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NEW YORK, NY · CIK 0001263508
New positions
5
Added to
23
Trimmed
12
Exited
22
BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $8.79B across 84 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 81.0% 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 | $2.27B | 25.85% | +0.0% |
| 2 | ONCBeiGene, Ltd. | $1.91B | 21.69% | -9.4% |
| 3 | ACADACADIA Pharmaceuticals Inc. | $1.34B | 15.27% | - |
| 4 | MDGLMadrigal Pharmaceuticals, Inc. | $455.77M | 5.19% | +27.5% |
| 5 | RYTMRhythm Pharmaceuticals, Inc. | $294.13M | 3.35% | -4.5% |
| 6 | MRTXEURMirati Therapeutics, Inc. | $242.13M | 2.76% | +192.3% |
| 7 | IMCRImmunocore Holdings plc | $172.22M | 1.96% | - |
| 8 | KYMRKymera Therapeutics, Inc. | $152.66M | 1.74% | +26.2% |
| 9 | RVMDRevolution Medicines, Inc. | $147.66M | 1.68% | +91.3% |
| 10 | Invitae Corporation | $131.15M | 1.49% | - |
| Stock | Value | Shares |
|---|---|---|
| CERE1EURCerevel Therapeutics Holdings, Inc. | $67.84M | 1,600,000 |
| CLDXCelldex Therapeutics, Inc. | $9.82M | 247,644 |
| NGNENeurogene Inc. | $8.79M | 453,516 |
| PFEPfizer Inc. | $1.01M | 35,000 |
| TYRATyra Biosciences, Inc. | $146.91K | 10,607 |
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