13F Portfolios

BAKER BROS. ADVISORS LP: SUMMIT THERAPEUTICS INC. (SMMT): Quarterly 13F Position History

As of Q1 2026, BAKER BROS. ADVISORS LP reported 36,391,063 shares of SUMMIT THERAPEUTICS INC. (SMMT), worth $690.0M and representing 4.0% of its 13F equity book. The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 36,391,063 0 $690.0M 4.0% $19.0
Q4 2025 36,391,063 +2,668,089 +7.9% $636.5M 3.7% $17.5
Q3 2025 33,722,974 0 $696.7M 5.0% $20.7
Q2 2025 33,722,974 +9,298,109 +38.1% $717.6M 7.0% $21.3
Q1 2025 24,424,865 0 $471.2M 5.2% $19.3
Q4 2024 24,424,865 0 $435.9M 4.7% $17.8
Q3 2024 24,424,865 +1,202,643 +5.2% $534.9M 5.5% $21.9
Q2 2024 23,222,222 +23,222,222 $181.1M 2.3% $7.8
Q1 2024 0 0 $0 0.0%
Q4 2023 0 3,140,473 -100.0% $0 0.0%
Q3 2023 3,140,473 3,164,232 -50.2% $5.9M 0.0% $1.9
Q2 2023 6,304,705 0 $15.8M 0.1% $2.5
Q1 2023 6,304,705 +4,304,705 +215.2% $11.0M 0.1% $1.8
Q4 2022 2,000,000 $8.5M 0.1% $4.3

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did BAKER BROS. ADVISORS LP first disclose a SMMT position in 13F-HR filings?

BAKER BROS. ADVISORS LP first reported SUMMIT THERAPEUTICS INC. (SMMT) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.

What was BAKER BROS. ADVISORS LP's most recent quarter-over-quarter share-count change in SMMT?

BAKER BROS. ADVISORS LP held the same 36,391,063 shares of SMMT between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent BAKER BROS. ADVISORS LP's cost basis in SMMT?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.