OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 114
- −14 vs. Q3 2022
- Portfolio value
- $5.22B
- +$190.4M (+3.8%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $112.5M | 2.2% | +402,000+1.8% | Added | History |
| SGENSeagen Inc. | COM | 913,812 | $117.4M | 2.2% | +151,212+19.8% | Added | History |
| SYKStryker Corp | Stock | 481,000 | $117.6M | 2.3% | +57,900+13.7% | Added | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 4,572,289 | $119.5M | 2.3% | −1,122,552−19.7% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 972,300 | $126.0M | 2.4% | +53,800+5.9% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $130.2M | 2.5% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 5,250,000 | $136.6M | 2.6% | −275,926−5.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 620,500 | $164.6M | 3.2% | +47,800+8.3% | Added | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,615,210 | $167.2M | 3.2% | −102,100−5.9% | Reduced | History |
| HUMHumana Inc | Stock | 348,700 | $178.6M | 3.4% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 3,898,200 | $180.4M | 3.5% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 2,584,900 | $186.0M | 3.6% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 380,500 | $201.7M | 3.9% | +113,300+42.4% | Added | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $340.0M | 6.5% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SNYSanofi | SPONSORED ADR | – | $4.84M |
Sold out since Q3 2022 (21)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| TCDATricida, Inc. | COM | 10,280,947 | $107.7M | 2.1% | History |
| ABBVAbbVie Inc. | Stock | 600,000 | $80.5M | 1.6% | History |
| GHGuardant Health, Inc. | COM | 992,400 | $53.4M | 1.1% | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 250,500 | $50.1M | 1.0% | History |
| BHVNBiohaven Ltd. | COM | 170,769 | $25.8M | 0.5% | History |
| MGTXMeiraGTx Holdings plc | COM | 2,108,143 | $17.7M | 0.4% | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,042,000 | $15.1M | 0.3% | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 521,891 | $11.0M | 0.2% | History |
| RCUSArcus Biosciences, Inc. | COM | 303,000 | $7.93M | 0.2% | History |
| LUNGPulmonx Corp | COM | 435,000 | $7.25M | 0.1% | History |
| JNCEJounce Therapeutics, Inc. | COM | 2,928,900 | $6.85M | 0.1% | History |
| HRTXHeron Therapeutics, Inc. | COM | 1,123,000 | $4.74M | 0.1% | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,463,251 | $3.31M | 0.1% | – |
| DNTHDianthus Therapeutics, Inc. | COM | 2,250,953 | $3.17M | 0.1% | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 1,282,816 | $3.07M | 0.1% | History |
| DYNDyne Therapeutics, Inc. | COM | 220,400 | $2.80M | 0.1% | History |
| LENZLENZ Therapeutics, Inc. | COM | 848,412 | $2.69M | 0.1% | History |
| LogicBio Therapeutics, Inc.54142F102 | COM | 8,466,783 | $2.31M | <0.1% | – |
| IMDXInsight Molecular Diagnostics Inc. | COM | 1,882,768 | $1.37M | <0.1% | History |
| VORVor Biopharma Inc. | COM | 111,808 | $445.0K | <0.1% | History |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 113,500 | $422.0K | <0.1% | History |