In Q3 2023, Baker Bros. Advisors held 79 positions worth $17.1B. They initiated 6 new positions and exited 9. Their largest holding was SGEN ($9.5B). Portfolio value grew +1.5% versus the prior quarter.
Frequently asked questions
What stocks did Baker Bros. Advisors own in Q3 2023?
Baker Bros. Advisors held 79 biotech stocks in their 13F portfolio in Q3 2023. Their top positions include SGEN, BEIGF, INCY, ACAD, BMRN. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was Baker Bros. Advisors's portfolio worth in Q3 2023?
Baker Bros. Advisors's tracked biotech portfolio was worth $17.1B across 79 positions, with total assets under management of approximately $17B. Portfolio values are based on 13F filings with the SEC.
What did Baker Bros. Advisors buy in Q3 2023?
Baker Bros. Advisors initiated 6 new positions in Q3 2023, including IMVT, ARVN, TSHA, SGMT, MIRM and 1 more. They also increased 15 existing positions.
What did Baker Bros. Advisors sell in Q3 2023?
Baker Bros. Advisors fully exited 9 positions in Q3 2023, including VERU, BPMC, VSTM, VERA, NKTX and 4 more. They also trimmed 8 existing positions.
Is Baker Bros. Advisors a biotech fund?
Concentrated long-only biotech fund known for taking very large positions in a small number of high-conviction names. The Baker brothers—both trained scientists—focus on deep due diligence of clinical-stage and commercial biotech companies, often holding positions for years through clinical catalysts.
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