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Baker Bros. Advisors, LP
institucionální investor · portfolio $20.0 mld. · 84 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 92
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| INCYTE CORP US:INCY | 30 762 330 | $3.49 mld. | 17.54% | +17 918 |
| Beone Medicines US:ONC · depozitní certifikát | 8 801 567 | $2.51 mld. | 12.61% | +2 514 |
| Revolution Medicines, Inc. US:RVMD | 11 443 357 | $2.14 mld. | 10.78% | +1 888 000 |
| Madrigal Pharmaceuticals Inc US:MDGL | 2 143 131 | $1.15 mld. | 5.79% | +1 430 |
| ACADIA PHARMACEUTICALS INC US:ACAD | 42 912 904 | $1.09 mld. | 5.46% | +16 214 |
| Kymera Therapeutics Inc US:KYMR | 8 657 242 | $993 mil. | 4.99% | — |
| Insmed Inc US:INSM | 8 796 111 | $938 mil. | 4.72% | +1 375 000 |
| Celcuity LLC US:CELC | 7 915 792 | $828 mil. | 4.16% | — |
| Kodiak Sciences Inc US:KOD | 19 919 186 | $776 mil. | 3.90% | — |
| Rhythm Pharmaceuticals Inc US:RYTM | 5 604 483 | $622 mil. | 3.13% | — |
| Praxis Precision Medicines I… US:PRAX | 1 753 198 | $587 mil. | 2.95% | — |
| Alkermes plc CUSIP G01767105 | 10 012 267 | $525 mil. | 2.64% | — |
| Summit Therapeutics PLC US:SMMT | 32 786 348 | $478 mil. | 2.40% | −3 604 715 |
| GRAIL, LLC US:GRAL | 4 028 614 | $275 mil. | 1.38% | — |
| Abcellera Biologics Inc US:ABCL | 33 012 138 | $259 mil. | 1.30% | +2 736 200 |
| Immunovant, Inc. US:IMVT | 5 435 220 | $209 mil. | 1.05% | −22 661 |
| Ideaya Biosciences Inc US:IDYA | 5 010 030 | $187 mil. | 0.94% | +1 063 515 |
| Kiniksa Pharmaceuticals Inte… CUSIP G52694109 | 2 834 643 | $181 mil. | 0.91% | +8 397 |
| Roivant Sciences Ltd. CUSIP G76279101 | 4 716 831 | $167 mil. | 0.84% | −150 892 |
| Arrowhead Pharmaceuticals In… US:ARWR | 1 992 783 | $162 mil. | 0.82% | — |
| Ionis Pharmaceuticals Inc US:IONS | 2 047 727 | $162 mil. | 0.82% | — |
| Edgewise Therapeutics Inc US:EWTX | 3 701 719 | $150 mil. | 0.76% | −2 874 221 |
| Replimune Group Inc US:REPL | 11 045 336 | $122 mil. | 0.61% | — |
| Nurix Therapeutics Inc US:NRIX | 4 658 556 | $113 mil. | 0.57% | — |
| Stoke Therapeutics, Inc. US:STOK | 3 336 697 | $109 mil. | 0.55% | — |
| Monte Rosa Therapeutics Inc US:GLUE | 4 345 736 | $105 mil. | 0.53% | — |
| Immatics N.V. CUSIP N44445109 | 9 508 565 | $96.3 mil. | 0.48% | −1 408 128 |
| Denali Therapeutics Inc US:DNLI | 3 734 336 | $96.0 mil. | 0.48% | +2 641 |
| Crinetics Pharmaceuticals, I… CUSIP 22663K107 | 2 351 465 | $88.0 mil. | 0.44% | — |
| Dianthus Therapeutics Inc. US:DNTH | 852 164 | $83.1 mil. | 0.42% | — |
| Structure Therapeutics Inc.… US:GPCR · depozitní certifikát | 1 432 529 | $76.9 mil. | 0.39% | — |
| Rapport Therapeutics, Inc. US:RAPP | 1 547 090 | $64.5 mil. | 0.32% | — |
| Alumis Inc US:ALMS | 2 012 500 | $56.6 mil. | 0.28% | — |
| Prelude Therapeutics Inc US:PRLD | 10 123 824 | $54.0 mil. | 0.27% | — |
| Relay Therapeutics Inc US:RLAY | 2 826 783 | $52.9 mil. | 0.27% | +1 666 666 |
| Mirum Pharmaceuticals Inc US:MIRM | 445 975 | $52.2 mil. | 0.26% | — |
| Bicycle Therapeutics Ltd US:BCYC · depozitní certifikát | 10 885 357 | $46.2 mil. | 0.23% | — |
| Enliven Therapeutics Inc. US:ELVN | 905 191 | $45.9 mil. | 0.23% | — |
| Celldex Therapeutics Inc US:CLDX | 1 182 611 | $44.0 mil. | 0.22% | +517 241 |
| Viridian Therapeutics Inc US:VRDN | 2 383 025 | $43.8 mil. | 0.22% | +411 347 |
| Design Therapeutics Inc US:DSGN | 2 678 430 | $38.8 mil. | 0.19% | +92 452 |
| Entrada Therapeutics Inc US:TRDA | 5 072 730 | $37.3 mil. | 0.19% | — |
| Faeth Therapeutics, Inc. US:FTH | 1 286 411 | $32.2 mil. | 0.16% | nová |
| Aktis Oncology, Inc. US:AKTS | 996 351 | $32.1 mil. | 0.16% | — |
| Neurogene Inc US:NGNE | 991 691 | $31.2 mil. | 0.16% | — |
| Jade Biosciences, Inc. US:JBIO | 1 230 426 | $27.3 mil. | 0.14% | −410 711 |
| Taysha Gene Therapies Inc US:TSHA | 4 004 756 | $27.3 mil. | 0.14% | — |
| Arcus Biosciences Inc US:RCUS | 844 816 | $26.0 mil. | 0.13% | +429 195 |
| Disc Medicine Inc. US:IRON | 349 657 | $25.6 mil. | 0.13% | — |
| Absci Corp US:ABSI | 2 134 803 | $24.7 mil. | 0.12% | — |
| Generate Biomedicines, Inc. US:GENB | 1 423 602 | $24.0 mil. | 0.12% | — |
| DBV Technologies US:DBVT · depozitní certifikát | 1 461 425 | $24.0 mil. | 0.12% | — |
| Xenon Pharmaceuticals Inc US:XENE | 370 208 | $22.3 mil. | 0.11% | — |
| Tectonic Therapeutic, Inc. US:TECX | 607 788 | $20.9 mil. | 0.11% | — |
| Cerus Corporation US:CERS | 6 395 431 | $18.7 mil. | 0.09% | −3 612 914 |
| CytomX Therapeutics Inc US:CTMX | 4 975 826 | $18.7 mil. | 0.09% | — |
| Dyne Therapeutics Inc US:DYN | 813 449 | $18.1 mil. | 0.09% | — |
| Cytokinetics Inc US:CYTK | 211 267 | $18.0 mil. | 0.09% | nová |
| Xencor Inc US:XNCR | 1 102 106 | $17.7 mil. | 0.09% | — |
| Sionna Therapeutics, Inc. US:SION | 400 000 | $17.6 mil. | 0.09% | — |
| Intellia Therapeutics Inc US:NTLA | 930 232 | $15.7 mil. | 0.08% | nová |
| Parabilis Medicines, Inc. US:PBLS | 500 000 | $13.7 mil. | 0.07% | nová |
| MapLight Therapeutics, Inc. US:MPLT | 364 705 | $13.1 mil. | 0.07% | — |
| Avalyn Pharma Inc. US:AVLN | 350 000 | $11.5 mil. | 0.06% | nová |
| Evommune, Inc. US:EVMN | 847 390 | $11.3 mil. | 0.06% | — |
| BioNTech SE US:BNTX · depozitní certifikát | 119 743 | $11.1 mil. | 0.06% | — |
| Tango Therapeutics, Inc. US:TNGX | 333 333 | $10.4 mil. | 0.05% | nová |
| Avalo Therapeutics Inc US:AVTX | 550 000 | $10.2 mil. | 0.05% | nová |
| Sera Prognostics Inc US:SERA | 5 498 170 | $10.0 mil. | 0.05% | — |
| Verastem Inc US:VSTM | 2 499 338 | $9.55 mil. | 0.05% | +1 914 581 |
| Sagimet Biosciences Inc. Ser… US:SGMT | 952 996 | $7.37 mil. | 0.04% | — |
| Eikon Therapeutics, Inc. US:EIKN | 555 555 | $7.25 mil. | 0.04% | — |
| LB PHARMACEUTICALS INC US:LBRX | 200 000 | $6.49 mil. | 0.03% | — |
| vTv Therapeutics Inc US:VTVT | 148 314 | $5.58 mil. | 0.03% | — |
| Wave Life Sciences Ltd. CUSIP Y95308105 | 822 638 | $4.78 mil. | 0.02% | — |
| Protara Therapeutics Inc US:TARA | 971 614 | $3.71 mil. | 0.02% | — |
| TScan Therapeutics, Inc. US:TCRX | 2 784 792 | $2.73 mil. | 0.01% | — |
| Immunome Inc US:IMNM | 55 306 | $1.17 mil. | 0.01% | nová |
| Skye Bioscience, Inc. CUSIP 83086J200 | 1 575 243 | $1.09 mil. | 0.01% | — |
| Sana Biotechnology Inc US:SANA | 310 483 | $1.08 mil. | 0.01% | — |
| Aligos Therapeutics Inc US:ALGS | 83 055 | $479 tis. | 0.00% | — |
| Tyra Biosciences Inc US:TYRA | 10 607 | $339 tis. | 0.00% | — |
| Surrozen, Inc. Warrants @ $1… CUSIP 86889P117 | 833 333 | $13.8 tis. | 0.00% | — |
| Celcuity Inc. CUSIP 15102KAA8 | 0 (bylo 30 750 000) | — | — | prodána |
| Centessa Pharmaceuticals plc CUSIP 152309100 | 0 (bylo 670 751) | — | — | prodána |
| Compass Pathways Plc US:CMPS · depozitní certifikát | 0 (bylo 2 344 720) | — | — | prodána |
| Contineum Therapeutics, Inc.… US:CTNM | 0 (bylo 1 420 838) | — | — | prodána |
| Immunocore Holdings Ltd US:IMCR · depozitní certifikát | 0 (bylo 734 397) | — | — | prodána |
| Pharvaris N.V. CUSIP N69605108 | 0 (bylo 375 000) | — | — | prodána |
| ABIVAX US:ABVX · depozitní certifikát | 0 (bylo 875 796) | — | — | prodána |
| Spyre Therapeutics Inc. US:SYRE | 0 (bylo 1 000 000) | — | — | prodána |
| argenx NV ADR US:ARGX · depozitní certifikát | 0 (bylo 25 174) | — | — | prodána |
Ve společnostech z naší databáze 6
| Společnost | Podíl | Akcie | Datum Zprávy |
|---|---|---|---|
| INCYTE CORP | 15.18% | 30 762 330 | 2026-06-30 |
| Madrigal Pharmaceuticals Inc | 9.28% | 2 143 131 | 2026-06-30 |
| Revolution Medicines, Inc. | 5.34% | 11 443 357 | 2026-06-30 |
| Insmed Inc | 4.03% | 8 796 111 | 2026-06-30 |
| DBV Technologies | 2.32% | 1 461 425 | 2026-06-30 |
| Kala Pharmaceuticals Inc | — | — | 2025-10-01 |
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