"Tracking Baker Brothers Portfolio – Q4 2019 Update"
"Baker Brothers’ 13F portfolio value increased from $14.70B to $18.81B this quarter.Kodiak Sciences stake was increased while decreasing Amarin Corp during the quarter.The top-three positions are Seattle Genetics, Incyte Corporation, and BeiGene 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 02/14/2020.This quarter, Baker Brothers’ 13F portfolio value increased ~28% from $14.70B to $18.81B. The top three holdings are at ~55% while the top five holdings are at 70% 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 Q4 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 ."