Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 89
- 較 2024 年第 4 季 −6
- 總值
- $90.4 億
- 較 2024 年第 4 季 −$3.25 億 (−3.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ONCBeOne Medicines Ltd. | ADR | 8,799,053 | $23.9 億 | 26.5% | −732,827−7.7% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 30,739,953 | $18.6 億 | 20.6% | +4870.0% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,877,916 | $7.12 億 | 7.9% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,974,590 | $6.54 億 | 7.2% | 00.0% | 不變 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 24,424,865 | $4.71 億 | 5.2% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 5,380,626 | $4.10 億 | 4.5% | +373,763+7.5% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 5,604,483 | $2.97 億 | 3.3% | −479,766−7.9% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 7,936,972 | $2.81 億 | 3.1% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 5,995,929 | $1.64 億 | 1.8% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 4,483,285 | $1.48 億 | 1.6% | +301,534+7.2% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 6,155,940 | $1.35 億 | 1.5% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $1.08 億 | 1.2% | 00.0% | 不變 | 歷史 |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $1.02 億 | 1.1% | – | – | – |
| IMVTImmunovant, Inc. | COM | 5,457,881 | $9,328 萬 | 1.0% | +3,750,000+219.6% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 10,885,357 | $9,242 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,322,656 | $6,891 萬 | 0.8% | +807,338+53.3% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,818,323 | $6,259 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $6,138 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,576,114 | $5,707 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $5,073 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $4,856 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $4,612 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 77,760 | $4,602 萬 | 0.5% | −34,144−30.5% | 減碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $4,399 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 4,257,735 | $4,305 萬 | 0.5% | +1,579,182+59.0% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 1,630,125 | $4,163 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 3,767,773 | $3,802 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 7,275,830 | $3,281 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,633,838 | $3,082 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 19,351,087 | $2,690 萬 | 0.3% | −126,252−0.6% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 640,885 | $2,420 萬 | 0.3% | +592,000+1,211.0% | 加碼 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $2,281 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 654,099 | $2,226 萬 | 0.2% | −653,912−50.0% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 548,713 | $2,221 萬 | 0.2% | −548,369−50.0% | 減碼 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,498,170 | $2,023 萬 | 0.2% | +63,771+1.2% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,227,178 | $1,765 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 1,486,200 | $1,740 萬 | 0.2% | +811,750+120.4% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,062,123 | $1,740 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 223,843 | $1,421 萬 | 0.2% | +223,843 | 新進 | 歷史 |
| CADLCandel Therapeutics, Inc. | COM | 2,437,189 | $1,377 萬 | 0.2% | −544,794−18.3% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 331,533 | $1,256 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $1,234 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 347,408 | $1,166 萬 | 0.1% | −646,271−65.0% | 減碼 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 833,333 | $1,086 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 357,915 | $1,080 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,461,425 | $996.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALMSAlumis Inc. | COM | 1,562,500 | $959.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 223,500 | $940.7 萬 | 0.1% | −226,500−50.3% | 減碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $777.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $773.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,097,079 | $731.8 萬 | 0.1% | +1,000,000+1,030.1% | 加碼 | 歷史 |
| XNCRXencor Inc | COM | 670,431 | $713.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 672,096 | $703.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 1,201,894 | $688.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,743,725 | $673.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 361,565 | $625.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $556.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RGLSRegulus Therapeutics Inc. | COM | 2,694,044 | $471.5 萬 | 0.1% | +2,694,044 | 新進 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 4,095,257 | $471.0 萬 | 0.1% | +9530.0% | 加碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 644,116 | $458.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 247,644 | $449.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 400,000 | $418.4 萬 | <0.1% | +400,000 | 新進 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 45,031 | $410.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $384.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 77,050 | $382.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 542,539 | $351.6 萬 | <0.1% | −542,000−50.0% | 減碼 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,030,949 | $341.2 萬 | <0.1% | −350,000−14.7% | 減碼 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 952,996 | $310.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $304.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 344,063 | $278.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 3,258,402 | $257.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 1,450,638 | $230.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 536,832 | $228.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 114,833 | $226.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 312,500 | $218.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $204.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 100,000 | $177.1 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 97,314 | $168.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 547,498 | $104.0 萬 | <0.1% | −1,010,132−64.9% | 減碼 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,034,600 | $103.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 812,814 | $87.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBIOGeneration Bio Co. | COM | 1,944,945 | $78.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $68.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 404,744 | $12.3 萬 | <0.1% | −767,431−65.5% | 減碼 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 241,684 | $11.5 萬 | <0.1% | −555,776−69.7% | 減碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $9.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 22,809 | $4.63 萬 | <0.1% | −30,076−56.9% | 減碼 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $2.50 萬 | <0.1% | 00.0% | 不變 | – |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,087,320 | $0 | 0.0% | −86,302−4.0% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（10 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Ionis Pharmaceuticals Inc462222AF7 | NOTE 1.750% 6/1 | – | $2,954 萬 | 0.3% | – |
| KRYSKrystal Biotech, Inc. | COM | 169,934 | $2,662 萬 | 0.3% | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 190,476 | $787.6 萬 | 0.1% | 歷史 |
| ARVNArvinas, Inc. | COM | 405,576 | $777.5 萬 | 0.1% | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 1,451,990 | $563.4 萬 | 0.1% | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 151,329 | $256.8 萬 | <0.1% | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,086,115 | $155.3 萬 | <0.1% | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 20,400 | $92.1 萬 | <0.1% | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $48.6 萬 | <0.1% | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 45,027 | $21.3 萬 | <0.1% | 歷史 |