Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 118
- 較 2021 年第 4 季 −3
- 總值
- $174.0 億
- 較 2021 年第 4 季 −$31.5 億 (−15.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 46,912,266 | $67.6 億 | 38.8% | +18,9020.0% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 36,153,684 | $28.7 億 | 16.5% | +2,535,621+7.5% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $22.0 億 | 12.6% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 41,910,704 | $10.2 億 | 5.8% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,620,494 | $5.88 億 | 3.4% | 00.0% | 不變 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 4,541,604 | $5.33 億 | 3.1% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 1,119,557 | $3.53 億 | 2.0% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $2.07 億 | 1.2% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,499,213 | $1.47 億 | 0.8% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 15,931,045 | $1.23 億 | 0.7% | +1,249,741+8.5% | 加碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $1.16 億 | 0.7% | 00.0% | 不變 | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 3,314,765 | $1.15 億 | 0.7% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 10,450,180 | $1.02 億 | 0.6% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,384,742 | $1.01 億 | 0.6% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 898,842 | $9,457 萬 | 0.5% | +299,732+50.0% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 3,300,009 | $8,504 萬 | 0.5% | +630,955+23.6% | 加碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,156,102 | $8,436 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVTAInvitae Corp | COM | 9,873,488 | $7,869 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,730 | $7,537 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 13,713,195 | $7,529 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 2,008,999 | $7,301 萬 | 0.4% | −480,004−19.3% | 減碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $6,985 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 21,169,805 | $6,965 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 676,975 | $6,347 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 2,037,469 | $5,387 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 807,735 | $5,375 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 2,156,001 | $5,067 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 5,444,963 | $4,955 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 4,125,062 | $4,752 萬 | 0.3% | +261,823+6.8% | 加碼 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $4,651 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,704,419 | $4,417 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TILInstil Bio, Inc. | COM | 3,893,700 | $4,186 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 1,500,000 | $3,947 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $3,861 萬 | 0.2% | – | – | – |
| Sarepta Therapeutics, Inc.803607AB6 | DBCV 1.500%11/1 | – | $3,836 萬 | 0.2% | – | – | – |
| KDNYChinook Therapeutics, Inc. | COM | 2,334,102 | $3,819 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM | 26,988,898 | $3,805 萬 | 0.2% | +5,497,268+25.6% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 2,070,010 | $3,794 萬 | 0.2% | +238,221+13.0% | 加碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 4,423,731 | $3,535 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,062,744 | $3,519 萬 | 0.2% | +1,229,508+147.6% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 2,454,082 | $3,438 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $3,233 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 444,444 | $3,228 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,799,577 | $2,783 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 1,611,703 | $2,737 萬 | 0.2% | +1,018,308+171.6% | 加碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 610,970 | $2,529 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $2,324 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,436,636 | $2,320 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ChemoCentryx, Inc.16383L106 | COM | 916,862 | $2,299 萬 | 0.1% | −714,404−43.8% | 減碼 | – |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $2,298 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Affimed N VN01045108 | COM | 5,153,169 | $2,252 萬 | 0.1% | +2,500,000+94.2% | 加碼 | – |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 9,830,877 | $2,025 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 2,024,876 | $1,883 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OTICOtonomy, Inc. | COM | 7,844,692 | $1,883 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,696,191 | $1,849 萬 | 0.1% | −500,000−15.6% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 827,480 | $1,816 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCDATricida, Inc. | COM | 1,731,714 | $1,424 萬 | 0.1% | +446,700+34.8% | 加碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 495,113 | $1,336 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 201,444 | $1,257 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $1,212 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 588,235 | $1,125 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $1,120 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,708,472 | $1,119 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 806,367 | $1,089 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $1,075 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 427,179 | $1,057 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,127,273 | $1,011 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 123,456 | $964.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 69,966 | $887.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $837.9 萬 | <0.1% | – | – | – |
| SYRESpyre Therapeutics, Inc. | COM | 3,410,106 | $784.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 333,333 | $783.0 萬 | <0.1% | +333,333 | 新進 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,591,366 | $761.9 萬 | <0.1% | 00.0% | 不變 | – |
| SRZNSurrozen, Inc. | COM | 2,500,000 | $752.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 223,976 | $733.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 3,821,740 | $718.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 581,750 | $699.3 萬 | <0.1% | +1,600+0.3% | 加碼 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 1,551,445 | $691.9 萬 | <0.1% | +1,026,828+195.7% | 加碼 | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 2,170,464 | $675.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 1,072,038 | $652.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 123,600 | $601.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $568.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 222,222 | $566.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 2,400,481 | $547.3 萬 | <0.1% | +1,700,000+242.7% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $485.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $483.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $446.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 291,801 | $445.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 274,458 | $441.3 萬 | <0.1% | −29,700−9.8% | 減碼 | 歷史 |
| BCABBioAtla, Inc. | COM | 825,000 | $412.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 703,050 | $400.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 1,425,000 | $399.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 442,579 | $389.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVAXNovavax Inc | COM NEW | 48,168 | $354.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 239,228 | $340.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATYRaTYR PHARMA INC | COM NEW | 625,000 | $334.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYTCyteir Therapeutics, Inc. | COM | 812,640 | $306.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 88,738 | $285.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 139,676 | $232.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 753,064 | $207.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（5 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Apellis Pharmaceuticals, Inc.03753UAB2 | NOTE 3.500% 9/1 | – | $4,797 萬 | 0.2% | – |
| Tricida, Inc.89610FAB7 | NOTE 3.500% 5/1 | – | $1,483 萬 | 0.1% | – |
| ALBOAlbireo Pharma, Inc. | COM | 104,521 | $243.4 萬 | <0.1% | 歷史 |
| GMDAGamida Cell Ltd. | SHS | 610,626 | $155.1 萬 | <0.1% | 歷史 |
| EVFMEvofem Biosciences, Inc. | COM | 2,697,110 | $101.3 萬 | <0.1% | 歷史 |