OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 120
- +1 vs. Q2 2023
- Portfolio value
- $4.32B
- −$816.9M (−15.9%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BSXBoston Scientific Corp | Stock | 3,306,800 | $174.6M | 4.0% | −73,100−2.2% | Reduced | History |
| HUMHumana Inc | Stock | 342,500 | $166.6M | 3.9% | −6,200−1.8% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 499,000 | $145.9M | 3.4% | −121,500−19.6% | Reduced | History |
| BIIBBiogen Inc. | COM | 556,800 | $143.1M | 3.3% | 00.0% | Unchanged | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,615,210 | $142.9M | 3.3% | 00.0% | Unchanged | History |
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $122.9M | 2.8% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 1,055,000 | $108.6M | 2.5% | +1,055,000 | New | History |
| IRONDisc Medicine, Inc. | COM | 2,269,637 | $106.6M | 2.5% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 186,000 | $99.9M | 2.3% | 00.0% | Unchanged | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,169,500 | $98.4M | 2.3% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,968,588 | $91.8M | 2.1% | −210,000−5.0% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 401,900 | $90.8M | 2.1% | 00.0% | Unchanged | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,896,074 | $86.1M | 2.0% | −1,054,722−26.7% | Reduced | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,959,050 | $85.3M | 2.0% | +1,045,400+114.4% | Added | History |
| BAXBaxter International Inc | Stock | 2,239,900 | $84.5M | 2.0% | −1,135,100−33.6% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $83.5M | 1.9% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 1,224,400 | $80.7M | 1.9% | +263,900+27.5% | Added | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $80.4M | 1.9% | 00.0% | Unchanged | History |
| EVHEvolent Health, Inc. | CL A | 2,895,632 | $78.8M | 1.8% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 269,000 | $73.5M | 1.7% | −2,400−0.9% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 143,800 | $72.8M | 1.7% | −19,000−11.7% | Reduced | History |
| APLMApollomics Inc. | CL A SHS | 17,993,635 | $67.4M | 1.6% | +17,331,074+2,615.8% | Added | History |
| CICigna Group | Stock | 231,500 | $66.2M | 1.5% | +70,500+43.8% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 529,200 | $64.1M | 1.5% | −124,800−19.1% | Reduced | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 3,777,778 | $61.6M | 1.4% | 00.0% | Unchanged | History |
| RYZBRayzeBio, Inc. | COM | 2,622,909 | $58.2M | 1.3% | +2,622,909 | New | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 165,400 | $57.5M | 1.3% | 00.0% | Unchanged | History |
| SLRNACELYRIN, Inc. | COM | 5,326,302 | $54.2M | 1.3% | 00.0% | Unchanged | History |
| RCMR1 RCM Inc. | COM | 3,441,000 | $51.9M | 1.2% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 1,007,148 | $51.3M | 1.2% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 330,000 | $49.2M | 1.1% | +330,000 | New | History |
| SIBNSI-BONE, Inc. | COM | 2,292,531 | $48.7M | 1.1% | 00.0% | Unchanged | History |
| KROSKeros Therapeutics, Inc. | COM | 1,514,734 | $48.3M | 1.1% | 00.0% | Unchanged | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,260,500 | $47.9M | 1.1% | +350,300+38.5% | Added | History |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,713,600 | $47.6M | 1.1% | +479,932+2.8% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 415,900 | $46.8M | 1.1% | −73,100−14.9% | Reduced | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $46.7M | 1.1% | 00.0% | Unchanged | History |
| 0000000000 | Stock | 12,048,773 | $45.1M | 1.0% | +153,121+1.3% | Added | – |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $44.1M | 1.0% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 920,581 | $40.7M | 0.9% | −53,000−5.4% | Reduced | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,563,077 | $40.3M | 0.9% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $40.1M | 0.9% | 00.0% | Unchanged | History |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $39.6M | 0.9% | 00.0% | Unchanged | History |
| NPCENeuroPace Inc | COM | 4,012,281 | $39.0M | 0.9% | 00.0% | Unchanged | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $38.3M | 0.9% | 00.0% | Unchanged | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 253,309 | $37.0M | 0.9% | −68,260−21.2% | Reduced | History |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $36.9M | 0.9% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 70,000 | $35.3M | 0.8% | −174,000−71.3% | Reduced | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 9,240,887 | $34.9M | 0.8% | +500,000+5.7% | Added | History |
| AMGNAmgen Inc | Stock | 127,300 | $34.2M | 0.8% | 00.0% | Unchanged | History |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $33.7M | 0.8% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 3,317,927 | $33.4M | 0.8% | +481,541+17.0% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 958,793 | $32.8M | 0.8% | −137,207−12.5% | Reduced | History |
| ICLRIcon PLC | COM | 132,200 | $32.6M | 0.8% | +132,200 | New | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 266,400 | $30.8M | 0.7% | −50,000−15.8% | Reduced | History |
| APGEApogee Therapeutics, Inc. | COM | 1,427,901 | $30.4M | 0.7% | +1,427,901 | New | History |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 9,308,726 | $26.8M | 0.6% | +275,000+3.0% | Added | – |
| TELATELA Bio, Inc. | COM | 2,835,542 | $22.7M | 0.5% | 00.0% | Unchanged | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 4,707,458 | $21.4M | 0.5% | 00.0% | Unchanged | History |
| NMRANeumora Therapeutics, Inc. | COM | 1,500,000 | $21.2M | 0.5% | +1,500,000 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 1,518,115 | $20.8M | 0.5% | −238,685−13.6% | Reduced | History |
| RAPTRAPT Therapeutics, Inc. | COM | 1,244,945 | $20.7M | 0.5% | −6,125−0.5% | Reduced | History |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $19.2M | 0.4% | 00.0% | Unchanged | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,284,000 | $18.6M | 0.4% | −1,246,240−49.3% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 350,000 | $17.7M | 0.4% | +150,500+75.4% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 32,600 | $16.0M | 0.4% | 00.0% | Unchanged | History |
| SRRKScholar Rock Holding Corp | COM | 2,033,789 | $14.4M | 0.3% | +1,298,144+176.5% | Added | History |
| QUREuniQure N.V. | SHS | 2,064,455 | $13.9M | 0.3% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 3,186,166 | $13.8M | 0.3% | 00.0% | Unchanged | History |
| ALXOAlx Oncology Holdings Inc | COM | 2,871,000 | $13.8M | 0.3% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 583,642 | $13.4M | 0.3% | +583,642 | New | History |
| VSTMVerastem, Inc. | COM NEW | 1,529,115 | $12.4M | 0.3% | 00.0% | Unchanged | History |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $12.2M | 0.3% | +3,099,265 | New | History |
| IMTXImmatics N.V. | SHS | 1,050,200 | $12.2M | 0.3% | +83,371+8.6% | Added | History |
| VTYXVentyx Biosciences, Inc. | COM | 340,384 | $11.8M | 0.3% | −200,600−37.1% | Reduced | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 433,651 | $11.7M | 0.3% | +316,651+270.6% | Added | History |
| ACETAdicet Bio, Inc. | COM | 8,322,140 | $11.4M | 0.3% | 00.0% | Unchanged | History |
| KNTEKinnate Biopharma Inc. | COM | 8,009,729 | $11.2M | 0.3% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 13,500 | $11.1M | 0.3% | 00.0% | Unchanged | History |
| JBIOJade Biosciences, Inc. | COM | 756,930 | $10.3M | 0.2% | 00.0% | Unchanged | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,914,479 | $10.2M | 0.2% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $10.1M | 0.2% | 00.0% | Unchanged | History |
| SGENSeagen Inc. | COM | 42,600 | $9.04M | 0.2% | +42,600 | New | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,595,000 | $8.98M | 0.2% | −193,600−10.8% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 5,270,400 | $8.96M | 0.2% | 00.0% | Unchanged | History |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,122,770 | $8.12M | 0.2% | 00.0% | Unchanged | History |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $7.78M | 0.2% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 100,000 | $7.49M | 0.2% | 00.0% | Unchanged | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 117,000 | $6.67M | 0.2% | 00.0% | Unchanged | History |
| PASGPassage BIO, Inc. | COM | 10,124,576 | $6.66M | 0.2% | 00.0% | Unchanged | History |
| KZRKezar Life Sciences, Inc. | COM | 5,463,000 | $6.50M | 0.2% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 312,404 | $6.27M | 0.1% | +312,404 | New | History |
| NSPRInspireMD, Inc. | COM | 1,860,405 | $6.08M | 0.1% | 00.0% | Unchanged | History |
| ORICOric Pharmaceuticals, Inc. | COM | 893,668 | $5.41M | 0.1% | −274,800−23.5% | Reduced | History |
| CGEMCullinan Therapeutics, Inc. | COM | 544,848 | $4.93M | 0.1% | 00.0% | Unchanged | History |
| MORFMorphic Holding, Inc. | COM | 208,500 | $4.78M | 0.1% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 501,966 | $4.22M | 0.1% | +501,966 | New | History |
| Ys Biopharma Co LtdG9845F109 | ORDINARY SHARES | 4,541,422 | $3.63M | 0.1% | +242,957+5.7% | Added | – |
| CUTRCutera Inc | COM | 603,100 | $3.63M | 0.1% | +216,000+55.8% | Added | History |
| NXTCNextCure, Inc. | COM | 2,711,013 | $3.50M | 0.1% | 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.
Sold out since Q2 2023 (13)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 1,488,000 | $95.2M | 1.9% | History |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,156,561 | $87.7M | 1.7% | – |
| EWEdwards Lifesciences Corp | Stock | 515,000 | $48.6M | 0.9% | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 245,000 | $35.7M | 0.7% | History |
| TVTXTravere Therapeutics, Inc. | COM | 2,118,100 | $32.5M | 0.6% | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,391,628 | $24.2M | 0.5% | History |
| MRSNMersana Therapeutics, Inc. | COM | 7,214,937 | $23.7M | 0.5% | History |
| FOLDAmicus Therapeutics, Inc. | COM | 1,856,400 | $23.3M | 0.5% | History |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $19.0M | 0.4% | History |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $9.27M | 0.2% | – |
| GHRSGH Research PLC | ORDINARY SHARES | 736,315 | $8.74M | 0.2% | History |
| ALKSAlkermes plc. | SHS | 151,400 | $4.74M | 0.1% | History |
| RVNCRevance Therapeutics, Inc. | COM | 100,000 | $2.53M | <0.1% | History |