

Sponsored

Evommune, Inc. Evommune, Inc.847.4K sharesnew addition2026-03-312026-05-15

TECX Tectonic Therapeutic, Inc.607.8K sharesnew addition2026-03-312026-05-15

CTNM Contineum Therapeutics, Inc.1.4M sharesnew addition2026-03-312026-05-15

ARGX argenx SE25.2K sharesnew addition2026-03-312026-05-15

CERS Cerus Corporation10.0M sharesnew addition2026-03-312026-05-15

TSHA Taysha Gene Therapies, Inc.4.0M sharesnew addition2026-03-312026-05-15

Aktis Oncology, Inc. Aktis Oncology, Inc.996.4K sharesnew addition2026-03-312026-05-15

Generate Biomedicines, Inc. Generate Biomedicines, Inc.1.4M sharesnew addition2026-03-312026-05-15

Sponsored

SION Sionna Therapeutics, Inc.400.0K sharesnew addition2026-03-312026-05-15

DYN Dyne Therapeutics, Inc.813.4K sharesnew addition2026-03-312026-05-15

XNCR Xencor, Inc.1.1M sharesnew addition2026-03-312026-05-15

CMPS COMPASS Pathways plc2.3M sharesnew addition2026-03-312026-05-15

RLAY Relay Therapeutics, Inc.1.2M sharesnew addition2026-03-312026-05-15

SERA Sera Prognostics, Inc.5.5M sharesnew addition2026-03-312026-05-15

BNTX BioNTech SE119.7K sharesnew addition2026-03-312026-05-15

PHVS Pharvaris N.V.375.0K sharesnew addition2026-03-312026-05-15

Sponsored

RCUS Arcus Biosciences, Inc.415.6K sharesnew addition2026-03-312026-05-15

MapLight Therapeutics, Inc. MapLight Therapeutics, Inc.364.7K sharesnew addition2026-03-312026-05-15

ABSI Absci Corporation2.1M sharesnew addition2026-03-312026-05-15

WVE Wave Life Sciences Ltd.822.6K sharesnew addition2026-03-312026-05-15

vTv Therapeutics, Inc. vTv Therapeutics, Inc.148.3K sharesnew addition2026-03-312026-05-15

Eikon Therapeutics, Inc. Eikon Therapeutics, Inc.555.6K sharesnew addition2026-03-312026-05-15

TARA Protara Therapeutics, Inc.971.6K sharesnew addition2026-03-312026-05-15

SGMT Sagimet Biosciences Inc.953.0K sharesnew addition2026-03-312026-05-15

Sponsored

LBRX LB Pharmaceuticals Inc.200.0K sharesnew addition2026-03-312026-05-15

Verastem, Inc. Verastem, Inc.584.8K sharesnew addition2026-03-312026-05-15

TCRX TScan Therapeutics, Inc.2.8M sharesnew addition2026-03-312026-05-15

Skye Bioscience, Inc. Skye Bioscience, Inc.1.6M sharesnew addition2026-03-312026-05-15

SANA Sana Biotechnology, Inc.310.5K sharesnew addition2026-03-312026-05-15

Aligos Therapeutics, Inc. Aligos Therapeutics, Inc.83.1K sharesnew addition2026-03-312026-05-15

TYRA Tyra Biosciences, Inc.10.6K sharesnew addition2026-03-312026-05-15

SRZNW Surrozen, Inc.833.3K sharesnew addition2026-03-312026-05-15

Sponsored

INCY

Incyte Corporation

New

Shares30.7M

Event2026-03-31

Filed2026-05-15

ONC

BeOne Medicines Ltd.

New

Shares8.8M

Event2026-03-31

Filed2026-05-15

INSM

Insmed Incorporated

New

Shares7.4M

Event2026-03-31

Filed2026-05-15

MDGL

Madrigal Pharmaceuticals, Inc.

New

Shares2.1M

Event2026-03-31

Filed2026-05-15

ACAD

ACADIA Pharmaceuticals Inc.

New

Shares42.9M

Event2026-03-31

Filed2026-05-15

RVMD

Revolution Medicines, Inc.

New

Shares9.6M

Event2026-03-31

Filed2026-05-15

CELC

Celcuity Inc.

New

Shares7.9M

Event2026-03-31

Filed2026-05-15

KOD

Kodiak Sciences Inc.

New

Shares19.9M

Event2026-03-31

Filed2026-05-15

KYMR

Kymera Therapeutics, Inc.

New

Shares8.7M

Event2026-03-31

Filed2026-05-15

SMMT

Summit Therapeutics Inc.

New

Shares36.4M

Event2026-03-31

Filed2026-05-15

Praxis Precision Medicines, Inc.

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

RYTM

Rhythm Pharmaceuticals, Inc.

New

Shares5.6M

Event2026-03-31

Filed2026-05-15

ALKS

Alkermes plc

New

Shares10.0M

Event2026-03-31

Filed2026-05-15

GRAL

GRAIL, Inc.

New

Shares4.0M

Event2026-03-31

Filed2026-05-15

EWTX

Edgewise Therapeutics, Inc.

New

Shares6.6M

Event2026-03-31

Filed2026-05-15

PRAX

-89.53%

Shares3.2M

Event2026-05-21

Filed2026-05-26

GRAL

-89.53%

Shares3.2M

Event2026-05-21

Filed2026-05-26

KALA

-89.53%

Shares3.2M

Event2026-05-21

Filed2026-05-26

GLUE

-89.53%

Shares3.2M

Event2026-05-21

Filed2026-05-26

IONS

Ionis Pharmaceuticals, Inc.

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

Kiniksa Pharmaceuticals International, plc

New

Shares2.8M

Event2026-03-31

Filed2026-05-15

IMVT

Immunovant, Inc.

New

Shares5.5M

Event2026-03-31

Filed2026-05-15

ROIV

Roivant Sciences Ltd.

New

Shares4.9M

Event2026-03-31

Filed2026-05-15

IDYA

IDEAYA Biosciences, Inc.

New

Shares3.9M

Event2026-03-31

Filed2026-05-15

Arrowhead Pharmaceuticals, Inc.

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

STOK

Stoke Therapeutics, Inc.

New

Shares3.3M

Event2026-03-31

Filed2026-05-15

IMTX

Immatics N.V.

New

Shares10.9M

Event2026-03-31

Filed2026-05-15

ABCL

AbCellera Biologics Inc.

New

Shares30.3M

Event2026-03-31

Filed2026-05-15

ABVX

Abivax S.A.

New

Shares875.8K

Event2026-03-31

Filed2026-05-15

CRNX

Crinetics Pharmaceuticals, Inc.

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

REPL

Replimune Group, Inc.

New

Shares11.0M

Event2026-03-31

Filed2026-05-15

Celcuity Inc.

New

Shares30.8M

Event2026-03-31

Filed2026-05-15

NRIX

Nurix Therapeutics, Inc.

New

Shares4.7M

Event2026-03-31

Filed2026-05-15

DNLI

Denali Therapeutics Inc.

New

Shares3.7M

Event2026-03-31

Filed2026-05-15

DNTH

Dianthus Therapeutics, Inc.

New

Shares852.2K

Event2026-03-31

Filed2026-05-15

GLUE

Monte Rosa Therapeutics, Inc.

New

Shares4.3M

Event2026-03-31

Filed2026-05-15

GPCR

Structure Therapeutics Inc.

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

TRDA

Entrada Therapeutics, Inc.

New

Shares5.1M

Event2026-03-31

Filed2026-05-15

BCYC

Bicycle Therapeutics plc

New

Shares10.9M

Event2026-03-31

Filed2026-05-15

SYRE

Spyre Therapeutics, Inc.

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

RAPP

Rapport Therapeutics, Inc.

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

ALMS

Alumis Inc.

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

MIRM

Mirum Pharmaceuticals, Inc.

New

Shares446.0K

Event2026-03-31

Filed2026-05-15

VRDN

Viridian Therapeutics, Inc.

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

ELVN

Enliven Therapeutics, Inc.

New

Shares905.2K

Event2026-03-31

Filed2026-05-15

PRLD

Prelude Therapeutics Inc.

New

Shares10.1M

Event2026-03-31

Filed2026-05-15

DBV Technologies S.A.

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

DSGN

Design Therapeutics, Inc.

New

Shares2.6M

Event2026-03-31

Filed2026-05-15

CNTA

Centessa Pharmaceuticals plc

New

Shares670.8K

Event2026-03-31

Filed2026-05-15

CTMX

CytomX Therapeutics, Inc.

New

Shares5.0M

Event2026-03-31

Filed2026-05-15

JBIO

Jade Biosciences, Inc.

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

IRON

Disc Medicine, Inc.

New

Shares349.7K

Event2026-03-31

Filed2026-05-15

IMCR

Immunocore Holdings plc

New

Shares734.4K

Event2026-03-31

Filed2026-05-15

XENE

Xenon Pharmaceuticals Inc.

New

Shares370.2K

Event2026-03-31

Filed2026-05-15

CLDX

Celldex Therapeutics, Inc.

New

Shares665.4K

Event2026-03-31

Filed2026-05-15

NGNE

Neurogene Inc.

New

Shares991.7K

Event2026-03-31

Filed2026-05-15

Evommune, Inc.

New

Shares847.4K

Event2026-03-31

Filed2026-05-15

TECX

Tectonic Therapeutic, Inc.

New

Shares607.8K

Event2026-03-31

Filed2026-05-15

CTNM

Contineum Therapeutics, Inc.

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

ARGX

argenx SE

New

Shares25.2K

Event2026-03-31

Filed2026-05-15

CERS

Cerus Corporation

New

Shares10.0M

Event2026-03-31

Filed2026-05-15

TSHA

Taysha Gene Therapies, Inc.

New

Shares4.0M

Event2026-03-31

Filed2026-05-15

Aktis Oncology, Inc.

New

Shares996.4K

Event2026-03-31

Filed2026-05-15

Generate Biomedicines, Inc.

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

SION

Sionna Therapeutics, Inc.

New

Shares400.0K

Event2026-03-31

Filed2026-05-15

DYN

Dyne Therapeutics, Inc.

New

Shares813.4K

Event2026-03-31

Filed2026-05-15

XNCR

Xencor, Inc.

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

CMPS

COMPASS Pathways plc

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

RLAY

Relay Therapeutics, Inc.

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

SERA

Sera Prognostics, Inc.

New

Shares5.5M

Event2026-03-31

Filed2026-05-15

BNTX

BioNTech SE

New

Shares119.7K

Event2026-03-31

Filed2026-05-15

PHVS

Pharvaris N.V.

New

Shares375.0K

Event2026-03-31

Filed2026-05-15

RCUS

Arcus Biosciences, Inc.

New

Shares415.6K

Event2026-03-31

Filed2026-05-15

MapLight Therapeutics, Inc.

New

Shares364.7K

Event2026-03-31

Filed2026-05-15

ABSI

Absci Corporation

New

Shares2.1M

Event2026-03-31

Filed2026-05-15

WVE

Wave Life Sciences Ltd.

New

Shares822.6K

Event2026-03-31

Filed2026-05-15

vTv Therapeutics, Inc.

New

Shares148.3K

Event2026-03-31

Filed2026-05-15

Eikon Therapeutics, Inc.

New

Shares555.6K

Event2026-03-31

Filed2026-05-15

TARA

Protara Therapeutics, Inc.

New

Shares971.6K

Event2026-03-31

Filed2026-05-15

SGMT

Sagimet Biosciences Inc.

New

Shares953.0K

Event2026-03-31

Filed2026-05-15

LBRX

LB Pharmaceuticals Inc.

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

Verastem, Inc.

New

Shares584.8K

Event2026-03-31

Filed2026-05-15

TCRX

TScan Therapeutics, Inc.

New

Shares2.8M

Event2026-03-31

Filed2026-05-15

Skye Bioscience, Inc.

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

SANA

Sana Biotechnology, Inc.

New

Shares310.5K

Event2026-03-31

Filed2026-05-15

Aligos Therapeutics, Inc.

New

Shares83.1K

Event2026-03-31

Filed2026-05-15

TYRA

Tyra Biosciences, Inc.

New

Shares10.6K

Event2026-03-31

Filed2026-05-15

SRZNW

Surrozen, Inc.

New

Shares833.3K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available