BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q1 2024
Top Holdings87 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INCYTE CORP | 36.2M | $2.1B | 25.9% | $85.04 | -33.00% | 21 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD-ADR | 10.6M | $1.7B | 20.7% | $149.13 | +4.87% | 21 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 42.9M | $792.6M | 9.9% | $27.50 | -32.76% | 21 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 2M | $526M | 6.6% | $142.75 | +87.07% | 21 qtrssince 2019-Q1 | Unchanged 0 |
RHYTHM PHARMACEUTICALS INC | 6.4M | $277.2M | 3.5% | $23.84 | +81.74% | 21 qtrssince 2019-Q1 | Unchanged 0 |
REVOLUTION MEDICINES INC | 7.5M | $243.3M | 3.1% | $27.90 | +15.54% | 13 qtrssince 2021-Q1 | Increased 77 |
KYMERA THERAPEUTICS INC | 6M | $241M | 3.0% | $27.87 | +44.22% | 15 qtrssince 2020-Q3 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 27.5M | $124.7M | 1.6% | $18.96 | -76.11% | 14 qtrssince 2020-Q4 | Increased 56 |
BICYCLE THERAPEUTICS PLC | 4.9M | $123.1M | 1.5% | $23.40 | +6.41% | 7 qtrssince 2022-Q3 | Increased 77 |
EDGEWISE THERAPEUTICS INC | 5.8M | $106.5M | 1.3% | $15.59 | +16.96% | 13 qtrssince 2021-Q1 | Increased 74 |
IMMUNOCORE HLDGS PLC | 1.5M | $98.5M | 1.2% | $43.20 | +50.46% | 13 qtrssince 2021-Q1 | Decreased 0 |
Kodiak Sciences, Inc. | 17.3M | $91.1M | 1.1% | $34.68 | -84.83% | 21 qtrssince 2019-Q1 | Unchanged 0 |
ROIVANT SCIENCES LTD | 7.4M | $78.1M | 1.0% | $9.27 | +13.75% | 6 qtrssince 2022-Q4 | Decreased 0 |
Replimune Group, Inc. | 9.5M | $78M | 1.0% | $13.95 | -41.43% | 16 qtrssince 2020-Q2 | Unchanged 0 |
DENALI THERAPEUTICS INC | 3.7M | $76.6M | 1.0% | $23.58 | -12.99% | 17 qtrssince 2020-Q1 | Increased 56 |
ENTRADA THERAPEUTICS INC | 4.9M | $68.9M | 0.9% | $18.19 | -22.10% | 10 qtrssince 2021-Q4 | Unchanged 0 |
AKERO THERAPEUTICS INC | 2.7M | $68.5M | 0.9% | $29.29 | -13.76% | 15 qtrssince 2020-Q3 | Increased 48 |
Ultragenyx Pharmaceutical, Inc. | 1.5M | $68.5M | 0.9% | $72.21 | -35.34% | 14 qtrssince 2020-Q4 | Unchanged 0 |
IMMATICS N.V | 6.4M | $67.7M | 0.8% | $10.95 | -4.03% | 15 qtrssince 2020-Q3 | Increased 46 |
CEREVEL THERAPEUTICS HLDNG I | 1.6M | $67.6M | 0.8% | — | — | 2 qtrssince 2023-Q4 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $8B across 87 positions as of Q1 2024. Top holdings: INCY (25.9%), ONC (20.7%), ACAD (9.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 12 new positions, 9 exits, 15 increased. Top move: RVMD (INCREASED, conviction 77). Portfolio: $8.0B across 87 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