BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q3 2023
Top Holdings101 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 44.6M | $9.5B | 54.5% | — | — | 13 qtrssince 2020-Q3 | Unchanged 0 |
BEIGENE LTD-ADR | 11.7M | $2.1B | 12.1% | $149.13 | +20.61% | 19 qtrssince 2019-Q1 | Unchanged 0 |
INCYTE CORP | 36.2M | $2.1B | 12.0% | $85.04 | -32.06% | 19 qtrssince 2019-Q1 | Increased 62 |
ACADIA Pharmaceuticals Inc. | 42.9M | $893.3M | 5.1% | $27.50 | -24.21% | 19 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 3.8M | $337.1M | 1.9% | $88.78 | -24.13% | 19 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $225.6M | 1.3% | $118.38 | +23.36% | 19 qtrssince 2019-Q1 | Unchanged 0 |
RHYTHM PHARMACEUTICALS INC | 6.7M | $153.7M | 0.9% | $23.84 | -3.87% | 19 qtrssince 2019-Q1 | Increased 44 |
ROIVANT SCIENCES LTD | 11.9M | $138.7M | 0.8% | $9.27 | +26.05% | 4 qtrssince 2022-Q4 | Increased 53 |
IMMUNOCORE HLDGS PLC | 2.5M | $130.8M | 0.8% | $43.20 | +20.14% | 11 qtrssince 2021-Q1 | Unchanged 0 |
| 300M | $130.4M | 0.8% | — | — | — | Unchanged 0 | |
AKERO THERAPEUTICS INC | 2.4M | $119.8M | 0.7% | $29.88 | +69.29% | 13 qtrssince 2020-Q3 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 20.8M | $95.5M | 0.6% | $23.54 | -80.46% | 12 qtrssince 2020-Q4 | Increased 52 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $90M | 0.5% | $7.50 | -5.54% | 19 qtrssince 2019-Q1 | Unchanged 0 |
Replimune Group, Inc. | 4.6M | $78.3M | 0.5% | $19.94 | -14.19% | 14 qtrssince 2020-Q2 | Unchanged 0 |
ENTRADA THERAPEUTICS INC | 4.9M | $76.9M | 0.4% | $18.19 | -13.14% | 8 qtrssince 2021-Q4 | Unchanged 0 |
REVOLUTION MEDICINES INC | 2.7M | $74.5M | 0.4% | $23.32 | +18.72% | 11 qtrssince 2021-Q1 | Unchanged 0 |
ARGENX SE - ADR | 151,215 | $74.3M | 0.4% | $138.29 | +255.51% | 19 qtrssince 2019-Q1 | Decreased 0 |
SPRINGWORKS THERAPEUTICS INC | 3M | $69.4M | 0.4% | — | — | 4 qtrssince 2022-Q4 | Unchanged 0 |
KYMERA THERAPEUTICS INC | 4.8M | $66M | 0.4% | $28.51 | -51.24% | 13 qtrssince 2020-Q3 | Increased 38 |
IMMATICS N.V | 5.6M | $65.3M | 0.4% | $11.01 | +5.15% | 13 qtrssince 2020-Q3 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $17.4B across 101 positions as of Q3 2023. Top holdings: SGEN (54.5%), ONC (12.1%), INCY (12.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 9 new positions, 15 exits, 16 increased. Top move: INCY (INCREASED, conviction 62). Portfolio: $17.4B across 101 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