Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 117
- 較 2022 年第 1 季 −1
- 總值
- $176.3 億
- 較 2022 年第 1 季 +$2.24 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 | 46,912,266 | $83.0 億 | 47.1% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 36,154,117 | $27.5 億 | 15.6% | +4330.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $18.9 億 | 10.7% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,620,494 | $6.32 億 | 3.6% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 41,923,486 | $5.91 億 | 3.4% | +12,7820.0% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 4,852,655 | $4.51 億 | 2.6% | +311,051+6.8% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 1,119,557 | $4.24 億 | 2.4% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $1.34 億 | 0.8% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $1.32 億 | 0.8% | +1,379,445+8.7% | 加碼 | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 3,732,502 | $1.19 億 | 0.7% | +417,737+12.6% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 10,450,180 | $1.11 億 | 0.6% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,499,213 | $1.07 億 | 0.6% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $9,464 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,730 | $9,405 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 1,148,504 | $9,161 萬 | 0.5% | +249,662+27.8% | 加碼 | 歷史 |
| CERSCerus Corp | COM | 16,067,558 | $8,500 萬 | 0.5% | +2,354,363+17.2% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 3,300,009 | $7,996 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 3,591,081 | $6,277 萬 | 0.4% | +1,979,378+122.8% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $5,927 萬 | 0.3% | +161,400+3.4% | 加碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,156,102 | $5,691 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,879,825 | $5,670 萬 | 0.3% | +495,083+20.8% | 加碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 807,735 | $5,304 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $5,285 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $4,919 萬 | 0.3% | +1,428,043+58.2% | 加碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 856,658 | $4,712 萬 | 0.3% | −1,152,341−57.4% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 1,500,000 | $4,469 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ChemoCentryx, Inc.16383L106 | COM | 1,792,657 | $4,442 萬 | 0.3% | +875,795+95.5% | 加碼 | – |
| KDNYChinook Therapeutics, Inc. | COM | 2,534,102 | $4,432 萬 | 0.3% | +200,000+8.6% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 2,156,001 | $4,252 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 4,423,731 | $3,853 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $3,727 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Sarepta Therapeutics, Inc.803607AB6 | DBCV 1.500%11/1 | – | $3,658 萬 | 0.2% | – | – | – |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $3,328 萬 | 0.2% | – | – | – |
| JBIOJade Biosciences, Inc. | COM | 2,070,010 | $3,235 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 21,169,805 | $3,154 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM | 26,988,898 | $3,131 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 470,974 | $2,810 萬 | 0.2% | +26,530+6.0% | 加碼 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,062,744 | $2,723 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,799,577 | $2,713 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,104,559 | $2,521 萬 | 0.1% | +553,114+35.7% | 加碼 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 2,075,403 | $2,428 萬 | 0.1% | +1,003,365+93.6% | 加碼 | 歷史 |
| NVTAInvitae Corp | COM | 9,873,488 | $2,409 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 5,444,963 | $2,407 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $2,287 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $2,269 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 995,397 | $2,254 萬 | 0.1% | −1,042,072−51.1% | 減碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $2,165 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,436,636 | $2,011 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Affimed N VN01045108 | COM | 6,596,830 | $1,827 萬 | 0.1% | +1,443,661+28.0% | 加碼 | – |
| TILInstil Bio, Inc. | COM | 3,893,700 | $1,799 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OTICOtonomy, Inc. | COM | 8,412,634 | $1,750 萬 | 0.1% | +567,942+7.2% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 588,738 | $1,733 萬 | 0.1% | +500,000+563.5% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 4,125,062 | $1,712 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,696,191 | $1,699 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 9,830,877 | $1,671 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 827,480 | $1,543 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCDATricida, Inc. | COM | 1,503,090 | $1,455 萬 | 0.1% | −228,624−13.2% | 減碼 | 歷史 |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 2,024,876 | $1,395 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 201,444 | $1,099 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $1,035 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 495,113 | $940.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 588,235 | $912.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,708,472 | $905.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 69,966 | $885.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $875.8 萬 | <0.1% | +1,359,792+95.4% | 加碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 427,179 | $867.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 815,718 | $861.4 萬 | <0.1% | +233,968+40.2% | 加碼 | 歷史 |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $808.7 萬 | <0.1% | – | – | – |
| CYTCyteir Therapeutics, Inc. | COM | 2,643,640 | $790.4 萬 | <0.1% | +1,831,000+225.3% | 加碼 | 歷史 |
| SRZNSurrozen, Inc. | COM | 2,500,000 | $750.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 223,976 | $680.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,591,366 | $653.0 萬 | <0.1% | 00.0% | 不變 | – |
| CBAYCymaBay Therapeutics, Inc. | COM | 2,170,464 | $640.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $632.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $619.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 123,600 | $602.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 744,186 | $579.7 萬 | <0.1% | +744,186 | 新進 | 歷史 |
| VORVor Biopharma Inc. | COM | 1,138,768 | $566.0 萬 | <0.1% | +1,138,768 | 新進 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,127,273 | $549.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKTXNkarta, Inc. | COM | 400,000 | $492.8 萬 | <0.1% | +400,000 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 333,333 | $453.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 222,222 | $433.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $398.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 3,821,740 | $393.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 2,400,481 | $391.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 100,000 | $354.4 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $339.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 1,040,834 | $317.5 萬 | <0.1% | +234,467+29.1% | 加碼 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $309.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EVFMEvofem Biosciences, Inc. | COM NEW | 2,583,616 | $291.9 萬 | <0.1% | +2,583,616 | 新進 | 歷史 |
| MGNXMacrogenics Inc | COM | 892,579 | $263.3 萬 | <0.1% | +450,000+101.7% | 加碼 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $251.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 239,228 | $243.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 825,000 | $235.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 703,050 | $220.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 753,064 | $218.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 110,729 | $213.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 3,410,106 | $172.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPZMEpizyme, Inc. | COM | 1,000,000 | $147.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 118,378 | $111.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（6 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NBIXNeurocrine Biosciences Inc | Stock | 676,975 | $6,347 萬 | 0.4% | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 610,970 | $2,529 萬 | 0.1% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 123,456 | $964.4 萬 | 0.1% | 歷史 |
| KURAKura Oncology, Inc. | COM | 274,458 | $441.3 萬 | <0.1% | 歷史 |
| NVAXNovavax Inc | COM NEW | 48,168 | $354.8 萬 | <0.1% | 歷史 |
| OYSTOyster Point Pharma, Inc. | COM | 61,424 | $71.5 萬 | <0.1% | 歷史 |