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.
- Positions
- 155
- +2 vs. Q1 2021
- Portfolio value
- $9.79B
- −$807.5M (−7.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 1,856,201 | $54.7M | 0.6% | −41,462−2.2% | Reduced | History |
| MREOMereo BioPharma Group plc | SPON ADS | – | $54.7M | 0.6% | – | – | History |
| OMICSingular Genomics Systems, Inc. | COM | 1,998,521 | $54.9M | 0.6% | +1,998,521 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 110,300 | $55.6M | 0.6% | 00.0% | Unchanged | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,996,876 | $56.5M | 0.6% | +243,309+8.8% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 447,859 | $58.9M | 0.6% | −57,300−11.3% | Reduced | History |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,123,304 | $59.7M | 0.6% | +5,123,304 | New | – |
| MGTXMeiraGTx Holdings plc | COM | 4,102,925 | $63.6M | 0.6% | 00.0% | Unchanged | History |
| TBPHTheravance Biopharma, Inc. | COM | 4,564,045 | $66.3M | 0.7% | −1,655,065−26.6% | Reduced | History |
| ETNB89bio, Inc. | COM | 3,729,442 | $69.7M | 0.7% | 00.0% | Unchanged | History |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $71.3M | 0.7% | 00.0% | Unchanged | History |
| ACETAdicet Bio, Inc. | COM | 7,232,856 | $74.4M | 0.8% | 00.0% | Unchanged | History |
| OSHOak Street Health, Inc. | COM | 1,328,300 | $77.8M | 0.8% | +361,300+37.4% | Added | History |
| AUPHAurinia Pharmaceuticals Inc. | COM | 6,069,032 | $78.7M | 0.8% | 00.0% | Unchanged | History |
| PGNYProgyny, Inc. | COM | 1,365,445 | $80.6M | 0.8% | −559,815−29.1% | Reduced | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 519,000 | $84.0M | 0.9% | −33,500−6.1% | Reduced | History |
| IMGNImmunoGen, Inc. | COM | 12,936,622 | $85.3M | 0.9% | +3,804,800+41.7% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 3,466,386 | $86.5M | 0.9% | +3,466,386 | New | History |
| SYKStryker Corp | Stock | 337,400 | $87.6M | 0.9% | 00.0% | Unchanged | History |
| KNTEKinnate Biopharma Inc. | COM | 3,847,929 | $89.6M | 0.9% | 00.0% | Unchanged | History |
| PASGPassage BIO, Inc. | COM | 6,962,899 | $92.2M | 0.9% | 00.0% | Unchanged | History |
| AFIBAcutus Medical, Inc. | COM | 5,477,958 | $93.0M | 1.0% | 00.0% | Unchanged | History |
| NPCENeuroPace Inc | COM | 4,012,281 | $95.5M | 1.0% | +4,012,281 | New | History |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $102.5M | 1.0% | 00.0% | Unchanged | – |
| RPTXRepare Therapeutics Inc. | COM | 3,426,325 | $106.8M | 1.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 1,126,400 | $116.7M | 1.2% | 00.0% | Unchanged | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,873,494 | $118.8M | 1.2% | 00.0% | Unchanged | History |
| NBIXNeurocrine Biosciences Inc | Stock | 1,231,115 | $119.8M | 1.2% | −70,600−5.4% | Reduced | History |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 3,297,301 | $120.7M | 1.2% | +1,916,401+138.8% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 935,700 | $126.7M | 1.3% | +935,700 | New | – |
| DXCMDexcom Inc | COM | 297,400 | $127.0M | 1.3% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 335,700 | $128.2M | 1.3% | +49,100+17.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 139,600 | $128.4M | 1.3% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 1,167,500 | $131.5M | 1.3% | −45,700−3.8% | Reduced | History |
| ABCLAbCellera Biologics Inc. | COM | 6,223,019 | $136.9M | 1.4% | −1,977,749−24.1% | Reduced | History |
| HUMHumana Inc | Stock | 335,000 | $148.3M | 1.5% | +21,400+6.8% | Added | History |
| GHGuardant Health, Inc. | COM | 1,227,400 | $152.4M | 1.6% | +250,000+25.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 389,700 | $156.1M | 1.6% | −13,300−3.3% | Reduced | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 6,073,850 | $165.8M | 1.7% | 00.0% | Unchanged | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 6,645,100 | $172.9M | 1.8% | 00.0% | Unchanged | History |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,361,327 | $184.2M | 1.9% | 00.0% | Unchanged | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,264,200 | $204.2M | 2.1% | +43,000+3.5% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,065,400 | $214.8M | 2.2% | −70,500−6.2% | Reduced | History |
| NTRANatera, Inc. | COM | 2,057,800 | $233.6M | 2.4% | −138,100−6.3% | Reduced | History |
| 0000000000 | Stock | 11,895,652 | $249.9M | 2.6% | 00.0% | Unchanged | – |
| PMVPPMV Pharmaceuticals, Inc. | COM | 7,330,423 | $250.4M | 2.6% | 00.0% | Unchanged | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $270.0M | 2.8% | 00.0% | Unchanged | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,922,155 | $273.6M | 2.8% | −222,200−7.1% | Reduced | History |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $287.4M | 2.9% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 3,732,400 | $290.3M | 3.0% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 6,920,600 | $295.9M | 3.0% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 13,944,680 | $297.4M | 3.0% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 4,515,400 | $301.7M | 3.1% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 6,044,266 | $498.1M | 5.1% | −142,041−2.3% | Reduced | History |
| SVASinovac Biotech Ltd | SHS | 2,839,500 | – | – | 00.0% | Unchanged | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Curevac N VN2451R105 | COM | $10.3M | $2.20M |
| BSXBoston Scientific Corp | Stock | – | $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.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| HAEHaemonetics Corp | COM | 852,000 | $94.6M | 0.9% | History |
| ADVMAdverum Biotechnologies, Inc. | COM | 5,501,144 | $54.2M | 0.5% | History |
| MOHMolina Healthcare, Inc. | COM | 162,400 | $38.0M | 0.4% | History |
| Pandion Therapeutics Inc698340106 | COM | 528,229 | $31.7M | 0.3% | – |
| ALHCAlignment Healthcare, Inc. | COM | 800,000 | $17.5M | 0.2% | History |
| TVTXTravere Therapeutics, Inc. | COM | 528,100 | $13.2M | 0.1% | History |
| Olink Hldg AB680710100 | SPONSORED ADS | 300,000 | $10.8M | 0.1% | – |
| LRMRLarimar Therapeutics, Inc. | COM | 617,245 | $9.02M | 0.1% | History |
| HCATHealth Catalyst, Inc. | COM | 179,598 | $8.40M | 0.1% | History |
| NUVBNuvation Bio Inc. | COM CL A | 800,000 | $8.36M | 0.1% | History |
| SGFYSignify Health, Inc. | CL A COM | 225,000 | $6.58M | 0.1% | History |
| NTLAIntellia Therapeutics, Inc. | COM | 72,500 | $5.82M | 0.1% | History |
| TCRRTCR2 Therapeutics Inc. | COM | 249,279 | $5.50M | 0.1% | History |
| FBRXForte Biosciences, Inc. | COM | 159,664 | $5.47M | 0.1% | History |
| INNVInnovAge Holding Corp. | COM | 200,000 | $5.16M | <0.1% | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 127,816 | $4.71M | <0.1% | History |
| SANASana Biotechnology, Inc. | COM | 60,000 | $2.01M | <0.1% | History |
| RNACCartesian Therapeutics, Inc. | COM | 339,169 | $1.53M | <0.1% | History |
| Silver Spike Acquisition CorG8136L114 | *W EXP 08/02/202 | 150,200 | $1.06M | <0.1% | – |
| Arya Sciences Acquisition CoG3166W106 | COM CL A | 49,375 | $680.0K | <0.1% | – |