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NEW YORK, NY · CIK 0001263508
Portfolio Value
$9.80B
Positions
123
New
123
Increased
0
Decreased
0
Sold Out
0
BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $9.80B across 123 positions in their Q4 2014 SEC 13F filing (period ending 2014-12-31). The top 10 positions account for 73.3% 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 | Pharmacyclics Inc. | $1.12B | 11.39% | New |
| 2 | INCYIncyte Corp. | $1.09B | 11.08% | New |
| 3 | Synageva Biopharma Corp. | $989.18M | 10.10% | New |
| 4 | SGENEURSeattle Genetics, Inc. | $895.20M | 9.14% | New |
| 5 | Avanir Pharmaceuticals | $652.81M | 6.66% | New |
| 6 | ACADAcadia Pharmaceuticals Inc. | $650.29M | 6.64% | New |
| 7 | SLXP 2.75 05/15/15Salix 2.75% 5/15/15 | $542.74M | 5.54% | New |
| 8 | GHDXGenomic Health Inc. | $436.59M | 4.46% | New |
| 9 | Incyte Corporation Notes 1.25% 11/15/2020 144A | $421.61M | 4.30% | New |
| 10 | Incyte Corporation Notes 0.375% 11/15/2018 144A | $388.04M | 3.96% | New |
| Stock | Value | Shares |
|---|---|---|
| Pharmacyclics Inc. | $1.12B | 9,129,231 |
| INCYIncyte Corp. | $1.09B | 14,845,559 |
| Synageva Biopharma Corp. | $989.18M | 10,660,432 |
| SGENEURSeattle Genetics, Inc. | $895.20M | 27,861,720 |
| Avanir Pharmaceuticals | $652.81M | 38,513,713 |
| ACADAcadia Pharmaceuticals Inc. | $650.29M | 20,481,442 |
| SLXP 2.75 05/15/15Salix 2.75% 5/15/15 | $542.74M | 219,440,000 |
| GHDXGenomic Health Inc. | $436.59M | 13,656,318 |
| Incyte Corporation Notes 1.25% 11/15/2020 144A | $421.61M | 274,500,000 |
| Incyte Corporation Notes 0.375% 11/15/2018 144A | $388.04M | 259,000,000 |
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