Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 93
- 較 2024 年第 2 季 −2
- 總值
- $96.5 億
- 較 2024 年第 2 季 +$18.2 億 (+23.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ONCBeOne Medicines Ltd. | ADR | 10,568,897 | $23.7 億 | 24.6% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 30,739,020 | $20.3 億 | 21.1% | +4960.0% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,877,916 | $6.59 億 | 6.8% | 00.0% | 不變 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 24,424,865 | $5.35 億 | 5.5% | +1,202,643+5.2% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,974,590 | $4.19 億 | 4.3% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 7,569,090 | $3.43 億 | 3.6% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,398,366 | $3.35 億 | 3.5% | +10.0% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 4,415,918 | $3.22 億 | 3.3% | +839,880+23.5% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 5,995,929 | $2.84 億 | 2.9% | +10.0% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 9,399,960 | $2.13 億 | 2.2% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,840,059 | $1.56 億 | 1.6% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $1.21 億 | 1.3% | +1,000,000+10.0% | 加碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 4,181,751 | $1.17 億 | 1.2% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $1.09 億 | 1.1% | 00.0% | 不變 | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $9,833 萬 | 1.0% | – | – | – |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,576,114 | $8,755 萬 | 0.9% | +109,567+7.5% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $8,723 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $7,776 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 6,443,398 | $7,352 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $7,157 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,818,323 | $7,043 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 4,092,310 | $6,769 萬 | 0.7% | +1,9940.0% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 111,904 | $6,066 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,368,443 | $5,369 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 1,515,318 | $4,717 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $4,518 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,434,399 | $4,239 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 843,075 | $3,961 萬 | 0.4% | +743,075+743.1% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 993,679 | $3,912 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,225,410 | $3,494 萬 | 0.4% | +760,692+163.7% | 加碼 | 歷史 |
| CERSCerus Corp | COM | 19,477,339 | $3,389 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $3,365 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 2,798,716 | $3,230 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,097,082 | $3,148 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $3,093 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 1,874,978 | $2,796 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $2,606 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 672,096 | $2,414 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,108,949 | $2,130 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 833,333 | $2,122 萬 | 0.2% | +833,333 | 新進 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $2,096 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,227,178 | $1,962 萬 | 0.2% | +677,966+123.4% | 加碼 | 歷史 |
| NGNENeurogene Inc. | COM | 456,015 | $1,913 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 323,105 | $1,859 萬 | 0.2% | +191,572+145.6% | 加碼 | 歷史 |
| ALMSAlumis Inc. | COM | 1,562,500 | $1,669 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 300,000 | $1,499 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $1,387 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,034,600 | $1,367 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XNCRXencor Inc | COM | 670,431 | $1,348 萬 | 0.1% | +125,000+22.9% | 加碼 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $1,179 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 2,997,772 | $1,049 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARVNArvinas, Inc. | COM | 405,576 | $998.9 萬 | 0.1% | +405,576 | 新進 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,380,949 | $990.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,743,725 | $938.1 萬 | 0.1% | +48,431+2.9% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 223,470 | $895.2 萬 | 0.1% | +223,470 | 新進 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,173,622 | $884.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 247,644 | $841.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $821.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $818.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $805.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 190,476 | $742.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 312,500 | $598.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $577.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 1,434,634 | $560.9 萬 | 0.1% | +934,634+186.9% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 48,885 | $558.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 103,927 | $531.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 7,307,131 | $511.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 891,335 | $508.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GBIOGeneration Bio Co. | COM | 1,944,945 | $480.4 萬 | <0.1% | +737,988+61.1% | 加碼 | 歷史 |
| ALECAlector, Inc. | COM | 927,264 | $432.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $398.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 1,381,898 | $382.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 85,500 | $375.3 萬 | <0.1% | +85,500 | 新進 | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 151,329 | $351.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 812,814 | $349.5 萬 | <0.1% | 00.0% | 不變依 1 比 10 拆股換算 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $301.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 114,833 | $293.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $286.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 344,063 | $282.1 萬 | <0.1% | +344,063 | 新進 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $205.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 96,711 | $160.5 萬 | <0.1% | −116−0.1% | 減碼 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 797,460 | $136.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 97,314 | $132.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 628,939 | $131.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 35,000 | $101.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 536,832 | $98.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $71.9 萬 | <0.1% | 00.0% | 不變依 1 比 25 拆股換算 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 75,778 | $57.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $48.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 45,027 | $41.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 52,885 | $37.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $24.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $8,583 | <0.1% | 00.0% | 不變 | – |
2024 年第 2 季之後清倉（7 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INSMED Inc457669AA7 | NOTE 1.750% 1/1 | – | $5,619 萬 | 0.7% | – |
| CERECerevel Therapeutics Holdings, Inc. | COM | 683,588 | $2,795 萬 | 0.4% | 歷史 |
| LONALeonaBio, Inc. | COM | 3,153,807 | $835.8 萬 | 0.1% | 歷史 |
| TLISTalis Biomedical Corp | COM | 508,323 | $440.3 萬 | 0.1% | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 2,343,695 | $228.5 萬 | <0.1% | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 171,026 | $185.7 萬 | <0.1% | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,108,767 | $90.4 萬 | <0.1% | – |