BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q1 2020
Top Holdings110 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 50.1M | $5.8B | 35.6% | — | — | 5 qtrssince 2019-Q1 | Increased 62 | |
INCYTE CORP | 32M | $2.3B | 14.4% | $86.01 | -16.09% | 5 qtrssince 2019-Q1 | Increased 62 |
ACADIA Pharmaceuticals Inc. | 41.9M | $1.8B | 10.9% | $27.58 | +49.80% | 5 qtrssince 2019-Q1 | Increased 64 |
BEIGENE LTD-ADR | 11.8M | $1.4B | 8.9% | $132.00 | -5.01% | 5 qtrssince 2019-Q1 | Unchanged 0 |
ALEXION PHARMACEUTICALS INC | 8.8M | $786.6M | 4.8% | — | — | 5 qtrssince 2019-Q1 | Increased 62 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $641.3M | 3.9% | $88.83 | -7.14% | 5 qtrssince 2019-Q1 | Unchanged 0 |
Kodiak Sciences, Inc. | 11.6M | $552.1M | 3.4% | $19.52 | +156.40% | 5 qtrssince 2019-Q1 | Increased 60 |
ASCENDIS PHARMA A/S | 3.4M | $381.8M | 2.4% | $117.70 | -1.44% | 5 qtrssince 2019-Q1 | Unchanged 0 |
IGM BIOSCIENCES INC | 3.1M | $176.5M | 1.1% | — | — | 3 qtrssince 2019-Q3 | Unchanged 0 |
Amarin Corporation plc | 34.5M | $138M | 0.8% | — | — | — | — |
ARGENX SE - ADR | 1M | $134.3M | 0.8% | $124.84 | +6.54% | 5 qtrssince 2019-Q1 | Unchanged 0 |
INVITAE CORP | 9.1M | $124.4M | 0.8% | — | — | 5 qtrssince 2019-Q1 | Increased 42 |
Principia Biopharma Inc | 2M | $116.1M | 0.7% | — | — | 5 qtrssince 2019-Q1 | Increased 46 |
MIRATI THERAPEUTICS INC | 1.4M | $108.4M | 0.7% | — | — | 5 qtrssince 2019-Q1 | Increased 46 |
NEUROCRINE BIOSCIENCES INC | 1.2M | $107.3M | 0.7% | $87.28 | +4.94% | 5 qtrssince 2019-Q1 | Decreased 0 |
EXACT SCIENCES CORP | 1.8M | $107.1M | 0.7% | $91.87 | -36.40% | 2 qtrssince 2019-Q4 | Decreased 0 |
RA PHARMACEUTICALS INC | 2.1M | $100.5M | 0.6% | — | — | 5 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $100.1M | 0.6% | $113.12 | -38.02% | 5 qtrssince 2019-Q1 | Increased 53 |
MYOKARDIA INC | 1.8M | $83.2M | 0.5% | — | — | 5 qtrssince 2019-Q1 | Unchanged 0 |
HERON THERAPEUTICS INC | 6M | $70.7M | 0.4% | $23.47 | -50.19% | 5 qtrssince 2019-Q1 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $16.2B across 110 positions as of Q1 2020. Top holdings: SGEN (35.6%), INCY (14.4%), ACAD (10.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 18 new positions, 7 exits, 25 increased. Top move: ACAD (INCREASED, conviction 64). Portfolio: $16.2B across 110 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer