Biotech / healthcare specialist
Baker Bros. · 生物科技 specialist 的集中医疗組合
Baker Bros. Advisors 是最重要的 biotech/healthcare specialist 之一，Julian 與 Felix Baker 體系长期深耕生物科技、药物管線、临床數據和監管路徑。最值得看的是少數大額医疗持倉、临床/監管事件、商業化進度和公司公告對組合的影响。
| 股票 | 股數 | 市值 | 权重 |
|---|---|---|---|
INCY
|
30,744,412 | $2.9B | 16.6% |
ONC
|
8,799,053 | $2.6B | 15.0% |
INSM
|
7,421,111 | $1.2B | 7.0% |
MDGL
|
2,141,701 | $1.1B | 6.4% |
ACAD
|
42,896,690 | $954.9M | 5.5% |
RVMD
|
9,555,357 | $929.3M | 5.3% |
CELC
|
7,915,792 | $903.5M | 5.2% |
KOD
|
19,919,186 | $759.3M | 4.4% |
KYMR
|
8,657,242 | $721.1M | 4.1% |
SMMT
|
36,391,063 | $690.0M | 4.0% |
PRAX
|
1,753,198 | $564.9M | 3.2% |
RYTM
|
5,604,483 | $487.4M | 2.8% |
ALKS
|
10,012,267 | $354.0M | 2.0% |
GRAL
|
4,028,614 | $208.2M | 1.2% |
IONS
|
2,047,727 | $153.8M | 0.9% |
ROIV
|
4,867,723 | $134.8M | 0.8% |
ARWR
|
1,992,783 | $124.9M | 0.7% |
STOK
|
3,336,697 | $108.6M | 0.6% |
ABCL
|
30,275,938 | $105.7M | 0.6% |
ABVX
|
875,796 | $97.5M | 0.6% |
| 股票 | 動作 | 13F 時間 | 當前股數 | 上期股數 | 股數變化 | 13F市值變化 |
|---|---|---|---|---|---|---|
|
PRAX
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,753,198 | 1,126,488 | 55.6% | +$232.8M |
|
RVMD
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 9,555,357 | 9,455,357 | 1.1% | +$176.1M |
|
INCY
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 30,744,412 | 30,743,991 | 0.0% | -$142.9M |
|
INSM
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 7,421,111 | 6,592,746 | 12.6% | +$66.1M |
IMCR
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 734,397 | 2,322,656 | -68.4% | -$58.5M |
MIRM
|
新增 | 2026-03-31 披露 2026-05-15 | 445,975 | 0 | - | +$41.2M |
DNTH
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 852,164 | 789,759 | 7.9% | +$39.0M |
TERN
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 950,000 | -100.0% | -$38.4M |
|
GRAL
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 4,028,614 | 2,085,333 | 93.2% | +$29.7M |
BNTX
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 119,743 | 368,923 | -67.5% | -$24.5M |
BCRX
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 2,822,727 | -100.0% | -$22.0M |
|
ARWR
|
小幅減持 | 2026-03-31 披露 2026-05-15 | 1,992,783 | 2,175,645 | -8.4% | -$19.5M |
AKTS
|
新增 | 2026-03-31 披露 2026-05-15 | 996,351 | 0 | - | +$17.8M |
|
ROIV
|
小幅減持 | 2026-03-31 披露 2026-05-15 | 4,867,723 | 5,555,017 | -12.4% | +$14.3M |
|
IONS
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 2,047,727 | 1,791,841 | 14.3% | +$12.0M |
|
ABCL
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 30,275,938 | 27,525,640 | 10.0% | +$11.5M |
|
INCY
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 30,743,991 | 30,743,663 | 0.0% | +$429.2M |
|
KYMR
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 8,657,242 | 6,651,429 | 30.2% | +$297.1M |
|
PRAX
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,126,488 | 689,488 | 63.4% | +$295.5M |
|
KOD
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 19,919,186 | 17,310,490 | 15.1% | +$273.6M |
|
INSM
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 6,592,746 | 6,703,484 | -1.7% | +$182.0M |
|
IONS
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,791,841 | 566,798 | 216.1% | +$104.7M |
|
ARWR
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,175,645 | 1,670,762 | 30.2% | +$86.8M |
|
GRAL
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,085,333 | 1,630,125 | 27.9% | +$82.1M |
|
ROIV
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 5,555,017 | 3,767,773 | 47.4% | +$63.5M |
|
SMMT
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 36,391,063 | 33,722,974 | 7.9% | -$60.2M |
NTLA
|
清倉 | 2025-12-31 披露 2026-02-17 | 0 | 2,746,674 | -100.0% | -$47.4M |
|
TERN
|
新增 | 2025-12-31 披露 2026-02-17 | 950,000 | 0 | - | +$38.4M |
|
ALKS
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 10,012,267 | 8,091,351 | 23.7% | +$37.4M |
PCVX
|
清倉 | 2025-12-31 披露 2026-02-17 | 0 | 640,885 | -100.0% | -$23.1M |
|
BCRX
|
新增 | 2025-12-31 披露 2026-02-17 | 2,822,727 | 0 | - | +$22.0M |
CDTX
|
清倉 | 2025-12-31 披露 2026-02-17 | 0 | 227,272 | -100.0% | -$21.8M |
ARGX
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 25,174 | 37,760 | -33.3% | -$6.7M |
|
STOK
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 3,336,697 | 4,633,838 | -28.0% | -$3.0M |
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