OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 128
- −10 vs. Q2 2022
- Portfolio value
- $5.03B
- −$114.4M (−2.2%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 1,505,153 | $66.0M | 1.3% | −156,200−9.4% | Reduced | History |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $66.4M | 1.3% | 00.0% | Unchanged | History |
| EVHEvolent Health, Inc. | CL A | 1,994,717 | $71.7M | 1.4% | +216,717+12.2% | Added | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,563,077 | $78.1M | 1.6% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 966,300 | $79.8M | 1.6% | −45,000−4.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 600,000 | $80.5M | 1.6% | −199,800−25.0% | Reduced | History |
| SYKStryker Corp | Stock | 423,100 | $85.7M | 1.7% | −18,000−4.1% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 269,700 | $95.2M | 1.9% | +75,700+39.0% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 896,545 | $95.2M | 1.9% | +47,000+5.5% | Added | History |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,041,668 | $98.8M | 2.0% | 00.0% | Unchanged | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,418,892 | $99.1M | 2.0% | +328,492+30.1% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 918,500 | $101.5M | 2.0% | +898,500+4,492.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 202,200 | $102.6M | 2.0% | +88,800+78.3% | Added | History |
| SGENSeagen Inc. | COM | 762,600 | $104.3M | 2.1% | +75,100+10.9% | Added | History |
| ACETAdicet Bio, Inc. | COM | 7,447,140 | $105.9M | 2.1% | −10.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 572,700 | $107.3M | 2.1% | +55,500+10.7% | Added | History |
| TCDATricida, Inc. | COM | 10,280,947 | $107.7M | 2.1% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 373,200 | $108.1M | 2.1% | −14,000−3.6% | Reduced | History |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $109.6M | 2.2% | +5,779,071 | New | History |
| PFEPfizer Inc | Stock | 2,599,000 | $113.7M | 2.3% | −145,000−5.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 267,200 | $134.9M | 2.7% | −14,000−5.0% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $143.3M | 2.8% | +484,496+3.4% | Added | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,717,310 | $145.6M | 2.9% | +17,600+1.0% | Added | History |
| BSXBoston Scientific Corp | Stock | 3,898,200 | $151.0M | 3.0% | −471,300−10.8% | Reduced | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 5,525,926 | $157.7M | 3.1% | −502,381−8.3% | Reduced | History |
| HUMHumana Inc | Stock | 348,700 | $169.2M | 3.4% | −17,000−4.6% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 2,584,900 | $183.8M | 3.7% | +66,200+2.6% | Added | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | – | – | 00.0% | Unchanged | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2022 (23)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,108,555 | $168.2M | 3.3% | History |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,012,250 | $151.4M | 2.9% | History |
| SRRASierra Oncology, Inc. | COM NEW | 1,964,770 | $108.0M | 2.1% | History |
| GBTGlobal Blood Therapeutics, Inc. | COM | 2,044,000 | $65.3M | 1.3% | History |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $17.8M | 0.3% | History |
| AMGNAmgen Inc | Stock | 57,100 | $13.9M | 0.3% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 22,200 | $13.1M | 0.3% | History |
| ISEEIVERIC bio, Inc. | COM | 1,361,400 | $13.1M | 0.3% | History |
| SGFYSignify Health, Inc. | CL A COM | 900,000 | $12.4M | 0.2% | History |
| TBPHTheravance Biopharma, Inc. | COM | 1,370,250 | $12.4M | 0.2% | History |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 13,421,283 | $11.8M | 0.2% | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 1,817,521 | $11.2M | 0.2% | History |
| Danaher Corp235851409 | 5% CONV PFD B | – | $10.6M | 0.2% | – |
| ERASErasca, Inc. | COM | 1,667,693 | $9.29M | 0.2% | History |
| IMCRImmunocore Holdings plc | ADS | 131,100 | $4.89M | 0.1% | History |
| Nanostring Technologies Inc63009RAD1 | NOTE 2.625% 5/0 | – | $4.85M | 0.1% | – |
| CTMXCytomX Therapeutics, Inc. | COM | 2,124,975 | $3.89M | 0.1% | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 112,700 | $3.04M | 0.1% | History |
| NMTR9 Meters Biopharma, Inc. | COM | 8,505,729 | $2.22M | <0.1% | History |
| SGHTSight Sciences, Inc. | COM | 200,000 | $1.80M | <0.1% | History |
| SONXSonendo, Inc. | COM | 723,478 | $1.24M | <0.1% | History |
| TRMLTourmaline Bio, Inc. | COM | 235,995 | $1.06M | <0.1% | History |
| APTXAptinyx Inc. | COM | 538,500 | $300.0K | <0.1% | History |