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NEW YORK, NY · CIK 0001263508
New positions
16
Added to
17
Trimmed
11
Exited
9
BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $7.83B across 96 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 76.3% 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 | INCYIncyte Corporation | $1.86B | 23.81% | -15.0% |
| 2 | ONCBeiGene, Ltd. | $1.51B | 19.27% | - |
| 3 | ACADACADIA Pharmaceuticals Inc. | $696.77M | 8.90% | +0.0% |
| 4 | MDGLMadrigal Pharmaceuticals, Inc. | $553.20M | 7.07% | +0.2% |
| 5 | RVMDRevolution Medicines, Inc. | $293.76M | 3.75% | +0.3% |
| 6 | RYTMRhythm Pharmaceuticals, Inc. | $262.72M | 3.36% | - |
| 7 | INSMInsmed Incorporated | $239.59M | 3.06% | +942.6% |
| 8 | BCYCBicycle Therapeutics plc | $190.26M | 2.43% | +90.2% |
| 9 | SMMTSummit Therapeutics Inc. | $181.13M | 2.31% | New |
| 10 | KYMRKymera Therapeutics, Inc. | $178.98M | 2.29% | - |
| Stock | Value | Shares |
|---|---|---|
| SMMTSummit Therapeutics Inc. | $181.13M | 23,222,222 |
| ALKSAlkermes plc | $100.78M | 4,181,751 |
| INSM 0.75 06/01/28Insmed Incorporated | $90.41M | 42,850,000 |
| INSM 1.75 01/15/25Insmed Incorporated | $56.19M | 32,887,000 |
| KNSAKiniksa Pharmaceuticals International, plc | $52.62M | 2,818,323 |
| ALMSAlumis Inc. | $20.78M | 1,562,500 |
| MRUSMerus N.V. | $17.75M | 300,000 |
| DBVTDBV Technologies S.A. | $5.85M | 7,307,131 |
| CTNMContineum Therapeutics, Inc. | $5.50M | 312,500 |
| CRSPCRISPR Therapeutics AG | $5.40M | 100,000 |
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