Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 107
- 較 2023 年第 1 季 +2
- 總值
- $172.8 億
- 較 2023 年第 1 季 −$11.0 億 (−6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 44,554,162 | $85.7 億 | 49.6% | −2,359,607−5.0% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 36,178,056 | $22.5 億 | 13.0% | +2,6560.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $20.8 億 | 12.0% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,864,612 | $10.3 億 | 5.9% | +926,126+2.2% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,545,113 | $3.57 億 | 2.1% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,810,248 | $3.30 億 | 1.9% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $1.51 億 | 0.9% | 00.0% | 不變 | 歷史 |
| Invitae Corp46185LAD5 | Note 1.5% 4/1/2028 | – | $1.35 億 | 0.8% | – | 新進 | – |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $1.19 億 | 0.7% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2,368,378 | $1.11 億 | 0.6% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 280,159 | $1.09 億 | 0.6% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,498,267 | $1.07 億 | 0.6% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 4,578,280 | $1.06 億 | 0.6% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 16,450,180 | $1.06 億 | 0.6% | +6,000,000+57.4% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 4,375,340 | $1.01 億 | 0.6% | +1,495,515+51.9% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 9,428,592 | $9,504 萬 | 0.6% | +4,651,162+97.4% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $8,948 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,999,846 | $7,866 萬 | 0.5% | +246,344+8.9% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $7,367 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 2,691,493 | $7,200 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 5,640,816 | $6,510 萬 | 0.4% | +453,735+8.7% | 加碼 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 1,455,202 | $5,591 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $5,094 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 1,035,786 | $4,812 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $4,629 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $4,556 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 1,455,322 | $4,295 萬 | 0.2% | +366,584+33.7% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,809,577 | $3,956 萬 | 0.2% | +10,000+0.4% | 加碼 | 歷史 |
| CERSCerus Corp | COM | 16,067,558 | $3,953 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $3,878 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 783,059 | $3,612 萬 | 0.2% | +312,085+66.3% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,963,479 | $3,367 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,157,210 | $2,914 萬 | 0.2% | +5540.0% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $2,894 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 1,520,097 | $2,868 萬 | 0.2% | +1,520,097 | 新進 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $2,777 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $2,656 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $2,527 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $2,496 萬 | 0.1% | +229,354+27.5% | 加碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 2,130,238 | $2,264 萬 | 0.1% | +14,822+0.7% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 843,814 | $2,153 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 3,023,951 | $2,071 萬 | 0.1% | +2,648,856+706.2% | 加碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 1,594,000 | $2,058 萬 | 0.1% | +250,000+18.6% | 加碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $1,995 萬 | 0.1% | −132,782−43.9% | 減碼 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 6,304,705 | $1,582 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 775,924 | $1,578 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $1,507 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 1,127,782 | $1,500 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $1,457 萬 | 0.1% | +876,117+308.5% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $1,344 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,000,000 | $1,194 萬 | 0.1% | +1,000,000 | 新進 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,000,000 | $1,192 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 979,600 | $1,160 萬 | 0.1% | +979,600 | 新進 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 1,169,103 | $1,059 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 10,969,282 | $1,015 萬 | 0.1% | +1,138,405+11.6% | 加碼 | 歷史 |
| NVTAInvitae Corp | COM | 8,881,104 | $1,004 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,336,485 | $994.3 萬 | 0.1% | −790,302−37.2% | 減碼依 1 比 12 拆股換算 | 歷史 |
| GERNGeron Corp | COM | 3,061,224 | $982.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $943.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 3,153,807 | $930.4 萬 | 0.1% | +803,452+34.2% | 加碼 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 799,451 | $886.6 萬 | 0.1% | −204,600−20.4% | 減碼 | – |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $822.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,671,717 | $795.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 1,576,901 | $783.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,691,391 | $753.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 343,000 | $723.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $696.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 989,928 | $677.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 1,777,435 | $585.7 萬 | <0.1% | −11,565−0.6% | 減碼 | 歷史 |
| ALECAlector, Inc. | COM | 964,851 | $579.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $495.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 100,000 | $486.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 892,579 | $477.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 3,554,979 | $469.3 萬 | <0.1% | +3,554,979 | 新進 | 歷史 |
| ARAVAravive, Inc. | COM | 3,261,224 | $410.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Affimed N VN01045108 | COM | 6,596,830 | $394.6 萬 | <0.1% | 00.0% | 不變 | – |
| HOOKHOOKIPA Pharma Inc. | COM | 4,425,535 | $389.4 萬 | <0.1% | +950,000+27.3% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $387.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 1,000,000 | $381.0 萬 | <0.1% | +1,000,000 | 新進 | – |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $366.9 萬 | <0.1% | +429,618+57.9% | 加碼依 1 比 10 拆股換算 | 歷史 |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $366.0 萬 | <0.1% | +7,624,835 | 新進 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 1,149,340 | $363.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $357.3 萬 | <0.1% | −800,000−42.4% | 減碼 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $346.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 3,821,740 | $317.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 500,000 | $315.0 萬 | <0.1% | −126,884−20.2% | 減碼 | 歷史 |
| XNCRXencor Inc | COM | 123,127 | $307.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TILInstil Bio, Inc. | COM | 5,273,789 | $290.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $249.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 48,885 | $244.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,557,149 | $241.7 萬 | <0.1% | −34,217−1.3% | 減碼 | – |
| VERAVera Therapeutics, Inc. | CL A | 146,464 | $235.1 萬 | <0.1% | −186,869−56.1% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM | 1,879,915 | $216.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $201.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $201.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $199.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VORVor Biopharma Inc. | COM | 633,848 | $195.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 116,213 | $169.6 萬 | <0.1% | +39,400+51.3% | 加碼 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM | 2,319,286 | $154.9 萬 | <0.1% | +2,319,286 | 新進 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 3,410,106 | $153.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（6 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BPMCBlueprint Medicines Corp | COM | 333,665 | $1,501 萬 | 0.1% | 歷史 |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $373.6 萬 | <0.1% | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 744,186 | $215.8 萬 | <0.1% | 歷史 |
| VERUVeru Inc. | COM | 1,609,579 | $186.7 萬 | <0.1% | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 753,064 | $113.0 萬 | <0.1% | 歷史 |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 249,123 | $8.22 萬 | <0.1% | – |