BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q3 2022
Top Holdings115 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 46.9M | $6.4B | 42.0% | — | — | 9 qtrssince 2020-Q3 | Unchanged 0 |
INCYTE CORP | 36.2M | $2.4B | 15.8% | $85.05 | -21.68% | 15 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD-ADR | 11.7M | $1.6B | 10.3% | $149.13 | -8.62% | 15 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 41.9M | $685.9M | 4.5% | $27.58 | -41.48% | 15 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $646M | 4.2% | $88.78 | -4.19% | 15 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 4.9M | $501.1M | 3.3% | $125.37 | -18.15% | 15 qtrssince 2019-Q1 | Unchanged 0 |
GLOBAL BLOOD THERAPEUTICS INC | 3.7M | $254.2M | 1.7% | — | — | 11 qtrssince 2020-Q1 | Unchanged 0 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $160.2M | 1.0% | $7.50 | +64.90% | 15 qtrssince 2019-Q1 | Unchanged 0 |
RHYTHM PHARMACEUTICALS INC | 6.1M | $148.5M | 1.0% | $23.76 | +0.44% | 15 qtrssince 2019-Q1 | Increased 58 |
Kodiak Sciences, Inc. | 17.3M | $134M | 0.9% | $34.68 | -78.08% | 15 qtrssince 2019-Q1 | Unchanged 0 |
IMMUNOCORE HLDGS PLC | 2.5M | $118.3M | 0.8% | $43.20 | +6.11% | 7 qtrssince 2021-Q1 | Increased 42 |
ABCELLERA BIOLOGICS INC | 10.5M | $103.4M | 0.7% | $41.10 | -76.03% | 8 qtrssince 2020-Q4 | Unchanged 0 |
ARGENX SE - ADR | 280,159 | $98.9M | 0.6% | $138.29 | +155.30% | 15 qtrssince 2019-Q1 | Decreased 0 |
MIRATI THERAPEUTICS INC | 1.4M | $98.5M | 0.6% | — | — | 15 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $97.4M | 0.6% | $113.12 | -44.41% | 15 qtrssince 2019-Q1 | Unchanged 0 |
| 1.8M | $92.6M | 0.6% | — | — | 5 qtrssince 2021-Q3 | Unchanged 0 | |
TRAVERE THERAPEUTICS INC | 3.3M | $81.3M | 0.5% | $25.43 | -3.10% | 7 qtrssince 2021-Q1 | Unchanged 0 |
AKERO THERAPEUTICS INC | 2.4M | $80.6M | 0.5% | $29.88 | -0.26% | 9 qtrssince 2020-Q3 | Increased 68 |
ENTRADA THERAPEUTICS INC | 4.9M | $76.7M | 0.5% | $18.19 | -14.57% | 4 qtrssince 2021-Q4 | Unchanged 0 |
IGM BIOSCIENCES INC | 3.2M | $71.8M | 0.5% | — | — | 13 qtrssince 2019-Q3 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $15.3B across 115 positions as of Q3 2022. Top holdings: SGEN (42.0%), INCY (15.8%), ONC (10.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 12 new positions, 14 exits, 7 increased. Top move: AKRO (INCREASED, conviction 68). Portfolio: $15.3B across 115 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