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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $18.38B
Positions: 105
Period: 2023-03-31
Filed: 2023-05-15
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

$18.38B

Positions

105

New

6

Increased

24

Decreased

7

Sold Out

303

BAKER BROS. ADVISORS LP Q1 2023 13F Filing Summary

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). Top holdings include SE ($9.50B), INCY ($2.61B), ONC ($2.51B). The top 10 positions account for 90.4% of the portfolio. This quarter saw 6 new positions, 24 increases, 7 reductions, 303 complete exits. Notable new buys: BPMC ($15.01M), ALLO ($7.79M), MRSN ($7.75M). Notable exits: INSM, ATI, ASND.

All Holdings

#StockValue↓WeightChange
1
SESeagen Inc.
COM
$9.50B
51.68%
+0.0%
2
INCYIncyte Corporation
COM
$2.61B
14.22%
+0.1%
3
ONCBeiGene, Ltd.
SPONSORED ADR
$2.51B
13.68%
-
4
ACADACADIA Pharmaceuticals Inc.
COM
$789.28M
4.29%
+0.0%
5
MDGLMadrigal Pharmaceuticals, Inc.
COM
$374.32M
2.04%
-
6
BMRNBioMarin Pharmaceutical Inc.
COM
$370.51M
2.02%
-50.0%
7
IMCRImmunocore Holdings plc
ADS
$124.62M
0.68%
-
8
RYTMRhythm Pharmaceuticals, Inc.
COM
$115.93M
0.63%
+2.3%
9
KODKodiak Sciences Inc.
COM
$107.33M
0.58%
-
10
BCRXBioCryst Pharmaceuticals, Inc.
COM
$106.01M
0.58%
-
11
ARGXargenx SE
SPONSORED ADR
$104.38M
0.57%
-
12
AKROAkero Therapeutics, Inc.
COM
$90.61M
0.49%
-
13
KYMRKymera Therapeutics, Inc.
COM
$85.33M
0.46%
-
14
REPLReplimune Group, Inc.
COM
$80.85M
0.44%
-
15
ABCLAbCellera Biologics Inc.
COM
$78.79M
0.43%
-
16
SWTXSpringWorks Therapeutics, Inc.
COM
$70.88M
0.39%
+80.1%
17
TRDAEntrada Therapeutics, Inc.
COM
$70.55M
0.38%
-
18
BMEABiomea Fusion, Inc.
COM
$65.40M
0.36%
+0.2%
19
RVMDRevolution Medicines, Inc.
COM
$58.30M
0.32%
+1111.2%
20
PRLDPrelude Therapeutics Inc.
COM
$57.71M
0.31%
-
21
ATIMirati Therapeutics, Inc.
COM
$52.42M
0.29%
-
22
FGENFibroGen, Inc.
COM
$49.21M
0.27%
+91.8%
23
CERSCerus Corporation
COM
$47.72M
0.26%
-
24
IGMSIGM Biosciences, Inc.
COM
$43.37M
0.24%
+0.0%
25
THCHAerovate Therapeutics, Inc.
COM
$39.60M
0.22%
-0.7%
26
IMTXImmatics N.V.
SHS
$35.79M
0.19%
-
27
ROIVRoivant Sciences Ltd.
SHS
$35.26M
0.19%
+566.6%
28
NRIXNurix Therapeutics, Inc.
COM
$34.47M
0.19%
-
29
THCHChinook Therapeutics, Inc.
COM
$33.69M
0.18%
-42.6%
30
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$30.12M
0.16%
-
31
THCHDICE Therapeutics, Inc.
COM
$29.68M
0.16%
+20.1%
32
XENEXenon Pharmaceuticals Inc.
COM
$26.90M
0.15%
-
33
TSVT2seventy bio, Inc.
COM
$25.47M
0.14%
+21.1%
34
DNLIDenali Therapeutics Inc.
COM
$25.08M
0.14%
-
35
DBV Technologies S.A.
SPONSORED ADR
$24.70M
0.13%
-
36
KRYSKrystal Biotech, Inc.
COM
$24.24M
0.13%
-
37
VERVVerve Therapeutics, Inc.
COM
$20.43M
0.11%
-
38
RAREUltragenyx Pharmaceutical Inc.
COM
$18.89M
0.10%
-
39
BCYCBicycle Therapeutics plc
SPONSORED ADS
$17.95M
0.10%
-
40
STOKStoke Therapeutics, Inc.
COM
$17.62M
0.10%
+90.8%
41
ANABAnaptysBio, Inc.
COM
$16.88M
0.09%
-
42
RNAMAvidity Biosciences, Inc.
COM
$15.41M
0.08%
+130.9%
43
BPMCBlueprint Medicines Corporation
COM
$15.01M
0.08%
New
44
THCHARS Pharmaceuticals, Inc.
COM
$13.06M
0.07%
-
45
PACBPacific Biosciences of California, Inc.
COM
$13.06M
0.07%
-
46
PRMEPrime Medicine, Inc.
COM
$12.65M
0.07%
-
47
HRTXHeron Therapeutics, Inc.
COM
$12.28M
0.07%
-
48
Invitae Corporation
COM
$11.99M
0.07%
+5.7%
49
IDYAIDEAYA Biosciences, Inc.
COM
$11.43M
0.06%
-50.1%
50
CABACabaletta Bio, Inc.
COM
$11.11M
0.06%
-
Showing 1-50 of 105

Position Changes

StockValueShares
BPMCBlueprint Medicines Corporation
$15.01M333,665
ALLOAllogene Therapeutics, Inc.
$7.79M1,576,901
MRSNMersana Therapeutics, Inc.
$7.75M1,886,115
SANASana Biotechnology, Inc.
$6.54M2,000,000
RLAYRelay Therapeutics, Inc.
$4.68M284,000
GLUEMonte Rosa Therapeutics, Inc.
$2.92M375,095