Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 115
- 較 2022 年第 2 季 −2
- 總值
- $152.7 億
- 較 2022 年第 2 季 −$23.6 億 (−13.4%)
| 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 | $64.2 億 | 42.0% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 36,154,574 | $24.1 億 | 15.8% | +4570.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $15.7 億 | 10.3% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 41,923,486 | $6.86 億 | 4.5% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,620,494 | $6.46 億 | 4.2% | 00.0% | 不變 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 4,852,655 | $5.01 億 | 3.3% | 00.0% | 不變 | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 3,732,502 | $2.54 億 | 1.7% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $1.60 億 | 1.0% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,062,702 | $1.49 億 | 1.0% | +1,937,640+47.0% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $1.34 億 | 0.9% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $1.18 億 | 0.8% | +10.0% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 10,450,180 | $1.03 億 | 0.7% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 280,159 | $9,891 萬 | 0.6% | −839,398−75.0% | 減碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $9,846 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,499,213 | $9,743 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ChemoCentryx, Inc.16383L106 | COM | 1,792,657 | $9,261 萬 | 0.6% | 00.0% | 不變 | – |
| TVTXTravere Therapeutics, Inc. | COM | 3,300,009 | $8,131 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2,368,378 | $8,064 萬 | 0.5% | +2,250,000+1,900.7% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $7,669 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,156,102 | $7,177 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 3,893,843 | $6,725 萬 | 0.4% | +302,762+8.4% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $6,692 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,879,825 | $6,269 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 969,727 | $6,002 萬 | 0.4% | −178,777−15.6% | 減碼 | 歷史 |
| CERSCerus Corp | COM | 16,067,558 | $5,784 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $5,058 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 2,534,102 | $4,982 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $4,866 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 4,423,731 | $4,424 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 1,886,760 | $3,764 萬 | 0.2% | −138,116−6.8% | 減碼 | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $3,630 萬 | 0.2% | – | – | – |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,799,577 | $3,595 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $3,432 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,979,568 | $3,282 萬 | 0.2% | −90,442−4.4% | 減碼 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,062,744 | $3,001 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 422,185 | $2,943 萬 | 0.2% | −385,550−47.7% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $2,713 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CINCCinCor Pharma, Inc. | COM | 807,212 | $2,649 萬 | 0.2% | +807,212 | 新進 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $2,587 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,668,355 | $2,489 萬 | 0.2% | +1,668,355 | 新進 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,436,636 | $2,402 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM | 26,988,898 | $2,294 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 1,769,681 | $2,260 萬 | 0.1% | −305,722−14.7% | 減碼 | 歷史 |
| NVTAInvitae Corp | COM | 8,402,035 | $2,067 萬 | 0.1% | −1,471,453−14.9% | 減碼 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,104,559 | $2,058 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 843,814 | $1,963 萬 | 0.1% | +843,814 | 新進 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 470,974 | $1,950 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TILInstil Bio, Inc. | COM | 3,893,700 | $1,885 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VERUVeru Inc. | COM | 1,609,579 | $1,854 萬 | 0.1% | +1,609,579 | 新進 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 495,113 | $1,833 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 815,016 | $1,820 萬 | 0.1% | −684,984−45.7% | 減碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 588,738 | $1,807 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,691,391 | $1,669 萬 | 0.1% | −4,800−0.2% | 減碼 | 歷史 |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $1,582 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 735,716 | $1,445 萬 | 0.1% | −91,764−11.1% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 989,928 | $1,399 萬 | 0.1% | +989,928 | 新進 | 歷史 |
| TCDATricida, Inc. | COM | 1,320,290 | $1,384 萬 | 0.1% | −182,800−12.2% | 減碼 | 歷史 |
| Affimed N VN01045108 | COM | 6,596,830 | $1,359 萬 | 0.1% | 00.0% | 不變 | – |
| DICEDICE Therapeutics, Inc. | COM | 588,235 | $1,193 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 427,179 | $1,090 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 815,718 | $1,061 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 9,830,877 | $1,057 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,708,472 | $1,051 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 1,169,103 | $903.7 萬 | 0.1% | +1,169,103 | 新進 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $849.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $814.8 萬 | 0.1% | – | – | – |
| CBAYCymaBay Therapeutics, Inc. | COM | 2,170,464 | $759.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 333,333 | $710.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 1,127,782 | $654.7 萬 | <0.1% | −4,317,181−79.3% | 減碼 | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 166,619 | $635.2 萬 | <0.1% | −34,825−17.3% | 減碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 5,377,113 | $586.1 萬 | <0.1% | −15,792,692−74.6% | 減碼 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,591,366 | $585.6 萬 | <0.1% | 00.0% | 不變 | – |
| VORVor Biopharma Inc. | COM | 1,465,925 | $583.4 萬 | <0.1% | +327,157+28.7% | 加碼 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 223,976 | $562.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $554.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKTXNkarta, Inc. | COM | 400,000 | $526.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $519.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRONKronos Bio, Inc. | COM | 1,539,616 | $515.8 萬 | <0.1% | +1,539,616 | 新進 | 歷史 |
| CYTCyteir Therapeutics, Inc. | COM | 2,643,640 | $507.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRZNSurrozen, Inc. | COM | 2,500,000 | $505.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $492.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 215,695 | $483.4 萬 | <0.1% | +215,695 | 新進 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 369,327 | $474.2 萬 | <0.1% | +369,327 | 新進 | 歷史 |
| NTRANatera, Inc. | COM | 100,000 | $438.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 222,222 | $438.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 703,050 | $430.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EIGREiger BioPharmaceuticals, Inc. | COM | 539,851 | $406.5 萬 | <0.1% | +539,851 | 新進 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $383.2 萬 | <0.1% | +322,024 | 新進 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 370,587 | $366.5 萬 | <0.1% | +370,587 | 新進 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 2,400,481 | $321.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 1,040,834 | $309.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 892,579 | $308.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $286.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 744,186 | $281.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $271.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 110,729 | $266.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OTICOtonomy, Inc. | COM | 8,443,134 | $249.1 萬 | <0.1% | +30,500+0.4% | 加碼 | 歷史 |
| NGNENeurogene Inc. | COM | 3,821,740 | $244.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $228.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 239,228 | $226.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（14 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LEGNLegend Biotech Corp | SPONSORED ADS | 856,658 | $4,712 萬 | 0.3% | 歷史 |
| Sarepta Therapeutics, Inc.803607AB6 | DBCV 1.500%11/1 | – | $3,658 萬 | 0.2% | – |
| MRUSMerus N.V. | COM | 995,397 | $2,254 萬 | 0.1% | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 69,966 | $885.1 萬 | 0.1% | 歷史 |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 123,600 | $602.8 萬 | <0.1% | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,127,273 | $549.0 萬 | <0.1% | 歷史 |
| EVFMEvofem Biosciences, Inc. | COM NEW | 2,583,616 | $291.9 萬 | <0.1% | 歷史 |
| BCABBioAtla, Inc. | COM | 825,000 | $235.1 萬 | <0.1% | 歷史 |
| EPZMEpizyme, Inc. | COM | 1,000,000 | $147.0 萬 | <0.1% | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 55,294 | $70.9 萬 | <0.1% | 歷史 |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 209,131 | $60.9 萬 | <0.1% | 歷史 |
| INZYInozyme Pharma, Inc. | COM | 106,999 | $51.0 萬 | <0.1% | 歷史 |
| PASGPassage BIO, Inc. | COM | 117,161 | $27.6 萬 | <0.1% | 歷史 |
| NEXINexImmune, Inc. | COM | 20,000 | $3.20 萬 | <0.1% | 歷史 |