Baker Bros. Advisors Lp Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Baker Bros. Advisors LpInvestment ActivityBaker Bros. Advisors Lp has $7.97 billion in total holdings as of March 31, 2024.Baker Bros. Advisors Lp owns shares of 87 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.79% of the portfolio was purchased this quarter.About 6.40% of the portfolio was sold this quarter.This quarter, Baker Bros. Advisors Lp has purchased 84 new stocks and bought additional shares in 15 stocks.Baker Bros. Advisors Lp sold shares of 7 stocks and completely divested from 10 stocks this quarter.Largest Holdings Incyte $2,061,155,515BeiGene $1,652,869,802ACADIA Pharmaceuticals $792,566,676Madrigal Pharmaceuticals $526,014,858Rhythm Pharmaceuticals $277,241,155 Largest New Holdings this Quarter Fate Therapeutics $13,345,449 HoldingNeumora Therapeutics, Inc. $8,715,451 HoldingDyne Therapeutics, Inc. $8,091,150 HoldingPraxis Precision Medicines, Inc. $8,026,144 HoldingSage Therapeutics $7,631,247 Holding Largest Purchases this Quarter Bicycle Therapeutics 3,152,433 shares (about $78.50M)Revolution Medicines 2,400,592 shares (about $77.37M)Edgewise Therapeutics 2,727,273 shares (about $49.75M)Denali Therapeutics 1,124,499 shares (about $23.07M)Celcuity 1,017,000 shares (about $21.97M) Largest Sales this Quarter Immunocore 1,005,413 shares (about $65.35M)Perspective Therapeutics, Inc. 7,489,916 shares (about $8.91M)Roivant Sciences 179,190 shares (about $1.89M)Opthea 410,819 shares (about $1.69M)Achilles Therapeutics 894,017 shares (about $1.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaker Bros. Advisors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINCYIncyte$2,061,155,515$30,935 ▲0.0%36,179,66525.9%MedicalBGNEBeiGene$1,652,869,8020.0%10,568,89720.7%MedicalACADACADIA Pharmaceuticals$792,566,6760.0%42,864,6129.9%MedicalMDGLMadrigal Pharmaceuticals$526,014,8580.0%1,969,7986.6%MedicalRYTMRhythm Pharmaceuticals$277,241,1550.0%6,398,3653.5%MedicalRVMDRevolution Medicines$243,312,295$77,371,080 ▲46.6%7,549,2493.1%MedicalKYMRKymera Therapeutics$241,036,3060.0%5,995,9283.0%MedicalABCLAbCellera Biologics$124,691,149$20,909,968 ▲20.1%27,525,6401.6%MedicalBCYCBicycle Therapeutics$123,076,293$78,495,582 ▲176.1%4,942,8231.5%MedicalEWTXEdgewise Therapeutics$106,522,676$49,745,459 ▲87.6%5,840,0591.3%MedicalIMCRImmunocore$98,495,670$65,351,845 ▼-39.9%1,515,3181.2%MedicalKODKodiak Sciences$91,053,1770.0%17,310,4901.1%MedicalROIVRoivant Sciences$78,141,810$1,888,663 ▼-2.4%7,413,8341.0%MedicalREPLReplimune Group$77,985,3950.0%9,545,3361.0%MedicalDNLIDenali Therapeutics$76,574,381$23,074,719 ▲43.1%3,731,6951.0%MedicalTRDAEntrada Therapeutics$68,948,6550.0%4,865,8190.9%MedicalAKROAkero Therapeutics$68,535,558$8,710,330 ▲14.6%2,713,2050.9%MedicalRAREUltragenyx Pharmaceutical$68,473,0790.0%1,466,5470.9%MedicalIMTXImmatics$67,720,113$6,353,768 ▲10.4%6,443,3980.8%MedicalCERECerevel Therapeutics$67,632,0000.0%1,600,0000.8%MedicalARGXargenx$59,536,3700.0%151,2150.7%MedicalNRIXNurix Therapeutics$57,067,2380.0%3,882,1250.7%MedicalKNSAKiniksa Pharmaceuticals$55,432,9540.0%2,809,5770.7%MedicalBCRXBioCryst Pharmaceuticals$51,440,9740.0%10,126,1760.6%MedicalAVTEAerovate Therapeutics$49,692,8880.0%1,680,5170.6%MedicalSERASera Prognostics$49,453,0310.0%5,434,3990.6%MedicalPRLDPrelude Therapeutics$47,986,9260.0%10,123,8240.6%MedicalIDYAIDEAYA Biosciences$46,605,9570.0%1,062,1230.6%MedicalSTOKStoke Therapeutics$45,473,981$18,067,172 ▲65.9%3,368,4430.6%MedicalXENEXenon Pharmaceuticals$42,777,8810.0%993,6790.5%MedicalIGMSIGM Biosciences$39,452,307$3,834,051 ▲10.8%4,088,3220.5%MedicalCERSCerus$36,812,1710.0%19,477,3390.5%MedicalGLUEMonte Rosa Therapeutics$34,658,4700.0%4,916,0950.4%MedicalCELCCelcuity$33,533,525$21,967,200 ▲189.9%1,552,4780.4%MedicalBMEABiomea Fusion$31,528,7880.0%2,108,9490.4%MedicalKRYSKrystal Biotech$30,236,3570.0%169,9340.4%MedicalSANASana Biotechnology$23,809,490$3,809,490 ▲19.0%2,380,9490.3%MedicalNeurogene Inc.$23,211,164$127,199 ▲0.6%456,0150.3%COMVERVVerve Therapeutics$22,463,5180.0%1,691,5300.3%MedicalTCRXTScan Therapeutics$22,111,2480.0%2,784,7920.3%MedicalADAPAdaptimmune Therapeutics$17,043,495$287,971 ▼-1.7%10,787,0220.2%MedicalIMVTImmunovant$13,732,0410.0%425,0090.2%MedicalTSVT2seventy bio$13,361,7640.0%2,497,5260.2%MedicalFATEFate Therapeutics$13,345,449$13,345,449 ▲New Holding1,818,1810.2%MedicalXNCRXencor$12,070,388$6,639,000 ▲122.2%545,4310.2%MedicalTSHATaysha Gene Therapies$11,493,6500.0%4,004,7560.1%MedicalDBVTDBV Technologies$10,947,5450.0%14,614,2640.1%MedicalCLDXCelldex Therapeutics$10,393,6190.0%247,6440.1%MedicalRLAYRelay Therapeutics$9,628,9710.0%1,160,1170.1%MedicalINSMInsmed$9,305,5900.0%343,0000.1%MedicalOPTOpthea$8,950,865$1,688,466 ▼-15.9%2,177,8260.1%MedicalNeumora Therapeutics, Inc.$8,715,451$8,715,451 ▲New Holding633,8510.1%COMATHAAthira Pharma$8,641,4310.0%3,153,8070.1%MedicalDyne Therapeutics, Inc.$8,091,150$8,091,150 ▲New Holding285,0000.1%COMPraxis Precision Medicines, Inc.$8,026,144$8,026,144 ▲New Holding131,5330.1%COMSAGESage Therapeutics$7,631,247$7,631,247 ▲New Holding407,2170.1%MedicalSagimet Biosciences Inc.$7,489,887$404,440 ▼-5.1%1,381,8980.1%COM SER APRMEPrime Medicine$7,199,2620.0%1,028,4660.1%MedicalDSGNDesign Therapeutics$6,698,344$653,344 ▲10.8%1,662,1200.1%MedicalTNGXTango Therapeutics$5,955,0000.0%750,0000.1%MedicalHOOKHookipa Pharma$5,787,2440.0%8,128,1510.1%MedicalMRSNMersana Therapeutics$4,865,7950.0%1,086,1150.1%MedicalMIRMMirum Pharmaceuticals$4,784,7570.0%190,4760.1%MedicalTLISTalis Biomedical$4,447,8260.0%508,3230.1%MedicalPCVXVaxcyte$3,339,3340.0%48,8850.0%MedicalIPSCCentury Therapeutics$3,333,3830.0%797,4600.0%MedicalALPNAlpine Immune Sciences$3,233,752$3,233,752 ▲New Holding81,5780.0%MedicalFDMT4D Molecular Therapeutics$3,186,000$3,186,000 ▲New Holding100,0000.0%MedicalLPTXLeap Therapeutics$3,117,9860.0%1,172,1750.0%MedicalCMPXCompass Therapeutics$3,084,1070.0%1,557,6300.0%MedicalNAMSNewAmsterdam Pharma$2,289,959$2,289,959 ▲New Holding96,8270.0%MedicalvTv Therapeutics, Inc.$2,289,798$2,289,798 ▲New Holding97,3140.0%CL AKALAKALA BIO$2,124,9060.0%266,6130.0%MedicalALGSAligos Therapeutics$2,034,8720.0%2,076,4000.0%MedicalELVNEnliven Therapeutics$2,019,912$2,019,912 ▲New Holding114,8330.0%MedicalACHLAchilles Therapeutics$1,510,969$1,117,521 ▼-42.5%1,208,7750.0%MedicalGBIOGeneration Bio$1,510,861$1,510,861 ▲New Holding371,2190.0%MedicalMural Oncology plc$1,088,040$1,088,040 ▲New Holding222,5030.0%ORD SHSPFEPfizer$971,2500.0%35,0000.0%MedicalTARAProtara Therapeutics$800,6810.0%199,6710.0%MedicalPMVPPMV Pharmaceuticals$547,4410.0%322,0240.0%MedicalACRVAcrivon Therapeutics$378,128$378,128 ▲New Holding52,8850.0%MedicalFHTXFoghorn Therapeutics$302,1310.0%45,0270.0%MedicalCABACabaletta Bio$227,4270.0%13,3310.0%MedicalPerspective Therapeutics, Inc.$178,247$8,913,024 ▼-98.0%149,7870.0%COMTYRATyra Biosciences$173,9550.0%10,6070.0%MedicalSRZNWSurrozen$25,1670.0%833,3330.0%MedicalMRTXMirati Therapeutics$0$242,134,600 ▼-100.0%00.0%MedicalInvitae Corporation$0$131,152,500 ▼-100.0%00.0%Notes 1.5% 4/1/2028GRCLGracell Biotechnologies$0$20,883,200 ▼-100.0%00.0%MedicalDAWNDay One Biopharmaceuticals$0$14,600,000 ▼-100.0%00.0%MedicalSPRYARS Pharmaceuticals$0$10,995,351 ▼-100.0%00.0%MedicalInvitae Corporation$0$6,272,702 ▼-100.0%00.0%Series A Notes 4.5% 3/15/2028PRAXPraxis Precision Medicines$0$2,930,555 ▼-100.0%00.0%MedicalNVTAInvitae$0$1,106,017 ▼-100.0%00.0%MedicalAADIAadi Bioscience$0$508,489 ▼-100.0%00.0%MedicalBCELAtreca$0$287,430 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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