Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 101
- 較 2023 年第 2 季 −6
- 總值
- $173.5 億
- 較 2023 年第 2 季 +$7,180 萬 (+0.4%)
| 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 | $94.5 億 | 54.5% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $21.0 億 | 12.1% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 36,178,566 | $20.9 億 | 12.0% | +5100.0% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,864,612 | $8.93 億 | 5.1% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,810,248 | $3.37 億 | 1.9% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,545,113 | $2.26 億 | 1.3% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,702,349 | $1.54 億 | 0.9% | +204,082+3.1% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 11,877,171 | $1.39 億 | 0.8% | +2,448,579+26.0% | 加碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $1.31 億 | 0.8% | 00.0% | 不變 | 歷史 |
| Invitae Corp46185LAD5 | Note 1.5% 4/1/2028 | – | $1.30 億 | 0.8% | – | – | – |
| AKROAkero Therapeutics, Inc. | COM | 2,368,378 | $1.20 億 | 0.7% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 20,763,323 | $9,551 萬 | 0.6% | +4,313,143+26.2% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $8,999 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 4,578,280 | $7,833 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $7,688 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 2,691,493 | $7,450 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 151,215 | $7,434 萬 | 0.4% | −128,944−46.0% | 減碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,999,846 | $6,936 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 4,750,400 | $6,603 萬 | 0.4% | +375,060+8.6% | 加碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 5,640,816 | $6,532 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $6,141 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,809,577 | $4,880 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,366,547 | $4,872 萬 | 0.3% | +583,488+74.5% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 2,292,003 | $4,728 萬 | 0.3% | +836,681+57.5% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $3,128 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $3,116 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $3,051 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $2,902 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $2,866 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 17,239,501 | $2,793 萬 | 0.2% | +1,171,943+7.3% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,963,479 | $2,664 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,157,764 | $2,637 萬 | 0.2% | +5540.0% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $2,568 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 1,594,000 | $2,426 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $2,355 萬 | 0.1% | +1,892,144+62.6% | 加碼 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $1,988 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $1,971 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $1,878 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 843,814 | $1,695 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 425,009 | $1,632 萬 | 0.1% | +425,009 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 1,292,966 | $1,261 萬 | 0.1% | +313,366+32.0% | 加碼 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,000,000 | $1,227 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $981.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $979.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $975.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 1,127,782 | $941.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 343,000 | $866.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 10,969,282 | $855.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $844.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $837.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARVNArvinas, Inc. | COM | 413,481 | $812.1 萬 | <0.1% | +413,481 | 新進 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 2,504,756 | $791.5 萬 | <0.1% | +2,504,756 | 新進 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,000,000 | $774.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $759.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $758.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 815,359 | $717.5 萬 | <0.1% | +815,359 | 新進 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $712.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 3,061,224 | $649.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 3,153,807 | $637.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 964,851 | $625.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invitae Corp46185LAH6 | DEBT 4.500% 3/1 | – | $620.8 萬 | <0.1% | – | 新進 | – |
| MIRMMirum Pharmaceuticals, Inc. | COM | 190,476 | $601.9 萬 | <0.1% | +190,476 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 1,049,699 | $601.5 萬 | <0.1% | +549,699+109.9% | 加碼 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 3,140,473 | $587.3 萬 | <0.1% | −3,164,232−50.2% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 1,485,915 | $585.5 萬 | <0.1% | −644,323−30.2% | 減碼 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 8,065,398 | $496.8 萬 | <0.1% | +3,639,863+82.2% | 加碼 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 215,800 | $494.4 萬 | <0.1% | +215,800 | 新進 | 歷史 |
| CELCCelcuity Inc. | COM | 535,478 | $489.4 萬 | <0.1% | +535,478 | 新進 | 歷史 |
| NGNENeurogene Inc. | COM NEW | 1,221,414 | $482.5 萬 | <0.1% | +457,066+59.8% | 加碼依 1 比 5 拆股換算 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 989,928 | $479.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,690,891 | $468.8 萬 | <0.1% | −5000.0% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 100,000 | $442.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,500,000 | $354.0 萬 | <0.1% | +1,000,000+200.0% | 加碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM | 1,879,915 | $321.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $306.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 508,323 | $293.3 萬 | <0.1% | 00.0% | 不變依 1 比 15 拆股換算 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 1,000,000 | $288.0 萬 | <0.1% | 00.0% | 不變 | – |
| SERASera Prognostics, Inc. | CLASS A COM | 1,515,342 | $281.9 萬 | <0.1% | −262,093−14.7% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 48,885 | $249.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XNCRXencor Inc | COM | 123,127 | $248.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 266,613 | $237.3 萬 | <0.1% | +150,400+129.4% | 加碼 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,557,149 | $232.7 萬 | <0.1% | 00.0% | 不變 | – |
| IPSCCentury Therapeutics, Inc. | COM | 1,149,340 | $229.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Affimed N VN01045108 | COM | 4,448,644 | $212.6 萬 | <0.1% | −2,148,186−32.6% | 減碼 | – |
| CATXPerspective Therapeutics, Inc. | COM | 7,639,703 | $209.1 萬 | <0.1% | +5,320,417+229.4% | 加碼 | 歷史 |
| TILInstil Bio, Inc. | COM | 4,704,395 | $201.3 萬 | <0.1% | −569,394−10.8% | 減碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $197.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 106,197 | $190.7 萬 | <0.1% | −669,727−86.3% | 減碼 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 249,968 | $166.7 萬 | <0.1% | −919,135−78.6% | 減碼 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $164.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $161.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $155.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $137.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VORVor Biopharma Inc. | COM | 633,848 | $134.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTAInvitae Corp | COM | 1,764,546 | $106.8 萬 | <0.1% | −7,116,558−80.1% | 減碼 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 166,347 | $106.1 萬 | <0.1% | −633,104−79.2% | 減碼 | – |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $92.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Genetron Hldgs Ltd37186H100 | ADS | 455,306 | $37.0 萬 | <0.1% | 00.0% | 不變 | – |
| TARAProtara Therapeutics, Inc. | COM STK | 199,671 | $33.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 45,027 | $22.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（14 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KDNYChinook Therapeutics, Inc. | COM | 1,455,202 | $5,591 萬 | 0.3% | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 1,035,786 | $4,812 萬 | 0.3% | 歷史 |
| IMGNImmunoGen, Inc. | COM | 1,520,097 | $2,868 萬 | 0.2% | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,336,485 | $994.3 萬 | 0.1% | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,671,717 | $795.7 萬 | <0.1% | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 1,576,901 | $783.7 萬 | <0.1% | 歷史 |
| MGNXMacrogenics Inc | COM | 892,579 | $477.5 萬 | <0.1% | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 3,554,979 | $469.3 萬 | <0.1% | 歷史 |
| ARAVAravive, Inc. | COM | 3,261,224 | $410.9 萬 | <0.1% | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 146,464 | $235.1 萬 | <0.1% | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 3,410,106 | $153.6 萬 | <0.1% | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 238,084 | $64.3 萬 | <0.1% | 歷史 |
| NKTXNkarta, Inc. | COM | 271,329 | $59.4 萬 | <0.1% | 歷史 |
| VINCVincerx Pharma, Inc. | COM NEW | 225,579 | $29.3 萬 | <0.1% | 歷史 |