BBA
Baker Bros. Advisors Portfolio holdings
AUM
$13.8B
1-Year Est. Return
85.12%
1 Year Est. Return
+85.12%
AUM
$10.3B
AUM Growth
+$1.27B
(+14%)
Holding
101
Top Buys
| 1 | +$235M | |
| 2 | +$198M | |
| 3 | +$55.1M | |
| 4 |
Revolution Medicines
RVMD
|
+$52.5M |
| 5 |
Structure Therapeutics
GPCR
|
+$44.5M |
Top Sells
| 1 | +$22.3M | |
| 2 | +$22M | |
| 3 | +$17.6M | |
| 4 |
TSVT
2seventy bio
TSVT
|
+$12.3M |
| 5 |
AKRO
Akero Therapeutics
AKRO
|
+$12M |
Sector Composition
| 1 | Healthcare | 100% |
| 2 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ONC
1
BeOne Medicines Ltd
ONC
$38.4B
| $2.13B | 20.66% |
8,799,053
|
|
||
2
Incyte
INCY
$20.8B
| $2.09B | 20.31% |
30,743,275
+3,322
|
|
||
3
Acadia Pharmaceuticals
ACAD
$4.54B
| $925M | 8.98% |
42,896,690
+18,774
|
|
||
4
Insmed
INSM
$34.9B
| $776M | 7.53% |
7,712,900
+2,332,274
|
|
||
5
Summit Therapeutics
SMMT
$13.1B
| $718M | 6.96% |
33,722,974
+9,298,109
|
|
||
6
Madrigal Pharmaceuticals
MDGL
$11.5B
| $598M | 5.8% |
1,976,018
+1,428
|
|
||
7
Rhythm Pharmaceuticals
RYTM
$7.56B
| $354M | 3.44% |
5,604,483
|
|
||
|
8
Revolution Medicines
RVMD
$23.4B
| $345M | 3.34% |
9,364,972
+1,428,000
|
|
||
9
Kymera Therapeutics
KYMR
$6.02B
| $290M | 2.82% |
6,651,429
+655,500
|
|
||
10
Alkermes
ALKS
$5.06B
| $183M | 1.78% |
6,410,603
+1,927,318
|
|
||
11
Replimune Group
REPL
$605M
| $103M | 1% |
11,045,336
|
|
||
12
Ultragenyx Pharmaceutical
RARE
$2.32B
| $101M | 0.98% |
2,772,692
+1,196,578
|
|
||
13
Edgewise Therapeutics
EWTX
$2.98B
| $95.8M | 0.93% |
7,305,940
+1,150,000
|
|
||
14
AbCellera Biologics
ABCL
$1.28B
| $94.4M | 0.92% |
27,525,640
|
|
||
15
Immunovant
IMVT
$5.51B
| $87.3M | 0.85% |
5,457,881
|
|
||
|
GRAL
16
GRAIL Inc
GRAL
$4.08B
| $83.8M | 0.81% |
1,630,125
|
|
||
17
Kiniksa Pharmaceuticals
KNSA
$3B
| $78.2M | 0.76% |
2,824,669
+6,346
|
|
||
|
BCYC
18
Bicycle Therapeutics
BCYC
$459M
| $75.7M | 0.73% |
10,885,357
|
|
||
19
Immunocore
IMCR
$1.67B
| $72.9M | 0.71% |
2,322,656
|
|
||
20
Celcuity
CELC
$5.3B
| $72.8M | 0.71% |
5,450,445
+1,192,710
|
|
||
21
Kodiak Sciences
KOD
$1.75B
| $64.6M | 0.63% |
17,310,490
|
|
||
22
Immatics
IMTX
$1.32B
| $54.7M | 0.53% |
10,168,901
+2,893,071
|
|
||
23
Stoke Therapeutics
STOK
$1.77B
| $52.6M | 0.51% |
4,633,838
|
|
||
24
Denali Therapeutics
DNLI
$2.85B
| $52.2M | 0.51% |
3,731,695
|
|
||
|
25
Structure Therapeutics
GPCR
$5.96B
| $52M | 0.5% |
2,508,767
+2,147,202
|
|