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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%

No holdings matched the selected filter criteria.

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.