BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings93 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BEIGENE LTD-ADR | 10.6M | $2.4B | 24.6% | $149.13 | +46.47% | 23 qtrssince 2019-Q1 | Unchanged 0 |
INCYTE CORP | 30.7M | $2B | 21.1% | $85.04 | -22.59% | 23 qtrssince 2019-Q1 | Increased 62 |
ACADIA Pharmaceuticals Inc. | 42.9M | $659.5M | 6.8% | $27.49 | -42.93% | 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% | $143.08 | +48.47% | 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% | $23.84 | +115.38% | 23 qtrssince 2019-Q1 | Increased 57 |
INSMED INC | 4.4M | $322.4M | 3.3% | $64.18 | +12.93% | 23 qtrssince 2019-Q1 | Increased 69 |
KYMERA THERAPEUTICS INC | 6M | $283.8M | 2.9% | $27.87 | +74.67% | 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% | $13.47 | -17.17% | 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% | — | — | — | Unchanged 0 | |
Ultragenyx Pharmaceutical, Inc. | 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: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 5 new positions, 7 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
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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