We are live on ! Find out more
JB

Julian Baker Baker Bros. Advisors

AUM $20B
1-Year Est. Return 154.41%
 

Julian Baker is co-managing member of Baker Bros. Advisors, a firm renowned for deep specialization in biotechnology and life sciences. The firm is known for concentrated positions, long holding periods, and scientific diligence that goes well beyond typical generalist research. Baker Bros. filings are closely watched by healthcare investors for signals in clinical-stage and commercial biotech.

This Fund
S&P 500
This Quarter Est. Return
+3.33%
1 Year Est. Return
+154.41%
3 Year Est. Return
+448.58%
5 Year Est. Return
+670.61%
10 Year Est. Return
+4,743.65%
AUM
$7.83B
AUM Growth
-$147M
Cap. Flow
+$37.6M
Cap. Flow %
0.48%
Top 10 Hldgs %
76.26%
Holding
100
New
11
Increased
18
Reduced
11
Closed
5

Top Buys

Rank Stock Value
1
SMMT icon
Summit Therapeutics
SMMT
+$125M
2
INSM icon
Insmed
INSM
+$125M
3
ALKS icon
Alkermes
ALKS
+$103M
4
BCYC
Bicycle Therapeutics
BCYC
+$101M
5
ALMS
Alumis Inc
ALMS
+$20.8M

Top Sells

Rank Stock Value
1
INCY icon
Incyte
INCY
+$308M
2
BCRX icon
BioCryst Pharmaceuticals
BCRX
+$55.5M
3
ROIV icon
Roivant Sciences
ROIV
+$50.6M
4
CERE
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
+$38.2M
5
AKRO
Akero Therapeutics
AKRO
+$34.6M

Sector Composition

Rank Sector Weight
1 Healthcare 98.1%
2 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LONA
51
LeonaBio Inc
LONA
$72.4M
$8.36M 0.11%
315,381
– –
VERV
52
DELISTED
Verve Therapeutics
VERV
$8.25M 0.11%
1,691,530
– –
RLAY icon
53
Relay Therapeutics
RLAY
$4.26B
$7.56M 0.1%
1,160,117
– –
MIRM icon
54
Mirum Pharmaceuticals
MIRM
$5.87B
$6.51M 0.08%
190,476
– –
TNGX icon
55
Tango Therapeutics
TNGX
$4.03B
$6.43M 0.08%
750,000
– –
KALA icon
56
KALA BIO
KALA
$15.9M
$6.32M 0.08%
17,827
+12,495
+234% +$4.13M
DBVT
57
DBV Technologies
DBVT
$914M
$5.85M 0.07%
1,461,426
– –
DSGN icon
58
Design Therapeutics
DSGN
$938M
$5.68M 0.07%
1,695,294
+33,174
+2% +$129K
CTNM
59
Contineum Therapeutics
CTNM
$647M
$5.5M 0.07%
+312,500
New +$5.03M
PRAX icon
60
Praxis Precision Medicines
PRAX
$10.5B
$5.44M 0.07%
131,533
– –
CRSP icon
61
CRISPR Therapeutics
CRSP
$5.75B
$5.4M 0.07%
+100,000
New +$5.78M
PRME icon
62
Prime Medicine
PRME
$615M
$5.29M 0.07%
1,028,466
– –
CNTA
63
DELISTED
Centessa Pharmaceuticals
CNTA
$4.96M 0.06%
+549,212
New +$5.21M
HOOK
64
DELISTED
HOOKIPA Pharma
HOOK
$4.81M 0.06%
812,815
– –
SGMT icon
65
Sagimet Biosciences
SGMT
$637M
$4.73M 0.06%
1,381,898
– –
CRNX icon
66
Crinetics Pharmaceuticals
CRNX
$8.99B
$4.65M 0.06%
+103,927
New +$4.8M
TLIS
67
DELISTED
Talis Biomedical Corporation Common Stock
TLIS
$4.4M 0.06%
508,323
– –
ALEC icon
68
Alector
ALEC
$264M
$4.21M 0.05%
+927,264
New +$4.77M
OPT
69
DELISTED
Opthea Limited American Depositary Shares
OPT
$4.2M 0.05%
2,173,622
-4,204
-0.2% -$13.3K
SKYE icon
70
Skye Bioscience
SKYE
$1.24M
$4M 0.05%
+500,000
New +$5.93M
PCVX icon
71
Vaxcyte
PCVX
$9.32B
$3.69M 0.05%
48,885
– –
ARCT icon
72
Arcturus Therapeutics
ARCT
$382M
$3.68M 0.05%
+151,329
New +$4.59M
GBIO
73
DELISTED
Generation Bio
GBIO
$3.4M 0.04%
120,696
+83,574
+225% +$2.72M
ELVN icon
74
Enliven Therapeutics
ELVN
$4.38B
$2.68M 0.03%
114,833
– –
CYPH
75
Cypherpunk Technologies Inc
CYPH
$153M
$2.3M 0.03%
1,172,175
– –
1 2
3
4

Similar funds

ASRS
Arizona State Retirement System Phoenix, Arizona $19.9B AUM 44.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Julian Baker's Q2 2024 Portfolio in Review

As of Q2 2024, Julian Baker held 100 positions worth $7.83B, down 1.8% from $7.97B the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Julian Baker's Q2 2024 filing shows 11 new, 18 increased, 11 reduced and 5 closed positions. Its largest new stake was Summit Therapeutics: 23,222,222 shares worth $181M. The largest sale was Incyte, an estimated $308M.

By sector, the portfolio is most concentrated in Healthcare at 98% of assets, down from 100% a quarter earlier, followed by Financials.

  • Julian Baker's largest Q2 2024 buy was Summit Therapeutics: 23,222,222 shares worth $181M.
  • Julian Baker added most to Insmed in Q2 2024, an estimated $125M increase.
  • Julian Baker's biggest Q2 2024 reduction was Incyte, cutting an estimated $308M.
  • Julian Baker fully exited Alpine Immune Sciences Inc in Q2 2024, selling an estimated $3.23M.
  • Julian Baker's ten largest holdings make up 76% of its $7.83B portfolio in Q2 2024.
  • Julian Baker opened 11 new positions and closed 5 in Q2 2024.
  • Julian Baker's portfolio value fell 1.8% quarter-over-quarter to $7.83B.

Based on Baker Bros. Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.