Julian Baker’s Arcus Biosciences RCUS Stock Holding History

Julian Baker’s Portfolio RCUS Stock Details RCUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26M	Buy	844,816 +429,195	+103%	+$10.6M	0.13%	49
2026 Q1	$8.98M	Buy	415,621 +145,621	+54%	+$3.14M	0.05%	69
2025 Q4	$6.43M	Buy	+270,000	New	+$5.51M	0.04%	69
2021 Q1	–	Sell	-72,709	Closed	-$1.89M	–	132
2020 Q4	$1.89M	Sell	72,709 -42,716	-37%	-$1.03M	0.01%	111
2020 Q3	$1.98M	Sell	115,425 -6,109	-5%	-$136K	0.01%	102
2020 Q2	$3.01M	Hold	121,534	–	–	0.01%	90
2020 Q1	$1.69M	Hold	121,534	–	–	0.01%	93
2019 Q4	$1.23M	Hold	121,534	–	–	0.01%	90
2019 Q3	$1.11M	Hold	121,534	–	–	0.01%	97
2019 Q2	$966K	Hold	121,534	–	–	0.01%	96
2019 Q1	$1.52M	Hold	121,534	–	–	0.01%	85
2018 Q4	$1.31M	Hold	121,534	–	–	0.01%	82
2018 Q3	$1.69M	Hold	121,534	–	–	0.01%	87
2018 Q2	$1.49M	Buy	+121,534	New	+$1.91M	0.01%	98

Other funds holding RCUS

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Julian Baker's RCUS Position: Q2 2026 in Review

Julian Baker increased its Arcus Biosciences (RCUS) stake by 103% in Q2 2026, buying an estimated $10.6M and bringing the position to 844,816 shares worth $26M. The position accounts for 0.13% of the portfolio, ranked #49.

Julian Baker first reported a position in RCUS in Q2 2018 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold RCUS as of Q2 2026.

Julian Baker held 844,816 shares of Arcus Biosciences worth $26M as of Q2 2026.
Julian Baker bought 429,195 Arcus Biosciences shares in Q2 2026, an estimated $10.6M.
Arcus Biosciences made up 0.13% of Julian Baker's portfolio in Q2 2026, its #49 holding.
Julian Baker first reported a position in Arcus Biosciences in Q2 2018 and has held it in 14 quarters since.
228 funds tracked by Wall St. Rank held Arcus Biosciences as of Q2 2026.

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