OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 109
- −11 vs. Q3 2023
- Portfolio value
- $4.99B
- +$671.3M (+15.5%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $124.5M | 2.5% | 00.0% | Unchanged | History |
| RYZBRayzeBio, Inc. | COM | 2,365,213 | $147.0M | 2.9% | −257,696−9.8% | Reduced | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,571,410 | $151.5M | 3.0% | −43,800−2.7% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $159.4M | 3.2% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 499,000 | $168.3M | 3.4% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 3,306,800 | $191.2M | 3.8% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 365,400 | $213.0M | 4.3% | +179,400+96.5% | Added | History |
| BIIBBiogen Inc. | COM | 827,600 | $214.2M | 4.3% | +270,800+48.6% | Added | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $340.0M | 6.8% | 00.0% | Unchanged | History |
Options (1)
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 |
|---|---|---|---|
| PFEPfizer Inc | Stock | – | $14.4M |
Sold out since Q3 2023 (25)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| MRTXMirati Therapeutics, Inc. | COM | 1,959,050 | $85.3M | 2.0% | History |
| BAXBaxter International Inc | Stock | 2,239,900 | $84.5M | 2.0% | History |
| CICigna Group | Stock | 231,500 | $66.2M | 1.5% | History |
| ABBVAbbVie Inc. | Stock | 330,000 | $49.2M | 1.1% | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 253,309 | $37.0M | 0.9% | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 266,400 | $30.8M | 0.7% | History |
| AKROAkero Therapeutics, Inc. | COM | 350,000 | $17.7M | 0.4% | History |
| VTYXVentyx Biosciences, Inc. | COM | 340,384 | $11.8M | 0.3% | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,914,479 | $10.2M | 0.2% | History |
| SGENSeagen Inc. | COM | 42,600 | $9.04M | 0.2% | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,595,000 | $8.98M | 0.2% | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 117,000 | $6.67M | 0.2% | History |
| KVUEKenvue Inc. | Stock | 312,404 | $6.27M | 0.1% | History |
| RLAYRelay Therapeutics, Inc. | COM | 501,966 | $4.22M | 0.1% | History |
| CUTRCutera Inc | COM | 603,100 | $3.63M | 0.1% | History |
| EPIXESSA Pharma Inc. | COM NEW | 842,366 | $2.60M | 0.1% | History |
| KRTXKaruna Therapeutics, Inc. | COM | 14,000 | $2.37M | 0.1% | History |
| TDOCTeladoc Health, Inc. | COM | 110,000 | $2.04M | <0.1% | History |
| BCABBioAtla, Inc. | COM | 1,009,279 | $1.72M | <0.1% | History |
| TARAProtara Therapeutics, Inc. | COM STK | 772,584 | $1.29M | <0.1% | History |
| SYBXSynlogic, Inc. | COM NEW | 401,998 | $1.13M | <0.1% | History |
| DMRADamora Therapeutics, Inc. | COM | 924,788 | $665.4K | <0.1% | History |
| XNCRXencor Inc | COM | 19,142 | $385.7K | <0.1% | History |
| ALTAltimmune, Inc. | COM NEW | 100,000 | $260.0K | <0.1% | History |
| HARPHarpoon Therapeutics, Inc. | COM NEW | 62,121 | $250.3K | <0.1% | History |