BAKER BROS. ADVISORS LP

CIK
1263508
City
NEW YORK
State / Country
NY

Top Portfolio Positions

82 positions · $17,340,808,631 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
INCY
Incyte Corp
Healthcare
30,744,412 $2,893,664,057 16.69%
ONC
BeOne Medicines Ltd.
Healthcare
8,799,053 $2,613,054,769 15.07%
INSM
INSMED Inc
Healthcare
7,421,111 $1,213,500,070 7.00%
MDGL
Madrigal Pharmaceuticals, Inc.
Healthcare
2,141,701 $1,121,116,222 6.47%
ACAD
Acadia Pharmaceuticals Inc
Healthcare
42,896,690 $954,880,319 5.51%
RVMD
Revolution Medicines, Inc.
Healthcare
9,555,357 $929,258,468 5.36%
CELC
Celcuity Inc.
Healthcare
7,915,792 $903,508,498 5.21%
KOD
Kodiak Sciences Inc.
Healthcare
19,919,186 $759,319,370 4.38%
KYMR
Kymera Therapeutics, Inc.
Healthcare
8,657,242 $721,061,686 4.16%
SMMT
Summit Therapeutics Inc.
Healthcare
36,391,063 $689,974,554 3.98%

Portfolio Trend

25 quarters · across all stocks

Holdings in ALKS

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Shares Held

Position Value (USD)

18 of 18 shown
Report Date Value (USD) Shares
2026-03-31 $354,033,761 10,012,267
2025-12-31 $280,143,230 10,012,267
2025-09-30 $242,740,530 8,091,351
2025-06-30 $183,407,351 6,410,603
2025-03-31 $148,038,070 4,483,285
2024-12-31 $120,267,158 4,181,751
2024-09-30 $117,047,210 4,181,751
2024-06-30 $100,780,199 4,181,751
2022-09-30 $18,199,307 815,016
2022-06-30 $44,685,000 1,500,000
2022-03-31 $39,465,000 1,500,000
2021-12-31 $34,890,000 1,500,000
2021-09-30 $37,876,762 1,228,170
2021-06-30 $30,114,728 1,228,170
2021-03-31 $22,942,215 1,228,170
2020-12-31 $30,626,222 1,535,149
2020-06-30 $24,160,481 1,244,744
2020-03-31 $17,949,208 1,244,744