Healthcare/BiotechAs of 2026-03-31
Julian Baker
Baker Brothers Advisors LP
Co-founder of Baker Bros. Advisors. Biotech-focused hedge fund managing $17 billion, known for long-term concentrated investments in drug development companies.
$17.42BAUM
76Holdings
2026-03-31 Summary
5개 종목 신규 매수 (MIRM, EVMN, AKTS 등) · 6개 종목 추가 매수 (ELVN, WVE, GRAL 등) · 6개 비중 축소 · Top holding: INCY 16.6%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준New Buy5
MIRMMirum Pharmaceuticals, Inc.$41.20M0.2%
EVMNEvommune, Inc.$19.48M0.1%
AKTSAktis Oncology, Inc.$17.82M0.1%
GENBGenerate Biomedicines, Inc.$17.80M0.1%
CMPSCOMPASS Pathways plc$12.97M<0.1%
Holdings
76 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  INCYIncyte Corporation | 16.62% | 30,744,412 | $2.89B | +0.00% | Added |
| 2 |  ONCBeOne Medicines Ltd. | 15.00% | 8,799,053 | $2.61B | +0.00% | No Change |
| 3 |  INSMInsmed Incorporated | 6.97% | 7,421,111 | $1.21B | +12.56% | Added |
| 4 |  MDGLMadrigal Pharmaceuticals, Inc. | 6.44% | 2,141,701 | $1.12B | +0.00% | No Change |
| 5 |  ACADACADIA Pharmaceuticals Inc. | 5.48% | 42,896,690 | $954.88M | +0.00% | No Change |
| 6 |  RVMDRevolution Medicines, Inc. | 5.34% | 9,555,357 | $929.26M | +1.06% | Added |
| 7 |  CELCCelcuity Inc. | 5.19% | 7,915,792 | $903.51M | +0.00% | No Change |
| 8 |  KODKodiak Sciences Inc. | 4.36% | 19,919,186 | $759.32M | +0.00% | No Change |
| 9 |  KYMRKymera Therapeutics, Inc. | 4.14% | 8,657,242 | $721.06M | +0.00% | No Change |
| 10 |  SMMTSummit Therapeutics Inc. | 3.96% | 36,391,063 | $689.97M | +0.00% | No Change |
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