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Baker Bros. Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 131.5%
This Fund
S&P 500
This Quarter Est. Return
+2.27%
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
$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%

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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.