BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q1 2022
Top Holdings118 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 46.9M | $6.8B | 38.8% | — | — | 7 qtrssince 2020-Q3 | Increased 62 |
INCYTE CORP | 36.2M | $2.9B | 16.5% | $85.05 | -6.32% | 13 qtrssince 2019-Q1 | Increased 67 |
BEIGENE LTD-ADR | 11.7M | $2.2B | 12.6% | $149.13 | +38.14% | 13 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 41.9M | $1B | 5.8% | $27.58 | -11.50% | 13 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $587.5M | 3.4% | $88.78 | -12.27% | 13 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 4.5M | $533M | 3.1% | $127.51 | -9.01% | 13 qtrssince 2019-Q1 | Unchanged 0 |
ARGENX SE - ADR | 1.1M | $353M | 2.0% | $138.29 | +128.01% | 13 qtrssince 2019-Q1 | Unchanged 0 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $206.7M | 1.2% | $7.50 | +119.33% | 13 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $147.1M | 0.8% | $113.12 | -12.11% | 13 qtrssince 2019-Q1 | Unchanged 0 |
Kodiak Sciences, Inc. | 15.9M | $123M | 0.7% | $36.99 | -79.10% | 13 qtrssince 2019-Q1 | Increased 46 |
MIRATI THERAPEUTICS INC | 1.4M | $115.9M | 0.7% | — | — | 13 qtrssince 2019-Q1 | Unchanged 0 |
GLOBAL BLOOD THERAPEUTICS INC | 3.3M | $114.8M | 0.7% | — | — | 9 qtrssince 2020-Q1 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 10.5M | $101.9M | 0.6% | $41.10 | -76.28% | 6 qtrssince 2020-Q4 | Unchanged 0 |
KYMERA THERAPEUTICS INC | 2.4M | $100.9M | 0.6% | $36.34 | +14.22% | 7 qtrssince 2020-Q3 | Unchanged 0 |
HORIZON THERAPEUTICS PLC | 898,842 | $94.6M | 0.5% | — | — | 9 qtrssince 2020-Q1 | Increased 58 |
TRAVERE THERAPEUTICS INC | 3.3M | $85M | 0.5% | $25.43 | -1.25% | 5 qtrssince 2021-Q1 | Increased 43 |
IGM BIOSCIENCES INC | 3.2M | $84.4M | 0.5% | — | — | 11 qtrssince 2019-Q3 | Unchanged 0 |
INVITAE CORP | 9.9M | $78.7M | 0.5% | — | — | 13 qtrssince 2019-Q1 | Unchanged 0 |
IMMUNOCORE HLDGS PLC | 2.5M | $75.4M | 0.4% | $43.20 | -31.25% | 5 qtrssince 2021-Q1 | Unchanged 0 |
CERUS CORP | 13.7M | $75.3M | 0.4% | $5.89 | -5.48% | 13 qtrssince 2019-Q1 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $17.4B across 118 positions as of Q1 2022. Top holdings: SGEN (38.8%), INCY (16.5%), ONC (12.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Added 2 new positions, exited 5, increased 15, trimmed 4. Top move: INCY (INCREASED, conviction 67). Portfolio: $17.4B across 118 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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