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BAKER BROS. ADVISORS LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BAKER BROS. ADVISORS LP

报告期 2026-03-31 · CIK 0001263508

持仓数

84

前50大市值合计

$17.06B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

INCY Incyte Corporation

COM

$2.89B

30,744,412

17.0%

ONC BeOne Medicines Ltd.

SPONSORED ADS

$2.61B

8,799,053

15.3%

INSM Insmed Incorporated

COM PAR $.01

$1.21B

7,421,111

7.1%

MDGL Madrigal Pharmaceuticals, Inc.

COM

$1.12B

2,141,701

6.6%

ACAD ACADIA Pharmaceuticals Inc.

COM

$954.9M

42,896,690

5.6%

RVMD Revolution Medicines, Inc.

COM

$929.3M

9,555,357

5.4%

CELC Celcuity Inc.

COM

$903.5M

7,915,792

5.3%

KOD Kodiak Sciences Inc.

COM

$759.3M

19,919,186

4.5%

KYMR Kymera Therapeutics, Inc.

COM

$721.1M

8,657,242

4.2%

SMMT Summit Therapeutics Inc.

COM

$690.0M

36,391,063

4.0%

PRAX Praxis Precision Medicines, Inc.

COM

$564.9M

1,753,198

3.3%

RYTM Rhythm Pharmaceuticals, Inc.

COM

$487.4M

5,604,483

2.9%

— Alkermes plc

SHS

$354.0M

10,012,267

2.1%

GRAL GRAIL, Inc.

COM

$208.2M

4,028,614

1.2%

EWTX Edgewise Therapeutics, Inc.

COM

$207.1M

6,575,940

1.2%

IONS Ionis Pharmaceuticals, Inc.

COM

$153.8M

2,047,727

0.9%

— Kiniksa Pharmaceuticals International, plc

ORD SHS CL A

$136.1M

2,826,246

0.8%

IMVT Immunovant, Inc.

COM

$135.6M

5,457,881

0.8%

— Roivant Sciences Ltd.

SHS

$134.8M

4,867,723

0.8%

IDYA IDEAYA Biosciences, Inc.

COM

$131.5M

3,946,515

0.8%

ARWR Arrowhead Pharmaceuticals, Inc.

COM

$124.9M

1,992,783

0.7%

STOK Stoke Therapeutics, Inc.

COM

$108.6M

3,336,697

0.6%

— Immatics N.V.

SHS

$107.4M

10,916,693

0.6%

ABCL AbCellera Biologics Inc.

COM

$105.7M

30,275,938

0.6%

ABVX Abivax S.A.

SPONSORED ADS

$97.5M

875,796

0.6%

CRNX Crinetics Pharmaceuticals, Inc.

COM

$85.4M

2,351,465

0.5%

REPL Replimune Group, Inc.

COM

$84.5M

11,045,336

0.5%

— Celcuity Inc.

Note 2.75% 8/1/2031

$74.9M

30,750,000

0.4%

NRIX Nurix Therapeutics, Inc.

COM

$72.2M

4,658,556

0.4%

DNLI Denali Therapeutics Inc.

COM

$71.6M

3,731,695

0.4%

DNTH Dianthus Therapeutics, Inc.

COM

$71.5M

852,164

0.4%

GLUE Monte Rosa Therapeutics, Inc.

COM

$71.5M

4,345,736

0.4%

GPCR Structure Therapeutics Inc.

SPONSORED ADS

$69.0M

1,432,529

0.4%

TRDA Entrada Therapeutics, Inc.

COM

$64.0M

5,072,730

0.4%

BCYC Bicycle Therapeutics plc

SPONSORED ADS

$50.5M

10,885,357

0.3%

SYRE Spyre Therapeutics, Inc.

COM

$50.4M

1,000,000

0.3%

RAPP Rapport Therapeutics, Inc.

COM

$48.4M

1,547,090

0.3%

ALMS Alumis Inc.

COM

$44.3M

2,012,500

0.3%

MIRM Mirum Pharmaceuticals, Inc.

COM

$41.2M

445,975

0.2%

VRDN Viridian Therapeutics, Inc.

COM

$38.6M

1,971,678

0.2%

ELVN Enliven Therapeutics, Inc.

COM

$35.5M

905,191

0.2%

PRLD Prelude Therapeutics Inc.

COM

$34.6M

10,123,824

0.2%

DBVT DBV Technologies S.A.

SPONSORED ADS

$30.5M

1,461,425

0.2%

DSGN Design Therapeutics, Inc.

COM

$27.5M

2,585,978

0.2%

— Centessa Pharmaceuticals plc

SPONSORED ADS

$26.6M

670,751

0.2%

CTMX CytomX Therapeutics, Inc.

COM

$23.4M

4,975,826

0.1%

JBIO Jade Biosciences, Inc.

COM

$23.1M

1,641,137

0.1%

IRON Disc Medicine, Inc.

COM

$22.4M

349,657

0.1%

IMCR Immunocore Holdings plc

ADS

$22.1M

734,397

0.1%

XENE Xenon Pharmaceuticals Inc.

COM

$21.5M

370,208

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

57%前 6 大占比

INCY17.0%ONC15.3%INSM7.1%MDGL6.6%ACAD5.6%RVMD5.4%