How many stocks does BAKER BROS. ADVISORS LP own?

As of Q1 2019, BAKER BROS. ADVISORS LP holds 96 positions in their 13F portfolio.

What is BAKER BROS. ADVISORS LP's largest holding?

SGEN at 23.9% of portfolio, worth $3.7B.

What is BAKER BROS. ADVISORS LP's total portfolio value?

$15.6B as of Q1 2019, tracked across 96 holdings.

Is BAKER BROS. ADVISORS LP a hedge fund?

BAKER BROS. ADVISORS LP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does BAKER BROS. ADVISORS LP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has BAKER BROS. ADVISORS LP's portfolio changed in Q1 2019?

View BAKER BROS. ADVISORS LP's latest portfolio changes, new positions, and exits for Q1 2019 on HoldingsIntel.

What is BAKER BROS. ADVISORS LP's investment strategy?

BAKER BROS. ADVISORS LP is classified as a Concentrated Value fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

BAKER BROS. ADVISORS LP

Institutional investor · Portfolio as of Q1 2019

Top Holdings96 positions

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Activity:

				Price Trend
SEATTLE GENETICS INC(SGEN)Delisted	51M	$3.7B	23.9%	—	—	—	1 qtr	First report 0
INCY INCYTE CORP	34.3M	$2.9B	18.9%	—	$86.01	0.00%	1 qtr	First report 0
ONC ADR BEONE MEDICINES LTD	12M	$1.6B	10.1%	—	$132.00	0.00%	1 qtr	First report 0
ALXNDelisted ALEXION PHARMACEUTICALS INC	8.6M	$1.2B	7.4%	—	—	—	1 qtr	First report 0
ACAD ACADIA PHARMACEUTICALS INC	39.7M	$1.1B	6.8%	—	$26.85	0.00%	1 qtr	First report 0
AMRN ADR AMARIN CORP PLC	43.2M	$897M	5.7%	—	$415.20	0.00%	1 qtr	First report 0
GHDXDelisted GENOMIC HEALTH INC	10.2M	$714.4M	4.6%	—	—	—	1 qtr	First report 0
BMRN BIOMARIN PHARMACEUTICAL INC	7.6M	$674.2M	4.3%	—	$88.83	0.00%	1 qtr	First report 0
ASND ADR ASCENDIS PHARMA A/S	3.4M	$399M	2.6%	—	$117.70	0.00%	1 qtr	First report 0
MRTXDelisted MIRATI THERAPEUTICS INC	2.5M	$184.2M	1.2%	—	—	—	1 qtr	First report 0
MDGL MADRIGAL PHARMACEUTICALS INC	1.2M	$146.5M	0.9%	—	$125.26	0.00%	1 qtr	First report 0
ARGX ADR ARGENX SE	1M	$127.3M	0.8%	—	$124.84	0.00%	1 qtr	First report 0
BCRX BIOCRYST PHARMACEUTICALS INC	15.1M	$123.1M	0.8%	—	$8.14	0.00%	1 qtr	First report 0
HRTX HERON THERAPEUTICS INC	5M	$122.6M	0.8%	—	$24.44	0.00%	1 qtr	First report 0
CMCMTADelisted Clementia Pharmaceuticals Inc.	3.7M	$97.2M	0.6%	—	—	—	1 qtr	First report 0
NBIX NEUROCRINE BIOSCIENCES INC	1.1M	$96.8M	0.6%	—	$88.10	0.00%	1 qtr	First report 0
ARRAY BIOPHARMA INC(AR2)Delisted	3.8M	$93.7M	0.6%	—	—	—	1 qtr	First report 0
NVTAQDelisted Invitae Corp	3.9M	$91.4M	0.6%	—	—	—	1 qtr	First report 0
ONCEDelisted SPARK THERAPEUTICS INC	751,927	$85.6M	0.5%	—	—	—	1 qtr	First report 0
CBAYDelisted CYMABAY THERAPEUTICS INC	5.7M	$75.8M	0.5%	—	—	—	1 qtr	First report 0

$15.6B

AUM

Positions

Q1 2019

Filing

HI score · 3.0/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q1'19

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q1 2019 Summary

First quarter we have for this fund: 96 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $15.6B across 96 positions.

Portfolio Allocation

Top holdings by portfolio weight

SGEN23.93%

INCY18.87%

ONC10.11%

ALXN7.41%

ACAD6.83%

AMRN5.74%

GHDX4.57%

BMRN4.32%

ASND2.55%

MRTX1.18%