Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 86
- 較 2025 年第 3 季 −5
- 總值
- $170.8 億
- 較 2025 年第 3 季 +$32.4 億 (+23.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INCYIncyte Corp | COM | 30,743,991 | $30.4 億 | 17.8% | +3280.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 8,799,053 | $26.7 億 | 15.7% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 2,141,701 | $12.5 億 | 7.3% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 6,592,746 | $11.5 億 | 6.7% | −110,738−1.7% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,896,690 | $11.5 億 | 6.7% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 7,915,792 | $7.90 億 | 4.6% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 9,455,357 | $7.53 億 | 4.4% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 8,657,242 | $6.74 億 | 3.9% | +2,005,813+30.2% | 加碼 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 36,391,063 | $6.36 億 | 3.7% | +2,668,089+7.9% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 5,604,483 | $6.00 億 | 3.5% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 19,919,186 | $5.57 億 | 3.3% | +2,608,696+15.1% | 加碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,126,488 | $3.32 億 | 1.9% | +437,000+63.4% | 加碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 10,012,267 | $2.80 億 | 1.6% | +1,920,916+23.7% | 加碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 2,085,333 | $1.78 億 | 1.0% | +455,208+27.9% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 6,575,940 | $1.63 億 | 1.0% | −730,000−10.0% | 減碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 2,175,645 | $1.44 億 | 0.8% | +504,883+30.2% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 1,791,841 | $1.42 億 | 0.8% | +1,225,043+216.1% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 5,457,881 | $1.39 億 | 0.8% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 12,094,094 | $1.27 億 | 0.7% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 3,618,826 | $1.25 億 | 0.7% | +343,382+10.5% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 5,555,017 | $1.21 億 | 0.7% | +1,787,244+47.4% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 875,796 | $1.18 億 | 0.7% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,826,246 | $1.17 億 | 0.7% | +1,577+0.1% | 加碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $1.07 億 | 0.6% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 3,336,697 | $1.06 億 | 0.6% | −1,297,141−28.0% | 減碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,432,529 | $9,963 萬 | 0.6% | −123,580−7.9% | 減碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 27,525,640 | $9,414 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 4,658,556 | $8,837 萬 | 0.5% | +776,431+20.0% | 加碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,322,656 | $8,062 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 10,885,357 | $7,707 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,648,869 | $7,675 萬 | 0.4% | +1,368,869+488.9% | 加碼 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,345,736 | $6,814 萬 | 0.4% | −570,359−11.6% | 減碼 | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $6,658 萬 | 0.4% | – | – | – |
| RAREUltragenyx Pharmaceutical Inc. | COM | 2,772,692 | $6,377 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $6,161 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,971,678 | $6,136 萬 | 0.4% | +227,272+13.0% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 5,072,730 | $5,215 萬 | 0.3% | +206,911+4.3% | 加碼 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 1,547,090 | $4,694 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 950,000 | $3,838 萬 | 0.2% | +950,000 | 新進 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 368,923 | $3,512 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,000,000 | $3,276 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 789,759 | $3,255 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $2,936 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,461,425 | $2,802 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 337,050 | $2,677 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 1,641,137 | $2,532 萬 | 0.1% | +1,641,137 | 新進 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $2,203 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,822,727 | $2,202 萬 | 0.1% | +2,822,727 | 新進 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 2,349,280 | $2,121 萬 | 0.1% | +1,326,150+129.6% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 25,174 | $2,117 萬 | 0.1% | −12,586−33.3% | 減碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 2,233,099 | $2,095 萬 | 0.1% | +520,217+30.4% | 加碼 | 歷史 |
| CERSCerus Corp | COM | 10,008,345 | $2,062 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 991,691 | $2,043 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 903,400 | $1,884 萬 | 0.1% | +803,400+803.4% | 加碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 4,250,826 | $1,811 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 665,370 | $1,807 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XNCRXencor Inc | COM | 1,102,106 | $1,687 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 670,751 | $1,678 萬 | 0.1% | +670,751 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 370,208 | $1,659 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 400,000 | $1,646 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 1,420,838 | $1,624 萬 | 0.1% | +1,343,168+1,729.3% | 加碼 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,498,170 | $1,622 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 813,449 | $1,591 萬 | 0.1% | +813,449 | 新進 | 歷史 |
| ALMSAlumis Inc. | COM | 1,562,500 | $1,525 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 143,937 | $1,448 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PHVSPharvaris N.V. | COM | 375,000 | $1,041 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $981.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABSIAbsci Corp | COM | 2,134,803 | $745.0 萬 | <0.1% | +2,134,803 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 270,000 | $643.4 萬 | <0.1% | +270,000 | 新進 | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 364,705 | $640.6 萬 | <0.1% | +364,705 | 新進 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 148,314 | $593.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 344,063 | $584.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 952,996 | $564.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 971,614 | $517.9 萬 | <0.1% | +434,782+81.0% | 加碼 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 200,000 | $445.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 271,406 | $418.0 萬 | <0.1% | +156,573+136.3% | 加碼 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 475,737 | $356.8 萬 | <0.1% | +475,737 | 新進 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 542,539 | $327.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $278.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 310,483 | $126.4 萬 | <0.1% | −1,720,466−84.7% | 減碼 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 1,450,638 | $108.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 1,804,055 | $100.3 萬 | <0.1% | +818,962+83.1% | 加碼 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $77.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $27.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 22,809 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $1.67 萬 | <0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（14 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRUSMerus N.V. | COM | 574,377 | $5,408 萬 | 0.4% | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 2,746,674 | $4,744 萬 | 0.3% | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 625,000 | $2,723 萬 | 0.2% | – |
| PCVXVaxcyte, Inc. | COM | 640,885 | $2,308 萬 | 0.2% | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 227,272 | $2,176 萬 | 0.2% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 324,630 | $1,541 萬 | 0.1% | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 166,825 | $1,370 萬 | 0.1% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 366,083 | $962.1 萬 | 0.1% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 189,866 | $762.1 萬 | 0.1% | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 4,251,951 | $535.7 萬 | <0.1% | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 277,777 | $486.1 萬 | <0.1% | 歷史 |
| GBIOGeneration Bio Co. | COMMON STOCK | 194,493 | $119.0 萬 | <0.1% | 歷史 |
| YARWYarrow Bioscience, Inc. | COM | 851,353 | $28.5 萬 | <0.1% | 歷史 |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,087,320 | $0 | 0.0% | 歷史 |