Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 105
- 較 2022 年第 4 季 −8
- 總值
- $183.8 億
- 較 2022 年第 4 季 +$17.3 億 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 46,913,769 | $95.0 億 | 51.7% | +1,5030.0% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 36,175,400 | $26.1 億 | 14.2% | +20,429+0.1% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $25.1 億 | 13.7% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 41,938,486 | $7.89 億 | 4.3% | +15,0000.0% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,545,113 | $3.74 億 | 2.0% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,810,248 | $3.71 億 | 2.0% | −3,810,246−50.0% | 減碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $1.25 億 | 0.7% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,498,267 | $1.16 億 | 0.6% | +143,659+2.3% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $1.07 億 | 0.6% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $1.06 億 | 0.6% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 280,159 | $1.04 億 | 0.6% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2,368,378 | $9,061 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,879,825 | $8,533 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 4,578,280 | $8,085 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 10,450,180 | $7,879 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,753,502 | $7,088 萬 | 0.4% | +1,224,964+80.1% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $7,055 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $6,540 萬 | 0.4% | +4,390+0.2% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 2,691,493 | $5,830 萬 | 0.3% | +2,469,271+1,111.2% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $5,771 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $5,242 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 2,637,384 | $4,921 萬 | 0.3% | +1,262,173+91.8% | 加碼 | 歷史 |
| CERSCerus Corp | COM | 16,067,558 | $4,772 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,156,656 | $4,337 萬 | 0.2% | +5540.0% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,963,479 | $3,960 萬 | 0.2% | −13,389−0.7% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 5,187,081 | $3,579 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 4,777,430 | $3,526 萬 | 0.2% | +4,060,777+566.6% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $3,447 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 1,455,202 | $3,369 萬 | 0.2% | −1,078,900−42.6% | 減碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,799,577 | $3,012 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 1,035,786 | $2,968 萬 | 0.2% | +173,579+20.1% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $2,690 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $2,547 萬 | 0.1% | +434,782+21.1% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 1,088,738 | $2,508 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $2,470 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 302,716 | $2,424 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $2,043 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 470,974 | $1,889 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 843,814 | $1,795 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 2,115,416 | $1,762 萬 | 0.1% | +1,006,503+90.8% | 加碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 775,924 | $1,688 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,004,051 | $1,541 萬 | 0.1% | +569,269+130.9% | 加碼 | – |
| BPMCBlueprint Medicines Corp | COM | 333,665 | $1,501 萬 | 0.1% | +333,665 | 新進 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $1,306 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 1,127,782 | $1,306 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $1,265 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $1,228 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVTAInvitae Corp | COM | 8,881,104 | $1,199 萬 | 0.1% | +479,069+5.7% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 832,769 | $1,143 萬 | 0.1% | −835,586−50.1% | 減碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 1,344,000 | $1,111 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 6,304,705 | $1,103 萬 | 0.1% | +4,304,705+215.2% | 加碼 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 9,830,877 | $1,072 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,691,391 | $1,063 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM | 25,521,447 | $1,060 萬 | 0.1% | −1,467,451−5.4% | 減碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,671,717 | $952.9 萬 | 0.1% | +1,456,022+675.0% | 加碼 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 1,169,103 | $849.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $794.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 1,576,901 | $779.0 萬 | <0.1% | +1,576,901 | 新進 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,886,115 | $775.2 萬 | <0.1% | +1,886,115 | 新進 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 989,928 | $716.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 1,789,000 | $685.2 萬 | <0.1% | +1,587,438+787.6% | 加碼 | 歷史 |
| GERNGeron Corp | COM | 3,061,224 | $664.3 萬 | <0.1% | +3,061,224 | 新進 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,000,000 | $654.0 萬 | <0.1% | +2,000,000 | 新進 | 歷史 |
| ARAVAravive, Inc. | COM | 3,261,224 | $652.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 892,579 | $640.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 964,851 | $597.2 萬 | <0.1% | +282,860+41.5% | 加碼 | 歷史 |
| LONALeonaBio, Inc. | COM | 2,350,355 | $587.6 萬 | <0.1% | +470,519+25.0% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 343,000 | $584.8 萬 | <0.1% | +323,050+1,619.3% | 加碼 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $584.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 100,000 | $555.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $509.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Affimed N VN01045108 | COM | 6,596,830 | $491.9 萬 | <0.1% | 00.0% | 不變 | – |
| RLAYRelay Therapeutics, Inc. | COM | 284,000 | $467.7 萬 | <0.1% | +284,000 | 新進 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $402.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 1,149,340 | $398.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $373.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 626,884 | $361.7 萬 | <0.1% | −65,247−9.4% | 減碼 | 歷史 |
| TILInstil Bio, Inc. | COM | 5,273,789 | $348.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XNCRXencor Inc | COM | 123,127 | $343.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VORVor Biopharma Inc. | COM | 633,848 | $341.0 萬 | <0.1% | −832,077−56.8% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $333.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $296.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 375,095 | $292.2 萬 | <0.1% | +375,095 | 新進 | 歷史 |
| NGNENeurogene Inc. | COM | 3,821,740 | $267.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 333,333 | $258.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 3,475,535 | $255.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM | 7,425,570 | $252.5 萬 | <0.1% | +6,865,865+1,226.7% | 加碼 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,591,366 | $248.1 萬 | <0.1% | 00.0% | 不變 | – |
| ATRAAtara Biotherapeutics, Inc. | COM | 744,186 | $215.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $204.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VERUVeru Inc. | COM | 1,609,579 | $186.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 48,885 | $183.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $181.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $153.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM | 1,879,915 | $152.1 萬 | <0.1% | +49,600+2.7% | 加碼 | 歷史 |
| NKTXNkarta, Inc. | COM | 400,000 | $142.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 76,813 | $115.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 753,064 | $113.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 3,410,106 | $98.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 199,671 | $62.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（15 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ASNDAscendis Pharma A/S | SPONSORED ADR | 4,954,855 | $6.05 億 | 3.6% | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 969,727 | $1.10 億 | 0.7% | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,225,255 | $2,577 萬 | 0.2% | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $1,923 萬 | 0.1% | – |
| CBAYCymaBay Therapeutics, Inc. | COM | 2,170,464 | $1,361 萬 | 0.1% | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,708,472 | $1,343 萬 | 0.1% | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 653,562 | $1,075 萬 | 0.1% | 歷史 |
| CINCCinCor Pharma, Inc. | COM | 807,212 | $992.1 萬 | 0.1% | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 223,976 | $850.9 萬 | 0.1% | 歷史 |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $805.8 萬 | <0.1% | – |
| BHVNBiohaven Ltd. | COM | 476,190 | $661.0 萬 | <0.1% | 歷史 |
| CYTCyteir Therapeutics, Inc. | COM | 2,492,118 | $411.2 萬 | <0.1% | 歷史 |
| KRONKronos Bio, Inc. | COM | 1,198,151 | $194.1 萬 | <0.1% | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 61,946 | $43.6 萬 | <0.1% | 歷史 |
| ATYRaTYR PHARMA INC | COM NEW | 8,565 | $1.88 萬 | <0.1% | 歷史 |