BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q2 2023
Top Holdings107 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 44.6M | $8.6B | 49.6% | — | — | 12 qtrssince 2020-Q3 | Decreased 0 |
INCYTE CORP | 36.2M | $2.3B | 13.0% | $85.04 | -27.27% | 18 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD-ADR | 11.7M | $2.1B | 12.0% | $149.13 | +19.76% | 18 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 42.9M | $1B | 5.9% | $27.50 | -12.72% | 18 qtrssince 2019-Q1 | Increased 63 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $356.9M | 2.1% | $118.38 | +86.01% | 18 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 3.8M | $330.3M | 1.9% | $88.78 | +0.17% | 18 qtrssince 2019-Q1 | Unchanged 0 |
IMMUNOCORE HLDGS PLC | 2.5M | $151.1M | 0.9% | $43.20 | +33.15% | 10 qtrssince 2021-Q1 | Unchanged 0 |
| 300M | $135M | 0.8% | — | — | — | New 59 | |
Kodiak Sciences, Inc. | 17.3M | $119.4M | 0.7% | $34.68 | -80.56% | 18 qtrssince 2019-Q1 | Unchanged 0 |
AKERO THERAPEUTICS INC | 2.4M | $110.6M | 0.6% | $29.88 | +49.41% | 12 qtrssince 2020-Q3 | Unchanged 0 |
ARGENX SE - ADR | 280,159 | $109.2M | 0.6% | $138.01 | +177.49% | 18 qtrssince 2019-Q1 | Unchanged 0 |
RHYTHM PHARMACEUTICALS INC | 6.5M | $107.2M | 0.6% | $23.87 | -30.00% | 18 qtrssince 2019-Q1 | Unchanged 0 |
Replimune Group, Inc. | 4.6M | $106.3M | 0.6% | $19.94 | +15.91% | 13 qtrssince 2020-Q2 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 16.5M | $106.3M | 0.6% | $28.51 | -76.92% | 11 qtrssince 2020-Q4 | Increased 60 |
KYMERA THERAPEUTICS INC | 4.4M | $100.6M | 0.6% | $29.76 | -24.73% | 12 qtrssince 2020-Q3 | Increased 59 |
ROIVANT SCIENCES LTD | 9.4M | $95M | 0.6% | $8.64 | +14.59% | 3 qtrssince 2022-Q4 | Increased 68 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $89.5M | 0.5% | $7.50 | -7.15% | 18 qtrssince 2019-Q1 | Unchanged 0 |
SPRINGWORKS THERAPEUTICS INC | 3M | $78.7M | 0.5% | — | — | 3 qtrssince 2022-Q4 | Increased 39 |
ENTRADA THERAPEUTICS INC | 4.9M | $73.7M | 0.4% | $18.19 | -17.21% | 7 qtrssince 2021-Q4 | Unchanged 0 |
REVOLUTION MEDICINES INC | 2.7M | $72M | 0.4% | $23.32 | +12.46% | 10 qtrssince 2021-Q1 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $17.3B across 107 positions as of Q2 2023. Top holdings: SGEN (49.6%), INCY (13.0%), ONC (12.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 7 new positions, 5 exits, 20 increased. Top move: ROIV (INCREASED, conviction 68). Portfolio: $17.3B across 107 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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