BAKER BROS. ADVISORS LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$19,955,239
Net value change ($000)
+2,539,549 (14.6%)
New positions
8
Sold out positions
8
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RVMD 1,213,854 130.6%
INCY 593,554 20.5%
KYMR 271,664 37.7%
ALKERMES PLC 170,559 48.2%
ABCL 153,482 145.3%
RYTM 134,844 27.7%
ACAD 130,816 13.7%
IMVT 73,845 54.5%
GRAL 66,834 32.1%
IDYA 55,226 42.0%
Top Reduces (Value $000, Stocks/ETFs)
INSM -275,659 -22.7%
SMMT -212,278 -30.8%
ONC -104,872 -4.0%
ABVX -97,520 -100.0%
CELC -75,358 -8.3%
EWTX -56,741 -27.4%
SYRE -50,440 -100.0%
TRDA -26,683 -41.7%
CNTA -26,642 -100.0%
IMCR -22,142 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type