Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 87
- +3 vs. Q4 2023
- Portfolio value
- $7.97B
- −$816.9M (−9.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INCYIncyte Corp | COM | 36,179,665 | $2.06B | 25.9% | +5430.0% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 10,568,897 | $1.65B | 20.7% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 42,864,612 | $792.6M | 9.9% | 00.0% | Unchanged | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,969,798 | $526.0M | 6.6% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,398,365 | $277.2M | 3.5% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 7,549,249 | $243.3M | 3.1% | +2,400,592+46.6% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 5,995,928 | $241.0M | 3.0% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $124.7M | 1.6% | +4,615,887+20.1% | Added | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 4,942,823 | $123.1M | 1.5% | +3,152,433+176.1% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,840,059 | $106.5M | 1.3% | +2,727,273+87.6% | Added | History |
| IMCRImmunocore Holdings plc | ADS | 1,515,318 | $98.5M | 1.2% | −1,005,413−39.9% | Reduced | History |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $91.1M | 1.1% | 00.0% | Unchanged | History |
| ROIVRoivant Sciences Ltd. | SHS | 7,413,834 | $78.1M | 1.0% | −179,190−2.4% | Reduced | History |
| REPLReplimune Group, Inc. | COM | 9,545,336 | $78.0M | 1.0% | 00.0% | Unchanged | History |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $76.6M | 1.0% | +1,124,499+43.1% | Added | History |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $68.9M | 0.9% | 00.0% | Unchanged | History |
| AKROAkero Therapeutics, Inc. | COM | 2,713,205 | $68.5M | 0.9% | +344,827+14.6% | Added | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,466,547 | $68.5M | 0.9% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 6,443,398 | $67.7M | 0.8% | +604,545+10.4% | Added | History |
| CERECerevel Therapeutics Holdings, Inc. | COM | 1,600,000 | $67.6M | 0.8% | 00.0% | Unchanged | History |
| ARGXArgenx SE | SPONSORED ADR | 151,215 | $59.5M | 0.7% | 00.0% | Unchanged | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $57.1M | 0.7% | 00.0% | Unchanged | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,809,577 | $55.4M | 0.7% | 00.0% | Unchanged | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 10,126,176 | $51.4M | 0.6% | 00.0% | Unchanged | History |
| JBIOJade Biosciences, Inc. | COM | 1,680,517 | $49.7M | 0.6% | 00.0% | Unchanged | History |
| SERASera Prognostics, Inc. | CLASS A COM | 5,434,399 | $49.5M | 0.6% | 00.0% | Unchanged | History |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $48.0M | 0.6% | 00.0% | Unchanged | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $46.6M | 0.6% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 3,368,443 | $45.5M | 0.6% | +1,338,309+65.9% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 993,679 | $42.8M | 0.5% | 00.0% | Unchanged | History |
| IGMSIGM Biosciences, Inc. | COM | 4,088,322 | $39.5M | 0.5% | +397,311+10.8% | Added | History |
| CERSCerus Corp | COM | 19,477,339 | $36.8M | 0.5% | 00.0% | Unchanged | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $34.7M | 0.4% | 00.0% | Unchanged | History |
| CELCCelcuity Inc. | COM | 1,552,478 | $33.5M | 0.4% | +1,017,000+189.9% | Added | History |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $31.5M | 0.4% | 00.0% | Unchanged | History |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $30.2M | 0.4% | 00.0% | Unchanged | History |
| SANASana Biotechnology, Inc. | COM | 2,380,949 | $23.8M | 0.3% | +380,949+19.0% | Added | History |
| NGNENeurogene Inc. | COM | 456,015 | $23.2M | 0.3% | +2,499+0.6% | Added | History |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $22.5M | 0.3% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $22.1M | 0.3% | 00.0% | Unchanged | History |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 10,787,022 | $17.0M | 0.2% | −182,260−1.7% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 425,009 | $13.7M | 0.2% | 00.0% | Unchanged | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $13.4M | 0.2% | 00.0% | Unchanged | History |
| FATEFate Therapeutics Inc | COM | 1,818,181 | $13.3M | 0.2% | +1,818,181 | New | History |
| XNCRXencor Inc | COM | 545,431 | $12.1M | 0.2% | +300,000+122.2% | Added | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $11.5M | 0.1% | 00.0% | Unchanged | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $10.9M | 0.1% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 247,644 | $10.4M | 0.1% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $9.63M | 0.1% | 00.0% | Unchanged | History |
| INSMINSMED Inc | COM PAR $.01 | 343,000 | $9.31M | 0.1% | 00.0% | Unchanged | History |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,177,826 | $8.95M | 0.1% | −410,819−15.9% | Reduced | History |
| NMRANeumora Therapeutics, Inc. | COM | 633,851 | $8.72M | 0.1% | +633,851 | New | History |
| LONALeonaBio, Inc. | COM | 3,153,807 | $8.64M | 0.1% | 00.0% | Unchanged | History |
| DYNDyne Therapeutics, Inc. | COM | 285,000 | $8.09M | 0.1% | +285,000 | New | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 131,533 | $8.03M | 0.1% | +131,533 | New | History |
| SAGESage Therapeutics, Inc. | COM | 407,217 | $7.63M | 0.1% | +407,217 | New | History |
| SGMTSagimet Biosciences Inc. | COM SER A | 1,381,898 | $7.49M | 0.1% | −74,620−5.1% | Reduced | History |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $7.20M | 0.1% | 00.0% | Unchanged | History |
| DSGNDesign Therapeutics, Inc. | COM | 1,662,120 | $6.70M | 0.1% | +162,120+10.8% | Added | History |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $5.96M | 0.1% | 00.0% | Unchanged | History |
| HOOKHOOKIPA Pharma Inc. | COM | 8,128,151 | $5.79M | 0.1% | 00.0% | Unchanged | History |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $4.87M | 0.1% | 00.0% | Unchanged | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 190,476 | $4.78M | 0.1% | 00.0% | Unchanged | History |
| TLISTalis Biomedical Corp | COM | 508,323 | $4.45M | 0.1% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 48,885 | $3.34M | <0.1% | 00.0% | Unchanged | History |
| IPSCCentury Therapeutics, Inc. | COM | 797,460 | $3.33M | <0.1% | 00.0% | Unchanged | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 81,578 | $3.23M | <0.1% | +81,578 | New | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 100,000 | $3.19M | <0.1% | +100,000 | New | History |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $3.12M | <0.1% | 00.0% | Unchanged | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $3.08M | <0.1% | 00.0% | Unchanged | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 96,827 | $2.29M | <0.1% | +96,827 | New | History |
| VTVTvTv Therapeutics Inc. | CL A NEW | 97,314 | $2.29M | <0.1% | +97,314 | New | History |
| KALAKALA BIO, Inc. | COMM STK | 266,613 | $2.12M | <0.1% | 00.0% | Unchanged | History |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $2.03M | <0.1% | 00.0% | Unchanged | History |
| ELVNEnliven Therapeutics, Inc. | COM | 114,833 | $2.02M | <0.1% | +114,833 | New | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,208,775 | $1.51M | <0.1% | −894,017−42.5% | Reduced | – |
| GBIOGeneration Bio Co. | COM | 371,219 | $1.51M | <0.1% | +371,219 | New | History |
| MURAMural Oncology plc | ORD SHS | 222,503 | $1.09M | <0.1% | +222,503 | New | History |
| PFEPfizer Inc | Stock | 35,000 | $971.3K | <0.1% | 00.0% | Unchanged | History |
| TARAProtara Therapeutics, Inc. | COM STK | 199,671 | $800.7K | <0.1% | 00.0% | Unchanged | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $547.4K | <0.1% | 00.0% | Unchanged | History |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 52,885 | $378.1K | <0.1% | +52,885 | New | History |
| FHTXFoghorn Therapeutics Inc. | COM | 45,027 | $302.1K | <0.1% | 00.0% | Unchanged | History |
| CABACabaletta Bio, Inc. | COM | 13,331 | $227.4K | <0.1% | 00.0% | Unchanged | History |
| CATXPerspective Therapeutics, Inc. | COM | 149,787 | $178.2K | <0.1% | −7,489,916−98.0% | Reduced | History |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $174.0K | <0.1% | 00.0% | Unchanged | History |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $25.2K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2023 (10)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| MRTXMirati Therapeutics, Inc. | COM | 4,121,440 | $242.1M | 2.8% | History |
| Invitae Corp46185LAD5 | Note 1.5% 4/1/2028 | – | $131.2M | 1.5% | – |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 2,080,000 | $20.9M | 0.2% | – |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,000,000 | $14.6M | 0.2% | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $11.0M | 0.1% | History |
| Invitae Corp46185LAH6 | DEBT 4.500% 3/1 | – | $6.27M | 0.1% | – |
| PRAXPraxis Precision Medicines, Inc. | COM | 131,533 | $2.93M | <0.1% | History |
| NVTAInvitae Corp | COM | 1,764,546 | $1.11M | <0.1% | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 251,727 | $508.5K | <0.1% | History |
| BCELAtreca, Inc. | CL A COM | 2,177,499 | $287.4K | <0.1% | History |