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BAKER BROS. ADVISORS LPNo.389 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$199.55亿
环比变动 Q1 2026
+$25.40亿+14.6%
持仓股票数
84
新买入
8
加仓
16
减仓
7
清仓
8
持股不变
53
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
因赛特INCY
17.48%16.62%$34.87亿3,076.2万股$28.94亿3,074.4万股+1.8万股+0.06%加仓
BBEONE MEDICINESONC
12.57%15%$25.08亿880.2万股$26.13亿879.9万股+2,514股+0.03%加仓
RREVOLUTION MEDICINES COMRVMD
10.74%5.34%$21.43亿1,144.3万股$9.29亿955.5万股+188.8万股+19.76%加仓
MADRIGAL PHARMACEUTICALSMDGL
5.77%6.44%$11.51亿214.3万股$11.21亿214.2万股+1,430股+0.07%加仓
AACADIA PHARMACEUTICALS INC COMACAD
5.44%5.48%$10.86亿4,291.3万股$9.55亿4,289.7万股+1.6万股+0.04%加仓
KYMERA THERAPEUTICSKYMR
4.97%4.14%$9.93亿865.7万股$7.21亿865.7万股00.00%持仓不变
InsmedINSM
4.7%6.97%$9.38亿879.6万股$12.14亿742.1万股+137.5万股+18.53%加仓
CELCUITYCELC
4.15%5.19%$8.28亿791.6万股$9.04亿791.6万股00.00%持仓不变
KKODIAK SCIENCESKOD
3.89%4.36%$7.76亿1,991.9万股$7.59亿1,991.9万股00.00%持仓不变
RHYTHM PHARMACEUTICALSRYTM
3.12%2.8%$6.22亿560.4万股$4.87亿560.4万股00.00%持仓不变
PRAXIS PRECISION MEDICINES IPRAX
2.94%3.24%$5.87亿175.3万股$5.65亿175.3万股00.00%持仓不变
ALKERMESALKS
2.63%2.03%$5.25亿1,001.2万股$3.54亿1,001.2万股00.00%持仓不变
SSUMMIT THERAPEUTICS COMSMMT
2.39%3.96%$4.78亿3,278.6万股$6.90亿3,639.1万股-360.5万股-9.91%减仓
GRAILGRAL
1.38%1.2%$2.75亿402.9万股$2.08亿402.9万股00.00%持仓不变
AABCELLERA BIOLOGICS INC COMABCL
1.3%0.61%$2.59亿3,301.2万股$1.06亿3,027.6万股+273.6万股+9.04%加仓
IIMMUNOVANTIMVT
1.05%0.78%$2.09亿543.5万股$1.36亿545.8万股-2.3万股-0.42%减仓
IDEAYA BIOSCIENCESIDYA
0.94%0.76%$1.87亿501.0万股$1.31亿394.7万股+106.4万股+26.95%加仓
KKINIKSA PHARMACEUTICALS INTLKNSA
0.91%0.78%$1.81亿283.5万股$1.36亿282.6万股+8,397股+0.30%加仓
ROIVANT SCIENCESROIV
0.84%0.77%$1.67亿471.7万股$1.35亿486.8万股-15.1万股-3.10%减仓
ARROWHEAD PHARMACEUTICALS INARWR
0.81%0.72%$1.62亿199.3万股$1.25亿199.3万股00.00%持仓不变
Ionis制药IONS
0.81%0.88%$1.62亿204.8万股$1.54亿204.8万股00.00%持仓不变
EDGEWISE THERAPEUTICSEWTX
0.75%1.19%$1.50亿370.2万股$2.07亿657.6万股-287.4万股-43.71%减仓
RREPLIMUNEREPL
0.61%0.49%$1.22亿1,104.5万股$8,449.7万1,104.5万股00.00%持仓不变
NURIX THERAPEUTICSNRIX
0.57%0.41%$1.13亿465.9万股$7,220.8万465.9万股00.00%持仓不变
STOKE THERAPEUTICSSTOK
0.55%0.62%$1.09亿333.7万股$1.09亿333.7万股00.00%持仓不变
MMONTE ROSA THERAPEUTICSGLUE
0.53%0.41%$1.05亿434.6万股$7,148.7万434.6万股00.00%持仓不变
IMMATICS N.VIMTX
0.48%0.62%$9,632.2万950.9万股$1.07亿1,091.7万股-140.8万股-12.90%减仓
DENALI THERAPEUTICSDNLI
0.48%0.41%$9,604.7万373.4万股$7,164.9万373.2万股+2,641股+0.07%加仓
CCRINETICS PHARMACEUTICALS INCRNX
0.44%0.49%$8,799.2万235.1万股$8,540.5万235.1万股00.00%持仓不变
DDIANTHUS THERAPEUTICSDNTH
0.42%0.41%$8,306.9万85.2万股$7,151.4万85.2万股00.00%持仓不变
STRUCTURE THERAPEUTICSGPCR
0.39%0.4%$7,688.4万143.3万股$6,904.8万143.3万股00.00%持仓不变
CCelcuityCELC
0.35%0.43%$6,915.9万3,075.0万股$7,486.9万3,075.0万股00.00%持仓不变
RRAPPORT THERAPEUTICSRAPP
0.32%0.28%$6,446.7万154.7万股$4,840.8万154.7万股00.00%持仓不变
ALUMISALMS
0.28%0.25%$5,663.2万201.3万股$4,433.5万201.3万股00.00%持仓不变
PPRELUDE THERAPEUTICS INC COMPRLD
0.27%0.2%$5,396.0万1,012.4万股$3,462.3万1,012.4万股00.00%持仓不变
RELAY THERAPEUTICSRLAY
0.27%0.07%$5,288.9万282.7万股$1,154.3万116.0万股+166.7万股+143.66%加仓
MMIRUM PHARMACEUTICALSMIRM
0.26%0.24%$5,221.0万44.6万股$4,119.9万44.6万股00.00%持仓不变
BICYCLE THERAPEUTICS PLC SPON ADS EACH REP 1 ORD SHSBCYC
0.23%0.29%$4,615.4万1,088.5万股$5,050.8万1,088.5万股00.00%持仓不变
EENLIVEN THERAPEUTICSELVN
0.23%0.2%$4,593.8万90.5万股$3,548.3万90.5万股00.00%持仓不变
CCELLDEX THERAPEUTICS NEWCLDX
0.22%0.12%$4,400.5万118.3万股$2,110.6万66.5万股+51.7万股+77.74%加仓
VVIRIDIAN THERAPEUTICSVRDN
0.22%0.22%$4,377.6万238.3万股$3,856.6万197.2万股+41.1万股+20.86%加仓
DESIGN THERAPEUTICS INC COMDSGN
0.19%0.16%$3,875.7万267.8万股$2,751.5万258.6万股+9.2万股+3.58%加仓
ENTRADA THERAPEUTICS INC COMTRDA
0.19%0.37%$3,733.5万507.3万股$6,401.8万507.3万股00.00%持仓不变
FFAETH THERAPEUTICS INCFTH
0.16%$3,216.0万128.6万股$00股+128.6万股新买入
AAKTIS ONCOLOGYAKTS
0.16%0.1%$3,211.2万99.6万股$1,782.5万99.6万股00.00%持仓不变
NNEUROGENE INC COMNGNE
0.16%0.11%$3,118.9万99.2万股$1,999.2万99.2万股00.00%持仓不变
JADE BIOSCIENCESJBIO
0.14%0.13%$2,734.0万123.0万股$2,305.8万164.1万股-41.1万股-25.03%减仓
TAYSHA GENE THERAPIESTSHA
0.14%0.1%$2,727.2万400.5万股$1,790.1万400.5万股00.00%持仓不变
ARCUS BIOSCIENCESRCUS
0.13%0.05%$2,604.6万84.5万股$897.7万41.6万股+42.9万股+103.27%加仓
DISC MEDICINEIRON
0.13%0.13%$2,557.4万35.0万股$2,235.7万35.0万股00.00%持仓不变

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