BAKER BROS. ADVISORS LP
NEW YORK NY · SEC CIK 0001263508
$199.55亿2026Q2 申报市值
84持仓数
72.8%前十大占比 · 第一大 17.5%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RVMD 加仓+$3.54亿
INSM 加仓+$1.47亿
IDYA 加仓+$3,963.72万
FTH 新建仓+$3,216.03万
RLAY 加仓+$3,118.33万
2026Q2 卖出最多 按季末市值估算
EWTX 减仓-$1.17亿
ABVX 清仓-$9,751.99万
SMMT 减仓-$5,252.07万
SYRE 清仓-$5,044.00万
Centessa Pharmac 清仓-$2,664.22万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INCY | Incyte Corporation | $34.87亿 | 17.48% | 30,762,330 | 17,918 | 0.1% | $203.12万 | 加仓 |
| ONC | BeOne Medicines Ltd. | $25.08亿 | 12.57% | 8,801,567 | 2,514 | 0.0% | $71.64万 | 加仓 |
| RVMD | Revolution Medicines, Inc. | $21.43亿 | 10.74% | 11,443,357 | 1,888,000 | 19.8% | $3.54亿 | 加仓 |
| MDGL | Madrigal Pharmaceuticals, Inc. | $11.51亿 | 5.77% | 2,143,131 | 1,430 | 0.1% | $76.78万 | 加仓 |
| ACAD | ACADIA Pharmaceuticals Inc. | $10.86亿 | 5.44% | 42,912,904 | 16,214 | 0.0% | $41.02万 | 加仓 |
| KYMR | Kymera Therapeutics, Inc. | $9.93亿 | 4.97% | 8,657,242 | 0 | 0.0% | — | 不变 |
| INSM | Insmed Incorporated | $9.38亿 | 4.70% | 8,796,111 | 1,375,000 | 18.5% | $1.47亿 | 加仓 |
| CELC | Celcuity Inc. | $8.28亿 | 4.15% | 7,915,792 | 0 | 0.0% | — | 不变 |
| KOD | Kodiak Sciences Inc. | $7.76亿 | 3.89% | 19,919,186 | 0 | 0.0% | — | 不变 |
| RYTM | Rhythm Pharmaceuticals, Inc. | $6.22亿 | 3.12% | 5,604,483 | 0 | 0.0% | — | 不变 |
| PRAX | Praxis Precision Medicines, Inc. | $5.87亿 | 2.94% | 1,753,198 | 0 | 0.0% | — | 不变 |
| ALKS | Alkermes plc | $5.25亿 | 2.63% | 10,012,267 | 0 | 0.0% | — | 不变 |
| SMMT | Summit Therapeutics Inc. | $4.78亿 | 2.39% | 32,786,348 | -3,604,715 | -9.9% | -$5,252.07万 | 减仓 |
| GRAL | GRAIL, Inc. | $2.75亿 | 1.38% | 4,028,614 | 0 | 0.0% | — | 不变 |
| ABCL | AbCellera Biologics Inc. | $2.59亿 | 1.30% | 33,012,138 | 2,736,200 | 9.0% | $2,147.92万 | 加仓 |
| IMVT | Immunovant, Inc. | $2.09亿 | 1.05% | 5,435,220 | -22,661 | -0.4% | -$87.31万 | 减仓 |
| IDYA | IDEAYA Biosciences, Inc. | $1.87亿 | 0.94% | 5,010,030 | 1,063,515 | 26.9% | $3,963.72万 | 加仓 |
| KNSA | Kiniksa Pharmaceuticals International, plc | $1.81亿 | 0.91% | 2,834,643 | 8,397 | 0.3% | $53.70万 | 加仓 |
| ROIV | Roivant Sciences Ltd. | $1.67亿 | 0.84% | 4,716,831 | -150,892 | -3.1% | -$534.01万 | 减仓 |
| ARWR | Arrowhead Pharmaceuticals, Inc. | $1.62亿 | 0.81% | 1,992,783 | 0 | 0.0% | — | 不变 |
| IONS | Ionis Pharmaceuticals, Inc. | $1.62亿 | 0.81% | 2,047,727 | 0 | 0.0% | — | 不变 |
| EWTX | Edgewise Therapeutics, Inc. | $1.50亿 | 0.75% | 3,701,719 | -2,874,221 | -43.7% | -$1.17亿 | 减仓 |
| REPL | Replimune Group, Inc. | $1.22亿 | 0.61% | 11,045,336 | 0 | 0.0% | — | 不变 |
| NRIX | Nurix Therapeutics, Inc. | $1.13亿 | 0.57% | 4,658,556 | 0 | 0.0% | — | 不变 |
| STOK | Stoke Therapeutics, Inc. | $1.09亿 | 0.55% | 3,336,697 | 0 | 0.0% | — | 不变 |
| GLUE | Monte Rosa Therapeutics, Inc. | $1.05亿 | 0.53% | 4,345,736 | 0 | 0.0% | — | 不变 |
| IMTX | Immatics N.V. | $9,632.18万 | 0.48% | 9,508,565 | -1,408,128 | -12.9% | -$1,426.43万 | 减仓 |
| DNLI | Denali Therapeutics Inc. | $9,604.71万 | 0.48% | 3,734,336 | 2,641 | 0.1% | $6.79万 | 加仓 |
| — | Crinetics Pharmaceuticals, Inc. | $8,799.18万 | 0.44% | 2,351,465 | 0 | 0.0% | — | 不变 |
| DNTH | Dianthus Therapeutics, Inc. | $8,306.89万 | 0.42% | 852,164 | 0 | 0.0% | — | 不变 |
| GPCR | Structure Therapeutics Inc. | $7,688.38万 | 0.39% | 1,432,529 | 0 | 0.0% | — | 不变 |
| CELC | Celcuity Inc. | $6,915.87万 | 0.35% | 30,750,000 | 0 | 0.0% | — | 不变 |
| RAPP | Rapport Therapeutics, Inc. | $6,446.72万 | 0.32% | 1,547,090 | 0 | 0.0% | — | 不变 |
| ALMS | Alumis Inc. | $5,663.18万 | 0.28% | 2,012,500 | 0 | 0.0% | — | 不变 |
| PRLD | Prelude Therapeutics Inc. | $5,396.00万 | 0.27% | 10,123,824 | 0 | 0.0% | — | 不变 |
| RLAY | Relay Therapeutics, Inc. | $5,288.91万 | 0.27% | 2,826,783 | 1,666,666 | 143.7% | $3,118.33万 | 加仓 |
| MIRM | Mirum Pharmaceuticals, Inc. | $5,221.03万 | 0.26% | 445,975 | 0 | 0.0% | — | 不变 |
| BCYC | Bicycle Therapeutics plc | $4,615.39万 | 0.23% | 10,885,357 | 0 | 0.0% | — | 不变 |
| ELVN | Enliven Therapeutics, Inc. | $4,593.84万 | 0.23% | 905,191 | 0 | 0.0% | — | 不变 |
| CLDX | Celldex Therapeutics, Inc. | $4,400.50万 | 0.22% | 1,182,611 | 517,241 | 77.7% | $1,924.65万 | 加仓 |
| VRDN | Viridian Therapeutics, Inc. | $4,377.62万 | 0.22% | 2,383,025 | 411,347 | 20.9% | $755.64万 | 加仓 |
| DSGN | Design Therapeutics, Inc. | $3,875.69万 | 0.19% | 2,678,430 | 92,452 | 3.6% | $133.78万 | 加仓 |
| TRDA | Entrada Therapeutics, Inc. | $3,733.53万 | 0.19% | 5,072,730 | 0 | 0.0% | — | 不变 |
| FTH | Faeth Therapeutics, Inc. | $3,216.03万 | 0.16% | 1,286,411 | 1,286,411 | — | $3,216.03万 | 新建仓 |
| AKTS | Aktis Oncology, Inc. | $3,211.24万 | 0.16% | 996,351 | 0 | 0.0% | — | 不变 |
| NGNE | Neurogene Inc. | $3,118.87万 | 0.16% | 991,691 | 0 | 0.0% | — | 不变 |
| JBIO | Jade Biosciences, Inc. | $2,734.01万 | 0.14% | 1,230,426 | -410,711 | -25.0% | -$912.60万 | 减仓 |
| TSHA | Taysha Gene Therapies, Inc. | $2,727.24万 | 0.14% | 4,004,756 | 0 | 0.0% | — | 不变 |
| RCUS | Arcus Biosciences, Inc. | $2,604.57万 | 0.13% | 844,816 | 429,195 | 103.3% | $1,323.21万 | 加仓 |
| IRON | Disc Medicine, Inc. | $2,557.39万 | 0.13% | 349,657 | 0 | 0.0% | — | 不变 |
| ABSI | Absci Corporation | $2,474.24万 | 0.12% | 2,134,803 | 0 | 0.0% | — | 不变 |
| GENB | Generate Biomedicines, Inc. | $2,401.62万 | 0.12% | 1,423,602 | 0 | 0.0% | — | 不变 |
| DBVT | DBV Technologies S.A. | $2,396.74万 | 0.12% | 1,461,425 | 0 | 0.0% | — | 不变 |
| XENE | Xenon Pharmaceuticals Inc. | $2,234.58万 | 0.11% | 370,208 | 0 | 0.0% | — | 不变 |
| TECX | Tectonic Therapeutic, Inc. | $2,089.27万 | 0.10% | 607,788 | 0 | 0.0% | — | 不变 |
| CERS | Cerus Corporation | $1,867.47万 | 0.09% | 6,395,431 | -3,612,914 | -36.1% | -$1,054.97万 | 减仓 |
| CTMX | CytomX Therapeutics, Inc. | $1,865.93万 | 0.09% | 4,975,826 | 0 | 0.0% | — | 不变 |
| DYN | Dyne Therapeutics, Inc. | $1,806.67万 | 0.09% | 813,449 | 0 | 0.0% | — | 不变 |
| CYTK | Cytokinetics, Incorporated | $1,799.78万 | 0.09% | 211,267 | 211,267 | — | $1,799.78万 | 新建仓 |
| XNCR | Xencor, Inc. | $1,774.39万 | 0.09% | 1,102,106 | 0 | 0.0% | — | 不变 |
| SION | Sionna Therapeutics, Inc. | $1,759.60万 | 0.09% | 400,000 | 0 | 0.0% | — | 不变 |
| NTLA | Intellia Therapeutics, Inc. | $1,573.95万 | 0.08% | 930,232 | 930,232 | — | $1,573.95万 | 新建仓 |
| PBLS | Parabilis Medicines, Inc. | $1,368.50万 | 0.07% | 500,000 | 500,000 | — | $1,368.50万 | 新建仓 |
| MPLT | MapLight Therapeutics, Inc. | $1,307.10万 | 0.07% | 364,705 | 0 | 0.0% | — | 不变 |
| AVLN | Avalyn Pharma Inc. | $1,152.20万 | 0.06% | 350,000 | 350,000 | — | $1,152.20万 | 新建仓 |
| EVMN | Evommune, Inc. | $1,126.18万 | 0.06% | 847,390 | 0 | 0.0% | — | 不变 |
| BNTX | BioNTech SE | $1,114.21万 | 0.06% | 119,743 | 0 | 0.0% | — | 不变 |
| TNGX | Tango Therapeutics, Inc. | $1,042.00万 | 0.05% | 333,333 | 333,333 | — | $1,042.00万 | 新建仓 |
| AVTX | Avalo Therapeutics, Inc. | $1,016.40万 | 0.05% | 550,000 | 550,000 | — | $1,016.40万 | 新建仓 |
| — | Sera Prognostics, Inc. | $1,000.67万 | 0.05% | 5,498,170 | 0 | 0.0% | — | 不变 |
| VSTM | Verastem, Inc. | $954.75万 | 0.05% | 2,499,338 | 1,914,581 | 327.4% | $731.37万 | 加仓 |
| SGMT | Sagimet Biosciences Inc. | $736.67万 | 0.04% | 952,996 | 0 | 0.0% | — | 不变 |
| EIKN | Eikon Therapeutics, Inc. | $725.00万 | 0.04% | 555,555 | 0 | 0.0% | — | 不变 |
| LBRX | LB Pharmaceuticals Inc. | $649.10万 | 0.03% | 200,000 | 0 | 0.0% | — | 不变 |
| — | vTv Therapeutics, Inc. | $558.40万 | 0.03% | 148,314 | 0 | 0.0% | — | 不变 |
| WVE | Wave Life Sciences Ltd. | $477.95万 | 0.02% | 822,638 | 0 | 0.0% | — | 不变 |
| TARA | Protara Therapeutics, Inc. | $371.16万 | 0.02% | 971,614 | 0 | 0.0% | — | 不变 |
| — | TScan Therapeutics, Inc. | $272.94万 | 0.01% | 2,784,792 | 0 | 0.0% | — | 不变 |
| IMNM | Immunome, Inc. | $117.19万 | 0.01% | 55,306 | 55,306 | — | $117.19万 | 新建仓 |
| — | Skye Bioscience, Inc. | $109.21万 | 0.01% | 1,575,243 | 0 | 0.0% | — | 不变 |
| SANA | Sana Biotechnology, Inc. | $108.36万 | 0.01% | 310,483 | 0 | 0.0% | — | 不变 |
| — | Aligos Therapeutics, Inc. | $47.92万 | 0.00% | 83,055 | 0 | 0.0% | — | 不变 |
| TYRA | Tyra Biosciences, Inc. | $33.88万 | 0.00% | 10,607 | 0 | 0.0% | — | 不变 |
| — | Surrozen, Inc. Warrants @ $172.50 8/11/2026 (15 FOR 1) | $1.38万 | 0.00% | 833,333 | 0 | 0.0% | — | 不变 |
| ABVX | Abivax S.A. | $0 | 0.00% | 0 | -875,796 | -100.0% | -$9,751.99万 | 清仓 |
| SYRE | Spyre Therapeutics, Inc. | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$5,044.00万 | 清仓 |
| — | Centessa Pharmaceuticals plc | $0 | 0.00% | 0 | -670,751 | -100.0% | -$2,664.22万 | 清仓 |
| IMCR | Immunocore Holdings plc | $0 | 0.00% | 0 | -734,397 | -100.0% | -$2,214.21万 | 清仓 |
| CTNM | Contineum Therapeutics, Inc. | $0 | 0.00% | 0 | -1,420,838 | -100.0% | -$1,855.61万 | 清仓 |
| ARGX | argenx SE | $0 | 0.00% | 0 | -25,174 | -100.0% | -$1,838.33万 | 清仓 |
| CMPS | COMPASS Pathways plc | $0 | 0.00% | 0 | -2,344,720 | -100.0% | -$1,296.63万 | 清仓 |
| PHVS | Pharvaris N.V. | $0 | 0.00% | 0 | -375,000 | -100.0% | -$1,059.38万 | 清仓 |