OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 158
- −9 vs. Q3 2021
- Portfolio value
- $7.71B
- −$1.31B (−14.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWTXSpringWorks Therapeutics, Inc. | COM | 6,028,307 | $373.6M | 4.8% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 4,339,800 | $270.6M | 3.5% | −175,600−3.9% | Reduced | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,500,055 | $269.4M | 3.5% | −110,300−4.2% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 5,552,300 | $235.9M | 3.1% | −281,300−4.8% | Reduced | History |
| THRXTheseus Pharmaceuticals, Inc. | COM | 16,838,668 | $213.5M | 2.8% | +16,838,668 | New | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 13,944,680 | $213.1M | 2.8% | 00.0% | Unchanged | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,426,400 | $209.2M | 2.7% | +53,200+3.9% | Added | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 7,330,423 | $169.3M | 2.2% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 2,615,400 | $154.4M | 2.0% | +2,615,400 | New | History |
| 0000000000 | Stock | 11,895,652 | $148.7M | 1.9% | 00.0% | Unchanged | – |
| HUMHumana Inc | Stock | 318,300 | $147.6M | 1.9% | −16,700−5.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 1,068,800 | $144.7M | 1.9% | −351,800−24.8% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 658,100 | $144.5M | 1.9% | −219,300−25.0% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 1,076,200 | $139.4M | 1.8% | −50,200−4.5% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 1,779,300 | $136.4M | 1.8% | −1,953,100−52.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 271,000 | $136.1M | 1.8% | −118,700−30.5% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 373,800 | $134.3M | 1.7% | −45,000−10.7% | ReducedConverted for a 3-for-1 split | History |
| NTRANatera, Inc. | COM | 1,413,985 | $132.1M | 1.7% | −158,815−10.1% | Reduced | History |
| ACETAdicet Bio, Inc. | COM | 7,447,141 | $130.3M | 1.7% | +214,285+3.0% | Added | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 6,073,850 | $126.0M | 1.6% | 00.0% | Unchanged | History |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $125.0M | 1.6% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 465,300 | $124.4M | 1.6% | +127,900+37.9% | Added | History |
| GHGuardant Health, Inc. | COM | 1,227,400 | $122.8M | 1.6% | 00.0% | Unchanged | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 6,337,700 | $121.0M | 1.6% | −307,400−4.6% | Reduced | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 1,009,700 | $113.0M | 1.5% | −56,000−5.3% | Reduced | – |
| SGENSeagen Inc. | COM | 655,600 | $101.4M | 1.3% | +387,600+144.6% | Added | History |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,106,450 | $100.5M | 1.3% | −254,877−10.8% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 389,500 | $100.1M | 1.3% | +195,700+101.0% | Added | History |
| TCDATricida, Inc. | COM | 10,280,947 | $98.3M | 1.3% | +666,667+6.9% | Added | History |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $98.3M | 1.3% | 00.0% | Unchanged | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,196,876 | $90.8M | 1.2% | +200,000+6.7% | Added | History |
| MGTXMeiraGTx Holdings plc | COM | 3,727,466 | $88.5M | 1.1% | −375,459−9.2% | Reduced | History |
| DXCMDexcom Inc | COM | 152,900 | $82.1M | 1.1% | −75,100−32.9% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 931,915 | $79.4M | 1.0% | −260,100−21.8% | Reduced | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 860,880 | $76.1M | 1.0% | +749,980+676.3% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 564,300 | $71.7M | 0.9% | −96,500−14.6% | Reduced | History |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $70.1M | 0.9% | 00.0% | Unchanged | History |
| CMPXCompass Therapeutics, Inc. | COM | 21,642,975 | $68.6M | 0.9% | +21,642,975 | New | History |
| KNTEKinnate Biopharma Inc. | COM | 3,847,929 | $68.2M | 0.9% | 00.0% | Unchanged | History |
| TBPHTheravance Biopharma, Inc. | COM | 5,974,535 | $66.0M | 0.9% | +79,376+1.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 94,700 | $63.2M | 0.8% | −15,600−14.1% | Reduced | History |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $59.8M | 0.8% | 00.0% | Unchanged | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $58.2M | 0.8% | 00.0% | Unchanged | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $56.5M | 0.7% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $56.0M | 0.7% | −630,000−18.2% | Reduced | History |
| BIIBBiogen Inc. | COM | 230,200 | $55.2M | 0.7% | −4,000−1.7% | Reduced | History |
| SIBNSI-BONE, Inc. | COM | 2,305,300 | $51.2M | 0.7% | +57,300+2.5% | Added | History |
| ETNB89bio, Inc. | COM | 3,729,442 | $48.7M | 0.6% | 00.0% | Unchanged | History |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $47.6M | 0.6% | 00.0% | Unchanged | – |
| PASGPassage BIO, Inc. | COM | 6,962,899 | $44.2M | 0.6% | 00.0% | Unchanged | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,981,300 | $43.4M | 0.6% | +1,790,700+939.5% | Added | History |
| OSHOak Street Health, Inc. | COM | 1,290,300 | $42.8M | 0.6% | −38,000−2.9% | Reduced | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,873,494 | $40.8M | 0.5% | 00.0% | Unchanged | History |
| NPCENeuroPace Inc | COM | 4,012,281 | $40.4M | 0.5% | 00.0% | Unchanged | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 717,257 | $39.5M | 0.5% | −6,200−0.9% | Reduced | History |
| TELATELA Bio, Inc. | COM | 3,027,542 | $38.8M | 0.5% | 00.0% | Unchanged | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $38.3M | 0.5% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 2,933,941 | $36.8M | 0.5% | 00.0% | Unchanged | History |
| SEMSelect Medical Holdings Corp | COM | 1,233,600 | $36.3M | 0.5% | −37,500−3.0% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 4,983,500 | $36.2M | 0.5% | −400,000−7.4% | Reduced | History |
| ORICOric Pharmaceuticals, Inc. | COM | 2,337,574 | $34.4M | 0.4% | 00.0% | Unchanged | History |
| NSTGNS Wind Down Co., Inc. | COM | 807,100 | $34.1M | 0.4% | +251,100+45.2% | Added | History |
| GHRSGH Research PLC | ORDINARY SHARES | 1,428,732 | $33.3M | 0.4% | +660.0% | Added | History |
| SRRASierra Oncology, Inc. | COM NEW | 1,477,320 | $32.1M | 0.4% | 00.0% | Unchanged | History |
| CTKBCytek Biosciences, Inc. | COM | 1,923,139 | $31.4M | 0.4% | 00.0% | Unchanged | History |
| IMGNImmunoGen, Inc. | COM | 3,868,786 | $28.7M | 0.4% | −11,029,128−74.0% | Reduced | History |
| MREOMereo BioPharma Group plc | SPON ADS | – | $27.6M | 0.4% | – | – | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $26.8M | 0.3% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 1,096,700 | $26.1M | 0.3% | +62,035+6.0% | Added | History |
| ERASErasca, Inc. | COM | 1,667,693 | $26.0M | 0.3% | −499,648−23.1% | Reduced | History |
| EVHEvolent Health, Inc. | CL A | 938,000 | $26.0M | 0.3% | +593,000+171.9% | Added | History |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,223,804 | $25.6M | 0.3% | +100,500+2.0% | Added | – |
| VTYXVentyx Biosciences, Inc. | COM | 1,289,280 | $25.6M | 0.3% | +1,289,280 | New | History |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 12,909,283 | $25.2M | 0.3% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 299,000 | $24.4M | 0.3% | −12,700−4.1% | Reduced | History |
| OMICSingular Genomics Systems, Inc. | COM | 2,104,359 | $24.3M | 0.3% | +105,838+5.3% | Added | History |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $24.1M | 0.3% | 00.0% | Unchanged | History |
| JNCEJounce Therapeutics, Inc. | COM | 2,859,900 | $23.9M | 0.3% | +204,300+7.7% | Added | History |
| KDNYChinook Therapeutics, Inc. | COM | 1,418,300 | $23.1M | 0.3% | −2,337−0.2% | Reduced | History |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $23.0M | 0.3% | 00.0% | Unchanged | History |
| HARPHarpoon Therapeutics, Inc. | COM | 2,903,508 | $21.9M | 0.3% | +292,200+11.2% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $20.9M | 0.3% | 00.0% | Unchanged | History |
| APLTApplied Therapeutics, Inc. | COM | 2,313,681 | $20.7M | 0.3% | +56,294+2.5% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 631,000 | $19.7M | 0.3% | +154,000+32.3% | Added | History |
| LogicBio Therapeutics, Inc.54142F102 | COM | 8,466,783 | $19.6M | 0.3% | 00.0% | Unchanged | – |
| LENZLENZ Therapeutics, Inc. | COM | 1,565,812 | $19.5M | 0.3% | +115,908+8.0% | Added | History |
| MRSNMersana Therapeutics, Inc. | COM | 2,888,847 | $18.0M | 0.2% | 00.0% | Unchanged | History |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $17.8M | 0.2% | 00.0% | Unchanged | History |
| Danaher Corp235851409 | 5% CONV PFD B | – | $17.4M | 0.2% | – | New | – |
| CRISCuris Inc | COM NEW | 3,634,800 | $17.3M | 0.2% | +113,400+3.2% | Added | History |
| ILMNIllumina, Inc. | COM | 45,100 | $17.2M | 0.2% | +45,100 | New | History |
| IRONDisc Medicine, Inc. | COM | 5,826,224 | $17.0M | 0.2% | 00.0% | Unchanged | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,583,821 | $16.9M | 0.2% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $16.7M | 0.2% | 00.0% | Unchanged | History |
| NXTCNextCure, Inc. | COM | 2,711,013 | $16.3M | 0.2% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 406,100 | $15.7M | 0.2% | −8,200−2.0% | Reduced | History |
| RXSTRxSight, Inc. | COM | 1,383,500 | $15.6M | 0.2% | +133,500+10.7% | Added | History |
| LABStandard Biotools Inc. | COM | 3,819,348 | $15.0M | 0.2% | −780,223−17.0% | Reduced | History |
| SYBXSynlogic, Inc. | COM | 6,029,995 | $14.6M | 0.2% | 00.0% | Unchanged | History |
| ACRSAclaris Therapeutics, Inc. | COM | 985,900 | $14.3M | 0.2% | +334,117+51.3% | Added | History |
Sold out since Q3 2021 (23)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| ELVElevance Health, Inc. | Stock | 207,100 | $77.2M | 0.9% | History |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 2,183,143 | $74.2M | 0.8% | History |
| PGNYProgyny, Inc. | COM | 1,270,045 | $71.1M | 0.8% | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 612,700 | $68.6M | 0.8% | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 807,792 | $22.3M | 0.2% | History |
| CTICCti Biopharma Corp | COM | 7,520,600 | $22.2M | 0.2% | History |
| VRCAVerrica Pharmaceuticals Inc. | COM | 1,479,733 | $18.5M | 0.2% | History |
| HUMAHumacyte, Inc. | COM | 1,500,000 | $17.4M | 0.2% | History |
| FLXNFlexion Therapeutics Inc | COM | 2,769,383 | $16.9M | 0.2% | History |
| DICEDICE Therapeutics, Inc. | COM | 440,000 | $14.4M | 0.2% | History |
| MAPSWM Technology, Inc. | COM | 700,400 | $10.2M | 0.1% | History |
| KZRKezar Life Sciences, Inc. | COM | 1,150,000 | $9.94M | 0.1% | History |
| NVAXNovavax Inc | COM NEW | 45,580 | $9.45M | 0.1% | History |
| KALAKALA BIO, Inc. | COM | 3,438,998 | $9.01M | 0.1% | History |
| CNVYConvey Health Solutions Holdings, Inc. | COM | 1,000,000 | $8.40M | 0.1% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 13,560 | $8.21M | 0.1% | History |
| OWLTOwlet, Inc. | COMMON STOCK | 1,200,000 | $6.71M | 0.1% | History |
| NBTXNanobiotix S.A. | SPONSORED ADS | 500,000 | $5.68M | 0.1% | History |
| APTOAptose Biosciences Inc. | COM NEW | 2,594,348 | $5.66M | 0.1% | History |
| PRCTPROCEPT BioRobotics Corp | COM | 135,000 | $5.15M | 0.1% | History |
| RGENRepligen Corp | COM | 14,724 | $4.25M | <0.1% | History |
| SBBPStrongbridge Biopharma plc | SHS USD | 794,675 | $1.62M | <0.1% | History |
| PHASPhaseBio Pharmaceuticals Inc | COM | 177,113 | $551.0K | <0.1% | History |