BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q2 2020
Top Holdings114 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 47.3M | $8B | 35.4% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 | |
INCYTE CORP | 32M | $3.3B | 14.7% | $86.02 | +19.14% | 6 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD-ADR | 11.8M | $2.2B | 9.8% | $132.00 | +43.33% | 6 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 41.9M | $2B | 9.0% | $27.58 | +74.60% | 6 qtrssince 2019-Q1 | Unchanged 0 |
ALEXION PHARMACEUTICALS INC | 8.8M | $983.3M | 4.3% | — | — | 6 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $936.1M | 4.1% | $88.83 | +37.54% | 6 qtrssince 2019-Q1 | Unchanged 0 |
Kodiak Sciences, Inc. | 11.6M | $626.4M | 2.8% | $19.52 | +175.05% | 6 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 3.4M | $501.4M | 2.2% | $117.70 | +23.37% | 6 qtrssince 2019-Q1 | Unchanged 0 |
INVITAE CORP | 11.9M | $359M | 1.6% | — | — | 6 qtrssince 2019-Q1 | Increased 62 |
MYOKARDIA INC | 3.2M | $305.7M | 1.3% | — | — | 6 qtrssince 2019-Q1 | Increased 74 |
Amarin Corporation plc | 34.5M | $238.7M | 1.1% | — | — | — | — |
ARGENX SE - ADR | 1M | $229.6M | 1.0% | $124.84 | +78.86% | 6 qtrssince 2019-Q1 | Unchanged 0 |
IGM BIOSCIENCES INC | 3.1M | $229.5M | 1.0% | — | — | 4 qtrssince 2019-Q3 | Increased 48 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $169.8M | 0.7% | $113.12 | -9.18% | 6 qtrssince 2019-Q1 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 1.4M | $161M | 0.7% | — | — | 6 qtrssince 2019-Q1 | Unchanged 0 |
EXACT SCIENCES CORP | 1.8M | $160.5M | 0.7% | $91.87 | -6.37% | 3 qtrssince 2019-Q4 | Unchanged 0 |
NEUROCRINE BIOSCIENCES INC | 906,986 | $110.7M | 0.5% | $87.28 | +43.79% | 6 qtrssince 2019-Q1 | Decreased 0 |
Principia Biopharma Inc | 1.6M | $94.5M | 0.4% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
FORMA THERAPEUTICS HLDGS INC | 2M | $93M | 0.4% | — | — | 1 qtr | New 49 |
CERUS CORP | 13.7M | $90.5M | 0.4% | $5.89 | +10.64% | 6 qtrssince 2019-Q1 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $22.7B across 114 positions as of Q2 2020. Top holdings: SGEN (35.4%), INCY (14.7%), ONC (9.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 15 new positions, 11 exits, 20 increased. Top move: MYOK (INCREASED, conviction 74). Portfolio: $22.7B across 114 positions.
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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