Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 93
- −2 vs. Q2 2024
- Portfolio value
- $9.65B
- +$1.82B (+23.3%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ONCBeOne Medicines Ltd. | ADR | 10,568,897 | $2.37B | 24.6% | 00.0% | Unchanged | History |
| INCYIncyte Corp | COM | 30,739,020 | $2.03B | 21.1% | +4960.0% | Added | History |
| ACADAcadia Pharmaceuticals Inc | COM | 42,877,916 | $659.5M | 6.8% | 00.0% | Unchanged | History |
| SMMTSummit Therapeutics Inc. | COM | 24,424,865 | $534.9M | 5.5% | +1,202,643+5.2% | Added | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,974,590 | $419.0M | 4.3% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 7,569,090 | $343.3M | 3.6% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,398,366 | $335.2M | 3.5% | +10.0% | Added | History |
| INSMINSMED Inc | COM PAR $.01 | 4,415,918 | $322.4M | 3.3% | +839,880+23.5% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 5,995,929 | $283.8M | 2.9% | +10.0% | Added | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 9,399,960 | $212.7M | 2.2% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,840,059 | $155.9M | 1.6% | 00.0% | Unchanged | History |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $121.1M | 1.3% | +1,000,000+10.0% | Added | History |
| ALKSAlkermes plc. | SHS | 4,181,751 | $117.0M | 1.2% | 00.0% | Unchanged | History |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $108.7M | 1.1% | 00.0% | Unchanged | History |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $98.3M | 1.0% | – | – | – |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,576,114 | $87.6M | 0.9% | +109,567+7.5% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $87.2M | 0.9% | 00.0% | Unchanged | History |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $77.8M | 0.8% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 6,443,398 | $73.5M | 0.8% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $71.6M | 0.7% | 00.0% | Unchanged | History |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,818,323 | $70.4M | 0.7% | 00.0% | Unchanged | History |
| IGMSIGM Biosciences, Inc. | COM | 4,092,310 | $67.7M | 0.7% | +1,9940.0% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 111,904 | $60.7M | 0.6% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 4,368,443 | $53.7M | 0.6% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 1,515,318 | $47.2M | 0.5% | 00.0% | Unchanged | History |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $45.2M | 0.5% | 00.0% | Unchanged | History |
| SERASera Prognostics, Inc. | CLASS A COM | 5,434,399 | $42.4M | 0.4% | 00.0% | Unchanged | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 843,075 | $39.6M | 0.4% | +743,075+743.1% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 993,679 | $39.1M | 0.4% | 00.0% | Unchanged | History |
| IMVTImmunovant, Inc. | COM | 1,225,410 | $34.9M | 0.4% | +760,692+163.7% | Added | History |
| CERSCerus Corp | COM | 19,477,339 | $33.9M | 0.4% | 00.0% | Unchanged | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $33.6M | 0.3% | 00.0% | Unchanged | History |
| ROIVRoivant Sciences Ltd. | SHS | 2,798,716 | $32.3M | 0.3% | 00.0% | Unchanged | History |
| AKROAkero Therapeutics, Inc. | COM | 1,097,082 | $31.5M | 0.3% | 00.0% | Unchanged | History |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $30.9M | 0.3% | 00.0% | Unchanged | History |
| CELCCelcuity Inc. | COM | 1,874,978 | $28.0M | 0.3% | 00.0% | Unchanged | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $26.1M | 0.3% | 00.0% | Unchanged | History |
| DYNDyne Therapeutics, Inc. | COM | 672,096 | $24.1M | 0.3% | 00.0% | Unchanged | History |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $21.3M | 0.2% | 00.0% | Unchanged | History |
| BCAXBicara Therapeutics Inc. | COM | 833,333 | $21.2M | 0.2% | +833,333 | New | History |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $21.0M | 0.2% | 00.0% | Unchanged | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,227,178 | $19.6M | 0.2% | +677,966+123.4% | Added | History |
| NGNENeurogene Inc. | COM | 456,015 | $19.1M | 0.2% | 00.0% | Unchanged | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 323,105 | $18.6M | 0.2% | +191,572+145.6% | Added | History |
| ALMSAlumis Inc. | COM | 1,562,500 | $16.7M | 0.2% | 00.0% | Unchanged | History |
| MRUSMerus N.V. | COM | 300,000 | $15.0M | 0.2% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $13.9M | 0.1% | 00.0% | Unchanged | History |
| NMRANeumora Therapeutics, Inc. | COM | 1,034,600 | $13.7M | 0.1% | 00.0% | Unchanged | History |
| XNCRXencor Inc | COM | 670,431 | $13.5M | 0.1% | +125,000+22.9% | Added | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $11.8M | 0.1% | 00.0% | Unchanged | History |
| FATEFate Therapeutics Inc | COM | 2,997,772 | $10.5M | 0.1% | 00.0% | Unchanged | History |
| ARVNArvinas, Inc. | COM | 405,576 | $9.99M | 0.1% | +405,576 | New | History |
| SANASana Biotechnology, Inc. | COM | 2,380,949 | $9.90M | 0.1% | 00.0% | Unchanged | History |
| DSGNDesign Therapeutics, Inc. | COM | 1,743,725 | $9.38M | 0.1% | +48,431+2.9% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 223,470 | $8.95M | 0.1% | +223,470 | New | History |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,173,622 | $8.85M | 0.1% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 247,644 | $8.42M | 0.1% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $8.21M | 0.1% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $8.19M | 0.1% | 00.0% | Unchanged | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $8.05M | 0.1% | 00.0% | Unchanged | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 190,476 | $7.43M | 0.1% | 00.0% | Unchanged | History |
| CTNMContineum Therapeutics, Inc. | CL A | 312,500 | $5.98M | 0.1% | 00.0% | Unchanged | History |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $5.78M | 0.1% | 00.0% | Unchanged | History |
| SKYESkye Bioscience, Inc. | COM NEW | 1,434,634 | $5.61M | 0.1% | +934,634+186.9% | Added | History |
| PCVXVaxcyte, Inc. | COM | 48,885 | $5.59M | 0.1% | 00.0% | Unchanged | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 103,927 | $5.31M | 0.1% | 00.0% | Unchanged | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 7,307,131 | $5.11M | 0.1% | 00.0% | Unchanged | History |
| KALAKALA BIO, Inc. | COMM STK | 891,335 | $5.08M | 0.1% | 00.0% | Unchanged | History |
| GBIOGeneration Bio Co. | COM | 1,944,945 | $4.80M | <0.1% | +737,988+61.1% | Added | History |
| ALECAlector, Inc. | COM | 927,264 | $4.32M | <0.1% | 00.0% | Unchanged | History |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $3.98M | <0.1% | 00.0% | Unchanged | History |
| SGMTSagimet Biosciences Inc. | COM SER A | 1,381,898 | $3.83M | <0.1% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 85,500 | $3.75M | <0.1% | +85,500 | New | History |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 151,329 | $3.51M | <0.1% | 00.0% | Unchanged | History |
| HOOKHOOKIPA Pharma Inc. | COM | 812,814 | $3.50M | <0.1% | 00.0% | UnchangedConverted for a 1-for-10 split | History |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $3.01M | <0.1% | 00.0% | Unchanged | History |
| ELVNEnliven Therapeutics, Inc. | COM | 114,833 | $2.93M | <0.1% | 00.0% | Unchanged | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $2.87M | <0.1% | 00.0% | Unchanged | History |
| WVEWave Life Sciences, Inc. | SHS | 344,063 | $2.82M | <0.1% | +344,063 | New | History |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $2.05M | <0.1% | 00.0% | Unchanged | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 96,711 | $1.61M | <0.1% | −116−0.1% | Reduced | History |
| IPSCCentury Therapeutics, Inc. | COM | 797,460 | $1.36M | <0.1% | 00.0% | Unchanged | History |
| VTVTvTv Therapeutics Inc. | CL A NEW | 97,314 | $1.32M | <0.1% | 00.0% | Unchanged | History |
| JBIOJade Biosciences, Inc. | COM | 628,939 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 35,000 | $1.01M | <0.1% | 00.0% | Unchanged | History |
| TARAProtara Therapeutics, Inc. | COM STK | 536,832 | $982.4K | <0.1% | 00.0% | Unchanged | History |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $719.3K | <0.1% | 00.0% | UnchangedConverted for a 1-for-25 split | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 75,778 | $575.9K | <0.1% | 00.0% | Unchanged | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $479.8K | <0.1% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 45,027 | $419.2K | <0.1% | 00.0% | Unchanged | History |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 52,885 | $370.2K | <0.1% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $249.4K | <0.1% | 00.0% | Unchanged | History |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $8.58K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2024 (7)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| INSMED Inc457669AA7 | NOTE 1.750% 1/1 | – | $56.2M | 0.7% | – |
| CERECerevel Therapeutics Holdings, Inc. | COM | 683,588 | $28.0M | 0.4% | History |
| LONALeonaBio, Inc. | COM | 3,153,807 | $8.36M | 0.1% | History |
| TLISTalis Biomedical Corp | COM | 508,323 | $4.40M | 0.1% | History |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 2,343,695 | $2.28M | <0.1% | History |
| SAGESage Therapeutics, Inc. | COM | 171,026 | $1.86M | <0.1% | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,108,767 | $903.6K | <0.1% | – |