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Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
119
+3 vs. Q1 2023
Portfolio value
$5.14B
+$89.3M (+1.8%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of OrbiMed Advisors LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
ISRGIntuitive Surgical IncCOM NEW620,500$212.2M4.1%00.0%UnchangedHistory
ELVNEnliven Therapeutics, Inc.COM8,998,338$183.7M3.6%+2,1250.0%AddedHistory
BSXBoston Scientific CorpStock3,379,900$182.8M3.6%−410,100−10.8%ReducedHistory
THRXTheseus Pharmaceuticals, Inc.COM17,233,668$160.8M3.1%00.0%UnchangedHistory
BIIBBiogen Inc.COM556,800$158.6M3.1%+51,800+10.3%AddedHistory
HUMHumana IncStock348,700$155.9M3.0%00.0%UnchangedHistory
BAXBaxter International IncStock3,375,000$153.8M3.0%+1,813,000+116.1%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM1,615,210$140.0M2.7%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock244,000$117.3M2.3%−32,000−11.6%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM14,567,176$112.9M2.2%00.0%UnchangedHistory
SLRNACELYRIN, Inc.COM5,326,302$111.3M2.2%+5,326,302NewHistory
SWTXSpringWorks Therapeutics, Inc.COM4,178,588$109.6M2.1%−320,312−7.1%ReducedHistory
IRONDisc Medicine, Inc.COM2,269,637$100.8M2.0%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock1,488,000$95.2M1.9%−852,000−36.4%ReducedHistory
IONSIonis Pharmaceuticals IncCOM2,169,500$89.0M1.7%+45,000+2.1%AddedHistory
UTHRUnited Therapeutics CorpCOM401,900$88.7M1.7%+401,900NewHistory
EVHEvolent Health, Inc.CL A2,895,632$87.7M1.7%00.0%UnchangedHistory
Vectivbio Hldg AGH9060V101ORD SHS5,156,561$87.7M1.7%00.0%Unchanged–
LLYEli Lilly & CoStock186,000$87.2M1.7%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock162,800$84.9M1.7%+15,000+10.1%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM910,200$82.9M1.6%00.0%UnchangedHistory
SYKStryker CorpStock271,400$82.8M1.6%−96,200−26.2%ReducedHistory
VRNAVerona Pharma plcSPONSORED ADS3,777,778$79.9M1.6%−482,913−11.3%ReducedHistory
THCTenet Healthcare CorpCOM NEW960,500$78.2M1.5%−259,800−21.3%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM654,000$74.9M1.5%−211,100−24.4%ReducedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM321,569$74.3M1.4%+321,569NewHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,950,796$71.2M1.4%00.0%UnchangedHistory
CMPXCompass Therapeutics, Inc.COM22,362,850$71.1M1.4%00.0%UnchangedHistory
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$68.0M1.3%00.0%UnchangedHistory
TERNTerns Pharmaceuticals, Inc.COM7,619,135$66.7M1.3%00.0%UnchangedHistory
0000000000Stock11,895,652$66.3M1.3%00.0%Unchanged–
RCMR1 RCM Inc.COM3,441,000$63.5M1.2%+1,691,000+96.6%AddedHistory
SIBNSI-BONE, Inc.COM2,292,531$61.9M1.2%−626,923−21.5%ReducedHistory
KROSKeros Therapeutics, Inc.COM1,514,734$60.9M1.2%−164,683−9.8%ReducedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$58.6M1.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock165,400$58.2M1.1%−12,200−6.9%ReducedHistory
SCPHscPharmaceuticals Inc.COM5,559,528$56.7M1.1%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM2,530,240$53.0M1.0%+818,565+47.8%AddedHistory
PCVXVaxcyte, Inc.COM1,007,148$50.3M1.0%+277,709+38.1%AddedHistory
PRLDPrelude Therapeutics IncCOM10,909,256$49.1M1.0%+869,565+8.7%AddedHistory
EWEdwards Lifesciences CorpStock515,000$48.6M0.9%−115,000−18.3%ReducedHistory
NTRANatera, Inc.COM973,581$47.4M0.9%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock489,000$46.1M0.9%00.0%UnchangedHistory
CICigna GroupStock161,000$45.2M0.9%+161,000NewHistory
XENEXenon Pharmaceuticals Inc.COM1,096,000$42.2M0.8%−53,100−4.6%ReducedHistory
ALPNAlpine Immune Sciences, Inc.COM4,081,592$42.0M0.8%00.0%UnchangedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,563,077$41.1M0.8%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock245,000$35.7M0.7%+245,000NewHistory
RPTXRepare Therapeutics Inc.COM3,322,488$35.2M0.7%00.0%UnchangedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS9,033,726$34.4M0.7%−464,048−4.9%Reduced–
JANXJanux Therapeutics, Inc.COM2,836,386$33.7M0.7%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM4,707,458$33.1M0.6%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM913,650$33.0M0.6%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS316,400$32.5M0.6%+116,400+58.2%AddedHistory
TVTXTravere Therapeutics, Inc.COM2,118,100$32.5M0.6%+373,800+21.4%AddedHistory
TELATELA Bio, Inc.COM2,835,542$28.7M0.6%−192,000−6.3%ReducedHistory
AMGNAmgen IncStock127,300$28.3M0.6%+50,600+66.0%AddedHistory
VERAVera Therapeutics, Inc.CL A1,756,800$28.2M0.5%+394,400+28.9%AddedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$27.8M0.5%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$27.0M0.5%00.0%UnchangedHistory
KNTEKinnate Biopharma Inc.COM8,009,729$24.3M0.5%+2,866,100+55.7%AddedHistory
TSVT2seventy bio, Inc.COMMON STOCK2,391,628$24.2M0.5%00.0%UnchangedHistory
MRSNMersana Therapeutics, Inc.COM7,214,937$23.7M0.5%−1,796,500−19.9%ReducedHistory
QUREuniQure N.V.SHS2,064,455$23.7M0.5%00.0%UnchangedHistory
RAPTRAPT Therapeutics, Inc.COM1,251,070$23.4M0.5%00.0%UnchangedHistory
FOLDAmicus Therapeutics, Inc.COM1,856,400$23.3M0.5%+685,400+58.5%AddedHistory
ALXOAlx Oncology Holdings IncCOM2,871,000$21.6M0.4%00.0%UnchangedHistory
IMAImageneBio, Inc.COM3,186,166$20.9M0.4%00.0%UnchangedHistory
ACETAdicet Bio, Inc.COM8,322,140$20.2M0.4%+875,000+11.7%AddedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$19.0M0.4%00.0%UnchangedHistory
ARQTArcutis Biotherapeutics, Inc.COM1,914,479$18.2M0.4%00.0%UnchangedHistory
NPCENeuroPace IncCOM4,012,281$18.0M0.4%00.0%UnchangedHistory
VTYXVentyx Biosciences, Inc.COM540,984$17.7M0.3%−44,016−7.5%ReducedHistory
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$15.9M0.3%00.0%UnchangedHistory
FUSNFusion Pharmaceuticals Inc.COM3,122,770$14.6M0.3%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM7,133,515$13.8M0.3%+1,315,789+22.6%AddedHistory
KZRKezar Life Sciences, Inc.COM5,463,000$13.4M0.3%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM756,930$13.0M0.3%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR32,600$12.7M0.2%−11,900−26.7%ReducedHistory
MORFMorphic Holding, Inc.COM208,500$12.0M0.2%+208,500NewHistory
VSTMVerastem, Inc.COM NEW1,529,115$11.4M0.2%+153,845+11.2%AddedConverted for a 1-for-12 splitHistory
IMTXImmatics N.V.SHS966,829$11.2M0.2%+19,581+2.1%AddedHistory
GDRXGoodRx Holdings, Inc.COM CL A1,788,600$9.87M0.2%+88,600+5.2%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM13,500$9.70M0.2%−10,500−43.8%ReducedHistory
DMRADamora Therapeutics, Inc.COM3,834,237$9.66M0.2%−256,700−6.3%ReducedHistory
PASGPassage BIO, Inc.COM10,124,576$9.53M0.2%+1,192,577+13.4%AddedHistory
AKROAkero Therapeutics, Inc.COM199,500$9.31M0.2%+199,500NewHistory
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$9.27M0.2%–––
ORICOric Pharmaceuticals, Inc.COM1,168,468$9.07M0.2%−206,000−15.0%ReducedHistory
GHRSGH Research PLCORDINARY SHARES736,315$8.74M0.2%−922,700−55.6%ReducedHistory
GILDGilead Sciences, Inc.Stock100,000$7.71M0.1%+100,000NewHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD117,000$5.97M0.1%+117,000NewHistory
Ys Biopharma Co LtdG9845F109ORDINARY SHARES4,298,465$5.93M0.1%+10.0%Added–
CGEMCullinan Therapeutics, Inc.COM544,848$5.86M0.1%−60,539−10.0%ReducedHistory
CUTRCutera IncCOM387,100$5.86M0.1%+387,100NewHistory
SRRKScholar Rock Holding CorpCOM735,645$5.55M0.1%+220,645+42.8%AddedHistory
IVVDInvivyd, Inc.COM5,270,400$5.53M0.1%00.0%UnchangedHistory
NXTCNextCure, Inc.COM2,711,013$4.88M0.1%00.0%UnchangedHistory
ALKSAlkermes plc.SHS151,400$4.74M0.1%+151,400NewHistory
NSPRInspireMD, Inc.COM1,860,405$4.67M0.1%+1,860,405NewHistory

Options (7)

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 2023
SecurityClassPutsCalls
BAXBaxter International IncStock–$13.7M
HUMHumana IncStock–$11.2M
THCTenet Healthcare CorpCOM NEW–$8.14M
HZNPHorizon Therapeutics Public Ltd CoSHS$5.14M–
TGTXTG Therapeutics, Inc.COM–$1.14M
MRSNMersana Therapeutics, Inc.COM–$822.5K
NKTRNektar TherapeuticsCOM–$296.2K

Sold out since Q1 2023 (12)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
KDNYChinook Therapeutics, Inc.COM2,029,300$47.0M0.9%History
Bellus Health Inc New07987C204COM NEW5,108,900$36.8M0.7%–
PGNYProgyny, Inc.COM1,037,912$33.3M0.7%History
AMLXAmylyx Pharmaceuticals, Inc.COM813,500$23.9M0.5%History
State Street SPDR S&P Biotech ETF78464A870ETF274,000$20.9M0.4%–
RXSTRxSight, Inc.COM1,202,833$20.1M0.4%History
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$9.47M0.2%–
PTGXProtagonist Therapeutics, IncCOM301,000$6.92M0.1%History
NTLAIntellia Therapeutics, Inc.COM164,627$6.14M0.1%History
MREOMereo BioPharma Group plcSPON ADS7,747,891$5.48M0.1%History
NKTRNektar TherapeuticsCOM1,034,059$726.8K<0.1%History
SYRESpyre Therapeutics, Inc.COM1,797,221$521.2K<0.1%History