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Livermore
Livermore
ZHEN

Baker Bros. Advisors LP

SEC CIK
0001263508
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
84
−17 vs. Q3 2023
Portfolio value
$8.79B
−$8.56B (−49.3%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Baker Bros. Advisors LP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
INCYIncyte CorpCOM36,179,122$2.27B25.8%+5560.0%AddedHistory
ONCBeOne Medicines Ltd.ADR10,568,897$1.91B21.7%−1,100,000−9.4%ReducedHistory
ACADAcadia Pharmaceuticals IncCOM42,864,612$1.34B15.3%00.0%UnchangedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM1,969,798$455.8M5.2%+424,685+27.5%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM6,398,365$294.1M3.3%−303,984−4.5%ReducedHistory
MRTXMirati Therapeutics, Inc.COM4,121,440$242.1M2.8%+2,711,656+192.3%AddedHistory
IMCRImmunocore Holdings plcADS2,520,731$172.2M2.0%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM5,995,928$152.7M1.7%+1,245,528+26.2%AddedHistory
RVMDRevolution Medicines, Inc.COM5,148,657$147.7M1.7%+2,457,164+91.3%AddedHistory
Invitae Corp46185LAD5Note 1.5% 4/1/2028–$131.2M1.5%–––
ABCLAbCellera Biologics Inc.COM22,909,753$130.8M1.5%+2,146,430+10.3%AddedHistory
ROIVRoivant Sciences Ltd.SHS7,593,024$85.3M1.0%−4,284,147−36.1%ReducedHistory
REPLReplimune Group, Inc.COM9,545,336$80.5M0.9%+4,967,056+108.5%AddedHistory
TRDAEntrada Therapeutics, Inc.COM4,865,819$73.4M0.8%00.0%UnchangedHistory
RAREUltragenyx Pharmaceutical Inc.COM1,466,547$70.1M0.8%+100,000+7.3%AddedHistory
CERECerevel Therapeutics Holdings, Inc.COM1,600,000$67.8M0.8%+1,600,000NewHistory
IMTXImmatics N.V.SHS5,838,853$61.5M0.7%+198,037+3.5%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM10,126,176$60.7M0.7%−2,584,642−20.3%ReducedHistory
ARGXArgenx SESPONSORED ADR151,215$57.5M0.7%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM2,607,196$56.0M0.6%+315,193+13.8%AddedHistory
AKROAkero Therapeutics, Inc.COM2,368,378$55.3M0.6%00.0%UnchangedHistory
KODKodiak Sciences Inc.COM17,310,490$52.6M0.6%00.0%UnchangedHistory
KNSAKiniksa Pharmaceuticals International, plcCOM CL A2,809,577$49.3M0.6%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM993,679$45.8M0.5%+242,040+32.2%AddedHistory
PRLDPrelude Therapeutics IncCOM10,123,824$43.2M0.5%00.0%UnchangedHistory
CERSCerus CorpCOM19,477,339$42.1M0.5%+2,237,838+13.0%AddedHistory
NRIXNurix Therapeutics, Inc.COM3,882,125$40.1M0.5%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM1,680,517$38.0M0.4%−282,962−14.4%ReducedHistory
IDYAIDEAYA Biosciences, Inc.COM1,062,123$37.8M0.4%00.0%UnchangedHistory
EWTXEdgewise Therapeutics, Inc.COM3,112,786$34.1M0.4%+2,063,087+196.5%AddedHistory
SERASera Prognostics, Inc.CLASS A COM5,434,399$32.5M0.4%+3,919,057+258.6%AddedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS1,790,390$32.4M0.4%+946,576+112.2%AddedHistory
IGMSIGM Biosciences, Inc.COM3,691,011$30.7M0.3%+533,247+16.9%AddedHistory
BMEABiomea Fusion, Inc.COM2,108,949$30.6M0.3%00.0%UnchangedHistory
GLUEMonte Rosa Therapeutics, Inc.COM4,916,095$27.8M0.3%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM1,691,530$23.6M0.3%+275,000+19.4%AddedHistory
KRYSKrystal Biotech, Inc.COM169,934$21.1M0.2%00.0%UnchangedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS2,080,000$20.9M0.2%+1,080,000+108.0%Added–
IMVTImmunovant, Inc.COM425,009$17.9M0.2%00.0%UnchangedHistory
TCRXTScan Therapeutics, Inc.COM2,784,792$16.2M0.2%00.0%UnchangedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock1,000,000$14.6M0.2%00.0%UnchangedHistory
DBVTDBV Technologies S.A.SPONSORED ADR14,614,264$13.9M0.2%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM1,160,117$12.8M0.1%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM2,006,451$11.0M0.1%00.0%UnchangedHistory
STOKStoke Therapeutics, Inc.COM2,030,134$10.7M0.1%+544,219+36.6%AddedHistory
TSVT2seventy bio, Inc.COMMON STOCK2,497,526$10.7M0.1%00.0%UnchangedHistory
INSMINSMED IncCOM PAR $.01343,000$10.6M0.1%00.0%UnchangedHistory
CLDXCelldex Therapeutics, Inc.COM NEW247,644$9.82M0.1%+247,644NewHistory
PRMEPrime Medicine, Inc.COM1,028,466$9.11M0.1%00.0%UnchangedHistory
NGNENeurogene Inc.COM453,516$8.79M0.1%+148,163+48.5%AddedConverted for a 1-for-4 splitHistory
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR10,969,282$8.70M0.1%00.0%UnchangedHistory
SANASana Biotechnology, Inc.COM2,000,000$8.16M0.1%00.0%UnchangedHistory
SGMTSagimet Biosciences Inc.COM SER A1,456,518$7.89M0.1%+641,159+78.6%AddedHistory
CELCCelcuity Inc.COM535,478$7.80M0.1%00.0%UnchangedHistory
LONALeonaBio, Inc.COM3,153,807$7.66M0.1%00.0%UnchangedHistory
CYVNYOpthea LtdSPONSORED ADS2,588,645$7.64M0.1%−102,246−3.8%ReducedHistory
TNGXTango Therapeutics, Inc.COM750,000$7.42M0.1%00.0%UnchangedHistory
TSHATaysha Gene Therapies, Inc.COM SHS4,004,756$7.09M0.1%+1,500,000+59.9%AddedHistory
HOOKHOOKIPA Pharma Inc.COM8,128,151$6.58M0.1%+62,753+0.8%AddedHistory
Invitae Corp46185LAH6DEBT 4.500% 3/1–$6.27M0.1%–––
MIRMMirum Pharmaceuticals, Inc.COM190,476$5.62M0.1%00.0%UnchangedHistory
XNCRXencor IncCOM245,431$5.21M0.1%+122,304+99.3%AddedHistory
CYPHCypherpunk Technologies Inc.COM NEW1,172,175$4.86M0.1%00.0%UnchangedHistory
DSGNDesign Therapeutics, Inc.COM1,500,000$3.98M<0.1%00.0%UnchangedHistory
TLISTalis Biomedical CorpCOM508,323$3.79M<0.1%00.0%UnchangedHistory
CATXPerspective Therapeutics, Inc.COM7,639,703$3.07M<0.1%00.0%UnchangedHistory
PCVXVaxcyte, Inc.COM48,885$3.07M<0.1%00.0%UnchangedHistory
PRAXPraxis Precision Medicines, Inc.COM131,533$2.93M<0.1%+6,205+5.0%AddedConverted for a 1-for-15 splitHistory
IPSCCentury Therapeutics, Inc.COM797,460$2.65M<0.1%−351,880−30.6%ReducedHistory
MRSNMersana Therapeutics, Inc.COM1,086,115$2.52M<0.1%00.0%UnchangedHistory
CMPXCompass Therapeutics, Inc.COM1,557,630$2.43M<0.1%00.0%UnchangedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS2,102,792$1.87M<0.1%−454,357−17.8%Reduced–
KALAKALA BIO, Inc.COMM STK266,613$1.87M<0.1%00.0%UnchangedHistory
ALGSAligos Therapeutics, Inc.COM2,076,400$1.38M<0.1%00.0%UnchangedHistory
NVTAInvitae CorpCOM1,764,546$1.11M<0.1%00.0%UnchangedHistory
PFEPfizer IncStock35,000$1.01M<0.1%+35,000NewHistory
PMVPPMV Pharmaceuticals, Inc.COM322,024$998.3K<0.1%00.0%UnchangedHistory
WHWKWhitehawk Therapeutics, Inc.COM251,727$508.5K<0.1%−738,201−74.6%ReducedHistory
TARAProtara Therapeutics, Inc.COM STK199,671$374.4K<0.1%00.0%UnchangedHistory
CABACabaletta Bio, Inc.COM13,331$302.6K<0.1%−1,580,669−99.2%ReducedHistory
FHTXFoghorn Therapeutics Inc.COM45,027$290.4K<0.1%00.0%UnchangedHistory
BCELAtreca, Inc.CL A COM2,177,499$287.4K<0.1%−1,355,261−38.4%ReducedHistory
TYRATyra Biosciences, Inc.COM10,607$146.9K<0.1%+10,607NewHistory
Surrozen, Inc.86889P117*W EXP 08/01/203833,333$16.2K<0.1%00.0%Unchanged–

Sold out since Q3 2023 (21)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Baker Bros. Advisors LP sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
SGENSeagen Inc.COM44,554,162$9.45B54.5%History
BMRNBiomarin Pharmaceutical IncCOM3,810,248$337.1M1.9%History
SWTXSpringWorks Therapeutics, Inc.COM2,999,846$69.4M0.4%History
COGTCogent Biosciences, Inc.COM1,292,966$12.6M0.1%History
PACBPacific Biosciences of California, Inc.COM1,127,782$9.42M0.1%History
HRTXHeron Therapeutics, Inc.COM8,131,678$8.38M<0.1%History
ARVNArvinas, Inc.COM413,481$8.12M<0.1%History
BLUEbluebird bio, Inc.COM2,499,715$7.60M<0.1%History
GERNGeron CorpCOM3,061,224$6.49M<0.1%History
ALECAlector, Inc.COM964,851$6.25M<0.1%History
SMMTSummit Therapeutics Inc.COM3,140,473$5.87M<0.1%History
MORFMorphic Holding, Inc.COM215,800$4.94M<0.1%History
NTRANatera, Inc.COM100,000$4.42M<0.1%History
Affimed N VN01045108COM4,448,644$2.13M<0.1%–
TILInstil Bio, Inc.COM4,704,395$2.01M<0.1%History
ANABAnaptysbio, IncCOM106,197$1.91M<0.1%History
PNTPOINT Biopharma Global Inc.COM249,968$1.67M<0.1%History
ITOSiTeos Therapeutics, Inc.COM150,346$1.65M<0.1%History
VORVor Biopharma Inc.COM633,848$1.34M<0.1%History
Avidity Biosciences, Inc.05370A108COM166,347$1.06M<0.1%–
Genetron Hldgs Ltd37186H100ADS455,306$369.8K<0.1%–