BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings95 positions
INCYTE CORP | 30.7M | $2.1B | 22.7% | $84.99 | -18.73% | 24 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD | 9.5M | $1.8B | 18.8% | $149.70 | +23.39% | 24 qtrssince 2019-Q1 | Decreased 0 |
ACADIA PHARMACEUTICALS INC | 42.9M | $786.8M | 8.4% | $27.49 | -33.24% | 24 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC COM | 2M | $609.3M | 6.5% | $142.52 | +116.51% | 24 qtrssince 2019-Q1 | Unchanged 0 |
SUMMIT THERAPEUTICS INC COM | 24.4M | $435.9M | 4.7% | $8.44 | +111.85% | 3 qtrssince 2024-Q2 | Unchanged 0 |
REVOLUTION MEDICINES INC COM | 7.9M | $347.2M | 3.7% | $28.63 | +50.78% | 16 qtrssince 2021-Q1 | Increased 60 |
INSMED INC | 5M | $345.7M | 3.7% | $64.86 | +6.44% | 24 qtrssince 2019-Q1 | Increased 64 |
RHYTHM PHARMACEUTICALS INC | 6.1M | $340.6M | 3.6% | $24.17 | +131.65% | 24 qtrssince 2019-Q1 | Decreased 0 |
KYMERA THERAPEUTICS INC COM | 6M | $241.2M | 2.6% | $28.24 | +42.43% | 18 qtrssince 2020-Q3 | Unchanged 0 |
KODIAK SCIENCES INC COM | 17.3M | $172.2M | 1.8% | $34.00 | -70.73% | 24 qtrssince 2019-Q1 | Unchanged 0 |
EDGEWISE THERAPEUTICS INC COM | 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 COM | 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% | — | — | 3 qtrssince 2024-Q2 | Unchanged 0 | |
ENTRADA THERAPEUTICS INC COM | 4.9M | $84.1M | 0.9% | $18.19 | -4.51% | 13 qtrssince 2021-Q4 | Unchanged 0 |
ABCELLERA BIOLOGICS INC COM | 27.5M | $80.7M | 0.9% | $18.96 | -85.13% | 17 qtrssince 2020-Q4 | Unchanged 0 |
DENALI THERAPEUTICS INC COM | 3.7M | $76.1M | 0.8% | $23.58 | -14.18% | 20 qtrssince 2020-Q1 | Unchanged 0 |
NURIX THERAPEUTICS INC COM | 3.9M | $73.1M | 0.8% | $24.81 | -24.86% | 18 qtrssince 2020-Q3 | Unchanged 0 |
ARGENX SE | 111,904 | $68.8M | 0.7% | $138.29 | +344.73% | 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: Concentrated Value. HoldingsIntel Score: 3/5.0.
Active quarter - 10 new positions, 8 exits, 20 increased. Top move: INSM (INCREASED, conviction 64). Portfolio: $9.4B across 95 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
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