BAKER BROS. ADVISORS LP
CIK 1263508 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- ONC26.50%
- INCY20.60%
- ACAD7.88%
- MDGL7.24%
- SMMT5.21%
- INSM4.54%
- RYTM3.29%
- RVMD3.11%
- KYMR1.82%
- ALKS1.64%
Share classes counted separately81.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ONCWeight increased · +7.69 pp18.81% → 26.50%Shares -732.83K (-7.69%)
- INCYWeight decreased · -2.08 pp22.68% → 20.60%Shares +487 (+0.00%)
- KODWeight decreased · -1.30 pp1.84% → 0.54%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ONCBEONE MEDICINES LTD-ADRSPONSORED ADR View history and evidence | $2.39B | 26.50% | 8.80M shares | 18.81% → 26.50%+7.69 pp -732.83K (-7.69%) | Reduced | ↗▾ |
| 02 | INCYINCYTE CORP View history and evidence | $1.86B | 20.60% | 30.74M shares | 22.68% → 20.60%-2.08 pp +487 (+0.00%) | Added | ↗▾ |
| 03 | ACADACADIA PHARMACEUTICALS INC View history and evidence | $712.20M | 7.88% | 42.88M shares | 8.40% → 7.88%-0.52 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | MDGLMADRIGAL PHARMACEUTICALS INC View history and evidence | $654.04M | 7.24% | 1.97M shares | 6.51% → 7.24%+0.73 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | SMMTSUMMIT THERAPEUTICS INC View history and evidence | $471.16M | 5.21% | 24.42M shares | 4.66% → 5.21%+0.55 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | INSMINSMED INCCOM PAR $.01 View history and evidence | $410.49M | 4.54% | 5.38M shares | 3.69% → 4.54%+0.85 pp +373.76K (+7.47%) | Added | ↗▾ |
| 07 | RYTMRHYTHM PHARMACEUTICALS INC View history and evidence | $296.87M | 3.29% | 5.60M shares | 3.64% → 3.29%-0.35 pp -479.77K (-7.89%) | Reduced | ↗▾ |
| 08 | RVMDREVOLUTION MEDICINES INC View history and evidence | $280.65M | 3.11% | 7.94M shares | 3.71% → 3.11%-0.60 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | KYMRKYMERA THERAPEUTICS INC View history and evidence | $164.11M | 1.82% | 6.00M shares | 2.58% → 1.82%-0.76 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | ALKSALKERMES PLCSHS View history and evidence | $148.04M | 1.64% | 4.48M shares | 1.28% → 1.64%+0.36 pp +301.53K (+7.21%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 462222AF7 IONIS PHARMACEUTICALS IN | Non-derivative | -30,000,000 | -$29.54M | SEC filing ↗ | SEC filing ↗ |
| KRYS KRYSTAL BIOTECH INC | Non-derivative | -169,934 | -$26.62M | SEC filing ↗ | SEC filing ↗ |
| MIRM MIRUM PHARMACEUTICALS INC | Non-derivative | -190,476 | -$7.88M | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1263508 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 9036702464
}Research all 89 reported holdings.
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