Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 121
- 較 2021 年第 3 季 −1
- 總值
- $205.5 億
- 較 2021 年第 3 季 −$22.2 億 (−9.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 46,893,364 | $72.5 億 | 35.3% | −394,895−0.8% | 減碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $31.6 億 | 15.4% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 33,618,063 | $24.7 億 | 12.0% | +1,595,938+5.0% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 14,681,304 | $12.4 億 | 6.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 41,910,704 | $9.78 億 | 4.8% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,620,494 | $6.73 億 | 3.3% | 00.0% | 不變 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 4,541,604 | $6.11 億 | 3.0% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 1,119,557 | $3.92 億 | 1.9% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $2.07 億 | 1.0% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $1.76 億 | 0.9% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,384,742 | $1.51 億 | 0.7% | 00.0% | 不變 | 歷史 |
| NVTAInvitae Corp | COM | 9,873,488 | $1.51 億 | 0.7% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 10,450,180 | $1.49 億 | 0.7% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,499,213 | $1.27 億 | 0.6% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $1.26 億 | 0.6% | 00.0% | 不變 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 2,489,003 | $1.16 億 | 0.6% | +125,000+5.3% | 加碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 5,444,963 | $1.11 億 | 0.5% | 00.0% | 不變 | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 3,314,765 | $9,702 萬 | 0.5% | +97,324+3.0% | 加碼 | 歷史 |
| CERSCerus Corp | COM | 13,713,195 | $9,339 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,156,102 | $9,257 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,730 | $8,631 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 2,669,054 | $8,285 萬 | 0.4% | +629,282+30.9% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,704,419 | $8,054 萬 | 0.4% | +4,704,419 | 新進 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $7,424 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 21,169,805 | $7,134 萬 | 0.3% | −686,227−3.1% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 2,454,082 | $7,105 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TILInstil Bio, Inc. | COM | 3,893,700 | $6,662 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 2,037,469 | $6,479 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 599,110 | $6,456 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 4,423,731 | $5,946 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ChemoCentryx, Inc.16383L106 | COM | 1,631,266 | $5,939 萬 | 0.3% | +1,330,071+441.6% | 加碼 | – |
| INSMINSMED Inc | COM PAR $.01 | 2,156,001 | $5,873 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 676,975 | $5,766 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 807,735 | $5,650 萬 | 0.3% | +200,000+32.9% | 加碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $5,223 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Apellis Pharmaceuticals, Inc.03753UAB2 | NOTE 3.500% 9/1 | – | $4,797 萬 | 0.2% | – | – | – |
| VSTMVerastem, Inc. | COM | 21,491,630 | $4,406 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $4,334 萬 | 0.2% | – | – | – |
| Sarepta Therapeutics, Inc.803607AB6 | DBCV 1.500%11/1 | – | $4,270 萬 | 0.2% | – | – | – |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 3,863,239 | $3,856 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 2,334,102 | $3,807 萬 | 0.2% | +431,033+22.6% | 加碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 444,444 | $3,737 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 9,830,877 | $3,687 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 1,500,000 | $3,489 萬 | 0.2% | +271,830+22.1% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,799,577 | $3,295 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,436,636 | $3,076 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $3,058 萬 | 0.1% | +50,000+0.7% | 加碼 | 歷史 |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 2,024,876 | $2,879 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,708,472 | $2,800 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $2,497 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $2,465 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 3,196,191 | $2,412 萬 | 0.1% | −186,606−5.5% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 827,480 | $2,351 萬 | 0.1% | −93,176−10.1% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $2,348 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $2,338 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 610,970 | $2,308 萬 | 0.1% | +71,913+13.3% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,831,789 | $2,160 萬 | 0.1% | +179,618+10.9% | 加碼 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 833,236 | $2,136 萬 | 0.1% | +833,236 | 新進 | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 201,444 | $2,026 萬 | 0.1% | −199,572−49.8% | 減碼 | 歷史 |
| NGNENeurogene Inc. | COM | 3,821,740 | $1,842 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OTICOtonomy, Inc. | COM | 7,844,692 | $1,632 萬 | 0.1% | +150,654+2.0% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 3,410,106 | $1,620 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 825,000 | $1,620 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SRZNSurrozen, Inc. | COM | 2,500,000 | $1,610 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 593,395 | $1,608 萬 | 0.1% | +439,883+286.5% | 加碼 | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 588,235 | $1,489 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 427,179 | $1,484 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Tricida, Inc.89610FAB7 | NOTE 3.500% 5/1 | – | $1,483 萬 | 0.1% | – | – | – |
| Affimed N VN01045108 | COM | 2,653,169 | $1,465 萬 | 0.1% | +2,488,564+1,511.8% | 加碼 | – |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,591,366 | $1,298 萬 | 0.1% | 00.0% | 不變 | – |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,127,273 | $1,269 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCDATricida, Inc. | COM | 1,285,014 | $1,229 萬 | 0.1% | +247,582+23.9% | 加碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 495,113 | $1,116 萬 | 0.1% | +294,117+146.3% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 123,456 | $1,112 萬 | 0.1% | +123,456 | 新進 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $1,070 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 806,367 | $1,051 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 1,072,038 | $982.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $962.3 萬 | <0.1% | – | – | – |
| CYTCyteir Therapeutics, Inc. | COM | 812,640 | $924.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 69,966 | $916.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $820.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 580,150 | $818.0 萬 | <0.1% | +580,150 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $764.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 2,170,464 | $733.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 442,579 | $710.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $700.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVAXNovavax Inc | COM NEW | 48,168 | $689.1 萬 | <0.1% | −60,588−55.7% | 減碼 | 歷史 |
| ALLKAllakos Inc. | COM | 703,050 | $688.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 1,425,000 | $641.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 223,976 | $590.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 222,222 | $559.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 123,600 | $527.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 291,801 | $516.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 239,228 | $494.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATYRaTYR PHARMA INC | COM NEW | 625,000 | $466.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 304,158 | $425.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 88,738 | $395.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 524,617 | $390.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 753,064 | $350.9 萬 | <0.1% | +576,603+326.8% | 加碼 | 歷史 |
| Genetron Hldgs Ltd37186H100 | ADS | 455,306 | $277.7 萬 | <0.1% | 00.0% | 不變 | – |
2021 年第 3 季之後清倉（6 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MIRMMirum Pharmaceuticals, Inc. | COM | 647,313 | $1,289 萬 | 0.1% | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 520,523 | $1,152 萬 | 0.1% | 歷史 |
| Amryt Pharma PLC03217L106 | SPONSORED ADS | 518,380 | $624.4 萬 | <0.1% | – |
| Biomarin Pharmaceutical Inc09061GAH4 | NOTE 0.599% 8/0 | – | $461.1 萬 | <0.1% | – |
| XLRNAcceleron Pharma Inc | COM | 22,430 | $386.0 萬 | <0.1% | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 292,692 | $70.8 萬 | <0.1% | 歷史 |