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Baker Bros. Advisors Lp Top Holdings and 13F Report (2025)

About Baker Bros. Advisors Lp

Investment Activity

  • Baker Bros. Advisors Lp has $9.36 billion in total holdings as of December 31, 2024.
  • Baker Bros. Advisors Lp owns shares of 95 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 3.11% of the portfolio was purchased this quarter.
  • About 2.55% of the portfolio was sold this quarter.
  • This quarter, Baker Bros. Advisors Lp has purchased 93 new stocks and bought additional shares in 20 stocks.
  • Baker Bros. Advisors Lp sold shares of 4 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Incyte
$2,123,174,917
BeiGene
$1,760,633,555
Summit Therapeutics
$435,861,716

Largest New Holdings this Quarter

Ionis Pharmaceuticals, Inc.
$29,543,640 Holding
GRAIL, Inc.
$29,097,731 Holding
Candel Therapeutics
$25,883,612 Holding
Vir Biotechnology
$7,960,516 Holding
Intellia Therapeutics
$7,510,393 Holding

Largest Purchases this Quarter

Insmed
590,945 shares (about $40.80M)
Ionis Pharmaceuticals, Inc.
30,000,000 shares (about $29.54M)
GRAIL, Inc.
1,630,125 shares (about $29.10M)
Candel Therapeutics
2,981,983 shares (about $25.88M)
Bicycle Therapeutics
1,485,397 shares (about $20.80M)

Largest Sales this Quarter

BeiGene
1,037,017 shares (about $191.55M)
Rhythm Pharmaceuticals
314,117 shares (about $17.58M)
Biomea Fusion
656,959 shares (about $2.55M)
Sagimet Biosciences Inc.
428,902 shares (about $1.93M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBaker Bros. Advisors Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Incyte Co. stock logo
INCY
Incyte
$2,123,174,917$30,805 0.0%30,739,46622.7%Medical
BeiGene, Ltd. stock logo
BGNE
BeiGene
$1,760,633,555$191,547,410 -9.8%9,531,88018.8%Medical
ACADIA Pharmaceuticals Inc. stock logo
ACAD
ACADIA Pharmaceuticals
$786,809,7590.0%42,877,9168.4%Medical
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$609,299,2360.0%1,974,5906.5%Medical
Summit Therapeutics Inc. stock logo
SMMT
Summit Therapeutics
$435,861,7160.0%24,424,8654.7%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$347,163,155$16,091,159 4.9%7,936,9723.7%Medical
Insmed Incorporated stock logo
INSM
Insmed
$345,673,822$40,798,843 13.4%5,006,8633.7%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$340,596,259$17,584,270 -4.9%6,084,2493.6%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$241,216,2240.0%5,995,9292.6%Medical
Kodiak Sciences Inc. stock logo
KOD
Kodiak Sciences
$172,239,3760.0%17,310,4901.8%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$164,363,598$8,434,023 5.4%6,155,9401.8%Medical
Bicycle Therapeutics plc stock logo
BCYC
Bicycle Therapeutics
$152,394,998$20,795,558 15.8%10,885,3571.6%Medical
Replimune Group, Inc. stock logo
REPL
Replimune Group
$133,759,0190.0%11,045,3361.4%Medical
Alkermes plc stock logo
ALKS
Alkermes
$120,267,1590.0%4,181,7511.3%Medical
Insmed Incorporated
$92,928,7090.0%42,850,0001.0%Note 0.75% 6/1/2028
Entrada Therapeutics, Inc. stock logo
TRDA
Entrada Therapeutics
$84,130,0110.0%4,865,8190.9%Medical
AbCellera Biologics Inc. stock logo
ABCL
AbCellera Biologics
$80,650,1250.0%27,525,6400.9%Medical
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$76,051,9440.0%3,731,6950.8%Medical
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$73,139,2350.0%3,882,1250.8%Medical
argenx SE stock logo
ARGX
argenx
$68,820,9600.0%111,9040.7%Medical
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$66,307,1160.0%1,576,1140.7%Medical
Kiniksa Pharmaceuticals International, plc
$55,746,4290.0%2,818,3230.6%ORD SHS CL A
Immatics stock logo
IMTX
Immatics
$51,731,151$5,918,591 12.9%7,275,8300.6%Medical
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$51,483,313$18,299,881 55.1%1,308,0110.5%Medical
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$51,111,233$2,927,307 6.1%4,633,8380.5%Medical
Immunocore Holdings plc stock logo
IMCR
Immunocore
$44,701,8810.0%1,515,3180.5%Medical
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$44,572,755$11,463,944 34.6%3,767,7730.5%Medical
Sera Prognostics, Inc. stock logo
SERA
Sera Prognostics
$44,236,0080.0%5,434,3990.5%Medical
Immunovant, Inc. stock logo
IMVT
Immunovant
$42,304,212$11,950,807 39.4%1,707,8810.5%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$38,952,2170.0%993,6790.4%Medical
Celcuity Inc. stock logo
CELC
Celcuity
$35,062,259$10,518,797 42.9%2,678,5530.4%Medical
Monte Rosa Therapeutics, Inc. stock logo
GLUE
Monte Rosa Therapeutics
$34,117,6990.0%4,916,0950.4%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$30,520,8210.0%1,097,0820.3%Medical
Cerus Co. stock logo
CERS
Cerus
$29,995,1020.0%19,477,3390.3%Medical
Ionis Pharmaceuticals, Inc.
$29,543,640$29,543,640 New Holding30,000,0000.3%Note 1.75% 6/15/2028
GRAIL, Inc.
$29,097,731$29,097,731 New Holding1,630,1250.3%COM
IDEAYA Biosciences, Inc. stock logo
IDYA
IDEAYA Biosciences
$27,296,5610.0%1,062,1230.3%Medical
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$26,621,8600.0%169,9340.3%Medical
Candel Therapeutics, Inc. stock logo
CADL
Candel Therapeutics
$25,883,612$25,883,612 New Holding2,981,9830.3%Medical
Praxis Precision Medicines, Inc.
$25,514,780$648,619 2.6%331,5330.3%COM
IGM Biosciences, Inc. stock logo
IGMS
IGM Biosciences
$25,016,197$12,183 0.0%4,094,3040.3%Medical
Centessa Pharmaceuticals plc stock logo
CNTA
Centessa Pharmaceuticals
$20,555,2320.0%1,227,1780.2%Medical
Merus stock logo
MRUS
Merus
$18,922,500$6,307,500 50.0%450,0000.2%Medical
Dyne Therapeutics, Inc.
$15,834,5820.0%672,0960.2%COM
Neurogene Inc.
$15,417,927$4,993,424 47.9%674,4500.2%COM
Xencor, Inc. stock logo
XNCR
Xencor
$15,406,5040.0%670,4310.2%Medical
Bicara Therapeutics Inc.
$14,516,6610.0%833,3330.2%COM
Prelude Therapeutics Incorporated stock logo
PRLD
Prelude Therapeutics
$12,907,8760.0%10,123,8240.1%Medical
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$12,512,708$4,700,197 60.2%357,9150.1%Medical
Alumis Inc.
$12,281,2500.0%1,562,5000.1%COM
Neumora Therapeutics, Inc.
$10,966,7600.0%1,034,6000.1%COM
Design Therapeutics, Inc. stock logo
DSGN
Design Therapeutics
$10,758,7830.0%1,743,7250.1%Medical
Structure Therapeutics Inc. stock logo
GPCR
Structure Therapeutics
$9,805,643$7,486,883 322.9%361,5650.1%Medical
Verve Therapeutics, Inc. stock logo
VERV
Verve Therapeutics
$9,540,2290.0%1,691,5300.1%Medical
Opthea Limited stock logo
OPT
Opthea
$8,536,9000.0%2,173,6220.1%Medical
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$8,465,7680.0%2,784,7920.1%Medical
KALA BIO, Inc. stock logo
KALA
KALA BIO
$8,341,144$2,155,279 34.8%1,201,8940.1%Medical
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$7,960,516$7,960,516 New Holding1,084,5390.1%Medical
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$7,876,1830.0%190,4760.1%Medical
Arvinas, Inc. stock logo
ARVN
Arvinas
$7,774,8920.0%405,5760.1%Medical
Intellia Therapeutics, Inc. stock logo
NTLA
Intellia Therapeutics
$7,510,393$7,510,393 New Holding644,1160.1%Medical
2seventy bio, Inc. stock logo
TSVT
2seventy bio
$7,342,7260.0%2,497,5260.1%Medical
Taysha Gene Therapies, Inc. stock logo
TSHA
Taysha Gene Therapies
$6,928,2280.0%4,004,7560.1%Medical
Celldex Therapeutics, Inc. stock logo
CLDX
Celldex Therapeutics
$6,257,9640.0%247,6440.1%Medical
Biomea Fusion, Inc. stock logo
BMEA
Biomea Fusion
$5,633,721$2,549,001 -31.2%1,451,9900.1%Medical
Fate Therapeutics, Inc. stock logo
FATE
Fate Therapeutics
$5,376,363$430,039 8.7%3,258,4020.1%Medical
BioNTech SE stock logo
BNTX
BioNTech
$5,131,282$5,131,282 New Holding45,0310.1%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$4,884,970$4,884,970 New Holding77,0500.1%Medical
Relay Therapeutics, Inc. stock logo
RLAY
Relay Therapeutics
$4,779,6820.0%1,160,1170.1%Medical
Contineum Therapeutics, Inc.
$4,578,1250.0%312,5000.0%CL A
DBV Technologies S.A.
$4,515,803$4,515,803 New Holding1,461,4250.0%SPONSORED ADS
Sagimet Biosciences Inc.
$4,288,482$1,930,059 -31.0%952,9960.0%COM SER A
Wave Life Sciences Ltd. stock logo
WVE
Wave Life Sciences
$4,256,0590.0%344,0630.0%Medical
Skye Bioscience, Inc.
$4,105,306$45,291 1.1%1,450,6380.0%COM
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$4,001,7260.0%48,8850.0%Medical
Sana Biotechnology, Inc. stock logo
SANA
Sana Biotechnology
$3,880,9470.0%2,380,9490.0%Medical
Leap Therapeutics, Inc. stock logo
LPTX
Leap Therapeutics
$3,370,0030.0%1,172,1750.0%Medical
Aligos Therapeutics, Inc.
$3,308,9110.0%83,0550.0%COM
Prime Medicine, Inc. stock logo
PRME
Prime Medicine
$3,003,1210.0%1,028,4660.0%Medical
Protara Therapeutics, Inc. stock logo
TARA
Protara Therapeutics
$2,834,4730.0%536,8320.0%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$2,583,7430.0%114,8330.0%Medical
Arcturus Therapeutics Holdings Inc. stock logo
ARCT
Arcturus Therapeutics
$2,568,0530.0%151,3290.0%Medical
Compass Therapeutics, Inc. stock logo
CMPX
Compass Therapeutics
$2,258,5640.0%1,557,6300.0%Medical
Generation Bio Co. stock logo
GBIO
Generation Bio
$2,061,6420.0%1,944,9450.0%Medical
HOOKIPA Pharma Inc.
$1,633,7560.0%812,8140.0%COM
Mersana Therapeutics, Inc. stock logo
MRSN
Mersana Therapeutics
$1,553,1440.0%1,086,1150.0%Medical
vTv Therapeutics, Inc.
$1,343,7800.0%97,3140.0%CL A
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$1,220,283$1,220,283 New Holding97,0790.0%Medical
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$920,856$920,856 New Holding20,4000.0%Medical
Century Therapeutics, Inc. stock logo
IPSC
Century Therapeutics
$805,4350.0%797,4600.0%Medical
PMV Pharmaceuticals, Inc. stock logo
PMVP
PMV Pharmaceuticals
$486,2560.0%322,0240.0%Medical
Acrivon Therapeutics, Inc. stock logo
ACRV
Acrivon Therapeutics
$318,3680.0%52,8850.0%Medical
Foghorn Therapeutics Inc. stock logo
FHTX
Foghorn Therapeutics
$212,5270.0%45,0270.0%Medical
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$147,4370.0%10,6070.0%Medical
SRZNW
Surrozen
$17,8330.0%833,3330.0%Medical
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$0$5,775,000 -100.0%00.0%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$0$5,310,670 -100.0%00.0%Medical
DBV Technologies S.A.
$0$5,114,992 -100.0%00.0%SPONSORED ADR
Alector, Inc. stock logo
ALEC
Alector
$0$4,321,050 -100.0%00.0%Medical
NewAmsterdam Pharma stock logo
NAMS
NewAmsterdam Pharma
$0$1,605,403 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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