BAKER BROS. ADVISORS LP
CIK 1263508 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $20.0B
- Posisi
- 84
- Per tanggal
- 30 Juni 2026
#311 dari 9.443 berdasarkan nilai 13F · top 3.3%
Nilai portofolio QoQ: +14.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 72,82%
- Bobot 25 kepemilikan teratas
- 91,30%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 13,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,5% Perkiraan pembelian $758.564.505 · penjualan $466.697.232
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 59,2% masih dipegang
- Posisi baru
- 8
- Meningkat
- 16
- Menurun
- 7
- Tertutup
- 8
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
- Terkait Orang di balik pengaju ini, jika kami dapat mencocokkannya.
Kinerja vs S&P 500
Tahunan: +51.1% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 99,2% · Opsi dikecualikan: 0,0%
Rincian sektor
Healthcare
99,2%
Lainnya/Tidak terpetakan
0,8%
Portofolio lengkap 84 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| INCY Incyte Corporation - Common Stock | $3.487.217.729 | 17,48% | 30.762.330 | $593.553.672 | Naik ×6 | ||
| ONC BeOne Medicines Ltd. - American Depositary Shares | $2.508.182.548 | 12,57% | 8.801.567 | $-104.872.221 | Naik ×1 | ||
| RVMD Revolution Medicines, Inc. - Common Stock | $2.143.111.899 | 10,74% | 11.443.357 | $1.213.853.431 | Naik ×2 | ||
| MDGL Madrigal Pharmaceuticals, Inc. - Common Stock | $1.150.754.190 | 5,77% | 2.143.131 | $29.637.968 | Naik ×1 | ||
| ACAD ACADIA Pharmaceuticals Inc. - Common Stock | $1.085.696.471 | 5,44% | 42.912.904 | $130.816.152 | Naik ×1 | ||
| KYMR Kymera Therapeutics, Inc. - Common Stock | $992.725.940 | 4,97% | 8.657.242 | $271.664.254 | |||
| INSM Insmed Incorporated - Common Stock | $937.841.355 | 4,70% | 8.796.111 | $-275.658.716 | Naik ×2 | ||
| CELC Celcuity Inc. - Common Stock | $828.150.159 | 4,15% | 7.915.792 | $-75.358.340 | |||
| KOD Kodiak Sciences Inc - Common Stock | $776.051.487 | 3,89% | 19.919.186 | $16.732.117 | |||
| RYTM Rhythm Pharmaceuticals, Inc. - Common Stock | $622.265.747 | 3,12% | 5.604.483 | $134.843.860 | |||
| PRAX Praxis Precision Medicines, Inc. - Common Stock | $586.953.158 | 2,94% | 1.753.198 | $22.090.294 | |||
| ALKS Alkermes plc - Ordinary Shares | $524.592.729 | 2,63% | 10.012.267 | $170.558.968 | |||
| SMMT Summit Therapeutics Inc. - Common Stock | $477.697.090 | 2,39% | 32.786.348 | $-212.277.464 | Turun ×1 | ||
| GRAL GRAIL, Inc. - Common Stock | $275.033.478 | 1,38% | 4.028.614 | $66.834.706 | |||
| ABCL AbCellera Biologics Inc. - Common Shares | $259.145.283 | 1,30% | 33.012.138 | $153.482.259 | Naik ×2 | ||
| IMVT Immunovant, Inc. - Common Stock | $209.419.027 | 1,05% | 5.435.220 | $73.845.263 | Turun ×1 | ||
| IDYA IDEAYA Biosciences, Inc. - Common Stock | $186.723.818 | 0,94% | 5.010.030 | $55.225.938 | Naik ×5 | ||
| KNSA Kiniksa Pharmaceuticals International, plc - Class A Ordinary Shares | $181.275.420 | 0,91% | 2.834.643 | $45.191.675 | Naik ×1 | ||
| ROIV Roivant Sciences Ltd. - Common Shares | $166.928.649 | 0,84% | 4.716.831 | $32.092.722 | Turun ×2 | ||
| ARWR Arrowhead Pharmaceuticals, Inc. - Common Stock | $162.431.742 | 0,81% | 1.992.783 | $37.484.248 | |||
| IONS Ionis Pharmaceuticals, Inc. - Common Stock | $162.364.274 | 0,81% | 2.047.727 | $8.600.454 | |||
| EWTX Edgewise Therapeutics, Inc. - Common Stock | $150.400.843 | 0,75% | 3.701.719 | $-56.741.267 | Turun ×1 | ||
| REPL Replimune Group, Inc. - Common Stock | $122.271.870 | 0,61% | 11.045.336 | $37.775.050 | |||
| NRIX Nurix Therapeutics, Inc. - Common stock | $113.016.569 | 0,57% | 4.658.556 | $40.808.951 | |||
| STOK Stoke Therapeutics, Inc. - Common Stock | $109.176.726 | 0,55% | 3.336.697 | $533.872 | |||
| GLUE Monte Rosa Therapeutics, Inc. - Common Stock | $105.166.811 | 0,53% | 4.345.736 | $33.679.454 | |||
| IMTX Immatics N.V. - Ordinary Shares | $96.321.763 | 0,48% | 9.508.565 | $-11.098.496 | Turun ×2 | ||
| DNLI Denali Therapeutics Inc. - Common Stock | $96.047.122 | 0,48% | 3.734.336 | $24.398.578 | Naik ×1 | ||
| CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | $87.991.820 | 0,44% | 2.351.465 | $2.586.611 | |||
| DNTH Dianthus Therapeutics, Inc. - Common Stock | $83.068.947 | 0,42% | 852.164 | $11.555.344 | |||
| GPCR Structure Therapeutics Inc. - American Depositary Shares | $76.883.831 | 0,39% | 1.432.529 | $7.835.933 | |||
| Penerbit tidak dikenal (CUSIP: 15102KAA8) | $69.158.687 | 0,35% | 30.750.000 | $-5.709.876 | |||
| RAPP Rapport Therapeutics, Inc. - Common Stock | $64.467.240 | 0,32% | 1.547.090 | $16.058.794 | |||
| ALMS Alumis Inc. - Common Stock | $56.631.750 | 0,28% | 2.012.500 | $12.296.375 | |||
| PRLD Prelude Therapeutics Incorporated - Common Stock | $53.959.982 | 0,27% | 10.123.824 | $19.336.504 | |||
| RLAY Relay Therapeutics, Inc. - Common Stock | $52.889.110 | 0,27% | 2.826.783 | $41.345.946 | Naik ×1 | ||
| MIRM Mirum Pharmaceuticals, Inc. - common stock | $52.210.293 | 0,26% | 445.975 | $11.011.122 | |||
| BCYC Bicycle Therapeutics plc - American Depositary Shares | $46.153.914 | 0,23% | 10.885.357 | $-4.354.142 | |||
| ELVN Enliven Therapeutics, Inc. - Common Stock | $45.938.443 | 0,23% | 905.191 | $10.454.956 | |||
| CLDX Celldex Therapeutics, Inc. - Common Stock | $44.004.955 | 0,22% | 1.182.611 | $22.899.419 | Naik ×1 | ||
| VRDN Viridian Therapeutics, Inc. - Common Stock | $43.776.169 | 0,22% | 2.383.025 | $5.210.147 | Naik ×1 | ||
| DSGN Design Therapeutics, Inc. - Common Stock | $38.756.882 | 0,19% | 2.678.430 | $11.242.076 | Naik ×3 | ||
| TRDA Entrada Therapeutics, Inc. - Common Stock | $37.335.293 | 0,19% | 5.072.730 | $-26.682.560 | |||
| SNSE Sensei Biotherapeutics, Inc. - Common Stock | $32.160.275 | 0,16% | 1.286.411 | Naik ×1 | |||
| AKTS Aktis Oncology, Inc. - Common stock | $32.112.393 | 0,16% | 996.351 | $14.287.674 | |||
| NGNE Neurogene Inc. - Common Stock | $31.188.682 | 0,16% | 991.691 | $11.196.191 | |||
| JBIO Jade Biosciences, Inc. - Common Stock | $27.340.066 | 0,14% | 1.230.426 | $4.282.091 | Turun ×1 | ||
| TSHA Taysha Gene Therapies, Inc. - Common Stock | $27.272.388 | 0,14% | 4.004.756 | $9.371.129 | |||
| RCUS Arcus Biosciences, Inc. Common Stock | $26.045.677 | 0,13% | 844.816 | $17.068.263 | Naik ×2 | ||
| IRON Disc Medicine, Inc. - Common Stock | $25.573.913 | 0,13% | 349.657 | $3.216.844 | |||
| ABSI Absci Corporation - Common Stock | $24.742.367 | 0,12% | 2.134.803 | $18.337.958 | |||
| Penerbit tidak dikenal (CUSIP: 370920100) | $24.016.166 | 0,12% | 1.423.602 | $6.221.141 | |||
| DBVT DBV Technologies S.A. - American Depositary Shares | $23.967.370 | 0,12% | 1.461.425 | $-6.561.798 | |||
| XENE Xenon Pharmaceuticals Inc. - Common Shares | $22.345.755 | 0,11% | 370.208 | $818.160 | |||
| TECX Tectonic Therapeutic, Inc. - Common Stock | $20.892.713 | 0,10% | 607.788 | $2.105.986 | |||
| CERS Cerus Corporation - Common Stock | $18.674.659 | 0,09% | 6.395.431 | $459.471 | Turun ×1 | ||
| CTMX CytomX Therapeutics, Inc. - Common Stock | $18.659.348 | 0,09% | 4.975.826 | $-4.727.034 | |||
| DYN Dyne Therapeutics, Inc. - Common Stock | $18.066.702 | 0,09% | 813.449 | $3.318.872 | |||
| CYTK Cytokinetics, Incorporated - Common Stock | $17.997.836 | 0,09% | 211.267 | Naik ×1 | |||
| XNCR Xencor, Inc. - Common Stock | $17.743.907 | 0,09% | 1.102.106 | $4.452.509 | |||
| SION Sionna Therapeutics, Inc. - Common Stock | $17.596.000 | 0,09% | 400.000 | $1.560.000 | |||
| NTLA Intellia Therapeutics, Inc. - Common Stock | $15.739.525 | 0,08% | 930.232 | ||||
| Penerbit tidak dikenal (CUSIP: 698955101) | $13.685.000 | 0,07% | 500.000 | Naik ×1 | |||
| MPLT MapLight Therapeutics, Inc. - Common Stock | $13.071.027 | 0,07% | 364.705 | $5.656.574 | |||
| Penerbit tidak dikenal (CUSIP: 05348Y105) | $11.522.000 | 0,06% | 350.000 | Naik ×1 | |||
| EVMN Evommune, Inc. Common Stock | $11.261.813 | 0,06% | 847.390 | $-8.219.683 | |||
| BNTX BioNTech SE - American Depositary Shares | $11.142.086 | 0,06% | 119.743 | $499.328 | |||
| TNGX Tango Therapeutics, Inc. - Common Stock | $10.419.990 | 0,05% | 333.333 | Naik ×1 | |||
| AVTX Avalo Therapeutics, Inc. - Common Stock | $10.164.000 | 0,05% | 550.000 | Naik ×1 | |||
| SERA Sera Prognostics, Inc. - Class A Common Stock | $10.006.669 | 0,05% | 5.498.170 | $-1.154.616 | |||
| VSTM Verastem, Inc. - Common Stock | $9.547.471 | 0,05% | 2.499.338 | $6.448.259 | Naik ×1 | ||
| SGMT Sagimet Biosciences Inc. - Series A Common Stock | $7.366.659 | 0,04% | 952.996 | $2.387.255 | |||
| EIKN Eikon Therapeutics, Inc. - Common Stock | $7.249.993 | 0,04% | 555.555 | $1.372.221 | |||
| LBRX LB Pharmaceuticals Inc - Common Stock | $6.491.000 | 0,03% | 200.000 | $1.559.000 | |||
| VTVT vTv Therapeutics Inc. - Class A Common Stock | $5.584.022 | 0,03% | 148.314 | $-298.111 | |||
| WVE Wave Life Sciences Ltd. - Ordinary Shares | $4.779.527 | 0,02% | 822.638 | $-1.184.599 | |||
| TARA Protara Therapeutics, Inc. - Common Stock | $3.711.565 | 0,02% | 971.614 | $-1.350.544 | |||
| TCRX TScan Therapeutics, Inc. - Common Stock | $2.729.375 | 0,01% | 2.784.792 | $-83.265 | |||
| IMNM Immunome, Inc. - Common Stock | $1.171.934 | 0,01% | 55.306 | Naik ×1 | |||
| SKYE Skye Bioscience, Inc. - Common Stock | $1.092.116 | 0,01% | 1.575.243 | $123.972 | |||
| SANA Sana Biotechnology, Inc. - Common Stock | $1.083.586 | 0,01% | 310.483 | $189.395 | |||
| ALGS Aligos Therapeutics, Inc. - Common stock | $479.227 | 0,00% | 83.055 | $-137.872 | |||
| TYRA Tyra Biosciences, Inc. - Common Stock | $338.788 | 0,00% | 10.607 | $-67.460 | |||
| SRZNW Surrozen, Inc. - Warrant | $13.750 | 0,00% | 833.333 | $417 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SNSE | $32.160.275 | 1.286.411 | 0,16% |
| CYTK | $17.997.836 | 211.267 | 0,09% |
| NTLA | $15.739.525 | 930.232 | 0,08% |
| Penerbit tidak dikenal (CUSIP: 698955101) | $13.685.000 | 500.000 | 0,07% |
| Penerbit tidak dikenal (CUSIP: 05348Y105) | $11.522.000 | 350.000 | 0,06% |
| TNGX | $10.419.990 | 333.333 | 0,05% |
| AVTX | $10.164.000 | 550.000 | 0,05% |
| IMNM | $1.171.934 | 55.306 | 0,01% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| RVMD | Beli lebih banyak | +1.9M | +$1.2B |
| INCY | Beli lebih banyak | +18K | +$593.6M |
| INSM | Beli lebih banyak | +1.4M | -$275.7M |
| KYMR | Hanya pergerakan harga | +0 | +$271.7M |
| SMMT | Dipangkas | -3.6M | -$212.3M |
| ALKS | Hanya pergerakan harga | +0 | +$170.6M |
| ABCL | Beli lebih banyak | +2.7M | +$153.5M |
| RYTM | Hanya pergerakan harga | +0 | +$134.8M |
| ACAD | Beli lebih banyak | +16K | +$130.8M |
| ONC | Beli lebih banyak | +3K | -$104.9M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ABVX | 30 Juni 2026 | 875.796 | $97.519.885 | -11,7% |
| RARE | 31 Maret 2026 | 2.772.692 | $63.771.916 | 26,8% |
| MRUS | 31 Des. 2025 | 574.377 | $54.077.595 | Tidak lagi dilacak |
| SYRE | 30 Juni 2026 | 1.000.000 | $50.440.000 | 19,3% |
| NTLA | 31 Des. 2025 | 2.746.674 | $47.435.060 | 41,0% |
| TERN | 31 Maret 2026 | 950.000 | $38.380.000 | Tidak lagi dilacak |
| RNA | 31 Des. 2025 | 625.000 | $27.231.250 | -81,1% |
| CNTA | 30 Juni 2026 | 670.751 | $26.642.230 | Tidak lagi dilacak |
| KRYS | 31 Maret 2025 | 169.934 | $26.621.860 | 88,2% |
| PCVX | 31 Des. 2025 | 640.885 | $23.084.678 | 33,5% |
| CRSP | 30 Juni 2025 | 654.099 | $22.258.989 | 18,2% |
| IMCR | 30 Juni 2026 | 734.397 | $22.142.070 | 13,8% |
| BCRX | 31 Maret 2026 | 2.822.727 | $22.017.271 | 3,3% |
| CDTX | 31 Des. 2025 | 227.272 | $21.763.567 | Tidak lagi dilacak |
| VTYX | 31 Maret 2026 | 2.349.280 | $21.213.998 | Tidak lagi dilacak |
| VRNA | 30 Sep. 2025 | 223.843 | $21.171.071 | Tidak lagi dilacak |
| VERV | 30 Sep. 2025 | 1.691.530 | $18.995.882 | Tidak lagi dilacak |
| CTNM | 30 Juni 2026 | 1.420.838 | $18.556.144 | -3,1% |
| ARGX | 30 Juni 2026 | 25.174 | $18.383.314 | 11,2% |
| CNTA | 30 Juni 2025 | 1.227.178 | $17.646.820 | Tidak lagi dilacak |
| BPMC | 30 Sep. 2025 | 125.538 | $16.091.461 | Tidak lagi dilacak |
| AKRO | 31 Des. 2025 | 324.630 | $15.413.432 | Tidak lagi dilacak |
| NUVL | 31 Maret 2026 | 143.937 | $14.478.623 | Tidak lagi dilacak |
| ACLX | 31 Des. 2025 | 166.825 | $13.696.333 | Tidak lagi dilacak |
| CMPS | 30 Juni 2026 | 2.344.720 | $12.966.302 | -1,1% |
| TSVT | 30 Juni 2025 | 2.497.526 | $12.337.778 | Tidak lagi dilacak |
| BCAX | 30 Juni 2025 | 833.333 | $10.858.329 | 171,4% |
| IONS | 30 Juni 2025 | 357.915 | $10.798.296 | 50,5% |
| PHVS | 30 Juni 2026 | 375.000 | $10.593.750 | 5,6% |
| VKTX | 31 Des. 2025 | 366.083 | $9.620.661 | -1,7% |
| MIRM | 31 Maret 2025 | 190.476 | $7.876.183 | 122,1% |
| ARVN | 31 Maret 2025 | 405.576 | $7.774.892 | 34,9% |
| AGIO | 31 Des. 2025 | 189.866 | $7.621.221 | 25,3% |
| DYN | 30 Juni 2025 | 672.096 | $7.030.124 | 173,3% |
| BMEA | 31 Maret 2025 | 1.451.990 | $5.633.721 | -35,9% |
| HRTX | 31 Des. 2025 | 4.251.951 | $5.357.458 | -75,5% |
| MBX | 31 Des. 2025 | 277.777 | $4.861.098 | 111,4% |
| RGLS | 30 Juni 2025 | 2.694.044 | $4.714.577 | Tidak lagi dilacak |
| IGMS | 30 Sep. 2025 | 4.096.210 | $4.587.755 | Tidak lagi dilacak |
| FDMT | 31 Maret 2026 | 475.737 | $3.568.028 | 68,7% |
| VIR | 31 Maret 2026 | 542.539 | $3.271.510 | 5,8% |
| FATE | 30 Sep. 2025 | 2.485.018 | $2.783.220 | 102,4% |
| ARCT | 31 Maret 2025 | 151.329 | $2.568.053 | 0,4% |
| PRME | 30 Juni 2025 | 1.028.466 | $2.046.647 | 37,6% |
| CADL | 30 Sep. 2025 | 355.112 | $1.796.867 | 161,1% |
| MRSN | 31 Maret 2025 | 1.086.115 | $1.553.144 | Tidak lagi dilacak |
| RCKT | 30 Sep. 2025 | 552.079 | $1.352.594 | 8,1% |
| GBIO | 31 Des. 2025 | 194.493 | $1.190.297 | Tidak lagi dilacak |
| CMPX | 30 Juni 2025 | 547.498 | $1.040.246 | -5,8% |
| HOOK | 30 Sep. 2025 | 812.814 | $1.020.082 | Tidak lagi dilacak |
| KALA | 31 Maret 2026 | 1.804.055 | $1.002.874 | 420,2% |
| PTCT | 31 Maret 2025 | 20.400 | $920.856 | 43,2% |
| NMRA | 30 Sep. 2025 | 1.034.600 | $758.672 | -12,6% |
| PMVP | 31 Maret 2025 | 322.024 | $486.256 | 22,9% |
| VYNE | 31 Des. 2025 | 851.353 | $285.203 | Tidak lagi dilacak |
| FHTX | 31 Maret 2025 | 45.027 | $212.527 | 91,2% |
| CYPH | 30 Juni 2025 | 404.744 | $123.487 | 295,6% |
| IPSC | 30 Juni 2025 | 241.684 | $115.042 | 272,1% |
| ACRV | 31 Maret 2026 | 22.809 | $54.970 | 59,7% |
| OPTEY | 31 Des. 2025 | 2.087.320 | $0 | Tidak lagi dilacak |