Baker Bros. Advisors, managed by – you guessed it – Julian and Felix Baker. Baker Bros. Advisors focuses on biotechnology companies. Baker Bros. Advisors has arguably been the most successful healthcare-focused hedge fund on the Street in recent years. Founded by brothers Julian Baker and Felix Baker in 2000, the New York-based hedge fund was managing around $250 million in assets back in 2003. However, in the last few years the fund has grown exponentially, scoring some major wins in the meantime, and as of April 25, 2016 managed regulatory assets north of $11.5 billion. According to the fund’s latest 13F filing, at the end of September, over 90% of that capital was invested in publicly traded healthcare companies in the United States.
We analyzed the performance of Baker Bros. Advisors' historical 13F stock picks in our monthly newsletter. If we bought the entire 13F portfolio using the same portfolio weights that Julian Baker and Felix Baker had, we would have generated an average monthly return of 0.93% between 2002 and 2012. S&P 500 Index generated an average monthly return of 0.47% during the same period.
| Fund Name: | Baker Bros. Advisors |
| Manager | Julian Baker And Felix Baker |
| Portfolio Value | $9,648,757,562 |
| Change This QTR | +1.23% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | BGNE | 10,568,897 | $2,372,823,065 | 24.59% | |||
| 2. | INCY | 30,739,020 | $2,031,849,222 | +1% | 21.05% | ||
| 3. | ACAD | 42,877,916 | $659,462,348 | 6.83% | |||
| 4. | Summit Therapeutics Inc. | 24,424,865 | $534,904,544 | +6% | 5.54% | ||
| 5. | Madrigal Pharmaceuticals Inc. | 1,974,590 | $419,047,490 | 4.34% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-06-14 | ||||
| 2024-06-14 | ||||
| 2024-05-28 | ||||
| 2024-05-13 | ||||
| 2024-05-09 |
