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.
- Positions
- 119
- +3 vs. Q1 2023
- Portfolio value
- $5.14B
- +$89.3M (+1.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,156,561 | $87.7M | 1.7% | 00.0% | Unchanged | – |
| EVHEvolent Health, Inc. | CL A | 2,895,632 | $87.7M | 1.7% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 401,900 | $88.7M | 1.7% | +401,900 | New | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,169,500 | $89.0M | 1.7% | +45,000+2.1% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 1,488,000 | $95.2M | 1.9% | −852,000−36.4% | Reduced | History |
| IRONDisc Medicine, Inc. | COM | 2,269,637 | $100.8M | 2.0% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 4,178,588 | $109.6M | 2.1% | −320,312−7.1% | Reduced | History |
| SLRNACELYRIN, Inc. | COM | 5,326,302 | $111.3M | 2.2% | +5,326,302 | New | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $112.9M | 2.2% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 244,000 | $117.3M | 2.3% | −32,000−11.6% | Reduced | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,615,210 | $140.0M | 2.7% | 00.0% | Unchanged | History |
| BAXBaxter International Inc | Stock | 3,375,000 | $153.8M | 3.0% | +1,813,000+116.1% | Added | History |
| HUMHumana Inc | Stock | 348,700 | $155.9M | 3.0% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 556,800 | $158.6M | 3.1% | +51,800+10.3% | Added | History |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,233,668 | $160.8M | 3.1% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 3,379,900 | $182.8M | 3.6% | −410,100−10.8% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $183.7M | 3.6% | +2,1250.0% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 620,500 | $212.2M | 4.1% | 00.0% | Unchanged | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | – | – | 00.0% | Unchanged | History |
Options (7)
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 |
|---|---|---|---|
| BAXBaxter International Inc | Stock | – | $13.7M |
| HUMHumana Inc | Stock | – | $11.2M |
| THCTenet Healthcare Corp | COM NEW | – | $8.14M |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | $5.14M | – |
| TGTXTG Therapeutics, Inc. | COM | – | $1.14M |
| MRSNMersana Therapeutics, Inc. | COM | – | $822.5K |
| NKTRNektar Therapeutics | COM | – | $296.2K |
Sold out since Q1 2023 (12)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| KDNYChinook Therapeutics, Inc. | COM | 2,029,300 | $47.0M | 0.9% | History |
| Bellus Health Inc New07987C204 | COM NEW | 5,108,900 | $36.8M | 0.7% | – |
| PGNYProgyny, Inc. | COM | 1,037,912 | $33.3M | 0.7% | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 813,500 | $23.9M | 0.5% | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 274,000 | $20.9M | 0.4% | – |
| RXSTRxSight, Inc. | COM | 1,202,833 | $20.1M | 0.4% | History |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $9.47M | 0.2% | – |
| PTGXProtagonist Therapeutics, Inc | COM | 301,000 | $6.92M | 0.1% | History |
| NTLAIntellia Therapeutics, Inc. | COM | 164,627 | $6.14M | 0.1% | History |
| MREOMereo BioPharma Group plc | SPON ADS | 7,747,891 | $5.48M | 0.1% | History |
| NKTRNektar Therapeutics | COM | 1,034,059 | $726.8K | <0.1% | History |
| SYRESpyre Therapeutics, Inc. | COM | 1,797,221 | $521.2K | <0.1% | History |