Baker Bros. Advisors LP 13F 持仓 · 2026年Q2
Baker Bros. Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 199.55 亿美元。前几大持仓：INCY（17.48%）、ONC（12.57%）、RVMD（10.74%）。本季前 25 大持仓中：增持 9 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | INCY | Incyte Corporation | $3.49B | 17.48% | 30.8M | 增持 |
| 2 | ONC | BeOne Medicines Ltd. | $2.51B | 12.57% | 8.8M | 增持 |
| 3 | RVMD | Revolution Medicines, Inc. | $2.14B | 10.74% | 11.4M | 增持 |
| 4 | MDGL | Madrigal Pharmaceuticals, Inc. | $1.15B | 5.77% | 2.1M | 增持 |
| 5 | ACAD | ACADIA Pharmaceuticals Inc. | $1.09B | 5.44% | 42.9M | 增持 |
| 6 | KYMR | Kymera Therapeutics, Inc. | $992.7M | 4.97% | 8.7M | 持平 |
| 7 | INSM | Insmed Incorporated | $937.8M | 4.70% | 8.8M | 增持 |
| 8 | CELC | Celcuity Inc. | $828.2M | 4.15% | 7.9M | 持平 |
| 9 | KOD | Kodiak Sciences Inc. | $776.1M | 3.89% | 19.9M | 持平 |
| 10 | RYTM | Rhythm Pharmaceuticals, Inc. | $622.3M | 3.12% | 5.6M | 持平 |
| 11 | PRAX | Praxis Precision Medicines, Inc. | $587.0M | 2.94% | 1.8M | 持平 |
| 12 | ALKS | Alkermes plc | $524.6M | 2.63% | 10.0M | 持平 |
| 13 | SMMT | Summit Therapeutics Inc. | $477.7M | 2.39% | 32.8M | 减持 |
| 14 | GRAL | GRAIL, Inc. | $275.0M | 1.38% | 4.0M | 持平 |
| 15 | ABCL | AbCellera Biologics Inc. | $259.1M | 1.30% | 33.0M | 增持 |
| 16 | IMVT | Immunovant, Inc. | $209.4M | 1.05% | 5.4M | 减持 |
| 17 | IDYA | IDEAYA Biosciences, Inc. | $186.7M | 0.94% | 5.0M | 增持 |
| 18 | KNSA | Kiniksa Pharmaceuticals International, plc | $181.3M | 0.91% | 2.8M | 增持 |
| 19 | ROIV | Roivant Sciences Ltd. | $166.9M | 0.84% | 4.7M | 减持 |
| 20 | ARWR | Arrowhead Pharmaceuticals, Inc. | $162.4M | 0.81% | 2.0M | 持平 |
| 21 | IONS | Ionis Pharmaceuticals, Inc. | $162.4M | 0.81% | 2.0M | 持平 |
| 22 | EWTX | Edgewise Therapeutics, Inc. | $150.4M | 0.75% | 3.7M | 减持 |
| 23 | REPL | Replimune Group, Inc. | $122.3M | 0.61% | 11.0M | 持平 |
| 24 | NRIX | Nurix Therapeutics, Inc. | $113.0M | 0.57% | 4.7M | 持平 |
| 25 | STOK | Stoke Therapeutics, Inc. | $109.2M | 0.55% | 3.3M | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR