Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 95
- 較 2024 年第 1 季 +8
- 總值
- $78.3 億
- 較 2024 年第 1 季 −$1.47 億 (−1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INCYIncyte Corp | COM | 30,738,524 | $18.6 億 | 23.8% | −5,441,141−15.0% | 減碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 10,568,897 | $15.1 億 | 19.3% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,877,916 | $6.97 億 | 8.9% | +13,3040.0% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,974,590 | $5.53 億 | 7.1% | +4,792+0.2% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 7,569,090 | $2.94 億 | 3.8% | +19,841+0.3% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,398,365 | $2.63 億 | 3.4% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 3,576,038 | $2.40 億 | 3.1% | +3,233,038+942.6% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 9,399,960 | $1.90 億 | 2.4% | +4,457,137+90.2% | 加碼 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 23,222,222 | $1.81 億 | 2.3% | +23,222,222 | 新進 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 5,995,928 | $1.79 億 | 2.3% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,840,059 | $1.05 億 | 1.3% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 4,181,751 | $1.01 億 | 1.3% | +4,181,751 | 新進 | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $9,041 萬 | 1.2% | – | 新進 | – |
| REPLReplimune Group, Inc. | COM | 10,045,336 | $9,041 萬 | 1.2% | +500,000+5.2% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $8,665 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $8,148 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $8,102 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 6,443,398 | $7,487 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $6,934 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,466,547 | $6,028 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,368,443 | $5,902 萬 | 0.8% | +1,000,000+29.7% | 加碼 | 歷史 |
| INSMED Inc457669AA7 | NOTE 1.750% 1/1 | – | $5,619 萬 | 0.7% | – | 新進 | – |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,818,323 | $5,262 萬 | 0.7% | +8,746+0.3% | 加碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 1,515,318 | $5,135 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 111,904 | $4,812 萬 | 0.6% | −39,311−26.0% | 減碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $4,068 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 993,679 | $3,874 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $3,857 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $3,729 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 19,477,339 | $3,428 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,434,399 | $3,217 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $3,121 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 1,874,978 | $3,071 萬 | 0.4% | +322,500+20.8% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 2,798,716 | $2,958 萬 | 0.4% | −4,615,118−62.3% | 減碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 4,090,316 | $2,810 萬 | 0.4% | +1,9940.0% | 加碼 | 歷史 |
| CERECerevel Therapeutics Holdings, Inc. | COM | 683,588 | $2,795 萬 | 0.4% | −916,412−57.3% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,097,082 | $2,574 萬 | 0.3% | −1,616,123−59.6% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 672,096 | $2,372 萬 | 0.3% | +387,096+135.8% | 加碼 | 歷史 |
| ALMSAlumis Inc. | COM | 1,562,500 | $2,078 萬 | 0.3% | +1,562,500 | 新進 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $1,839 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 300,000 | $1,775 萬 | 0.2% | +300,000 | 新進 | 歷史 |
| NGNENeurogene Inc. | COM | 456,015 | $1,659 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $1,629 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,380,949 | $1,300 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 464,718 | $1,227 萬 | 0.2% | +39,709+9.3% | 加碼 | 歷史 |
| XNCRXencor Inc | COM | 545,431 | $1,033 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,034,600 | $1,017 萬 | 0.1% | +400,749+63.2% | 加碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 2,997,772 | $983.3 萬 | 0.1% | +1,179,591+64.9% | 加碼 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $961.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $949.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 247,644 | $916.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $897.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LONALeonaBio, Inc. | COM | 3,153,807 | $835.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $825.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $756.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 190,476 | $651.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $643.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 891,335 | $632.0 萬 | 0.1% | +624,722+234.3% | 加碼 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 7,307,131 | $585.3 萬 | 0.1% | +7,307,131 | 新進 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,695,294 | $567.9 萬 | 0.1% | +33,174+2.0% | 加碼 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 312,500 | $550.3 萬 | 0.1% | +312,500 | 新進 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 131,533 | $544.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 100,000 | $540.1 萬 | 0.1% | +100,000 | 新進 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $528.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 549,212 | $495.9 萬 | 0.1% | +549,212 | 新進 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 8,128,151 | $481.0 萬 | 0.1% | +8,128,151 | 新進 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 1,381,898 | $472.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 103,927 | $465.5 萬 | 0.1% | +103,927 | 新進 | 歷史 |
| TLISTalis Biomedical Corp | COM | 508,323 | $440.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 927,264 | $421.0 萬 | 0.1% | +927,264 | 新進 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,173,622 | $419.5 萬 | 0.1% | −4,204−0.2% | 減碼 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 500,000 | $400.5 萬 | 0.1% | +500,000 | 新進 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 48,885 | $369.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 151,329 | $368.5 萬 | <0.1% | +151,329 | 新進 | 歷史 |
| GBIOGeneration Bio Co. | COM | 1,206,957 | $340.4 萬 | <0.1% | +835,738+225.1% | 加碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 114,833 | $268.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $229.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 2,343,695 | $228.5 萬 | <0.1% | −8,443,327−78.3% | 減碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $218.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 797,460 | $203.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 96,827 | $186.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 171,026 | $185.7 萬 | <0.1% | −236,191−58.0% | 減碼 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 97,314 | $171.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $155.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 536,832 | $111.7 萬 | <0.1% | +337,161+168.9% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 628,939 | $104.4 萬 | <0.1% | −1,051,578−62.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 35,000 | $97.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,108,767 | $90.4 萬 | <0.1% | −100,008−8.3% | 減碼 | – |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $72.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $52.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 75,778 | $46.8 萬 | <0.1% | −10,050,398−99.3% | 減碼 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 52,885 | $30.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 45,027 | $25.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $17.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $1.38 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 1 季之後清倉（7 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $1,095 萬 | 0.1% | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 8,128,151 | $578.7 萬 | 0.1% | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 81,578 | $323.4 萬 | <0.1% | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 100,000 | $318.6 萬 | <0.1% | 歷史 |
| MURAMural Oncology plc | ORD SHS | 222,503 | $108.8 萬 | <0.1% | 歷史 |
| CABACabaletta Bio, Inc. | COM | 13,331 | $22.7 萬 | <0.1% | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM | 149,787 | $17.8 萬 | <0.1% | 歷史 |