- Baker Brothers’ 13F portfolio value increased from $12.21B to $15.62B.
- Ascendis Pharma (ASND) and Neurocrine Biosciences (NBIX) stakes were increased while reducing Genomic Health during the quarter.
- The top-three positions are Seattle Genetics (SGEN), Incyte Corporation (INCY), and BeiGene (BGNE) 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 05/14/2019.
This quarter, Baker Brothers’ 13F portfolio value increased
~28% from $12.21B to $15.62B. The top three holdings are at ~53% while the top
five holdings are just over two-thirds of the 13F assets: Seattle Genetics
(SGEN), Incyte Corporation (INCY), BeiGene (BGNE), Alexion Pharmaceuticals
(ALXN), and Acadia Pharma (ACAD).
The spreadsheet below highlights changes to Baker Brothers’
13F holdings in Q1 2019. For a look at how the portfolio has progressed, please
see our previous
update:
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