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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
+32.6%
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
$9.65B
AUM Growth
+$1.82B
Cap. Flow
+$94.6M
Cap. Flow %
0.98%
Top 10 Hldgs %
77.89%
Holding
99
New
5
Increased
16
Reduced
3
Closed
6

Top Buys

Rank Stock Value
1
INSM icon
Insmed
INSM
+$62M
2
CRSP icon
CRISPR Therapeutics
CRSP
+$37.7M
3
IMVT icon
Immunovant
IMVT
+$22.4M
4
BCAX
Bicara Therapeutics
BCAX
+$21.3M
5
SMMT icon
Summit Therapeutics
SMMT
+$16.8M

Top Sells

Rank Stock Value
1
CERE
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
+$28M
2
LONA
LeonaBio Inc
LONA
+$8.36M
3
TLIS
Talis Biomedical Corporation Common Stock
TLIS
+$4.4M
4
ADAP
Adaptimmune Therapeutics
ADAP
+$2.28M
5
SAGE
Sage Therapeutics
SAGE
+$1.86M

Sector Composition

Rank Sector Weight
1 Healthcare 98.95%
2 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARVN icon
51
Arvinas
ARVN
$613M
$9.99M 0.1%
+405,576
New +$10.6M
SANA icon
52
Sana Biotechnology
SANA
$1.17B
$9.9M 0.1%
2,380,949
– –
DSGN icon
53
Design Therapeutics
DSGN
$938M
$9.38M 0.1%
1,743,725
+48,431
+3% +$228K
IONS icon
54
Ionis Pharmaceuticals
IONS
$9.93B
$8.95M 0.09%
+223,470
New +$10.4M
OPT
55
DELISTED
Opthea Limited American Depositary Shares
OPT
$8.85M 0.09%
2,173,622
– –
CLDX icon
56
Celldex Therapeutics
CLDX
$3.17B
$8.42M 0.09%
247,644
– –
RLAY icon
57
Relay Therapeutics
RLAY
$4.26B
$8.21M 0.09%
1,160,117
– –
VERV
58
DELISTED
Verve Therapeutics
VERV
$8.19M 0.08%
1,691,530
– –
TSHA icon
59
Taysha Gene Therapies
TSHA
$1.98B
$8.05M 0.08%
4,004,756
– –
MIRM icon
60
Mirum Pharmaceuticals
MIRM
$5.87B
$7.43M 0.08%
190,476
– –
CTNM
61
Contineum Therapeutics
CTNM
$647M
$5.98M 0.06%
312,500
– –
TNGX icon
62
Tango Therapeutics
TNGX
$4.03B
$5.78M 0.06%
750,000
– –
SKYE icon
63
Skye Bioscience
SKYE
$1.24M
$5.61M 0.06%
1,434,634
+934,634
+187% +$5.24M
PCVX icon
64
Vaxcyte
PCVX
$9.32B
$5.59M 0.06%
48,885
– –
CRNX icon
65
Crinetics Pharmaceuticals
CRNX
$8.99B
$5.31M 0.06%
103,927
– –
DBVT
66
DBV Technologies
DBVT
$914M
$5.11M 0.05%
1,461,426
– –
KALA icon
67
KALA BIO
KALA
$15.9M
$5.08M 0.05%
17,827
– –
GBIO
68
DELISTED
Generation Bio
GBIO
$4.8M 0.05%
194,495
+73,799
+61% +$1.95M
ALEC icon
69
Alector
ALEC
$264M
$4.32M 0.04%
927,264
– –
PRME icon
70
Prime Medicine
PRME
$615M
$3.98M 0.04%
1,028,466
– –
SGMT icon
71
Sagimet Biosciences
SGMT
$637M
$3.83M 0.04%
1,381,898
– –
GPCR icon
72
Structure Therapeutics
GPCR
$3.5B
$3.75M 0.04%
+85,500
New +$3.31M
ARCT icon
73
Arcturus Therapeutics
ARCT
$382M
$3.51M 0.04%
151,329
– –
HOOK
74
DELISTED
HOOKIPA Pharma
HOOK
$3.5M 0.04%
812,814
-1
-0% -$5
CYPH
75
Cypherpunk Technologies Inc
CYPH
$153M
$3.01M 0.03%
1,172,175
– –
1 2
3
4

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Julian Baker's Q3 2024 Portfolio in Review

As of Q3 2024, Julian Baker held 99 positions worth $9.65B, up 23% from $7.83B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Julian Baker's Q3 2024 filing shows 5 new, 16 increased, 3 reduced and 6 closed positions. Its largest new stake was Bicara Therapeutics: 833,333 shares worth $21.2M. The largest sale was Cerevel Therapeutics Holdings, Inc. Common Stock, an estimated $28M.

By sector, the portfolio is most concentrated in Healthcare at 99% of assets, up from 98% a quarter earlier, followed by Financials.

  • Julian Baker's largest Q3 2024 buy was Bicara Therapeutics: 833,333 shares worth $21.2M.
  • Julian Baker added most to Insmed in Q3 2024, an estimated $62M increase.
  • Julian Baker's biggest Q3 2024 reduction was NewAmsterdam Pharma, cutting an estimated $2.01K.
  • Julian Baker fully exited Cerevel Therapeutics Holdings, Inc. Common Stock in Q3 2024, selling an estimated $28M.
  • Julian Baker's ten largest holdings make up 78% of its $9.65B portfolio in Q3 2024.
  • Julian Baker opened 5 new positions and closed 6 in Q3 2024.
  • Julian Baker's portfolio value rose 23% quarter-over-quarter to $9.65B.

Based on Baker Bros. Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.