BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q1 2019
Top Holdings96 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 51M | $3.7B | 23.9% | — | — | 1 qtr | New 98 | |
INCYTE CORP | 34.3M | $2.9B | 18.9% | $86.01 | 0.00% | 1 qtr | New 98 |
BEIGENE LTD-ADR | 12M | $1.6B | 10.1% | $132.00 | 0.00% | 1 qtr | New 98 |
ALEXION PHARMACEUTICALS INC | 8.6M | $1.2B | 7.4% | — | — | 1 qtr | New 98 |
ACADIA Pharmaceuticals Inc. | 39.7M | $1.1B | 6.8% | $26.85 | 0.00% | 1 qtr | New 98 |
Amarin Corporation plc | 43.2M | $897M | 5.7% | — | — | — | — |
GENOMIC HEALTH INC | 10.2M | $714.4M | 4.6% | — | — | 1 qtr | New 88 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $674.2M | 4.3% | $88.83 | 0.00% | 1 qtr | New 87 |
ASCENDIS PHARMA A/S | 3.4M | $399M | 2.6% | $117.70 | 0.00% | 1 qtr | New 81 |
MIRATI THERAPEUTICS INC | 2.5M | $184.2M | 1.2% | — | — | 1 qtr | New 70 |
MADRIGAL PHARMACEUTICALS INC | 1.2M | $146.5M | 0.9% | $125.26 | 0.00% | 1 qtr | New 59 |
ARGENX SE - ADR | 1M | $127.3M | 0.8% | $124.84 | 0.00% | 1 qtr | New 59 |
BIOCRYST PHARMACEUTICALS INC | 15.1M | $123.1M | 0.8% | $8.14 | 0.00% | 1 qtr | New 59 |
HERON THERAPEUTICS INC | 5M | $122.6M | 0.8% | $24.44 | 0.00% | 1 qtr | New 59 |
Clementia Pharmaceuticals Inc. | 3.7M | $97.2M | 0.6% | — | — | 1 qtr | New 58 |
NEUROCRINE BIOSCIENCES INC | 1.1M | $96.8M | 0.6% | $88.10 | 0.00% | 1 qtr | New 58 |
| 3.8M | $93.7M | 0.6% | — | — | 1 qtr | New 58 | |
INVITAE CORP | 3.9M | $91.4M | 0.6% | — | — | 1 qtr | New 58 |
SPARK THERAPEUTICS INC | 751,927 | $85.6M | 0.5% | — | — | 1 qtr | New 58 |
CYMABAY THERAPEUTICS INC | 5.7M | $75.8M | 0.5% | — | — | 1 qtr | New 49 |
BAKER BROS. ADVISORS LP manages $15.6B across 96 positions as of Q1 2019. Top holdings: SGEN (23.9%), INCY (18.9%), ONC (10.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 96 new positions, 0 exits, 0 increased. Top move: SGEN (NEW, conviction 98). Portfolio: $15.6B across 96 positions.
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Portfolio allocation by GICS sector
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer