Baker Bros. Advisors LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Baker Bros. Advisors LP disclosed 95 US equity positions worth $9.4bn in its Q4 2024 13F filing. The largest position was INCY at 22.7% of the reported book, followed by ONC and ACAD. Against the Q3 2024 filing, it opened 3 new positions, added to 14 and reduced 2 among the top 50 holdings.
What did Baker Bros. Advisors LP own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | INCY Incyte Corporation | Healthcare | 22.7% | $2.1bn | 30,739,466 | 0% | held |
| 2 | ONC BeiGene, Ltd. | Healthcare | 18.8% | $1.8bn | 9,531,880 | -10% | reduced |
| 3 | ACAD ACADIA Pharmaceuticals Inc. | Healthcare | 8.4% | $786.8m | 42,877,916 | 0% | held |
| 4 | MDGL Madrigal Pharmaceuticals, Inc. | Healthcare | 6.5% | $609.3m | 1,974,590 | 0% | held |
| 5 | SMMT Summit Therapeutics Inc. | Healthcare | 4.7% | $435.9m | 24,424,865 | 0% | held |
| 6 | RVMD Revolution Medicines, Inc. | Healthcare | 3.7% | $347.2m | 7,936,972 | 5% | added |
| 7 | INSM Insmed Incorporated | Healthcare | 3.7% | $345.7m | 5,006,863 | 13% | added |
| 8 | RYTM Rhythm Pharmaceuticals, Inc. | Healthcare | 3.6% | $340.6m | 6,084,249 | -5% | reduced |
| 9 | KYMR Kymera Therapeutics, Inc. | Healthcare | 2.6% | $241.2m | 5,995,929 | 0% | held |
| 10 | KOD Kodiak Sciences Inc. | Healthcare | 1.8% | $172.2m | 17,310,490 | 0% | held |
| 11 | EWTX Edgewise Therapeutics, Inc. | 1.8% | $164.4m | 6,155,940 | 5% | added | |
| 12 | BCYC Bicycle Therapeutics plc | Healthcare | 1.6% | $152.4m | 10,885,357 | 16% | added |
| 13 | REPL Replimune Group, Inc. | Healthcare | 1.4% | $133.8m | 11,045,336 | 0% | held |
| 14 | ALKS Alkermes plc | Healthcare | 1.3% | $120.3m | 4,181,751 | 0% | held |
| 15 | INSM Insmed Incorporated | 1.0% | $92.9m | 42,850,000 | 0% | held | |
| 16 | TRDA Entrada Therapeutics, Inc. | 0.9% | $84.1m | 4,865,819 | 0% | held | |
| 17 | ABCL AbCellera Biologics Inc. | Healthcare | 0.9% | $80.7m | 27,525,640 | 0% | held |
| 18 | DNLI Denali Therapeutics Inc. | Healthcare | 0.8% | $76.1m | 3,731,695 | 0% | held |
| 19 | NRIX Nurix Therapeutics, Inc. | Healthcare | 0.8% | $73.1m | 3,882,125 | 0% | held |
| 20 | ARGX argenx SE | Healthcare | 0.7% | $68.8m | 111,904 | 0% | held |
| 21 | RARE Ultragenyx Pharmaceutical Inc. | Healthcare | 0.7% | $66.3m | 1,576,114 | 0% | held |
| 22 | Kiniksa Pharmaceuticals International, plc | 0.6% | $55.7m | 2,818,323 | 0% | held | |
| 23 | IMTX Immatics N.V. | Healthcare | 0.6% | $51.7m | 7,275,830 | 13% | added |
| 24 | CRSP CRISPR Therapeutics AG | Healthcare | 0.5% | $51.5m | 1,308,011 | 55% | added |
| 25 | STOK Stoke Therapeutics, Inc. | Healthcare | 0.5% | $51.1m | 4,633,838 | 6% | added |
| 26 | IMCR Immunocore Holdings plc | Healthcare | 0.5% | $44.7m | 1,515,318 | 0% | held |
| 27 | ROIV Roivant Sciences Ltd. | Healthcare | 0.5% | $44.6m | 3,767,773 | 35% | added |
| 28 | SERA Sera Prognostics, Inc. | 0.5% | $44.2m | 5,434,399 | 0% | held | |
| 29 | IMVT Immunovant, Inc. | Healthcare | 0.5% | $42.3m | 1,707,881 | 39% | added |
| 30 | XENE Xenon Pharmaceuticals Inc. | Healthcare | 0.4% | $39.0m | 993,679 | 0% | held |
| 31 | CELC Celcuity Inc. | Healthcare | 0.4% | $35.1m | 2,678,553 | 43% | added |
| 32 | GLUE Monte Rosa Therapeutics, Inc. | 0.4% | $34.1m | 4,916,095 | 0% | held | |
| 33 | Akero Therapeutics, Inc. | 0.3% | $30.5m | 1,097,082 | 0% | held | |
| 34 | CERS Cerus Corporation | Healthcare | 0.3% | $30.0m | 19,477,339 | 0% | held |
| 35 | Ionis Pharmaceuticals, Inc. | 0.3% | $29.5m | 30,000,000 | – | new | |
| 36 | GRAL GRAIL, Inc. | 0.3% | $29.1m | 1,630,125 | – | new | |
| 37 | IDYA IDEAYA Biosciences, Inc. | Healthcare | 0.3% | $27.3m | 1,062,123 | 0% | held |
| 38 | KRYS Krystal Biotech, Inc. | Healthcare | 0.3% | $26.6m | 169,934 | 0% | held |
| 39 | CADL Candel Therapeutics, Inc. | 0.3% | $25.9m | 2,981,983 | – | new | |
| 40 | PRAX Praxis Precision Medicines, Inc. | Healthcare | 0.3% | $25.5m | 331,533 | 3% | added |
| 41 | 1K0 IGM Biosciences, Inc. | 0.3% | $25.0m | 4,094,304 | 0% | held | |
| 42 | CNTA Centessa Pharmaceuticals plc | 0.2% | $20.6m | 1,227,178 | 0% | held | |
| 43 | Merus N.V. | 0.2% | $18.9m | 450,000 | 50% | added | |
| 44 | DYN Dyne Therapeutics, Inc. | Healthcare | 0.2% | $15.8m | 672,096 | 0% | held |
| 45 | NGNE Neurogene Inc. | 0.2% | $15.4m | 674,450 | 48% | added | |
| 46 | XNCR Xencor, Inc. | Healthcare | 0.2% | $15.4m | 670,431 | 0% | held |
| 47 | BCAX Bicara Therapeutics Inc. | 0.2% | $14.5m | 833,333 | 0% | held | |
| 48 | PRLD Prelude Therapeutics Inc. | 0.1% | $12.9m | 10,123,824 | 0% | held | |
| 49 | IONS Ionis Pharmaceuticals, Inc. | Healthcare | 0.1% | $12.5m | 357,915 | 60% | added |
| 50 | ALMS Alumis Inc. | 0.1% | $12.3m | 1,562,500 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.