"Tracking Baker Brothers Portfolio – Q1 2019 Update"
"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 :To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book ."