"Tracking Baker Brothers Portfolio – Q3 2019 Update"
"Baker Brothers’ 13F portfolio value decreased marginally from $14.71B to $14.70B this quarter.The small InVitae (NVTA) position was more than doubled while decreasing Mirati Therapeutics (MRTX) during the quarter.The top-three positions are Seattle Genetics (SGEN), Incyte Corporation (INCY), and Acadia (ACAD) and they add up to almost ~55% 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 11/14/2019.This quarter, Baker Brothers’ 13F portfolio value decreased marginally from $14.71B to $14.70B. The top three holdings are at ~55% while the top five holdings are at 71% of the 13F assets: Seattle Genetics (SGEN), Incyte Corporation (INCY), Acadia Pharma (ACAD), BeiGene (BGNE), and Alexion Pharmaceuticals (ALXN).The spreadsheet below highlights changes to Baker Brothers’ 13F holdings in Q3 2019. For a look at how the portfolio has progressed, please see our :To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book ."