Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 89
- 較 2025 年第 1 季 0
- 總值
- $103.1 億
- 較 2025 年第 1 季 +$12.7 億 (+14.1%)
| 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 | $21.3 億 | 20.7% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 30,743,275 | $20.9 億 | 20.3% | +3,3220.0% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,896,690 | $9.25 億 | 9.0% | +18,7740.0% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 7,712,900 | $7.76 億 | 7.5% | +2,332,274+43.3% | 加碼 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 33,722,974 | $7.18 億 | 7.0% | +9,298,109+38.1% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,976,018 | $5.98 億 | 5.8% | +1,428+0.1% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 5,604,483 | $3.54 億 | 3.4% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 9,364,972 | $3.45 億 | 3.3% | +1,428,000+18.0% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 6,651,429 | $2.90 億 | 2.8% | +655,500+10.9% | 加碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 6,410,603 | $1.83 億 | 1.8% | +1,927,318+43.0% | 加碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $1.03 億 | 1.0% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 2,772,692 | $1.01 億 | 1.0% | +1,196,578+75.9% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 7,305,940 | $9,578 萬 | 0.9% | +1,150,000+18.7% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $9,441 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 5,457,881 | $8,733 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GRALGRAIL, Inc. | COM | 1,630,125 | $8,382 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,824,669 | $7,816 萬 | 0.8% | +6,346+0.2% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 10,885,357 | $7,565 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,322,656 | $7,288 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 5,450,445 | $7,276 萬 | 0.7% | +1,192,710+28.0% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $6,457 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 10,168,901 | $5,471 萬 | 0.5% | +2,893,071+39.8% | 加碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,633,838 | $5,259 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $5,221 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 2,508,767 | $5,203 萬 | 0.5% | +2,147,202+593.9% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,118,728 | $4,454 萬 | 0.4% | +1,056,605+99.5% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $4,422 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 3,767,773 | $4,246 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 368,923 | $3,928 萬 | 0.4% | +323,892+719.3% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $3,270 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 574,377 | $3,021 萬 | 0.3% | +350,877+157.0% | 加碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 689,488 | $2,899 萬 | 0.3% | +357,955+108.0% | 加碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 2,675,674 | $2,510 萬 | 0.2% | +2,031,558+315.4% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,744,406 | $2,439 萬 | 0.2% | +1,744,406 | 新進 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $2,217 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 223,843 | $2,117 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 640,885 | $2,084 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 37,760 | $2,081 萬 | 0.2% | −40,000−51.4% | 減碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $1,900 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 12,883,844 | $1,817 萬 | 0.2% | −6,467,243−33.4% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 337,050 | $1,785 萬 | 0.2% | +260,000+337.4% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 324,630 | $1,732 萬 | 0.2% | −224,083−40.8% | 減碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 125,538 | $1,609 萬 | 0.2% | +125,538 | 新進 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,498,170 | $1,523 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 939,174 | $1,484 萬 | 0.1% | +939,174 | 新進 | 歷史 |
| NGNENeurogene Inc. | COM | 991,691 | $1,483 萬 | 0.1% | −494,509−33.3% | 減碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 789,759 | $1,471 萬 | 0.1% | +789,759 | 新進 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 665,370 | $1,354 萬 | 0.1% | +417,726+168.7% | 加碼 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,461,425 | $1,339 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 370,208 | $1,159 萬 | 0.1% | +22,800+6.6% | 加碼 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 227,272 | $1,107 萬 | 0.1% | +227,272 | 新進 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 166,825 | $1,099 萬 | 0.1% | +166,825 | 新進 | 歷史 |
| NUVLNuvalent, Inc. | COM | 143,937 | $1,098 萬 | 0.1% | +143,937 | 新進 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 626,703 | $938.2 萬 | 0.1% | +626,703 | 新進 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $925.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $819.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 280,000 | $805.3 萬 | 0.1% | +280,000 | 新進 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,484,226 | $790.9 萬 | 0.1% | +3,484,226 | 新進 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 952,996 | $726.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 400,000 | $694.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 189,866 | $631.5 萬 | 0.1% | +189,866 | 新進 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 550,090 | $625.5 萬 | 0.1% | +550,090 | 新進 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 1,450,638 | $606.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,712,882 | $577.2 萬 | 0.1% | −30,843−1.8% | 減碼 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 1,201,894 | $572.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,030,949 | $554.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XNCRXencor Inc | COM | 670,431 | $527.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALMSAlumis Inc. | COM | 1,562,500 | $468.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 4,096,210 | $458.8 萬 | <0.1% | +9530.0% | 加碼 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $403.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $401.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 2,485,018 | $278.3 萬 | <0.1% | −773,384−23.7% | 減碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 542,539 | $273.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 114,833 | $230.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 344,063 | $223.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 100,000 | $198.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CADLCandel Therapeutics, Inc. | COM | 355,112 | $179.7 萬 | <0.1% | −2,082,077−85.4% | 減碼 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 536,832 | $162.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 97,314 | $146.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 552,079 | $135.3 萬 | <0.1% | −545,000−49.7% | 減碼 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 312,500 | $124.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 812,814 | $102.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,034,600 | $75.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBIOGeneration Bio Co. | COM | 1,944,945 | $62.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $59.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 22,809 | $2.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $1.51 萬 | <0.1% | 00.0% | 不變 | – |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,087,320 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（12 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $1.02 億 | 1.1% | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 654,099 | $2,226 萬 | 0.2% | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,227,178 | $1,765 萬 | 0.2% | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,497,526 | $1,234 萬 | 0.1% | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 833,333 | $1,086 萬 | 0.1% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 357,915 | $1,080 萬 | 0.1% | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 672,096 | $703.0 萬 | 0.1% | 歷史 |
| RGLSRegulus Therapeutics Inc. | COM | 2,694,044 | $471.5 萬 | 0.1% | 歷史 |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $204.7 萬 | <0.1% | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 547,498 | $104.0 萬 | <0.1% | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 404,744 | $12.3 萬 | <0.1% | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 241,684 | $11.5 萬 | <0.1% | 歷史 |