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Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
155
+2 vs. Q1 2021
Portfolio value
$9.79B
−$807.5M (−7.6%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of OrbiMed Advisors LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SWTXSpringWorks Therapeutics, Inc.COM6,044,266$498.1M5.1%−142,041−2.3%ReducedHistory
BMYBristol Myers Squibb CoStock4,515,400$301.7M3.1%00.0%UnchangedHistory
EWTXEdgewise Therapeutics, Inc.COM13,944,680$297.4M3.0%00.0%UnchangedHistory
BSXBoston Scientific CorpStock6,920,600$295.9M3.0%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock3,732,400$290.3M3.0%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM10,039,691$287.4M2.9%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS2,922,155$273.6M2.8%−222,200−7.1%ReducedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$270.0M2.8%00.0%UnchangedHistory
PMVPPMV Pharmaceuticals, Inc.COM7,330,423$250.4M2.6%00.0%UnchangedHistory
0000000000Stock11,895,652$249.9M2.6%00.0%Unchanged–
NTRANatera, Inc.COM2,057,800$233.6M2.4%−138,100−6.3%ReducedHistory
VRTXVertex Pharmaceuticals IncStock1,065,400$214.8M2.2%−70,500−6.2%ReducedHistory
MRTXMirati Therapeutics, Inc.COM1,264,200$204.2M2.1%+43,000+3.5%AddedHistory
TPTXTurning Point Therapeutics, Inc.COM2,361,327$184.2M1.9%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM6,645,100$172.9M1.8%00.0%UnchangedHistory
ARQTArcutis Biotherapeutics, Inc.COM6,073,850$165.8M1.7%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock389,700$156.1M1.6%−13,300−3.3%ReducedHistory
GHGuardant Health, Inc.COM1,227,400$152.4M1.6%+250,000+25.6%AddedHistory
HUMHumana IncStock335,000$148.3M1.5%+21,400+6.8%AddedHistory
ABCLAbCellera Biologics Inc.COM6,223,019$136.9M1.4%−1,977,749−24.1%ReducedHistory
ABBVAbbVie Inc.Stock1,167,500$131.5M1.3%−45,700−3.8%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW139,600$128.4M1.3%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock335,700$128.2M1.3%+49,100+17.1%AddedHistory
DXCMDexcom IncCOM297,400$127.0M1.3%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF935,700$126.7M1.3%+935,700New–
DCPHDeciphera Pharmaceuticals, Inc.COM3,297,301$120.7M1.2%+1,916,401+138.8%AddedHistory
NBIXNeurocrine Biosciences IncStock1,231,115$119.8M1.2%−70,600−5.4%ReducedHistory
XTNTXtant Medical Holdings, Inc.COM NEW72,873,494$118.8M1.2%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock1,126,400$116.7M1.2%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM3,426,325$106.8M1.1%00.0%UnchangedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$102.5M1.0%00.0%Unchanged–
NPCENeuroPace IncCOM4,012,281$95.5M1.0%+4,012,281NewHistory
AFIBAcutus Medical, Inc.COM5,477,958$93.0M1.0%00.0%UnchangedHistory
PASGPassage BIO, Inc.COM6,962,899$92.2M0.9%00.0%UnchangedHistory
KNTEKinnate Biopharma Inc.COM3,847,929$89.6M0.9%00.0%UnchangedHistory
SYKStryker CorpStock337,400$87.6M0.9%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM3,466,386$86.5M0.9%+3,466,386NewHistory
IMGNImmunoGen, Inc.COM12,936,622$85.3M0.9%+3,804,800+41.7%AddedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT519,000$84.0M0.9%−33,500−6.1%ReducedHistory
PGNYProgyny, Inc.COM1,365,445$80.6M0.8%−559,815−29.1%ReducedHistory
AUPHAurinia Pharmaceuticals Inc.COM6,069,032$78.7M0.8%00.0%UnchangedHistory
OSHOak Street Health, Inc.COM1,328,300$77.8M0.8%+361,300+37.4%AddedHistory
ACETAdicet Bio, Inc.COM7,232,856$74.4M0.8%00.0%UnchangedHistory
KROSKeros Therapeutics, Inc.COM1,679,417$71.3M0.7%00.0%UnchangedHistory
ETNB89bio, Inc.COM3,729,442$69.7M0.7%00.0%UnchangedHistory
TBPHTheravance Biopharma, Inc.COM4,564,045$66.3M0.7%−1,655,065−26.6%ReducedHistory
MGTXMeiraGTx Holdings plcCOM4,102,925$63.6M0.6%00.0%UnchangedHistory
Vectivbio Hldg AGH9060V101ORD SHS5,123,304$59.7M0.6%+5,123,304New–
ASNDAscendis Pharma A/SSPONSORED ADR447,859$58.9M0.6%−57,300−11.3%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM2,996,876$56.5M0.6%+243,309+8.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock110,300$55.6M0.6%00.0%UnchangedHistory
OMICSingular Genomics Systems, Inc.COM1,998,521$54.9M0.6%+1,998,521NewHistory
MREOMereo BioPharma Group plcSPON ADS–$54.7M0.6%––History
BNRBurning Rock Biotech LtdSPONSORED ADS1,856,201$54.7M0.6%−41,462−2.2%ReducedHistory
SEMSelect Medical Holdings CorpCOM1,271,100$53.7M0.5%+1,271,100NewHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$49.0M0.5%00.0%UnchangedHistory
TELATELA Bio, Inc.COM3,027,542$48.8M0.5%00.0%UnchangedHistory
APLTApplied Therapeutics, Inc.COM2,257,387$46.9M0.5%00.0%UnchangedHistory
TERNTerns Pharmaceuticals, Inc.COM3,791,204$46.5M0.5%00.0%UnchangedHistory
VTGNVistagen Therapeutics, Inc.COM NEW14,467,872$45.6M0.5%+5,863,872+68.2%AddedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$42.5M0.4%00.0%UnchangedHistory
NVAXNovavax IncCOM NEW200,295$42.5M0.4%+44,462+28.5%AddedHistory
TCDATricida, Inc.COM9,614,280$41.5M0.4%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM2,337,574$41.4M0.4%00.0%UnchangedHistory
IMAImageneBio, Inc.COM2,933,941$41.2M0.4%00.0%UnchangedHistory
SIBNSI-BONE, Inc.COM1,305,300$41.1M0.4%00.0%UnchangedHistory
MRSNMersana Therapeutics, Inc.COM2,800,247$38.0M0.4%+907,747+48.0%AddedHistory
IRONDisc Medicine, Inc.COM5,826,224$37.7M0.4%00.0%UnchangedHistory
LogicBio Therapeutics, Inc.54142F102COM8,466,783$37.6M0.4%00.0%Unchanged–
VRNAVerona Pharma plcSPONSORED ADS5,694,841$37.2M0.4%00.0%UnchangedHistory
HARPHarpoon Therapeutics, Inc.COM2,611,308$36.2M0.4%+325,604+14.2%AddedHistory
NSTGNS Wind Down Co., Inc.COM556,000$36.0M0.4%−66,900−10.7%ReducedHistory
LENZLENZ Therapeutics, Inc.COM1,106,307$34.0M0.3%+1,106,307NewHistory
Trillium Therapeutics Inc.89620X506COM NEW3,322,300$32.2M0.3%+157,100+5.0%Added–
GHRSGH Research PLCORDINARY SHARES1,428,666$31.0M0.3%+1,428,666NewHistory
CGEMCullinan Therapeutics, Inc.COM1,146,145$29.5M0.3%00.0%UnchangedHistory
SCPHscPharmaceuticals Inc.COM4,797,148$29.3M0.3%00.0%UnchangedHistory
KALAKALA BIO, Inc.COM5,465,030$29.0M0.3%00.0%UnchangedHistory
SRRASierra Oncology, Inc.COM NEW1,477,320$28.8M0.3%00.0%UnchangedHistory
LABStandard Biotools Inc.COM4,661,871$28.7M0.3%+62,300+1.4%AddedHistory
ARCTArcturus Therapeutics Holdings Inc.COM848,503$28.7M0.3%−358,383−29.7%ReducedHistory
CRISCuris IncCOM NEW3,521,400$28.4M0.3%−845,094−19.4%ReducedHistory
SYRESpyre Therapeutics, Inc.COM4,015,524$27.9M0.3%00.0%UnchangedHistory
ALXNAlexion Pharmaceuticals, Inc.COM150,900$27.7M0.3%+48,800+47.8%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM3,070,955$27.6M0.3%00.0%UnchangedHistory
APTOAptose Biosciences Inc.COM NEW8,030,000$26.7M0.3%00.0%UnchangedHistory
FUSNFusion Pharmaceuticals Inc.COM3,224,770$26.1M0.3%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM1,334,217$24.8M0.3%−1,163,700−46.6%ReducedHistory
BIIBBiogen Inc.COM67,400$23.3M0.2%−14,600−17.8%ReducedHistory
FLXNFlexion Therapeutics IncCOM2,769,383$22.8M0.2%+461,300+20.0%AddedHistory
CALCCalciMedica, Inc.COM SHS4,163,347$22.6M0.2%00.0%UnchangedHistory
OLMAOlema Pharmaceuticals, Inc.COM807,792$22.6M0.2%+151,666+23.1%AddedHistory
NXTCNextCure, Inc.COM2,711,013$21.8M0.2%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM8,053,298$21.5M0.2%00.0%UnchangedHistory
ELVNEnliven Therapeutics, Inc.COM2,719,902$21.5M0.2%00.0%UnchangedHistory
PCVXVaxcyte, Inc.COM945,400$21.3M0.2%+296,626+45.7%AddedHistory
DMRADamora Therapeutics, Inc.COM4,090,937$20.7M0.2%00.0%UnchangedHistory
DNTHDianthus Therapeutics, Inc.COM2,033,759$19.9M0.2%+1,084,711+114.3%AddedHistory
GILDGilead Sciences, Inc.Stock287,600$19.8M0.2%00.0%UnchangedHistory
KDNYChinook Therapeutics, Inc.COM1,333,801$18.8M0.2%+83,800+6.7%AddedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of OrbiMed Advisors LLC in Q2 2021
SecurityClassPutsCalls
Curevac N VN2451R105COM$10.3M$2.20M
BSXBoston Scientific CorpStock–$10.7M
WM Technology, Inc.92971A117*W EXP 06/16/202–$954.0K

Sold out since Q1 2021 (20)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
HAEHaemonetics CorpCOM852,000$94.6M0.9%History
ADVMAdverum Biotechnologies, Inc.COM5,501,144$54.2M0.5%History
MOHMolina Healthcare, Inc.COM162,400$38.0M0.4%History
Pandion Therapeutics Inc698340106COM528,229$31.7M0.3%–
ALHCAlignment Healthcare, Inc.COM800,000$17.5M0.2%History
TVTXTravere Therapeutics, Inc.COM528,100$13.2M0.1%History
Olink Hldg AB680710100SPONSORED ADS300,000$10.8M0.1%–
LRMRLarimar Therapeutics, Inc.COM617,245$9.02M0.1%History
HCATHealth Catalyst, Inc.COM179,598$8.40M0.1%History
NUVBNuvation Bio Inc.COM CL A800,000$8.36M0.1%History
SGFYSignify Health, Inc.CL A COM225,000$6.58M0.1%History
NTLAIntellia Therapeutics, Inc.COM72,500$5.82M0.1%History
TCRRTCR2 Therapeutics Inc.COM249,279$5.50M0.1%History
FBRXForte Biosciences, Inc.COM159,664$5.47M0.1%History
INNVInnovAge Holding Corp.COM200,000$5.16M<0.1%History
CMPSCOMPASS Pathways plcSPONSORED ADS127,816$4.71M<0.1%History
SANASana Biotechnology, Inc.COM60,000$2.01M<0.1%History
RNACCartesian Therapeutics, Inc.COM339,169$1.53M<0.1%History
Silver Spike Acquisition CorG8136L114*W EXP 08/02/202150,200$1.06M<0.1%–
Arya Sciences Acquisition CoG3166W106COM CL A49,375$680.0K<0.1%–