BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q2 2021
Top Holdings120 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 47.3M | $7.5B | 32.8% | — | — | 4 qtrssince 2020-Q3 | Increased 62 |
BEIGENE LTD-ADR | 11.7M | $4B | 17.6% | $149.13 | +139.45% | 10 qtrssince 2019-Q1 | Unchanged 0 |
INCYTE CORP | 32M | $2.7B | 11.8% | $86.02 | -1.53% | 10 qtrssince 2019-Q1 | Increased 62 |
Kodiak Sciences, Inc. | 14.1M | $1.3B | 5.8% | $37.25 | +143.99% | 10 qtrssince 2019-Q1 | Increased 63 |
ACADIA Pharmaceuticals Inc. | 41.9M | $1B | 4.5% | $27.58 | -12.52% | 10 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $633.3M | 2.8% | $88.83 | -6.05% | 10 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 3.5M | $465.7M | 2.0% | $119.16 | +12.68% | 10 qtrssince 2019-Q1 | Unchanged 0 |
INVITAE CORP | 10.2M | $345.7M | 1.5% | — | — | 10 qtrssince 2019-Q1 | Decreased 0 |
ARGENX SE - ADR | 1.1M | $337.1M | 1.5% | $138.29 | +117.71% | 10 qtrssince 2019-Q1 | Unchanged 0 |
PRELUDE THERAPEUTICS INC | 10.1M | $289.8M | 1.3% | $28.85 | +4.07% | 4 qtrssince 2020-Q3 | Unchanged 0 |
IGM BIOSCIENCES INC | 3.2M | $262.6M | 1.2% | — | — | 8 qtrssince 2019-Q3 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 10.5M | $229.9M | 1.0% | $41.10 | -48.22% | 3 qtrssince 2020-Q4 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 1.4M | $227.7M | 1.0% | — | — | 10 qtrssince 2019-Q1 | Unchanged 0 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $201M | 0.9% | $7.50 | +106.66% | 10 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $146M | 0.6% | $113.12 | -14.08% | 10 qtrssince 2019-Q1 | Unchanged 0 |
APELLIS PHARMACEUTICALS INC | 2.3M | $143.6M | 0.6% | $41.21 | — | 10 qtrssince 2019-Q1 | Increased 55 |
HERON THERAPEUTICS INC | 8.1M | $126.2M | 0.6% | $21.40 | -27.07% | 10 qtrssince 2019-Q1 | Increased 55 |
Amarin Corporation plc | 26.5M | $115.9M | 0.5% | — | — | — | — |
GLOBAL BLOOD THERAPEUTICS INC | 3.2M | $112.7M | 0.5% | — | — | 6 qtrssince 2020-Q1 | Unchanged 0 |
PACIFIC BIOSCIENCES CALIF IN | 3.2M | $112M | 0.5% | $9.80 | +267.55% | 4 qtrssince 2020-Q3 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $22.8B across 120 positions as of Q2 2021. Top holdings: SGEN (32.8%), ONC (17.6%), INCY (11.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 9 new positions, 15 exits, 17 increased. Top move: KOD (INCREASED, conviction 63). Portfolio: $22.8B across 120 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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