| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | 19,955,238 | INCY, ONC, RVMD, MDGL | 13F-HR | 8/14/2026 | 000110465926097191 |
| Q1 2026 | 84 | 17,415,689 | INCY, ONC, INSM, MDGL | 13F-HR | 5/15/2026 | 000110465926062547 |
| Q4 2025 | 86 | 17,078,624 | INCY, ONC, MDGL, INSM | 13F-HR | 2/17/2026 | 000110465926016374 |
| Q3 2025 | 91 | 13,838,782 | ONC, INCY, MDGL, INSM | 13F-HR | 11/14/2025 | 000110465925112595 |
| Q2 2025 | 89 | 10,307,840 | ONC, INCY, ACAD, INSM | 13F-HR | 8/14/2025 | 000110465925078573 |
| Q1 2025 | 89 | 9,036,702 | ONC, INCY, ACAD, MDGL | 13F-HR | 5/15/2025 | 000110465925049518 |
| Q4 2024 | 95 | 9,361,492 | INCY, ONC, ACAD, MDGL | 13F-HR | 2/14/2025 | 000110465925014085 |
| Q3 2024 | 93 | 9,648,757 | ONC, INCY, ACAD, SMMT | 13F-HR | 11/14/2024 | 000110465924118899 |
| Q2 2024 | 95 | 7,825,077 | INCY, ONC, ACAD, MDGL | 13F-HR | 8/14/2024 | 000110465924089606 |
| Q1 2024 | 87 | 7,971,707 | INCY, ONC, ACAD, MDGL | 13F-HR | 5/15/2024 | 000110465924061996 |
| Q4 2023 | 84 | 8,788,600 | INCY, ONC, ACAD, MDGL | 13F-HR | 2/14/2024 | 000110465924024053 |
| Q3 2023 | 101 | 17,351,037 | SGEN, ONC, INCY, ACAD | 13F-HR | 11/14/2023 | 000110465923118157 |
| Q2 2023 | 107 | 17,279,240 | SGEN, INCY, ONC, ACAD | 13F-HR | 8/14/2023 | 000110465923091343 |
| Q1 2023 | 105 | 18,379,748 | SGEN, INCY, ONC, ACAD | 13F-HR | 5/15/2023 | 000110465923060720 |
| Q4 2022 | 113 | 16,651,382 | SGEN, INCY, ONC, BMRN | 13F-HR | 2/14/2023 | 000110465923021551 |
| Q3 2022 | 115 | 15,269,446 | SGEN, INCY, ONC, ACAD | 13F-HR | 11/14/2022 | 000110465922118527 |
| Q2 2022 | 117 | 17,626,987 | SGEN, INCY, ONC, BMRN | 13F-HR | 8/15/2022 | 000110465922091286 |
| Q1 2022 | 118 | 17,403,462 | SGEN, INCY, ONC, ACAD | 13F-HR | 5/16/2022 | 000110465922061288 |
| Q4 2021 | 121 | 20,553,592 | SGEN, ONC, INCY, KOD | 13F-HR | 2/14/2022 | 000110465922022725 |
| Q3 2021 | 122 | 22,771,634 | SGEN, ONC, INCY, KOD | 13F-HR | 11/15/2021 | 000110465921139109 |
| Q2 2021 | 120 | 22,769,898 | SGEN, ONC, INCY, KOD | 13F-HR | 8/16/2021 | 000110465921106314 |
| Q1 2021 | 126 | 23,065,323 | SGEN, ONC, INCY, KOD | 13F-HR | 5/17/2021 | 000110465921068025 |
| Q4 2020 | 126 | 26,543,637 | SGEN, ONC, INCY, ACAD | 13F-HR | 2/16/2021 | 000110465921023833 |
| Q3 2020 | 120 | 25,025,928 | SGEN, ONC, INCY, ACAD | 13F-HR | 11/16/2020 | 000110465920125767 |
| Q2 2020 | 114 | 22,670,991 | SGEN, INCY, ONC, ACAD | 13F-HR | 8/14/2020 | 000110465920095518 |
| Q1 2020 | 110 | 16,236,233 | SGEN, INCY, ACAD, ONC | 13F-HR | 5/15/2020 | 000110465920062575 |
| Q4 2019 | 99 | 18,809,854 | SGEN, INCY, ONC, ACAD | 13F-HR | 2/14/2020 | 000110465920021838 |
| Q3 2019 | 109 | 14,699,689 | SGEN, INCY, ACAD, ONC | 13F-HR | 11/14/2019 | 000110465919064169 |
| Q2 2019 | 103 | 14,714,211 | SGEN, INCY, ONC, ALXN | 13F-HR | 8/14/2019 | 000114420419040033 |
| Q1 2019 | 96 | 15,621,759 | SGEN, INCY, ONC, ALXN | 13F-HR | 5/15/2019 | 000114420419026555 |
| Q4 2018 | 93 | 12,212,527 | SGEN, INCY, ONC, ALXN | 13F-HR | 2/13/2019 | 000114420419007156 |
| Q3 2018 | 97 | 15,181,170 | SGEN, INCY, ONC, ALXN | 13F-HR | 11/14/2018 | 000114420418059891 |
| Q2 2018 | 119 | 13,308,803 | SGEN, INCY, ONC, ALXN | 13F-HR | 8/14/2018 | 000114420418044607 |
| Q1 2018 | 114 | 11,797,988 | INCY, SGEN, ONC, ALXN | 13F-HR | 5/15/2018 | 000114420418028818 |
| Q4 2017 | 123 | 11,537,077 | INCY, SGEN, ALXN, ACAD | 13F-HR | 2/14/2018 | 000114420418008839 |
| Q3 2017 | 121 | 12,330,918 | INCY, SGEN, ALXN, ACAD | 13F-HR | 11/14/2017 | 000114420417058963 |
| Q2 2017 | 120 | 11,438,426 | INCY, SGEN, ALXN, ACAD | 13F-HR | 8/14/2017 | 000114420417043086 |
| Q1 2017 | 119 | 12,220,691 | INCY, SGEN, ACAD, ALXN | 13F-HR | 5/15/2017 | 000114420417027430 |
| Q4 2016 | 133 | 10,200,965 | SGEN, INCY, Incyte Corporation, ALXN | 13F-HR | 2/14/2017 | 000114420417008836 |
| Q3 2016 | 134 | 11,019,928 | SGEN, INCY, ABBV, ACAD | 13F-HR | 11/14/2016 | 000114420416134352 |
| Q2 2016 | 135 | 9,537,918 | INCY, SGEN, ABBV, ACAD | 13F-HR | 8/15/2016 | 000114420416119409 |
| Q1 2016 | 134 | 9,482,104 | INCY, SGEN, ALXN, ABBV | 13F-HR | 5/16/2016 | 000114420416102596 |
| Q4 2015 | 133 | 12,071,272 | INCY, SGEN, ALXN, Incyte Corporation | 13F-HR | 2/16/2016 | 000114420416082790 |
| Q3 2015 | 133 | 10,823,762 | INCY, SGEN, ALXN, ABBV | 13F-HR | 11/16/2015 | 000114420415065993 |
| Q2 2015 | 126 | 11,400,413 | INCY, SGEN, ALXN, ABBV | 13F-HR | 8/14/2015 | 000114420415049845 |
| Q1 2015 | 130 | 12,022,854 | PCYC, INCY, GEVA, SGEN | 13F-HR | 5/15/2015 | 000114420415031569 |
| Q4 2014 | 121 | 9,797,208 | PCYC, INCY, GEVA, SGEN | 13F-HR | 2/17/2015 | 000114420415010112 |
| Q3 2014 | 110 | 7,940,514 | PCYC, SGEN, Salix 2.75% 5/15/15, GEVA | 13F-HR | 11/14/2014 | 000114420414068894 |
| Q2 2014 | 107 | 8,164,077 | GEVA, PCYC, SGEN, INCY | 13F-HR | 8/14/2014 | 000114420414050184 |
| Q1 2014 | 108 | 7,867,925 | SGEN, GEVA, PCYC, INCY | 13F-HR | 5/15/2014 | 000114420414031196 |
| Q4 2013 | 95 | 7,095,729 | PCYC, SGEN, INCY, GEVA | 13F-HR | 2/14/2014 | 000114420414009842 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.
| Issuer | % of Class | Filed | ||||
|---|---|---|---|---|---|---|
|
Kodiak Sciences Inc.
13D/A
KOD · 50015M109
|
35.0% |
9/30/2026
Event 9/28/2026
|
||||
| Baker Bros. Advisors LP | 35.0% | |||||
| Baker Bros. Advisors (GP) LLC | 35.0% | |||||
| Julian C. Baker | 35.0% | |||||
| Felix J. Baker | 35.0% | |||||
|
BeOne Medicines Ltd.
13D/A
ONC · 07725L102
|
7.8% |
9/16/2026
Event 9/14/2026
|
||||
| Baker Bros. Advisors LP | 7.8% | |||||
| Baker Bros. Advisors (GP) LLC | 7.8% | |||||
| Julian C. Baker | 7.8% | |||||
| Felix J. Baker | 7.8% | |||||
| FBB3 LLC | <0.1% | |||||
|
Replimune Group, Inc.
13D/A
REPL · 76029N106
|
11.8% |
8/11/2026
Event 8/9/2026
|
||||
| Baker Bros. Advisors LP | 11.8% | |||||
| Baker Bros. Advisors (GP) LLC | 11.8% | |||||
| Julian C. Baker | 11.8% | |||||
| Felix J. Baker | 11.8% | |||||
|
Kiniksa Pharmaceuticals International, plc
13D/A
KNSA · G52694109
|
7.0% |
5/26/2026
Event 5/21/2026
|
||||
| Baker Bros. Advisors LP | 6.9% | |||||
| Baker Bros. Advisors (GP) LLC | 6.9% | |||||
| Julian C. Baker | 7.0% | |||||
| Felix J. Baker | 7.0% | |||||
| FBB3 LLC | <0.1% | |||||
|
Incyte Corp
13D/A
INCY · 45337C102
|
15.6% |
5/11/2026
Event 5/7/2026
|
||||
| Baker Bros. Advisors LP | 15.4% | |||||
| Baker Bros. Advisors (GP) LLC | 15.4% | |||||
| Julian C. Baker | 15.6% | |||||
| Felix J. Baker | 15.6% | |||||
| FBB2, LLC | <0.1% | |||||
| FBB3 LLC | <0.1% | |||||
| FBB Associates | <0.1% | |||||
|
Prelude Therapeutics Inc
13D/A
PRLD · 74065P101
|
15.5% |
4/22/2026
Event 4/20/2026
|
||||
| Baker Bros. Advisors LP | 15.5% | |||||
| Baker Bros. Advisors (GP) LLC | 15.5% | |||||
| Julian C. Baker | 15.5% | |||||
| Felix J. Baker | 15.5% | |||||
|
ACADIA Pharmaceuticals Inc.
13D/A
ACAD · 004225108
|
25.4% |
2/26/2026
Event 2/24/2026
|
||||
| Baker Bros. Advisors LP | 25.3% | |||||
| Baker Bros. Advisors (GP) LLC | 25.3% | |||||
| Julian C. Baker | 25.4% | |||||
| Felix J. Baker | 25.4% | |||||
| FBB3 LLC | <0.1% | |||||
|
DBV Technologies S.A.
13D/A
DBVT · 23306J309
|
10.0% |
1/14/2026
Event 1/12/2026
|
||||
| Baker Bros. Advisors LP | 10.0% | |||||
| Baker Bros. Advisors (GP) LLC | 10.0% | |||||
| Julian C. Baker | 10.0% | |||||
| Felix J. Baker | 10.0% | |||||
|
Kymera Therapeutics, Inc.
13D/A
KYMR · 501575104
|
10.9% |
12/11/2025
Event 12/9/2025
|
||||
| Baker Bros. Advisors LP | 10.9% | |||||
| Baker Bros. Advisors (GP) LLC | 10.9% | |||||
| Julian C. Baker | 10.9% | |||||
| Felix J. Baker | 10.9% | |||||
|
Sera Prognostics, Inc.
13D
SERA · 81749D107
|
16.1% |
2/14/2025
Event 2/12/2025
|
||||
| Baker Bros. Advisors LP | 16.1% | |||||
| Baker Bros. Advisors (GP) LLC | 16.1% | |||||
| Julian C. Baker | 16.1% | |||||
| Felix J. Baker | 16.1% | |||||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||||
|
IGM Biosciences, Inc.
13D/A
IGMS · 449585108
|
0% |
8/18/2025
Event 8/14/2025
|
||||
| Baker Bros. Advisors LP | 0% | |||||
| Baker Bros. Advisors (GP) LLC | 0% | |||||
| Julian C. Baker | 0% | |||||
| Felix J. Baker | 0% | |||||
19 other securities where the latest filing is a 13G, the newest filed 8/14/2026. View all