Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 87
- 較 2023 年第 4 季 +3
- 總值
- $79.7 億
- 較 2023 年第 4 季 −$8.17 億 (−9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INCYIncyte Corp | COM | 36,179,665 | $20.6 億 | 25.9% | +5430.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 10,568,897 | $16.5 億 | 20.7% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,864,612 | $7.93 億 | 9.9% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,969,798 | $5.26 億 | 6.6% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,398,365 | $2.77 億 | 3.5% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 7,549,249 | $2.43 億 | 3.1% | +2,400,592+46.6% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 5,995,928 | $2.41 億 | 3.0% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $1.25 億 | 1.6% | +4,615,887+20.1% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 4,942,823 | $1.23 億 | 1.5% | +3,152,433+176.1% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,840,059 | $1.07 億 | 1.3% | +2,727,273+87.6% | 加碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 1,515,318 | $9,850 萬 | 1.2% | −1,005,413−39.9% | 減碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $9,105 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 7,413,834 | $7,814 萬 | 1.0% | −179,190−2.4% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 9,545,336 | $7,799 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $7,657 萬 | 1.0% | +1,124,499+43.1% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $6,895 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 2,713,205 | $6,854 萬 | 0.9% | +344,827+14.6% | 加碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,466,547 | $6,847 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 6,443,398 | $6,772 萬 | 0.8% | +604,545+10.4% | 加碼 | 歷史 |
| CERECerevel Therapeutics Holdings, Inc. | COM | 1,600,000 | $6,763 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 151,215 | $5,954 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $5,707 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,809,577 | $5,543 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 10,126,176 | $5,144 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,680,517 | $4,969 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,434,399 | $4,945 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $4,799 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $4,661 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 3,368,443 | $4,547 萬 | 0.6% | +1,338,309+65.9% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 993,679 | $4,278 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 4,088,322 | $3,945 萬 | 0.5% | +397,311+10.8% | 加碼 | 歷史 |
| CERSCerus Corp | COM | 19,477,339 | $3,681 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $3,466 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 1,552,478 | $3,353 萬 | 0.4% | +1,017,000+189.9% | 加碼 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $3,153 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $3,024 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,380,949 | $2,381 萬 | 0.3% | +380,949+19.0% | 加碼 | 歷史 |
| NGNENeurogene Inc. | COM | 456,015 | $2,321 萬 | 0.3% | +2,499+0.6% | 加碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $2,246 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $2,211 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 10,787,022 | $1,704 萬 | 0.2% | −182,260−1.7% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 425,009 | $1,373 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $1,336 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,818,181 | $1,335 萬 | 0.2% | +1,818,181 | 新進 | 歷史 |
| XNCRXencor Inc | COM | 545,431 | $1,207 萬 | 0.2% | +300,000+122.2% | 加碼 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $1,149 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $1,095 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 247,644 | $1,039 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $962.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 343,000 | $930.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,177,826 | $895.1 萬 | 0.1% | −410,819−15.9% | 減碼 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 633,851 | $871.5 萬 | 0.1% | +633,851 | 新進 | 歷史 |
| LONALeonaBio, Inc. | COM | 3,153,807 | $864.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 285,000 | $809.1 萬 | 0.1% | +285,000 | 新進 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 131,533 | $802.6 萬 | 0.1% | +131,533 | 新進 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 407,217 | $763.1 萬 | 0.1% | +407,217 | 新進 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 1,381,898 | $749.0 萬 | 0.1% | −74,620−5.1% | 減碼 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $719.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,662,120 | $669.8 萬 | 0.1% | +162,120+10.8% | 加碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $595.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 8,128,151 | $578.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $486.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 190,476 | $478.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 508,323 | $444.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 48,885 | $333.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 797,460 | $333.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 81,578 | $323.4 萬 | <0.1% | +81,578 | 新進 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 100,000 | $318.6 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $311.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $308.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 96,827 | $229.0 萬 | <0.1% | +96,827 | 新進 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 97,314 | $229.0 萬 | <0.1% | +97,314 | 新進 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 266,613 | $212.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $203.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 114,833 | $202.0 萬 | <0.1% | +114,833 | 新進 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,208,775 | $151.1 萬 | <0.1% | −894,017−42.5% | 減碼 | – |
| GBIOGeneration Bio Co. | COM | 371,219 | $151.1 萬 | <0.1% | +371,219 | 新進 | 歷史 |
| MURAMural Oncology plc | ORD SHS | 222,503 | $108.8 萬 | <0.1% | +222,503 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 35,000 | $97.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 199,671 | $80.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $54.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 52,885 | $37.8 萬 | <0.1% | +52,885 | 新進 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 45,027 | $30.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 13,331 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM | 149,787 | $17.8 萬 | <0.1% | −7,489,916−98.0% | 減碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $17.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $2.52 萬 | <0.1% | 00.0% | 不變 | – |
2023 年第 4 季之後清倉（10 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRTXMirati Therapeutics, Inc. | COM | 4,121,440 | $2.42 億 | 2.8% | 歷史 |
| Invitae Corp46185LAD5 | Note 1.5% 4/1/2028 | – | $1.31 億 | 1.5% | – |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 2,080,000 | $2,088 萬 | 0.2% | – |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,000,000 | $1,460 萬 | 0.2% | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $1,100 萬 | 0.1% | 歷史 |
| Invitae Corp46185LAH6 | DEBT 4.500% 3/1 | – | $627.3 萬 | 0.1% | – |
| PRAXPraxis Precision Medicines, Inc. | COM | 131,533 | $293.1 萬 | <0.1% | 歷史 |
| NVTAInvitae Corp | COM | 1,764,546 | $110.6 萬 | <0.1% | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 251,727 | $50.8 萬 | <0.1% | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,177,499 | $28.7 萬 | <0.1% | 歷史 |