Julian Baker’s Arcellx ACLX Stock Holding History

Julian Baker’s Portfolio ACLX Stock Details ACLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-166,825	Closed	-$13.7M	–	87
2025 Q3	$13.7M	Hold	166,825	–	–	0.1%	56
2025 Q2	$11M	Buy	+166,825	New	+$10.4M	0.11%	52

Other funds holding ACLX

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

SOCM

SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Julian Baker's ACLX Position: Q4 2025 in Review

Julian Baker sold out of Arcellx (ACLX) in Q4 2025, closing a stake of 166,825 shares — an estimated $13.7M sold.

Julian Baker first reported a position in ACLX in Q2 2025 and held it in 2 quarters. The position peaked at $13.7M in Q3 2025. 218 funds tracked by Wall St. Rank hold ACLX as of Q4 2025.

Julian Baker reported no remaining Arcellx position as of Q4 2025 after selling out during the quarter.
Julian Baker sold 166,825 Arcellx shares in Q4 2025, an estimated $13.7M.
Julian Baker first reported a position in Arcellx in Q2 2025 and held it in 2 quarters.
Julian Baker's Arcellx position peaked at $13.7M in Q3 2025.
218 funds tracked by Wall St. Rank held Arcellx as of Q4 2025.

Based on Baker Bros. Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.