Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 84
- 較 2023 年第 3 季 −17
- 總值
- $87.9 億
- 較 2023 年第 3 季 −$85.6 億 (−49.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INCYIncyte Corp | COM | 36,179,122 | $22.7 億 | 25.8% | +5560.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 10,568,897 | $19.1 億 | 21.7% | −1,100,000−9.4% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,864,612 | $13.4 億 | 15.3% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,969,798 | $4.56 億 | 5.2% | +424,685+27.5% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,398,365 | $2.94 億 | 3.3% | −303,984−4.5% | 減碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 4,121,440 | $2.42 億 | 2.8% | +2,711,656+192.3% | 加碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $1.72 億 | 2.0% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 5,995,928 | $1.53 億 | 1.7% | +1,245,528+26.2% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 5,148,657 | $1.48 億 | 1.7% | +2,457,164+91.3% | 加碼 | 歷史 |
| Invitae Corp46185LAD5 | Note 1.5% 4/1/2028 | – | $1.31 億 | 1.5% | – | – | – |
| ABCLAbCellera Biologics Inc. | COM | 22,909,753 | $1.31 億 | 1.5% | +2,146,430+10.3% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 7,593,024 | $8,527 萬 | 1.0% | −4,284,147−36.1% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 9,545,336 | $8,047 萬 | 0.9% | +4,967,056+108.5% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $7,343 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,466,547 | $7,013 萬 | 0.8% | +100,000+7.3% | 加碼 | 歷史 |
| CERECerevel Therapeutics Holdings, Inc. | COM | 1,600,000 | $6,784 萬 | 0.8% | +1,600,000 | 新進 | 歷史 |
| IMTXImmatics N.V. | SHS | 5,838,853 | $6,148 萬 | 0.7% | +198,037+3.5% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 10,126,176 | $6,066 萬 | 0.7% | −2,584,642−20.3% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 151,215 | $5,753 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 2,607,196 | $5,595 萬 | 0.6% | +315,193+13.8% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2,368,378 | $5,530 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $5,262 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,809,577 | $4,928 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 993,679 | $4,577 萬 | 0.5% | +242,040+32.2% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $4,323 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 19,477,339 | $4,207 萬 | 0.5% | +2,237,838+13.0% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $4,006 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,680,517 | $3,803 萬 | 0.4% | −282,962−14.4% | 減碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $3,779 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 3,112,786 | $3,405 萬 | 0.4% | +2,063,087+196.5% | 加碼 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,434,399 | $3,250 萬 | 0.4% | +3,919,057+258.6% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 1,790,390 | $3,237 萬 | 0.4% | +946,576+112.2% | 加碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 3,691,011 | $3,067 萬 | 0.3% | +533,247+16.9% | 加碼 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $3,062 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $2,778 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $2,358 萬 | 0.3% | +275,000+19.4% | 加碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $2,108 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 2,080,000 | $2,088 萬 | 0.2% | +1,080,000+108.0% | 加碼 | – |
| IMVTImmunovant, Inc. | COM | 425,009 | $1,791 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $1,624 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,000,000 | $1,460 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $1,392 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $1,277 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $1,100 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 2,030,134 | $1,068 萬 | 0.1% | +544,219+36.6% | 加碼 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $1,066 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 343,000 | $1,063 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 247,644 | $982.2 萬 | 0.1% | +247,644 | 新進 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $911.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 453,516 | $878.9 萬 | 0.1% | +148,163+48.5% | 加碼依 1 比 4 拆股換算 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 10,969,282 | $869.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,000,000 | $816.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 1,456,518 | $789.4 萬 | 0.1% | +641,159+78.6% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 535,478 | $780.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 3,153,807 | $766.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,588,645 | $763.7 萬 | 0.1% | −102,246−3.8% | 減碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $742.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $708.8 萬 | 0.1% | +1,500,000+59.9% | 加碼 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 8,128,151 | $658.4 萬 | 0.1% | +62,753+0.8% | 加碼 | 歷史 |
| Invitae Corp46185LAH6 | DEBT 4.500% 3/1 | – | $627.3 萬 | 0.1% | – | – | – |
| MIRMMirum Pharmaceuticals, Inc. | COM | 190,476 | $562.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XNCRXencor Inc | COM | 245,431 | $521.0 萬 | 0.1% | +122,304+99.3% | 加碼 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $485.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,500,000 | $397.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 508,323 | $378.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM | 7,639,703 | $307.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 48,885 | $307.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM | 131,533 | $293.1 萬 | <0.1% | +6,205+5.0% | 加碼依 1 比 15 拆股換算 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 797,460 | $264.8 萬 | <0.1% | −351,880−30.6% | 減碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $252.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $243.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,102,792 | $186.9 萬 | <0.1% | −454,357−17.8% | 減碼 | – |
| KALAKALA BIO, Inc. | COMM STK | 266,613 | $186.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $137.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTAInvitae Corp | COM | 1,764,546 | $110.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 35,000 | $100.8 萬 | <0.1% | +35,000 | 新進 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $99.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 251,727 | $50.8 萬 | <0.1% | −738,201−74.6% | 減碼 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 199,671 | $37.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 13,331 | $30.3 萬 | <0.1% | −1,580,669−99.2% | 減碼 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 45,027 | $29.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,177,499 | $28.7 萬 | <0.1% | −1,355,261−38.4% | 減碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $14.7 萬 | <0.1% | +10,607 | 新進 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $1.62 萬 | <0.1% | 00.0% | 不變 | – |
2023 年第 3 季之後清倉（21 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 44,554,162 | $94.5 億 | 54.5% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,810,248 | $3.37 億 | 1.9% | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,999,846 | $6,936 萬 | 0.4% | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 1,292,966 | $1,261 萬 | 0.1% | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 1,127,782 | $941.7 萬 | 0.1% | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $837.6 萬 | <0.1% | 歷史 |
| ARVNArvinas, Inc. | COM | 413,481 | $812.1 萬 | <0.1% | 歷史 |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $759.9 萬 | <0.1% | 歷史 |
| GERNGeron Corp | COM | 3,061,224 | $649.0 萬 | <0.1% | 歷史 |
| ALECAlector, Inc. | COM | 964,851 | $625.2 萬 | <0.1% | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 3,140,473 | $587.3 萬 | <0.1% | 歷史 |
| MORFMorphic Holding, Inc. | COM | 215,800 | $494.4 萬 | <0.1% | 歷史 |
| NTRANatera, Inc. | COM | 100,000 | $442.5 萬 | <0.1% | 歷史 |
| Affimed N VN01045108 | COM | 4,448,644 | $212.6 萬 | <0.1% | – |
| TILInstil Bio, Inc. | COM | 4,704,395 | $201.3 萬 | <0.1% | 歷史 |
| ANABAnaptysbio, Inc | COM | 106,197 | $190.7 萬 | <0.1% | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 249,968 | $166.7 萬 | <0.1% | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $164.6 萬 | <0.1% | 歷史 |
| VORVor Biopharma Inc. | COM | 633,848 | $134.4 萬 | <0.1% | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 166,347 | $106.1 萬 | <0.1% | – |
| Genetron Hldgs Ltd37186H100 | ADS | 455,306 | $37.0 萬 | <0.1% | – |