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Baker Bros. Advisors LP

SEC CIK
0001263508
最新申報
2026/8/14

2021 年第 3 季持倉

持倉截至 2021/9/30,2021/11/15 申報。只含多頭部位,變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
122
較 2021 年第 2 季 +2
總值
$227.7 億
較 2021 年第 2 季 +$173.6 萬 (0.0%)
申報日
2021/11/15
SEC
Baker Bros. Advisors LP 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SGENSeagen Inc.COM47,288,259$80.3 億35.3%00.0%不變歷史
ONCBeOne Medicines Ltd.ADR11,668,897$42.4 億18.6%00.0%不變歷史
INCYIncyte CorpCOM32,022,125$22.0 億9.7%+3930.0%加碼歷史
KODKodiak Sciences Inc.COM14,681,304$14.1 億6.2%+543,423+3.8%加碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR4,541,604$7.24 億3.2%+1,001,334+28.3%加碼歷史
ACADAcadia Pharmaceuticals IncCOM41,910,704$6.96 億3.1%00.0%不變歷史
BMRNBiomarin Pharmaceutical IncCOM7,620,494$5.89 億2.6%+31,200+0.4%加碼歷史
ARGXArgenx SESPONSORED ADR1,119,557$3.38 億1.5%00.0%不變歷史
PRLDPrelude Therapeutics IncCOM10,123,824$3.16 億1.4%00.0%不變歷史
NVTAInvitae CorpCOM9,873,488$2.81 億1.2%−375,087−3.7%減碼歷史
MRTXMirati Therapeutics, Inc.COM1,409,784$2.49 億1.1%00.0%不變歷史
ABCLAbCellera Biologics Inc.COM10,450,180$2.09 億0.9%00.0%不變歷史
IGMSIGM Biosciences, Inc.COM3,156,102$2.08 億0.9%00.0%不變歷史
BCRXBiocryst Pharmaceuticals IncCOM12,710,818$1.83 億0.8%00.0%不變歷史
KYMRKymera Therapeutics, Inc.COM2,384,742$1.40 億0.6%+425,531+21.7%加碼歷史
PACBPacific Biosciences of California, Inc.COM5,444,963$1.39 億0.6%+2,242,991+70.1%加碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM1,499,213$1.20 億0.5%00.0%不變歷史
LEGNLegend Biotech CorpSPONSORED ADS2,364,003$1.20 億0.5%+699,469+42.0%加碼歷史
AMRNAmarin Corp PLCSPONS ADR NEW21,856,032$1.11 億0.5%−4,597,390−17.4%減碼歷史
IMCRImmunocore Holdings plcADS2,520,730$9,344 萬0.4%00.0%不變歷史
HRTXHeron Therapeutics, Inc.COM8,131,678$8,693 萬0.4%00.0%不變歷史
CERSCerus CorpCOM13,713,195$8,351 萬0.4%00.0%不變歷史
GBTGlobal Blood Therapeutics, Inc.COM3,217,441$8,198 萬0.4%00.0%不變歷史
ALLKAllakos Inc.COM703,050$7,443 萬0.3%00.0%不變歷史
NRIXNurix Therapeutics, Inc.COM2,454,082$7,352 萬0.3%00.0%不變歷史
DBVTDBV Technologies S.A.SPONSORED ADR14,614,264$7,161 萬0.3%00.0%不變歷史
TILInstil Bio, Inc.COM3,893,700$6,960 萬0.3%00.0%不變歷史
VERVVerve Therapeutics, Inc.COM1,416,530$6,658 萬0.3%00.0%不變歷史
VSTMVerastem, Inc.COM21,491,630$6,619 萬0.3%00.0%不變歷史
HZNPHorizon Therapeutics Public Ltd CoSHS599,110$6,563 萬0.3%00.0%不變歷史
NBIXNeurocrine Biosciences IncStock676,975$6,493 萬0.3%00.0%不變歷史
INSMINSMED IncCOM PAR $.012,156,001$5,938 萬0.3%00.0%不變歷史
IMTXImmatics N.V.SHS4,423,731$5,751 萬0.3%+140,793+3.3%加碼歷史
Apellis Pharmaceuticals, Inc.03753UAB2NOTE 3.500% 9/1–$5,726 萬0.3%–––
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR9,830,877$5,083 萬0.2%00.0%不變歷史
RYTMRhythm Pharmaceuticals, Inc.COM3,863,239$5,045 萬0.2%00.0%不變歷史
ZYMEZymeworks Inc.COM1,708,472$4,961 萬0.2%00.0%不變歷史
TVTXTravere Therapeutics, Inc.COM2,039,772$4,946 萬0.2%+1,852,857+991.3%加碼歷史
BLUEbluebird bio, Inc.COM2,499,715$4,777 萬0.2%+2,272,727+1,001.3%加碼歷史
TLISTalis Biomedical CorpCOM7,574,835$4,734 萬0.2%00.0%不變歷史
FMTXForma Therapeutics Holdings, Inc.SHS2,024,876$4,696 萬0.2%00.0%不變歷史
MRUSMerus N.V.COM2,037,469$4,482 萬0.2%00.0%不變歷史
INSMED Inc457669AB5NOTE 0.750% 6/0–$4,384 萬0.2%–––
Sarepta Therapeutics, Inc.803607AB6DBCV 1.500%11/1–$4,317 萬0.2%–––
RAREUltragenyx Pharmaceutical Inc.COM444,444$4,008 萬0.2%00.0%不變歷史
ALKSAlkermes plc.SHS1,228,170$3,788 萬0.2%00.0%不變歷史
FLGTFulgent Genetics, Inc.COM401,016$3,607 萬0.2%00.0%不變歷史
JBIOJade Biosciences, Inc.COM1,652,171$3,466 萬0.2%+223,600+15.7%加碼歷史
ALGSAligos Therapeutics, Inc.COM2,076,400$3,221 萬0.1%+466,400+29.0%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcCOM CL A2,799,577$3,189 萬0.1%00.0%不變歷史
KRYSKrystal Biotech, Inc.COM607,735$3,173 萬0.1%00.0%不變歷史
Tricida, Inc.89610FAB7NOTE 3.500% 5/1–$3,138 萬0.1%–––
NGNENeurogene Inc.COM3,821,740$2,763 萬0.1%00.0%不變歷史
SYRESpyre Therapeutics, Inc.COM3,410,106$2,711 萬0.1%00.0%不變歷史
CYVNYOpthea LtdSPONSORED ADS3,382,797$2,706 萬0.1%−29,265−0.9%減碼歷史
BCABBioAtla, Inc.COM825,000$2,429 萬0.1%00.0%不變歷史
KDNYChinook Therapeutics, Inc.COM1,903,069$2,428 萬0.1%+822,676+76.1%加碼歷史
NVAXNovavax IncCOM NEW108,756$2,255 萬0.1%−35,000−24.3%減碼歷史
RETAReata Pharmaceuticals IncCL A223,976$2,253 萬0.1%00.0%不變歷史
BCELAtreca, Inc.CL A COM3,532,760$2,201 萬0.1%00.0%不變歷史
DSGNDesign Therapeutics, Inc.COM1,436,636$2,110 萬0.1%00.0%不變歷史
Achilles Therapeutics PLC00449L102SPONSORED ADS2,591,366$2,019 萬0.1%00.0%不變–
CRNXCrinetics Pharmaceuticals, Inc.COM920,656$1,938 萬0.1%00.0%不變歷史
DICEDICE Therapeutics, Inc.COM588,235$1,927 萬0.1%+588,235新進歷史
CNTACentessa Pharmaceuticals plcSPONSORED ADS1,127,273$1,883 萬0.1%+727,273+181.8%加碼歷史
AXSMAxsome Therapeutics, Inc.COM539,057$1,777 萬0.1%00.0%不變歷史
SRZNSurrozen, Inc.COM2,500,000$1,770 萬0.1%+2,500,000新進歷史
OTICOtonomy, Inc.COM7,694,038$1,477 萬0.1%+471,564+6.5%加碼歷史
CYTCyteir Therapeutics, Inc.COM812,640$1,426 萬0.1%00.0%不變歷史
MIRMMirum Pharmaceuticals, Inc.COM647,313$1,289 萬0.1%00.0%不變歷史
ALBOAlbireo Pharma, Inc.COM412,466$1,287 萬0.1%00.0%不變歷史
Invitae Corp46185LAB9NOTE 2.000% 9/0–$1,257 萬0.1%–––
ALTAltimmune, Inc.COM NEW1,072,038$1,213 萬0.1%00.0%不變歷史
TCRXTScan Therapeutics, Inc.COM1,425,000$1,189 萬0.1%+1,425,000新進歷史
ANABAnaptysbio, IncCOM427,179$1,159 萬0.1%00.0%不變歷史
AUPHAurinia Pharmaceuticals Inc.COM520,523$1,152 萬0.1%−599,439−53.5%減碼歷史
XENEXenon Pharmaceuticals Inc.COM751,639$1,149 萬0.1%00.0%不變歷史
TNGXTango Therapeutics, Inc.COM750,000$969.8 萬<0.1%+750,000新進歷史
MGNXMacrogenics IncCOM442,579$926.8 萬<0.1%+241,900+120.5%加碼歷史
KRTXKaruna Therapeutics, Inc.COM69,966$855.9 萬<0.1%00.0%不變歷史
EWTXEdgewise Therapeutics, Inc.COM500,000$830.0 萬<0.1%00.0%不變歷史
CABACabaletta Bio, Inc.COM662,063$805.1 萬<0.1%+25,700+4.0%加碼歷史
CBAYCymaBay Therapeutics, Inc.COM2,170,464$792.2 萬<0.1%00.0%不變歷史
LONALeonaBio, Inc.COM806,367$756.4 萬<0.1%00.0%不變歷史
Genetron Hldgs Ltd37186H100ADS455,306$630.6 萬<0.1%00.0%不變–
BMEABiomea Fusion, Inc.COM524,617$628.0 萬<0.1%+230,500+78.4%加碼歷史
Amryt Pharma PLC03217L106SPONSORED ADS518,380$624.4 萬<0.1%+518,380新進–
NGMNGM Biopharmaceuticals IncCOM291,801$613.4 萬<0.1%00.0%不變歷史
RVMDRevolution Medicines, Inc.COM222,222$611.3 萬<0.1%00.0%不變歷史
KURAKura Oncology, Inc.COM304,158$569.7 萬<0.1%+304,158新進歷史
ATYRaTYR PHARMA INCCOM NEW625,000$567.5 萬<0.1%+625,000新進歷史
ALECAlector, Inc.COM239,228$545.9 萬<0.1%00.0%不變歷史
RLMDRelmada Therapeutics, Inc.COM200,996$526.8 萬<0.1%+124,396+162.4%加碼歷史
ChemoCentryx, Inc.16383L106COM301,195$515.0 萬<0.1%+301,195新進–
TCDATricida, Inc.COM1,037,432$481.4 萬<0.1%+308,132+42.3%加碼歷史
HRMYHarmony Biosciences Holdings, Inc.COM123,600$473.8 萬<0.1%00.0%不變歷史
Biomarin Pharmaceutical Inc09061GAH4NOTE 0.599% 8/0–$461.1 萬<0.1%–––
REPLReplimune Group, Inc.COM153,512$455.0 萬<0.1%00.0%不變歷史
DNLIDenali Therapeutics Inc.COM88,738$447.7 萬<0.1%00.0%不變歷史
NEXINexImmune, Inc.COM294,117$445.3 萬<0.1%00.0%不變歷史

2021 年第 2 季之後清倉(10 檔)

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

Baker Bros. Advisors LP 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
APLSApellis Pharmaceuticals, Inc.COM2,271,917$1.44 億0.6%歷史
ADCTADC Therapeutics SASHS1,418,107$3,453 萬0.2%歷史
PTGXProtagonist Therapeutics, IncCOM455,276$2,043 萬0.1%歷史
ISEEIVERIC bio, Inc.COM1,406,037$887.2 萬<0.1%歷史
ASMBAssembly Biosciences, Inc.COM2,108,621$818.1 萬<0.1%歷史
SPRYARS Pharmaceuticals, Inc.COM238,095$735.5 萬<0.1%歷史
Chiasma, Inc16706W102COM1,420,740$672.0 萬<0.1%–
ORTXOrchard Therapeutics plcADS1,192,003$523.3 萬<0.1%歷史
KRROKorro Bio, Inc.COM55,555$55.3 萬<0.1%歷史
SYRSSyros Pharmaceuticals, Inc.COM65,497$35.7 萬<0.1%歷史