Baker Bros. Advisors LP

Reported value$20Bas of Jun 30, 2026

Positions84 8 new, 8 sold out

Top 10 weight73%INCY alone is 17%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

INCY

ONC

RVMD

Revolution Medicines, Inc.

10.7%Added

MDGL

Madrigal Pharmaceuticals, Inc.

5.8%

ACAD

ACADIA Pharmaceuticals Inc.

5.4%

KYMR

Kymera Therapeutics, Inc.

INSM

CELC

KOD

RYTM

Rhythm Pharmaceuticals, Inc.

3.1%

74 others

27.2%

Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

FTH $32.2M
CYTK $18M
NTLA $15.7M
PBLS $13.7M

arrow_upwardAdded

RLAY +144%
CLDX +78%
IDYA +27%
VRDN +21%

arrow_downwardTrimmed

EWTX −44%
IMTX −13%
SMMT −10%
ROIV −3%

remove_circleSold out

ABVX $97.5M
SYRE $50.4M
Centessa Pharmaceuticals plc $26.6M
IMCR $22.1M