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Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

The latest 13F from OrbiMed Advisors LLC covers Q2 2026 (filed Aug 14, 2026): 121 long positions worth $5.28B. The top 10 holdings make up 43.0% of the portfolio, and the largest is Edgewise Therapeutics, Inc. (EWTX) at 11.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
34
Est. +$464.5M
Added
33
Est. +$431.6M
Reduced
26
Est. −$492.1M
Sold out
20
Est. −$417.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. EWTXEdgewise Therapeutics, Inc.
    11.9%$630.5MHistory
  2. ELVNEnliven Therapeutics, Inc.
    6.5%$343.9MHistory
  3. LLYEli Lilly & Co
    5.9%$309.3MHistory
  4. MBXMBX Biosciences, Inc.
    3.6%$189.3MHistory
  5. SVASinovac Biotech Ltd
    3.5%$184.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. UNHUnitedHealth Group Inc
    +$67.0MNewHistory
  2. HUMHumana Inc
    +$65.2MNewHistory
  3. ODTXOdyssey Therapeutics, Inc.
    +$56.2MNewHistory
  4. ARQTArcutis Biotherapeutics, Inc.
    +$53.5MNewHistory
  5. COGTCogent Biosciences, Inc.
    +$52.6MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. UNHUnitedHealth Group Inc
    +1.27 pp0.0% → 1.3%History
  2. HUMHumana Inc
    +1.23 pp0.0% → 1.2%History
  3. ODTXOdyssey Therapeutics, Inc.
    +1.06 pp0.0% → 1.1%History
  4. ARQTArcutis Biotherapeutics, Inc.
    +1.01 pp0.0% → 1.0%History
  5. COGTCogent Biosciences, Inc.
    +0.95 pp0.3% → 1.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MYGNMyriad Genetics Inc
    −$122.9MSold outHistory
  2. ELVNEnliven Therapeutics, Inc.
    −$60.0MReducedHistory
  3. PFEPfizer Inc
    −$54.7MSold outHistory
  4. IRONDisc Medicine, Inc.
    −$51.9MReducedHistory
  5. DHRDanaher Corp
    −$50.4MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MYGNMyriad Genetics Inc
    −2.79 pp2.8% → 0.0%History
  2. BSXBoston Scientific Corp
    −2.20 pp3.4% → 1.2%History
  3. PFEPfizer Inc
    −1.24 pp1.2% → 0.0%History
  4. DHRDanaher Corp
    −1.15 pp1.1% → 0.0%History
  5. SIONSionna Therapeutics, Inc.
    −1.09 pp3.2% → 2.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.28B
+$878.4M (+20.0%) vs. prior quarter
Positions
121
+14 vs. prior quarter
Top 10 concentration
43.0%
Top 10 as share of value
Turnover
18.5%
Q2 2026, one quarter
Average holding period
10.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $10.6B (Q1 2021)

Q1 2021: $10.6BQ2 2021: $9.79BQ3 2021: $9.01BQ4 2021: $7.71BQ1 2022: $6.16BQ2 2022: $5.15BQ3 2022: $5.03BQ4 2022: $5.22BQ1 2023: $5.05BQ2 2023: $5.14BQ3 2023: $4.32BQ4 2023: $4.99BQ1 2024: $5.11BQ2 2024: $4.69BQ3 2024: $5.46BQ4 2024: $4.82BQ1 2025: $4.16BQ2 2025: $3.98BQ3 2025: $4.17BQ4 2025: $4.89BQ1 2026: $4.40BQ2 2026: $5.28B
Q1 2021Q2 2026
13F filings of OrbiMed Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026121$5.28BEWTXELVNLLYvs. Q1 2026SEC
Q1 2026May 15, 2026107$4.40BEWTXELVNLLYvs. Q4 2025SEC
Q4 2025Feb 17, 2026105$4.89BEWTXLLYBSXvs. Q3 2025SEC
Q3 2025Nov 14, 202599$4.17BEWTXBSXLLYvs. Q2 2025SEC
Q2 2025Aug 14, 202597$3.98BSVABSXLLYvs. Q1 2025SEC
Q1 2025May 15, 2025106$4.16BSVAEWTXBSXvs. Q4 2024SEC
Q4 2024Feb 14, 2025111$4.82BEWTXSVABSXvs. Q3 2024SEC
Q3 2024Nov 14, 2024109$5.46BEWTXSVALLYvs. Q2 2024SEC
Q2 2024Aug 14, 2024108$4.69BLLYEWTXBSXvs. Q1 2024SEC
Q1 2024May 15, 2024112$5.11BLLYEWTXBSXvs. Q4 2023SEC
Q4 2023Feb 14, 2024109$4.99BSVABIIBLLYvs. Q3 2023SEC
Q3 2023Nov 14, 2023120$4.32BBSXHUMISRGvs. Q2 2023SEC
Q2 2023Aug 14, 2023119$5.14BISRGELVNBSXvs. Q1 2023SEC
Q1 2023May 15, 2023116$5.05BSVAELVNBSXvs. Q4 2022SEC
Q4 2022Feb 14, 2023114$5.22BSVAUNHBMYvs. Q3 2022SEC
Q3 2022Nov 14, 2022128$5.03BBMYHUMSWTXvs. Q2 2022SEC
Q2 2022Aug 15, 2022138$5.15BBMYHUMHZNPvs. Q1 2022SEC
Q1 2022May 16, 2022141$6.16BSWTXHZNPBSXvs. Q4 2021SEC
Q4 2021Feb 14, 2022158$7.71BSWTXBMYHZNPvs. Q3 2021SEC
Q3 2021Nov 15, 2021167$9.01BSWTXPRLDHZNPvs. Q2 2021SEC
Q2 2021Aug 16, 2021155$9.79BSWTXBMYEWTXvs. Q1 2021SEC
Q1 2021May 17, 2021153$10.6BSWTXEWTXPRLD–SEC

13D and 13G filings

Companies where OrbiMed Advisors LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

24 companies, largest stake first.

Companies where OrbiMed Advisors LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
PRLDPrelude Therapeutics Inc13D/A16.00%12.9M shares–Jan 14, 20213 filingsApr 23, 2026SEC
EWTXEdgewise Therapeutics, Inc.13D/A14.50%15.3M shares–Apr 8, 20215 filingsMay 12, 2025SEC
QTTBQ32 Bio Inc.13D/A13.90%4.13M shares−3.50 ppfrom 17.40%Mar 28, 20245 filingsJul 20, 2026SEC
BRVEBraveheart Bio, Inc.13D/A13.50%12.2M shares−3.70 ppfrom 17.20%Aug 18, 20262 filingsSep 10, 2026SEC
IMAImageneBio, Inc.13D/A13.10%1.50M shares+6.18 ppfrom 6.92%Apr 15, 20217 filingsApr 29, 2026SEC
TRAWTraws Pharma, Inc.13D/A11.90%1.88M shares−8.00 ppfrom 19.90%Sep 23, 20244 filingsMay 5, 2026SEC
ETRAElectra Therapeutics, Inc.13D11.00%6.89M sharesNewSep 25, 20261 filingSep 25, 2026SEC
CRVSCorvus Pharmaceuticals, Inc.13D/A10.30%8.61M shares−1.90 ppfrom 12.20%Feb 17, 20218 filingsJan 27, 2026SEC
STTKShattuck Labs, Inc.13D/A9.99%9.02M shares0.00 ppfrom 9.99%Sep 2, 20252 filingsJun 15, 2026SEC
XLOXilio Therapeutics, Inc.13G9.99%642.0K sharesNewMay 15, 20261 filingMay 15, 2026SEC
YARWYarrow Bioscience, Inc.13D9.97%266.3K sharesNewAug 5, 20261 filingAug 5, 2026SEC
ELVNEnliven Therapeutics, Inc.13D/A9.50%6.77M shares−1.43 ppfrom 10.93%Feb 28, 20236 filingsJun 24, 2026SEC
CMPXCompass Therapeutics, Inc.13D/A8.90%15.2M shares−2.10 ppfrom 11.00%Jul 14, 20216 filingsAug 15, 2025SEC
BLSMBlossomHill Therapeutics, Inc.13D8.90%2.71M sharesNewAug 18, 20261 filingAug 18, 2026SEC
ACETAdicet Bio, Inc.13D/A8.80%844.8K shares−0.80 ppfrom 9.60%Feb 19, 20217 filingsApr 10, 2026SEC
AVBPArriVent BioPharma, Inc.13D/A7.50%3.03M shares–Feb 5, 20242 filingsAug 13, 2025SEC
NSPRInspireMD, Inc.13G7.40%3.13M shares+3.30 ppfrom 4.10%Feb 14, 20245 filingsFeb 17, 2026SEC
WHWKWhitehawk Therapeutics, Inc.13G/A7.30%3.93M shares−1.60 ppfrom 8.90%Sep 3, 20213 filingsAug 14, 2026SEC
SCTXScribe Therapeutics, Inc.13D7.20%1.35M sharesNewJul 29, 20261 filingJul 29, 2026SEC
SIONSionna Therapeutics, Inc.13D/A6.60%2.97M shares−1.80 ppfrom 8.40%Feb 13, 20252 filingsApr 20, 2026SEC
MBXMBX Biosciences, Inc.13D/A6.40%3.07M shares−1.30 ppfrom 7.70%Sep 23, 20244 filingsAug 10, 2026SEC
FBRXForte Biosciences, Inc.13G/A6.20%1.26M shares+1.90 ppfrom 4.30%Feb 12, 20215 filingsAug 14, 2026SEC
CRBPCorbus Pharmaceuticals Holdings, Inc.13G/A5.90%718.2K shares–Nov 14, 20242 filingsFeb 14, 2025SEC
IMUXImmunic, Inc.13G5.30%756.9K sharesNewAug 14, 20261 filingAug 14, 2026SEC

Latest filings

331 filings on file made by OrbiMed Advisors LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by OrbiMed Advisors LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
ETRAElectra Therapeutics, Inc.Sep 25, 20265:11 PM ET13D11.00%6.89M sharesNewSep 21, 2026SEC
BRVEBraveheart Bio, Inc.Sep 10, 20265:07 PM ET13D/A13.50%12.2M shares−3.70 ppfrom 17.20%Sep 8, 2026SEC
BRVEBraveheart Bio, Inc.Aug 18, 20264:59 PM ET13D17.20%12.2M sharesNewAug 7, 2026SEC
BLSMBlossomHill Therapeutics, Inc.Aug 18, 20264:53 PM ET13D8.90%2.71M sharesNewAug 10, 2026SEC
WHWKWhitehawk Therapeutics, Inc.Aug 14, 20265:57 PM ET13G/A7.30%3.93M shares−1.60 ppfrom 8.90%Jun 30, 2026SEC
VTGNVistagen Therapeutics, Inc.Aug 14, 20265:49 PM ET13G/A0.00%0 shares−4.20 ppfrom 4.20%Below 5%Jun 30, 2026SEC
SPRBSpruce Biosciences, Inc.Aug 14, 20265:45 PM ET13G4.80%132.2K sharesNewBelow 5%Jun 30, 2026SEC
NPCENeuroPace IncAug 14, 20265:40 PM ET13G/A4.40%1.51M shares−1.80 ppfrom 6.20%Below 5%Jun 30, 2026SEC
LXEOLexeo Therapeutics, Inc.Aug 14, 20265:36 PM ET13G4.10%3.20M sharesNewBelow 5%Jun 30, 2026SEC
IMUXImmunic, Inc.Aug 14, 20265:31 PM ET13G5.30%756.9K sharesNewJun 30, 2026SEC
FBRXForte Biosciences, Inc.Aug 14, 20265:26 PM ET13G/A6.20%1.26M shares+1.90 ppfrom 4.30%Jun 30, 2026SEC
MBXMBX Biosciences, Inc.Aug 10, 20264:44 PM ET13D/A6.40%3.07M shares−1.30 ppfrom 7.70%Aug 6, 2026SEC
YARWYarrow Bioscience, Inc.Aug 5, 20269:08 PM ET13D9.97%266.3K sharesNewJul 27, 2026SEC
SCTXScribe Therapeutics, Inc.Jul 29, 20266:42 PM ET13D7.20%1.35M sharesNewJul 27, 2026SEC
QTTBQ32 Bio Inc.Jul 20, 20269:32 PM ET13D/A13.90%4.13M shares−3.50 ppfrom 17.40%Jul 16, 2026SEC
ELVNEnliven Therapeutics, Inc.Jun 24, 20267:15 PM ET13D/A9.50%6.77M shares−1.43 ppfrom 10.93%Jun 22, 2026SEC
ELVNEnliven Therapeutics, Inc.Jun 17, 20267:41 PM ET13D/A10.93%7.63M shares−2.47 ppfrom 13.40%Jun 15, 2026SEC
STTKShattuck Labs, Inc.Jun 15, 20266:10 PM ET13D/A9.99%9.02M shares0.00 ppfrom 9.99%Jun 11, 2026SEC
QTTBQ32 Bio Inc.Jun 1, 20269:10 PM ET13D/A17.40%4.13M shares+4.10 ppfrom 13.30%May 28, 2026SEC
XLOXilio Therapeutics, Inc.May 15, 20264:38 PM ET13G9.99%642.0K sharesNewMar 31, 2026SEC