Skip to main content
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
KROSKeros Therapeutics, Inc.COM1,679,417$46.4M0.9%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$46.5M0.9%00.0%UnchangedHistory
KNTEKinnate Biopharma Inc.COM4,043,629$51.0M1.0%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM10,039,691$52.4M1.0%00.0%UnchangedHistory
EVHEvolent Health, Inc.CL A1,778,000$54.6M1.1%+378,000+27.0%AddedHistory
CMPXCompass Therapeutics, Inc.COM21,960,850$58.2M1.1%+317,875+1.5%AddedHistory
0000000000Stock12,147,877$58.3M1.1%+252,225+2.1%Added–
NTRANatera, Inc.COM1,661,353$58.9M1.1%+65,968+4.1%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,196,876$59.6M1.2%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock113,400$61.6M1.2%−7,200−6.0%ReducedHistory
GBTGlobal Blood Therapeutics, Inc.COM2,044,000$65.3M1.3%+467,400+29.6%AddedHistory
MRTXMirati Therapeutics, Inc.COM1,090,400$73.2M1.4%−540,100−33.1%ReducedHistory
ARGXArgenx SESPONSORED ADR194,000$73.5M1.4%+24,200+14.3%AddedHistory
NBIXNeurocrine Biosciences IncStock849,545$82.8M1.6%−25,970−3.0%ReducedHistory
SYKStryker CorpStock441,100$87.7M1.7%−16,000−3.5%ReducedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,563,077$93.5M1.8%−292,346−4.3%ReducedHistory
THRXTheseus Pharmaceuticals, Inc.COM17,041,668$94.2M1.8%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock1,011,300$96.2M1.9%−40,000−3.8%ReducedHistory
TCDATricida, Inc.COM10,280,947$99.5M1.9%00.0%UnchangedHistory
ARQTArcutis Biotherapeutics, Inc.COM4,781,646$101.9M2.0%−1,292,204−21.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW517,200$103.8M2.0%−17,000−3.2%ReducedHistory
BHVNBiohaven Ltd.COM719,034$104.8M2.0%00.0%UnchangedHistory
SRRASierra Oncology, Inc.COM NEW1,964,770$108.0M2.1%00.0%UnchangedHistory
ACETAdicet Bio, Inc.COM7,447,141$108.7M2.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock387,200$109.1M2.1%−13,000−3.2%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM14,082,680$112.1M2.2%+138,000+1.0%AddedHistory
SGENSeagen Inc.COM687,500$121.6M2.4%+19,800+3.0%AddedHistory
ABBVAbbVie Inc.Stock799,800$122.5M2.4%−115,800−12.6%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM1,699,710$140.9M2.7%+52,680+3.2%AddedHistory
PFEPfizer IncStock2,744,000$143.9M2.8%−1,161,500−29.7%ReducedHistory
UNHUnitedHealth Group IncStock281,200$144.4M2.8%−13,000−4.4%ReducedHistory
SWTXSpringWorks Therapeutics, Inc.COM6,028,307$148.4M2.9%00.0%UnchangedHistory
TPTXTurning Point Therapeutics, Inc.COM2,012,250$151.4M2.9%−6,700−0.3%ReducedHistory
BSXBoston Scientific CorpStock4,369,500$162.9M3.2%−230,000−5.0%ReducedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS2,108,555$168.2M3.3%−88,000−4.0%ReducedHistory
HUMHumana IncStock365,700$171.2M3.3%−16,000−4.2%ReducedHistory
BMYBristol Myers Squibb CoStock2,518,700$193.9M3.8%−89,000−3.4%ReducedHistory
SVASinovac Biotech LtdSHS2,718,735––+2,718,735NewHistory

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%–