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CIK: 0001263508
Total reported value
$20.0B
$20.0B
93 檔
30.2%
According to the latest 13F quarterly dataset, Baker Bros. Advisors LP managed an equity portfolio of $20.0B at the end of Q3 2024, spanning 93 distinct U.S. exchange-listed positions.
In Q3 2024, Baker Bros. Advisors LP displayed an active expansion posture, initiating 6 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ONC | Beone Medicines Ltd-adr | Stock-Other | 24.59% | -2.43% | — | |
| 2 | INCY | Incyte CORP | Stock-Healthcare | 21.06% | +0.86% | +0.00% | |
| 3 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 6.83% | -0.04% | — | |
| 4 | SMMT | Summit Therapeutics Inc | Stock-Other | 5.54% | -1.57% | +5.18% | |
| 5 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 4.34% | -0.67% | — | |
| 6 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.56% | +5.40% | — | |
| 7 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 3.47% | +0.32% | — | |
| 8 | INSM | Insmed Inc | Stock-Healthcare | 3.34% | -2.27% | +23.49% | |
| 9 | KYMR | Kymera Therapeutics Inc | Stock-Other | 2.94% | +0.83% | — | |
| 10 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 2.20% | -0.06% | — | |
| 11 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.62% | -0.44% | — | |
| 12 | REPL | Replimune Group Inc | Stock-Other | 1.25% | +0.12% | +9.95% | |
| 13 | ALKS | Alkermes plc | Stock-Healthcare | 1.21% | +0.60% | — | |
| 14 | DNLI | Denali Therapeutics Inc | Stock-Other | 1.13% | +0.07% | — | |
| 15 | INSM 0.75 06-01-28Bond | Insmed Inc | Bond | 1.02% | — | — | |
| 16 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 0.91% | — | +7.47% | |
| 17 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.90% | +0.16% | — | |
| 18 | TRDA | Entrada Therapeutics Inc | Stock-Other | 0.81% | -0.18% | — | |
| 19 | ✓ | Immatics NV | Stock-Other | 0.76% | -0.14% | — | |
| 20 | ABCL | Abcellera Biologics Inc | Stock-Other | 0.74% | +0.69% | — | |
| 21 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 0.73% | +0.13% | — | |
| 22 | 1K0 | Igm Biosciences Inc | Stock-Other | 0.70% | — | +0.05% | |
| 23 | ARGX | Argenx Se - Adr | Stock-Healthcare | 0.63% | -0.11% | EXIT | |
| 24 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.56% | -0.07% | — | |
| 25 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.49% | -0.13% | EXIT | |
| 26 | KOD | Kodiak Sciences Inc | Stock-Other | 0.47% | -0.47% | — | |
| 27 | SERA | Sera Prognostics Inc-a | Stock-Other | 0.44% | -0.01% | — | |
| 28 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.41% | — | +743.08% | |
| 29 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 0.41% | -0.01% | — | |
| 30 | IMVT | Immunovant Inc | Stock-Other | 0.36% | +0.27% | +163.69% | |
| 31 | CERS | Cerus CORP | Stock-Other | 0.35% | -0.01% | — | |
| 32 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.35% | +0.18% | — | |
| 33 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 0.33% | +0.07% | — | |
| 34 | AKRO | Akero Therapeutics Inc | Stock-Other | 0.33% | — | — | |
| 35 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 0.32% | — | — | |
| 36 | CELC | Celcuity Inc | Stock-Other | 0.29% | -1.04% | — | |
| 37 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.27% | +0.12% | — | |
| 38 | DYN | Dyne Therapeutics Inc | Stock-Other | 0.25% | +0.01% | — | |
| 39 | BMEA | Biomea Fusion Inc | Stock-Other | 0.22% | — | — | |
| 40 | BCAX | Bicara Therapeutics Inc | Stock-Other | 0.22% | — | — | |
| 41 | PRLD | Prelude Therapeutics Inc | Stock-Other | 0.22% | +0.07% | — | |
| 42 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.20% | -0.15% | EXIT | |
| 43 | NGNE | Neurogene Inc | Stock-Other | 0.20% | +0.05% | — | |
| 44 | PRAX | Praxis Precision Medicines I | Stock-Other | 0.19% | -0.30% | +145.65% | |
| 45 | ALMS | Alumis Inc | Stock-Other | 0.17% | +0.03% | — | |
| 46 | ✓ | Merus N V | Stock-Other | 0.16% | — | — | |
| 47 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.14% | -0.01% | — | |
| 48 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.14% | — | — | |
| 49 | XNCR | Xencor Inc | Stock-Other | 0.14% | +0.01% | +22.92% | |
| 50 | TSVT* | 2seventy Bio Inc | Stock-Other | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ONC | Beone Medicines Ltd-adr | +5.3% | — | Unchanged |
| 2 | SMMT | Summit Therapeutics Inc | +3.2% | +5.18% | Add |
| 3 | KYMR | Kymera Therapeutics Inc | +0.7% | — | Add |
| 4 | 1K0 | Igm Biosciences Inc | +0.3% | +0.05% | Add |
| 5 | CRSP | CRISPR Therapeutics AG | +0.3% | +743.08% | Add |
| 6 | INSM | Insmed Inc | +0.3% | +23.49% | Add |
| 7 | EWTX | Edgewise Therapeutics Inc | +0.3% | — | Unchanged |
| 8 | BCAX | Bicara Therapeutics Inc | +0.2% | NEW | New buy |
| 9 | IMVT | Immunovant Inc | +0.2% | +163.69% | Add |
| 10 | RARE | Ultragenyx Pharmaceutical In | +0.1% | +7.47% | Add |
| 11 | 260 | Centessa Pharmaceuticals-adr | +0.1% | +123.44% | Add |
| 12 | PRAX | Praxis Precision Medicines I | +0.1% | +145.65% | Add |
| 13 | RYTM | Rhythm Pharmaceuticals Inc | +0.1% | — | Add |
| 14 | BMEA | Biomea Fusion Inc | +0.1% | — | Unchanged |
| 15 | ARVN | Arvinas Inc | +0.1% | NEW | New buy |
| 16 | REPL | Replimune Group Inc | +0.1% | +9.95% | Add |
| 17 | IONS | Ionis Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 18 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.1% | — | Unchanged |
| 19 | OPTEY | Opthea Ltd-spon Adr | 0% | — | Unchanged |
| 20 | GPCR | Structure Therapeutics Inc | 0% | NEW | New buy |
| 21 | SERA | Sera Prognostics Inc-a | 0% | — | Unchanged |
| 22 | GLUE | Monte Rosa Therapeutics Inc | 0% | — | Unchanged |
| 23 | DSGN | Design Therapeutics Inc | 0% | +2.86% | Add |
| 24 | WVE | Wave Life Sciences Ltd. | 0% | NEW | New buy |
| 25 | DNLI | Denali Therapeutics Inc | 0% | — | Unchanged |
| 26 | ARGX | Argenx Se - Adr | 0% | — | Unchanged |
| 27 | NMRA | Neumora Therapeutics Inc | 0% | — | Unchanged |
| 28 | XNCR | Xencor Inc | 0% | +22.92% | Add |
| 29 | PCVX | Vaxcyte Inc | 0% | — | Unchanged |
| 30 | SKYE | Skye Bioscience Inc | 0% | +186.93% | Add |
| 31 | GBIOGBX | Generation Bio Co | 0% | +61.14% | Add |
| 32 | CMPX | Compass Therapeutics Inc | 0% | — | Unchanged |
| 33 | ALGS | Aligos Therapeutics Inc | 0% | NEW | New buy |
| 34 | AKRO | Akero Therapeutics Inc | — | — | Unchanged |
| 35 | TSVT* | 2seventy Bio Inc | — | — | Unchanged |
| 36 | MIRM | Mirum Pharmaceuticals Inc | — | — | Unchanged |
| 37 | CYPH | Cypherpunk Technologies Inc | — | — | Unchanged |
| 38 | CRNX | Crinetics Pharmaceuticals In | — | — | Unchanged |
| 39 | ✓ | — | — | Unchanged | |
| 40 | NAMS | NewAmsterdam Pharma Company N.V. | — | -0.12% | Trim |
| 41 | ELVN | Enliven Therapeutics Inc | — | — | Unchanged |
| 42 | FHTX | Foghorn Therapeutics Inc | — | — | Unchanged |
| 43 | TARA | Protara Therapeutic Inc | — | — | Unchanged |
| 44 | BCRX | Biocryst Pharmaceuticals Inc | — | — | Unchanged |
| 45 | TYRA | Tyra Biosciences Inc | — | — | Unchanged |
| 46 | ACRV | Acrivon Therapeutics Inc | — | — | Unchanged |
| 47 | PFE | Pfizer Inc | — | — | Unchanged |
| 48 | SRZNW | Surrozen Inc-cw25 | — | — | Unchanged |
| 49 | NGNE | Neurogene Inc | 0% | — | Unchanged |
| 50 | 698 | Achilles Therapeutics Pl-adr | 0% | EXIT | Sold out |
According to official SEC Form 13F filings, Baker Bros. Advisors LP reported a total U.S. public equity portfolio value of $20.0B across 93 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including ONC, INCY, ACAD) accounted for 30.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
BCAX
市值: $21.2M
Top Position Liquidated / Trimmed
INSM 1.75 01-15-25
前期市值: $56.2M
During Q3 2024, Baker Bros. Advisors LP's top holdings by market value included ONC (24.6%)、INCY (21.1%)、ACAD (6.8%). The largest single position, ONC, represented 24.6% of total portfolio value.
In Q3 2024, Baker Bros. Advisors LP made 32 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 2 holdings, and fully liquidating 8 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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