The Analysis of BAKER BROS. ADVISORS LP's Holdings


Currently, BAKER BROS. ADVISORS LP holds 86 types of securities in its portfolio with a total value $17.5B. In the most recent quarter, they have increased their positions in ONC (+8.8M shares, valued at $2.7B), MDGL (+2.1M shares, valued at $1.2B), INSM (+6.6M shares, valued at $1.1B); decreased their positions in KOD (-148.4K shares, valued at $4.1M); initiated new positions in ONC (+8.8M shares, valued at $2.7B), MDGL (+2.1M shares, valued at $1.2B), INSM (+6.6M shares, valued at $1.1B).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
INCY Incyte Corporation30.9M shares0.35%2026-02-062026-02-10history
ONC BeOne Medicines Ltd.8.8M sharesnew addition2025-12-312026-02-17history
MDGL Madrigal Pharmaceuticals, Inc.2.1M sharesnew addition2025-12-312026-02-17history
INSM Insmed Incorporated6.6M sharesnew addition2025-12-312026-02-17history
ACAD ACADIA Pharmaceuticals Inc.43.2M shares0.59%2026-02-242026-02-26history
CELC Celcuity Inc.7.9M sharesnew addition2025-12-312026-02-17history
RVMD Revolution Medicines, Inc.9.5M sharesnew addition2025-12-312026-02-17history
KYMR Kymera Therapeutics, Inc.8.7M sharesnew addition2025-12-312026-02-17history
Sponsored
SMMT Summit Therapeutics Inc.36.4M sharesnew addition2025-12-312026-02-17history
RYTM Rhythm Pharmaceuticals, Inc.5.6M sharesnew addition2025-12-312026-02-17history
KOD Kodiak Sciences Inc.19.9M shares-0.74%2025-12-312026-02-17history
DBV Technologies S.A. DBV Technologies S.A.25.6M shares1650.77%2026-01-122026-01-14history
Praxis Precision Medicines, Inc. Praxis Precision Medicines, Inc.1.1M sharesnew addition2025-12-312026-02-17history
ALKS Alkermes plc10.0M sharesnew addition2025-12-312026-02-17history
GRAL GRAIL, Inc.2.1M sharesnew addition2025-12-312026-02-17history
EWTX Edgewise Therapeutics, Inc.6.6M sharesnew addition2025-12-312026-02-17history
Sponsored
Arrowhead Pharmaceuticals, Inc. Arrowhead Pharmaceuticals, Inc.2.2M sharesnew addition2025-12-312026-02-17history
IONS Ionis Pharmaceuticals, Inc.1.8M sharesnew addition2025-12-312026-02-17history
IMVT Immunovant, Inc.5.5M sharesnew addition2025-12-312026-02-17history
IMTX Immatics N.V.12.1M sharesnew addition2025-12-312026-02-17history
IDYA IDEAYA Biosciences, Inc.3.6M sharesnew addition2025-12-312026-02-17history
ROIV Roivant Sciences Ltd.5.6M sharesnew addition2025-12-312026-02-17history
ABVX Abivax S.A.875.8K sharesnew addition2025-12-312026-02-17history
Kiniksa Pharmaceuticals International, plc Kiniksa Pharmaceuticals International, plc2.8M sharesnew addition2025-12-312026-02-17history
Sponsored
REPL Replimune Group, Inc.11.0M sharesnew addition2025-12-312026-02-17history
STOK Stoke Therapeutics, Inc.3.3M sharesnew addition2025-12-312026-02-17history
GPCR Structure Therapeutics Inc.1.4M sharesnew addition2025-12-312026-02-17history
ABCL AbCellera Biologics Inc.27.5M sharesnew addition2025-12-312026-02-17history
NRIX Nurix Therapeutics, Inc.4.7M sharesnew addition2025-12-312026-02-17history
IMCR Immunocore Holdings plc2.3M sharesnew addition2025-12-312026-02-17history
BCYC Bicycle Therapeutics plc10.9M sharesnew addition2025-12-312026-02-17history
CRNX Crinetics Pharmaceuticals, Inc.1.6M sharesnew addition2025-12-312026-02-17history
Sponsored
GLUE Monte Rosa Therapeutics, Inc.4.3M sharesnew addition2025-12-312026-02-17history
Celcuity Inc. Celcuity Inc.30.8M sharesnew addition2025-12-312026-02-17history
RARE Ultragenyx Pharmaceutical Inc.2.8M sharesnew addition2025-12-312026-02-17history
DNLI Denali Therapeutics Inc.3.7M sharesnew addition2025-12-312026-02-17history
VRDN Viridian Therapeutics, Inc.2.0M sharesnew addition2025-12-312026-02-17history
TRDA Entrada Therapeutics, Inc.5.1M sharesnew addition2025-12-312026-02-17history
RAPP Rapport Therapeutics, Inc.1.5M sharesnew addition2025-12-312026-02-17history
TERN Terns Pharmaceuticals, Inc.950.0K sharesnew addition2025-12-312026-02-17history
Sponsored
BNTX BioNTech SE368.9K sharesnew addition2025-12-312026-02-17history
SYRE Spyre Therapeutics, Inc.1.0M sharesnew addition2025-12-312026-02-17history
DNTH Dianthus Therapeutics, Inc.789.8K sharesnew addition2025-12-312026-02-17history
PRLD Prelude Therapeutics Inc.10.1M sharesnew addition2025-12-312026-02-17history
IRON Disc Medicine, Inc.337.1K sharesnew addition2025-12-312026-02-17history
JBIO Jade Biosciences, Inc.1.6M sharesnew addition2025-12-312026-02-17history
TSHA Taysha Gene Therapies, Inc.4.0M sharesnew addition2025-12-312026-02-17history
BCRX BioCryst Pharmaceuticals, Inc.2.8M sharesnew addition2025-12-312026-02-17history
Sponsored
VTYX Ventyx Biosciences, Inc.2.3M sharesnew addition2025-12-312026-02-17history
ARGX argenx SE25.2K sharesnew addition2025-12-312026-02-17history
DSGN Design Therapeutics, Inc.2.2M sharesnew addition2025-12-312026-02-17history
CERS Cerus Corporation10.0M sharesnew addition2025-12-312026-02-17history
NGNE Neurogene Inc.991.7K sharesnew addition2025-12-312026-02-17history
TECX Tectonic Therapeutic, Inc.903.4K sharesnew addition2025-12-312026-02-17history
CTMX CytomX Therapeutics, Inc.4.3M sharesnew addition2025-12-312026-02-17history
CLDX Celldex Therapeutics, Inc.665.4K sharesnew addition2025-12-312026-02-17history
Sponsored
XNCR Xencor, Inc.1.1M sharesnew addition2025-12-312026-02-17history
CNTA Centessa Pharmaceuticals plc670.8K sharesnew addition2025-12-312026-02-17history
XENE Xenon Pharmaceuticals Inc.370.2K sharesnew addition2025-12-312026-02-17history
SION Sionna Therapeutics, Inc.400.0K sharesnew addition2025-12-312026-02-17history
CTNM Contineum Therapeutics, Inc.1.4M sharesnew addition2025-12-312026-02-17history
SERA Sera Prognostics, Inc.5.5M sharesnew addition2025-12-312026-02-17history
DYN Dyne Therapeutics, Inc.813.4K sharesnew addition2025-12-312026-02-17history
ALMS Alumis Inc.1.6M sharesnew addition2025-12-312026-02-17history
Sponsored
NUVL Nuvalent, Inc.143.9K sharesnew addition2025-12-312026-02-17history
PHVS Pharvaris N.V.375.0K sharesnew addition2025-12-312026-02-17history
RLAY Relay Therapeutics, Inc.1.2M sharesnew addition2025-12-312026-02-17history
ABSI Absci Corporation2.1M sharesnew addition2025-12-312026-02-17history
RCUS Arcus Biosciences, Inc.270.0K sharesnew addition2025-12-312026-02-17history
MapLight Therapeutics, Inc. MapLight Therapeutics, Inc.364.7K sharesnew addition2025-12-312026-02-17history
vTv Therapeutics, Inc. vTv Therapeutics, Inc.148.3K sharesnew addition2025-12-312026-02-17history
WVE Wave Life Sciences Ltd.344.1K sharesnew addition2025-12-312026-02-17history
Sponsored
SGMT Sagimet Biosciences Inc.953.0K sharesnew addition2025-12-312026-02-17history
TARA Protara Therapeutics, Inc.971.6K sharesnew addition2025-12-312026-02-17history
LBRX LB Pharmaceuticals Inc.200.0K sharesnew addition2025-12-312026-02-17history
ELVN Enliven Therapeutics, Inc.271.4K sharesnew addition2025-12-312026-02-17history
FDMT 4D Molecular Therapeutics, Inc.475.7K sharesnew addition2025-12-312026-02-17history
VIR Vir Biotechnology, Inc.542.5K sharesnew addition2025-12-312026-02-17history
TCRX TScan Therapeutics, Inc.2.8M sharesnew addition2025-12-312026-02-17history
SANA Sana Biotechnology, Inc.310.5K sharesnew addition2025-12-312026-02-17history
Sponsored
Skye Bioscience, Inc. Skye Bioscience, Inc.1.5M sharesnew addition2025-12-312026-02-17history
KALA BIO, Inc. KALA BIO, Inc.1.8M sharesnew addition2025-12-312026-02-17history
Aligos Therapeutics, Inc. Aligos Therapeutics, Inc.83.1K sharesnew addition2025-12-312026-02-17history
TYRA Tyra Biosciences, Inc.10.6K sharesnew addition2025-12-312026-02-17history
ACRV Acrivon Therapeutics, Inc.22.8K sharesnew addition2025-12-312026-02-17history
SRZNW Surrozen, Inc.833.3K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available