BAKER BROS. ADVISORS LP — 13F holdings

BAKER BROS. ADVISORS LP reported 84 holdings worth $20.0B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. INCY INCYTE CORP — $3.49B (17.5%)
  2. ONC BEONE MEDICINES LTD — $2.51B (12.6%)
  3. RVMD REVOLUTION Medicines Inc — $2.14B (10.7%)
  4. MDGL MADRIGAL PHARMACEUTICALS INC — $1.15B (5.8%)
  5. ACAD ACADIA PHARMACEUTICALS INC — $1.09B (5.4%)
  6. KYMR KYMERA THERAPEUTICS INC — $993M (5.0%)
  7. INSM INSMED INC — $938M (4.7%)
  8. CELC CELCUITY INC — $828M (4.2%)
  9. KOD KODIAK SCIENCES INC — $776M (3.9%)
  10. RYTM RHYTHM PHARMACEUTICALS INC — $622M (3.1%)