AiSiWhale

AI & tech investing

BAKER BROS. ADVISORS LP

CIK 1263508

13F filing for Q2 2026・No. 377

Holdings
US$19.96B
Quarter change
+US$2.54B
Entries
84
Net bought (estimate)
—

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

No filing the quarter before to compare with.

Largest holdings

83 stocks worth US$19.89B, options and bonds left out.

StockThis quarterValueWeight
INCYIncyte CorporationCOM—US$3.49B17.54%
ONCBeOne Medicines Ltd.SPONSORED ADS—US$2.51B12.61%
RVMDRevolution Medicines, Inc.COM—US$2.14B10.78%
MDGLMadrigal Pharmaceuticals, Inc.COM—US$1.15B5.79%
ACADACADIA Pharmaceuticals Inc.COM—US$1.09B5.46%
Kymera Therapeutics, Inc.COM—US$992.73M4.99%
INSMInsmed IncorporatedCOM PAR $.01—US$937.84M4.72%
Celcuity Inc.COM—US$828.15M4.16%
Kodiak Sciences Inc.COM—US$776.05M3.90%
RYTMRhythm Pharmaceuticals, Inc.COM—US$622.27M3.13%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.