BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q2 2024
Top Holdings95 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INCYTE CORP | 30.7M | $1.9B | 23.8% | $85.04 | -28.71% | 22 qtrssince 2019-Q1 | Decreased 0 |
BEIGENE LTD-ADR | 10.6M | $1.5B | 19.3% | $149.13 | -4.33% | 22 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 42.9M | $696.8M | 8.9% | $27.49 | -40.90% | 22 qtrssince 2019-Q1 | Increased 61 |
MADRIGAL PHARMACEUTICALS INC | 2M | $553.2M | 7.1% | $143.08 | +95.81% | 22 qtrssince 2019-Q1 | Increased 61 |
REVOLUTION MEDICINES INC | 7.6M | $293.8M | 3.8% | $27.92 | +38.98% | 14 qtrssince 2021-Q1 | Increased 57 |
RHYTHM PHARMACEUTICALS INC | 6.4M | $262.7M | 3.4% | $23.84 | +72.22% | 22 qtrssince 2019-Q1 | Unchanged 0 |
INSMED INC | 3.6M | $239.6M | 3.1% | $62.23 | +7.66% | 22 qtrssince 2019-Q1 | Increased 91 |
BICYCLE THERAPEUTICS PLC | 9.4M | $190.3M | 2.4% | $21.90 | -7.59% | 8 qtrssince 2022-Q3 | Increased 82 |
SUMMIT THERAPEUTICS INC | 23.2M | $181.1M | 2.3% | $7.80 | 0.00% | 1 qtr | New 79 |
KYMERA THERAPEUTICS INC | 6M | $179M | 2.3% | $27.87 | +7.09% | 16 qtrssince 2020-Q3 | Unchanged 0 |
EDGEWISE THERAPEUTICS INC | 5.8M | $105.2M | 1.3% | $15.59 | +15.49% | 14 qtrssince 2021-Q1 | Unchanged 0 |
ALKERMES PLC | 4.2M | $100.8M | 1.3% | $24.10 | 0.00% | 1 qtr | New 68 |
| 42.9M | $90.4M | 1.2% | — | — | — | New 68 | |
Replimune Group, Inc. | 10M | $90.4M | 1.2% | $13.70 | -34.32% | 17 qtrssince 2020-Q2 | Increased 50 |
DENALI THERAPEUTICS INC | 3.7M | $86.6M | 1.1% | $23.58 | -1.54% | 18 qtrssince 2020-Q1 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 27.5M | $81.5M | 1.0% | $18.96 | -84.39% | 15 qtrssince 2020-Q4 | Unchanged 0 |
NURIX THERAPEUTICS INC | 3.9M | $81M | 1.0% | $24.81 | -15.88% | 16 qtrssince 2020-Q3 | Unchanged 0 |
IMMATICS N.V | 6.4M | $74.9M | 1.0% | $10.95 | +6.11% | 16 qtrssince 2020-Q3 | Unchanged 0 |
ENTRADA THERAPEUTICS INC | 4.9M | $69.3M | 0.9% | $18.19 | -21.66% | 11 qtrssince 2021-Q4 | Unchanged 0 |
Ultragenyx Pharmaceutical, Inc. | 1.5M | $60.3M | 0.8% | $72.21 | -43.09% | 15 qtrssince 2020-Q4 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $7.8B across 95 positions as of Q2 2024. Top holdings: INCY (23.8%), ONC (19.3%), ACAD (8.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 15 new positions, 7 exits, 17 increased. Top move: INSM (INCREASED, conviction 91). Portfolio: $7.8B across 95 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