Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 84
- 較 2025 年第 4 季 −2
- 總值
- $174.2 億
- 較 2025 年第 4 季 +$3.37 億 (+2.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INCYIncyte Corp | COM | 30,744,412 | $28.9 億 | 16.6% | +4210.0% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 8,799,053 | $26.1 億 | 15.0% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 7,421,111 | $12.1 億 | 7.0% | +828,365+12.6% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 2,141,701 | $11.2 億 | 6.4% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,896,690 | $9.55 億 | 5.5% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 9,555,357 | $9.29 億 | 5.3% | +100,000+1.1% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 7,915,792 | $9.04 億 | 5.2% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 19,919,186 | $7.59 億 | 4.4% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 8,657,242 | $7.21 億 | 4.1% | 00.0% | 不變 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 36,391,063 | $6.90 億 | 4.0% | 00.0% | 不變 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,753,198 | $5.65 億 | 3.2% | +626,710+55.6% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 5,604,483 | $4.87 億 | 2.8% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 10,012,267 | $3.54 億 | 2.0% | 00.0% | 不變 | 歷史 |
| GRALGRAIL, Inc. | COM | 4,028,614 | $2.08 億 | 1.2% | +1,943,281+93.2% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 6,575,940 | $2.07 億 | 1.2% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,047,727 | $1.54 億 | 0.9% | +255,886+14.3% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,826,246 | $1.36 億 | 0.8% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 5,457,881 | $1.36 億 | 0.8% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 4,867,723 | $1.35 億 | 0.8% | −687,294−12.4% | 減碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 3,946,515 | $1.31 億 | 0.8% | +327,689+9.1% | 加碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 1,992,783 | $1.25 億 | 0.7% | −182,862−8.4% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 3,336,697 | $1.09 億 | 0.6% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 10,916,693 | $1.07 億 | 0.6% | −1,177,401−9.7% | 減碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 30,275,938 | $1.06 億 | 0.6% | +2,750,298+10.0% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 875,796 | $9,752 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,351,465 | $8,541 萬 | 0.5% | +702,596+42.6% | 加碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $8,450 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | 30,750,000 | $7,487 萬 | 0.4% | – | – | – |
| NRIXNurix Therapeutics, Inc. | COM | 4,658,556 | $7,221 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,731,695 | $7,165 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 852,164 | $7,151 萬 | 0.4% | +62,405+7.9% | 加碼 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,345,736 | $7,149 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,432,529 | $6,905 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 5,072,730 | $6,402 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 10,885,357 | $5,051 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,000,000 | $5,044 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 1,547,090 | $4,841 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALMSAlumis Inc. | COM | 2,012,500 | $4,434 萬 | 0.3% | +450,000+28.8% | 加碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 445,975 | $4,120 萬 | 0.2% | +445,975 | 新進 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,971,678 | $3,857 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 905,191 | $3,548 萬 | 0.2% | +633,785+233.5% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $3,462 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,461,425 | $3,053 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 2,585,978 | $2,751 萬 | 0.2% | +352,879+15.8% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 670,751 | $2,664 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 4,975,826 | $2,339 萬 | 0.1% | +725,000+17.1% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 1,641,137 | $2,306 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 349,657 | $2,236 萬 | 0.1% | +12,607+3.7% | 加碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 734,397 | $2,214 萬 | 0.1% | −1,588,259−68.4% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 370,208 | $2,153 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 665,370 | $2,111 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 991,691 | $1,999 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EVMNEvommune, Inc. | COM SHS | 847,390 | $1,948 萬 | 0.1% | +847,390 | 新進 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 607,788 | $1,879 萬 | 0.1% | −295,612−32.7% | 減碼 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 1,420,838 | $1,856 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 25,174 | $1,838 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 10,008,345 | $1,822 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $1,790 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AKTSAktis Oncology, Inc. | COM | 996,351 | $1,782 萬 | 0.1% | +996,351 | 新進 | 歷史 |
| GENBGenerate Biomedicines, Inc. | COM SHS | 1,423,602 | $1,780 萬 | 0.1% | +1,423,602 | 新進 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 400,000 | $1,604 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 813,449 | $1,475 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XNCRXencor Inc | COM | 1,102,106 | $1,329 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 2,344,720 | $1,297 萬 | 0.1% | +2,344,720 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,160,117 | $1,154 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,498,170 | $1,116 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 119,743 | $1,064 萬 | 0.1% | −249,180−67.5% | 減碼 | 歷史 |
| PHVSPharvaris N.V. | COM | 375,000 | $1,059 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 415,621 | $897.7 萬 | 0.1% | +145,621+53.9% | 加碼 | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 364,705 | $741.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABSIAbsci Corp | COM | 2,134,803 | $640.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 822,638 | $596.4 萬 | <0.1% | +478,575+139.1% | 加碼 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 148,314 | $588.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EIKNEikon Therapeutics, Inc. | COM | 555,555 | $587.8 萬 | <0.1% | +555,555 | 新進 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 971,614 | $506.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 952,996 | $497.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 200,000 | $493.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 584,757 | $309.9 萬 | <0.1% | +584,757 | 新進 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $281.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 1,575,243 | $96.8 萬 | <0.1% | +124,605+8.6% | 加碼 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 310,483 | $89.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $61.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $40.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $1.33 萬 | <0.1% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（9 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RAREUltragenyx Pharmaceutical Inc. | COM | 2,772,692 | $6,377 萬 | 0.4% | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 950,000 | $3,838 萬 | 0.2% | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,822,727 | $2,202 萬 | 0.1% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 2,349,280 | $2,121 萬 | 0.1% | 歷史 |
| NUVLNuvalent, Inc. | COM | 143,937 | $1,448 萬 | 0.1% | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 475,737 | $356.8 萬 | <0.1% | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 542,539 | $327.2 萬 | <0.1% | 歷史 |
| KALAKALA BIO, Inc. | COMM STK | 1,804,055 | $100.3 萬 | <0.1% | 歷史 |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 22,809 | $5.50 萬 | <0.1% | 歷史 |