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Livermore
Livermore
ZHEN

Baker Bros. Advisors LP

SEC CIK
0001263508
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
101
−6 vs. Q2 2023
Portfolio value
$17.4B
+$71.8M (+0.4%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Baker Bros. Advisors LP in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SGENSeagen Inc.COM44,554,162$9.45B54.5%00.0%UnchangedHistory
ONCBeOne Medicines Ltd.ADR11,668,897$2.10B12.1%00.0%UnchangedHistory
INCYIncyte CorpCOM36,178,566$2.09B12.0%+5100.0%AddedHistory
ACADAcadia Pharmaceuticals IncCOM42,864,612$893.3M5.1%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM3,810,248$337.1M1.9%00.0%UnchangedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM1,545,113$225.6M1.3%00.0%UnchangedHistory
RYTMRhythm Pharmaceuticals, Inc.COM6,702,349$153.7M0.9%+204,082+3.1%AddedHistory
ROIVRoivant Sciences Ltd.SHS11,877,171$138.7M0.8%+2,448,579+26.0%AddedHistory
IMCRImmunocore Holdings plcADS2,520,731$130.8M0.8%00.0%UnchangedHistory
Invitae Corp46185LAD5Note 1.5% 4/1/2028–$130.4M0.8%–––
AKROAkero Therapeutics, Inc.COM2,368,378$119.8M0.7%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM20,763,323$95.5M0.6%+4,313,143+26.2%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM12,710,818$90.0M0.5%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM4,578,280$78.3M0.5%00.0%UnchangedHistory
TRDAEntrada Therapeutics, Inc.COM4,865,819$76.9M0.4%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM2,691,493$74.5M0.4%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR151,215$74.3M0.4%−128,944−46.0%ReducedHistory
SWTXSpringWorks Therapeutics, Inc.COM2,999,846$69.4M0.4%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM4,750,400$66.0M0.4%+375,060+8.6%AddedHistory
IMTXImmatics N.V.SHS5,640,816$65.3M0.4%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM1,409,784$61.4M0.4%00.0%UnchangedHistory
KNSAKiniksa Pharmaceuticals International, plcCOM CL A2,809,577$48.8M0.3%00.0%UnchangedHistory
RAREUltragenyx Pharmaceutical Inc.COM1,366,547$48.7M0.3%+583,488+74.5%AddedHistory
DNLIDenali Therapeutics Inc.COM2,292,003$47.3M0.3%+836,681+57.5%AddedHistory
PRLDPrelude Therapeutics IncCOM10,123,824$31.3M0.2%00.0%UnchangedHistory
KODKodiak Sciences Inc.COM17,310,490$31.2M0.2%00.0%UnchangedHistory
NRIXNurix Therapeutics, Inc.COM3,882,125$30.5M0.2%00.0%UnchangedHistory
BMEABiomea Fusion, Inc.COM2,108,949$29.0M0.2%00.0%UnchangedHistory
IDYAIDEAYA Biosciences, Inc.COM1,062,123$28.7M0.2%00.0%UnchangedHistory
CERSCerus CorpCOM17,239,501$27.9M0.2%+1,171,943+7.3%AddedHistory
JBIOJade Biosciences, Inc.COM1,963,479$26.6M0.2%00.0%UnchangedHistory
IGMSIGM Biosciences, Inc.COM3,157,764$26.4M0.2%+5540.0%AddedHistory
XENEXenon Pharmaceuticals Inc.COM751,639$25.7M0.1%00.0%UnchangedHistory
CABACabaletta Bio, Inc.COM1,594,000$24.3M0.1%00.0%UnchangedHistory
GLUEMonte Rosa Therapeutics, Inc.COM4,916,095$23.5M0.1%+1,892,144+62.6%AddedHistory
DBVTDBV Technologies S.A.SPONSORED ADR14,614,264$19.9M0.1%00.0%UnchangedHistory
KRYSKrystal Biotech, Inc.COM169,934$19.7M0.1%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM1,416,530$18.8M0.1%00.0%UnchangedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS843,814$17.0M0.1%00.0%UnchangedHistory
IMVTImmunovant, Inc.COM425,009$16.3M0.1%+425,009NewHistory
COGTCogent Biosciences, Inc.COM1,292,966$12.6M0.1%+313,366+32.0%AddedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock1,000,000$12.3M0.1%00.0%UnchangedHistory
PRMEPrime Medicine, Inc.COM1,028,466$9.81M0.1%00.0%UnchangedHistory
TSVT2seventy bio, Inc.COMMON STOCK2,497,526$9.79M0.1%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM1,160,117$9.76M0.1%00.0%UnchangedHistory
PACBPacific Biosciences of California, Inc.COM1,127,782$9.42M0.1%00.0%UnchangedHistory
INSMINSMED IncCOM PAR $.01343,000$8.66M<0.1%00.0%UnchangedHistory
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR10,969,282$8.56M<0.1%00.0%UnchangedHistory
TNGXTango Therapeutics, Inc.COM750,000$8.45M<0.1%00.0%UnchangedHistory
HRTXHeron Therapeutics, Inc.COM8,131,678$8.38M<0.1%00.0%UnchangedHistory
ARVNArvinas, Inc.COM413,481$8.12M<0.1%+413,481NewHistory
TSHATaysha Gene Therapies, Inc.COM SHS2,504,756$7.92M<0.1%+2,504,756NewHistory
SANASana Biotechnology, Inc.COM2,000,000$7.74M<0.1%00.0%UnchangedHistory
BLUEbluebird bio, Inc.COM2,499,715$7.60M<0.1%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM2,006,451$7.58M<0.1%00.0%UnchangedHistory
SGMTSagimet Biosciences Inc.COM SER A815,359$7.18M<0.1%+815,359NewHistory
TCRXTScan Therapeutics, Inc.COM2,784,792$7.13M<0.1%00.0%UnchangedHistory
GERNGeron CorpCOM3,061,224$6.49M<0.1%00.0%UnchangedHistory
LONALeonaBio, Inc.COM3,153,807$6.37M<0.1%00.0%UnchangedHistory
ALECAlector, Inc.COM964,851$6.25M<0.1%00.0%UnchangedHistory
Invitae Corp46185LAH6DEBT 4.500% 3/1–$6.21M<0.1%–New–
MIRMMirum Pharmaceuticals, Inc.COM190,476$6.02M<0.1%+190,476NewHistory
EWTXEdgewise Therapeutics, Inc.COM1,049,699$6.01M<0.1%+549,699+109.9%AddedHistory
SMMTSummit Therapeutics Inc.COM3,140,473$5.87M<0.1%−3,164,232−50.2%ReducedHistory
STOKStoke Therapeutics, Inc.COM1,485,915$5.85M<0.1%−644,323−30.2%ReducedHistory
HOOKHOOKIPA Pharma Inc.COM8,065,398$4.97M<0.1%+3,639,863+82.2%AddedHistory
MORFMorphic Holding, Inc.COM215,800$4.94M<0.1%+215,800NewHistory
CELCCelcuity Inc.COM535,478$4.89M<0.1%+535,478NewHistory
NGNENeurogene Inc.COM NEW1,221,414$4.82M<0.1%+457,066+59.8%AddedConverted for a 1-for-5 splitHistory
WHWKWhitehawk Therapeutics, Inc.COM989,928$4.79M<0.1%00.0%UnchangedHistory
CYVNYOpthea LtdSPONSORED ADS2,690,891$4.69M<0.1%−5000.0%ReducedHistory
NTRANatera, Inc.COM100,000$4.42M<0.1%00.0%UnchangedHistory
DSGNDesign Therapeutics, Inc.COM1,500,000$3.54M<0.1%+1,000,000+200.0%AddedHistory
PRAXPraxis Precision Medicines, Inc.COM1,879,915$3.21M<0.1%00.0%UnchangedHistory
CMPXCompass Therapeutics, Inc.COM1,557,630$3.07M<0.1%00.0%UnchangedHistory
TLISTalis Biomedical CorpCOM508,323$2.93M<0.1%00.0%UnchangedConverted for a 1-for-15 splitHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS1,000,000$2.88M<0.1%00.0%Unchanged–
SERASera Prognostics, Inc.CLASS A COM1,515,342$2.82M<0.1%−262,093−14.7%ReducedHistory
PCVXVaxcyte, Inc.COM48,885$2.49M<0.1%00.0%UnchangedHistory
XNCRXencor IncCOM123,127$2.48M<0.1%00.0%UnchangedHistory
KALAKALA BIO, Inc.COMM STK266,613$2.37M<0.1%+150,400+129.4%AddedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS2,557,149$2.33M<0.1%00.0%Unchanged–
IPSCCentury Therapeutics, Inc.COM1,149,340$2.30M<0.1%00.0%UnchangedHistory
Affimed N VN01045108COM4,448,644$2.13M<0.1%−2,148,186−32.6%Reduced–
CATXPerspective Therapeutics, Inc.COM7,639,703$2.09M<0.1%+5,320,417+229.4%AddedHistory
TILInstil Bio, Inc.COM4,704,395$2.01M<0.1%−569,394−10.8%ReducedHistory
PMVPPMV Pharmaceuticals, Inc.COM322,024$1.98M<0.1%00.0%UnchangedHistory
ANABAnaptysbio, IncCOM106,197$1.91M<0.1%−669,727−86.3%ReducedHistory
PNTPOINT Biopharma Global Inc.COM249,968$1.67M<0.1%−919,135−78.6%ReducedHistory
ITOSiTeos Therapeutics, Inc.COM150,346$1.65M<0.1%00.0%UnchangedHistory
CYPHCypherpunk Technologies Inc.COM NEW1,172,175$1.62M<0.1%00.0%UnchangedHistory
ALGSAligos Therapeutics, Inc.COM2,076,400$1.55M<0.1%00.0%UnchangedHistory
MRSNMersana Therapeutics, Inc.COM1,086,115$1.38M<0.1%00.0%UnchangedHistory
VORVor Biopharma Inc.COM633,848$1.34M<0.1%00.0%UnchangedHistory
NVTAInvitae CorpCOM1,764,546$1.07M<0.1%−7,116,558−80.1%ReducedHistory
Avidity Biosciences, Inc.05370A108COM166,347$1.06M<0.1%−633,104−79.2%Reduced–
BCELAtreca, Inc.CL A COM3,532,760$922.0K<0.1%00.0%UnchangedHistory
Genetron Hldgs Ltd37186H100ADS455,306$369.8K<0.1%00.0%Unchanged–
TARAProtara Therapeutics, Inc.COM STK199,671$333.5K<0.1%00.0%UnchangedHistory
FHTXFoghorn Therapeutics Inc.COM45,027$225.1K<0.1%00.0%UnchangedHistory

Sold out since Q2 2023 (14)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Baker Bros. Advisors LP sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
KDNYChinook Therapeutics, Inc.COM1,455,202$55.9M0.3%History
DICEDICE Therapeutics, Inc.COM1,035,786$48.1M0.3%History
IMGNImmunoGen, Inc.COM1,520,097$28.7M0.2%History
VSTMVerastem, Inc.COM NEW1,336,485$9.94M0.1%History
FATEFate Therapeutics IncCOM1,671,717$7.96M<0.1%History
ALLOAllogene Therapeutics, Inc.COM1,576,901$7.84M<0.1%History
MGNXMacrogenics IncCOM892,579$4.78M<0.1%History
MREOMereo BioPharma Group plcSPON ADS3,554,979$4.69M<0.1%History
ARAVAravive, Inc.COM3,261,224$4.11M<0.1%History
VERAVera Therapeutics, Inc.CL A146,464$2.35M<0.1%History
SYRESpyre Therapeutics, Inc.COM3,410,106$1.54M<0.1%History
KYNBKyntra Bio, Inc.COM238,084$642.8K<0.1%History
NKTXNkarta, Inc.COM271,329$594.2K<0.1%History
VINCVincerx Pharma, Inc.COM NEW225,579$293.3K<0.1%History