Julian Baker’s Sagimet Biosciences SGMT Stock Holding History

Julian Baker’s Portfolio SGMT Stock Details SGMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.37M	Hold	952,996	–	–	0.04%	72
2026 Q1	$4.98M	Hold	952,996	–	–	0.03%	76
2025 Q4	$5.64M	Hold	952,996	–	–	0.03%	73
2025 Q3	$6.54M	Hold	952,996	–	–	0.05%	68
2025 Q2	$7.26M	Hold	952,996	–	–	0.07%	59
2025 Q1	$3.11M	Hold	952,996	–	–	0.03%	68
2024 Q4	$4.29M	Sell	952,996 -428,902	-31%	-$2.17M	0.05%	72
2024 Q3	$3.83M	Hold	1,381,898	–	–	0.04%	72
2024 Q2	$4.73M	Hold	1,381,898	–	–	0.06%	67
2024 Q1	$7.49M	Sell	1,381,898 -74,620	-5%	-$536K	0.09%	57
2023 Q4	$7.89M	Buy	1,456,518 +641,159	+79%	+$3.02M	0.09%	53
2023 Q3	$7.18M	Buy	+815,359	New	+$10.9M	0.04%	56

Other funds holding SGMT

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

SCM

Silverarc Capital Management Boston, Massachusetts $962M AUM 524.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return

AAA

Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

GPP

Great Point Partners Greenwich, Connecticut $529M AUM 337.4% 1-Year Est. Return

Julian Baker's SGMT Position: Q2 2026 in Review

Julian Baker held its Sagimet Biosciences (SGMT) position steady in Q2 2026 at 952,996 shares worth $7.37M. The position accounts for 0.04% of the portfolio, ranked #72.

Julian Baker first reported a position in SGMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.89M in Q4 2023. 121 funds tracked by Wall St. Rank hold SGMT as of Q2 2026.

Julian Baker held 952,996 shares of Sagimet Biosciences worth $7.37M as of Q2 2026.
Julian Baker left its Sagimet Biosciences share count unchanged in Q2 2026.
Sagimet Biosciences made up 0.04% of Julian Baker's portfolio in Q2 2026, its #72 holding.
Julian Baker first reported a position in Sagimet Biosciences in Q3 2023 and has held it in 12 quarters since.
Julian Baker's Sagimet Biosciences position peaked at $7.89M in Q4 2023.
121 funds tracked by Wall St. Rank held Sagimet Biosciences as of Q2 2026.

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