INCY Incyte COM

Ownership history in BAKER BROS. ADVISORS LP  ·  91 quarters on record

AI Ownership Summary

BAKER BROS. ADVISORS LP reported Incyte COM (INCY) in 91 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 25.86% in 2024 Q1. The latest visible filing shows INCY at 17.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAKER BROS. ADVISORS LP's position in Incyte COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INCY was reported at 17.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.86% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAKER BROS. ADVISORS LP held INCY — position size vs. price
% of Fund (quarterly)    INCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 30,743,991 +328 +0.0% 17.78% $3.04B 2026-02-14 (Est.) $101.10
2025 Q3 ADDED 30,743,663 +388 +0.0% 18.84% $2.61B 2025-11-14 $104.15
2025 Q2 ADDED 30,743,275 +3,322 +0.0% 20.31% $2.09B 2025-08-14 $86.16
2025 Q1 ADDED 30,739,953 +487 +0.0% 20.60% $1.86B 2025-05-15 $62.76
2024 Q4 ADDED 30,739,466 +446 +0.0% 22.68% $2.12B 2025-02-14 $70.42
2024 Q3 ADDED 30,739,020 +496 +0.0% 21.06% $2.03B 2024-11-14 $77.73
2024 Q2 REDUCED 30,738,524 -5,441,141 -15.0% 23.81% $1.86B 2024-08-14 $61.18
2024 Q1 ADDED 36,179,665 +543 +0.0% 25.86% $2.06B 2024-05-15 $57.05
2023 Q4 ADDED 36,179,122 +556 +0.0% 25.85% $2.27B 2024-02-14 $57.89
82 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAKER BROS. ADVISORS LP and INCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAKER BROS. ADVISORS LP reported owning INCY?

BAKER BROS. ADVISORS LP reported INCY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INCY position in BAKER BROS. ADVISORS LP's portfolio?

The largest reported portfolio weight for INCY was 25.86% in 2024 Q1.

What is the latest reported INCY position on this page?

The most recent filing on this page is 2025 Q4, when BAKER BROS. ADVISORS LP reported 30,743,991 shares, equal to 17.78% of portfolio, with an estimated market value of $3.04B.

What does the chart on this INCY ownership page compare?

The chart compares BAKER BROS. ADVISORS LP's quarterly INCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to BAKER BROS. ADVISORS LP Holdings