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OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
167
+12 vs. Q2 2021
Portfolio value
$9.01B
−$774.8M (−7.9%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of OrbiMed Advisors LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
LKFTLakefront Biotherapeutics NVSPON ADR723,457$38.1M0.4%+492,552+213.3%AddedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$38.1M0.4%00.0%UnchangedHistory
LogicBio Therapeutics, Inc.54142F102COM8,466,783$38.8M0.4%00.0%Unchanged–
TERNTerns Pharmaceuticals, Inc.COM3,791,204$39.5M0.4%00.0%UnchangedHistory
Vectivbio Hldg AGH9060V101ORD SHS5,123,304$39.6M0.4%00.0%Unchanged–
CTKBCytek Biosciences, Inc.COM1,923,139$41.2M0.5%+1,923,139NewHistory
TELATELA Bio, Inc.COM3,027,542$41.4M0.5%00.0%UnchangedHistory
MREOMereo BioPharma Group plcSPON ADS17,264,764$41.8M0.5%––History
ALPNAlpine Immune Sciences, Inc.COM4,081,592$43.6M0.5%+1,010,637+32.9%AddedHistory
TBPHTheravance Biopharma, Inc.COM5,895,159$43.6M0.5%+1,331,114+29.2%AddedHistory
TCDATricida, Inc.COM9,614,280$44.6M0.5%00.0%UnchangedHistory
SGENSeagen Inc.COM268,000$45.5M0.5%+268,000NewHistory
SEMSelect Medical Holdings CorpCOM1,271,100$46.0M0.5%00.0%UnchangedHistory
ERASErasca, Inc.COM2,167,341$46.0M0.5%+2,167,341NewHistory
HCAHCA Healthcare, Inc.COM193,800$47.0M0.5%+193,800NewHistory
SIBNSI-BONE, Inc.COM2,248,000$48.2M0.5%+942,700+72.2%AddedHistory
ORICOric Pharmaceuticals, Inc.COM2,337,574$48.9M0.5%00.0%UnchangedHistory
MGTXMeiraGTx Holdings plcCOM4,102,925$54.1M0.6%00.0%UnchangedHistory
OSHOak Street Health, Inc.COM1,328,300$56.5M0.6%00.0%UnchangedHistory
ACETAdicet Bio, Inc.COM7,232,856$56.7M0.6%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock110,300$63.0M0.7%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM2,996,876$63.1M0.7%00.0%UnchangedHistory
NPCENeuroPace IncCOM4,012,281$63.6M0.7%00.0%UnchangedHistory
BIIBBiogen Inc.COM234,200$66.3M0.7%+166,800+247.5%AddedHistory
KROSKeros Therapeutics, Inc.COM1,679,417$66.4M0.7%00.0%UnchangedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT612,700$68.6M0.8%+93,700+18.1%AddedHistory
PASGPassage BIO, Inc.COM6,962,899$69.3M0.8%00.0%UnchangedHistory
PGNYProgyny, Inc.COM1,270,045$71.1M0.8%−95,400−7.0%ReducedHistory
ETNB89bio, Inc.COM3,729,442$73.1M0.8%00.0%UnchangedHistory
DCPHDeciphera Pharmaceuticals, Inc.COM2,183,143$74.2M0.8%−1,114,158−33.8%ReducedHistory
JANXJanux Therapeutics, Inc.COM3,466,386$75.0M0.8%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock207,100$77.2M0.9%−128,600−38.3%ReducedHistory
XTNTXtant Medical Holdings, Inc.COM NEW72,873,494$80.9M0.9%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$83.8M0.9%−2,042,251−32.8%ReducedHistory
IMGNImmunoGen, Inc.COM14,897,914$84.5M0.9%+1,961,292+15.2%AddedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$87.2M1.0%−103,837−3.0%ReducedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$87.2M1.0%00.0%UnchangedHistory
KNTEKinnate Biopharma Inc.COM3,847,929$88.6M1.0%00.0%UnchangedHistory
SYKStryker CorpStock337,400$89.0M1.0%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock660,800$96.7M1.1%+660,800NewHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$109.4M1.2%00.0%Unchanged–
NBIXNeurocrine Biosciences IncStock1,192,015$114.3M1.3%−39,100−3.2%ReducedHistory
DXCMDexcom IncCOM228,000$124.7M1.4%−69,400−23.3%ReducedHistory
EWEdwards Lifesciences CorpStock1,126,400$127.5M1.4%00.0%UnchangedHistory
HUMHumana IncStock335,000$130.4M1.4%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF1,065,700$134.0M1.5%+130,000+13.9%Added–
ISRGIntuitive Surgical IncCOM NEW139,600$138.8M1.5%00.0%UnchangedHistory
ARQTArcutis Biotherapeutics, Inc.COM6,073,850$145.1M1.6%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock389,700$152.3M1.7%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock1,420,600$153.2M1.7%+253,100+21.7%AddedHistory
GHGuardant Health, Inc.COM1,227,400$153.4M1.7%00.0%UnchangedHistory
TPTXTurning Point Therapeutics, Inc.COM2,361,327$156.9M1.7%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock877,400$159.2M1.8%−188,000−17.6%ReducedHistory
IOVAIovance Biotherapeutics, Inc.COM6,645,100$163.9M1.8%00.0%UnchangedHistory
NTRANatera, Inc.COM1,572,800$175.3M1.9%−485,000−23.6%ReducedHistory
PMVPPMV Pharmaceuticals, Inc.COM7,330,423$218.4M2.4%00.0%UnchangedHistory
IVVDInvivyd, Inc.COM5,383,500$227.4M2.5%+5,383,500NewHistory
EWTXEdgewise Therapeutics, Inc.COM13,944,680$231.5M2.6%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM1,373,200$242.9M2.7%+109,000+8.6%AddedHistory
BSXBoston Scientific CorpStock5,833,600$253.1M2.8%−1,087,000−15.7%ReducedHistory
0000000000Stock11,895,652$255.9M2.8%00.0%Unchanged–
BMYBristol Myers Squibb CoStock4,515,400$267.2M3.0%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock3,732,400$280.3M3.1%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS2,610,355$285.9M3.2%−311,800−10.7%ReducedHistory
PRLDPrelude Therapeutics IncCOM10,039,691$313.7M3.5%00.0%UnchangedHistory
SWTXSpringWorks Therapeutics, Inc.COM6,028,307$382.4M4.2%−15,959−0.3%ReducedHistory
SVASinovac Biotech LtdSHS2,839,500––00.0%UnchangedHistory

Options (5)

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 Q3 2021
SecurityClassPutsCalls
EVHEvolent Health, Inc.CL A–$7.75M
KZRKezar Life Sciences, Inc.COM–$980.0K
WM Technology, Inc.92971A117*W EXP 06/16/202–$649.0K
AZNAstraZeneca PLCSPONSORED ADR–$312.0K
Owlet, Inc.69120X115EQUITY WRT–$207.0K

Sold out since Q2 2021 (14)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
AUPHAurinia Pharmaceuticals Inc.COM6,069,032$78.7M0.8%History
ASNDAscendis Pharma A/SSPONSORED ADR447,859$58.9M0.6%History
Trillium Therapeutics Inc.89620X506COM NEW3,322,300$32.2M0.3%–
ARCTArcturus Therapeutics Holdings Inc.COM848,503$28.7M0.3%History
ALXNAlexion Pharmaceuticals, Inc.COM150,900$27.7M0.3%History
RLAYRelay Therapeutics, Inc.COM350,000$12.8M0.1%History
ALECAlector, Inc.COM611,478$12.7M0.1%History
STROSutro Biopharma, Inc.COM433,700$8.06M0.1%History
GLUEMonte Rosa Therapeutics, Inc.COM350,000$7.95M0.1%History
DYNDyne Therapeutics, Inc.COM350,000$7.36M0.1%History
OTICOtonomy, Inc.COM3,250,000$7.25M0.1%History
VERVVerve Therapeutics, Inc.COM100,000$6.03M0.1%History
OGNOrganon & Co.Stock166,939$5.05M0.1%History
PPBTPurple Biotech Ltd.SPONSORED ADS17,712$86.0K<0.1%History