BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q4 2020
Top Holdings126 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 47.3M | $8.3B | 31.2% | — | — | 2 qtrssince 2020-Q3 | Unchanged 0 |
BEIGENE LTD-ADR | 11.7M | $3B | 11.4% | $149.13 | +70.99% | 8 qtrssince 2019-Q1 | Decreased 0 |
INCYTE CORP | 32M | $2.8B | 10.5% | $86.02 | +0.98% | 8 qtrssince 2019-Q1 | Increased 62 |
ACADIA Pharmaceuticals Inc. | 41.9M | $2.2B | 8.4% | $27.58 | +94.65% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Kodiak Sciences, Inc. | 13.9M | $2B | 7.7% | $36.26 | +317.40% | 8 qtrssince 2019-Q1 | Increased 70 |
ALEXION PHARMACEUTICALS INC | 8.8M | $1.4B | 5.2% | — | — | 8 qtrssince 2019-Q1 | Unchanged 0 |
PRELUDE THERAPEUTICS INC | 10.1M | $724M | 2.7% | $28.84 | +161.55% | 2 qtrssince 2020-Q3 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $665.5M | 2.5% | $88.83 | -2.11% | 8 qtrssince 2019-Q1 | Unchanged 0 |
INVITAE CORP | 15.6M | $654.3M | 2.5% | — | — | 8 qtrssince 2019-Q1 | Increased 69 |
ASCENDIS PHARMA A/S | 3.5M | $590.4M | 2.2% | $119.16 | +42.82% | 8 qtrssince 2019-Q1 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 10.5M | $420.5M | 1.6% | $41.10 | 0.00% | 1 qtr | New 71 |
MIRATI THERAPEUTICS INC | 1.4M | $309.6M | 1.2% | — | — | 8 qtrssince 2019-Q1 | Unchanged 0 |
ARGENX SE - ADR | 1M | $299.8M | 1.1% | $124.84 | +135.57% | 8 qtrssince 2019-Q1 | Unchanged 0 |
IGM BIOSCIENCES INC | 3.1M | $277.7M | 1.0% | — | — | 6 qtrssince 2019-Q3 | Increased 48 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $166.7M | 0.6% | $113.12 | -1.77% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Amarin Corporation plc | 28M | $136.9M | 0.5% | — | — | — | — |
HERON THERAPEUTICS INC | 6M | $126.9M | 0.5% | $23.47 | -9.37% | 8 qtrssince 2019-Q1 | Unchanged 0 |
KYMERA THERAPEUTICS INC | 2M | $121.5M | 0.5% | $31.54 | +127.81% | 2 qtrssince 2020-Q3 | Unchanged 0 |
ALLAKOS INC | 714,250 | $100M | 0.4% | — | — | 6 qtrssince 2019-Q3 | Increased 37 |
CERUS CORP | 13.7M | $94.9M | 0.4% | $5.89 | +21.67% | 8 qtrssince 2019-Q1 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $26.5B across 126 positions as of Q4 2020. Top holdings: SGEN (31.2%), ONC (11.4%), INCY (10.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 15 new positions, 9 exits, 16 increased. Top move: ABCL (NEW, conviction 71). Portfolio: $26.5B across 126 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