BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q4 2022
Top Holdings113 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 46.9M | $6B | 36.2% | — | — | 10 qtrssince 2020-Q3 | Unchanged 0 |
INCYTE CORP | 36.2M | $2.9B | 17.4% | $85.05 | -5.56% | 16 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD-ADR | 11.7M | $2.6B | 15.4% | $149.13 | +47.48% | 16 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $788.6M | 4.7% | $88.78 | +16.57% | 16 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 41.9M | $667.4M | 4.0% | $27.58 | -42.27% | 16 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 5M | $605.1M | 3.6% | $125.30 | +97.44% | 16 qtrssince 2019-Q1 | Increased 59 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $448.5M | 2.7% | $118.38 | +145.17% | 16 qtrssince 2019-Q1 | Increased 55 |
RHYTHM PHARMACEUTICALS INC | 6.4M | $185M | 1.1% | $24.01 | +21.28% | 16 qtrssince 2019-Q1 | Increased 50 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $145.9M | 0.9% | $7.50 | +53.16% | 16 qtrssince 2019-Q1 | Unchanged 0 |
IMMUNOCORE HLDGS PLC | 2.5M | $143.9M | 0.9% | $43.20 | +32.11% | 8 qtrssince 2021-Q1 | Unchanged 0 |
AKERO THERAPEUTICS INC | 2.4M | $129.8M | 0.8% | $29.88 | +83.41% | 10 qtrssince 2020-Q3 | Unchanged 0 |
Replimune Group, Inc. | 4.6M | $124.5M | 0.7% | $19.94 | +36.42% | 11 qtrssince 2020-Q2 | Increased 50 |
Kodiak Sciences, Inc. | 17.3M | $123.9M | 0.7% | $34.68 | -79.35% | 16 qtrssince 2019-Q1 | Unchanged 0 |
HORIZON THERAPEUTICS PLC | 969,727 | $110.4M | 0.7% | — | — | 12 qtrssince 2020-Q1 | Unchanged 0 |
ARGENX SE - ADR | 280,159 | $106.1M | 0.6% | $138.29 | +173.94% | 16 qtrssince 2019-Q1 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 10.5M | $105.9M | 0.6% | $41.10 | -75.35% | 9 qtrssince 2020-Q4 | Unchanged 0 |
KYMERA THERAPEUTICS INC | 2.9M | $71.9M | 0.4% | $33.58 | -25.68% | 10 qtrssince 2020-Q3 | Unchanged 0 |
CHINOOK THERAPEUTICS INC | 2.5M | $66.4M | 0.4% | — | — | 9 qtrssince 2020-Q4 | Unchanged 0 |
ENTRADA THERAPEUTICS INC | 4.9M | $65.8M | 0.4% | $18.19 | -25.67% | 5 qtrssince 2021-Q4 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 1.4M | $63.9M | 0.4% | — | — | 16 qtrssince 2019-Q1 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $16.7B across 113 positions as of Q4 2022. Top holdings: SGEN (36.2%), INCY (17.4%), ONC (15.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 14 new positions, 16 exits, 17 increased. Top move: INCY (INCREASED, conviction 62). Portfolio: $16.7B across 113 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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