Julian Baker’s Summit Therapeutics SMMT Stock Holding History

Julian Baker’s Portfolio SMMT Stock Details SMMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$478M	Sell	32,786,348 -3,604,715	-10%	-$63.9M	2.39%	13
2026 Q1	$690M	Hold	36,391,063	–	–	3.96%	10
2025 Q4	$636M	Buy	36,391,063 +2,668,089	+8%	+$50.2M	3.73%	9
2025 Q3	$697M	Hold	33,722,974	–	–	5.03%	6
2025 Q2	$718M	Buy	33,722,974 +9,298,109	+38%	+$212M	6.96%	5
2025 Q1	$471M	Hold	24,424,865	–	–	5.21%	5
2024 Q4	$436M	Hold	24,424,865	–	–	4.66%	5
2024 Q3	$535M	Buy	24,424,865 +1,202,643	+5%	+$16.8M	5.54%	4
2024 Q2	$181M	Buy	+23,222,222	New	+$125M	2.31%	9
2023 Q4	–	Sell	-3,140,473	Closed	-$5.87M	–	98
2023 Q3	$5.87M	Sell	3,140,473 -3,164,232	-50%	-$6.03M	0.03%	64
2023 Q2	$15.8M	Hold	6,304,705	–	–	0.09%	45
2023 Q1	$11M	Buy	6,304,705 +4,304,705	+215%	+$11.7M	0.06%	51
2022 Q4	$8.5M	Buy	+2,000,000	New	+$3.64M	0.05%	64

Other funds holding SMMT

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Julian Baker's SMMT Position: Q2 2026 in Review

Julian Baker reduced its Summit Therapeutics (SMMT) stake by 9.9% in Q2 2026, selling an estimated $63.9M and leaving 32,786,348 shares worth $478M. The position accounts for 2.39% of the portfolio, ranked #13.

Julian Baker first reported a position in SMMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $718M in Q2 2025. 241 funds tracked by Wall St. Rank hold SMMT as of Q2 2026.

Julian Baker held 32,786,348 shares of Summit Therapeutics worth $478M as of Q2 2026.
Julian Baker sold 3,604,715 Summit Therapeutics shares in Q2 2026, an estimated $63.9M.
Summit Therapeutics made up 2.39% of Julian Baker's portfolio in Q2 2026, its #13 holding.
Julian Baker first reported a position in Summit Therapeutics in Q4 2022 and has held it in 13 quarters since.
Julian Baker's Summit Therapeutics position peaked at $718M in Q2 2025.
241 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2026.

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