Julian Baker’s Edgewise Therapeutics EWTX Stock Holding History

Julian Baker’s Portfolio EWTX Stock Details EWTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$150M	Sell	3,701,719 -2,874,221	-44%	-$99.1M	0.75%	22
2026 Q1	$207M	Hold	6,575,940	–	–	1.19%	15
2025 Q4	$163M	Sell	6,575,940 -730,000	-10%	-$14.7M	0.96%	15
2025 Q3	$119M	Hold	7,305,940	–	–	0.86%	14
2025 Q2	$95.8M	Buy	7,305,940 +1,150,000	+19%	+$16.6M	0.93%	13
2025 Q1	$135M	Hold	6,155,940	–	–	1.5%	11
2024 Q4	$164M	Buy	6,155,940 +315,881	+5%	+$10.1M	1.76%	11
2024 Q3	$156M	Hold	5,840,059	–	–	1.62%	11
2024 Q2	$105M	Hold	5,840,059	–	–	1.34%	11
2024 Q1	$107M	Buy	5,840,059 +2,727,273	+88%	+$43.3M	1.34%	10
2023 Q4	$34.1M	Buy	3,112,786 +2,063,087	+197%	+$14.5M	0.39%	30
2023 Q3	$6.01M	Buy	1,049,699 +549,699	+110%	+$3.74M	0.03%	63
2023 Q2	$3.88M	Hold	500,000	–	–	0.02%	78
2023 Q1	$3.33M	Hold	500,000	–	–	0.02%	81
2022 Q4	$4.47M	Hold	500,000	–	–	0.03%	79
2022 Q3	$4.92M	Hold	500,000	–	–	0.03%	81
2022 Q2	$3.98M	Hold	500,000	–	–	0.02%	83
2022 Q1	$4.85M	Hold	500,000	–	–	0.03%	85
2021 Q4	$7.64M	Hold	500,000	–	–	0.04%	83
2021 Q3	$8.3M	Hold	500,000	–	–	0.04%	81
2021 Q2	$10.7M	Hold	500,000	–	–	0.05%	75
2021 Q1	$16.3M	Buy	+500,000	New	+$16.2M	0.07%	63

Other funds holding EWTX

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

PBA

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

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

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

NHAS

Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Julian Baker's EWTX Position: Q2 2026 in Review

Julian Baker reduced its Edgewise Therapeutics (EWTX) stake by 44% in Q2 2026, selling an estimated $99.1M and leaving 3,701,719 shares worth $150M. The position accounts for 0.75% of the portfolio, ranked #22.

Julian Baker first reported a position in EWTX in Q1 2021 and has held it in 22 quarters since. The position peaked at $207M in Q1 2026. 223 funds tracked by Wall St. Rank hold EWTX as of Q2 2026.

Julian Baker held 3,701,719 shares of Edgewise Therapeutics worth $150M as of Q2 2026.
Julian Baker sold 2,874,221 Edgewise Therapeutics shares in Q2 2026, an estimated $99.1M.
Edgewise Therapeutics made up 0.75% of Julian Baker's portfolio in Q2 2026, its #22 holding.
Julian Baker first reported a position in Edgewise Therapeutics in Q1 2021 and has held it in 22 quarters since.
Julian Baker's Edgewise Therapeutics position peaked at $207M in Q1 2026.
223 funds tracked by Wall St. Rank held Edgewise Therapeutics as of Q2 2026.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.