Healthcare/BiotechAs of 2026-06-30
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.
$19.89BAUM
76Holdings
2026-06-30 Summary
6개 종목 신규 매수 (FTH, CYTK, NTLA 등) · 6개 종목 추가 매수 (VSTM, RLAY, RCUS 등) · 7개 비중 축소 · Top holding: INCY 17.5%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준New Buy6
FTHFaeth Therapeutics, Inc.$32.16M0.2%
CYTKCytokinetics, Incorporated$18.00M<0.1%
NTLAIntellia Therapeutics, Inc.$15.74M<0.1%
PBLSParabilis Medicines, Inc.$13.69M<0.1%
AVLNAvalyn Pharma Inc.$11.52M<0.1%
TNGXTango Therapeutics, Inc.$10.42M<0.1%
Holdings
76 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  INCYIncyte Corporation | 17.54% | 30,762,330 | $3.49B | +0.06% | Added |
| 2 |  ONCBeOne Medicines Ltd. | 12.61% | 8,801,567 | $2.51B | +0.03% | Added |
| 3 |  RVMDRevolution Medicines, Inc. | 10.78% | 11,443,357 | $2.14B | +19.76% | Added |
| 4 |  MDGLMadrigal Pharmaceuticals, Inc. | 5.79% | 2,143,131 | $1.15B | +0.07% | Added |
| 5 |  ACADACADIA Pharmaceuticals Inc. | 5.46% | 42,912,904 | $1.09B | +0.04% | Added |
| 6 |  KYMRKymera Therapeutics, Inc. | 4.99% | 8,657,242 | $992.73M | +0.00% | No Change |
| 7 |  INSMInsmed Incorporated | 4.72% | 8,796,111 | $937.84M | +18.53% | Added |
| 8 |  CELCCelcuity Inc. | 4.16% | 7,915,792 | $828.15M | +0.00% | No Change |
| 9 |  KODKodiak Sciences Inc. | 3.90% | 19,919,186 | $776.05M | +0.00% | No Change |
| 10 |  RYTMRhythm Pharmaceuticals, Inc. | 3.13% | 5,604,483 | $622.27M | +0.00% | No Change |
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