BAKER BROS. ADVISORS LP
NEW YORK NY · SEC CIK 0001263508
$174.16亿2026Q1 申报市值
84持仓数
73.5%前十大占比 · 第一大 16.6%
7 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PRAX 加仓+$2.02亿
INSM 加仓+$1.35亿
GRAL 加仓+$1.00亿
MIRM 新建仓+$4,119.92万
Crinetics Pharma 加仓+$2,551.83万
2026Q1 卖出最多 按季末市值估算
RARE 清仓-$6,377.19万
IMCR 减仓-$4,788.60万
Terns Pharmaceut 清仓-$3,838.00万
BNTX 减仓-$2,214.71万
BCRX 清仓-$2,201.73万
2026Q1 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 | $28.94亿 | 16.62% | 30,744,412 | 421 | 0.0% | $3.96万 | 加仓 |
| ONC | BeOne Medicines Ltd. | $26.13亿 | 15.00% | 8,799,053 | 0 | 0.0% | — | 不变 |
| INSM | Insmed Incorporated | $12.14亿 | 6.97% | 7,421,111 | 828,365 | 12.6% | $1.35亿 | 加仓 |
| MDGL | Madrigal Pharmaceuticals, Inc. | $11.21亿 | 6.44% | 2,141,701 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA Pharmaceuticals Inc. | $9.55亿 | 5.48% | 42,896,690 | 0 | 0.0% | — | 不变 |
| RVMD | Revolution Medicines, Inc. | $9.29亿 | 5.34% | 9,555,357 | 100,000 | 1.1% | $972.50万 | 加仓 |
| CELC | Celcuity Inc. | $9.04亿 | 5.19% | 7,915,792 | 0 | 0.0% | — | 不变 |
| KOD | Kodiak Sciences Inc. | $7.59亿 | 4.36% | 19,919,186 | 0 | 0.0% | — | 不变 |
| KYMR | Kymera Therapeutics, Inc. | $7.21亿 | 4.14% | 8,657,242 | 0 | 0.0% | — | 不变 |
| SMMT | Summit Therapeutics Inc. | $6.90亿 | 3.96% | 36,391,063 | 0 | 0.0% | — | 不变 |
| PRAX | Praxis Precision Medicines, Inc. | $5.65亿 | 3.24% | 1,753,198 | 626,710 | 55.6% | $2.02亿 | 加仓 |
| RYTM | Rhythm Pharmaceuticals, Inc. | $4.87亿 | 2.80% | 5,604,483 | 0 | 0.0% | — | 不变 |
| ALKS | Alkermes plc | $3.54亿 | 2.03% | 10,012,267 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL, Inc. | $2.08亿 | 1.20% | 4,028,614 | 1,943,281 | 93.2% | $1.00亿 | 加仓 |
| EWTX | Edgewise Therapeutics, Inc. | $2.07亿 | 1.19% | 6,575,940 | 0 | 0.0% | — | 不变 |
| IONS | Ionis Pharmaceuticals, Inc. | $1.54亿 | 0.88% | 2,047,727 | 255,886 | 14.3% | $1,921.45万 | 加仓 |
| KNSA | Kiniksa Pharmaceuticals International, plc | $1.36亿 | 0.78% | 2,826,246 | 0 | 0.0% | — | 不变 |
| IMVT | Immunovant, Inc. | $1.36亿 | 0.78% | 5,457,881 | 0 | 0.0% | — | 不变 |
| ROIV | Roivant Sciences Ltd. | $1.35亿 | 0.77% | 4,867,723 | -687,294 | -12.4% | -$1,903.80万 | 减仓 |
| IDYA | IDEAYA Biosciences, Inc. | $1.31亿 | 0.76% | 3,946,515 | 327,689 | 9.1% | $1,091.86万 | 加仓 |
| ARWR | Arrowhead Pharmaceuticals, Inc. | $1.25亿 | 0.72% | 1,992,783 | -182,862 | -8.4% | -$1,146.54万 | 减仓 |
| STOK | Stoke Therapeutics, Inc. | $1.09亿 | 0.62% | 3,336,697 | 0 | 0.0% | — | 不变 |
| IMTX | Immatics N.V. | $1.07亿 | 0.62% | 10,916,693 | -1,177,401 | -9.7% | -$1,158.56万 | 减仓 |
| ABCL | AbCellera Biologics Inc. | $1.06亿 | 0.61% | 30,275,938 | 2,750,298 | 10.0% | $959.85万 | 加仓 |
| ABVX | Abivax S.A. | $9,751.99万 | 0.56% | 875,796 | 0 | 0.0% | — | 不变 |
| — | Crinetics Pharmaceuticals, Inc. | $8,540.52万 | 0.49% | 2,351,465 | 702,596 | 42.6% | $2,551.83万 | 加仓 |
| REPL | Replimune Group, Inc. | $8,449.68万 | 0.49% | 11,045,336 | 0 | 0.0% | — | 不变 |
| CELC | Celcuity Inc. | $7,486.86万 | 0.43% | 30,750,000 | 0 | 0.0% | — | 不变 |
| NRIX | Nurix Therapeutics, Inc. | $7,220.76万 | 0.41% | 4,658,556 | 0 | 0.0% | — | 不变 |
| DNLI | Denali Therapeutics Inc. | $7,164.85万 | 0.41% | 3,731,695 | 0 | 0.0% | — | 不变 |
| DNTH | Dianthus Therapeutics, Inc. | $7,151.36万 | 0.41% | 852,164 | 62,405 | 7.9% | $523.70万 | 加仓 |
| GLUE | Monte Rosa Therapeutics, Inc. | $7,148.74万 | 0.41% | 4,345,736 | 0 | 0.0% | — | 不变 |
| GPCR | Structure Therapeutics Inc. | $6,904.79万 | 0.40% | 1,432,529 | 0 | 0.0% | — | 不变 |
| TRDA | Entrada Therapeutics, Inc. | $6,401.79万 | 0.37% | 5,072,730 | 0 | 0.0% | — | 不变 |
| BCYC | Bicycle Therapeutics plc | $5,050.81万 | 0.29% | 10,885,357 | 0 | 0.0% | — | 不变 |
| SYRE | Spyre Therapeutics, Inc. | $5,044.00万 | 0.29% | 1,000,000 | 0 | 0.0% | — | 不变 |
| RAPP | Rapport Therapeutics, Inc. | $4,840.84万 | 0.28% | 1,547,090 | 0 | 0.0% | — | 不变 |
| ALMS | Alumis Inc. | $4,433.54万 | 0.25% | 2,012,500 | 450,000 | 28.8% | $991.35万 | 加仓 |
| MIRM | Mirum Pharmaceuticals, Inc. | $4,119.92万 | 0.24% | 445,975 | 445,975 | — | $4,119.92万 | 新建仓 |
| VRDN | Viridian Therapeutics, Inc. | $3,856.60万 | 0.22% | 1,971,678 | 0 | 0.0% | — | 不变 |
| ELVN | Enliven Therapeutics, Inc. | $3,548.35万 | 0.20% | 905,191 | 633,785 | 233.5% | $2,484.44万 | 加仓 |
| PRLD | Prelude Therapeutics Inc. | $3,462.35万 | 0.20% | 10,123,824 | 0 | 0.0% | — | 不变 |
| DBVT | DBV Technologies S.A. | $3,052.92万 | 0.18% | 1,461,425 | 0 | 0.0% | — | 不变 |
| DSGN | Design Therapeutics, Inc. | $2,751.48万 | 0.16% | 2,585,978 | 352,879 | 15.8% | $375.46万 | 加仓 |
| — | Centessa Pharmaceuticals plc | $2,664.22万 | 0.15% | 670,751 | 0 | 0.0% | — | 不变 |
| CTMX | CytomX Therapeutics, Inc. | $2,338.64万 | 0.13% | 4,975,826 | 725,000 | 17.1% | $340.75万 | 加仓 |
| JBIO | Jade Biosciences, Inc. | $2,305.80万 | 0.13% | 1,641,137 | 0 | 0.0% | — | 不变 |
| IRON | Disc Medicine, Inc. | $2,235.71万 | 0.13% | 349,657 | 12,607 | 3.7% | $80.61万 | 加仓 |
| IMCR | Immunocore Holdings plc | $2,214.21万 | 0.13% | 734,397 | -1,588,259 | -68.4% | -$4,788.60万 | 减仓 |
| XENE | Xenon Pharmaceuticals Inc. | $2,152.76万 | 0.12% | 370,208 | 0 | 0.0% | — | 不变 |
| CLDX | Celldex Therapeutics, Inc. | $2,110.55万 | 0.12% | 665,370 | 0 | 0.0% | — | 不变 |
| NGNE | Neurogene Inc. | $1,999.25万 | 0.11% | 991,691 | 0 | 0.0% | — | 不变 |
| EVMN | Evommune, Inc. | $1,948.15万 | 0.11% | 847,390 | 847,390 | — | $1,948.15万 | 新建仓 |
| TECX | Tectonic Therapeutic, Inc. | $1,878.67万 | 0.11% | 607,788 | -295,612 | -32.7% | -$913.74万 | 减仓 |
| CTNM | Contineum Therapeutics, Inc. | $1,855.61万 | 0.11% | 1,420,838 | 0 | 0.0% | — | 不变 |
| ARGX | argenx SE | $1,838.33万 | 0.11% | 25,174 | 0 | 0.0% | — | 不变 |
| CERS | Cerus Corporation | $1,821.52万 | 0.10% | 10,008,345 | 0 | 0.0% | — | 不变 |
| TSHA | Taysha Gene Therapies, Inc. | $1,790.13万 | 0.10% | 4,004,756 | 0 | 0.0% | — | 不变 |
| AKTS | Aktis Oncology, Inc. | $1,782.47万 | 0.10% | 996,351 | 996,351 | — | $1,782.47万 | 新建仓 |
| GENB | Generate Biomedicines, Inc. | $1,779.50万 | 0.10% | 1,423,602 | 1,423,602 | — | $1,779.50万 | 新建仓 |
| SION | Sionna Therapeutics, Inc. | $1,603.60万 | 0.09% | 400,000 | 0 | 0.0% | — | 不变 |
| DYN | Dyne Therapeutics, Inc. | $1,474.78万 | 0.08% | 813,449 | 0 | 0.0% | — | 不变 |
| XNCR | Xencor, Inc. | $1,329.14万 | 0.08% | 1,102,106 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS Pathways plc | $1,296.63万 | 0.07% | 2,344,720 | 2,344,720 | — | $1,296.63万 | 新建仓 |
| RLAY | Relay Therapeutics, Inc. | $1,154.32万 | 0.07% | 1,160,117 | 0 | 0.0% | — | 不变 |
| — | Sera Prognostics, Inc. | $1,116.13万 | 0.06% | 5,498,170 | 0 | 0.0% | — | 不变 |
| BNTX | BioNTech SE | $1,064.28万 | 0.06% | 119,743 | -249,180 | -67.5% | -$2,214.71万 | 减仓 |
| PHVS | Pharvaris N.V. | $1,059.38万 | 0.06% | 375,000 | 0 | 0.0% | — | 不变 |
| RCUS | Arcus Biosciences, Inc. | $897.74万 | 0.05% | 415,621 | 145,621 | 53.9% | $314.54万 | 加仓 |
| MPLT | MapLight Therapeutics, Inc. | $741.45万 | 0.04% | 364,705 | 0 | 0.0% | — | 不变 |
| ABSI | Absci Corporation | $640.44万 | 0.04% | 2,134,803 | 0 | 0.0% | — | 不变 |
| WVE | Wave Life Sciences Ltd. | $596.41万 | 0.03% | 822,638 | 478,575 | 139.1% | $346.97万 | 加仓 |
| — | vTv Therapeutics, Inc. | $588.21万 | 0.03% | 148,314 | 0 | 0.0% | — | 不变 |
| EIKN | Eikon Therapeutics, Inc. | $587.78万 | 0.03% | 555,555 | 555,555 | — | $587.78万 | 新建仓 |
| TARA | Protara Therapeutics, Inc. | $506.21万 | 0.03% | 971,614 | 0 | 0.0% | — | 不变 |
| SGMT | Sagimet Biosciences Inc. | $497.94万 | 0.03% | 952,996 | 0 | 0.0% | — | 不变 |
| LBRX | LB Pharmaceuticals Inc. | $493.20万 | 0.03% | 200,000 | 0 | 0.0% | — | 不变 |
| VSTM | Verastem, Inc. | $309.92万 | 0.02% | 584,757 | 584,757 | — | $309.92万 | 新建仓 |
| — | TScan Therapeutics, Inc. | $281.26万 | 0.02% | 2,784,792 | 0 | 0.0% | — | 不变 |
| — | Skye Bioscience, Inc. | $96.81万 | 0.01% | 1,575,243 | 124,605 | 8.6% | $7.66万 | 加仓 |
| SANA | Sana Biotechnology, Inc. | $89.42万 | 0.01% | 310,483 | 0 | 0.0% | — | 不变 |
| — | Aligos Therapeutics, Inc. | $61.71万 | 0.00% | 83,055 | 0 | 0.0% | — | 不变 |
| TYRA | Tyra Biosciences, Inc. | $40.62万 | 0.00% | 10,607 | 0 | 0.0% | — | 不变 |
| — | Surrozen, Inc. | $1.33万 | 0.00% | 833,333 | 0 | 0.0% | — | 不变 |
| RARE | Ultragenyx Pharmaceutical Inc. | $0 | 0.00% | 0 | -2,772,692 | -100.0% | -$6,377.19万 | 清仓 |
| — | Terns Pharmaceuticals, Inc. | $0 | 0.00% | 0 | -950,000 | -100.0% | -$3,838.00万 | 清仓 |
| BCRX | BioCryst Pharmaceuticals, Inc. | $0 | 0.00% | 0 | -2,822,727 | -100.0% | -$2,201.73万 | 清仓 |
| — | Ventyx Biosciences, Inc. | $0 | 0.00% | 0 | -2,349,280 | -100.0% | -$2,121.40万 | 清仓 |
| — | Nuvalent, Inc. | $0 | 0.00% | 0 | -143,937 | -100.0% | -$1,447.86万 | 清仓 |
| FDMT | 4D Molecular Therapeutics, Inc. | $0 | 0.00% | 0 | -475,737 | -100.0% | -$356.80万 | 清仓 |
| VIR | Vir Biotechnology, Inc. | $0 | 0.00% | 0 | -542,539 | -100.0% | -$327.15万 | 清仓 |
| — | KALA BIO, Inc. | $0 | 0.00% | 0 | -1,804,055 | -100.0% | -$100.29万 | 清仓 |
| — | Acrivon Therapeutics, Inc. | $0 | 0.00% | 0 | -22,809 | -100.0% | -$5.50万 | 清仓 |