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 |
|---|---|---|---|---|---|---|---|
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $151.1M | 0.9% | 00.0% | Unchanged | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,810,248 | $330.3M | 1.9% | 00.0% | Unchanged | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,545,113 | $356.9M | 2.1% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 42,864,612 | $1.03B | 5.9% | +926,126+2.2% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $2.08B | 12.0% | 00.0% | Unchanged | History |
| INCYIncyte Corp | COM | 36,178,056 | $2.25B | 13.0% | +2,6560.0% | Added | History |
| SGENSeagen Inc. | COM | 44,554,162 | $8.57B | 49.6% | −2,359,607−5.0% | Reduced | 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% | – |