StockDriftsStockDriftsTop 50 Baker Bros Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INCY | Incyte Corporation | 17.48% | 30.76M | $3.49B | +0.06%(+17.92K) | $12.21(+884.16%) | 2026-06-30 | |
| ONC | BeOne Medicines Ltd. | 12.57% | 8.80M | $2.51B | +0.03%(+2.51K) | $71.30(+387.34%) | 2026-06-30 | |
| RVMD | Revolution Medicines, Inc. | 10.74% | 11.44M | $2.14B | +19.76%(+1.89M) | $48.50(+342.60%) | 2026-06-30 | |
| MDGL | Madrigal Pharmaceuticals, Inc. | 5.77% | 2.14M | $1.15B | +0.07%(+1.43K) | $180.43(+181.30%) | 2026-06-30 | |
| ACAD | ACADIA Pharmaceuticals Inc. | 5.44% | 42.91M | $1.09B | +0.04%(+16.21K) | $16.40(+72.23%) | 2026-06-30 | |
| KYMR | Kymera Therapeutics, Inc. | 4.97% | 8.66M | $992.7M | +0.00%(+0) | $41.46(+183.14%) | 2026-06-30 | |
| INSM | Insmed Incorporated | 4.7% | 8.80M | $937.8M | +18.53%(+1.38M) | $71.80(+72.34%) | 2026-06-30 | |
| CELC | Celcuity Inc. | 4.15% | 7.92M | $828.2M | +0.00%(+0) | $28.85(+218.84%) | 2026-06-30 | |
| KOD | Kodiak Sciences Inc. | 3.89% | 19.92M | $776.1M | +0.00%(+0) | $29.31(+41.06%) | 2026-06-30 | |
| RYTM | Rhythm Pharmaceuticals, Inc. | 3.12% | 5.60M | $622.3M | +0.00%(+0) | $22.87(+404.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.09% | +91.07% | +2.36% | +12.35% |
| Top 20 Holdings Unweighted | +30.06% | +119.99% | +4.35% | +23.72% |
Baker Bros Advisors LP reports $19.96B in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are INCY (17.5%), ONC (12.6%) and RVMD (10.7%). The top 20 holdings account for 88.02% of reported assets. Its disclosed equity book has returned +91.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baker Bros Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1263508). View Baker Bros Advisors LP’s 13F filings on SEC