Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 105
- −8 vs. Q4 2022
- Portfolio value
- $18.4B
- +$1.73B (+10.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 46,913,769 | $9.50B | 51.7% | +1,5030.0% | Added | History |
| INCYIncyte Corp | COM | 36,175,400 | $2.61B | 14.2% | +20,429+0.1% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $2.51B | 13.7% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 41,938,486 | $789.3M | 4.3% | +15,0000.0% | Added | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,545,113 | $374.3M | 2.0% | 00.0% | Unchanged | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,810,248 | $370.5M | 2.0% | −3,810,246−50.0% | Reduced | History |
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $124.6M | 0.7% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,498,267 | $115.9M | 0.6% | +143,659+2.3% | Added | History |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $107.3M | 0.6% | 00.0% | Unchanged | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $106.0M | 0.6% | 00.0% | Unchanged | History |
| ARGXArgenx SE | SPONSORED ADR | 280,159 | $104.4M | 0.6% | 00.0% | Unchanged | History |
| AKROAkero Therapeutics, Inc. | COM | 2,368,378 | $90.6M | 0.5% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 2,879,825 | $85.3M | 0.5% | 00.0% | Unchanged | History |
| REPLReplimune Group, Inc. | COM | 4,578,280 | $80.9M | 0.4% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 10,450,180 | $78.8M | 0.4% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,753,502 | $70.9M | 0.4% | +1,224,964+80.1% | Added | History |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $70.6M | 0.4% | 00.0% | Unchanged | History |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $65.4M | 0.4% | +4,390+0.2% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 2,691,493 | $58.3M | 0.3% | +2,469,271+1,111.2% | Added | History |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $57.7M | 0.3% | 00.0% | Unchanged | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $52.4M | 0.3% | 00.0% | Unchanged | History |
| KYNBKyntra Bio, Inc. | COM | 2,637,384 | $49.2M | 0.3% | +1,262,173+91.8% | Added | History |
| CERSCerus Corp | COM | 16,067,558 | $47.7M | 0.3% | 00.0% | Unchanged | History |
| IGMSIGM Biosciences, Inc. | COM | 3,156,656 | $43.4M | 0.2% | +5540.0% | Added | History |
| JBIOJade Biosciences, Inc. | COM | 1,963,479 | $39.6M | 0.2% | −13,389−0.7% | Reduced | History |
| IMTXImmatics N.V. | SHS | 5,187,081 | $35.8M | 0.2% | 00.0% | Unchanged | History |
| ROIVRoivant Sciences Ltd. | SHS | 4,777,430 | $35.3M | 0.2% | +4,060,777+566.6% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $34.5M | 0.2% | 00.0% | Unchanged | History |
| KDNYChinook Therapeutics, Inc. | COM | 1,455,202 | $33.7M | 0.2% | −1,078,900−42.6% | Reduced | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,799,577 | $30.1M | 0.2% | 00.0% | Unchanged | History |
| DICEDICE Therapeutics, Inc. | COM | 1,035,786 | $29.7M | 0.2% | +173,579+20.1% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $26.9M | 0.1% | 00.0% | Unchanged | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $25.5M | 0.1% | +434,782+21.1% | Added | History |
| DNLIDenali Therapeutics Inc. | COM | 1,088,738 | $25.1M | 0.1% | 00.0% | Unchanged | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $24.7M | 0.1% | 00.0% | Unchanged | History |
| KRYSKrystal Biotech, Inc. | COM | 302,716 | $24.2M | 0.1% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $20.4M | 0.1% | 00.0% | Unchanged | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 470,974 | $18.9M | 0.1% | 00.0% | Unchanged | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 843,814 | $17.9M | 0.1% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 2,115,416 | $17.6M | 0.1% | +1,006,503+90.8% | Added | History |
| ANABAnaptysbio, Inc | COM | 775,924 | $16.9M | 0.1% | 00.0% | Unchanged | History |
| Avidity Biosciences, Inc.05370A108 | COM | 1,004,051 | $15.4M | 0.1% | +569,269+130.9% | Added | – |
| BPMCBlueprint Medicines Corp | COM | 333,665 | $15.0M | 0.1% | +333,665 | New | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $13.1M | 0.1% | 00.0% | Unchanged | History |
| PACBPacific Biosciences of California, Inc. | COM | 1,127,782 | $13.1M | 0.1% | 00.0% | Unchanged | History |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $12.7M | 0.1% | 00.0% | Unchanged | History |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $12.3M | 0.1% | 00.0% | Unchanged | History |
| NVTAInvitae Corp | COM | 8,881,104 | $12.0M | 0.1% | +479,069+5.7% | Added | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 832,769 | $11.4M | 0.1% | −835,586−50.1% | Reduced | History |
| CABACabaletta Bio, Inc. | COM | 1,344,000 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| SMMTSummit Therapeutics Inc. | COM | 6,304,705 | $11.0M | 0.1% | +4,304,705+215.2% | Added | History |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 9,830,877 | $10.7M | 0.1% | 00.0% | Unchanged | History |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,691,391 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| VSTMVerastem, Inc. | COM | 25,521,447 | $10.6M | 0.1% | −1,467,451−5.4% | Reduced | History |
| FATEFate Therapeutics Inc | COM | 1,671,717 | $9.53M | 0.1% | +1,456,022+675.0% | Added | History |
| PNTPOINT Biopharma Global Inc. | COM | 1,169,103 | $8.50M | <0.1% | 00.0% | Unchanged | History |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $7.95M | <0.1% | 00.0% | Unchanged | History |
| ALLOAllogene Therapeutics, Inc. | COM | 1,576,901 | $7.79M | <0.1% | +1,576,901 | New | History |
| MRSNMersana Therapeutics, Inc. | COM | 1,886,115 | $7.75M | <0.1% | +1,886,115 | New | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 989,928 | $7.17M | <0.1% | 00.0% | Unchanged | History |
| SERASera Prognostics, Inc. | CLASS A COM | 1,789,000 | $6.85M | <0.1% | +1,587,438+787.6% | Added | History |
| GERNGeron Corp | COM | 3,061,224 | $6.64M | <0.1% | +3,061,224 | New | History |
| SANASana Biotechnology, Inc. | COM | 2,000,000 | $6.54M | <0.1% | +2,000,000 | New | History |
| ARAVAravive, Inc. | COM | 3,261,224 | $6.52M | <0.1% | 00.0% | Unchanged | History |
| MGNXMacrogenics Inc | COM | 892,579 | $6.40M | <0.1% | 00.0% | Unchanged | History |
| ALECAlector, Inc. | COM | 964,851 | $5.97M | <0.1% | +282,860+41.5% | Added | History |
| LONALeonaBio, Inc. | COM | 2,350,355 | $5.88M | <0.1% | +470,519+25.0% | Added | History |
| INSMINSMED Inc | COM PAR $.01 | 343,000 | $5.85M | <0.1% | +323,050+1,619.3% | Added | History |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $5.85M | <0.1% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 100,000 | $5.55M | <0.1% | 00.0% | Unchanged | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $5.09M | <0.1% | 00.0% | Unchanged | History |
| Affimed N VN01045108 | COM | 6,596,830 | $4.92M | <0.1% | 00.0% | Unchanged | – |
| RLAYRelay Therapeutics, Inc. | COM | 284,000 | $4.68M | <0.1% | +284,000 | New | History |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $4.03M | <0.1% | 00.0% | Unchanged | History |
| IPSCCentury Therapeutics, Inc. | COM | 1,149,340 | $3.99M | <0.1% | 00.0% | Unchanged | History |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $3.74M | <0.1% | 00.0% | Unchanged | History |
| DSGNDesign Therapeutics, Inc. | COM | 626,884 | $3.62M | <0.1% | −65,247−9.4% | Reduced | History |
| TILInstil Bio, Inc. | COM | 5,273,789 | $3.48M | <0.1% | 00.0% | Unchanged | History |
| XNCRXencor Inc | COM | 123,127 | $3.43M | <0.1% | 00.0% | Unchanged | History |
| VORVor Biopharma Inc. | COM | 633,848 | $3.41M | <0.1% | −832,077−56.8% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $3.33M | <0.1% | 00.0% | Unchanged | History |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $2.96M | <0.1% | 00.0% | Unchanged | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 375,095 | $2.92M | <0.1% | +375,095 | New | History |
| NGNENeurogene Inc. | COM | 3,821,740 | $2.68M | <0.1% | 00.0% | Unchanged | History |
| VERAVera Therapeutics, Inc. | CL A | 333,333 | $2.59M | <0.1% | 00.0% | Unchanged | History |
| HOOKHOOKIPA Pharma Inc. | COM | 3,475,535 | $2.56M | <0.1% | 00.0% | Unchanged | History |
| CYPHCypherpunk Technologies Inc. | COM | 7,425,570 | $2.52M | <0.1% | +6,865,865+1,226.7% | Added | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,591,366 | $2.48M | <0.1% | 00.0% | Unchanged | – |
| ATRAAtara Biotherapeutics, Inc. | COM | 744,186 | $2.16M | <0.1% | 00.0% | Unchanged | History |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $2.05M | <0.1% | 00.0% | Unchanged | History |
| VERUVeru Inc. | COM | 1,609,579 | $1.87M | <0.1% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 48,885 | $1.83M | <0.1% | 00.0% | Unchanged | History |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $1.81M | <0.1% | 00.0% | Unchanged | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $1.54M | <0.1% | 00.0% | Unchanged | History |
| PRAXPraxis Precision Medicines, Inc. | COM | 1,879,915 | $1.52M | <0.1% | +49,600+2.7% | Added | History |
| NKTXNkarta, Inc. | COM | 400,000 | $1.42M | <0.1% | 00.0% | Unchanged | History |
| KALAKALA BIO, Inc. | COMM STK | 76,813 | $1.16M | <0.1% | 00.0% | Unchanged | History |
| TCRRTCR2 Therapeutics Inc. | COM | 753,064 | $1.13M | <0.1% | 00.0% | Unchanged | History |
| SYRESpyre Therapeutics, Inc. | COM | 3,410,106 | $988.9K | <0.1% | 00.0% | Unchanged | History |
| TARAProtara Therapeutics, Inc. | COM STK | 199,671 | $625.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (15)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| ASNDAscendis Pharma A/S | SPONSORED ADR | 4,954,855 | $605.1M | 3.6% | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 969,727 | $110.4M | 0.7% | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,225,255 | $25.8M | 0.2% | History |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $19.2M | 0.1% | – |
| CBAYCymaBay Therapeutics, Inc. | COM | 2,170,464 | $13.6M | 0.1% | History |
| ZYMEZymeworks Inc. | COM | 1,708,472 | $13.4M | 0.1% | History |
| ALTAltimmune, Inc. | COM NEW | 653,562 | $10.8M | 0.1% | History |
| CINCCinCor Pharma, Inc. | COM | 807,212 | $9.92M | 0.1% | History |
| RETAReata Pharmaceuticals Inc | CL A | 223,976 | $8.51M | 0.1% | History |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $8.06M | <0.1% | – |
| BHVNBiohaven Ltd. | COM | 476,190 | $6.61M | <0.1% | History |
| CYTCyteir Therapeutics, Inc. | COM | 2,492,118 | $4.11M | <0.1% | History |
| KRONKronos Bio, Inc. | COM | 1,198,151 | $1.94M | <0.1% | History |
| KZRKezar Life Sciences, Inc. | COM | 61,946 | $436.1K | <0.1% | History |
| ATYRaTYR PHARMA INC | COM NEW | 8,565 | $18.8K | <0.1% | History |