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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $17.63B
Positions: 117
Period: 2022-06-30
Filed: 2022-08-15
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014

Portfolio Value

$17.63B

Positions

117

New

4

Increased

25

Decreased

7

Sold Out

263

BAKER BROS. ADVISORS LP Q2 2022 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $17.63B across 117 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). Top holdings include SE ($8.30B), INCY ($2.75B), ONC ($1.89B). The top 10 positions account for 87.5% of the portfolio. This quarter saw 4 new positions, 25 increases, 7 reductions, 263 complete exits. Notable new buys: ATRA ($5.80M), VOR ($5.66M), NKTX ($4.93M). Notable exits: NBIX, AXSM, KURA.

All Holdings

#StockValue↓WeightChange
1
SESeagen Inc.
COM
$8.30B
47.09%
-
2
INCYIncyte Corporation
COM
$2.75B
15.58%
+0.0%
3
ONCBeiGene, Ltd.
SPONSORED ADR
$1.89B
10.71%
-
4
BMRNBioMarin Pharmaceutical Inc.
COM
$631.51M
3.58%
-
5
ACADACADIA Pharmaceuticals Inc.
COM
$590.70M
3.35%
+0.0%
6
ASNDAscendis Pharma A/S
SPONSORED ADR
$451.10M
2.56%
+6.8%
7
ARGXargenx SE
SPONSORED ADR
$424.18M
2.41%
-
8
BCRXBioCryst Pharmaceuticals, Inc.
COM
$134.48M
0.76%
-
9
KODKodiak Sciences Inc.
COM
$132.25M
0.75%
+8.7%
10
THCHGlobal Blood Therapeutics, Inc.
COM
$119.25M
0.68%
+12.6%
11
ABCLAbCellera Biologics Inc.
COM
$111.29M
0.63%
-
12
MDGLMadrigal Pharmaceuticals, Inc.
COM
$107.31M
0.61%
-
13
ATIMirati Therapeutics, Inc.
COM
$94.64M
0.54%
-
14
IMCRImmunocore Holdings plc
ADS
$94.05M
0.53%
-
15
THCHHorizon Therapeutics Public Ltd Co
SHS
$91.61M
0.52%
+27.8%
16
CERSCerus Corporation
COM
$85.00M
0.48%
+17.2%
17
TVTXTravere Therapeutics, Inc.
COM
$79.96M
0.45%
-
18
REPLReplimune Group, Inc.
COM
$62.77M
0.36%
+122.8%
19
TRDAEntrada Therapeutics, Inc.
COM
$59.27M
0.34%
+3.4%
20
IGMSIGM Biosciences, Inc.
COM
$56.91M
0.32%
-
21
KYMRKymera Therapeutics, Inc.
COM
$56.70M
0.32%
+20.8%
22
KRYSKrystal Biotech, Inc.
COM
$53.04M
0.30%
-
23
PRLDPrelude Therapeutics Inc.
COM
$52.85M
0.30%
-
24
NRIXNurix Therapeutics, Inc.
COM
$49.19M
0.28%
+58.2%
25
LEGNLegend Biotech Corporation
SPONSORED ADS
$47.12M
0.27%
-57.4%
26
ALKSAlkermes plc
SHS
$44.69M
0.25%
-
27
ChemoCentryx, Inc.
COM
$44.42M
0.25%
+95.5%
28
THCHChinook Therapeutics, Inc.
COM
$44.32M
0.25%
+8.6%
29
INSMInsmed Incorporated
COM PAR $.01
$42.52M
0.24%
-
30
IMTXImmatics N.V.
SHS
$38.53M
0.22%
-
31
DBV Technologies S.A.
SPONSORED ADR
$37.27M
0.21%
-
32
SRPTSarepta Therapeutics, Inc.
DBCV 1.5% 11/15/2024
$36.58M
0.21%
-
33
INSMInsmed Incorporated
Note 0.75% 6/1/2028
$33.28M
0.19%
-
34
THCHAerovate Therapeutics, Inc.
COM
$32.35M
0.18%
-
35
AMRNAmarin Corporation plc
SPONSORED ADR
$31.54M
0.18%
-
36
VSTMVerastem, Inc.
COM
$31.31M
0.18%
-
37
RAREUltragenyx Pharmaceutical Inc.
COM
$28.10M
0.16%
+6.0%
38
TSVT2seventy bio, Inc.
COMMON STOCK
$27.23M
0.15%
-
39
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$27.13M
0.15%
-
40
BMEABiomea Fusion, Inc.
COM
$25.21M
0.14%
+35.7%
41
ALTAltimmune, Inc.
COM
$24.28M
0.14%
+93.6%
42
Invitae Corporation
COM
$24.09M
0.14%
-
43
PACBPacific Biosciences of California, Inc.
COM
$24.07M
0.14%
-
44
XENEXenon Pharmaceuticals Inc.
COM
$22.86M
0.13%
-
45
HRTXHeron Therapeutics, Inc.
COM
$22.69M
0.13%
-
46
MRUSMerus N.V.
COM
$22.54M
0.13%
-51.1%
47
VERVVerve Therapeutics, Inc.
COM
$21.64M
0.12%
-
48
DSGNDesign Therapeutics, Inc.
COM
$20.11M
0.11%
-
49
AFMDQAffimed N.V.
COM
$18.27M
0.10%
+28.0%
50
TILInstil Bio, Inc.
COM
$17.99M
0.10%
-
Showing 1-50 of 117

Position Changes

StockValueShares
ATRAAtara Biotherapeutics, Inc.
$5.80M744,186
VORVor Biopharma Inc.
$5.66M1,138,768
NKTXNkarta, Inc.
$4.93M400,000
EVFMEvofem Biosciences, Inc.
$2.92M2,583,616