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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.

Institution overview
Positions
141
−17 vs. Q4 2021
Portfolio value
$6.16B
−$1.55B (−20.1%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of OrbiMed Advisors LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SWTXSpringWorks Therapeutics, Inc.COM6,028,307$340.2M5.5%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS2,196,555$231.1M3.8%−303,500−12.1%ReducedHistory
BSXBoston Scientific CorpStock4,599,500$203.7M3.3%−952,800−17.2%ReducedHistory
PFEPfizer IncStock3,905,500$202.2M3.3%+1,290,100+49.3%AddedHistory
THRXTheseus Pharmaceuticals, Inc.COM17,041,668$196.5M3.2%+203,000+1.2%AddedHistory
BMYBristol Myers Squibb CoStock2,607,700$190.4M3.1%−1,732,100−39.9%ReducedHistory
HUMHumana IncStock381,700$166.1M2.7%+63,400+19.9%AddedHistory
ISRGIntuitive Surgical IncCOM NEW534,200$161.2M2.6%+160,400+42.9%AddedHistory
UNHUnitedHealth Group IncStock294,200$150.0M2.4%+23,200+8.6%AddedHistory
ACETAdicet Bio, Inc.COM7,447,141$148.7M2.4%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock915,600$148.4M2.4%−153,200−14.3%ReducedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,855,423$142.7M2.3%−475,000−6.5%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM13,944,680$135.3M2.2%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM1,630,500$134.1M2.2%+204,100+14.3%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM1,647,030$127.0M2.1%+786,150+91.3%AddedHistory
EWEdwards Lifesciences CorpStock1,051,300$123.8M2.0%−24,900−2.3%ReducedHistory
SYKStryker CorpStock457,100$122.2M2.0%−8,200−1.8%ReducedHistory
ARQTArcutis Biotherapeutics, Inc.COM6,073,850$117.0M1.9%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM6,633,006$110.4M1.8%+295,306+4.7%AddedHistory
VRTXVertex Pharmaceuticals IncStock400,200$104.4M1.7%−257,900−39.2%ReducedHistory
SGENSeagen Inc.COM667,700$96.2M1.6%+12,100+1.8%AddedHistory
KROSKeros Therapeutics, Inc.COM1,679,417$91.3M1.5%00.0%UnchangedHistory
GHGuardant Health, Inc.COM1,325,400$87.8M1.4%+98,000+8.0%AddedHistory
BHVNBiohaven Ltd.COM719,034$85.3M1.4%+719,034NewHistory
TCDATricida, Inc.COM10,280,947$84.5M1.4%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock875,515$82.1M1.3%−56,400−6.1%ReducedHistory
0000000000Stock11,895,652$77.1M1.3%00.0%Unchanged–
DXCMDexcom IncCOM149,900$76.7M1.2%−3,000−2.0%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock120,600$71.2M1.2%+25,900+27.3%AddedHistory
SIBNSI-BONE, Inc.COM3,139,247$70.9M1.2%+833,947+36.2%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,196,876$70.2M1.1%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM10,039,691$69.3M1.1%00.0%UnchangedHistory
NTRANatera, Inc.COM1,595,385$64.9M1.1%+181,400+12.8%AddedHistory
SRRASierra Oncology, Inc.COM NEW1,964,770$63.0M1.0%+487,450+33.0%AddedHistory
GBTGlobal Blood Therapeutics, Inc.COM1,576,600$54.6M0.9%+1,576,600NewHistory
TPTXTurning Point Therapeutics, Inc.COM2,018,950$54.2M0.9%−87,500−4.2%ReducedHistory
THCTenet Healthcare CorpCOM NEW628,300$54.0M0.9%+329,300+110.1%AddedHistory
ARGXArgenx SESPONSORED ADR169,800$53.5M0.9%+169,800NewHistory
XTNTXtant Medical Holdings, Inc.COM NEW72,943,918$49.6M0.8%+70,424+0.1%AddedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$47.3M0.8%00.0%UnchangedHistory
MGTXMeiraGTx Holdings plcCOM3,296,666$45.7M0.7%−430,800−11.6%ReducedHistory
KNTEKinnate Biopharma Inc.COM4,043,629$45.5M0.7%+195,700+5.1%AddedHistory
EVHEvolent Health, Inc.CL A1,400,000$45.2M0.7%+462,000+49.3%AddedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$40.8M0.7%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM2,836,386$40.7M0.7%00.0%UnchangedHistory
NSTGNS Wind Down Co., Inc.COM1,157,387$40.2M0.7%+350,287+43.4%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM2,158,300$37.5M0.6%+177,000+8.9%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM4,081,592$36.6M0.6%00.0%UnchangedHistory
PCVXVaxcyte, Inc.COM1,513,659$36.6M0.6%+416,959+38.0%AddedHistory
TELATELA Bio, Inc.COM3,027,542$35.2M0.6%00.0%UnchangedHistory
NPCENeuroPace IncCOM4,012,281$32.9M0.5%00.0%UnchangedHistory
TBPHTheravance Biopharma, Inc.COM3,254,713$31.1M0.5%−2,719,822−45.5%ReducedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$30.7M0.5%00.0%UnchangedHistory
CMPXCompass Therapeutics, Inc.COM21,642,975$29.7M0.5%00.0%UnchangedHistory
VRNAVerona Pharma plcSPONSORED ADS5,694,841$28.4M0.5%00.0%UnchangedHistory
SCPHscPharmaceuticals Inc.COM4,797,148$27.2M0.4%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM1,579,900$27.2M0.4%+594,000+60.2%AddedHistory
GHRSGH Research PLCORDINARY SHARES1,428,732$26.1M0.4%00.0%UnchangedHistory
Vectivbio Hldg AGH9060V101ORD SHS5,330,704$25.1M0.4%+106,900+2.0%Added–
FUSNFusion Pharmaceuticals Inc.COM3,224,770$25.1M0.4%00.0%UnchangedHistory
BIIBBiogen Inc.COM117,900$24.8M0.4%−112,300−48.8%ReducedHistory
KDNYChinook Therapeutics, Inc.COM1,418,300$23.2M0.4%00.0%UnchangedHistory
IVVDInvivyd, Inc.COM5,056,000$23.1M0.4%+72,500+1.5%AddedHistory
PASGPassage BIO, Inc.COM7,331,999$22.7M0.4%+369,100+5.3%AddedHistory
XENEXenon Pharmaceuticals Inc.COM686,000$21.0M0.3%+55,000+8.7%AddedHistory
JNCEJounce Therapeutics, Inc.COM2,859,900$19.4M0.3%00.0%UnchangedHistory
MREOMereo BioPharma Group plcSPON ADS10,154,810$19.3M0.3%––History
MRSNMersana Therapeutics, Inc.COM4,788,900$19.1M0.3%+1,900,053+65.8%AddedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$18.4M0.3%00.0%Unchanged–
IMAImageneBio, Inc.COM2,933,941$17.9M0.3%00.0%UnchangedHistory
VTYXVentyx Biosciences, Inc.COM1,289,280$17.5M0.3%00.0%UnchangedHistory
RXSTRxSight, Inc.COM1,383,500$17.1M0.3%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock287,600$17.1M0.3%00.0%UnchangedHistory
QUREuniQure N.V.SHS919,249$16.6M0.3%+333,675+57.0%AddedHistory
MISTMilestone Pharmaceuticals Inc.COM2,583,821$16.6M0.3%00.0%UnchangedHistory
RAREUltragenyx Pharmaceutical Inc.COM227,600$16.5M0.3%+227,600NewHistory
VTGNVistagen Therapeutics, Inc.COM NEW12,909,283$16.0M0.3%00.0%UnchangedHistory
ILMNIllumina, Inc.COM45,100$15.8M0.3%00.0%UnchangedHistory
HARPHarpoon Therapeutics, Inc.COM3,039,508$15.1M0.2%+136,000+4.7%AddedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$15.0M0.2%00.0%UnchangedHistory
OMICSingular Genomics Systems, Inc.COM2,300,792$14.5M0.2%+196,433+9.3%AddedHistory
SYBXSynlogic, Inc.COM6,029,995$14.5M0.2%00.0%UnchangedHistory
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$14.4M0.2%–New–
ERASErasca, Inc.COM1,667,693$14.3M0.2%00.0%UnchangedHistory
CLDXCelldex Therapeutics, Inc.COM NEW406,100$13.8M0.2%00.0%UnchangedHistory
AMGNAmgen IncStock57,100$13.8M0.2%00.0%UnchangedHistory
ETNB89bio, Inc.COM3,658,869$13.8M0.2%−70,573−1.9%ReducedHistory
BNRBurning Rock Biotech LtdSPONSORED ADS1,452,402$13.5M0.2%00.0%UnchangedHistory
NXTCNextCure, Inc.COM2,711,013$13.2M0.2%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR208,225$12.9M0.2%−509,032−71.0%ReducedHistory
Danaher Corp2358514095% CONV PFD B–$12.7M0.2%–––
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$12.4M0.2%00.0%UnchangedHistory
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$12.0M0.2%–New–
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$11.4M0.2%00.0%UnchangedHistory
SGFYSignify Health, Inc.CL A COM620,700$11.3M0.2%+620,700NewHistory
TERNTerns Pharmaceuticals, Inc.COM3,791,204$11.3M0.2%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM2,087,568$11.1M0.2%−250,006−10.7%ReducedHistory
LUNGPulmonx CorpCOM435,000$10.8M0.2%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM621,700$10.5M0.2%+414,100+199.5%AddedHistory
Bellus Health Inc New07987C204COM NEW1,454,800$10.1M0.2%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.

Option positions of OrbiMed Advisors LLC in Q1 2022
SecurityClassPutsCalls
NTRANatera, Inc.COM–$6.10M
GBTGlobal Blood Therapeutics, Inc.COM–$1.73M

Sold out since Q4 2021 (28)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
MRKMerck & Co., Inc.Stock1,779,300$136.4M1.8%History
HCAHCA Healthcare, Inc.COM389,500$100.1M1.3%History
ZBHZimmer Biomet Holdings, Inc.Stock564,300$71.7M0.9%History
OSHOak Street Health, Inc.COM1,290,300$42.8M0.6%History
SEMSelect Medical Holdings CorpCOM1,233,600$36.3M0.5%History
CTKBCytek Biosciences, Inc.COM1,923,139$31.4M0.4%History
IMGNImmunoGen, Inc.COM3,868,786$28.7M0.4%History
APLTApplied Therapeutics, Inc.COM2,313,681$20.7M0.3%History
CRISCuris IncCOM NEW3,634,800$17.3M0.2%History
LABStandard Biotools Inc.COM3,819,348$15.0M0.2%History
RXDXPrometheus Biosciences, Inc.COM250,000$9.88M0.1%History
CVRXCVRx, Inc.COM723,055$8.84M0.1%History
GOSSGossamer Bio, Inc.COM683,000$7.72M0.1%History
NAUTNautilus Biotechnology, Inc.COM1,452,774$7.53M0.1%History
NTLAIntellia Therapeutics, Inc.COM53,200$6.29M0.1%History
SYRSSyros Pharmaceuticals, Inc.COM1,837,500$5.99M0.1%History
NRIXNurix Therapeutics, Inc.COM184,468$5.34M0.1%History
OBIOOrchestra BioMed Holdings, Inc.ORD SHS500,000$5.04M0.1%History
IPSCCentury Therapeutics, Inc.COM307,047$4.87M0.1%History
IFRXInflaRx N.V.COM875,297$4.17M0.1%History
INZYInozyme Pharma, Inc.COM526,600$3.59M<0.1%History
WHWKWhitehawk Therapeutics, Inc.COM127,600$3.08M<0.1%History
SURFSurface Oncology, Inc.COM467,945$2.24M<0.1%History
DRUGBright Minds Biosciences Inc.COM660,600$2.13M<0.1%History
ADAGAdagene Inc.ADS263,176$2.12M<0.1%History
GYREGyre Therapeutics, Inc.COM NEW1,729,402$1.58M<0.1%History
AUGXAugmedix, Inc.COM88,363$278.0K<0.1%History
SVASinovac Biotech LtdSHS2,839,500––History