"Tracking Baker Brothers Portfolio – Q2 2020 Update"
"Baker Brothers’ 13F portfolio value increased from $16.24B to $22.67B this quarter.Stakes in InVitae and MyoKardia were increased substantially while reducing Neurocrine Biosciences and Principia Biopharma.The top three positions are Seattle Genetics, Incyte Corporation, and BeiGene Ltd. and they add up to almost ~61% 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 08/14/2020.This quarter, Baker Brothers’ 13F portfolio value increased ~40% from ~$16.24B to $22.67B. The top three holdings are at ~60% while the top five holdings are at ~73% of the 13F assets: Seattle Genetics (SGEN), Incyte Corporation (INCY), BeiGene (BGNE), Acadia Pharma (ACAD), and Alexion Pharmaceuticals (ALXN).The spreadsheet below highlights changes to Baker Brothers’ 13F holdings in Q2 2020. 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 ."