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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 $9.04 billion in total holdings as of March 31, 2025.
  • Baker Bros. Advisors Lp owns shares of 89 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 2.28% of the portfolio was purchased this quarter.
  • About 4.58% of the portfolio was sold this quarter.
  • This quarter, Baker Bros. Advisors Lp has purchased 95 new stocks and bought additional shares in 11 stocks.
  • Baker Bros. Advisors Lp sold shares of 15 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

BeiGene
$2,394,838,255
Incyte
$1,861,304,154
Summit Therapeutics
$471,155,646

Largest New Holdings this Quarter

925050106 - Verona Pharma
$14,211,792 Holding
75915K309 - Regulus Therapeutics
$4,714,577 Holding
829401108 - Sionna Therapeutics, Inc.
$4,184,000 Holding
878972108 - Tectonic Therapeutic, Inc.
$1,771,000 Holding

Largest Purchases this Quarter

Immunovant
3,750,000 shares (about $64.09M)
Insmed
373,763 shares (about $28.51M)
Immunocore
807,338 shares (about $23.95M)
Vaxcyte
592,000 shares (about $22.35M)
Celcuity
1,579,182 shares (about $15.97M)

Largest Sales this Quarter

BeiGene
732,827 shares (about $199.45M)
Rhythm Pharmaceuticals
479,766 shares (about $25.41M)
CRISPR Therapeutics
653,912 shares (about $22.25M)
Akero Therapeutics
548,369 shares (about $22.20M)
Xenon Pharmaceuticals
646,271 shares (about $21.68M)

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
BeiGene, Ltd. stock logo
BGNE
BeiGene
$2,394,838,255$199,453,525 -7.7%8,799,05326.5%Medical
Incyte Co. stock logo
INCY
Incyte
$1,861,304,154$29,488 0.0%30,739,95320.6%Medical
ACADIA Pharmaceuticals Inc. stock logo
ACAD
ACADIA Pharmaceuticals
$712,202,1850.0%42,877,9167.9%Medical
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$654,043,4460.0%1,974,5907.2%Medical
Summit Therapeutics Inc. stock logo
SMMT
Summit Therapeutics
$471,155,6460.0%24,424,8655.2%Medical
Insmed Incorporated stock logo
INSM
Insmed
$410,487,958$28,514,379 7.5%5,380,6264.5%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$296,869,465$25,413,205 -7.9%5,604,4833.3%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$280,651,3300.0%7,936,9723.1%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$164,108,5770.0%5,995,9291.8%Medical
Alkermes plc stock logo
ALKS
Alkermes
$148,038,071$9,956,653 7.2%4,483,2851.6%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$135,430,6800.0%6,155,9401.5%Medical
Replimune Group, Inc. stock logo
REPL
Replimune Group
$107,692,0260.0%11,045,3361.2%Medical
Insmed Incorporated
$101,588,4370.0%42,850,0001.1%Note 0.75% 6/1/2028
Immunovant, Inc. stock logo
IMVT
Immunovant
$93,275,186$64,087,500 219.6%5,457,8811.0%Medical
Bicycle Therapeutics plc stock logo
BCYC
Bicycle Therapeutics
$92,416,6810.0%10,885,3571.0%Medical
Immunocore Holdings plc stock logo
IMCR
Immunocore
$68,913,204$23,953,719 53.3%2,322,6560.8%Medical
Kiniksa Pharmaceuticals International, plc
$62,594,9540.0%2,818,3230.7%ORD SHS CL A
AbCellera Biologics Inc. stock logo
ABCL
AbCellera Biologics
$61,382,1770.0%27,525,6400.7%Medical
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$57,071,0880.0%1,576,1140.6%Medical
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$50,732,3940.0%3,731,6950.6%Medical
Kodiak Sciences Inc. stock logo
KOD
Kodiak Sciences
$48,555,9240.0%17,310,4900.5%Medical
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$46,119,6450.0%3,882,1250.5%Medical
argenx SE stock logo
ARGX
argenx
$46,023,422$20,208,638 -30.5%77,7600.5%Medical
Entrada Therapeutics, Inc. stock logo
TRDA
Entrada Therapeutics
$43,987,0040.0%4,865,8190.5%Medical
Celcuity Inc. stock logo
CELC
Celcuity
$43,045,701$15,965,530 59.0%4,257,7350.5%Medical
GRAIL, Inc.
$41,633,3930.0%1,630,1250.5%COM
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$38,016,8300.0%3,767,7730.4%Medical
Immatics stock logo
IMTX
Immatics
$32,813,9930.0%7,275,8300.4%Medical
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$30,815,0230.0%4,633,8380.3%Medical
Cerus Co. stock logo
CERS
Cerus
$26,898,011$175,490 -0.6%19,351,0870.3%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$24,199,818$22,353,920 1,211.0%640,8850.3%Medical
Monte Rosa Therapeutics, Inc. stock logo
GLUE
Monte Rosa Therapeutics
$22,810,6810.0%4,916,0950.3%Medical
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$22,258,989$22,252,625 -50.0%654,0990.2%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$22,211,902$22,197,977 -50.0%548,7130.2%Medical
Sera Prognostics, Inc. stock logo
SERA
Sera Prognostics
$20,233,266$234,677 1.2%5,498,1700.2%Medical
Centessa Pharmaceuticals plc stock logo
CNTA
Centessa Pharmaceuticals
$17,646,8200.0%1,227,1780.2%Medical
Neurogene Inc.
$17,403,402$9,505,593 120.4%1,486,2000.2%COM
IDEAYA Biosciences, Inc. stock logo
IDYA
IDEAYA Biosciences
$17,397,5750.0%1,062,1230.2%Medical
Verona Pharma plc stock logo
VRNA
Verona Pharma
$14,211,792$14,211,792 New Holding223,8430.2%Medical
Candel Therapeutics, Inc. stock logo
CADL
Candel Therapeutics
$13,770,118$3,078,086 -18.3%2,437,1890.2%Medical
Praxis Precision Medicines, Inc.
$12,555,1550.0%331,5330.1%COM
2seventy bio, Inc. stock logo
TSVT
2seventy bio
$12,337,7780.0%2,497,5260.1%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$11,655,538$21,682,391 -65.0%347,4080.1%Medical
Bicara Therapeutics Inc.
$10,858,3290.0%833,3330.1%COM
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$10,798,2960.0%357,9150.1%Medical
DBV Technologies S.A.
$9,966,9190.0%1,461,4250.1%SPONSORED ADS
Alumis Inc.
$9,593,7500.0%1,562,5000.1%COM
Merus stock logo
MRUS
Merus
$9,407,115$9,533,385 -50.3%223,5000.1%Medical
Prelude Therapeutics Incorporated stock logo
PRLD
Prelude Therapeutics
$7,775,0970.0%10,123,8240.1%Medical
Verve Therapeutics, Inc. stock logo
VERV
Verve Therapeutics
$7,730,2920.0%1,691,5300.1%Medical
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$7,317,517$6,670,000 1,030.1%1,097,0790.1%Medical
Xencor, Inc. stock logo
XNCR
Xencor
$7,133,3860.0%670,4310.1%Medical
Dyne Therapeutics, Inc.
$7,030,1240.0%672,0960.1%COM
KALA BIO, Inc. stock logo
KALA
KALA BIO
$6,886,8530.0%1,201,8940.1%Medical
Design Therapeutics, Inc. stock logo
DSGN
Design Therapeutics
$6,730,7790.0%1,743,7250.1%Medical
Structure Therapeutics Inc. stock logo
GPCR
Structure Therapeutics
$6,258,6900.0%361,5650.1%Medical
Taysha Gene Therapies, Inc. stock logo
TSHA
Taysha Gene Therapies
$5,566,6110.0%4,004,7560.1%Medical
Regulus Therapeutics Inc. stock logo
RGLS
Regulus Therapeutics
$4,714,577$4,714,577 New Holding2,694,0440.1%Medical
IGM Biosciences, Inc. stock logo
IGMS
IGM Biosciences
$4,709,546$1,096 0.0%4,095,2570.1%Medical
Intellia Therapeutics, Inc. stock logo
NTLA
Intellia Therapeutics
$4,579,6650.0%644,1160.1%Medical
Celldex Therapeutics, Inc. stock logo
CLDX
Celldex Therapeutics
$4,494,7390.0%247,6440.0%Medical
Sionna Therapeutics, Inc.
$4,184,000$4,184,000 New Holding400,0000.0%COM
BioNTech SE stock logo
BNTX
BioNTech
$4,100,5230.0%45,0310.0%Medical
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$3,843,0130.0%2,784,7920.0%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$3,824,7620.0%77,0500.0%Medical
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$3,515,653$3,512,160 -50.0%542,5390.0%Medical
Sana Biotechnology, Inc. stock logo
SANA
Sana Biotechnology
$3,411,994$588,000 -14.7%2,030,9490.0%Medical
Sagimet Biosciences Inc.
$3,106,7670.0%952,9960.0%COM SER A
Relay Therapeutics, Inc. stock logo
RLAY
Relay Therapeutics
$3,039,5070.0%1,160,1170.0%Medical
Wave Life Sciences Ltd. stock logo
WVE
Wave Life Sciences
$2,780,0290.0%344,0630.0%Medical
Fate Therapeutics, Inc. stock logo
FATE
Fate Therapeutics
$2,574,4630.0%3,258,4020.0%Medical
Skye Bioscience, Inc.
$2,306,5140.0%1,450,6380.0%COM
Protara Therapeutics, Inc. stock logo
TARA
Protara Therapeutics
$2,286,9040.0%536,8320.0%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$2,259,9130.0%114,8330.0%Medical
Contineum Therapeutics, Inc.
$2,181,2500.0%312,5000.0%CL A
Prime Medicine, Inc. stock logo
PRME
Prime Medicine
$2,046,6470.0%1,028,4660.0%Medical
Tectonic Therapeutic, Inc.
$1,771,000$1,771,000 New Holding100,0000.0%COM
vTv Therapeutics, Inc.
$1,685,4780.0%97,3140.0%CL A
Compass Therapeutics, Inc. stock logo
CMPX
Compass Therapeutics
$1,040,246$1,919,250 -64.9%547,4980.0%Medical
Neumora Therapeutics, Inc.
$1,034,6000.0%1,034,6000.0%COM
HOOKIPA Pharma Inc.
$877,8390.0%812,8140.0%COM
Generation Bio Co. stock logo
GBIO
Generation Bio
$787,7030.0%1,944,9450.0%Medical
Aligos Therapeutics, Inc.
$685,2040.0%83,0550.0%COM
Leap Therapeutics, Inc. stock logo
LPTX
Leap Therapeutics
$123,487$234,142 -65.5%404,7440.0%Medical
Century Therapeutics, Inc. stock logo
IPSC
Century Therapeutics
$115,042$264,550 -69.7%241,6840.0%Medical
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$98,6450.0%10,6070.0%Medical
Acrivon Therapeutics, Inc. stock logo
ACRV
Acrivon Therapeutics
$46,302$61,054 -56.9%22,8090.0%Medical
SRZNW
Surrozen
$25,0000.0%833,3330.0%Medical
Opthea Limited stock logo
OPT
Opthea
$0-4.0%2,087,3200.0%Medical
Ionis Pharmaceuticals, Inc.
$0$29,543,640 -100.0%00.0%Note 1.75% 6/15/2028
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$0$26,621,860 -100.0%00.0%Medical
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$0$7,876,183 -100.0%00.0%Medical
Arvinas, Inc. stock logo
ARVN
Arvinas
$0$7,774,892 -100.0%00.0%Medical
Biomea Fusion, Inc. stock logo
BMEA
Biomea Fusion
$0$5,633,721 -100.0%00.0%Medical
Arcturus Therapeutics Holdings Inc. stock logo
ARCT
Arcturus Therapeutics
$0$2,568,053 -100.0%00.0%Medical
Mersana Therapeutics, Inc. stock logo
MRSN
Mersana Therapeutics
$0$1,553,144 -100.0%00.0%Medical
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$0$920,856 -100.0%00.0%Medical
PMV Pharmaceuticals, Inc. stock logo
PMVP
PMV Pharmaceuticals
$0$486,256 -100.0%00.0%Medical
Foghorn Therapeutics Inc. stock logo
FHTX
Foghorn Therapeutics
$0$212,527 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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