BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings93 positions
BEONE MEDICINES LTD | 10.6M | $2.4B | 24.6% | $149.70 | +49.98% | 23 qtrssince 2019-Q1 | Unchanged 0 |
INCYTE CORP | 30.7M | $2B | 21.1% | $84.99 | -22.22% | 23 qtrssince 2019-Q1 | Increased 62 |
ACADIA PHARMACEUTICALS INC | 42.9M | $659.5M | 6.8% | $27.49 | -44.05% | 23 qtrssince 2019-Q1 | Unchanged 0 |
SUMMIT THERAPEUTICS INC | 24.4M | $534.9M | 5.5% | $8.44 | +147.38% | 2 qtrssince 2024-Q2 | Increased 64 |
MADRIGAL PHARMACEUTICALS INC | 2M | $419M | 4.3% | $142.52 | +48.91% | 23 qtrssince 2019-Q1 | Unchanged 0 |
REVOLUTION MEDICINES INC | 7.6M | $343.3M | 3.6% | $27.92 | +58.17% | 15 qtrssince 2021-Q1 | Unchanged 0 |
RHYTHM PHARMACEUTICALS INC | 6.4M | $335.2M | 3.5% | $24.17 | +116.80% | 23 qtrssince 2019-Q1 | Increased 57 |
INSMED INC | 4.4M | $322.4M | 3.3% | $64.30 | +13.53% | 23 qtrssince 2019-Q1 | Increased 69 |
KYMERA THERAPEUTICS INC | 6M | $283.8M | 2.9% | $28.24 | +67.57% | 17 qtrssince 2020-Q3 | Increased 53 |
BICYCLE THERAPEUTICS PLC | 9.4M | $212.7M | 2.2% | $21.90 | +5.97% | 9 qtrssince 2022-Q3 | Unchanged 0 |
EDGEWISE THERAPEUTICS INC | 5.8M | $155.9M | 1.6% | $15.59 | +67.30% | 15 qtrssince 2021-Q1 | Unchanged 0 |
REPLIMUNE GROUP INC | 11M | $121.1M | 1.3% | $13.45 | -18.50% | 18 qtrssince 2020-Q2 | Increased 52 |
ALKERMES PLC | 4.2M | $117M | 1.2% | $24.10 | +16.14% | 2 qtrssince 2024-Q2 | Unchanged 0 |
DENALI THERAPEUTICS INC | 3.7M | $108.7M | 1.1% | $23.58 | +24.79% | 19 qtrssince 2020-Q1 | Unchanged 0 |
| 42.9M | $98.3M | 1.0% | — | — | 2 qtrssince 2024-Q2 | Unchanged 0 | |
ULTRAGENYX PHARMACEUTICAL IN | 1.6M | $87.6M | 0.9% | $70.98 | -23.31% | 16 qtrssince 2020-Q4 | Increased 45 |
NURIX THERAPEUTICS INC | 3.9M | $87.2M | 0.9% | $24.81 | -7.09% | 17 qtrssince 2020-Q3 | Unchanged 0 |
ENTRADA THERAPEUTICS INC | 4.9M | $77.8M | 0.8% | $18.19 | -9.57% | 12 qtrssince 2021-Q4 | Unchanged 0 |
IMMATICS N.V | 6.4M | $73.5M | 0.8% | $10.95 | +7.11% | 17 qtrssince 2020-Q3 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 27.5M | $71.6M | 0.7% | $18.96 | -86.24% | 16 qtrssince 2020-Q4 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $9.6B across 93 positions as of Q3 2024. Top holdings: ONC (24.6%), INCY (21.1%), ACAD (6.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Active quarter - 6 new positions, 8 exits, 16 increased. Top move: INSM (INCREASED, conviction 69). Portfolio: $9.6B across 93 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR