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CIK: 0001263508
Total reported value
$20.0B
$20.0B
87 檔
26.6%
As reported in its official Q1 2024 Form 13F filing, Baker Bros. Advisors LP's tracked investment portfolio stood at $20.0B with 87 total positions.
During Q1 2024, Baker Bros. Advisors LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INCY | Incyte CORP | Stock-Healthcare | 25.86% | +0.86% | +0.00% | |
| 2 | ONC | Beone Medicines Ltd-adr | Stock-Other | 20.73% | -2.43% | — | |
| 3 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 9.94% | -0.04% | — | |
| 4 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 6.60% | -0.67% | — | |
| 5 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 3.48% | +0.32% | — | |
| 6 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.05% | +5.40% | +46.63% | |
| 7 | KYMR | Kymera Therapeutics Inc | Stock-Other | 3.02% | +0.83% | — | |
| 8 | ABCL | Abcellera Biologics Inc | Stock-Other | 1.56% | +0.69% | +20.15% | |
| 9 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 1.54% | -0.06% | +176.08% | |
| 10 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.34% | -0.44% | +87.62% | |
| 11 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 1.24% | -0.13% | EXIT | |
| 12 | KOD | Kodiak Sciences Inc | Stock-Other | 1.14% | -0.47% | — | |
| 13 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 0.98% | +0.07% | -2.36% | |
| 14 | REPL | Replimune Group Inc | Stock-Other | 0.98% | +0.12% | — | |
| 15 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.96% | +0.07% | +43.13% | |
| 16 | TRDA | Entrada Therapeutics Inc | Stock-Other | 0.86% | -0.18% | — | |
| 17 | AKRO | Akero Therapeutics Inc | Stock-Other | 0.86% | — | +14.56% | |
| 18 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 0.86% | — | — | |
| 19 | ✓ | Immatics NV | Stock-Other | 0.85% | -0.14% | +10.35% | |
| 20 | CERE1EUR | Cerevel Therapeutics Holding | Stock-Other | 0.85% | — | — | |
| 21 | ARGX | Argenx Se - Adr | Stock-Healthcare | 0.75% | -0.11% | EXIT | |
| 22 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.72% | +0.16% | — | |
| 23 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 0.70% | — | — | |
| 24 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 0.65% | — | — | |
| 25 | ✓ | Stock-Other | 0.62% | — | — | ||
| 26 | SERA | Sera Prognostics Inc-a | Stock-Other | 0.62% | -0.01% | — | |
| 27 | PRLD | Prelude Therapeutics Inc | Stock-Other | 0.60% | +0.07% | — | |
| 28 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.58% | +0.18% | — | |
| 29 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.57% | -0.07% | +65.92% | |
| 30 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 0.54% | -0.01% | — | |
| 31 | 1K0 | Igm Biosciences Inc | Stock-Other | 0.49% | — | +10.76% | |
| 32 | CERS | Cerus CORP | Stock-Other | 0.46% | -0.01% | — | |
| 33 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.43% | +0.12% | — | |
| 34 | CELC | Celcuity Inc | Stock-Other | 0.42% | -1.04% | +189.92% | |
| 35 | BMEA | Biomea Fusion Inc | Stock-Other | 0.40% | — | — | |
| 36 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 0.38% | — | — | |
| 37 | SANA | Sana Biotechnology Inc | Stock-Other | 0.30% | — | +19.05% | |
| 38 | NGNE | Neurogene Inc | Stock-Other | 0.29% | +0.05% | +0.55% | |
| 39 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.28% | — | — | |
| 40 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.28% | -0.01% | — | |
| 41 | ADAPY | Adaptimmune Therapeutics-adr | Stock-Other | 0.21% | — | -1.66% | |
| 42 | IMVT | Immunovant Inc | Stock-Other | 0.17% | +0.27% | — | |
| 43 | TSVT* | 2seventy Bio Inc | Stock-Other | 0.17% | — | — | |
| 44 | FATE | Fate Therapeutics Inc | Stock-Other | 0.17% | — | — | |
| 45 | XNCR | Xencor Inc | Stock-Other | 0.15% | +0.01% | +122.23% | |
| 46 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 0.14% | +0.04% | — | |
| 47 | ✓ | Stock-Other | 0.14% | — | — | ||
| 48 | CLDX | Celldex Therapeutics Inc | Stock-Other | 0.13% | +0.10% | — | |
| 49 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.12% | +0.19% | — | |
| 50 | INSM | Insmed Inc | Stock-Healthcare | 0.12% | -2.27% | — |
According to official SEC Form 13F filings, Baker Bros. Advisors LP reported a total U.S. public equity portfolio value of $20.0B across 87 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including INCY, ONC, ACAD) accounted for 26.6% of total reported equity market value during Q1 2024.
During Q1 2024, Baker Bros. Advisors LP's top holdings by market value included INCY (25.9%)、ONC (20.7%)、ACAD (9.9%). The largest single position, INCY, represented 25.9% of total portfolio value.
In Q1 2024, Baker Bros. Advisors LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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