Baker Bros. Advisors LP

Investment Portfolio & 13F Holdings Analysis

About

BAKER BROS. ADVISORS LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 89 holdings worth $9.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 89
Total Value: 9036702464
Accession Number: 0001104659-25-049518
Form Type: 13F-HR
CIK: 0001263508
Manager Name: Baker Bros. Advisors LP

Data Enrichment

94% identified

84 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $9,036,702.464K total value

89 positions

Manager:

SEC FilingSEC DataHachi Filing

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07725L102

8799053(-7.7%)

Value:

$2.4T(+36.0%)

INCYTE CORP

INCY|45337C102

30739953(+0.0%)

Value:

$1.9T(-12.3%)

ACADIA PHARMACEUTICALS INC

ACAD|004225108

42877916(+0.0%)

Value:

$712.2B(-9.5%)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

1974590(+0.0%)

Value:

$654.0B(+7.3%)

Summit Therapeutics Inc.

SMMT|86627T108

24424865(+0.0%)

Value:

$471.2B(+8.1%)

INSMED Inc

INSM|457669307

5380626(+7.5%)

Value:

$410.5B(+18.8%)

RHYTHM PHARMACEUTICALS, INC.

RYTM|76243J105

5604483(-7.9%)

Value:

$296.9B(-12.8%)

Revolution Medicines, Inc.

RVMD|76155X100

7936972(+0.0%)

Value:

$280.7B(-19.1%)

Kymera Therapeutics, Inc.

KYMR|501575104

5995929(+0.0%)

Value:

$164.1B(-32.0%)

Alkermes plc.

ALKS|G01767105

4483285(+7.2%)

Value:

$148.0B(+23.1%)

Edgewise Therapeutics, Inc.

EWTX|28036F105

6155940(+0.0%)

Value:

$135.4B(-17.6%)

Replimune Group, Inc.

REPL|76029N106

11045336(+0.0%)

Value:

$107.7B(-19.5%)

457669AB5

Value:

$101.6B(+9.3%)

Immunovant, Inc.

IMVT|45258J102

5457881(+219.6%)

Value:

$93.3B(+120.5%)

BICYCLE THERAPEUTICS PLC

BCYC|088786108

10885357(+0.0%)

Value:

$92.4B(-39.4%)

Immunocore Holdings plc

IMCR|45258D105

2322656(+53.3%)

Value:

$68.9B(+54.2%)

Kiniksa Pharmaceuticals International, plc

KNSA|G52694109

2818323(+0.0%)

Value:

$62.6B(+12.3%)

AbCellera Biologics Inc.

ABCL|00288U106

27525640(+0.0%)

Value:

$61.4B(-23.9%)

Ultragenyx Pharmaceutical Inc.

RARE|90400D108

1576114(+0.0%)

Value:

$57.1B(-13.9%)

Denali Therapeutics Inc.

DNLI|24823R105

3731695(+0.0%)

Value:

$50.7B(-33.3%)

Instrument	Shares		Other Manager	Value
(cusip07725L102)✕	8.8M	QoQ -7.68% (-732.8K) YoY -16.74% (-1.8M)	All Managers (Combined)	$2.4B	QoQ +36.02% (-$634.2M) YoY +44.88% (-$742.0M)
Incyte Corp(INCYcusip45337C102)	30.7M	QoQ 0.00% (-487) YoY -15.03% (-5.4M)	All Managers (Combined)	$1.9B	QoQ -12.33% (-$261.9M) YoY -9.69% (-$199.9M)
Acadia Pharmaceuticals Inc(ACADcusip004225108)	42.9M	QoQ 0.00% (-0) YoY +0.03% (-13.3K)	All Managers (Combined)	$712.2M	QoQ -9.48% (-$74.6M) YoY -10.13% (-$80.4M)
Madrigal Pharmaceuticals, Inc.(MDGLcusip558868105)	2.0M	QoQ 0.00% (+0) YoY +0.24% (+4.8K)	All Managers (Combined)	$654.0M	QoQ +7.34% (+$44.7M) YoY +24.33% (+$128.0M)
Summit Therapeutics Inc.(SMMTcusip86627T108)	24.4M	QoQ 0.00% (+0) YoY NEW(+24.4M)	All Managers (Combined)	$471.2M	QoQ +8.09% (+$35.3M) YoY NEW(+$471.2M)
Insmed Inc(INSMcusip457669307)	5.4M	QoQ +7.46% (+373.8K) YoY +1468.69% (+5.0M)	All Managers (Combined)	$410.5M	QoQ +18.75% (+$64.8M) YoY +4311.19% (+$401.2M)
Rhythm Pharmaceuticals, Inc.(RYTMcusip76243J105)	5.6M	QoQ -7.88% (-479.8K) YoY -12.40% (-793.9K)	All Managers (Combined)	$296.9M	QoQ -12.83% (-$43.7M) YoY +7.07% (-$19.6M)
Revolution Medicines, Inc.(RVMDcusip76155X100)	7.9M	QoQ 0.00% (-0) YoY +5.13% (+387.7K)	All Managers (Combined)	$280.7M	QoQ -19.15% (-$66.5M) YoY +15.34% (+$37.3M)
Kymera Therapeutics, Inc.(KYMRcusip501575104)	6.0M	QoQ 0.00% (-0) YoY 0.00% (-1)	All Managers (Combined)	$164.1M	QoQ -31.96% (-$77.1M) YoY -31.91% (-$76.9M)
Alkermes Plc.(ALKScusipG01767105)	4.5M	QoQ +7.21% (+301.5K) YoY NEW(+4.5M)	All Managers (Combined)	$148.0M	QoQ +23.09% (+$27.8M) YoY NEW(+$148.0M)
Edgewise Therapeutics, Inc.(EWTXcusip28036F105)	6.2M	QoQ 0.00% (-0) YoY +5.40% (+315.9K)	All Managers (Combined)	$135.4M	QoQ -17.60% (-$28.9M) YoY +27.13% (+$28.9M)
Replimune Group, Inc.(REPLcusip76029N106)	11.0M	QoQ 0.00% (-0) YoY +15.71% (+1.5M)	All Managers (Combined)	$107.7M	QoQ -19.48% (-$26.1M) YoY +38.09% (+$29.7M)
(cusip457669AB5)✕	—	QoQ - YoY NEW	All Managers (Combined)	$101.6M	QoQ +9.31% (+$8.7M) YoY NEW(+$101.6M)
Immunovant, Inc.(IMVTcusip45258J102)	5.5M	QoQ +219.57% (+3.8M) YoY +1184.18% (+5.0M)	All Managers (Combined)	$93.3M	QoQ +120.48% (+$51.0M) YoY +579.25% (+$79.5M)
Bicycle Therapeutics Plc(BCYCcusip088786108)	10.9M	QoQ 0.00% (-0) YoY +120.22% (-5.9M)	All Managers (Combined)	$92.4M	QoQ -39.35% (-$60.0M) YoY -24.91% (-$30.7M)
Immunocore Holdings Plc(IMCRcusip45258D105)	2.3M	QoQ +53.27% (+807.3K) YoY +53.27% (-807.3K)	All Managers (Combined)	$68.9M	QoQ +54.16% (+$24.2M) YoY -30.03% (-$29.6M)
Kiniksa Pharmaceuticals International, Plc(KNSAcusipG52694109)	2.8M	QoQ 0.00% (+0) YoY NEW(+2.8M)	All Managers (Combined)	$62.6M	QoQ +12.28% (+$6.8M) YoY NEW(+$62.6M)
Abcellera Biologics Inc.(ABCLcusip00288U106)	27.5M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$61.4M	QoQ -23.89% (-$19.3M) YoY -50.77% (-$63.3M)
Ultragenyx Pharmaceutical Inc.(RAREcusip90400D108)	1.6M	QoQ 0.00% (-0) YoY +7.47% (-109.6K)	All Managers (Combined)	$57.1M	QoQ -13.92% (-$9.2M) YoY -16.65% (-$11.4M)
Denali Therapeutics Inc.(DNLIcusip24823R105)	3.7M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$50.7M	QoQ -33.29% (-$25.3M) YoY -33.74% (-$25.8M)