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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
NGNE icon
51
Neurogene
NGNE
$723M
$20M 0.11%
991,691
– –
EVMN
52
Evommune Inc
EVMN
$532M
$19.5M 0.11%
+847,390
New +$19.2M
TECX
53
Tectonic Therapeutic
TECX
$682M
$18.8M 0.11%
607,788
-295,612
-33% -$7.27M
CTNM
54
Contineum Therapeutics
CTNM
$534M
$18.6M 0.11%
1,420,838
– –
ARGX icon
55
argenx
ARGX
$53.3B
$18.4M 0.11%
25,174
– –
CERS icon
56
Cerus
CERS
$601M
$18.2M 0.1%
10,008,345
– –
TSHA icon
57
Taysha Gene Therapies
TSHA
$1.9B
$17.9M 0.1%
4,004,756
– –
AKTS
58
Aktis Oncology
AKTS
$1.38B
$17.8M 0.1%
+996,351
New +$19.3M
GENB
59
Generate Biomedicines
GENB
$2.01B
$17.8M 0.1%
+1,423,602
New +$17.4M
SION
60
Sionna Therapeutics
SION
$292M
$16M 0.09%
400,000
– –
DYN icon
61
Dyne Therapeutics
DYN
$4.8B
$14.7M 0.08%
813,449
– –
XNCR icon
62
Xencor
XNCR
$1.74B
$13.3M 0.08%
1,102,106
– –
CMPS
63
Compass Pathways
CMPS
$1.86B
$13M 0.07%
+2,344,720
New +$15.8M
RLAY icon
64
Relay Therapeutics
RLAY
$4.35B
$11.5M 0.07%
1,160,117
– –
SERA icon
65
Sera Prognostics
SERA
$76.8M
$11.2M 0.06%
5,498,170
– –
BNTX icon
66
BioNTech
BNTX
$23.4B
$10.6M 0.06%
119,743
-249,180
-68% -$25.6M
PHVS icon
67
Pharvaris
PHVS
$2.46B
$10.6M 0.06%
375,000
– –
RCUS icon
68
Arcus Biosciences
RCUS
$3.75B
$8.98M 0.05%
415,621
+145,621
+54% +$3.14M
MPLT
69
MapLight Therapeutics
MPLT
$533M
$7.41M 0.04%
364,705
– –
ABSI icon
70
Absci
ABSI
$1.58B
$6.4M 0.04%
2,134,803
– –
WVE icon
71
Wave Life Sciences
WVE
$1.07B
$5.96M 0.03%
822,638
+478,575
+139% +$6.23M
VTVT icon
72
vTv Therapeutics
VTVT
$119M
$5.88M 0.03%
148,314
– –
EIKN
73
Eikon Therapeutics
EIKN
$598M
$5.88M 0.03%
+555,555
New +$7.43M
TARA icon
74
Protara Therapeutics
TARA
$235M
$5.06M 0.03%
971,614
– –
SGMT icon
75
Sagimet Biosciences
SGMT
$656M
$4.98M 0.03%
952,996
– –
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.