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BBA

Baker Bros. Advisors Portfolio holdings

AUM $20B
1-Year Est. Return 154.41%
This Fund
S&P 500
This Quarter Est. Return
+22.23%
1 Year Est. Return
+154.41%
3 Year Est. Return
+448.58%
5 Year Est. Return
+670.61%
10 Year Est. Return
+4,743.65%
AUM
$20B
AUM Growth
+$2.54B
Cap. Flow
+$128M
Cap. Flow %
0.64%
Top 10 Hldgs %
72.82%
Holding
92
New
8
Increased
16
Reduced
7
Closed
9

Top Buys

Rank Stock Value
1
RVMD icon
Revolution Medicines
RVMD
+$276M
2
INSM icon
Insmed
INSM
+$166M
3
IDYA icon
IDEAYA Biosciences
IDYA
+$32.6M
4
FTH
Faeth Therapeutics
FTH
+$29.8M
5
RLAY icon
Relay Therapeutics
RLAY
+$24.2M

Top Sells

Rank Stock Value
1
EWTX icon
Edgewise Therapeutics
EWTX
+$99.1M
2
ABVX
Abivax
ABVX
+$97.5M
3
SMMT icon
Summit Therapeutics
SMMT
+$63.9M
4
SYRE icon
Spyre Therapeutics
SYRE
+$50.4M
5
CNTA
Centessa Pharmaceuticals
CNTA
+$26.6M

Sector Composition

Rank Sector Weight
1 Healthcare 99.65%
2 Miscellaneous 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INCY icon
1
Incyte
INCY
$25.2B
$3.49B 17.48%
30,762,330
+17,918
+0.1% +$1.78M
ONC
2
BeOne Medicines Ltd
ONC
$41.5B
$2.51B 12.57%
8,801,567
+2,514
+0% +$741K
RVMD icon
3
Revolution Medicines
RVMD
$44.6B
$2.14B 10.74%
11,443,357
+1,888,000
+20% +$276M
MDGL icon
4
Madrigal Pharmaceuticals
MDGL
$12.3B
$1.15B 5.77%
2,143,131
+1,430
+0.1% +$732K
ACAD icon
5
Acadia Pharmaceuticals
ACAD
$5.02B
$1.09B 5.44%
42,912,904
+16,214
+0% +$357K
KYMR icon
6
Kymera Therapeutics
KYMR
$9.82B
$993M 4.97%
8,657,242
– –
INSM icon
7
Insmed
INSM
$25.9B
$938M 4.7%
8,796,111
+1,375,000
+19% +$166M
CELC icon
8
Celcuity
CELC
$4.33B
$828M 4.15%
7,915,792
– –
KOD icon
9
Kodiak Sciences
KOD
$2.37B
$776M 3.89%
19,919,186
– –
RYTM icon
10
Rhythm Pharmaceuticals
RYTM
$7.38B
$622M 3.12%
5,604,483
– –
PRAX icon
11
Praxis Precision Medicines
PRAX
$9.63B
$587M 2.94%
1,753,198
– –
ALKS icon
12
Alkermes
ALKS
$7.95B
$525M 2.63%
10,012,267
– –
SMMT icon
13
Summit Therapeutics
SMMT
$11B
$478M 2.39%
32,786,348
-3,604,715
-10% -$63.9M
GRAL
14
GRAIL Inc
GRAL
$3.57B
$275M 1.38%
4,028,614
– –
ABCL icon
15
AbCellera Biologics
ABCL
$3.68B
$259M 1.3%
33,012,138
+2,736,200
+9% +$13.4M
IMVT icon
16
Immunovant
IMVT
$8.51B
$209M 1.05%
5,435,220
-22,661
-0.4% -$690K
IDYA icon
17
IDEAYA Biosciences
IDYA
$3.87B
$187M 0.94%
5,010,030
+1,063,515
+27% +$32.6M
KNSA icon
18
Kiniksa Pharmaceuticals
KNSA
$6.09B
$181M 0.91%
2,834,643
+8,397
+0.3% +$436K
ROIV icon
19
Roivant Sciences
ROIV
$25.1B
$167M 0.84%
4,716,831
-150,892
-3% -$4.46M
ARWR icon
20
Arrowhead Research
ARWR
$12B
$162M 0.81%
1,992,783
– –
IONS icon
21
Ionis Pharmaceuticals
IONS
$10.1B
$162M 0.81%
2,047,727
– –
EWTX icon
22
Edgewise Therapeutics
EWTX
$4.64B
$150M 0.75%
3,701,719
-2,874,221
-44% -$99.1M
REPL icon
23
Replimune Group
REPL
$1.46B
$122M 0.61%
11,045,336
– –
NRIX icon
24
Nurix Therapeutics
NRIX
$2.72B
$113M 0.57%
4,658,556
– –
STOK icon
25
Stoke Therapeutics
STOK
$2.04B
$109M 0.55%
3,336,697
– –
1
2 3 4

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Baker Bros. Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Baker Bros. Advisors held 92 positions worth $20B, up 15% from $17.4B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Baker Bros. Advisors's Q2 2026 filing shows 8 new, 16 increased, 7 reduced and 9 closed positions. Its largest new stake was Faeth Therapeutics: 1,286,411 shares worth $32.2M. The largest sale was Edgewise Therapeutics, an estimated $99.1M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, up from 100% a quarter earlier, followed by Miscellaneous.

  • Baker Bros. Advisors's largest Q2 2026 buy was Faeth Therapeutics: 1,286,411 shares worth $32.2M.
  • Baker Bros. Advisors added most to Revolution Medicines in Q2 2026, an estimated $276M increase.
  • Baker Bros. Advisors's biggest Q2 2026 reduction was Edgewise Therapeutics, cutting an estimated $99.1M.
  • Baker Bros. Advisors fully exited Abivax in Q2 2026, selling an estimated $97.5M.
  • Baker Bros. Advisors's ten largest holdings make up 73% of its $20B portfolio in Q2 2026.
  • Baker Bros. Advisors opened 8 new positions and closed 9 in Q2 2026.
  • Baker Bros. Advisors's portfolio value rose 15% quarter-over-quarter to $20B.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.