Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 84
- 較 2026 年第 1 季 0
- 總值
- $199.6 億
- 較 2026 年第 1 季 +$25.4 億 (+14.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INCYIncyte Corp | COM | 30,762,330 | $34.9 億 | 17.5% | +17,918+0.1% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 8,801,567 | $25.1 億 | 12.6% | +2,5140.0% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 11,443,357 | $21.4 億 | 10.7% | +1,888,000+19.8% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 2,143,131 | $11.5 億 | 5.8% | +1,430+0.1% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 42,912,904 | $10.9 億 | 5.4% | +16,2140.0% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 8,657,242 | $9.93 億 | 5.0% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 8,796,111 | $9.38 億 | 4.7% | +1,375,000+18.5% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 7,915,792 | $8.28 億 | 4.2% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 19,919,186 | $7.76 億 | 3.9% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 5,604,483 | $6.22 億 | 3.1% | 00.0% | 不變 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,753,198 | $5.87 億 | 2.9% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 10,012,267 | $5.25 億 | 2.6% | 00.0% | 不變 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 32,786,348 | $4.78 億 | 2.4% | −3,604,715−9.9% | 減碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 4,028,614 | $2.75 億 | 1.4% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 33,012,138 | $2.59 億 | 1.3% | +2,736,200+9.0% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 5,435,220 | $2.09 億 | 1.0% | −22,661−0.4% | 減碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 5,010,030 | $1.87 億 | 0.9% | +1,063,515+26.9% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 2,834,643 | $1.81 億 | 0.9% | +8,397+0.3% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 4,716,831 | $1.67 億 | 0.8% | −150,892−3.1% | 減碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 1,992,783 | $1.62 億 | 0.8% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,047,727 | $1.62 億 | 0.8% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 3,701,719 | $1.50 億 | 0.8% | −2,874,221−43.7% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 11,045,336 | $1.22 億 | 0.6% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 4,658,556 | $1.13 億 | 0.6% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 3,336,697 | $1.09 億 | 0.5% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,345,736 | $1.05 億 | 0.5% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 9,508,565 | $9,632 萬 | 0.5% | −1,408,128−12.9% | 減碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 3,734,336 | $9,605 萬 | 0.5% | +2,641+0.1% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,351,465 | $8,799 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 852,164 | $8,307 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,432,529 | $7,688 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $6,916 萬 | 0.3% | – | – | – |
| RAPPRapport Therapeutics, Inc. | COM | 1,547,090 | $6,447 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALMSAlumis Inc. | COM | 2,012,500 | $5,663 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $5,396 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 2,826,783 | $5,289 萬 | 0.3% | +1,666,666+143.7% | 加碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 445,975 | $5,221 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 10,885,357 | $4,615 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 905,191 | $4,594 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,182,611 | $4,400 萬 | 0.2% | +517,241+77.7% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 2,383,025 | $4,378 萬 | 0.2% | +411,347+20.9% | 加碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 2,678,430 | $3,876 萬 | 0.2% | +92,452+3.6% | 加碼 | 歷史 |
| TRDAEntrada Therapeutics, Inc. | COM | 5,072,730 | $3,734 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FTHFaeth Therapeutics, Inc. | COM NEW | 1,286,411 | $3,216 萬 | 0.2% | +1,286,411 | 新進 | 歷史 |
| AKTSAktis Oncology, Inc. | COM | 996,351 | $3,211 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 991,691 | $3,119 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 1,230,426 | $2,734 萬 | 0.1% | −410,711−25.0% | 減碼 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 4,004,756 | $2,727 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 844,816 | $2,605 萬 | 0.1% | +429,195+103.3% | 加碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 349,657 | $2,557 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABSIAbsci Corp | COM | 2,134,803 | $2,474 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GENBGenerate Biomedicines, Inc. | COM SHS | 1,423,602 | $2,402 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,461,425 | $2,397 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 370,208 | $2,235 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 607,788 | $2,089 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 6,395,431 | $1,867 萬 | 0.1% | −3,612,914−36.1% | 減碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 4,975,826 | $1,866 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 813,449 | $1,807 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 211,267 | $1,800 萬 | 0.1% | +211,267 | 新進 | 歷史 |
| XNCRXencor Inc | COM | 1,102,106 | $1,774 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 400,000 | $1,760 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 930,232 | $1,574 萬 | 0.1% | +930,232 | 新進 | 歷史 |
| PBLSParabilis Medicines, Inc. | Stock | 500,000 | $1,369 萬 | 0.1% | +500,000 | 新進 | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 364,705 | $1,307 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVLNAvalyn Pharma Inc. | COM SHS | 350,000 | $1,152 萬 | 0.1% | +350,000 | 新進 | 歷史 |
| EVMNEvommune, Inc. | COM SHS | 847,390 | $1,126 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 119,743 | $1,114 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 333,333 | $1,042 萬 | 0.1% | +333,333 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 550,000 | $1,016 萬 | 0.1% | +550,000 | 新進 | 歷史 |
| SERASera Prognostics, Inc. | CLASS A COM | 5,498,170 | $1,001 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 2,499,338 | $954.7 萬 | <0.1% | +1,914,581+327.4% | 加碼 | 歷史 |
| SGMTSagimet Biosciences Inc. | COM SER A | 952,996 | $736.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EIKNEikon Therapeutics, Inc. | COM | 555,555 | $725.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 200,000 | $649.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 148,314 | $558.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 822,638 | $478.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 971,614 | $371.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $272.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IMNMImmunome Inc. | COM | 55,306 | $117.2 萬 | <0.1% | +55,306 | 新進 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 1,575,243 | $109.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 310,483 | $108.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM NEW | 83,055 | $47.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 10,607 | $33.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 833,333 | $1.38 萬 | <0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | 875,796 | $9,752 萬 | 0.6% | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,000,000 | $5,044 萬 | 0.3% | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 670,751 | $2,664 萬 | 0.2% | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 734,397 | $2,214 萬 | 0.1% | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 1,420,838 | $1,856 萬 | 0.1% | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 25,174 | $1,838 萬 | 0.1% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 2,344,720 | $1,297 萬 | 0.1% | 歷史 |
| PHVSPharvaris N.V. | COM | 375,000 | $1,059 萬 | 0.1% | 歷史 |