Statistik Asas
Pengurus Julian and Felix Baker
Profil Orang Dalam BAKER BROS. ADVISORS LP
Nilai Portfolio $ 10,307,840,459
Kedudukan Semasa 88
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Baker Bros. Advisors Lp telah mendedahkan 88 jumlah pegangan dalam pemfailan SEC terkini mereka. Pengurus portfolio disenaraikan sebagai Julian and Felix Baker. Nilai portfolio terkini dikira sebagai $ 10,307,840,459 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Baker Bros. Advisors Lp ialah BeOne Medicines AG - Depositary Receipt (Common Stock) (US:ONC) , Incyte Corporation (US:INCY) , ACADIA Pharmaceuticals Inc. (US:ACAD) , Insmed Incorporated (US:INSM) , and Summit Therapeutics Inc. (MX:SMMT *) . Kedudukan baharu Baker Bros. Advisors Lp termasuk Viridian Therapeutics, Inc. (US:VRDN) , Dianthus Therapeutics, Inc. (US:DNTH) , Cidara Therapeutics, Inc. (US:CDTX) , Arcellx, Inc. (US:ACLX) , and Nuvalent, Inc. (US:NUVL) . Industri teratas Baker Bros. Advisors Lp ialah "Construction Special Trade Contractors" (sic 17) , "Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks" (sic 38) , and "Health Services" (sic 80) .

Baker Bros. Advisors Lp - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
INSM / Insmed Incorporated 7.71 776.23 7.5304 2.9880
SMMT * / Summit Therapeutics Inc. 33.72 717.62 6.9619 1.7481
ACAD / ACADIA Pharmaceuticals Inc. 42.90 925.28 8.9765 1.0953
KYMR / Kymera Therapeutics, Inc. 6.65 290.27 2.8160 1.0000
GPCR / Structure Therapeutics Inc. - Depositary Receipt (Common Stock) 2.51 52.03 0.5048 0.4355
GRAL / GRAIL, Inc. 1.63 83.82 0.8132 0.3525
RARE / Ultragenyx Pharmaceutical Inc. 2.77 100.82 0.9780 0.3465
BNTX / BioNTech SE - Depositary Receipt (Common Stock) 0.37 39.28 0.3811 0.3357
IDYA / IDEAYA Biosciences, Inc. 2.12 44.54 0.4321 0.2395
RVMD / Revolution Medicines, Inc. 9.36 344.54 3.3425 0.2368
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
ONC / BeOne Medicines AG - Depositary Receipt (Common Stock) 8.80 2,129.99 20.6638 -5.8375
MDGL / Madrigal Pharmaceuticals, Inc. 1.98 598.02 5.8016 -1.4360
EWTX / Edgewise Therapeutics, Inc. 7.31 95.78 0.9292 -0.5695
ARGX / argenx SE - Depositary Receipt (Common Stock) 0.04 20.81 0.2019 -0.3074
BCYC / Bicycle Therapeutics plc - Depositary Receipt (Common Stock) 10.89 75.65 0.7339 -0.2887
INCY / Incyte Corporation 30.74 2,093.62 20.3109 -0.2862
CRSP / CRISPR Therapeutics AG 0.00 0.00 -0.2463
REPL / Replimune Group, Inc. 11.05 102.61 0.9955 -0.1963
CNTA / Centessa Pharmaceuticals plc - Depositary Receipt (Common Stock) 0.00 0.00 -0.1953
IMVT / Immunovant, Inc. 5.46 87.33 0.8472 -0.1850
Pemfailan 13D/G

Ini ialah senarai pemfailan 13D dan 13G yang dibuat pada tahun lepas (jika ada). Klik ikon pautan untuk melihat sejarah transaksi penuh. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup.

Tarikh Fail Borang Sekuriti Saham
Terdahulu 		Saham
Semasa 		ΔSaham % % Pemilikan
 % ΔPemilikan
2025-08-18 13D/A IGMS / IGM Biosciences, Inc. 4,145,706 0 -100.00 0.00 -100.00
2025-08-14 13G RVMD / Revolution Medicines, Inc. 9,364,972 5.00
2025-08-14 13G/A NGNE / Neurogene Inc. 1,486,313 991,804 -33.27 7.00 -29.72
2025-08-14 13G/A EWTX / Edgewise Therapeutics, Inc. 5,840,059 7,305,940 25.10 6.90 11.29
2025-08-14 13G/A IMTX / Immatics N.V. 7,275,830 10,168,901 39.76 8.40 40.00
2025-08-14 13G/A CERS / Cerus Corporation 19,497,203 12,903,708 -33.82 6.80 -37.04
2025-08-01 13D CELC / Celcuity Inc. 4,257,735 7,745,692 81.92 18.90 67.26
2025-06-30 13D/A KYMR / Kymera Therapeutics, Inc. 6,001,262 6,666,540 11.09 9.50 2.15
2025-06-13 13D/A PRLD / Prelude Therapeutics Incorporated 10,222,968 10,269,968 0.46 23.50 -3.29
2025-05-15 13G/A RYTM / Rhythm Pharmaceuticals, Inc. 6,398,365 5,604,483 -12.41 8.90 -17.59
2025-05-15 13G/A CADL / Candel Therapeutics, Inc. 2,981,983 2,455,108 -17.67 4.99 -26.62
2025-03-31 13D/A DBVT / DBV Technologies S.A. - Depositary Receipt (Common Stock) 23,489,669 23,489,663 -0.00 17.10 -31.55
2025-03-07 13D REPL / Replimune Group, Inc. 11,045,336 11,045,336 0.00 14.30 -11.73
2025-02-14 13D SERA / Sera Prognostics, Inc. 5,434,399 5,498,170 1.17 16.10 -10.06
2025-02-14 13G/A BMEA / Biomea Fusion, Inc. 2,108,949 1,451,990 -31.15 4.00 -32.20
2024-12-31 13D/A KALA / KALA BIO, Inc. 891,335 1,201,894 34.84 19.70 -1.45
2024-12-17 13D/A BCYC / Bicycle Therapeutics plc - Depositary Receipt (Common Stock) 9,399,960 10,885,357 15.80 22.90 15.08
2024-12-10 13D/A ONC / BeOne Medicines AG - Depositary Receipt (Common Stock) 138,678,037 125,276,610 -9.66 9.00 -11.76
2024-11-14 13G/A ATHA / Athira Pharma, Inc. 3,153,807 0 -100.00 0.00 -100.00
2024-11-14 13G/A ACHL / Achilles Therapeutics plc - Depositary Receipt (Common Stock) 3,311,567 0 -100.00 0.00 -100.00
2024-11-14 13G/A SGMT / Sagimet Biosciences Inc. 1,456,518 1,538,489 5.63 4.99 -26.62
2024-11-14 13G/A NRIX / Nurix Therapeutics, Inc. 4,952,452 6,751,565 36.33 9.70 -2.90
2024-11-14 13G/A ABCL / AbCellera Biologics Inc. 22,909,753 27,525,640 20.15 9.30 17.72
2024-11-14 13G/A AVTE / Aerovate Therapeutics, Inc. 1,680,517 628,939 -62.57 2.20 -63.93
2024-11-14 13G STOK / Stoke Therapeutics, Inc. 4,368,443 8.30
2024-10-10 13D/A TLIS / Talis Biomedical Corporation 37,576,293 2,507,193 -93.33 65.60 -0.91
2024-10-08 13D/A KNSA / Kiniksa Pharmaceuticals, Ltd. 2,903,030 3,151,029 8.54 7.70 -16.30
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-08-14 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
ONC / BeOne Medicines AG - Depositary Receipt (Common Stock) 8.80 0.00 2,129.99 -11.06 20.6638 -5.8375
INCY / Incyte Corporation 30.74 0.01 2,093.62 12.48 20.3109 -0.2862
ACAD / ACADIA Pharmaceuticals Inc. 42.90 0.04 925.28 29.92 8.9765 1.0953
INSM / Insmed Incorporated 7.71 43.35 776.23 89.10 7.5304 2.9880
SMMT * / Summit Therapeutics Inc. 33.72 38.07 717.62 52.31 6.9619 1.7481
MDGL / Madrigal Pharmaceuticals, Inc. 1.98 0.07 598.02 -8.57 5.8016 -1.4360
RYTM / Rhythm Pharmaceuticals, Inc. 5.60 0.00 354.15 19.29 3.4357 0.1506
RVMD / Revolution Medicines, Inc. 9.36 17.99 344.54 22.76 3.3425 0.2368
KYMR / Kymera Therapeutics, Inc. 6.65 10.93 290.27 76.88 2.8160 1.0000
ALKS / Alkermes plc 6.41 42.99 183.41 23.89 1.7793 0.1411
REPL / Replimune Group, Inc. 11.05 0.00 102.61 -4.72 0.9955 -0.1963
RARE / Ultragenyx Pharmaceutical Inc. 2.77 75.92 100.82 76.65 0.9780 0.3465
EWTX / Edgewise Therapeutics, Inc. 7.31 18.68 95.78 -29.28 0.9292 -0.5695
ABCL / AbCellera Biologics Inc. 27.53 0.00 94.41 53.81 0.9159 0.2367
IMVT / Immunovant, Inc. 5.46 0.00 87.33 -6.38 0.8472 -0.1850
GRAL / GRAIL, Inc. 1.63 0.00 83.82 101.33 0.8132 0.3525
KNSA / Kiniksa Pharmaceuticals, Ltd. 2.82 0.23 78.16 24.87 0.7582 0.0656
BCYC / Bicycle Therapeutics plc - Depositary Receipt (Common Stock) 10.89 0.00 75.65 -18.14 0.7339 -0.2887
IMCR / Immunocore Holdings plc - Depositary Receipt (Common Stock) 2.32 0.00 72.88 5.76 0.7071 -0.0555
CELC / Celcuity Inc. 5.45 28.01 72.76 69.04 0.7059 0.2296
KOD / Kodiak Sciences Inc. 17.31 0.00 64.57 32.98 0.6264 0.0891
IMTX / Immatics N.V. 10.17 39.76 54.71 66.73 0.5307 0.1676
STOK / Stoke Therapeutics, Inc. 4.63 0.00 52.59 70.68 0.5102 0.1692
DNLI / Denali Therapeutics Inc. 3.73 0.00 52.21 2.91 0.5065 -0.0549
GPCR / Structure Therapeutics Inc. - Depositary Receipt (Common Stock) 2.51 593.86 52.03 731.43 0.5048 0.4355
IDYA / IDEAYA Biosciences, Inc. 2.12 99.48 44.54 155.99 0.4321 0.2395
NRIX / Nurix Therapeutics, Inc. 3.88 0.00 44.22 -4.12 0.4290 -0.0814
ROIV / Roivant Sciences Ltd. 3.77 0.00 42.46 11.70 0.4119 -0.0087
BNTX / BioNTech SE - Depositary Receipt (Common Stock) 0.37 719.26 39.28 858.02 0.3811 0.3357
TRDA / Entrada Therapeutics, Inc. 4.87 0.00 32.70 -25.66 0.3172 -0.1695
MRUS / Merus N.V. 0.57 156.99 30.21 221.17 0.2931 0.1890
PRAX / Praxis Precision Medicines, Inc. 0.69 107.97 28.99 130.92 0.2813 0.1423
NTLA / Intellia Therapeutics, Inc. 2.68 315.40 25.10 448.09 0.2435 0.1928
VRDN / Viridian Therapeutics, Inc. 1.74 24.39 0.2366 0.2366
GLUE / Monte Rosa Therapeutics, Inc. 4.92 0.00 22.17 -2.80 0.2151 -0.0373
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock) 0.22 0.00 21.17 48.98 0.2054 0.0481
PCVX / Vaxcyte, Inc. 0.64 0.00 20.84 -13.90 0.2021 -0.0657
ARGX / argenx SE - Depositary Receipt (Common Stock) 0.04 -51.44 20.81 -54.77 0.2019 -0.3074
VERV / Verve Therapeutics, Inc. 1.69 0.00 19.00 145.73 0.1843 0.0987
CERS / Cerus Corporation 12.88 -33.42 18.17 -32.46 0.1762 -0.1214
IRON / Disc Medicine, Inc. 0.34 337.44 17.85 366.79 0.1732 0.1308
AKRO / Akero Therapeutics, Inc. 0.32 -40.84 17.32 -22.01 0.1680 -0.0777
BPMC / Blueprint Medicines Corporation 0.13 16.09 0.1561 0.1561
SERA / Sera Prognostics, Inc. 5.50 0.00 15.23 -24.73 0.1478 -0.0762
ARWR / Arrowhead Pharmaceuticals, Inc. 0.94 14.84 0.1440 0.1440
NGNE / Neurogene Inc. 0.99 -33.27 14.83 -14.81 0.1438 -0.0488
DNTH / Dianthus Therapeutics, Inc. 0.79 14.71 0.1427 0.1427
CLDX / Celldex Therapeutics, Inc. 0.67 168.68 13.54 201.29 0.1314 0.0816
DBVT / DBV Technologies S.A. - Depositary Receipt (Common Stock) 1.46 0.00 13.39 34.32 0.1299 0.0196
XENE / Xenon Pharmaceuticals Inc. 0.37 6.56 11.59 -0.58 0.1124 -0.0166
CDTX / Cidara Therapeutics, Inc. 0.23 11.07 0.1074 0.1074
ACLX / Arcellx, Inc. 0.17 10.99 0.1066 0.1066
NUVL / Nuvalent, Inc. 0.14 10.98 0.1065 0.1065
SYRE / Spyre Therapeutics, Inc. 0.63 9.38 0.0910 0.0910
TSHA / Taysha Gene Therapies, Inc. 4.00 0.00 9.25 66.19 0.0897 0.0281
PRLD / Prelude Therapeutics Incorporated 10.12 0.00 8.19 5.39 0.0795 -0.0065
CRNX / Crinetics Pharmaceuticals, Inc. 0.28 8.05 0.0781 0.0781
CTMX / CytomX Therapeutics, Inc. 3.48 7.91 0.0767 0.0767
SGMT / Sagimet Biosciences Inc. 0.95 0.00 7.26 133.77 0.0704 0.0361
SION / Sionna Therapeutics, Inc. 0.40 0.00 6.94 65.87 0.0673 0.0210
AGIO / Agios Pharmaceuticals, Inc. 0.19 6.31 0.0613 0.0613
RAPP / Rapport Therapeutics, Inc. 0.55 6.25 0.0607 0.0607
SKYE / Skye Bioscience, Inc. 1.45 0.00 6.06 162.92 0.0588 0.0333
DSGN / Design Therapeutics, Inc. 1.71 -1.77 5.77 -14.23 0.0560 -0.0185
KALA / KALA BIO, Inc. 1.20 0.00 5.72 -16.92 0.0555 -0.0207
SANA / Sana Biotechnology, Inc. 2.03 0.00 5.54 62.53 0.0538 0.0160
XNCR / Xencor, Inc. 0.67 0.00 5.27 -26.13 0.0511 -0.0278
ALMS / Alumis Inc. 1.56 0.00 4.69 -51.14 0.0455 -0.0607
IGMS / IGM Biosciences, Inc. 4.10 0.02 4.59 -2.59 0.0445 -0.0076
TCRX / TScan Therapeutics, Inc. 2.78 0.00 4.04 5.05 0.0392 -0.0034
RLAY / Relay Therapeutics, Inc. 1.16 0.00 4.01 32.08 0.0389 0.0053
FATE / Fate Therapeutics, Inc. 2.49 -23.74 2.78 8.12 0.0270 -0.0015
VIR / Vir Biotechnology, Inc. 0.54 0.00 2.73 -22.22 0.0265 -0.0124
ELVN / Enliven Therapeutics, Inc. 0.11 0.00 2.30 1.95 0.0223 -0.0027
WVE / Wave Life Sciences Ltd. 0.34 0.00 2.24 -19.57 0.0217 -0.0091
TECX / Tectonic Therapeutic, Inc. 0.10 0.00 1.99 12.20 0.0193 -0.0003
CADL / Candel Therapeutics, Inc. 0.36 -85.43 1.80 -86.96 0.0174 -0.1349
TARA / Protara Therapeutics, Inc. 0.54 0.00 1.63 -28.87 0.0158 -0.0095
VTVT / vTv Therapeutics Inc. 0.10 0.00 1.46 -13.41 0.0142 -0.0045
RCKT / Rocket Pharmaceuticals, Inc. 0.55 -49.68 1.35 -81.52 0.0131 -0.0679
CTNM / Contineum Therapeutics, Inc. 0.31 0.00 1.24 -43.15 0.0120 -0.0121
HOOK / HOOKIPA Pharma Inc. 0.81 0.00 1.02 16.31 0.0099 0.0002
NMRA / Neumora Therapeutics, Inc. 1.03 0.00 0.76 -26.69 0.0074 -0.0041
GBIO / Generation Bio Co. 1.94 0.00 0.62 -20.97 0.0060 -0.0027
ALGS / Aligos Therapeutics, Inc. 0.08 0.00 0.60 -12.70 0.0058 -0.0018
TYRA / Tyra Biosciences, Inc. 0.01 0.00 0.10 3.06 0.0010 -0.0001
ACRV / Acrivon Therapeutics, Inc. 0.02 0.00 0.03 -41.30 0.0003 -0.0002
SRZNW / Surrozen, Inc. - Equity Warrant 0.83 0.00 0.02 -40.00 0.0001 -0.0001
IONS / Ionis Pharmaceuticals, Inc. 0.00 -100.00 0.00 -100.00 -0.1195
DYN / Dyne Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.0778
OPT / Opthea Limited - Depositary Receipt (Common Stock) 2.09 0.00 0.00 0.0000 0.0000
IPSC / Century Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.0013
BCAX / Bicara Therapeutics Inc. 0.00 -100.00 0.00 -100.00 -0.1202
PRME / Prime Medicine, Inc. 0.00 -100.00 0.00 -100.00 -0.0226
RGLS / Regulus Therapeutics Inc. 0.00 -100.00 0.00 -100.00 -0.0522
CNTA / Centessa Pharmaceuticals plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 -100.00 -0.1953
TSVT / 2seventy bio, Inc. 0.00 -100.00 0.00 -100.00 -0.1365
CRSP / CRISPR Therapeutics AG 0.00 -100.00 0.00 -100.00 -0.2463
CMPX / Compass Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.0115
LPTX / Leap Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.0014