Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 95
- 較 2024 年第 3 季 +2
- 總值
- $93.6 億
- 較 2024 年第 3 季 −$2.87 億 (−3.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INCYIncyte Corp | COM | 30,739,466 | $21.2 億 | 22.7% | +4460.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 9,531,880 | $17.6 億 | 18.8% | −1,037,017−9.8% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,877,916 | $7.87 億 | 8.4% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,974,590 | $6.09 億 | 6.5% | 00.0% | 不變 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 24,424,865 | $4.36 億 | 4.7% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 7,936,972 | $3.47 億 | 3.7% | +367,882+4.9% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 5,006,863 | $3.46 億 | 3.7% | +590,945+13.4% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,084,249 | $3.41 億 | 3.6% | −314,117−4.9% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 5,995,929 | $2.41 億 | 2.6% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $1.72 億 | 1.8% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 6,155,940 | $1.64 億 | 1.8% | +315,881+5.4% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 10,885,357 | $1.52 億 | 1.6% | +1,485,397+15.8% | 加碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $1.34 億 | 1.4% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 4,181,751 | $1.20 億 | 1.3% | 00.0% | 不變 | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $9,293 萬 | 1.0% | – | – | – |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $8,413 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $8,065 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $7,605 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $7,314 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 111,904 | $6,882 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,576,114 | $6,631 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,818,323 | $5,575 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 7,275,830 | $5,173 萬 | 0.6% | +832,432+12.9% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 1,308,011 | $5,148 萬 | 0.5% | +464,936+55.1% | 加碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,633,838 | $5,111 萬 | 0.5% | +265,395+6.1% | 加碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 1,515,318 | $4,470 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 3,767,773 | $4,457 萬 | 0.5% | +969,057+34.6% | 加碼 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,434,399 | $4,424 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,707,881 | $4,230 萬 | 0.5% | +482,471+39.4% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 993,679 | $3,895 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 2,678,553 | $3,506 萬 | 0.4% | +803,575+42.9% | 加碼 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $3,412 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,097,082 | $3,052 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 19,477,339 | $3,000 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Ionis Pharmaceuticals Inc462222AF7 | NOTE 1.750% 6/1 | – | $2,954 萬 | 0.3% | – | 新進 | – |
| GRALGRAIL, Inc. | COM | 1,630,125 | $2,910 萬 | 0.3% | +1,630,125 | 新進 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $2,730 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $2,662 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CADLCandel Therapeutics, Inc. | COM | 2,981,983 | $2,588 萬 | 0.3% | +2,981,983 | 新進 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 331,533 | $2,551 萬 | 0.3% | +8,428+2.6% | 加碼 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 4,094,304 | $2,502 萬 | 0.3% | +1,9940.0% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,227,178 | $2,056 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 450,000 | $1,892 萬 | 0.2% | +150,000+50.0% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 672,096 | $1,583 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 674,450 | $1,542 萬 | 0.2% | +218,435+47.9% | 加碼 | 歷史 |
| XNCRXencor Inc | COM | 670,431 | $1,541 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 833,333 | $1,452 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $1,291 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 357,915 | $1,251 萬 | 0.1% | +134,445+60.2% | 加碼 | 歷史 |
| ALMSAlumis Inc. | COM | 1,562,500 | $1,228 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,034,600 | $1,097 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,743,725 | $1,076 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 361,565 | $980.6 萬 | 0.1% | +276,065+322.9% | 加碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $954.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,173,622 | $853.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $846.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 1,201,894 | $834.1 萬 | 0.1% | +310,559+34.8% | 加碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 1,084,539 | $796.1 萬 | 0.1% | +1,084,539 | 新進 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 190,476 | $787.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARVNArvinas, Inc. | COM | 405,576 | $777.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 644,116 | $751.0 萬 | 0.1% | +644,116 | 新進 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $734.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $692.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 247,644 | $625.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 1,451,990 | $563.4 萬 | 0.1% | −656,959−31.2% | 減碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 3,258,402 | $537.6 萬 | 0.1% | +260,630+8.7% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 45,031 | $513.1 萬 | 0.1% | +45,031 | 新進 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 77,050 | $488.5 萬 | 0.1% | +77,050 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $478.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 312,500 | $457.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,461,425 | $451.6 萬 | <0.1% | 00.0% | 不變依 1 比 5 拆股換算 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 952,996 | $428.8 萬 | <0.1% | −428,902−31.0% | 減碼 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 344,063 | $425.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 1,450,638 | $410.5 萬 | <0.1% | +16,004+1.1% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 48,885 | $400.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,380,949 | $388.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 1,172,175 | $337.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $330.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $300.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 536,832 | $283.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 114,833 | $258.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 151,329 | $256.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $225.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBIOGeneration Bio Co. | COM | 1,944,945 | $206.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 812,814 | $163.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $155.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 97,314 | $134.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 97,079 | $122.0 萬 | <0.1% | +97,079 | 新進 | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 20,400 | $92.1 萬 | <0.1% | +20,400 | 新進 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 797,460 | $80.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $48.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 52,885 | $31.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 45,027 | $21.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $1.78 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 3 季之後清倉（7 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $577.5 萬 | 0.1% | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 103,927 | $531.1 萬 | 0.1% | 歷史 |
| ALECAlector, Inc. | COM | 927,264 | $432.1 萬 | <0.1% | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 96,711 | $160.5 萬 | <0.1% | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 628,939 | $131.4 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 35,000 | $101.3 萬 | <0.1% | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 75,778 | $57.6 萬 | <0.1% | 歷史 |