Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 107
- +2 vs. Q1 2023
- Portfolio value
- $17.3B
- −$1.10B (−6.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 44,554,162 | $8.57B | 49.6% | −2,359,607−5.0% | Reduced | History |
| INCYIncyte Corp | COM | 36,178,056 | $2.25B | 13.0% | +2,6560.0% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $2.08B | 12.0% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 42,864,612 | $1.03B | 5.9% | +926,126+2.2% | Added | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,545,113 | $356.9M | 2.1% | 00.0% | Unchanged | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,810,248 | $330.3M | 1.9% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $151.1M | 0.9% | 00.0% | Unchanged | History |
| Invitae Corp46185LAD5 | Note 1.5% 4/1/2028 | – | $135.0M | 0.8% | – | New | – |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $119.4M | 0.7% | 00.0% | Unchanged | History |
| AKROAkero Therapeutics, Inc. | COM | 2,368,378 | $110.6M | 0.6% | 00.0% | Unchanged | History |
| ARGXArgenx SE | SPONSORED ADR | 280,159 | $109.2M | 0.6% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,498,267 | $107.2M | 0.6% | 00.0% | Unchanged | History |
| REPLReplimune Group, Inc. | COM | 4,578,280 | $106.3M | 0.6% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 16,450,180 | $106.3M | 0.6% | +6,000,000+57.4% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 4,375,340 | $100.6M | 0.6% | +1,495,515+51.9% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 9,428,592 | $95.0M | 0.6% | +4,651,162+97.4% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $89.5M | 0.5% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,999,846 | $78.7M | 0.5% | +246,344+8.9% | Added | History |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $73.7M | 0.4% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 2,691,493 | $72.0M | 0.4% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 5,640,816 | $65.1M | 0.4% | +453,735+8.7% | Added | History |
| KDNYChinook Therapeutics, Inc. | COM | 1,455,202 | $55.9M | 0.3% | 00.0% | Unchanged | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $50.9M | 0.3% | 00.0% | Unchanged | History |
| DICEDICE Therapeutics, Inc. | COM | 1,035,786 | $48.1M | 0.3% | 00.0% | Unchanged | History |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $46.3M | 0.3% | 00.0% | Unchanged | History |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $45.6M | 0.3% | 00.0% | Unchanged | History |
| DNLIDenali Therapeutics Inc. | COM | 1,455,322 | $42.9M | 0.2% | +366,584+33.7% | Added | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,809,577 | $39.6M | 0.2% | +10,000+0.4% | Added | History |
| CERSCerus Corp | COM | 16,067,558 | $39.5M | 0.2% | 00.0% | Unchanged | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $38.8M | 0.2% | 00.0% | Unchanged | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 783,059 | $36.1M | 0.2% | +312,085+66.3% | Added | History |
| JBIOJade Biosciences, Inc. | COM | 1,963,479 | $33.7M | 0.2% | 00.0% | Unchanged | History |
| IGMSIGM Biosciences, Inc. | COM | 3,157,210 | $29.1M | 0.2% | +5540.0% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $28.9M | 0.2% | 00.0% | Unchanged | History |
| IMGNImmunoGen, Inc. | COM | 1,520,097 | $28.7M | 0.2% | +1,520,097 | New | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $27.8M | 0.2% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $26.6M | 0.2% | 00.0% | Unchanged | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $25.3M | 0.1% | 00.0% | Unchanged | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $25.0M | 0.1% | +229,354+27.5% | Added | History |
| STOKStoke Therapeutics, Inc. | COM | 2,130,238 | $22.6M | 0.1% | +14,822+0.7% | Added | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 843,814 | $21.5M | 0.1% | 00.0% | Unchanged | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 3,023,951 | $20.7M | 0.1% | +2,648,856+706.2% | Added | History |
| CABACabaletta Bio, Inc. | COM | 1,594,000 | $20.6M | 0.1% | +250,000+18.6% | Added | History |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $20.0M | 0.1% | −132,782−43.9% | Reduced | History |
| SMMTSummit Therapeutics Inc. | COM | 6,304,705 | $15.8M | 0.1% | 00.0% | Unchanged | History |
| ANABAnaptysbio, Inc | COM | 775,924 | $15.8M | 0.1% | 00.0% | Unchanged | History |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $15.1M | 0.1% | 00.0% | Unchanged | History |
| PACBPacific Biosciences of California, Inc. | COM | 1,127,782 | $15.0M | 0.1% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $14.6M | 0.1% | +876,117+308.5% | Added | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $13.4M | 0.1% | 00.0% | Unchanged | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,000,000 | $11.9M | 0.1% | +1,000,000 | New | History |
| SANASana Biotechnology, Inc. | COM | 2,000,000 | $11.9M | 0.1% | 00.0% | Unchanged | History |
| COGTCogent Biosciences, Inc. | COM | 979,600 | $11.6M | 0.1% | +979,600 | New | History |
| PNTPOINT Biopharma Global Inc. | COM | 1,169,103 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 10,969,282 | $10.1M | 0.1% | +1,138,405+11.6% | Added | History |
| NVTAInvitae Corp | COM | 8,881,104 | $10.0M | 0.1% | 00.0% | Unchanged | History |
| VSTMVerastem, Inc. | COM NEW | 1,336,485 | $9.94M | 0.1% | −790,302−37.2% | ReducedConverted for a 1-for-12 split | History |
| GERNGeron Corp | COM | 3,061,224 | $9.83M | 0.1% | 00.0% | Unchanged | History |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $9.43M | 0.1% | 00.0% | Unchanged | History |
| LONALeonaBio, Inc. | COM | 3,153,807 | $9.30M | 0.1% | +803,452+34.2% | Added | History |
| Avidity Biosciences, Inc.05370A108 | COM | 799,451 | $8.87M | 0.1% | −204,600−20.4% | Reduced | – |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $8.22M | <0.1% | 00.0% | Unchanged | History |
| FATEFate Therapeutics Inc | COM | 1,671,717 | $7.96M | <0.1% | 00.0% | Unchanged | History |
| ALLOAllogene Therapeutics, Inc. | COM | 1,576,901 | $7.84M | <0.1% | 00.0% | Unchanged | History |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,691,391 | $7.54M | <0.1% | 00.0% | Unchanged | History |
| INSMINSMED Inc | COM PAR $.01 | 343,000 | $7.24M | <0.1% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $6.96M | <0.1% | 00.0% | Unchanged | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 989,928 | $6.77M | <0.1% | 00.0% | Unchanged | History |
| SERASera Prognostics, Inc. | CLASS A COM | 1,777,435 | $5.86M | <0.1% | −11,565−0.6% | Reduced | History |
| ALECAlector, Inc. | COM | 964,851 | $5.80M | <0.1% | 00.0% | Unchanged | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $4.95M | <0.1% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 100,000 | $4.87M | <0.1% | 00.0% | Unchanged | History |
| MGNXMacrogenics Inc | COM | 892,579 | $4.78M | <0.1% | 00.0% | Unchanged | History |
| MREOMereo BioPharma Group plc | SPON ADS | 3,554,979 | $4.69M | <0.1% | +3,554,979 | New | History |
| ARAVAravive, Inc. | COM | 3,261,224 | $4.11M | <0.1% | 00.0% | Unchanged | History |
| Affimed N VN01045108 | COM | 6,596,830 | $3.95M | <0.1% | 00.0% | Unchanged | – |
| HOOKHOOKIPA Pharma Inc. | COM | 4,425,535 | $3.89M | <0.1% | +950,000+27.3% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $3.88M | <0.1% | 00.0% | Unchanged | History |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 1,000,000 | $3.81M | <0.1% | +1,000,000 | New | – |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $3.67M | <0.1% | +429,618+57.9% | AddedConverted for a 1-for-10 split | History |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $3.66M | <0.1% | +7,624,835 | New | History |
| IPSCCentury Therapeutics, Inc. | COM | 1,149,340 | $3.63M | <0.1% | 00.0% | Unchanged | History |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $3.57M | <0.1% | −800,000−42.4% | Reduced | History |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $3.46M | <0.1% | 00.0% | Unchanged | History |
| NGNENeurogene Inc. | COM | 3,821,740 | $3.17M | <0.1% | 00.0% | Unchanged | History |
| DSGNDesign Therapeutics, Inc. | COM | 500,000 | $3.15M | <0.1% | −126,884−20.2% | Reduced | History |
| XNCRXencor Inc | COM | 123,127 | $3.07M | <0.1% | 00.0% | Unchanged | History |
| TILInstil Bio, Inc. | COM | 5,273,789 | $2.91M | <0.1% | 00.0% | Unchanged | History |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $2.49M | <0.1% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 48,885 | $2.44M | <0.1% | 00.0% | Unchanged | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,557,149 | $2.42M | <0.1% | −34,217−1.3% | Reduced | – |
| VERAVera Therapeutics, Inc. | CL A | 146,464 | $2.35M | <0.1% | −186,869−56.1% | Reduced | History |
| PRAXPraxis Precision Medicines, Inc. | COM | 1,879,915 | $2.16M | <0.1% | 00.0% | Unchanged | History |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $2.02M | <0.1% | 00.0% | Unchanged | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $2.02M | <0.1% | 00.0% | Unchanged | History |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $1.99M | <0.1% | 00.0% | Unchanged | History |
| VORVor Biopharma Inc. | COM | 633,848 | $1.96M | <0.1% | 00.0% | Unchanged | History |
| KALAKALA BIO, Inc. | COMM STK | 116,213 | $1.70M | <0.1% | +39,400+51.3% | Added | History |
| CATXPerspective Therapeutics, Inc. | COM | 2,319,286 | $1.55M | <0.1% | +2,319,286 | New | History |
| SYRESpyre Therapeutics, Inc. | COM | 3,410,106 | $1.54M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (6)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| BPMCBlueprint Medicines Corp | COM | 333,665 | $15.0M | 0.1% | History |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $3.74M | <0.1% | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 744,186 | $2.16M | <0.1% | History |
| VERUVeru Inc. | COM | 1,609,579 | $1.87M | <0.1% | History |
| TCRRTCR2 Therapeutics Inc. | COM | 753,064 | $1.13M | <0.1% | History |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 249,123 | $82.2K | <0.1% | – |