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Hedge fund · Long-only 13F filer
Baker Bros. Advisors
$20.0B+$2.5B vs prior 13FUS long stock positions · not assets under managementSEC EDGAR · 13F-HR · filed 14 August 2026
Baker Bros. Advisors's latest 13F filing covers the quarter ended 30 June 2026 and was filed 14 August 2026 (45 days after quarter end): 83 disclosed US-listed positions — $20.0 billion in long stock. Eight new buys, five adds, three trims and nine exits against the prior quarter. Holdings are up to 45 days old by the time they clear EDGAR.
Portfolio · vs S&P 500Baker Bros. AdvisorsS&P 500
Sept 2025Baker Bros. Advisors +44% · S&P: +12%
The line rebuilds Baker Bros. Advisors's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.
S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source
The line rebuilds Baker Bros. Advisors's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.
S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source
Long stock value$20.0B
Positions83
Top holdingINCY · 17.5%
Top sectorHealthcare 81%
New buys · Q2 20268
Exits · Q2 20269
Portfolio reconstructed from SEC EDGAR 13F filings · values as reported · as of Q2 2026
As of the quarter ended 30 June 2026, the largest disclosed position was INCY (Incyte Corporation), about 17.5% of the disclosed US-listed portfolio by reported value.
What did Julian & Felix Baker's Baker Bros. Advisors buy in Q2 2026?+
8 new positions were disclosed for the quarter ended 30 June 2026; the largest were SNSE, CYTK, NTLA. Adds and trims are listed in the quarterly-changes table on this page.
How concentrated is the portfolio?+
Fairly concentrated. The top five positions are 52% of disclosed value and the top ten are 73%.
When is Baker Bros. Advisors's next 13F due?+
13F filings for the quarter ended 30 September 2026 are due by 16 November 2026 — managers have 45 days after each calendar quarter ends. Whether Baker Bros. Advisors files is up to the manager; we show whatever EDGAR receives.
Does this show the whole portfolio?+
No. Form 13F covers US-listed long equity and some options only — no short bets, bonds, cash, private businesses, non-US holdings or timing inside the quarter. Amended filings replace originals; this page always shows the latest canonical version.