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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
ALTAltimmune, Inc.COM NEW100,000$353.0K<0.1%+49,400+97.6%AddedHistory
HARPHarpoon Therapeutics, Inc.COM621,218$441.1K<0.1%00.0%UnchangedHistory
OMICSingular Genomics Systems, Inc.COM540,697$448.8K<0.1%00.0%UnchangedHistory
HRTXHeron Therapeutics, Inc.COM802,700$931.1K<0.1%00.0%UnchangedHistory
CALCCalciMedica, Inc.COM NEW297,380$1.19M<0.1%+297,380NewHistory
HLSQTessera Defense & Homeland Security Inc.COM4,553,489$1.64M<0.1%+1,392,000+44.0%AddedHistory
TARAProtara Therapeutics, Inc.COM STK772,584$1.85M<0.1%−20,974−2.6%ReducedHistory
BOLTBolt Biotherapeutics, Inc.COM1,541,000$1.97M<0.1%00.0%UnchangedHistory
ELEVElevation Acquisition Group Inc.COM1,500,000$2.28M<0.1%+1,500,000NewHistory
AFIBAcutus Medical, Inc.COM2,648,386$2.35M<0.1%00.0%UnchangedHistory
EPIXESSA Pharma Inc.COM NEW921,940$2.49M<0.1%−276,397−23.1%ReducedHistory
RVNCRevance Therapeutics, Inc.COM100,000$2.53M<0.1%+50,000+100.0%AddedHistory
SYBXSynlogic, Inc.COM6,029,995$2.59M0.1%00.0%UnchangedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,241,274$2.95M0.1%00.0%UnchangedHistory
BCABBioAtla, Inc.COM1,156,175$3.47M0.1%−2,704,825−70.1%ReducedHistory
APLMApollomics Inc.CL A SHS662,561$3.80M0.1%00.0%UnchangedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM117,000$4.17M0.1%+117,000NewHistory
VIGLVigil Neuroscience, Inc.COM448,891$4.22M0.1%00.0%UnchangedHistory
NSPRInspireMD, Inc.COM1,860,405$4.67M0.1%+1,860,405NewHistory
ALKSAlkermes plc.SHS151,400$4.74M0.1%+151,400NewHistory
NXTCNextCure, Inc.COM2,711,013$4.88M0.1%00.0%UnchangedHistory
IVVDInvivyd, Inc.COM5,270,400$5.53M0.1%00.0%UnchangedHistory
SRRKScholar Rock Holding CorpCOM735,645$5.55M0.1%+220,645+42.8%AddedHistory
CUTRCutera IncCOM387,100$5.86M0.1%+387,100NewHistory
CGEMCullinan Therapeutics, Inc.COM544,848$5.86M0.1%−60,539−10.0%ReducedHistory
Ys Biopharma Co LtdG9845F109ORDINARY SHARES4,298,465$5.93M0.1%+10.0%Added–
MLTXMoonLake ImmunotherapeuticsCLASS A ORD117,000$5.97M0.1%+117,000NewHistory
GILDGilead Sciences, Inc.Stock100,000$7.71M0.1%+100,000NewHistory
GHRSGH Research PLCORDINARY SHARES736,315$8.74M0.2%−922,700−55.6%ReducedHistory
ORICOric Pharmaceuticals, Inc.COM1,168,468$9.07M0.2%−206,000−15.0%ReducedHistory
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$9.27M0.2%–––
AKROAkero Therapeutics, Inc.COM199,500$9.31M0.2%+199,500NewHistory
PASGPassage BIO, Inc.COM10,124,576$9.53M0.2%+1,192,577+13.4%AddedHistory
DMRADamora Therapeutics, Inc.COM3,834,237$9.66M0.2%−256,700−6.3%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM13,500$9.70M0.2%−10,500−43.8%ReducedHistory
GDRXGoodRx Holdings, Inc.COM CL A1,788,600$9.87M0.2%+88,600+5.2%AddedHistory
IMTXImmatics N.V.SHS966,829$11.2M0.2%+19,581+2.1%AddedHistory
VSTMVerastem, Inc.COM NEW1,529,115$11.4M0.2%+153,845+11.2%AddedConverted for a 1-for-12 splitHistory
MORFMorphic Holding, Inc.COM208,500$12.0M0.2%+208,500NewHistory
ARGXArgenx SESPONSORED ADR32,600$12.7M0.2%−11,900−26.7%ReducedHistory
JBIOJade Biosciences, Inc.COM756,930$13.0M0.3%00.0%UnchangedHistory
KZRKezar Life Sciences, Inc.COM5,463,000$13.4M0.3%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM7,133,515$13.8M0.3%+1,315,789+22.6%AddedHistory
FUSNFusion Pharmaceuticals Inc.COM3,122,770$14.6M0.3%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$15.9M0.3%00.0%UnchangedHistory
VTYXVentyx Biosciences, Inc.COM540,984$17.7M0.3%−44,016−7.5%ReducedHistory
NPCENeuroPace IncCOM4,012,281$18.0M0.4%00.0%UnchangedHistory
ARQTArcutis Biotherapeutics, Inc.COM1,914,479$18.2M0.4%00.0%UnchangedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$19.0M0.4%00.0%UnchangedHistory
ACETAdicet Bio, Inc.COM8,322,140$20.2M0.4%+875,000+11.7%AddedHistory
IMAImageneBio, Inc.COM3,186,166$20.9M0.4%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM2,871,000$21.6M0.4%00.0%UnchangedHistory
FOLDAmicus Therapeutics, Inc.COM1,856,400$23.3M0.5%+685,400+58.5%AddedHistory
RAPTRAPT Therapeutics, Inc.COM1,251,070$23.4M0.5%00.0%UnchangedHistory
QUREuniQure N.V.SHS2,064,455$23.7M0.5%00.0%UnchangedHistory
MRSNMersana Therapeutics, Inc.COM7,214,937$23.7M0.5%−1,796,500−19.9%ReducedHistory
TSVT2seventy bio, Inc.COMMON STOCK2,391,628$24.2M0.5%00.0%UnchangedHistory
KNTEKinnate Biopharma Inc.COM8,009,729$24.3M0.5%+2,866,100+55.7%AddedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$27.0M0.5%00.0%UnchangedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$27.8M0.5%00.0%UnchangedHistory
VERAVera Therapeutics, Inc.CL A1,756,800$28.2M0.5%+394,400+28.9%AddedHistory
AMGNAmgen IncStock127,300$28.3M0.6%+50,600+66.0%AddedHistory
TELATELA Bio, Inc.COM2,835,542$28.7M0.6%−192,000−6.3%ReducedHistory
TVTXTravere Therapeutics, Inc.COM2,118,100$32.5M0.6%+373,800+21.4%AddedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS316,400$32.5M0.6%+116,400+58.2%AddedHistory
MRTXMirati Therapeutics, Inc.COM913,650$33.0M0.6%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM4,707,458$33.1M0.6%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM2,836,386$33.7M0.7%00.0%UnchangedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS9,033,726$34.4M0.7%−464,048−4.9%Reduced–
RPTXRepare Therapeutics Inc.COM3,322,488$35.2M0.7%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock245,000$35.7M0.7%+245,000NewHistory
PMVPPMV Pharmaceuticals, Inc.COM6,563,077$41.1M0.8%00.0%UnchangedHistory
ALPNAlpine Immune Sciences, Inc.COM4,081,592$42.0M0.8%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM1,096,000$42.2M0.8%−53,100−4.6%ReducedHistory
CICigna GroupStock161,000$45.2M0.9%+161,000NewHistory
NBIXNeurocrine Biosciences IncStock489,000$46.1M0.9%00.0%UnchangedHistory
NTRANatera, Inc.COM973,581$47.4M0.9%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock515,000$48.6M0.9%−115,000−18.3%ReducedHistory
PRLDPrelude Therapeutics IncCOM10,909,256$49.1M1.0%+869,565+8.7%AddedHistory
PCVXVaxcyte, Inc.COM1,007,148$50.3M1.0%+277,709+38.1%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM2,530,240$53.0M1.0%+818,565+47.8%AddedHistory
SCPHscPharmaceuticals Inc.COM5,559,528$56.7M1.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock165,400$58.2M1.1%−12,200−6.9%ReducedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$58.6M1.1%00.0%UnchangedHistory
KROSKeros Therapeutics, Inc.COM1,514,734$60.9M1.2%−164,683−9.8%ReducedHistory
SIBNSI-BONE, Inc.COM2,292,531$61.9M1.2%−626,923−21.5%ReducedHistory
RCMR1 RCM Inc.COM3,441,000$63.5M1.2%+1,691,000+96.6%AddedHistory
0000000000Stock11,895,652$66.3M1.3%00.0%Unchanged–
TERNTerns Pharmaceuticals, Inc.COM7,619,135$66.7M1.3%00.0%UnchangedHistory
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$68.0M1.3%00.0%UnchangedHistory
CMPXCompass Therapeutics, Inc.COM22,362,850$71.1M1.4%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,950,796$71.2M1.4%00.0%UnchangedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM321,569$74.3M1.4%+321,569NewHistory
SRPTSarepta Therapeutics, Inc.COM654,000$74.9M1.5%−211,100−24.4%ReducedHistory
THCTenet Healthcare CorpCOM NEW960,500$78.2M1.5%−259,800−21.3%ReducedHistory
VRNAVerona Pharma plcSPONSORED ADS3,777,778$79.9M1.6%−482,913−11.3%ReducedHistory
SYKStryker CorpStock271,400$82.8M1.6%−96,200−26.2%ReducedHistory
APLSApellis Pharmaceuticals, Inc.COM910,200$82.9M1.6%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock162,800$84.9M1.7%+15,000+10.1%AddedHistory
LLYEli Lilly & CoStock186,000$87.2M1.7%00.0%UnchangedHistory

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