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Size ($ in 1000's)
At 12/31/2023: $8,788,584
At 09/30/2023: $17,351,003
Baker BROS. Advisors LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baker BROS. Advisors LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Baker BROS. Advisors LP top holdings by largest position size, as per the latest 13f filing made by Baker BROS. Advisors LP.
In the Baker BROS. Advisors LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Baker BROS. Advisors LP in that top holding, then the share count change between reporting periods, and finally the Baker BROS. Advisors LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Incyte Corporation |
36,179,122 |
+556 |
$2,271,687 | | INCY | 36,179,122 | +556 | $2,271,687 | | BeiGene Ltd. |
10,568,897 |
-1,100,000 |
$1,906,206 | | BGNE | 10,568,897 | -1,100,000 | $1,906,206 | | ACADIA Pharmaceuticals Inc. |
42,864,612 |
UNCH |
$1,342,091 | | ACAD | 42,864,612 | UNCH | $1,342,091 | | Madrigal Pharmaceuticals Inc. |
1,969,798 |
+424,685 |
$455,772 | | MDGL | 1,969,798 | +424,685 | $455,772 | | Rhythm Pharmaceuticals Inc. |
6,398,365 |
-303,984 |
$294,133 | | RYTM | 6,398,365 | -303,984 | $294,133 | | Mirati Therapeutics Inc. |
4,121,440 |
+2,711,656 |
$242,135 | | MRTX | 4,121,440 | +2,711,656 | $242,135 | | Immunocore Holdings plc |
2,520,731 |
UNCH |
$172,216 | | IMCR | 2,520,731 | UNCH | $172,216 | | Kymera Therapeutics Inc. |
5,995,928 |
+1,245,528 |
$152,656 | | KYMR | 5,995,928 | +1,245,528 | $152,656 | | Revolution Medicines Inc. |
5,148,657 |
+2,457,164 |
$147,663 | | RVMD | 5,148,657 | +2,457,164 | $147,663 |  Invitae Corporation |
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$138,531 | | Notes 1 | 300,000,000 | +300,000,000 | $131,152 | | Series A Notes 4 | 9,274,000 | +9,274,000 | $6,273 | | NVTA | 1,764,546 | UNCH | $1,106 | | AbCellera Biologics Inc. |
22,909,753 |
+2,146,430 |
$130,815 | | ABCL | 22,909,753 | +2,146,430 | $130,815 | | Roivant Sciences Ltd. |
7,593,024 |
-4,284,147 |
$85,270 | | ROIV | 7,593,024 | -4,284,147 | $85,270 | | Replimune Group Inc. |
9,545,336 |
+4,967,056 |
$80,467 | | REPL | 9,545,336 | +4,967,056 | $80,467 | | Entrada Therapeutics Inc. |
4,865,819 |
UNCH |
$73,425 | | TRDA | 4,865,819 | UNCH | $73,425 | | Ultragenyx Pharmaceutical Inc. |
1,466,547 |
+100,000 |
$70,130 | | RARE | 1,466,547 | +100,000 | $70,130 | | Cerevel Therapeutics Holdings Inc. |
1,600,000 |
+1,600,000 |
$67,840 | | CERE | 1,600,000 | +1,600,000 | $67,840 | | Immatics N.V. |
5,838,853 |
+198,037 |
$61,483 | | IMTX | 5,838,853 | +198,037 | $61,483 | | BioCryst Pharmaceuticals Inc. |
10,126,176 |
-2,584,642 |
$60,656 | | BCRX | 10,126,176 | -2,584,642 | $60,656 | | argenx SE |
151,215 |
UNCH |
$57,527 | | ARGX | 151,215 | UNCH | $57,527 | | Denali Therapeutics Inc. |
2,607,196 |
+315,193 |
$55,950 | | DNLI | 2,607,196 | +315,193 | $55,950 | | Akero Therapeutics Inc. |
2,368,378 |
UNCH |
$55,302 | | AKRO | 2,368,378 | UNCH | $55,302 | | Kodiak Sciences Inc. |
17,310,490 |
UNCH |
$52,624 | | KOD | 17,310,490 | UNCH | $52,624 | | Kiniksa Pharmaceuticals Ltd. |
2,809,577 |
UNCH |
$49,280 | | KNSA | 2,809,577 | UNCH | $49,280 | | Xenon Pharmaceuticals Inc. |
993,679 |
+242,040 |
$45,769 | | XENE | 993,679 | +242,040 | $45,769 | | Prelude Therapeutics Inc. |
10,123,824 |
UNCH |
$43,229 | | PRLD | 10,123,824 | UNCH | $43,229 | | Cerus Corporation |
19,477,339 |
+2,237,838 |
$42,071 | | CERS | 19,477,339 | +2,237,838 | $42,071 | | Nurix Therapeutics Inc. |
3,882,125 |
UNCH |
$40,064 | | NRIX | 3,882,125 | UNCH | $40,064 | | Aerovate Therapeutics Inc. |
1,680,517 |
-282,962 |
$38,030 | | AVTE | 1,680,517 | -282,962 | $38,030 | | IDEAYA Biosciences Inc. |
1,062,123 |
UNCH |
$37,790 | | IDYA | 1,062,123 | UNCH | $37,790 | | Edgewise Therapeutics Inc. |
3,112,786 |
+2,063,087 |
$34,054 | | EWTX | 3,112,786 | +2,063,087 | $34,054 | | Sera Prognostics Inc. |
5,434,399 |
+3,919,057 |
$32,498 | | SERA | 5,434,399 | +3,919,057 | $32,498 | | Bicycle Therapeutics plc |
1,790,390 |
+946,576 |
$32,370 | | BCYC | 1,790,390 | +946,576 | $32,370 | | IGM Biosciences Inc. |
3,691,011 |
+533,247 |
$30,672 | | IGMS | 3,691,011 | +533,247 | $30,672 | | Biomea Fusion Inc. |
2,108,949 |
UNCH |
$30,622 | | BMEA | 2,108,949 | UNCH | $30,622 | | Monte Rosa Therapeutics Inc. |
4,916,095 |
UNCH |
$27,776 | | GLUE | 4,916,095 | UNCH | $27,776 | | Verve Therapeutics Inc. |
1,691,530 |
+275,000 |
$23,580 | | VERV | 1,691,530 | +275,000 | $23,580 | | Krystal Biotech Inc. |
169,934 |
UNCH |
$21,082 | | KRYS | 169,934 | UNCH | $21,082 | | Gracell Biotechnologies Inc. |
2,080,000 |
+1,080,000 |
$20,883 | | GRCL | 2,080,000 | +1,080,000 | $20,883 | | Immunovant Inc. |
425,009 |
UNCH |
$17,906 | | IMVT | 425,009 | UNCH | $17,906 | | TScan Therapeutics Inc. |
2,784,792 |
UNCH |
$16,235 | | TCRX | 2,784,792 | UNCH | $16,235 | | Day One Biopharmaceuticals Inc. |
1,000,000 |
UNCH |
$14,600 | | DAWN | 1,000,000 | UNCH | $14,600 | | DBV Technologies S.A. |
14,614,264 |
UNCH |
$13,924 | | DBVT | 14,614,264 | UNCH | $13,924 | | Relay Therapeutics Inc. |
1,160,117 |
UNCH |
$12,773 | | RLAY | 1,160,117 | UNCH | $12,773 | | ARS Pharmaceuticals Inc. |
2,006,451 |
UNCH |
$10,995 | | SPRY | 2,006,451 | UNCH | $10,995 | | Stoke Therapeutics Inc. |
2,030,134 |
+544,219 |
$10,679 | | STOK | 2,030,134 | +544,219 | $10,679 | | 2seventy bio Inc. |
2,497,526 |
UNCH |
$10,664 | | TSVT | 2,497,526 | UNCH | $10,664 | | Insmed Incorporated |
343,000 |
UNCH |
$10,630 | | INSM | 343,000 | UNCH | $10,630 | | Celldex Therapeutics Inc. |
247,644 |
+247,644 |
$9,822 | | CLDX | 247,644 | +247,644 | $9,822 | | Prime Medicine Inc. |
1,028,466 |
UNCH |
$9,112 | | PRME | 1,028,466 | UNCH | $9,112 | | Neurogene Inc. |
453,516 |
+453,516 |
$8,789 | | NGNE | 453,516 | +453,516 | $8,789 |
See Full List: All Stocks Held By Baker BROS. Advisors LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Baker BROS. Advisors LP
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