BAKER BROS. ADVISORS LP
CIK 1263508 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- ONC24.59%
- INCY21.06%
- ACAD6.83%
- SMMT5.54%
- MDGL4.34%
- RVMD3.56%
- RYTM3.47%
- INSM3.34%
- KYMR2.94%
- BCYC2.20%
Share classes counted separately77.87%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ONCWeight increased · +5.32 pp19.27% → 24.59%Shares 0 (0.00%)
- SMMTWeight increased · +3.23 pp2.31% → 5.54%Shares +1.20M (+5.18%)
- INCYWeight decreased · -2.75 pp23.81% → 21.06%Shares +496 (+0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ONCBEONE MEDICINES LTD-ADRSPONSORED ADR View history and evidence | $2.37B | 24.59% | 10.57M shares | 19.27% → 24.59%+5.32 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | INCYINCYTE CORP View history and evidence | $2.03B | 21.06% | 30.74M shares | 23.81% → 21.06%-2.75 pp +496 (+0.00%) | Added | ↗▾ |
| 03 | ACADACADIA PHARMACEUTICALS INC View history and evidence | $659.46M | 6.83% | 42.88M shares | 8.90% → 6.83%-2.07 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | SMMTSUMMIT THERAPEUTICS INC View history and evidence | $534.90M | 5.54% | 24.42M shares | 2.31% → 5.54%+3.23 pp +1.20M (+5.18%) | Added | ↗▾ |
| 05 | MDGLMADRIGAL PHARMACEUTICALS INC View history and evidence | $419.05M | 4.34% | 1.97M shares | 7.07% → 4.34%-2.73 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | RVMDREVOLUTION MEDICINES INC View history and evidence | $343.26M | 3.56% | 7.57M shares | 3.75% → 3.56%-0.19 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | RYTMRHYTHM PHARMACEUTICALS INC View history and evidence | $335.21M | 3.47% | 6.40M shares | 3.36% → 3.47%+0.11 pp +1 (+0.00%) | Added | ↗▾ |
| 08 | INSMINSMED INCCOM PAR $.01 View history and evidence | $322.36M | 3.34% | 4.42M shares | 3.06% → 3.34%+0.28 pp +839.88K (+23.49%) | Added | ↗▾ |
| 09 | KYMRKYMERA THERAPEUTICS INC View history and evidence | $283.79M | 2.94% | 6.00M shares | 2.29% → 2.94%+0.65 pp +1 (+0.00%) | Added | ↗▾ |
| 10 | BCYCBICYCLE THERAPEUTICS PLC-ADRSPONSORED ADS View history and evidence | $212.72M | 2.20% | 9.40M shares | 2.43% → 2.20%-0.23 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 457669AA7 INSMED INC | Non-derivative | -32,887,000 | -$56.19M | SEC filing ↗ | SEC filing ↗ |
| 15678U128 CEREVEL THERAPEUTICS HOLDING | Non-derivative | -683,588 | -$27.95M | SEC filing ↗ | SEC filing ↗ |
| 04746L104 Athira Pharma, Inc. | Non-derivative | -3,153,807 | -$8.36M | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1263508 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 9648757562
}Research all 93 reported holdings.
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