BAKER BROS. ADVISORS LP — SUMMIT THERAPEUTICS INC. SMMT: Quarterly 13F Position History
BAKER BROS. ADVISORS LP has reported SUMMIT THERAPEUTICS INC. (SMMT) on 14 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2022. As of Q1 2026, the position is sized at 36,391,063 shares ($690.0M market value, 3.96% of the equity book).
- 36,391,063Shares Held (Latest Filing)
- $690.0MReported Market Value (Latest Filing)
- 3.96%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$53.5MQuarter-over-Quarter Value Change
- 36,391,063Peak Reported Shares (Historical)
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 | 3.96% | $18.96 |
| Q4 2025 | 36,391,063 | +2,668,089 | +7.9% | $636.5M | 3.73% | $17.49 |
| Q3 2025 | 33,722,974 | 0 | — | $696.7M | 5.03% | $20.66 |
| Q2 2025 | 33,722,974 | +9,298,109 | +38.1% | $717.6M | 6.96% | $21.28 |
| Q1 2025 | 24,424,865 | 0 | — | $471.2M | 5.21% | $19.29 |
| Q4 2024 | 24,424,865 | 0 | — | $435.9M | 4.66% | $17.84 |
| Q3 2024 | 24,424,865 | +1,202,643 | +5.2% | $534.9M | 5.54% | $21.90 |
| Q2 2024 | 23,222,222 | +23,222,222 | — | $181.1M | 2.31% | $7.80 |
| Q1 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2023 | 0 | 3,140,473 | -100.0% | $0 | 0.00% | — |
| Q3 2023 | 3,140,473 | 3,164,232 | -50.2% | $5.9M | 0.03% | $1.87 |
| Q2 2023 | 6,304,705 | 0 | — | $15.8M | 0.09% | $2.51 |
| Q1 2023 | 6,304,705 | +4,304,705 | +215.2% | $11.0M | 0.06% | $1.75 |
| Q4 2022 | 2,000,000 | — | — | $8.5M | 0.05% | $4.25 |
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.