Posiciones del fondo
Baker Bros. Advisors — SEC 13F
a 30 jun 2026 · Datos antiguos
Presentada · 14 ago 2026
These are the investment manager’s reported positions, not the named person’s personal brokerage holdings. Form 13F shows reportable long securities at quarter-end and omits cash, short positions and many foreign/private assets. Showing 83 of 83 reported share positions; full filings are linked. 1 option, principal-amount or warrant/debt rows are excluded. Option figures describe underlying exposure, not option premiums. Allocation is within the reported non-option share positions, not total fund assets. 13F does not disclose purchase costs or actual P&L.
| Valor | Asignación | Acciones | Coste de adquisición | Valor de mercado | Ganancia/pérdida no realizada |
|---|---|---|---|---|---|
| CUSIP 45337C102Incyte Corporation — COM | 17,54 % | 30.762.330 | No divulgado | 3.487.217.729,00 US$30 jun 2026 | No divulgado |
| CUSIP 07725L102BeOne Medicines Ltd. — SPONSORED ADS | 12,61 % | 8.801.567 | No divulgado | 2.508.182.548,00 US$30 jun 2026 | No divulgado |
| CUSIP 76155X100Revolution Medicines, Inc. — COM | 10,78 % | 11.443.357 | No divulgado | 2.143.111.899,00 US$30 jun 2026 | No divulgado |
| CUSIP 558868105Madrigal Pharmaceuticals, Inc. — COM | 5,79 % | 2.143.131 | No divulgado | 1.150.754.190,00 US$30 jun 2026 | No divulgado |
| CUSIP 004225108ACADIA Pharmaceuticals Inc. — COM | 5,46 % | 42.912.904 | No divulgado | 1.085.696.471,00 US$30 jun 2026 | No divulgado |
| CUSIP 501575104Kymera Therapeutics, Inc. — COM | 4,99 % | 8.657.242 | No divulgado | 992.725.940,00 US$30 jun 2026 | No divulgado |
| CUSIP 457669307Insmed Incorporated — COM PAR $.01 | 4,72 % | 8.796.111 | No divulgado | 937.841.355,00 US$30 jun 2026 | No divulgado |
| CUSIP 15102K100Celcuity Inc. — COM | 4,16 % | 7.915.792 | No divulgado | 828.150.159,00 US$30 jun 2026 | No divulgado |
| CUSIP 50015M109Kodiak Sciences Inc. — COM | 3,9 % | 19.919.186 | No divulgado | 776.051.487,00 US$30 jun 2026 | No divulgado |
| CUSIP 76243J105Rhythm Pharmaceuticals, Inc. — COM | 3,13 % | 5.604.483 | No divulgado | 622.265.747,00 US$30 jun 2026 | No divulgado |
| CUSIP 74006W207Praxis Precision Medicines, Inc. — COM | 2,95 % | 1.753.198 | No divulgado | 586.953.158,00 US$30 jun 2026 | No divulgado |
| CUSIP G01767105Alkermes plc — SHS | 2,64 % | 10.012.267 | No divulgado | 524.592.729,00 US$30 jun 2026 | No divulgado |
| CUSIP 86627T108Summit Therapeutics Inc. — COM | 2,4 % | 32.786.348 | No divulgado | 477.697.090,00 US$30 jun 2026 | No divulgado |
| CUSIP 384747101GRAIL, Inc. — COM | 1,38 % | 4.028.614 | No divulgado | 275.033.478,00 US$30 jun 2026 | No divulgado |
| CUSIP 00288U106AbCellera Biologics Inc. — COM | 1,3 % | 33.012.138 | No divulgado | 259.145.283,00 US$30 jun 2026 | No divulgado |
| CUSIP 45258J102Immunovant, Inc. — COM | 1,05 % | 5.435.220 | No divulgado | 209.419.027,00 US$30 jun 2026 | No divulgado |
| CUSIP 45166A102IDEAYA Biosciences, Inc. — COM | 0,94 % | 5.010.030 | No divulgado | 186.723.818,00 US$30 jun 2026 | No divulgado |
| CUSIP G52694109Kiniksa Pharmaceuticals International, plc — ORD SHS CL A | 0,91 % | 2.834.643 | No divulgado | 181.275.420,00 US$30 jun 2026 | No divulgado |
| CUSIP G76279101Roivant Sciences Ltd. — SHS | 0,84 % | 4.716.831 | No divulgado | 166.928.649,00 US$30 jun 2026 | No divulgado |
| CUSIP 04280A100Arrowhead Pharmaceuticals, Inc. — COM | 0,82 % | 1.992.783 | No divulgado | 162.431.742,00 US$30 jun 2026 | No divulgado |
| CUSIP 462222100Ionis Pharmaceuticals, Inc. — COM | 0,82 % | 2.047.727 | No divulgado | 162.364.274,00 US$30 jun 2026 | No divulgado |
| CUSIP 28036F105Edgewise Therapeutics, Inc. — COM | 0,76 % | 3.701.719 | No divulgado | 150.400.843,00 US$30 jun 2026 | No divulgado |
| CUSIP 76029N106Replimune Group, Inc. — COM | 0,61 % | 11.045.336 | No divulgado | 122.271.870,00 US$30 jun 2026 | No divulgado |
| CUSIP 67080M103Nurix Therapeutics, Inc. — COM | 0,57 % | 4.658.556 | No divulgado | 113.016.569,00 US$30 jun 2026 | No divulgado |
| CUSIP 86150R107Stoke Therapeutics, Inc. — COM | 0,55 % | 3.336.697 | No divulgado | 109.176.726,00 US$30 jun 2026 | No divulgado |
| CUSIP 61225M102Monte Rosa Therapeutics, Inc. — COM | 0,53 % | 4.345.736 | No divulgado | 105.166.811,00 US$30 jun 2026 | No divulgado |
| CUSIP N44445109Immatics N.V. — SHS | 0,48 % | 9.508.565 | No divulgado | 96.321.763,00 US$30 jun 2026 | No divulgado |
| CUSIP 24823R105Denali Therapeutics Inc. — COM | 0,48 % | 3.734.336 | No divulgado | 96.047.122,00 US$30 jun 2026 | No divulgado |
| CUSIP 22663K107Crinetics Pharmaceuticals, Inc. — COM | 0,44 % | 2.351.465 | No divulgado | 87.991.820,00 US$30 jun 2026 | No divulgado |
| CUSIP 252828108Dianthus Therapeutics, Inc. — COM | 0,42 % | 852.164 | No divulgado | 83.068.947,00 US$30 jun 2026 | No divulgado |
| CUSIP 86366E106Structure Therapeutics Inc. — SPONSORED ADS | 0,39 % | 1.432.529 | No divulgado | 76.883.831,00 US$30 jun 2026 | No divulgado |
| CUSIP 75383L102Rapport Therapeutics, Inc. — COM | 0,32 % | 1.547.090 | No divulgado | 64.467.240,00 US$30 jun 2026 | No divulgado |
| CUSIP 022307102Alumis Inc. — COM | 0,28 % | 2.012.500 | No divulgado | 56.631.750,00 US$30 jun 2026 | No divulgado |
| CUSIP 74065P101Prelude Therapeutics Inc. — COM | 0,27 % | 10.123.824 | No divulgado | 53.959.982,00 US$30 jun 2026 | No divulgado |
| CUSIP 75943R102Relay Therapeutics, Inc. — COM | 0,27 % | 2.826.783 | No divulgado | 52.889.110,00 US$30 jun 2026 | No divulgado |
| CUSIP 604749101Mirum Pharmaceuticals, Inc. — COM | 0,26 % | 445.975 | No divulgado | 52.210.293,00 US$30 jun 2026 | No divulgado |
| CUSIP 088786108Bicycle Therapeutics plc — SPONSORED ADS | 0,23 % | 10.885.357 | No divulgado | 46.153.914,00 US$30 jun 2026 | No divulgado |
| CUSIP 29337E102Enliven Therapeutics, Inc. — COM | 0,23 % | 905.191 | No divulgado | 45.938.443,00 US$30 jun 2026 | No divulgado |
| CUSIP 15117B202Celldex Therapeutics, Inc. — COM | 0,22 % | 1.182.611 | No divulgado | 44.004.955,00 US$30 jun 2026 | No divulgado |
| CUSIP 92790C104Viridian Therapeutics, Inc. — COM | 0,22 % | 2.383.025 | No divulgado | 43.776.169,00 US$30 jun 2026 | No divulgado |
| CUSIP 25056L103Design Therapeutics, Inc. — COM | 0,19 % | 2.678.430 | No divulgado | 38.756.882,00 US$30 jun 2026 | No divulgado |
| CUSIP 29384C108Entrada Therapeutics, Inc. — COM | 0,19 % | 5.072.730 | No divulgado | 37.335.293,00 US$30 jun 2026 | No divulgado |
| CUSIP 81728A207Faeth Therapeutics, Inc. — COM | 0,16 % | 1.286.411 | No divulgado | 32.160.275,00 US$30 jun 2026 | No divulgado |
| CUSIP 01021M104Aktis Oncology, Inc. — COM | 0,16 % | 996.351 | No divulgado | 32.112.393,00 US$30 jun 2026 | No divulgado |
| CUSIP 64135M105Neurogene Inc. — COM | 0,16 % | 991.691 | No divulgado | 31.188.682,00 US$30 jun 2026 | No divulgado |
| CUSIP 008064206Jade Biosciences, Inc. — COM | 0,14 % | 1.230.426 | No divulgado | 27.340.066,00 US$30 jun 2026 | No divulgado |
| CUSIP 877619106Taysha Gene Therapies, Inc. — COM SHS | 0,14 % | 4.004.756 | No divulgado | 27.272.388,00 US$30 jun 2026 | No divulgado |
| CUSIP 03969F109Arcus Biosciences, Inc. — COM | 0,13 % | 844.816 | No divulgado | 26.045.677,00 US$30 jun 2026 | No divulgado |
| CUSIP 254604101Disc Medicine, Inc. — COM | 0,13 % | 349.657 | No divulgado | 25.573.913,00 US$30 jun 2026 | No divulgado |
| CUSIP 00091E109Absci Corporation — COM | 0,12 % | 2.134.803 | No divulgado | 24.742.367,00 US$30 jun 2026 | No divulgado |
| CUSIP 370920100Generate Biomedicines, Inc. — COM SHS | 0,12 % | 1.423.602 | No divulgado | 24.016.166,00 US$30 jun 2026 | No divulgado |
| CUSIP 23306J309DBV Technologies S.A. — SPONSORED ADS | 0,12 % | 1.461.425 | No divulgado | 23.967.370,00 US$30 jun 2026 | No divulgado |
| CUSIP 98420N105Xenon Pharmaceuticals Inc. — COM | 0,11 % | 370.208 | No divulgado | 22.345.755,00 US$30 jun 2026 | No divulgado |
| CUSIP 878972108Tectonic Therapeutic, Inc. — COM | 0,11 % | 607.788 | No divulgado | 20.892.713,00 US$30 jun 2026 | No divulgado |
| CUSIP 157085101Cerus Corporation — COM | 0,09 % | 6.395.431 | No divulgado | 18.674.659,00 US$30 jun 2026 | No divulgado |
| CUSIP 23284F105CytomX Therapeutics, Inc. — COM | 0,09 % | 4.975.826 | No divulgado | 18.659.348,00 US$30 jun 2026 | No divulgado |
| CUSIP 26818M108Dyne Therapeutics, Inc. — COM | 0,09 % | 813.449 | No divulgado | 18.066.702,00 US$30 jun 2026 | No divulgado |
| CUSIP 23282W605Cytokinetics, Incorporated — COM | 0,09 % | 211.267 | No divulgado | 17.997.836,00 US$30 jun 2026 | No divulgado |
| CUSIP 98401F105Xencor, Inc. — COM | 0,09 % | 1.102.106 | No divulgado | 17.743.907,00 US$30 jun 2026 | No divulgado |
| CUSIP 829401108Sionna Therapeutics, Inc. — COM | 0,09 % | 400.000 | No divulgado | 17.596.000,00 US$30 jun 2026 | No divulgado |
| CUSIP 45826J105Intellia Therapeutics, Inc. — COM | 0,08 % | 930.232 | No divulgado | 15.739.525,00 US$30 jun 2026 | No divulgado |
| CUSIP 698955101Parabilis Medicines, Inc. — COM | 0,07 % | 500.000 | No divulgado | 13.685.000,00 US$30 jun 2026 | No divulgado |
| CUSIP 56565P103MapLight Therapeutics, Inc. — COM | 0,07 % | 364.705 | No divulgado | 13.071.027,00 US$30 jun 2026 | No divulgado |
| CUSIP 05348Y105Avalyn Pharma Inc. — COM SHS | 0,06 % | 350.000 | No divulgado | 11.522.000,00 US$30 jun 2026 | No divulgado |
| CUSIP 30054Y107Evommune, Inc. — COM SHS | 0,06 % | 847.390 | No divulgado | 11.261.813,00 US$30 jun 2026 | No divulgado |
| CUSIP 09075V102BioNTech SE — SPONSORED ADS | 0,06 % | 119.743 | No divulgado | 11.142.086,00 US$30 jun 2026 | No divulgado |
| CUSIP 87583X109Tango Therapeutics, Inc. — COM | 0,05 % | 333.333 | No divulgado | 10.419.990,00 US$30 jun 2026 | No divulgado |
| CUSIP 05338F306Avalo Therapeutics, Inc. — COM | 0,05 % | 550.000 | No divulgado | 10.164.000,00 US$30 jun 2026 | No divulgado |
| CUSIP 81749D107Sera Prognostics, Inc. — CLASS A COM | 0,05 % | 5.498.170 | No divulgado | 10.006.669,00 US$30 jun 2026 | No divulgado |
| CUSIP 92337C203Verastem, Inc. — COM | 0,05 % | 2.499.338 | No divulgado | 9.547.471,00 US$30 jun 2026 | No divulgado |
| CUSIP 786700104Sagimet Biosciences Inc. — COM SER A | 0,04 % | 952.996 | No divulgado | 7.366.659,00 US$30 jun 2026 | No divulgado |
| CUSIP 282564103Eikon Therapeutics, Inc. — COM | 0,04 % | 555.555 | No divulgado | 7.249.993,00 US$30 jun 2026 | No divulgado |
| CUSIP 50180M108LB Pharmaceuticals Inc. — COM SHS | 0,03 % | 200.000 | No divulgado | 6.491.000,00 US$30 jun 2026 | No divulgado |
| CUSIP 918385204vTv Therapeutics, Inc. — CL A | 0,03 % | 148.314 | No divulgado | 5.584.022,00 US$30 jun 2026 | No divulgado |
| CUSIP Y95308105Wave Life Sciences Ltd. — SHS | 0,02 % | 822.638 | No divulgado | 4.779.527,00 US$30 jun 2026 | No divulgado |
| CUSIP 74365U107Protara Therapeutics, Inc. — COM STK | 0,02 % | 971.614 | No divulgado | 3.711.565,00 US$30 jun 2026 | No divulgado |
| CUSIP 89854M101TScan Therapeutics, Inc. — COM | 0,01 % | 2.784.792 | No divulgado | 2.729.375,00 US$30 jun 2026 | No divulgado |
| CUSIP 45257U108Immunome, Inc. — COM | 0,01 % | 55.306 | No divulgado | 1.171.934,00 US$30 jun 2026 | No divulgado |
| CUSIP 83086J200Skye Bioscience, Inc. — COM | 0,01 % | 1.575.243 | No divulgado | 1.092.116,00 US$30 jun 2026 | No divulgado |
| CUSIP 799566104Sana Biotechnology, Inc. — COM | 0,01 % | 310.483 | No divulgado | 1.083.586,00 US$30 jun 2026 | No divulgado |
| CUSIP 01626L204Aligos Therapeutics, Inc. — COM | 0 % | 83.055 | No divulgado | 479.227,00 US$30 jun 2026 | No divulgado |
| CUSIP 90240B106Tyra Biosciences, Inc. — COM | 0 % | 10.607 | No divulgado | 338.788,00 US$30 jun 2026 | No divulgado |
| CUSIP 86889P117Surrozen, Inc. Warrants @ $172.50 8/11/2026 (15 FOR 1) — W EXP 8/11/2026 | 0 % | 833.333 | No divulgado | 13.750,00 US$30 jun 2026 | No divulgado |
Solo parte de la cartera es pública
El cálculo requiere coste y valoración fechada en la misma moneda. Es una ganancia o pérdida no realizada, sin dividendos ni ganancias realizadas. Los datos ausentes no se estiman.
