Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 91
- 較 2025 年第 2 季 +2
- 總值
- $138.4 億
- 較 2025 年第 2 季 +$35.3 億 (+34.3%)
| 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 | $30.0 億 | 21.7% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 30,743,663 | $26.1 億 | 18.8% | +3880.0% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 2,141,701 | $9.82 億 | 7.1% | +165,683+8.4% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 6,703,484 | $9.65 億 | 7.0% | −1,009,416−13.1% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,896,690 | $9.15 億 | 6.6% | 00.0% | 不變 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 33,722,974 | $6.97 億 | 5.0% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 5,604,483 | $5.66 億 | 4.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 9,455,357 | $4.42 億 | 3.2% | +90,385+1.0% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 7,915,792 | $3.91 億 | 2.8% | +2,465,347+45.2% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 6,651,429 | $3.76 億 | 2.7% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $2.83 億 | 2.0% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 8,091,351 | $2.43 億 | 1.8% | +1,680,748+26.2% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $1.38 億 | 1.0% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 7,305,940 | $1.19 億 | 0.9% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,824,669 | $1.10 億 | 0.8% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 4,633,838 | $1.09 億 | 0.8% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 12,094,094 | $1.03 億 | 0.7% | +1,925,193+18.9% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 1,630,125 | $9,639 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 3,275,444 | $8,912 萬 | 0.6% | +1,156,716+54.6% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 5,457,881 | $8,798 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,322,656 | $8,438 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 10,885,357 | $8,425 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 2,772,692 | $8,340 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 875,796 | $7,436 萬 | 0.5% | +875,796 | 新進 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 1,670,762 | $5,762 萬 | 0.4% | +731,588+77.9% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 3,767,773 | $5,701 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $5,418 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 574,377 | $5,408 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 2,746,674 | $4,744 萬 | 0.3% | +71,000+2.7% | 加碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $4,628 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 1,547,090 | $4,595 萬 | 0.3% | +997,000+181.2% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,556,109 | $4,357 萬 | 0.3% | −952,658−38.0% | 減碼 | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $4,091 萬 | 0.3% | – | 新進 | – |
| VRDNViridian Therapeutics, Inc. | COM | 1,744,406 | $3,764 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 566,798 | $3,708 萬 | 0.3% | +566,798 | 新進 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 689,488 | $3,654 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,916,095 | $3,643 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 368,923 | $3,638 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $3,587 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 789,759 | $3,108 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $2,822 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 37,760 | $2,785 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 625,000 | $2,723 萬 | 0.2% | +625,000 | 新進 | – |
| PCVXVaxcyte, Inc. | COM | 640,885 | $2,308 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 337,050 | $2,227 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 227,272 | $2,176 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 665,370 | $1,721 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 991,691 | $1,719 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,498,170 | $1,682 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,000,000 | $1,676 萬 | 0.1% | +373,297+59.6% | 加碼 | 歷史 |
| CERSCerus Corp | COM | 10,008,345 | $1,591 萬 | 0.1% | −2,875,499−22.3% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 324,630 | $1,541 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 370,208 | $1,486 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,461,425 | $1,461 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $1,458 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 166,825 | $1,370 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 4,250,826 | $1,356 萬 | 0.1% | +766,600+22.0% | 加碼 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $1,310 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XNCRXencor Inc | COM | 1,102,106 | $1,293 萬 | 0.1% | +431,675+64.4% | 加碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,712,882 | $1,290 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 143,937 | $1,245 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 400,000 | $1,176 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 280,000 | $1,166 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 366,083 | $962.1 萬 | 0.1% | +366,083 | 新進 | 歷史 |
| PHVSPharvaris N.V. | COM | 375,000 | $935.6 萬 | 0.1% | +375,000 | 新進 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 189,866 | $762.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 2,030,949 | $721.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 952,996 | $653.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALMSAlumis Inc. | COM | 1,562,500 | $623.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $605.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 1,450,638 | $570.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 4,251,951 | $535.7 萬 | <0.1% | +4,251,951 | 新進 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $506.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 277,777 | $486.1 萬 | <0.1% | +277,777 | 新進 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 148,314 | $346.3 萬 | <0.1% | +51,000+52.4% | 加碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,023,130 | $318.2 萬 | <0.1% | +1,023,130 | 新進 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 200,000 | $315.8 萬 | <0.1% | +200,000 | 新進 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 542,539 | $309.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 344,063 | $251.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 114,833 | $235.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 536,832 | $233.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 100,000 | $156.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 985,093 | $150.7 萬 | <0.1% | −216,801−18.0% | 減碼 | 歷史 |
| GBIOGeneration Bio Co. | COMMON STOCK | 194,493 | $119.0 萬 | <0.1% | 00.0% | 不變依 1 比 10 拆股換算 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 77,670 | $91.3 萬 | <0.1% | −234,830−75.1% | 減碼 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $81.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YARWYarrow Bioscience, Inc. | COM | 851,353 | $28.5 萬 | <0.1% | +851,353 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $14.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 22,809 | $4.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $1.48 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 2 季之後清倉（9 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VRNAVerona Pharma plc | SPONSORED ADS | 223,843 | $2,117 萬 | 0.2% | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 1,691,530 | $1,900 萬 | 0.2% | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 125,538 | $1,609 萬 | 0.2% | 歷史 |
| IGMSIGM Biosciences, Inc. | COM | 4,096,210 | $458.8 萬 | <0.1% | 歷史 |
| FATEFate Therapeutics Inc | COM | 2,485,018 | $278.3 萬 | <0.1% | 歷史 |
| CADLCandel Therapeutics, Inc. | COM | 355,112 | $179.7 萬 | <0.1% | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 552,079 | $135.3 萬 | <0.1% | 歷史 |
| HOOKHOOKIPA Pharma Inc. | COM | 812,814 | $102.0 萬 | <0.1% | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,034,600 | $75.9 萬 | <0.1% | 歷史 |