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.
- Positions
- 167
- +12 vs. Q2 2021
- Portfolio value
- $9.01B
- −$774.8M (−7.9%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 723,457 | $38.1M | 0.4% | +492,552+213.3% | Added | History |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $38.1M | 0.4% | 00.0% | Unchanged | History |
| LogicBio Therapeutics, Inc.54142F102 | COM | 8,466,783 | $38.8M | 0.4% | 00.0% | Unchanged | – |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $39.5M | 0.4% | 00.0% | Unchanged | History |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,123,304 | $39.6M | 0.4% | 00.0% | Unchanged | – |
| CTKBCytek Biosciences, Inc. | COM | 1,923,139 | $41.2M | 0.5% | +1,923,139 | New | History |
| TELATELA Bio, Inc. | COM | 3,027,542 | $41.4M | 0.5% | 00.0% | Unchanged | History |
| MREOMereo BioPharma Group plc | SPON ADS | 17,264,764 | $41.8M | 0.5% | – | – | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $43.6M | 0.5% | +1,010,637+32.9% | Added | History |
| TBPHTheravance Biopharma, Inc. | COM | 5,895,159 | $43.6M | 0.5% | +1,331,114+29.2% | Added | History |
| TCDATricida, Inc. | COM | 9,614,280 | $44.6M | 0.5% | 00.0% | Unchanged | History |
| SGENSeagen Inc. | COM | 268,000 | $45.5M | 0.5% | +268,000 | New | History |
| SEMSelect Medical Holdings Corp | COM | 1,271,100 | $46.0M | 0.5% | 00.0% | Unchanged | History |
| ERASErasca, Inc. | COM | 2,167,341 | $46.0M | 0.5% | +2,167,341 | New | History |
| HCAHCA Healthcare, Inc. | COM | 193,800 | $47.0M | 0.5% | +193,800 | New | History |
| SIBNSI-BONE, Inc. | COM | 2,248,000 | $48.2M | 0.5% | +942,700+72.2% | Added | History |
| ORICOric Pharmaceuticals, Inc. | COM | 2,337,574 | $48.9M | 0.5% | 00.0% | Unchanged | History |
| MGTXMeiraGTx Holdings plc | COM | 4,102,925 | $54.1M | 0.6% | 00.0% | Unchanged | History |
| OSHOak Street Health, Inc. | COM | 1,328,300 | $56.5M | 0.6% | 00.0% | Unchanged | History |
| ACETAdicet Bio, Inc. | COM | 7,232,856 | $56.7M | 0.6% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 110,300 | $63.0M | 0.7% | 00.0% | Unchanged | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,996,876 | $63.1M | 0.7% | 00.0% | Unchanged | History |
| NPCENeuroPace Inc | COM | 4,012,281 | $63.6M | 0.7% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 234,200 | $66.3M | 0.7% | +166,800+247.5% | Added | History |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $66.4M | 0.7% | 00.0% | Unchanged | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 612,700 | $68.6M | 0.8% | +93,700+18.1% | Added | History |
| PASGPassage BIO, Inc. | COM | 6,962,899 | $69.3M | 0.8% | 00.0% | Unchanged | History |
| PGNYProgyny, Inc. | COM | 1,270,045 | $71.1M | 0.8% | −95,400−7.0% | Reduced | History |
| ETNB89bio, Inc. | COM | 3,729,442 | $73.1M | 0.8% | 00.0% | Unchanged | History |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 2,183,143 | $74.2M | 0.8% | −1,114,158−33.8% | Reduced | History |
| JANXJanux Therapeutics, Inc. | COM | 3,466,386 | $75.0M | 0.8% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 207,100 | $77.2M | 0.9% | −128,600−38.3% | Reduced | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,873,494 | $80.9M | 0.9% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $83.8M | 0.9% | −2,042,251−32.8% | Reduced | History |
| IMGNImmunoGen, Inc. | COM | 14,897,914 | $84.5M | 0.9% | +1,961,292+15.2% | Added | History |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $87.2M | 1.0% | −103,837−3.0% | Reduced | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $87.2M | 1.0% | 00.0% | Unchanged | History |
| KNTEKinnate Biopharma Inc. | COM | 3,847,929 | $88.6M | 1.0% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 337,400 | $89.0M | 1.0% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 660,800 | $96.7M | 1.1% | +660,800 | New | History |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $109.4M | 1.2% | 00.0% | Unchanged | – |
| NBIXNeurocrine Biosciences Inc | Stock | 1,192,015 | $114.3M | 1.3% | −39,100−3.2% | Reduced | History |
| DXCMDexcom Inc | COM | 228,000 | $124.7M | 1.4% | −69,400−23.3% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 1,126,400 | $127.5M | 1.4% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 335,000 | $130.4M | 1.4% | 00.0% | Unchanged | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 1,065,700 | $134.0M | 1.5% | +130,000+13.9% | Added | – |
| ISRGIntuitive Surgical Inc | COM NEW | 139,600 | $138.8M | 1.5% | 00.0% | Unchanged | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 6,073,850 | $145.1M | 1.6% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 389,700 | $152.3M | 1.7% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 1,420,600 | $153.2M | 1.7% | +253,100+21.7% | Added | History |
| GHGuardant Health, Inc. | COM | 1,227,400 | $153.4M | 1.7% | 00.0% | Unchanged | History |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,361,327 | $156.9M | 1.7% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 877,400 | $159.2M | 1.8% | −188,000−17.6% | Reduced | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 6,645,100 | $163.9M | 1.8% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 1,572,800 | $175.3M | 1.9% | −485,000−23.6% | Reduced | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 7,330,423 | $218.4M | 2.4% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 5,383,500 | $227.4M | 2.5% | +5,383,500 | New | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 13,944,680 | $231.5M | 2.6% | 00.0% | Unchanged | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,373,200 | $242.9M | 2.7% | +109,000+8.6% | Added | History |
| BSXBoston Scientific Corp | Stock | 5,833,600 | $253.1M | 2.8% | −1,087,000−15.7% | Reduced | History |
| 0000000000 | Stock | 11,895,652 | $255.9M | 2.8% | 00.0% | Unchanged | – |
| BMYBristol Myers Squibb Co | Stock | 4,515,400 | $267.2M | 3.0% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 3,732,400 | $280.3M | 3.1% | 00.0% | Unchanged | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,610,355 | $285.9M | 3.2% | −311,800−10.7% | Reduced | History |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $313.7M | 3.5% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 6,028,307 | $382.4M | 4.2% | −15,959−0.3% | Reduced | History |
| SVASinovac Biotech Ltd | SHS | 2,839,500 | – | – | 00.0% | Unchanged | History |
Options (5)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2021 (14)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| AUPHAurinia Pharmaceuticals Inc. | COM | 6,069,032 | $78.7M | 0.8% | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 447,859 | $58.9M | 0.6% | History |
| Trillium Therapeutics Inc.89620X506 | COM NEW | 3,322,300 | $32.2M | 0.3% | – |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 848,503 | $28.7M | 0.3% | History |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 150,900 | $27.7M | 0.3% | History |
| RLAYRelay Therapeutics, Inc. | COM | 350,000 | $12.8M | 0.1% | History |
| ALECAlector, Inc. | COM | 611,478 | $12.7M | 0.1% | History |
| STROSutro Biopharma, Inc. | COM | 433,700 | $8.06M | 0.1% | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 350,000 | $7.95M | 0.1% | History |
| DYNDyne Therapeutics, Inc. | COM | 350,000 | $7.36M | 0.1% | History |
| OTICOtonomy, Inc. | COM | 3,250,000 | $7.25M | 0.1% | History |
| VERVVerve Therapeutics, Inc. | COM | 100,000 | $6.03M | 0.1% | History |
| OGNOrganon & Co. | Stock | 166,939 | $5.05M | 0.1% | History |
| PPBTPurple Biotech Ltd. | SPONSORED ADS | 17,712 | $86.0K | <0.1% | History |