BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q1 2023
Top Holdings105 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 46.9M | $9.5B | 51.7% | — | — | 11 qtrssince 2020-Q3 | Increased 62 |
INCYTE CORP | 36.2M | $2.6B | 14.2% | $85.04 | -16.46% | 17 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD-ADR | 11.7M | $2.5B | 13.7% | $149.13 | +46.32% | 17 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 41.9M | $789.3M | 4.3% | $27.58 | -32.19% | 17 qtrssince 2019-Q1 | Increased 58 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $374.3M | 2.0% | $118.38 | +98.26% | 17 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 3.8M | $370.5M | 2.0% | $88.78 | +7.33% | 17 qtrssince 2019-Q1 | Decreased 0 |
IMMUNOCORE HLDGS PLC | 2.5M | $124.6M | 0.7% | $43.20 | +10.00% | 9 qtrssince 2021-Q1 | Unchanged 0 |
RHYTHM PHARMACEUTICALS INC | 6.5M | $115.9M | 0.6% | $23.87 | -26.02% | 17 qtrssince 2019-Q1 | Increased 43 |
Kodiak Sciences, Inc. | 17.3M | $107.3M | 0.6% | $34.68 | -82.44% | 17 qtrssince 2019-Q1 | Unchanged 0 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $106M | 0.6% | $7.50 | +11.93% | 17 qtrssince 2019-Q1 | Unchanged 0 |
ARGENX SE - ADR | 280,159 | $104.4M | 0.6% | $138.29 | +169.42% | 17 qtrssince 2019-Q1 | Unchanged 0 |
AKERO THERAPEUTICS INC | 2.4M | $90.6M | 0.5% | $29.88 | +26.51% | 11 qtrssince 2020-Q3 | Unchanged 0 |
KYMERA THERAPEUTICS INC | 2.9M | $85.3M | 0.5% | $33.58 | -15.82% | 11 qtrssince 2020-Q3 | Unchanged 0 |
Replimune Group, Inc. | 4.6M | $80.9M | 0.4% | $19.94 | -12.33% | 12 qtrssince 2020-Q2 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 10.5M | $78.8M | 0.4% | $41.10 | -81.95% | 10 qtrssince 2020-Q4 | Unchanged 0 |
SPRINGWORKS THERAPEUTICS INC | 2.8M | $70.9M | 0.4% | — | — | 2 qtrssince 2022-Q4 | Increased 54 |
ENTRADA THERAPEUTICS INC | 4.9M | $70.6M | 0.4% | $18.19 | -17.37% | 6 qtrssince 2021-Q4 | Unchanged 0 |
BIOMEA FUSION INC | 2.1M | $65.4M | 0.4% | $8.49 | +276.35% | 8 qtrssince 2021-Q2 | Increased 35 |
REVOLUTION MEDICINES INC | 2.7M | $58.3M | 0.3% | $23.32 | -7.96% | 9 qtrssince 2021-Q1 | Increased 57 |
PRELUDE THERAPEUTICS INC | 10.1M | $57.7M | 0.3% | $28.85 | -78.40% | 11 qtrssince 2020-Q3 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $18.4B across 105 positions as of Q1 2023. Top holdings: SGEN (51.7%), INCY (14.2%), ONC (13.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 7 new positions, 15 exits, 23 increased. Top move: SGEN (INCREASED, conviction 62). Portfolio: $18.4B across 105 positions.
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Portfolio allocation by GICS sector
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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