- Baker Brothers’ 13F portfolio value increased from $25.03B to $26.54B this quarter.
- The large stake in BeiGene was decreased during the quarter.
- The top three positions are Seattle Genetics, BeiGene, and Incyte Corporation and they add up to almost ~53% of the portfolio.
This article is part of a series that provides an ongoing
analysis of the changes made to Baker Brothers’ 13F portfolio on a quarterly
basis. It is based on Baker Brothers’ regulatory 13F Form filed on 2/16/2021.
This quarter, Baker Brothers’ 13F portfolio value increased
~6% from ~$25.03B to ~$26.54B. The top three holdings are at ~53% while the top
five holdings are at ~69% of the 13F assets: Seattle Genetics (SGEN), BeiGene
(BGNE), Incyte Corporation (INCY), Acadia Pharma (ACAD), and Kodiak Sciences
(KOD).
The spreadsheet below highlights changes to Baker Brothers’
13F holdings in Q4 2020. For a look at how the portfolio has progressed, please
see our previous
update:
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