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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
+2.27%
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
$17.4B
AUM Growth
+$337M
Cap. Flow
+$511M
Cap. Flow %
2.93%
Top 10 Hldgs %
73.49%
Holding
93
New
8
Increased
18
Reduced
6
Closed
9

Top Buys

Rank Stock Value
1
PRAX icon
Praxis Precision Medicines
PRAX
+$194M
2
GRAL
GRAIL Inc
GRAL
+$151M
3
INSM icon
Insmed
INSM
+$127M
4
MIRM icon
Mirum Pharmaceuticals
MIRM
+$42M
5
CRNX icon
Crinetics Pharmaceuticals
CRNX
+$31.4M

Top Sells

Rank Stock Value
1
RARE icon
Ultragenyx Pharmaceutical
RARE
+$63.8M
2
IMCR icon
Immunocore
IMCR
+$51.4M
3
TERN
Terns Pharmaceuticals
TERN
+$38.4M
4
BNTX icon
BioNTech
BNTX
+$25.6M
5
BCRX icon
BioCryst Pharmaceuticals
BCRX
+$22M

Sector Composition

Rank Sector Weight
1 Healthcare 99.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRNX icon
26
Crinetics Pharmaceuticals
CRNX
$8.99B
$85.4M 0.49%
2,351,465
+702,596
+43% +$31.4M
REPL icon
27
Replimune Group
REPL
$1.4B
$84.5M 0.49%
11,045,336
– –
NRIX icon
28
Nurix Therapeutics
NRIX
$2.81B
$72.2M 0.41%
4,658,556
– –
DNLI icon
29
Denali Therapeutics
DNLI
$3.9B
$71.6M 0.41%
3,731,695
– –
DNTH icon
30
Dianthus Therapeutics
DNTH
$6.49B
$71.5M 0.41%
852,164
+62,405
+8% +$3.61M
GLUE icon
31
Monte Rosa Therapeutics
GLUE
$1.32B
$71.5M 0.41%
4,345,736
– –
GPCR icon
32
Structure Therapeutics
GPCR
$3.87B
$69M 0.4%
1,432,529
– –
TRDA icon
33
Entrada Therapeutics
TRDA
$290M
$64M 0.37%
5,072,730
– –
BCYC
34
Bicycle Therapeutics
BCYC
$273M
$50.5M 0.29%
10,885,357
– –
SYRE icon
35
Spyre Therapeutics
SYRE
$9.14B
$50.4M 0.29%
1,000,000
– –
RAPP
36
Rapport Therapeutics
RAPP
$2.28B
$48.4M 0.28%
1,547,090
– –
ALMS
37
Alumis Inc
ALMS
$3.23B
$44.3M 0.25%
2,012,500
+450,000
+29% +$11.2M
MIRM icon
38
Mirum Pharmaceuticals
MIRM
$6.14B
$41.2M 0.24%
+445,975
New +$42M
VRDN icon
39
Viridian Therapeutics
VRDN
$2.5B
$38.6M 0.22%
1,971,678
– –
ELVN icon
40
Enliven Therapeutics
ELVN
$4.31B
$35.5M 0.2%
905,191
+633,785
+234% +$17.6M
PRLD icon
41
Prelude Therapeutics
PRLD
$443M
$34.6M 0.2%
10,123,824
– –
DBVT
42
DBV Technologies
DBVT
$881M
$30.5M 0.18%
1,461,425
– –
DSGN icon
43
Design Therapeutics
DSGN
$928M
$27.5M 0.16%
2,585,978
+352,879
+16% +$3.57M
CNTA
44
DELISTED
Centessa Pharmaceuticals
CNTA
$26.6M 0.15%
670,751
– –
CTMX icon
45
CytomX Therapeutics
CTMX
$732M
$23.4M 0.13%
4,975,826
+725,000
+17% +$3.68M
JBIO
46
Jade Biosciences
JBIO
$1.57B
$23.1M 0.13%
1,641,137
– –
IRON icon
47
Disc Medicine
IRON
$3.03B
$22.4M 0.13%
349,657
+12,607
+4% +$875K
IMCR icon
48
Immunocore
IMCR
$1.74B
$22.1M 0.13%
734,397
-1,588,259
-68% -$51.4M
XENE icon
49
Xenon Pharmaceuticals
XENE
$6.03B
$21.5M 0.12%
370,208
– –
CLDX icon
50
Celldex Therapeutics
CLDX
$3.29B
$21.1M 0.12%
665,370
– –
1
2
3 4

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Baker Bros. Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Baker Bros. Advisors held 93 positions worth $17.4B, up 2% from $17.1B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Baker Bros. Advisors's Q1 2026 filing shows 8 new, 18 increased, 6 reduced and 9 closed positions. Its largest new stake was Mirum Pharmaceuticals: 445,975 shares worth $41.2M. The largest sale was Ultragenyx Pharmaceutical, an estimated $63.8M.

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

  • Baker Bros. Advisors's largest Q1 2026 buy was Mirum Pharmaceuticals: 445,975 shares worth $41.2M.
  • Baker Bros. Advisors added most to Praxis Precision Medicines in Q1 2026, an estimated $194M increase.
  • Baker Bros. Advisors's biggest Q1 2026 reduction was Immunocore, cutting an estimated $51.4M.
  • Baker Bros. Advisors fully exited Ultragenyx Pharmaceutical in Q1 2026, selling an estimated $63.8M.
  • Baker Bros. Advisors's ten largest holdings make up 73% of its $17.4B portfolio in Q1 2026.
  • Baker Bros. Advisors opened 8 new positions and closed 9 in Q1 2026.
  • Baker Bros. Advisors's portfolio value rose 2% quarter-over-quarter to $17.4B.

Based on Baker Bros. Advisors's 13F filing for Q1 2026, filed 15 May 2026.