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

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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 →

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**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.