In Q2 2025, Baker Bros. Advisors held 83 positions worth $10.2B. They initiated 6 new positions and exited 46. Their largest holding was BEIGF ($2.1B). Portfolio value grew +14.8% versus the prior quarter.
Frequently asked questions
What stocks did Baker Bros. Advisors own in Q2 2025?
Baker Bros. Advisors held 83 biotech stocks in their 13F portfolio in Q2 2025. Their top positions include BEIGF, INCY, ACAD, INSM, SMMT. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was Baker Bros. Advisors's portfolio worth in Q2 2025?
Baker Bros. Advisors's tracked biotech portfolio was worth $10.2B across 83 positions, with total assets under management of approximately $17B. Portfolio values are based on 13F filings with the SEC.
What did Baker Bros. Advisors buy in Q2 2025?
Baker Bros. Advisors initiated 6 new positions in Q2 2025, including ARWR, ACLX, NUVL, CTMX, AGIO and 1 more. They also increased 25 existing positions.
What did Baker Bros. Advisors sell in Q2 2025?
Baker Bros. Advisors fully exited 46 positions in Q2 2025, including KRYS, ANAB, RNA, BMRN, COGT and 41 more. They also trimmed 8 existing positions.
Is Baker Bros. Advisors a biotech fund?
Concentrated long-only biotech fund known for taking very large positions in a small number of high-conviction names. The Baker brothers—both trained scientists—focus on deep due diligence of clinical-stage and commercial biotech companies, often holding positions for years through clinical catalysts.
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