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CIK: 0001263508
Total reported value
$20.0B
$20.0B
95 檔
28.6%
During the Q4 2024 filing period, Baker Bros. Advisors LP (CIK: 0001263508) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $20.0B across 95 reported positions.
In Q4 2024, Baker Bros. Advisors LP displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INCY | Incyte CORP | Stock-Healthcare | 22.68% | +0.86% | +0.00% | |
| 2 | ONC | Beone Medicines Ltd-adr | Stock-Other | 18.81% | -2.43% | -9.81% | |
| 3 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 8.40% | -0.04% | — | |
| 4 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 6.51% | -0.67% | — | |
| 5 | SMMT | Summit Therapeutics Inc | Stock-Other | 4.66% | -1.57% | — | |
| 6 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.71% | +5.40% | +4.86% | |
| 7 | INSM | Insmed Inc | Stock-Healthcare | 3.69% | -2.27% | +13.38% | |
| 8 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 3.64% | +0.32% | -4.91% | |
| 9 | KYMR | Kymera Therapeutics Inc | Stock-Other | 2.58% | +0.83% | — | |
| 10 | KOD | Kodiak Sciences Inc | Stock-Other | 1.84% | -0.47% | — | |
| 11 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.76% | -0.44% | +5.41% | |
| 12 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 1.63% | -0.06% | +15.80% | |
| 13 | REPL | Replimune Group Inc | Stock-Other | 1.43% | +0.12% | — | |
| 14 | ALKS | Alkermes plc | Stock-Healthcare | 1.28% | +0.60% | — | |
| 15 | INSM 0.75 06-01-28Bond | Insmed Inc | Bond | 0.99% | — | — | |
| 16 | TRDA | Entrada Therapeutics Inc | Stock-Other | 0.90% | -0.18% | — | |
| 17 | ABCL | Abcellera Biologics Inc | Stock-Other | 0.86% | +0.69% | — | |
| 18 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.81% | +0.07% | — | |
| 19 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.78% | +0.16% | — | |
| 20 | ARGX | Argenx Se - Adr | Stock-Healthcare | 0.74% | -0.11% | EXIT | |
| 21 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 0.71% | — | — | |
| 22 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 0.60% | +0.13% | — | |
| 23 | ✓ | Immatics NV | Stock-Other | 0.55% | -0.14% | +12.92% | |
| 24 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.55% | — | +55.15% | |
| 25 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.55% | -0.07% | +6.08% | |
| 26 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.48% | -0.13% | EXIT | |
| 27 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 0.48% | +0.07% | +34.63% | |
| 28 | SERA | Sera Prognostics Inc-a | Stock-Other | 0.47% | -0.01% | — | |
| 29 | IMVT | Immunovant Inc | Stock-Other | 0.45% | +0.27% | +39.37% | |
| 30 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 0.42% | -0.01% | — | |
| 31 | CELC | Celcuity Inc | Stock-Other | 0.37% | -1.04% | +42.86% | |
| 32 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.36% | +0.12% | — | |
| 33 | AKRO | Akero Therapeutics Inc | Stock-Other | 0.33% | — | — | |
| 34 | CERS | Cerus CORP | Stock-Other | 0.32% | -0.01% | — | |
| 35 | IONS 1.75 06-15-28Bond | Ionis Pharmaceuticals In | Bond | 0.32% | — | — | |
| 36 | GRAL | Grail Inc | Stock-Healthcare | 0.31% | +0.18% | — | |
| 37 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.29% | +0.18% | — | |
| 38 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 0.28% | — | — | |
| 39 | CADL | Candel Therapeutics Inc | Stock-Other | 0.28% | — | — | |
| 40 | PRAX | Praxis Precision Medicines I | Stock-Other | 0.27% | -0.30% | +2.61% | |
| 41 | 1K0 | Igm Biosciences Inc | Stock-Other | 0.27% | — | +0.05% | |
| 42 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.22% | -0.15% | EXIT | |
| 43 | ✓ | Merus N V | Stock-Other | 0.20% | — | +50.00% | |
| 44 | DYN | Dyne Therapeutics Inc | Stock-Other | 0.17% | +0.01% | — | |
| 45 | NGNE | Neurogene Inc | Stock-Other | 0.16% | +0.05% | +47.90% | |
| 46 | XNCR | Xencor Inc | Stock-Other | 0.16% | +0.01% | — | |
| 47 | BCAX | Bicara Therapeutics Inc | Stock-Other | 0.16% | — | — | |
| 48 | PRLD | Prelude Therapeutics Inc | Stock-Other | 0.14% | +0.07% | — | |
| 49 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 0.13% | -0.07% | +60.16% | |
| 50 | ALMS | Alumis Inc | Stock-Other | 0.13% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDGL | Madrigal Pharmaceuticals Inc | +2.2% | — | Unchanged |
| 2 | INCY | Incyte CORP | +1.6% | +0.00% | Add |
| 3 | ACAD | Acadia Pharmaceuticals Inc | +1.6% | — | Unchanged |
| 4 | KOD | Kodiak Sciences Inc | +1.4% | — | Unchanged |
| 5 | INSM | Insmed Inc | +0.4% | +13.38% | Add |
| 6 | IONS 1.75 06-15-28Bond | Ionis Pharmaceuticals In | +0.3% | NEW | New buy |
| 7 | GRAL | Grail Inc | +0.3% | NEW | New buy |
| 8 | CADL | Candel Therapeutics Inc | +0.3% | NEW | New buy |
| 9 | REPL | Replimune Group Inc | +0.2% | — | Unchanged |
| 10 | RYTM | Rhythm Pharmaceuticals Inc | +0.2% | -4.91% | Trim |
| 11 | ROIV | Roivant Sciences Ltd. | +0.2% | +34.63% | Add |
| 12 | RVMD | Revolution Medicines Inc | +0.2% | +4.86% | Add |
| 13 | CRSP | CRISPR Therapeutics AG | +0.1% | +55.15% | Add |
| 14 | EWTX | Edgewise Therapeutics Inc | +0.1% | +5.41% | Add |
| 15 | ABCL | Abcellera Biologics Inc | +0.1% | — | Unchanged |
| 16 | ARGX | Argenx Se - Adr | +0.1% | — | Unchanged |
| 17 | GLUE | Monte Rosa Therapeutics Inc | +0.1% | — | Unchanged |
| 18 | IMVT | Immunovant Inc | +0.1% | +39.37% | Add |
| 19 | TRDA | Entrada Therapeutics Inc | +0.1% | — | Unchanged |
| 20 | VIR | Vir Biotechnology Inc | +0.1% | NEW | New buy |
| 21 | NTLA | Intellia Therapeutics Inc | +0.1% | NEW | New buy |
| 22 | CELC | Celcuity Inc | +0.1% | +42.86% | Add |
| 23 | PRAX | Praxis Precision Medicines I | +0.1% | +2.61% | Add |
| 24 | ALKS | Alkermes plc | +0.1% | — | Unchanged |
| 25 | GPCR | Structure Therapeutics Inc | +0.1% | +322.88% | Add |
| 26 | BNTX | Biontech Se-adr | +0.1% | NEW | New buy |
| 27 | IRON | Disc Medicine Inc | +0.1% | NEW | New buy |
| 28 | DBVT | Dbv Technologies Sa-spon Adr | +0.1% | NEW | New buy |
| 29 | ✓ | Merus N V | 0% | +50.00% | Add |
| 30 | IONS | Ionis Pharmaceuticals Inc | 0% | +60.16% | Add |
| 31 | KALAEUR | Kala Bio Inc | 0% | +34.84% | Add |
| 32 | ALGS | Aligos Therapeutics Inc | 0% | — | Unchanged |
| 33 | SERA | Sera Prognostics Inc-a | 0% | — | Unchanged |
| 34 | XNCR | Xencor Inc | 0% | — | Unchanged |
| 35 | TARA | Protara Therapeutic Inc | 0% | — | Unchanged |
| 36 | WVE | Wave Life Sciences Ltd. | 0% | — | Unchanged |
| 37 | ✓ | Verve Therapeutics Inc | 0% | — | Unchanged |
| 38 | 260 | Centessa Pharmaceuticals-adr | 0% | — | Unchanged |
| 39 | DSGN | Design Therapeutics Inc | 0% | — | Unchanged |
| 40 | RCKT | Rocket Pharmaceuticals Inc | 0% | NEW | New buy |
| 41 | PTCT | Ptc Therapeutics Inc | 0% | NEW | New buy |
| 42 | SGMT | Sagimet Biosciences Inc-a | 0% | -31.04% | Trim |
| 43 | CYPH | Cypherpunk Technologies Inc | 0% | — | Unchanged |
| 44 | XENE | Xenon Pharmaceuticals Inc | 0% | — | Unchanged |
| 45 | PMVP | Pmv Pharmaceuticals Inc | 0% | — | Unchanged |
| 46 | AKRO | Akero Therapeutics Inc | — | — | Unchanged |
| 47 | IPSC | Century Therapeutics Inc | — | — | Unchanged |
| 48 | ✓ | Mersana Therapeutics Inc | — | — | Unchanged |
| 49 | MIRM | Mirum Pharmaceuticals Inc | — | — | Unchanged |
| 50 | ELVN | Enliven Therapeutics Inc | — | — | Unchanged |
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 Q4 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 28.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
IONS 1.75 06-15-28
市值: $29.5M
Top Position Liquidated / Trimmed
TNGX
前期市值: $5.8M
During Q4 2024, Baker Bros. Advisors LP's top holdings by market value included INCY (22.7%)、ONC (18.8%)、ACAD (8.4%). The largest single position, INCY, represented 22.7% of total portfolio value.
In Q4 2024, Baker Bros. Advisors LP made 42 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 4 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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