Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 113
- 較 2022 年第 3 季 −2
- 總值
- $166.5 億
- 較 2022 年第 3 季 +$13.8 億 (+9.1%)
| 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 | $60.3 億 | 36.2% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 36,154,971 | $29.0 億 | 17.4% | +3970.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $25.7 億 | 15.4% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,620,494 | $7.89 億 | 4.7% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 41,923,486 | $6.67 億 | 4.0% | 00.0% | 不變 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 4,954,855 | $6.05 億 | 3.6% | +102,200+2.1% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,545,113 | $4.48 億 | 2.7% | +45,900+3.1% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,354,608 | $1.85 億 | 1.1% | +291,906+4.8% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $1.46 億 | 0.9% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $1.44 億 | 0.9% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2,368,378 | $1.30 億 | 0.8% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 4,578,280 | $1.25 億 | 0.7% | +684,437+17.6% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $1.24 億 | 0.7% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 969,727 | $1.10 億 | 0.7% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 280,159 | $1.06 億 | 0.6% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 10,450,180 | $1.06 億 | 0.6% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,879,825 | $7,188 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 2,534,102 | $6,639 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $6,579 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $6,388 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $6,115 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 16,067,558 | $5,865 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,976,868 | $5,792 萬 | 0.3% | −2,700−0.1% | 減碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,156,102 | $5,369 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 5,187,081 | $4,518 萬 | 0.3% | +763,350+17.3% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $4,263 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,799,577 | $4,194 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,528,538 | $3,976 萬 | 0.2% | +1,528,538 | 新進 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,668,355 | $3,031 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 1,088,738 | $3,028 萬 | 0.2% | +500,000+84.9% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $2,964 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $2,741 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 862,207 | $2,690 萬 | 0.2% | +273,972+46.6% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,225,255 | $2,577 萬 | 0.2% | −2,074,754−62.9% | 減碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 843,814 | $2,498 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 775,924 | $2,405 萬 | 0.1% | +348,745+81.6% | 加碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 302,716 | $2,398 萬 | 0.1% | −119,469−28.3% | 減碼 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $2,236 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 1,375,211 | $2,203 萬 | 0.1% | +559,493+68.6% | 加碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 470,974 | $2,182 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $2,033 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,062,744 | $1,933 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $1,923 萬 | 0.1% | – | – | – |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $1,911 萬 | 0.1% | +1,028,466 | 新進 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,104,559 | $1,774 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $1,730 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $1,712 萬 | 0.1% | +2,006,451 | 新進 | 歷史 |
| NVTAInvitae Corp | COM | 8,402,035 | $1,563 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,691,391 | $1,443 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 9,830,877 | $1,435 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 2,170,464 | $1,361 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,708,472 | $1,343 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 989,928 | $1,270 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 1,344,000 | $1,243 萬 | 0.1% | +681,937+103.0% | 加碼 | 歷史 |
| VSTMVerastem, Inc. | COM | 26,988,898 | $1,086 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 653,562 | $1,075 萬 | 0.1% | −1,116,119−63.1% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 1,108,913 | $1,024 萬 | 0.1% | +739,586+200.3% | 加碼 | 歷史 |
| CINCCinCor Pharma, Inc. | COM | 807,212 | $992.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VORVor Biopharma Inc. | COM | 1,465,925 | $974.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 434,782 | $964.8 萬 | 0.1% | +434,782 | 新進 | – |
| PACBPacific Biosciences of California, Inc. | COM | 1,127,782 | $922.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 1,169,103 | $852.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 223,976 | $850.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 2,000,000 | $850.0 萬 | 0.1% | +2,000,000 | 新進 | 歷史 |
| VERUVeru Inc. | COM | 1,609,579 | $849.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Affimed N VN01045108 | COM | 6,596,830 | $818.0 萬 | <0.1% | 00.0% | 不變 | – |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $805.8 萬 | <0.1% | – | – | – |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $783.5 萬 | <0.1% | +1,557,630 | 新進 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 692,131 | $710.1 萬 | <0.1% | −744,505−51.8% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 476,190 | $661.0 萬 | <0.1% | +476,190 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 333,333 | $645.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 681,991 | $629.5 萬 | <0.1% | +442,763+185.1% | 加碼 | 歷史 |
| MGNXMacrogenics Inc | COM | 892,579 | $598.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 1,879,836 | $595.9 萬 | <0.1% | +839,002+80.6% | 加碼 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 1,149,340 | $589.6 萬 | <0.1% | +778,753+210.1% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 716,653 | $572.6 萬 | <0.1% | +716,653 | 新進 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $543.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 222,222 | $529.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $447.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM | 1,830,315 | $435.6 萬 | <0.1% | +1,830,315 | 新進 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $431.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARAVAravive, Inc. | COM | 3,261,224 | $430.5 萬 | <0.1% | +3,261,224 | 新進 | 歷史 |
| CYTCyteir Therapeutics, Inc. | COM | 2,492,118 | $411.2 萬 | <0.1% | −151,522−5.7% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 100,000 | $401.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $339.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TILInstil Bio, Inc. | COM | 5,273,789 | $332.2 萬 | <0.1% | +1,380,089+35.4% | 加碼 | 歷史 |
| XNCRXencor Inc | COM | 123,127 | $320.6 萬 | <0.1% | +123,127 | 新進 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $293.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 76,813 | $293.0 萬 | <0.1% | +76,813 | 新進 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $282.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 3,475,535 | $281.5 萬 | <0.1% | +1,075,054+44.8% | 加碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $280.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 744,186 | $244.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKTXNkarta, Inc. | COM | 400,000 | $239.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 48,885 | $234.4 萬 | <0.1% | +48,885 | 新進 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,591,366 | $233.2 萬 | <0.1% | 00.0% | 不變 | – |
| FATEFate Therapeutics Inc | COM | 215,695 | $217.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $197.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 3,821,740 | $194.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRONKronos Bio, Inc. | COM | 1,198,151 | $194.1 萬 | <0.1% | −341,465−22.2% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（15 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GBTGlobal Blood Therapeutics, Inc. | COM | 3,732,502 | $2.54 億 | 1.7% | 歷史 |
| ChemoCentryx, Inc.16383L106 | COM | 1,792,657 | $9,261 萬 | 0.6% | – |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 1,886,760 | $3,764 萬 | 0.2% | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 495,113 | $1,833 萬 | 0.1% | 歷史 |
| ALKSAlkermes plc. | SHS | 815,016 | $1,820 萬 | 0.1% | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 735,716 | $1,445 萬 | 0.1% | 歷史 |
| TCDATricida, Inc. | COM | 1,320,290 | $1,384 萬 | 0.1% | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 166,619 | $635.2 萬 | <0.1% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 5,377,113 | $586.1 萬 | <0.1% | 歷史 |
| SRZNSurrozen, Inc. | COM | 2,500,000 | $505.0 萬 | <0.1% | 歷史 |
| ALLKAllakos Inc. | COM | 703,050 | $430.3 萬 | <0.1% | 歷史 |
| EIGREiger BioPharmaceuticals, Inc. | COM | 539,851 | $406.5 萬 | <0.1% | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 110,729 | $266.1 萬 | <0.1% | 歷史 |
| OTICOtonomy, Inc. | COM | 8,443,134 | $249.1 萬 | <0.1% | 歷史 |
| LogicBio Therapeutics, Inc.54142F102 | COM | 139,105 | $3.80 萬 | <0.1% | – |