Position in VRDN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,776,169
+$5,210,148 QoQ
Shares Held
2,383,025
+20.9% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#16
of 215 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRDN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026BAKER BROS. ADVISORS LP holds $18,875,530,286 across 78 Biotechnology names. VRDN ranks #37 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INCY |
Incyte Corp
|
30,762,330 | $3,487,217,728 | |
| 2 | ONC |
BeOne Medicines Ltd.
|
8,801,567 | $2,508,182,547 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
11,443,357 | $2,143,111,898 | |
| 4 | MDGL |
Madrigal Pharmaceuticals, Inc.
|
2,143,131 | $1,150,754,190 | |
| 5 | ACAD |
Acadia Pharmaceuticals Inc
|
42,912,904 | $1,085,696,471 | |
| 6 | KYMR |
Kymera Therapeutics, Inc.
|
8,657,242 | $992,725,940 | |
| 7 | INSM |
INSMED Inc
|
8,796,111 | $937,841,354 | |
| 8 | CELC |
Celcuity Inc.
|
7,915,792 | $828,150,159 |
All Filings in VRDN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,776,169 | 2,383,025 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,566,021 | 1,971,678 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,358,619 | 1,971,678 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,644,281 | 1,744,406 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,386,795 | 1,744,406 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||