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Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
116
+2 vs. Q4 2022
Portfolio value
$5.05B
−$173.4M (−3.3%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of OrbiMed Advisors LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SVASinovac Biotech LtdSHS2,718,735$340.0M6.7%00.0%UnchangedHistory
ELVNEnliven Therapeutics, Inc.COM8,996,213$197.0M3.9%+8,996,213NewHistory
BSXBoston Scientific CorpStock3,790,000$189.6M3.8%−108,200−2.8%ReducedHistory
HUMHumana IncStock348,700$169.3M3.4%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock2,340,000$162.2M3.2%−244,900−9.5%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW620,500$158.5M3.1%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM1,615,210$157.1M3.1%00.0%UnchangedHistory
THRXTheseus Pharmaceuticals, Inc.COM17,233,668$153.0M3.0%00.0%UnchangedHistory
BIIBBiogen Inc.COM505,000$140.4M2.8%+246,800+95.6%AddedHistory
UNHUnitedHealth Group IncStock276,000$130.4M2.6%−104,500−27.5%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM865,100$119.2M2.4%−107,200−11.0%ReducedHistory
SWTXSpringWorks Therapeutics, Inc.COM4,498,900$115.8M2.3%−751,100−14.3%ReducedHistory
SYKStryker CorpStock367,600$104.9M2.1%−113,400−23.6%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM14,567,176$97.2M1.9%00.0%UnchangedHistory
EVHEvolent Health, Inc.CL A2,895,632$94.0M1.9%+70,800+2.5%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM7,619,135$90.2M1.8%00.0%UnchangedHistory
VRNAVerona Pharma plcSPONSORED ADS4,260,691$85.6M1.7%−311,598−6.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock147,800$85.2M1.7%−54,400−26.9%ReducedHistory
IONSIonis Pharmaceuticals IncCOM2,124,500$75.9M1.5%+130,900+6.6%AddedHistory
CMPXCompass Therapeutics, Inc.COM22,362,850$73.1M1.4%00.0%UnchangedHistory
THCTenet Healthcare CorpCOM NEW1,220,300$72.5M1.4%00.0%UnchangedHistory
KROSKeros Therapeutics, Inc.COM1,679,417$71.7M1.4%00.0%UnchangedHistory
LLYEli Lilly & CoStock186,000$63.9M1.3%+186,000NewHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,950,796$63.4M1.3%+753,920+23.6%AddedHistory
BAXBaxter International IncStock1,562,000$63.4M1.3%+1,562,000NewHistory
APLSApellis Pharmaceuticals, Inc.COM910,200$60.0M1.2%+910,200NewHistory
SIBNSI-BONE, Inc.COM2,919,454$57.4M1.1%−448,546−13.3%ReducedHistory
PRLDPrelude Therapeutics IncCOM10,039,691$57.2M1.1%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$56.9M1.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock177,600$56.0M1.1%−93,900−34.6%ReducedHistory
NTRANatera, Inc.COM973,581$54.1M1.1%−972,772−50.0%ReducedHistory
0000000000Stock11,895,652$53.8M1.1%−252,225−2.1%Reduced–
EWEdwards Lifesciences CorpStock630,000$52.1M1.0%−230,500−26.8%ReducedHistory
SCPHscPharmaceuticals Inc.COM5,559,528$50.4M1.0%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock489,000$49.5M1.0%−198,700−28.9%ReducedHistory
IRONDisc Medicine, Inc.COM2,269,637$48.1M1.0%+108,696+5.0%AddedHistory
KDNYChinook Therapeutics, Inc.COM2,029,300$47.0M0.9%00.0%UnchangedHistory
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$46.6M0.9%00.0%UnchangedHistory
Vectivbio Hldg AGH9060V101ORD SHS5,156,561$43.9M0.9%−1,850,300−26.4%Reduced–
ACETAdicet Bio, Inc.COM7,447,140$42.9M0.8%00.0%UnchangedHistory
QUREuniQure N.V.SHS2,064,455$41.6M0.8%+316,900+18.1%AddedHistory
XENEXenon Pharmaceuticals Inc.COM1,149,100$41.1M0.8%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM1,744,300$39.2M0.8%+491,170+39.2%AddedHistory
MRSNMersana Therapeutics, Inc.COM9,011,437$37.0M0.7%00.0%UnchangedHistory
Bellus Health Inc New07987C204COM NEW5,108,900$36.8M0.7%+400,000+8.5%Added–
SNDXSyndax Pharmaceuticals IncCOM1,711,675$36.2M0.7%−294,825−14.7%ReducedHistory
JANXJanux Therapeutics, Inc.COM2,836,386$34.3M0.7%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM913,650$34.0M0.7%−370,042−28.8%ReducedHistory
PGNYProgyny, Inc.COM1,037,912$33.3M0.7%+2,912+0.3%AddedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$32.7M0.6%00.0%UnchangedHistory
TELATELA Bio, Inc.COM3,027,542$32.2M0.6%00.0%UnchangedHistory
KNTEKinnate Biopharma Inc.COM5,143,629$32.1M0.6%+1,100,000+27.2%AddedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$31.5M0.6%00.0%UnchangedHistory
ALPNAlpine Immune Sciences, Inc.COM4,081,592$31.5M0.6%00.0%UnchangedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,563,077$31.3M0.6%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM4,707,458$28.8M0.6%+2,700,000+134.5%AddedHistory
PCVXVaxcyte, Inc.COM729,439$27.3M0.5%−553,687−43.2%ReducedHistory
RCMR1 RCM Inc.COM1,750,000$26.3M0.5%+1,750,000NewHistory
TSVT2seventy bio, Inc.COMMON STOCK2,391,628$24.4M0.5%+1,350,328+129.7%AddedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM813,500$23.9M0.5%+813,500NewHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$23.8M0.5%00.0%UnchangedHistory
RAPTRAPT Therapeutics, Inc.COM1,251,070$23.0M0.5%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS200,000$21.8M0.4%+29,000+17.0%AddedHistory
ARQTArcutis Biotherapeutics, Inc.COM1,914,479$21.1M0.4%−545,629−22.2%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF274,000$20.9M0.4%+197,600+258.6%Added–
RXSTRxSight, Inc.COM1,202,833$20.1M0.4%00.0%UnchangedHistory
REGNRegeneron Pharmaceuticals, Inc.COM24,000$19.7M0.4%+24,000NewHistory
VTYXVentyx Biosciences, Inc.COM585,000$19.6M0.4%−340,000−36.8%ReducedHistory
NPCENeuroPace IncCOM4,012,281$18.6M0.4%00.0%UnchangedHistory
AMGNAmgen IncStock76,700$18.5M0.4%+76,700NewHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS9,497,774$17.7M0.3%+1,612,904+20.5%Added–
KZRKezar Life Sciences, Inc.COM5,463,000$17.1M0.3%+878,678+19.2%AddedHistory
ARGXArgenx SESPONSORED ADR44,500$16.6M0.3%+28,300+174.7%AddedHistory
APLMApollomics Inc.CL A SHS662,561$16.0M0.3%+662,561NewHistory
JBIOJade Biosciences, Inc.COM756,930$15.3M0.3%−2,610−0.3%ReducedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$14.9M0.3%00.0%UnchangedHistory
GHRSGH Research PLCORDINARY SHARES1,659,015$13.3M0.3%+36,955+2.3%AddedHistory
FOLDAmicus Therapeutics, Inc.COM1,171,000$13.0M0.3%+655,000+126.9%AddedHistory
ALXOAlx Oncology Holdings IncCOM2,871,000$13.0M0.3%00.0%UnchangedHistory
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$12.9M0.3%–––
FUSNFusion Pharmaceuticals Inc.COM3,122,770$11.8M0.2%−102,000−3.2%ReducedHistory
IMAImageneBio, Inc.COM3,186,166$11.0M0.2%+252,225+8.6%AddedHistory
GDRXGoodRx Holdings, Inc.COM CL A1,700,000$10.6M0.2%+1,312,433+338.6%AddedHistory
VERAVera Therapeutics, Inc.CL A1,362,400$10.6M0.2%+1,362,400NewHistory
BCABBioAtla, Inc.COM3,861,000$10.3M0.2%+3,528,628+1,061.7%AddedHistory
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$9.47M0.2%–––
PASGPassage BIO, Inc.COM8,931,999$8.55M0.2%00.0%UnchangedHistory
DMRADamora Therapeutics, Inc.COM4,090,937$8.14M0.2%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM1,374,468$7.83M0.2%−233,100−14.5%ReducedHistory
PTGXProtagonist Therapeutics, IncCOM301,000$6.92M0.1%+301,000NewHistory
Ys Biopharma Co LtdG9845F109ORDINARY SHARES4,298,464$6.88M0.1%+4,298,464New–
VSTMVerastem, Inc.COM16,503,237$6.85M0.1%00.0%UnchangedHistory
IMTXImmatics N.V.SHS947,248$6.54M0.1%+947,248NewHistory
IVVDInvivyd, Inc.COM5,270,400$6.32M0.1%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$6.32M0.1%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM605,387$6.19M0.1%−31,900−5.0%ReducedHistory
NTLAIntellia Therapeutics, Inc.COM164,627$6.14M0.1%+164,627NewHistory
MREOMereo BioPharma Group plcSPON ADS7,747,891$5.48M0.1%−2,857,631−26.9%ReducedHistory
XFORX4 Pharmaceuticals, IncCOM5,817,726$5.06M0.1%00.0%UnchangedHistory
VIGLVigil Neuroscience, Inc.COM448,891$4.39M0.1%00.0%UnchangedHistory

Options (8)

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 2023
SecurityClassPutsCalls
BAXBaxter International IncStock–$14.2M
SRPTSarepta Therapeutics, Inc.COM–$10.3M
State Street SPDR S&P Biotech ETF78464A870ETF–$7.62M
MRTXMirati Therapeutics, Inc.COM–$5.58M
HZNPHorizon Therapeutics Public Ltd CoSHS$5.46M–
MRSNMersana Therapeutics, Inc.COM–$866.0K
ALTAltimmune, Inc.COM NEW–$422.0K
NKTRNektar TherapeuticsCOM–$383.1K

Sold out since Q4 2022 (16)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
SGENSeagen Inc.COM913,812$117.4M2.2%History
PFEPfizer IncStock1,393,600$71.4M1.4%History
ETNB89bio, Inc.COM3,658,869$46.6M0.9%History
ACRSAclaris Therapeutics, Inc.COM2,758,434$43.4M0.8%History
CINCCinCor Pharma, Inc.COM1,906,000$23.4M0.4%History
ELVNEnliven Therapeutics, Inc.COM4,386,568$17.9M0.3%History
MRNAModerna, Inc.Stock82,550$14.8M0.3%History
BNTXBioNTech SESPONSORED ADS36,300$5.45M0.1%History
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,583,490$3.15M0.1%History
APLTApplied Therapeutics, Inc.COM3,050,921$2.32M<0.1%History
CALCCalciMedica, Inc.COM SHS4,163,347$2.08M<0.1%History
EYPTEyePoint, Inc.COM NEW487,642$1.71M<0.1%History
Cybin Ord23256X100COM5,386,299$1.65M<0.1%–
PYXSPyxis Oncology, Inc.COMMON STOCK848,252$1.14M<0.1%History
MACKMerrimack Pharmaceuticals IncCOM NEW73,600$843.5K<0.1%History
GLUEMonte Rosa Therapeutics, Inc.COM27,369$208.3K<0.1%History