- Baker Brothers’ 13F portfolio value decreased from $15.62B to $14.71B.
- Neurocrine Biosciences (NBIX) and Heron Therapeutics (HRTX) stakes were increased while reducing Array Biopharma (ARRY) during the quarter.
- The top-three positions are Seattle Genetics (SGEN), Incyte Corporation (INCY), and BeiGene (BGNE) and they add up to almost ~52% 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 08/14/2019.
This quarter, Baker Brothers’ 13F portfolio value decreased
~6% from $15.62B to $14.71B. The top three holdings are at ~52% 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 Q2 2019. For a look at how the portfolio has progressed, please
see our previous
update:
To learn more about how to profit from a strategy of
following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little
Guy .
No comments :
Post a Comment