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Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
138
−3 vs. Q1 2022
Portfolio value
$5.15B
−$1.01B (−16.4%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of OrbiMed Advisors LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BMYBristol Myers Squibb CoStock2,518,700$193.9M3.8%−89,000−3.4%ReducedHistory
HUMHumana IncStock365,700$171.2M3.3%−16,000−4.2%ReducedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS2,108,555$168.2M3.3%−88,000−4.0%ReducedHistory
BSXBoston Scientific CorpStock4,369,500$162.9M3.2%−230,000−5.0%ReducedHistory
TPTXTurning Point Therapeutics, Inc.COM2,012,250$151.4M2.9%−6,700−0.3%ReducedHistory
SWTXSpringWorks Therapeutics, Inc.COM6,028,307$148.4M2.9%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock281,200$144.4M2.8%−13,000−4.4%ReducedHistory
PFEPfizer IncStock2,744,000$143.9M2.8%−1,161,500−29.7%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM1,699,710$140.9M2.7%+52,680+3.2%AddedHistory
ABBVAbbVie Inc.Stock799,800$122.5M2.4%−115,800−12.6%ReducedHistory
SGENSeagen Inc.COM687,500$121.6M2.4%+19,800+3.0%AddedHistory
EWTXEdgewise Therapeutics, Inc.COM14,082,680$112.1M2.2%+138,000+1.0%AddedHistory
VRTXVertex Pharmaceuticals IncStock387,200$109.1M2.1%−13,000−3.2%ReducedHistory
ACETAdicet Bio, Inc.COM7,447,141$108.7M2.1%00.0%UnchangedHistory
SRRASierra Oncology, Inc.COM NEW1,964,770$108.0M2.1%00.0%UnchangedHistory
BHVNBiohaven Ltd.COM719,034$104.8M2.0%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW517,200$103.8M2.0%−17,000−3.2%ReducedHistory
ARQTArcutis Biotherapeutics, Inc.COM4,781,646$101.9M2.0%−1,292,204−21.3%ReducedHistory
TCDATricida, Inc.COM10,280,947$99.5M1.9%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock1,011,300$96.2M1.9%−40,000−3.8%ReducedHistory
THRXTheseus Pharmaceuticals, Inc.COM17,041,668$94.2M1.8%00.0%UnchangedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,563,077$93.5M1.8%−292,346−4.3%ReducedHistory
SYKStryker CorpStock441,100$87.7M1.7%−16,000−3.5%ReducedHistory
NBIXNeurocrine Biosciences IncStock849,545$82.8M1.6%−25,970−3.0%ReducedHistory
ARGXArgenx SESPONSORED ADR194,000$73.5M1.4%+24,200+14.3%AddedHistory
MRTXMirati Therapeutics, Inc.COM1,090,400$73.2M1.4%−540,100−33.1%ReducedHistory
GBTGlobal Blood Therapeutics, Inc.COM2,044,000$65.3M1.3%+467,400+29.6%AddedHistory
TMOThermo Fisher Scientific Inc.Stock113,400$61.6M1.2%−7,200−6.0%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,196,876$59.6M1.2%00.0%UnchangedHistory
NTRANatera, Inc.COM1,661,353$58.9M1.1%+65,968+4.1%AddedHistory
0000000000Stock12,147,877$58.3M1.1%+252,225+2.1%Added–
CMPXCompass Therapeutics, Inc.COM21,960,850$58.2M1.1%+317,875+1.5%AddedHistory
EVHEvolent Health, Inc.CL A1,778,000$54.6M1.1%+378,000+27.0%AddedHistory
PRLDPrelude Therapeutics IncCOM10,039,691$52.4M1.0%00.0%UnchangedHistory
KNTEKinnate Biopharma Inc.COM4,043,629$51.0M1.0%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$46.5M0.9%00.0%UnchangedHistory
KROSKeros Therapeutics, Inc.COM1,679,417$46.4M0.9%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM2,323,300$44.7M0.9%+165,000+7.6%AddedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$44.5M0.9%00.0%UnchangedHistory
SIBNSI-BONE, Inc.COM3,368,000$44.5M0.9%+228,753+7.3%AddedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$43.4M0.8%00.0%Unchanged–
GHGuardant Health, Inc.COM1,033,400$41.7M0.8%−292,000−22.0%ReducedHistory
MRSNMersana Therapeutics, Inc.COM9,011,437$41.6M0.8%+4,222,537+88.2%AddedHistory
XENEXenon Pharmaceuticals Inc.COM1,329,200$40.4M0.8%+643,200+93.8%AddedHistory
XTNTXtant Medical Holdings, Inc.COM NEW72,943,918$37.9M0.7%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$37.1M0.7%00.0%UnchangedHistory
Vectivbio Hldg AGH9060V101ORD SHS6,473,561$35.0M0.7%+1,142,857+21.4%Added–
ALPNAlpine Immune Sciences, Inc.COM4,081,592$34.7M0.7%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM2,836,386$34.6M0.7%00.0%UnchangedHistory
THCTenet Healthcare CorpCOM NEW656,300$34.5M0.7%+28,000+4.5%AddedHistory
KDNYChinook Therapeutics, Inc.COM1,896,300$33.2M0.6%+478,000+33.7%AddedHistory
PCVXVaxcyte, Inc.COM1,513,659$32.9M0.6%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM2,325,500$32.5M0.6%+745,600+47.2%AddedHistory
IOVAIovance Biotherapeutics, Inc.COM2,798,441$30.9M0.6%−3,834,565−57.8%ReducedHistory
VRNAVerona Pharma plcSPONSORED ADS5,694,841$23.9M0.5%00.0%UnchangedHistory
SCPHscPharmaceuticals Inc.COM4,797,148$23.1M0.4%00.0%UnchangedHistory
BIIBBiogen Inc.COM111,600$22.8M0.4%−6,300−5.3%ReducedHistory
TELATELA Bio, Inc.COM3,027,542$21.2M0.4%00.0%UnchangedHistory
PASGPassage BIO, Inc.COM8,931,999$21.1M0.4%+1,600,000+21.8%AddedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$20.8M0.4%00.0%UnchangedHistory
NPCENeuroPace IncCOM4,012,281$19.9M0.4%00.0%UnchangedHistory
RXSTRxSight, Inc.COM1,383,500$19.5M0.4%00.0%UnchangedHistory
MGTXMeiraGTx Holdings plcCOM2,501,618$18.9M0.4%−795,048−24.1%ReducedHistory
TVTXTravere Therapeutics, Inc.COM772,200$18.7M0.4%+772,200NewHistory
PGNYProgyny, Inc.COM625,000$18.2M0.4%+625,000NewHistory
GILDGilead Sciences, Inc.Stock287,600$17.8M0.3%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM2,186,269$17.7M0.3%+1,564,569+251.7%AddedHistory
IONSIonis Pharmaceuticals IncCOM453,400$16.8M0.3%+453,400NewHistory
IVVDInvivyd, Inc.COM5,056,000$16.6M0.3%00.0%UnchangedHistory
QUREuniQure N.V.SHS874,849$16.3M0.3%−44,400−4.8%ReducedHistory
GHRSGH Research PLCORDINARY SHARES1,622,060$16.2M0.3%+193,328+13.5%AddedHistory
RAPTRAPT Therapeutics, Inc.COM866,396$15.8M0.3%+505,096+139.8%AddedHistory
VTYXVentyx Biosciences, Inc.COM1,289,280$15.8M0.3%00.0%UnchangedHistory
AMGNAmgen IncStock57,100$13.9M0.3%00.0%UnchangedHistory
Bellus Health Inc New07987C204COM NEW1,454,800$13.4M0.3%00.0%Unchanged–
REGNRegeneron Pharmaceuticals, Inc.COM22,200$13.1M0.3%+22,200NewHistory
ISEEIVERIC bio, Inc.COM1,361,400$13.1M0.3%+1,361,400NewHistory
IMAImageneBio, Inc.COM2,933,941$13.0M0.3%00.0%UnchangedHistory
NXTCNextCure, Inc.COM2,711,013$12.7M0.2%00.0%UnchangedHistory
SGFYSignify Health, Inc.CL A COM900,000$12.4M0.2%+279,300+45.0%AddedHistory
TBPHTheravance Biopharma, Inc.COM1,370,250$12.4M0.2%−1,884,463−57.9%ReducedHistory
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$12.2M0.2%–––
VTGNVistagen Therapeutics, Inc.COM NEW13,421,283$11.8M0.2%+512,000+4.0%AddedHistory
ETNB89bio, Inc.COM3,658,869$11.8M0.2%00.0%UnchangedHistory
KZRKezar Life Sciences, Inc.COM1,419,900$11.7M0.2%+1,419,900NewHistory
MISTMilestone Pharmaceuticals Inc.COM1,817,521$11.2M0.2%−766,300−29.7%ReducedHistory
MREOMereo BioPharma Group plcSPON ADS2,601,468$10.9M0.2%−7,553,342−74.4%ReducedHistory
Danaher Corp2358514095% CONV PFD B–$10.6M0.2%–––
IRONDisc Medicine, Inc.COM5,826,224$9.85M0.2%00.0%UnchangedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$9.54M0.2%00.0%UnchangedHistory
TERNTerns Pharmaceuticals, Inc.COM3,791,204$9.40M0.2%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM2,087,568$9.35M0.2%00.0%UnchangedHistory
ERASErasca, Inc.COM1,667,693$9.29M0.2%00.0%UnchangedHistory
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$9.00M0.2%–––
JNCEJounce Therapeutics, Inc.COM2,928,900$8.88M0.2%+69,000+2.4%AddedHistory
CGEMCullinan Therapeutics, Inc.COM670,787$8.60M0.2%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF111,800$8.30M0.2%00.0%Unchanged–
FUSNFusion Pharmaceuticals Inc.COM3,224,770$8.03M0.2%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM478,579$7.48M0.1%−31,370−6.2%ReducedHistory
DMRADamora Therapeutics, Inc.COM4,090,937$7.08M0.1%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 Q2 2022
SecurityClassPutsCalls
SGENSeagen Inc.COM–$8.85M
NTRANatera, Inc.COM–$5.32M
NVAXNovavax IncCOM NEW–$3.86M
ABCLAbCellera Biologics Inc.COM–$2.66M
GHGuardant Health, Inc.COM–$2.02M

Sold out since Q1 2022 (14)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
DXCMDexcom IncCOM149,900$76.7M1.2%History
NSTGNS Wind Down Co., Inc.COM1,157,387$40.2M0.7%History
RAREUltragenyx Pharmaceutical Inc.COM227,600$16.5M0.3%History
ILMNIllumina, Inc.COM45,100$15.8M0.3%History
LKFTLakefront Biotherapeutics NVSPON ADR208,225$12.9M0.2%History
ALBOAlbireo Pharma, Inc.COM194,000$5.79M0.1%History
NBPNovaBridge BiosciencesSPONSORED ADS111,120$1.80M<0.1%History
Exscientia PLC30223G102ADS125,000$1.80M<0.1%–
Aslan Pharmaceuticals Ltd04522R101ADS1,941,219$1.75M<0.1%–
CABACabaletta Bio, Inc.COM577,509$1.17M<0.1%History
Field Trip Health Ord31656R102COM576,930$762.0K<0.1%–
PYXSPyxis Oncology, Inc.COMMON STOCK143,640$580.0K<0.1%History
LABPLandos Biopharma, Inc.COM283,217$418.0K<0.1%History
Owlet, Inc.69120X115EQUITY WRT220,704$170.0K<0.1%–