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CIK: 0001263508
Total reported value
$20.0B
$20.0B
95 檔
24.6%
In Q2 2024, Baker Bros. Advisors LP's U.S. equity holdings reached a combined market value of $20.0B, distributed across 95 disclosed stock positions.
During Q2 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 | 23.81% | +0.86% | -15.04% | |
| 2 | ONC | Beone Medicines Ltd-adr | Stock-Other | 19.27% | -2.43% | — | |
| 3 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 8.90% | -0.04% | +0.03% | |
| 4 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 7.07% | -0.67% | +0.24% | |
| 5 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.75% | +5.40% | +0.26% | |
| 6 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 3.36% | +0.32% | — | |
| 7 | INSM | Insmed Inc | Stock-Healthcare | 3.06% | -2.27% | +942.58% | |
| 8 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 2.43% | -0.06% | +90.17% | |
| 9 | SMMT | Summit Therapeutics Inc | Stock-Other | 2.31% | -1.57% | — | |
| 10 | KYMR | Kymera Therapeutics Inc | Stock-Other | 2.29% | +0.83% | — | |
| 11 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.34% | -0.44% | — | |
| 12 | ALKS | Alkermes plc | Stock-Healthcare | 1.29% | +0.60% | — | |
| 13 | INSM 0.75 06-01-28Bond | Insmed Inc | Bond | 1.16% | — | — | |
| 14 | REPL | Replimune Group Inc | Stock-Other | 1.16% | +0.12% | +5.24% | |
| 15 | DNLI | Denali Therapeutics Inc | Stock-Other | 1.11% | +0.07% | — | |
| 16 | ABCL | Abcellera Biologics Inc | Stock-Other | 1.04% | +0.69% | — | |
| 17 | NRIX | Nurix Therapeutics Inc | Stock-Other | 1.04% | +0.16% | — | |
| 18 | ✓ | Immatics NV | Stock-Other | 0.96% | -0.14% | — | |
| 19 | TRDA | Entrada Therapeutics Inc | Stock-Other | 0.89% | -0.18% | — | |
| 20 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 0.77% | — | — | |
| 21 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.75% | -0.07% | +29.69% | |
| 22 | INSM 1.75 01-15-25Bond | Insmed Inc | Bond | 0.72% | — | — | |
| 23 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 0.67% | +0.13% | — | |
| 24 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.66% | -0.13% | EXIT | |
| 25 | ARGX | Argenx Se - Adr | Stock-Healthcare | 0.61% | -0.11% | EXIT | |
| 26 | KOD | Kodiak Sciences Inc | Stock-Other | 0.52% | -0.47% | — | |
| 27 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 0.50% | -0.01% | — | |
| 28 | PRLD | Prelude Therapeutics Inc | Stock-Other | 0.49% | +0.07% | — | |
| 29 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.48% | +0.18% | — | |
| 30 | CERS | Cerus CORP | Stock-Other | 0.44% | -0.01% | — | |
| 31 | SERA | Sera Prognostics Inc-a | Stock-Other | 0.41% | -0.01% | — | |
| 32 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 0.40% | — | — | |
| 33 | CELC | Celcuity Inc | Stock-Other | 0.39% | -1.04% | +20.77% | |
| 34 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 0.38% | +0.07% | -62.25% | |
| 35 | 1K0 | Igm Biosciences Inc | Stock-Other | 0.36% | — | +0.05% | |
| 36 | CERE1EUR | Cerevel Therapeutics Holding | Stock-Other | 0.36% | — | -57.28% | |
| 37 | AKRO | Akero Therapeutics Inc | Stock-Other | 0.33% | — | -59.57% | |
| 38 | DYN | Dyne Therapeutics Inc | Stock-Other | 0.30% | +0.01% | +135.82% | |
| 39 | ALMS | Alumis Inc | Stock-Other | 0.27% | +0.03% | — | |
| 40 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.23% | +0.12% | — | |
| 41 | ✓ | Merus N V | Stock-Other | 0.23% | — | — | |
| 42 | NGNE | Neurogene Inc | Stock-Other | 0.21% | +0.05% | — | |
| 43 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.21% | -0.01% | — | |
| 44 | SANA | Sana Biotechnology Inc | Stock-Other | 0.17% | — | — | |
| 45 | IMVT | Immunovant Inc | Stock-Other | 0.16% | +0.27% | +9.34% | |
| 46 | XNCR | Xencor Inc | Stock-Other | 0.13% | +0.01% | — | |
| 47 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.13% | — | +63.22% | |
| 48 | FATE | Fate Therapeutics Inc | Stock-Other | 0.13% | — | +64.88% | |
| 49 | TSVT* | 2seventy Bio Inc | Stock-Other | 0.12% | — | — | |
| 50 | BMEA | Biomea Fusion Inc | Stock-Other | 0.12% | — | — |
According to official SEC Form 13F filings, Baker Bros. Advisors LP reported a total U.S. public equity portfolio value of $20.0B across 95 disclosed positions in Q2 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 24.6% of total reported equity market value during Q2 2024.
During Q2 2024, Baker Bros. Advisors LP's top holdings by market value included INCY (23.8%)、ONC (19.3%)、ACAD (8.9%). The largest single position, INCY, represented 23.8% of total portfolio value.
In Q2 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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