We are live on ! Find out more
BBA

Baker Bros. Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 131.5%
This Fund
S&P 500
This Quarter Est. Return
+11.22%
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
$10.3B
AUM Growth
+$1.27B
Cap. Flow
+$755M
Cap. Flow %
7.32%
Top 10 Hldgs %
81.62%
Holding
100
New
12
Increased
23
Reduced
8
Closed
11

Top Buys

Rank Stock Value
1
SMMT icon
Summit Therapeutics
SMMT
+$212M
2
INSM icon
Insmed
INSM
+$178M
3
ALKS icon
Alkermes
ALKS
+$57.4M
4
RVMD icon
Revolution Medicines
RVMD
+$54.9M
5
GPCR icon
Structure Therapeutics
GPCR
+$47.2M

Top Sells

Rank Stock Value
1
ARGX icon
argenx
ARGX
+$23.2M
2
CRSP icon
CRISPR Therapeutics
CRSP
+$22.3M
3
CNTA
Centessa Pharmaceuticals
CNTA
+$17.6M
4
TSVT
2seventy bio
TSVT
+$12.3M
5
BCAX
Bicara Therapeutics
BCAX
+$10.9M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDYA icon
26
IDEAYA Biosciences
IDYA
$3.46B
$44.5M 0.43%
2,118,728
+1,056,605
+99% +$20.3M
NRIX icon
27
Nurix Therapeutics
NRIX
$2.46B
$44.2M 0.43%
3,882,125
– –
ROIV icon
28
Roivant Sciences
ROIV
$23.8B
$42.5M 0.41%
3,767,773
– –
BNTX icon
29
BioNTech
BNTX
$23.6B
$39.3M 0.38%
368,923
+323,892
+719% +$32.7M
TRDA icon
30
Entrada Therapeutics
TRDA
$248M
$32.7M 0.32%
4,865,819
– –
MRUS
31
DELISTED
Merus
MRUS
$30.2M 0.29%
574,377
+350,877
+157% +$16.5M
PRAX icon
32
Praxis Precision Medicines
PRAX
$8.15B
$29M 0.28%
689,488
+357,955
+108% +$13.6M
NTLA icon
33
Intellia Therapeutics
NTLA
$1.52B
$25.1M 0.24%
2,675,674
+2,031,558
+315% +$16.7M
VRDN icon
34
Viridian Therapeutics
VRDN
$2.15B
$24.4M 0.24%
+1,744,406
New +$23.7M
GLUE icon
35
Monte Rosa Therapeutics
GLUE
$1.85B
$22.2M 0.22%
4,916,095
– –
VRNA
36
DELISTED
Verona Pharma
VRNA
$21.2M 0.21%
223,843
– –
PCVX icon
37
Vaxcyte
PCVX
$7.71B
$20.8M 0.2%
640,885
– –
ARGX icon
38
argenx
ARGX
$55.1B
$20.8M 0.2%
37,760
-40,000
-51% -$23.2M
VERV
39
DELISTED
Verve Therapeutics
VERV
$19M 0.18%
1,691,530
– –
CERS icon
40
Cerus
CERS
$575M
$18.2M 0.18%
12,883,844
-6,467,243
-33% -$8.62M
IRON icon
41
Disc Medicine
IRON
$2.81B
$17.9M 0.17%
337,050
+260,000
+337% +$12.2M
AKRO
42
DELISTED
Akero Therapeutics
AKRO
$17.3M 0.17%
324,630
-224,083
-41% -$10.2M
BPMC
43
DELISTED
Blueprint Medicines
BPMC
$16.1M 0.16%
+125,538
New +$13M
SERA icon
44
Sera Prognostics
SERA
$80.7M
$15.2M 0.15%
5,498,170
– –
ARWR icon
45
Arrowhead Research
ARWR
$12B
$14.8M 0.14%
+939,174
New +$13.5M
NGNE icon
46
Neurogene
NGNE
$656M
$14.8M 0.14%
991,691
-494,509
-33% -$7.76M
DNTH icon
47
Dianthus Therapeutics
DNTH
$5.63B
$14.7M 0.14%
+789,759
New +$14.8M
CLDX icon
48
Celldex Therapeutics
CLDX
$2.9B
$13.5M 0.13%
665,370
+417,726
+169% +$8.13M
DBVT
49
DBV Technologies
DBVT
$795M
$13.4M 0.13%
1,461,425
– –
XENE icon
50
Xenon Pharmaceuticals
XENE
$6.19B
$11.6M 0.11%
370,208
+22,800
+7% +$744K
1
2
3 4

Similar funds

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
ASRS
Arizona State Retirement System Phoenix, Arizona $17.1B AUM 30.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Baker Bros. Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Baker Bros. Advisors held 100 positions worth $10.3B, up 14% from $9.04B the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Baker Bros. Advisors deployed $755M of net new capital in Q2 2025, opening 12 new positions and adding to 23 existing holdings. Its largest new stake was Viridian Therapeutics: 1,744,406 shares worth $24.4M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, up from 99% a quarter earlier, followed by Financials.

On the sell side, the largest reduction was argenx, an estimated $23.2M trimmed.

  • Baker Bros. Advisors's largest Q2 2025 buy was Viridian Therapeutics: 1,744,406 shares worth $24.4M.
  • Baker Bros. Advisors added most to Summit Therapeutics in Q2 2025, an estimated $212M increase.
  • Baker Bros. Advisors's biggest Q2 2025 reduction was argenx, cutting an estimated $23.2M.
  • Baker Bros. Advisors fully exited CRISPR Therapeutics in Q2 2025, selling an estimated $22.3M.
  • Baker Bros. Advisors's ten largest holdings make up 82% of its $10.3B portfolio in Q2 2025.
  • Baker Bros. Advisors opened 12 new positions and closed 11 in Q2 2025.
  • Baker Bros. Advisors's portfolio value rose 14% quarter-over-quarter to $10.3B.

Based on Baker Bros. Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.