GuruTrack

Baker Bros. Advisors

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Summary
Baker Bros. Advisors disclosed 84 positions in its latest 13F (2026 Q2), a portfolio value of ~$19.96B, across 1 sectors; top holdings INCY, ONC, RVMD. This quarter: 8 new, 10 added, 6 trimmed, 9 closed. Data from public SEC 13F filings, delayed up to ~45 days.
Portfolio value$19.96B
Holdings84incl. options
Sectors1
Latest filing2026 Q2
New8$112.86M
Added10$1.80B
Trimmed6$316.95M
Sold9$332.11M
View original SEC filing

Guru playbook

This quarter at a glance
Broad coverageModerately concentrated · top 5 = 52%Moderate turnoverHealth Care-heavy

Circle of competence (by value)

Health Care30%

Biggest new buy

FTHFAETH THERAPEUTICS INC

New buy · of book 0.2%

Biggest add

RVMDREVOLUTION MEDICINES INC

Added +19.8%

Biggest exit

ABVXABIVAX SA-ADR

Exited · was ~$97.52M

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.