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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $17.40B
Positions: 118
Period: 2022-03-31
Filed: 2022-05-16
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014

Portfolio Value

$17.40B

Positions

118

New

1

Increased

16

Decreased

4

Sold Out

258

BAKER BROS. ADVISORS LP Q1 2022 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $17.40B across 118 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). Top holdings include SE ($6.76B), INCY ($2.87B), ONC ($2.20B). The top 10 positions account for 85.0% of the portfolio. This quarter saw 1 new positions, 16 increases, 4 reductions, 258 complete exits. Notable new buy: VERA ($7.83M). Notable exits: APLS, Tricida, Inc., EVFM.

All Holdings

#StockValue↓WeightChange
1
SESeagen Inc.
COM
$6.76B
38.83%
+0.0%
2
INCYIncyte Corporation
COM
$2.87B
16.50%
+7.5%
3
ONCBeiGene, Ltd.
SPONSORED ADR
$2.20B
12.65%
-
4
ACADACADIA Pharmaceuticals Inc.
COM
$1.02B
5.83%
-
5
BMRNBioMarin Pharmaceutical Inc.
COM
$587.54M
3.38%
-
6
ASNDAscendis Pharma A/S
SPONSORED ADR
$533.00M
3.06%
-
7
ARGXargenx SE
SPONSORED ADR
$353.01M
2.03%
-
8
BCRXBioCryst Pharmaceuticals, Inc.
COM
$206.68M
1.19%
-
9
MDGLMadrigal Pharmaceuticals, Inc.
COM
$147.10M
0.85%
-
10
KODKodiak Sciences Inc.
COM
$122.99M
0.71%
+8.5%
11
ATIMirati Therapeutics, Inc.
COM
$115.91M
0.67%
-
12
THCHGlobal Blood Therapeutics, Inc.
COM
$114.82M
0.66%
-
13
ABCLAbCellera Biologics Inc.
COM
$101.89M
0.59%
-
14
KYMRKymera Therapeutics, Inc.
COM
$100.92M
0.58%
-
15
THCHHorizon Therapeutics Public Ltd Co
SHS
$94.57M
0.54%
+50.0%
16
TVTXTravere Therapeutics, Inc.
COM
$85.04M
0.49%
+23.6%
17
IGMSIGM Biosciences, Inc.
COM
$84.36M
0.48%
-
18
Invitae Corporation
COM
$78.69M
0.45%
-
19
IMCRImmunocore Holdings plc
ADS
$75.37M
0.43%
-
20
CERSCerus Corporation
COM
$75.28M
0.43%
-
21
LEGNLegend Biotech Corporation
SPONSORED ADS
$73.01M
0.42%
-19.3%
22
PRLDPrelude Therapeutics Inc.
COM
$69.85M
0.40%
-
23
AMRNAmarin Corporation plc
SPONSORED ADR
$69.65M
0.40%
-
24
NBIXNeurocrine Biosciences, Inc.
COM
$63.47M
0.36%
-
25
MRUSMerus N.V.
COM
$53.87M
0.31%
-
26
KRYSKrystal Biotech, Inc.
COM
$53.75M
0.31%
-
27
INSMInsmed Incorporated
COM PAR $.01
$50.67M
0.29%
-
28
PACBPacific Biosciences of California, Inc.
COM
$49.55M
0.28%
-
29
RYTMRhythm Pharmaceuticals, Inc.
COM
$47.52M
0.27%
+6.8%
30
HRTXHeron Therapeutics, Inc.
COM
$46.51M
0.27%
-
31
TRDAEntrada Therapeutics, Inc.
COM
$44.17M
0.25%
-
32
TILInstil Bio, Inc.
COM
$41.86M
0.24%
-
33
ALKSAlkermes plc
SHS
$39.47M
0.23%
-
34
INSMInsmed Incorporated
Note 0.75% 6/1/2028
$38.61M
0.22%
-
35
SRPTSarepta Therapeutics, Inc.
DBCV 1.5% 11/15/2024
$38.36M
0.22%
-
36
THCHChinook Therapeutics, Inc.
COM
$38.19M
0.22%
-
37
VSTMVerastem, Inc.
COM
$38.05M
0.22%
+25.6%
38
THCHAerovate Therapeutics, Inc.
COM
$37.94M
0.22%
+13.0%
39
IMTXImmatics N.V.
SHS
$35.35M
0.20%
-
40
TSVT2seventy bio, Inc.
COMMON STOCK
$35.19M
0.20%
+147.6%
41
NRIXNurix Therapeutics, Inc.
COM
$34.38M
0.20%
-
42
VERVVerve Therapeutics, Inc.
COM
$32.33M
0.19%
-
43
RAREUltragenyx Pharmaceutical Inc.
COM
$32.28M
0.19%
-
44
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$27.83M
0.16%
-
45
REPLReplimune Group, Inc.
COM
$27.37M
0.16%
+171.6%
46
AXSMAxsome Therapeutics, Inc.
COM
$25.29M
0.15%
-
47
DBV Technologies S.A.
SPONSORED ADR
$23.24M
0.13%
-
48
DSGNDesign Therapeutics, Inc.
COM
$23.20M
0.13%
-
49
ChemoCentryx, Inc.
COM
$22.99M
0.13%
-43.8%
50
XENEXenon Pharmaceuticals Inc.
COM
$22.98M
0.13%
-
Showing 1-50 of 118

Position Changes

StockValueShares
VERAVera Therapeutics, Inc.
$7.83M333,333