JB
TECX

Julian Baker’s Tectonic Therapeutic TECX Stock Holding History

Julian Baker’s Portfolio TECX Stock Details TECX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9M Hold
607,788
– – 0.1% 55
2026
Q1 		$18.8M Sell
607,788
-295,612
-33% -$7.27M 0.11% 54
2025
Q4 		$18.8M Buy
903,400
+803,400
+803% +$14.9M 0.11% 54
2025
Q3 		$1.57M Hold
100,000
– – 0.01% 82
2025
Q2 		$1.99M Hold
100,000
– – 0.02% 76
2025
Q1 		$1.77M Buy
+100,000
New +$3.26M 0.02% 77

Other funds holding TECX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $288M AUM 313.93% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

Julian Baker's TECX Position: Q2 2026 in Review

Julian Baker held its Tectonic Therapeutic (TECX) position steady in Q2 2026 at 607,788 shares worth $20.9M. The position accounts for 0.1% of the portfolio, ranked #55.

Julian Baker first reported a position in TECX in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold TECX as of Q2 2026.

  • Julian Baker held 607,788 shares of Tectonic Therapeutic worth $20.9M as of Q2 2026.
  • Julian Baker left its Tectonic Therapeutic share count unchanged in Q2 2026.
  • Tectonic Therapeutic made up 0.1% of Julian Baker's portfolio in Q2 2026, its #55 holding.
  • Julian Baker first reported a position in Tectonic Therapeutic in Q1 2025 and has held it in 6 quarters since.
  • 122 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q2 2026.

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