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NEW YORK, NY · CIK 0001263508
New positions
7
Added to
23
Trimmed
7
Exited
15
BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $18.38B across 105 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 90.4% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SGENUSDSeagen Inc. | $9.50B | 51.68% | +0.0% |
| 2 | INCYIncyte Corporation | $2.61B | 14.22% | +0.1% |
| 3 | ONCBeiGene, Ltd. | $2.51B | 13.68% | - |
| 4 | ACADACADIA Pharmaceuticals Inc. | $789.28M | 4.29% | +0.0% |
| 5 | MDGLMadrigal Pharmaceuticals, Inc. | $374.32M | 2.04% | - |
| 6 | BMRNBioMarin Pharmaceutical Inc. | $370.51M | 2.02% | -50.0% |
| 7 | IMCRImmunocore Holdings plc | $124.62M | 0.68% | - |
| 8 | RYTMRhythm Pharmaceuticals, Inc. | $115.93M | 0.63% | +2.3% |
| 9 | KODKodiak Sciences Inc. | $107.33M | 0.58% | - |
| 10 | BCRXBioCryst Pharmaceuticals, Inc. | $106.01M | 0.58% | - |
| Stock | Value | Shares |
|---|---|---|
| 2655787DBlueprint Medicines Corporation | $15.01M | 333,665 |
| ALLOAllogene Therapeutics, Inc. | $7.79M | 1,576,901 |
| MRSNMersana Therapeutics, Inc. | $7.75M | 1,886,115 |
| GERNGeron Corporation | $6.64M | 3,061,224 |
| SANASana Biotechnology, Inc. | $6.54M | 2,000,000 |
| RLAYRelay Therapeutics, Inc. | $4.68M | 284,000 |
| GLUEMonte Rosa Therapeutics, Inc. | $2.92M | 375,095 |
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