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NEW YORK, NY · CIK 0001263508
New positions
9
Added to
17
Trimmed
11
Exited
15
BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $22.77B across 121 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 81.6% 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. | $7.47B | 32.79% | +0.0% |
| 2 | ONCBeiGene, Ltd. | $4.00B | 17.59% | - |
| 3 | INCYIncyte Corporation | $2.69B | 11.83% | +0.1% |
| 4 | KODKodiak Sciences Inc. | $1.31B | 5.77% | +1.9% |
| 5 | ACADACADIA Pharmaceuticals Inc. | $1.02B | 4.49% | - |
| 6 | BMRNBioMarin Pharmaceutical Inc. | $633.25M | 2.78% | - |
| 7 | ASNDUSDAscendis Pharma A/S | $465.72M | 2.05% | - |
| 8 | NVTA1EURInvitae Corporation | $345.68M | 1.52% | -34.9% |
| 9 | ARGXargenx SE | $337.06M | 1.48% | - |
| 10 | PRLDPrelude Therapeutics Incorporated | $289.85M | 1.27% | - |
| Stock | Value | Shares |
|---|---|---|
| VERVVerve Therapeutics, Inc. | $85.35M | 1,416,530 |
| INSM 0.75 06/01/28Insmed Incorporated | $44.06M | 40,000,000 |
| Aerovate Therapeutics, Inc. | $32.61M | 1,428,571 |
| APLS 3.5 09/15/26Apellis Pharmaceuticals, Inc. | $27.79M | 15,000,000 |
| TCDA 3.5 05/15/27Tricida, Inc. | $27.33M | 75,000,000 |
| Cyteir Therapeutics, Inc. | $17.39M | 812,640 |
| CNTACentessa Pharmaceuticals plc | $8.88M | 400,000 |
| BMEABiomea Fusion, Inc. | $4.59M | 294,117 |
| RLMDRelmada Therapeutics, Inc. | $2.45M | 76,600 |
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