BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q2 2022
Top Holdings117 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 46.9M | $8.3B | 47.1% | — | — | 8 qtrssince 2020-Q3 | Unchanged 0 |
INCYTE CORP | 36.2M | $2.7B | 15.6% | $85.05 | -10.77% | 14 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD-ADR | 11.7M | $1.9B | 10.7% | $149.13 | +8.83% | 14 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $631.5M | 3.6% | $88.78 | -5.47% | 14 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 41.9M | $590.7M | 3.4% | $27.58 | -48.44% | 14 qtrssince 2019-Q1 | Increased 58 |
ASCENDIS PHARMA A/S | 4.9M | $451.1M | 2.6% | $125.37 | -24.86% | 14 qtrssince 2019-Q1 | Increased 57 |
ARGENX SE - ADR | 1.1M | $424.2M | 2.4% | $138.01 | +170.70% | 14 qtrssince 2019-Q1 | Unchanged 0 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $134.5M | 0.8% | $7.50 | +44.22% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Kodiak Sciences, Inc. | 17.3M | $132.3M | 0.8% | $34.68 | -77.16% | 14 qtrssince 2019-Q1 | Increased 46 |
GLOBAL BLOOD THERAPEUTICS INC | 3.7M | $119.3M | 0.7% | — | — | 10 qtrssince 2020-Q1 | Increased 48 |
ABCELLERA BIOLOGICS INC | 10.5M | $111.3M | 0.6% | $41.10 | -75.40% | 7 qtrssince 2020-Q4 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $107.3M | 0.6% | $113.12 | -36.41% | 14 qtrssince 2019-Q1 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 1.4M | $94.6M | 0.5% | — | — | 14 qtrssince 2019-Q1 | Unchanged 0 |
IMMUNOCORE HLDGS PLC | 2.5M | $94M | 0.5% | $43.20 | -16.90% | 6 qtrssince 2021-Q1 | Unchanged 0 |
HORIZON THERAPEUTICS PLC | 1.1M | $91.6M | 0.5% | — | — | 10 qtrssince 2020-Q1 | Increased 52 |
CERUS CORP | 16.1M | $85M | 0.5% | $5.81 | -8.12% | 14 qtrssince 2019-Q1 | Increased 41 |
TRAVERE THERAPEUTICS INC | 3.3M | $80M | 0.5% | $25.43 | -2.94% | 6 qtrssince 2021-Q1 | Unchanged 0 |
Replimune Group, Inc. | 3.6M | $62.8M | 0.4% | $18.83 | -7.35% | 9 qtrssince 2020-Q2 | Increased 57 |
ENTRADA THERAPEUTICS INC | 4.9M | $59.3M | 0.3% | $18.19 | -28.86% | 3 qtrssince 2021-Q4 | Increased 36 |
IGM BIOSCIENCES INC | 3.2M | $56.9M | 0.3% | — | — | 12 qtrssince 2019-Q3 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $17.6B across 117 positions as of Q2 2022. Top holdings: SGEN (47.1%), INCY (15.6%), ONC (10.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 5 new positions, 6 exits, 24 increased. Top move: INCY (INCREASED, conviction 62). Portfolio: $17.6B across 117 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