Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 120
- 較 2021 年第 1 季 −6
- 總值
- $227.7 億
- 較 2021 年第 1 季 −$2.95 億 (−1.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 47,288,259 | $74.7 億 | 32.8% | +17,5000.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $40.0 億 | 17.6% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 32,021,732 | $26.9 億 | 11.8% | +20,345+0.1% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 14,137,881 | $13.1 億 | 5.8% | +257,929+1.9% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 41,910,704 | $10.2 億 | 4.5% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,589,294 | $6.33 億 | 2.8% | 00.0% | 不變 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 3,540,270 | $4.66 億 | 2.0% | 00.0% | 不變 | 歷史 |
| NVTAInvitae Corp | COM | 10,248,575 | $3.46 億 | 1.5% | −5,500,607−34.9% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 1,119,557 | $3.37 億 | 1.5% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $2.90 億 | 1.3% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,156,102 | $2.63 億 | 1.2% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 10,450,180 | $2.30 億 | 1.0% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $2.28 億 | 1.0% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $2.01 億 | 0.9% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,499,213 | $1.46 億 | 0.6% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 2,271,917 | $1.44 億 | 0.6% | +597,913+35.7% | 加碼 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $1.26 億 | 0.6% | +2,136,974+35.6% | 加碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 26,453,422 | $1.16 億 | 0.5% | 00.0% | 不變 | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 3,217,441 | $1.13 億 | 0.5% | 00.0% | 不變 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 3,201,972 | $1.12 億 | 0.5% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,730 | $9,844 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 1,959,211 | $9,502 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM | 21,491,630 | $8,747 萬 | 0.4% | +4,472,336+26.3% | 加碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $8,535 萬 | 0.4% | +1,416,530 | 新進 | 歷史 |
| TLISTalis Biomedical Corp | COM | 7,574,835 | $8,355 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 13,713,195 | $8,105 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $7,979 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 3,863,239 | $7,564 萬 | 0.3% | +383,366+11.0% | 加碼 | 歷史 |
| TILInstil Bio, Inc. | COM | 3,893,700 | $7,523 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 1,664,534 | $6,833 萬 | 0.3% | +1,548,908+1,339.6% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 676,975 | $6,588 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 2,454,082 | $6,511 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 2,156,001 | $6,136 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 703,050 | $6,002 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,708,472 | $5,927 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 599,110 | $5,610 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 2,024,876 | $5,040 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 4,282,938 | $4,973 萬 | 0.2% | +290,182+7.3% | 加碼 | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $4,406 萬 | 0.2% | – | 新進 | – |
| MRUSMerus N.V. | COM | 2,037,469 | $4,293 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 444,444 | $4,238 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 9,830,877 | $4,188 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 607,735 | $4,133 萬 | 0.2% | −152,677−20.1% | 減碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,799,577 | $3,900 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Sarepta Therapeutics, Inc.803607AB6 | DBCV 1.500%11/1 | – | $3,848 萬 | 0.2% | – | – | – |
| FLGTFulgent Genetics, Inc. | COM | 401,016 | $3,699 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 539,057 | $3,637 萬 | 0.2% | −89,357−14.2% | 減碼 | 歷史 |
| NGNENeurogene Inc. | COM | 3,821,740 | $3,528 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 825,000 | $3,496 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 1,418,107 | $3,453 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 1,610,000 | $3,282 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,428,571 | $3,261 萬 | 0.1% | +1,428,571 | 新進 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 223,976 | $3,170 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVAXNovavax Inc | COM NEW | 143,756 | $3,052 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 1,228,170 | $3,012 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $3,010 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,436,636 | $2,858 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Apellis Pharmaceuticals, Inc.03753UAB2 | NOTE 3.500% 9/1 | – | $2,779 萬 | 0.1% | – | 新進 | – |
| Tricida, Inc.89610FAB7 | NOTE 3.500% 5/1 | – | $2,733 萬 | 0.1% | – | 新進 | – |
| CYVNYOpthea Ltd | SPONSORED ADS | 3,412,062 | $2,709 萬 | 0.1% | +103,357+3.1% | 加碼 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,591,366 | $2,537 萬 | 0.1% | 00.0% | 不變 | – |
| SYRESpyre Therapeutics, Inc. | COM | 3,410,106 | $2,373 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 455,276 | $2,043 萬 | 0.1% | −980,916−68.3% | 減碼 | 歷史 |
| CYTCyteir Therapeutics, Inc. | COM | 812,640 | $1,739 萬 | 0.1% | +812,640 | 新進 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 920,656 | $1,735 萬 | 0.1% | +304,136+49.3% | 加碼 | 歷史 |
| OTICOtonomy, Inc. | COM | 7,222,474 | $1,611 萬 | 0.1% | +2,4000.0% | 加碼 | 歷史 |
| Biomarin Pharmaceutical Inc09061GAH4 | NOTE 0.599% 8/0 | – | $1,557 萬 | 0.1% | – | – | – |
| KDNYChinook Therapeutics, Inc. | COM | 1,080,393 | $1,526 萬 | 0.1% | +331,700+44.3% | 加碼 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 1,119,962 | $1,452 萬 | 0.1% | −290,102−20.6% | 減碼 | 歷史 |
| ALBOAlbireo Pharma, Inc. | COM | 412,466 | $1,451 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $1,400 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $1,389 萬 | 0.1% | – | – | – |
| MIRMMirum Pharmaceuticals, Inc. | COM | 647,313 | $1,119 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 427,179 | $1,108 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $1,067 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 1,072,038 | $1,056 萬 | <0.1% | −1,686,480−61.1% | 減碼 | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 2,170,464 | $946.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Genetron Hldgs Ltd37186H100 | ADS | 455,306 | $917.0 萬 | <0.1% | 00.0% | 不變 | – |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 400,000 | $888.4 萬 | <0.1% | +400,000 | 新進 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 1,406,037 | $887.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 806,367 | $825.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM | 2,108,621 | $818.1 萬 | <0.1% | +567,203+36.8% | 加碼 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 69,966 | $797.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 2,459,399 | $779.6 萬 | <0.1% | −4,260,549−63.4% | 減碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 238,095 | $735.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLUEbluebird bio, Inc. | COM | 226,988 | $725.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 222,222 | $705.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 88,738 | $696.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Chiasma, Inc16706W102 | COM | 1,420,740 | $672.0 萬 | <0.1% | +678,607+91.4% | 加碼 | – |
| HOOKHOOKIPA Pharma Inc. | COM | 700,481 | $641.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 209,131 | $616.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 153,512 | $589.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 291,801 | $575.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 636,363 | $547.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 200,679 | $539.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORTXOrchard Therapeutics plc | ADS | 1,192,003 | $523.3 萬 | <0.1% | +457,572+62.3% | 加碼 | 歷史 |
| ALECAlector, Inc. | COM | 239,228 | $498.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEXINexImmune, Inc. | COM | 294,117 | $480.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 294,117 | $459.1 萬 | <0.1% | +294,117 | 新進 | 歷史 |
| GMDAGamida Cell Ltd. | SHS | 610,626 | $391.4 萬 | <0.1% | −426,600−41.1% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（15 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ALXNAlexion Pharmaceuticals, Inc. | COM | 3,993,312 | $6.11 億 | 2.6% | 歷史 |
| ChemoCentryx, Inc.16383L106 | COM | 656,710 | $3,365 萬 | 0.1% | – |
| XNCRXencor Inc | COM | 369,370 | $1,591 萬 | 0.1% | 歷史 |
| SGMOQSangamo Therapeutics, Inc | COM | 429,063 | $537.6 萬 | <0.1% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 58,700 | $437.5 萬 | <0.1% | 歷史 |
| CNSTConstellation Pharmaceuticals Inc | COM | 114,735 | $268.4 萬 | <0.1% | 歷史 |
| ACGNAceragen, Inc. | COM PAR | 2,047,180 | $266.1 萬 | <0.1% | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 461,726 | $264.6 萬 | <0.1% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 363,980 | $230.2 萬 | <0.1% | 歷史 |
| MTEMMolecular Templates, Inc. | COM | 133,833 | $168.9 萬 | <0.1% | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 11,180 | $86.2 萬 | <0.1% | 歷史 |
| ADMSAdamas Pharmaceuticals Inc | COM | 147,996 | $71.0 萬 | <0.1% | 歷史 |
| EOCNGalmed Pharmaceuticals Ltd. | SHS | 184,927 | $63.4 萬 | <0.1% | 歷史 |
| IFRXInflaRx N.V. | COM | 138,040 | $53.8 萬 | <0.1% | 歷史 |
| Genfit S A372279109 | ADS | 14,720 | $6.80 萬 | <0.1% | – |