BAKER BROS. ADVISORS LP
CIK: 0001263508SEC EDGAR →
Portfolio Value
$8.9B
Holdings
86
As of
Q4 2025
New Positions
12
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Celcuity Inc. | 7,915,792 | $789.5M | 8.83% |
| 2 | Aligos Therapeutics, Inc. | 83,055 | $774.0M | 8.66% |
| 3 | Revolution Medicines, Inc. | 9,455,357 | $753.1M | 8.43% |
| 4 | Kymera Therapeutics, Inc. | 8,657,242 | $673.6M | 7.54% |
| 5 | Summit Therapeutics Inc. | 36,391,063 | $636.5M | 7.12% |
| 6 | Rhythm Pharmaceuticals, Inc. | 5,604,483 | $599.9M | 6.71% |
| 7 | Kodiak Sciences Inc. | 19,919,186 | $556.9M | 6.23% |
| 8 | Praxis Precision Medicines, Inc. | 1,126,488 | $332.0M | 3.71% |
| 9 | Alkermes plc | 10,012,267 | $280.1M | 3.13% |
| 10 | Tyra Biosciences, Inc. | 10,607 | $278.0M | 3.11% |
Quarterly Changes
Top Buys
New Positions (9)
Closed Positions (14)
$285.2M · 851K shares
$54.1M · 574K shares
$47.4M · 2.7M shares
$27.2M · 625K shares
$23.1M · 641K shares
$21.8M · 227K shares
$15.4M · 325K shares
$13.7M · 167K shares
$9.6M · 366K shares
$7.6M · 190K shares
$5.4M · 4.3M shares
$4.9M · 278K shares
$1.2M · 194K shares
$0 · 2.1M shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 82 | $8.7B | 97.5% |
| Unknown | 4 | $227.6M | 2.5% |