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13-F holdings, Q2 2026

Baker Bros. Advisors LP

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$20B
Positions
84
Filed
Data as of

These holdings are as of , 133 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. INCY$3.5B
    30,762,330 shares17.5% of the book
  2. ONC$2.5B
    8,801,567 shares12.6% of the book
  3. RVMD$2.1B
    11,443,357 shares10.7% of the book
  4. MDGL$1.2B
    2,143,131 shares5.8% of the book
  5. ACAD$1.1B
    42,912,904 shares5.4% of the book
  6. KYMR$992.7M
    8,657,242 shares5% of the book
  7. INSM$937.8M
    8,796,111 shares4.7% of the book
  8. CELC$828.2M
    7,915,792 shares4.2% of the book
  9. KOD$776.1M
    19,919,186 shares3.9% of the book
  10. RYTM$622.3M
    5,604,483 shares3.1% of the book

What changed this quarter

6 new positions and 9 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • RVMD

    Revolution Medicines, Inc.

    +$353.6M

    +19.8% shares

  • INSM

    Insmed Incorporated

    +$146.6M

    +18.5% shares

  • IDYA

    IDEAYA Biosciences, Inc.

    +$39.6M

    +26.9% shares

  • FTH

    Faeth Therapeutics, Inc.

    +$32.2M

    New

  • RLAY

    Relay Therapeutics, Inc.

    +$31.2M

    +143.7% shares

Largest sells

  • EWTX

    Edgewise Therapeutics, Inc.

    −$116.8M

    -43.7% shares

  • ABVX

    Abivax S.A.

    −$97.5M

    Sold out, was 0.56% of the book

  • Celcuity Inc.

    −$74.9M

    Sold out, was 0.43% of the book

  • SMMT

    Summit Therapeutics Inc.

    −$52.5M

    -9.9% shares

  • SYRE

    Spyre Therapeutics, Inc.

    −$50.4M

    Sold out, was 0.29% of the book

What was sold out, by size

  • 3 real positions, 0.25% of the book or more
  • 6 small, between 0.015% and 0.25%

Not counted as trades: PBLS (newly listed or spun off), AVLN (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.