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 |
|---|---|---|---|---|---|---|---|
| EVHEvolent Health, Inc. | CL A | 2,895,632 | $78.8M | 1.8% | 00.0% | Unchanged | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $80.4M | 1.9% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 1,224,400 | $80.7M | 1.9% | +263,900+27.5% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $83.5M | 1.9% | 00.0% | Unchanged | History |
| BAXBaxter International Inc | Stock | 2,239,900 | $84.5M | 2.0% | −1,135,100−33.6% | Reduced | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,959,050 | $85.3M | 2.0% | +1,045,400+114.4% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,896,074 | $86.1M | 2.0% | −1,054,722−26.7% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 401,900 | $90.8M | 2.1% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,968,588 | $91.8M | 2.1% | −210,000−5.0% | Reduced | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,169,500 | $98.4M | 2.3% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 186,000 | $99.9M | 2.3% | 00.0% | Unchanged | History |
| IRONDisc Medicine, Inc. | COM | 2,269,637 | $106.6M | 2.5% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 1,055,000 | $108.6M | 2.5% | +1,055,000 | New | History |
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $122.9M | 2.8% | 00.0% | Unchanged | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,615,210 | $142.9M | 3.3% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 556,800 | $143.1M | 3.3% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 499,000 | $145.9M | 3.4% | −121,500−19.6% | Reduced | History |
| HUMHumana Inc | Stock | 342,500 | $166.6M | 3.9% | −6,200−1.8% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 3,306,800 | $174.6M | 4.0% | −73,100−2.2% | Reduced | 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.
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 |