Xencor Inc.

XNCR

Held by 4 specialist biotech funds

High Convergence

Share on X

Fund Holdings

4 fund convergence

Baker Bros. Advisors BVF Partners EcoR1 Capital

Catalysts

No catalysts tracked.

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 1,102,106Value: $16.9M

## Signal Note: Baker Bros. Initiates Position in Xencor (XNCR) **Note: The reported position value of ~$16.9B appears to be a data error—likely reflecting $16.9M given XNCR's ~$1.3B market cap and the ~1.1M share count at ~$15/share. This would represent a modest but notable new position.** Baker Bros. initiating a new position in Xencor is a meaningful signal given their concentrated, conviction-driven biotech strategy; XNCR's lead asset vudalimab (PD-1 x CTLA-4 bispecific) is in Phase 2 across multiple solid tumor indications, while plamotamab (CD20 x CD3 bispecific) is partnered with Janssen in B-cell malignancies—both with data readouts expected

BVF PartnersNEW

Know which insider moves are real

See who's buying with their own money vs. routine exercises
AI explains why each move matters right now

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

GPCR4 funds FDMT3 funds CNTA3 funds IRON3 funds IMCR3 funds KYMR3 funds NGNE3 funds STOK

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

**Signal Note: BVF Partners Initiates Major XNCR Position** Lampert's $109M entry into Xencor signals conviction in the company's clinical-stage pipeline, particularly Zetasepaim (engineered IgG) for autoimmune indications and early-stage bispecific programs where the company's XmAb platform offers differentiation in Fc engineering. The timing aligns with anticipated 2025 clinical readouts and potential partnerships that could unlock value in a concentrated biotech portfolio focused on risk/reward asymmetry.