Position in VRDN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,566,021
-$22,792,598 QoQ
Shares Held
1,971,678
0.0% QoQ
Ownership
1.91%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026BAKER BROS. ADVISORS LP holds $16,600,149,582 across 76 Biotechnology names. VRDN ranks #36 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INCY |
Incyte Corp
|
30,744,412 | $2,893,664,057 | |
| 2 | ONC |
BeOne Medicines Ltd.
|
8,799,053 | $2,613,054,769 | |
| 3 | INSM |
INSMED Inc
|
7,421,111 | $1,213,500,070 | |
| 4 | MDGL |
Madrigal Pharmaceuticals, Inc.
|
2,141,701 | $1,121,116,222 | |
| 5 | ACAD |
Acadia Pharmaceuticals Inc
|
42,896,690 | $954,880,319 | |
| 6 | RVMD |
Revolution Medicines, Inc.
|
9,555,357 | $929,258,468 | |
| 7 | CELC |
Celcuity Inc.
|
7,915,792 | $903,508,498 | |
| 8 | KOD |
Kodiak Sciences Inc.
|
19,919,186 | $759,319,370 |
All Filings in VRDN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||