BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q1 2021
Top Holdings126 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 47.3M | $6.6B | 28.5% | — | — | 3 qtrssince 2020-Q3 | Increased 62 |
BEIGENE LTD-ADR | 11.7M | $4.1B | 17.6% | $149.13 | +123.29% | 9 qtrssince 2019-Q1 | Unchanged 0 |
INCYTE CORP | 32M | $2.6B | 11.3% | $86.02 | -6.73% | 9 qtrssince 2019-Q1 | Increased 62 |
Kodiak Sciences, Inc. | 13.9M | $1.6B | 6.8% | $36.26 | +204.64% | 9 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 41.9M | $1.1B | 4.7% | $27.58 | -6.79% | 9 qtrssince 2019-Q1 | Increased 58 |
ALEXION PHARMACEUTICALS INC | 4M | $610.6M | 2.6% | — | — | 9 qtrssince 2019-Q1 | Decreased 0 |
INVITAE CORP | 15.7M | $601.8M | 2.6% | — | — | 9 qtrssince 2019-Q1 | Increased 54 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $573.1M | 2.5% | $88.83 | -15.61% | 9 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 3.5M | $456.3M | 2.0% | $119.16 | +7.96% | 9 qtrssince 2019-Q1 | Unchanged 0 |
PRELUDE THERAPEUTICS INC | 10.1M | $438.7M | 1.9% | $28.85 | +36.14% | 3 qtrssince 2020-Q3 | Increased 49 |
ABCELLERA BIOLOGICS INC | 10.5M | $354.9M | 1.5% | $41.10 | -35.09% | 2 qtrssince 2020-Q4 | Unchanged 0 |
ARGENX SE - ADR | 1.1M | $308.3M | 1.3% | $138.01 | +97.28% | 9 qtrssince 2019-Q1 | Increased 54 |
IGM BIOSCIENCES INC | 3.2M | $242M | 1.0% | — | — | 7 qtrssince 2019-Q3 | Increased 48 |
MIRATI THERAPEUTICS INC | 1.4M | $241.5M | 1.0% | — | — | 9 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $175.4M | 0.8% | $113.12 | +2.99% | 9 qtrssince 2019-Q1 | Unchanged 0 |
Amarin Corporation plc | 26.5M | $164.3M | 0.7% | — | — | — | — |
GLOBAL BLOOD THERAPEUTICS INC | 3.2M | $131.1M | 0.6% | — | — | 5 qtrssince 2020-Q1 | Increased 69 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $129.3M | 0.6% | $7.50 | +33.28% | 9 qtrssince 2019-Q1 | Increased 42 |
IMMUNOCORE HLDGS PLC | 2.5M | $107.3M | 0.5% | $43.20 | 0.00% | 1 qtr | New 50 |
PACIFIC BIOSCIENCES CALIF IN | 3.2M | $106.7M | 0.5% | $9.80 | +205.61% | 3 qtrssince 2020-Q3 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $23.1B across 126 positions as of Q1 2021. Top holdings: SGEN (28.5%), ONC (17.6%), INCY (11.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 12 new positions, 12 exits, 23 increased. Top move: GBT (INCREASED, conviction 69). Portfolio: $23.1B across 126 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer