OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 141
- −17 vs. Q4 2021
- Portfolio value
- $6.16B
- −$1.55B (−20.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWTXSpringWorks Therapeutics, Inc. | COM | 6,028,307 | $340.2M | 5.5% | 00.0% | Unchanged | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,196,555 | $231.1M | 3.8% | −303,500−12.1% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 4,599,500 | $203.7M | 3.3% | −952,800−17.2% | Reduced | History |
| PFEPfizer Inc | Stock | 3,905,500 | $202.2M | 3.3% | +1,290,100+49.3% | Added | History |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,041,668 | $196.5M | 3.2% | +203,000+1.2% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 2,607,700 | $190.4M | 3.1% | −1,732,100−39.9% | Reduced | History |
| HUMHumana Inc | Stock | 381,700 | $166.1M | 2.7% | +63,400+19.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 534,200 | $161.2M | 2.6% | +160,400+42.9% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 294,200 | $150.0M | 2.4% | +23,200+8.6% | Added | History |
| ACETAdicet Bio, Inc. | COM | 7,447,141 | $148.7M | 2.4% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 915,600 | $148.4M | 2.4% | −153,200−14.3% | Reduced | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,855,423 | $142.7M | 2.3% | −475,000−6.5% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 13,944,680 | $135.3M | 2.2% | 00.0% | Unchanged | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,630,500 | $134.1M | 2.2% | +204,100+14.3% | Added | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,647,030 | $127.0M | 2.1% | +786,150+91.3% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 1,051,300 | $123.8M | 2.0% | −24,900−2.3% | Reduced | History |
| SYKStryker Corp | Stock | 457,100 | $122.2M | 2.0% | −8,200−1.8% | Reduced | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 6,073,850 | $117.0M | 1.9% | 00.0% | Unchanged | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 6,633,006 | $110.4M | 1.8% | +295,306+4.7% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 400,200 | $104.4M | 1.7% | −257,900−39.2% | Reduced | History |
| SGENSeagen Inc. | COM | 667,700 | $96.2M | 1.6% | +12,100+1.8% | Added | History |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $91.3M | 1.5% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 1,325,400 | $87.8M | 1.4% | +98,000+8.0% | Added | History |
| BHVNBiohaven Ltd. | COM | 719,034 | $85.3M | 1.4% | +719,034 | New | History |
| TCDATricida, Inc. | COM | 10,280,947 | $84.5M | 1.4% | 00.0% | Unchanged | History |
| NBIXNeurocrine Biosciences Inc | Stock | 875,515 | $82.1M | 1.3% | −56,400−6.1% | Reduced | History |
| 0000000000 | Stock | 11,895,652 | $77.1M | 1.3% | 00.0% | Unchanged | – |
| DXCMDexcom Inc | COM | 149,900 | $76.7M | 1.2% | −3,000−2.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 120,600 | $71.2M | 1.2% | +25,900+27.3% | Added | History |
| SIBNSI-BONE, Inc. | COM | 3,139,247 | $70.9M | 1.2% | +833,947+36.2% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,196,876 | $70.2M | 1.1% | 00.0% | Unchanged | History |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $69.3M | 1.1% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 1,595,385 | $64.9M | 1.1% | +181,400+12.8% | Added | History |
| SRRASierra Oncology, Inc. | COM NEW | 1,964,770 | $63.0M | 1.0% | +487,450+33.0% | Added | History |
| GBTGlobal Blood Therapeutics, Inc. | COM | 1,576,600 | $54.6M | 0.9% | +1,576,600 | New | History |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,018,950 | $54.2M | 0.9% | −87,500−4.2% | Reduced | History |
| THCTenet Healthcare Corp | COM NEW | 628,300 | $54.0M | 0.9% | +329,300+110.1% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 169,800 | $53.5M | 0.9% | +169,800 | New | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,943,918 | $49.6M | 0.8% | +70,424+0.1% | Added | History |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $47.3M | 0.8% | 00.0% | Unchanged | History |
| MGTXMeiraGTx Holdings plc | COM | 3,296,666 | $45.7M | 0.7% | −430,800−11.6% | Reduced | History |
| KNTEKinnate Biopharma Inc. | COM | 4,043,629 | $45.5M | 0.7% | +195,700+5.1% | Added | History |
| EVHEvolent Health, Inc. | CL A | 1,400,000 | $45.2M | 0.7% | +462,000+49.3% | Added | History |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $40.8M | 0.7% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $40.7M | 0.7% | 00.0% | Unchanged | History |
| NSTGNS Wind Down Co., Inc. | COM | 1,157,387 | $40.2M | 0.7% | +350,287+43.4% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,158,300 | $37.5M | 0.6% | +177,000+8.9% | Added | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $36.6M | 0.6% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 1,513,659 | $36.6M | 0.6% | +416,959+38.0% | Added | History |
| TELATELA Bio, Inc. | COM | 3,027,542 | $35.2M | 0.6% | 00.0% | Unchanged | History |
| NPCENeuroPace Inc | COM | 4,012,281 | $32.9M | 0.5% | 00.0% | Unchanged | History |
| TBPHTheravance Biopharma, Inc. | COM | 3,254,713 | $31.1M | 0.5% | −2,719,822−45.5% | Reduced | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $30.7M | 0.5% | 00.0% | Unchanged | History |
| CMPXCompass Therapeutics, Inc. | COM | 21,642,975 | $29.7M | 0.5% | 00.0% | Unchanged | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $28.4M | 0.5% | 00.0% | Unchanged | History |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $27.2M | 0.4% | 00.0% | Unchanged | History |
| ACRSAclaris Therapeutics, Inc. | COM | 1,579,900 | $27.2M | 0.4% | +594,000+60.2% | Added | History |
| GHRSGH Research PLC | ORDINARY SHARES | 1,428,732 | $26.1M | 0.4% | 00.0% | Unchanged | History |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,330,704 | $25.1M | 0.4% | +106,900+2.0% | Added | – |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,224,770 | $25.1M | 0.4% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 117,900 | $24.8M | 0.4% | −112,300−48.8% | Reduced | History |
| KDNYChinook Therapeutics, Inc. | COM | 1,418,300 | $23.2M | 0.4% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 5,056,000 | $23.1M | 0.4% | +72,500+1.5% | Added | History |
| PASGPassage BIO, Inc. | COM | 7,331,999 | $22.7M | 0.4% | +369,100+5.3% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 686,000 | $21.0M | 0.3% | +55,000+8.7% | Added | History |
| JNCEJounce Therapeutics, Inc. | COM | 2,859,900 | $19.4M | 0.3% | 00.0% | Unchanged | History |
| MREOMereo BioPharma Group plc | SPON ADS | 10,154,810 | $19.3M | 0.3% | – | – | History |
| MRSNMersana Therapeutics, Inc. | COM | 4,788,900 | $19.1M | 0.3% | +1,900,053+65.8% | Added | History |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $18.4M | 0.3% | 00.0% | Unchanged | – |
| IMAImageneBio, Inc. | COM | 2,933,941 | $17.9M | 0.3% | 00.0% | Unchanged | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,289,280 | $17.5M | 0.3% | 00.0% | Unchanged | History |
| RXSTRxSight, Inc. | COM | 1,383,500 | $17.1M | 0.3% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $17.1M | 0.3% | 00.0% | Unchanged | History |
| QUREuniQure N.V. | SHS | 919,249 | $16.6M | 0.3% | +333,675+57.0% | Added | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,583,821 | $16.6M | 0.3% | 00.0% | Unchanged | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 227,600 | $16.5M | 0.3% | +227,600 | New | History |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 12,909,283 | $16.0M | 0.3% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 45,100 | $15.8M | 0.3% | 00.0% | Unchanged | History |
| HARPHarpoon Therapeutics, Inc. | COM | 3,039,508 | $15.1M | 0.2% | +136,000+4.7% | Added | History |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $15.0M | 0.2% | 00.0% | Unchanged | History |
| OMICSingular Genomics Systems, Inc. | COM | 2,300,792 | $14.5M | 0.2% | +196,433+9.3% | Added | History |
| SYBXSynlogic, Inc. | COM | 6,029,995 | $14.5M | 0.2% | 00.0% | Unchanged | History |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $14.4M | 0.2% | – | New | – |
| ERASErasca, Inc. | COM | 1,667,693 | $14.3M | 0.2% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 406,100 | $13.8M | 0.2% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 57,100 | $13.8M | 0.2% | 00.0% | Unchanged | History |
| ETNB89bio, Inc. | COM | 3,658,869 | $13.8M | 0.2% | −70,573−1.9% | Reduced | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 1,452,402 | $13.5M | 0.2% | 00.0% | Unchanged | History |
| NXTCNextCure, Inc. | COM | 2,711,013 | $13.2M | 0.2% | 00.0% | Unchanged | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 208,225 | $12.9M | 0.2% | −509,032−71.0% | Reduced | History |
| Danaher Corp235851409 | 5% CONV PFD B | – | $12.7M | 0.2% | – | – | – |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $12.4M | 0.2% | 00.0% | Unchanged | History |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $12.0M | 0.2% | – | New | – |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $11.4M | 0.2% | 00.0% | Unchanged | History |
| SGFYSignify Health, Inc. | CL A COM | 620,700 | $11.3M | 0.2% | +620,700 | New | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $11.3M | 0.2% | 00.0% | Unchanged | History |
| ORICOric Pharmaceuticals, Inc. | COM | 2,087,568 | $11.1M | 0.2% | −250,006−10.7% | Reduced | History |
| LUNGPulmonx Corp | COM | 435,000 | $10.8M | 0.2% | 00.0% | Unchanged | History |
| ALXOAlx Oncology Holdings Inc | COM | 621,700 | $10.5M | 0.2% | +414,100+199.5% | Added | History |
| Bellus Health Inc New07987C204 | COM NEW | 1,454,800 | $10.1M | 0.2% | 00.0% | Unchanged | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2021 (28)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 1,779,300 | $136.4M | 1.8% | History |
| HCAHCA Healthcare, Inc. | COM | 389,500 | $100.1M | 1.3% | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 564,300 | $71.7M | 0.9% | History |
| OSHOak Street Health, Inc. | COM | 1,290,300 | $42.8M | 0.6% | History |
| SEMSelect Medical Holdings Corp | COM | 1,233,600 | $36.3M | 0.5% | History |
| CTKBCytek Biosciences, Inc. | COM | 1,923,139 | $31.4M | 0.4% | History |
| IMGNImmunoGen, Inc. | COM | 3,868,786 | $28.7M | 0.4% | History |
| APLTApplied Therapeutics, Inc. | COM | 2,313,681 | $20.7M | 0.3% | History |
| CRISCuris Inc | COM NEW | 3,634,800 | $17.3M | 0.2% | History |
| LABStandard Biotools Inc. | COM | 3,819,348 | $15.0M | 0.2% | History |
| RXDXPrometheus Biosciences, Inc. | COM | 250,000 | $9.88M | 0.1% | History |
| CVRXCVRx, Inc. | COM | 723,055 | $8.84M | 0.1% | History |
| GOSSGossamer Bio, Inc. | COM | 683,000 | $7.72M | 0.1% | History |
| NAUTNautilus Biotechnology, Inc. | COM | 1,452,774 | $7.53M | 0.1% | History |
| NTLAIntellia Therapeutics, Inc. | COM | 53,200 | $6.29M | 0.1% | History |
| SYRSSyros Pharmaceuticals, Inc. | COM | 1,837,500 | $5.99M | 0.1% | History |
| NRIXNurix Therapeutics, Inc. | COM | 184,468 | $5.34M | 0.1% | History |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 500,000 | $5.04M | 0.1% | History |
| IPSCCentury Therapeutics, Inc. | COM | 307,047 | $4.87M | 0.1% | History |
| IFRXInflaRx N.V. | COM | 875,297 | $4.17M | 0.1% | History |
| INZYInozyme Pharma, Inc. | COM | 526,600 | $3.59M | <0.1% | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 127,600 | $3.08M | <0.1% | History |
| SURFSurface Oncology, Inc. | COM | 467,945 | $2.24M | <0.1% | History |
| DRUGBright Minds Biosciences Inc. | COM | 660,600 | $2.13M | <0.1% | History |
| ADAGAdagene Inc. | ADS | 263,176 | $2.12M | <0.1% | History |
| GYREGyre Therapeutics, Inc. | COM NEW | 1,729,402 | $1.58M | <0.1% | History |
| AUGXAugmedix, Inc. | COM | 88,363 | $278.0K | <0.1% | History |
| SVASinovac Biotech Ltd | SHS | 2,839,500 | – | – | History |