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BBA

Baker Bros. Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 131.5%
This Fund
S&P 500
This Quarter Est. Return
+4.49%
1 Year Est. Return
+131.5%
3 Year Est. Return
+336.81%
5 Year Est. Return
+553.16%
10 Year Est. Return
+4,134.93%
AUM
$9.36B
AUM Growth
-$287M
Cap. Flow
-$74.9M
Cap. Flow %
-0.8%
Top 10 Hldgs %
76.51%
Holding
102
New
8
Increased
20
Reduced
5
Closed
7

Top Buys

Rank Stock Value
1
INSM icon
Insmed
INSM
+$42.6M
2
BCYC
Bicycle Therapeutics
BCYC
+$31.8M
3
GRAL
GRAIL Inc
GRAL
+$26.5M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$22M
5
RVMD icon
Revolution Medicines
RVMD
+$18.6M

Top Sells

Rank Stock Value
1
ONC
BeOne Medicines Ltd
ONC
+$212M
2
RYTM icon
Rhythm Pharmaceuticals
RYTM
+$17.4M
3
TNGX icon
Tango Therapeutics
TNGX
+$5.78M
4
CRNX icon
Crinetics Pharmaceuticals
CRNX
+$5.31M
5
BMEA icon
Biomea Fusion
BMEA
+$5.24M

Sector Composition

Rank Sector Weight
1 Healthcare 98.66%
2 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROIV icon
26
Roivant Sciences
ROIV
$23.8B
$44.6M 0.48%
3,767,773
+969,057
+35% +$11.5M
SERA icon
27
Sera Prognostics
SERA
$80.3M
$44.2M 0.47%
5,434,399
– –
IMVT icon
28
Immunovant
IMVT
$7.8B
$42.3M 0.45%
1,707,881
+482,471
+39% +$13.7M
XENE icon
29
Xenon Pharmaceuticals
XENE
$6.19B
$39M 0.42%
993,679
– –
CELC icon
30
Celcuity
CELC
$3.92B
$35.1M 0.37%
2,678,553
+803,575
+43% +$11.3M
GLUE icon
31
Monte Rosa Therapeutics
GLUE
$1.83B
$34.1M 0.36%
4,916,095
– –
AKRO
32
DELISTED
Akero Therapeutics
AKRO
$30.5M 0.33%
1,097,082
– –
CERS icon
33
Cerus
CERS
$579M
$30M 0.32%
19,477,339
– –
GRAL
34
GRAIL Inc
GRAL
$2.69B
$29.1M 0.31%
+1,630,125
New +$26.5M
IDYA icon
35
IDEAYA Biosciences
IDYA
$3.43B
$27.3M 0.29%
1,062,123
– –
KRYS icon
36
Krystal Biotech
KRYS
$10.7B
$26.6M 0.28%
169,934
– –
CADL icon
37
Candel Therapeutics
CADL
$671M
$25.9M 0.28%
+2,981,983
New +$17.6M
PRAX icon
38
Praxis Precision Medicines
PRAX
$8.18B
$25.5M 0.27%
331,533
+8,428
+3% +$610K
IGMS
39
DELISTED
IGM Biosciences
IGMS
$25M 0.27%
4,094,304
+1,994
+0% +$23.7K
CNTA
40
DELISTED
Centessa Pharmaceuticals
CNTA
$20.6M 0.22%
1,227,178
– –
MRUS
41
DELISTED
Merus
MRUS
$18.9M 0.2%
450,000
+150,000
+50% +$7.2M
DYN icon
42
Dyne Therapeutics
DYN
$4.16B
$15.8M 0.17%
672,096
– –
NGNE icon
43
Neurogene
NGNE
$645M
$15.4M 0.16%
674,450
+218,435
+48% +$8.13M
XNCR icon
44
Xencor
XNCR
$1.44B
$15.4M 0.16%
670,431
– –
BCAX
45
Bicara Therapeutics
BCAX
$1.72B
$14.5M 0.16%
833,333
– –
PRLD icon
46
Prelude Therapeutics
PRLD
$362M
$12.9M 0.14%
10,123,824
– –
IONS icon
47
Ionis Pharmaceuticals
IONS
$9.07B
$12.5M 0.13%
357,915
+134,445
+60% +$5.03M
ALMS
48
Alumis Inc
ALMS
$3.32B
$12.3M 0.13%
1,562,500
– –
NMRA icon
49
Neumora Therapeutics
NMRA
$308M
$11M 0.12%
1,034,600
– –
DSGN icon
50
Design Therapeutics
DSGN
$743M
$10.8M 0.11%
1,743,725
– –
1
2
3 4

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MCM
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BCIM
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Baker Bros. Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Baker Bros. Advisors held 102 positions worth $9.36B, down 3% from $9.65B the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Baker Bros. Advisors's Q4 2024 filing shows 8 new, 20 increased, 5 reduced and 7 closed positions. Its largest new stake was GRAIL Inc: 1,630,125 shares worth $29.1M. The largest sale was BeOne Medicines Ltd, an estimated $212M.

By sector, the portfolio is most concentrated in Healthcare at 99% of assets, down from 99% a quarter earlier, followed by Financials.

  • Baker Bros. Advisors's largest Q4 2024 buy was GRAIL Inc: 1,630,125 shares worth $29.1M.
  • Baker Bros. Advisors added most to Insmed in Q4 2024, an estimated $42.6M increase.
  • Baker Bros. Advisors's biggest Q4 2024 reduction was BeOne Medicines Ltd, cutting an estimated $212M.
  • Baker Bros. Advisors fully exited Tango Therapeutics in Q4 2024, selling an estimated $5.78M.
  • Baker Bros. Advisors's ten largest holdings make up 77% of its $9.36B portfolio in Q4 2024.
  • Baker Bros. Advisors opened 8 new positions and closed 7 in Q4 2024.
  • Baker Bros. Advisors's portfolio value fell 3% quarter-over-quarter to $9.36B.

Based on Baker Bros. Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.