BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings95 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INCYTE CORP | 30.7M | $2.1B | 22.7% | $85.04 | -19.54% | 24 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD-ADR | 9.5M | $1.8B | 18.8% | $149.13 | +23.26% | 24 qtrssince 2019-Q1 | Decreased 0 |
ACADIA Pharmaceuticals Inc. | 42.9M | $786.8M | 8.4% | $27.49 | -39.30% | 24 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 2M | $609.3M | 6.5% | $143.08 | +117.79% | 24 qtrssince 2019-Q1 | Unchanged 0 |
SUMMIT THERAPEUTICS INC | 24.4M | $435.9M | 4.7% | $8.44 | +111.85% | 3 qtrssince 2024-Q2 | Unchanged 0 |
REVOLUTION MEDICINES INC | 7.9M | $347.2M | 3.7% | $28.63 | +50.78% | 16 qtrssince 2021-Q1 | Increased 60 |
INSMED INC | 5M | $345.7M | 3.7% | $64.74 | +6.39% | 24 qtrssince 2019-Q1 | Increased 64 |
RHYTHM PHARMACEUTICALS INC | 6.1M | $340.6M | 3.6% | $23.84 | +136.31% | 24 qtrssince 2019-Q1 | Decreased 0 |
KYMERA THERAPEUTICS INC | 6M | $241.2M | 2.6% | $27.87 | +41.06% | 18 qtrssince 2020-Q3 | Unchanged 0 |
Kodiak Sciences, Inc. | 17.3M | $172.2M | 1.8% | $34.68 | -71.25% | 24 qtrssince 2019-Q1 | Unchanged 0 |
EDGEWISE THERAPEUTICS INC | 6.2M | $164.4M | 1.8% | $16.18 | +67.21% | 16 qtrssince 2021-Q1 | Increased 51 |
BICYCLE THERAPEUTICS PLC | 10.9M | $152.4M | 1.6% | $20.84 | -32.20% | 10 qtrssince 2022-Q3 | Increased 55 |
Replimune Group, Inc. | 11M | $133.8M | 1.4% | $13.47 | -8.48% | 19 qtrssince 2020-Q2 | Unchanged 0 |
ALKERMES PLC | 4.2M | $120.3M | 1.3% | $24.10 | +19.34% | 3 qtrssince 2024-Q2 | Unchanged 0 |
| 42.9M | $92.9M | 1.0% | — | — | — | Unchanged 0 | |
ENTRADA THERAPEUTICS INC | 4.9M | $84.1M | 0.9% | $18.19 | -4.51% | 13 qtrssince 2021-Q4 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 27.5M | $80.7M | 0.9% | $18.96 | -85.13% | 17 qtrssince 2020-Q4 | Unchanged 0 |
DENALI THERAPEUTICS INC | 3.7M | $76.1M | 0.8% | $23.58 | -14.18% | 20 qtrssince 2020-Q1 | Unchanged 0 |
NURIX THERAPEUTICS INC | 3.9M | $73.1M | 0.8% | $24.81 | -24.86% | 18 qtrssince 2020-Q3 | Unchanged 0 |
ARGENX SE - ADR | 111,904 | $68.8M | 0.7% | $138.01 | +349.22% | 24 qtrssince 2019-Q1 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $9.4B across 95 positions as of Q4 2024. Top holdings: INCY (22.7%), ONC (18.8%), ACAD (8.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 10 new positions, 8 exits, 20 increased. Top move: INSM (INCREASED, conviction 64). Portfolio: $9.4B across 95 positions.
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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