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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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

25Q2 调仓2025-03-31 → 2025-06-30 · 共 55 项建仓 12增持 23减持 8清仓 12

方向

标的

Δ市值

现股数(环比)

增持

INSM Insmed Incorporated

+$365.7M

7,712,900 +43%

增持

SMMT Summit Therapeutics Inc.

+$246.5M

33,722,974 +38%

增持

INCY Incyte Corporation

+$232.3M

30,743,275

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

+0%

增持

ACAD ACADIA Pharmaceuticals Inc.

+$213.1M

42,896,690 +0%

增持

KYMR Kymera Therapeutics, Inc.

+$126.2M

6,651,429 +11%

清仓

— Insmed Incorporated

-$101.6M

0 -100%

增持

RVMD Revolution Medicines, Inc.

+$63.9M

9,364,972 +18%

增持

MDGL Madrigal Pharmaceuticals, Inc.

-$56.0M

1,976,018 +0%

增持

GPCR Structure Therapeutics Inc.

+$45.8M

2,508,767 +594%

增持

RARE Ultragenyx Pharmaceutical Inc.

+$43.7M

2,772,692 +76%

增持

EWTX Edgewise Therapeutics, Inc.

-$39.6M

7,305,940 +19%

增持

— Alkermes plc

+$35.4M

6,410,603 +43%

增持

BNTX BioNTech SE

+$35.2M

368,923 +719%

增持

CELC Celcuity Inc.

+$29.7M

5,450,445 +28%

增持

IDYA IDEAYA Biosciences, Inc.

+$27.1M

2,118,728 +99%

减持

ARGX argenx SE

-$25.2M

37,760 -51%

建仓

VRDN Viridian Therapeutics, Inc.

+$24.4M

1,744,406

清仓

— CRISPR Therapeutics AG

-$22.3M

0 -100%

增持

— Immatics N.V.

+$21.9M

10,168,901 +40%

增持

— Merus N.V.

+$20.8M

574,377 +157%

增持

NTLA Intellia Therapeutics, Inc.

+$20.5M

2,675,674 +315%

清仓

— Centessa Pharmaceuticals plc

-$17.6M

0 -100%

增持

PRAX Praxis Precision Medicines, Inc.

+$16.4M

689,488 +108%

建仓

— Blueprint Medicines Corporation

+$16.1M

125,538

增持

— Kiniksa Pharmaceuticals International, plc

+$15.6M

2,824,669 +0%

建仓

ARWR Arrowhead Pharmaceuticals, Inc.

+$14.8M

939,174

建仓

DNTH Dianthus Therapeutics, Inc.

+$14.7M

789,759

增持

IRON Disc Medicine, Inc.

+$14.0M

337,050 +337%

清仓

— 2seventy bio, Inc.

-$12.3M

0 -100%

减持

CADL Candel Therapeutics, Inc.

-$12.0M

355,112 -85%

建仓

— Cidara Therapeutics, Inc.

+$11.1M

227,272

建仓

— Arcellx, Inc.

+$11.0M

166,825

建仓

NUVL Nuvalent, Inc.

+$11.0M

143,937

清仓

BCAX Bicara Therapeutics Inc.

-$10.9M

0 -100%

清仓

IONS Ionis Pharmaceuticals, Inc.

-$10.8M

0 -100%

建仓

SYRE Spyre Therapeutics, Inc.

+$9.4M

626,703

增持

CLDX Celldex Therapeutics, Inc.

+$9.0M

665,370 +169%

减持

CERS Cerus Corporation

-$8.7M

12,883,844 -33%

建仓

CRNX Crinetics Pharmaceuticals, Inc.

+$8.1M

280,000

建仓

CTMX CytomX Therapeutics, Inc.

+$7.9M

3,484,226

清仓

DYN Dyne Therapeutics, Inc.

-$7.0M

0 -100%

建仓

AGIO Agios Pharmaceuticals, Inc.

+$6.3M

189,866

建仓

RAPP Rapport Therapeutics, Inc.

+$6.3M

550,090

减持

RCKT Rocket Pharmaceuticals, Inc.

-$6.0M

552,079 -50%

减持

— Akero Therapeutics, Inc.

-$4.9M

324,630 -41%

清仓

— Regulus Therapeutics Inc.

-$4.7M

0 -100%

减持

NGNE Neurogene Inc.

-$2.6M

991,691 -33%

清仓

PRME Prime Medicine, Inc.

-$2.0M

0 -100%

清仓

CMPX Compass Therapeutics, Inc.

-$1.0M

0 -100%

减持

DSGN Design Therapeutics, Inc.

-$958.4K

1,712,882 -2%

减持

FATE Fate Therapeutics, Inc.

+$208.8K

2,485,018 -24%

清仓

CYPH Leap Therapeutics, Inc.

-$123.5K

0 -100%

增持

— IGM Biosciences, Inc.

-$121.8K

4,096,210 +0%

清仓

IPSC Century Therapeutics, Inc.

-$115.0K

0 -100%

增持

XENE Xenon Pharmaceuticals Inc.

-$68.0K

370,208 +7%