OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 112
- +3 vs. Q4 2023
- Portfolio value
- $5.11B
- +$114.2M (+2.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 360,800 | $280.7M | 5.5% | −4,600−1.3% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $274.0M | 5.4% | +454,545+3.1% | Added | History |
| BSXBoston Scientific Corp | Stock | 3,273,000 | $224.2M | 4.4% | −33,800−1.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 493,100 | $196.8M | 3.9% | −5,900−1.2% | Reduced | History |
| BIIBBiogen Inc. | COM | 900,900 | $194.3M | 3.8% | +73,300+8.9% | Added | History |
| MRKMerck & Co., Inc. | Stock | 1,316,000 | $173.6M | 3.4% | +261,000+24.7% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 4,275,553 | $161.0M | 3.2% | +957,626+28.9% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $158.3M | 3.1% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 1,173,300 | $123.3M | 2.4% | −51,100−4.2% | Reduced | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,278,500 | $111.7M | 2.2% | −292,910−18.6% | Reduced | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 2,680,496 | $106.3M | 2.1% | +145,251+5.7% | Added | History |
| IRONDisc Medicine, Inc. | COM | 1,702,237 | $106.0M | 2.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 269,000 | $96.3M | 1.9% | 00.0% | Unchanged | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 9,240,887 | $94.4M | 1.8% | 00.0% | Unchanged | History |
| SRPTSarepta Therapeutics, Inc. | COM | 697,500 | $90.3M | 1.8% | 00.0% | Unchanged | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,013,033 | $87.3M | 1.7% | −51,764−2.5% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 168,100 | $87.2M | 1.7% | +26,600+18.8% | Added | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $85.5M | 1.7% | 00.0% | Unchanged | History |
| EVHEvolent Health, Inc. | CL A | 2,605,615 | $85.4M | 1.7% | −140,917−5.1% | Reduced | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,707,331 | $84.0M | 1.6% | −1,512,028−47.0% | Reduced | History |
| KROSKeros Therapeutics, Inc. | COM | 1,268,734 | $84.0M | 1.6% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 899,431 | $82.3M | 1.6% | −55,050−5.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 132,000 | $76.7M | 1.5% | −11,800−8.2% | Reduced | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,297,800 | $76.3M | 1.5% | +375,600+40.7% | Added | History |
| PCVXVaxcyte, Inc. | COM | 1,066,131 | $72.8M | 1.4% | −86,960−7.5% | Reduced | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,385,000 | $64.8M | 1.3% | −282,360−16.9% | Reduced | History |
| SRRKScholar Rock Holding Corp | COM | 3,574,632 | $63.5M | 1.2% | −670,368−15.8% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 151,600 | $59.7M | 1.2% | +67,000+79.2% | Added | History |
| ICLRIcon PLC | COM | 174,100 | $58.5M | 1.1% | +41,900+31.7% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 423,100 | $58.4M | 1.1% | −96,179−18.5% | Reduced | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 3,398,067 | $54.7M | 1.1% | −379,711−10.1% | Reduced | History |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $54.6M | 1.1% | 00.0% | Unchanged | History |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $54.1M | 1.1% | +3,027,328 | New | History |
| NPCENeuroPace Inc | COM | 4,003,967 | $52.9M | 1.0% | 00.0% | Unchanged | History |
| SIBNSI-BONE, Inc. | COM | 3,174,521 | $52.0M | 1.0% | +881,990+38.5% | Added | History |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $51.7M | 1.0% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 122,700 | $51.3M | 1.0% | −52,500−30.0% | Reduced | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $50.0M | 1.0% | 00.0% | Unchanged | History |
| CYTKCytokinetics Inc | COM NEW | 682,700 | $47.9M | 0.9% | +682,700 | New | History |
| APGEApogee Therapeutics, Inc. | COM | 718,901 | $47.8M | 0.9% | −559,000−43.7% | Reduced | History |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $44.3M | 0.9% | 00.0% | Unchanged | History |
| GERNGeron Corp | COM | 12,893,611 | $42.5M | 0.8% | +12,408,611+2,558.5% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,749,000 | $41.6M | 0.8% | 00.0% | Unchanged | History |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $38.4M | 0.8% | +2,252,987 | New | History |
| ESPREsperion Therapeutics, Inc. | COM | 13,708,731 | $36.7M | 0.7% | +13,708,731 | New | History |
| 0000000000 | Stock | 12,048,773 | $36.0M | 0.7% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 70,000 | $34.6M | 0.7% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 704,842 | $30.5M | 0.6% | +168,200+31.3% | Added | History |
| ALXOAlx Oncology Holdings Inc | COM | 2,717,970 | $30.3M | 0.6% | −377,030−12.2% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 675,872 | $29.1M | 0.6% | −842,243−55.5% | Reduced | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 460,512 | $28.1M | 0.6% | +460,512 | New | History |
| HRTXHeron Therapeutics, Inc. | COM | 10,111,550 | $28.0M | 0.5% | +4,182,959+70.6% | Added | History |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $27.9M | 0.5% | 00.0% | Unchanged | History |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $27.0M | 0.5% | 00.0% | Unchanged | History |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $26.9M | 0.5% | +3,125,000+37.6% | Added | History |
| MLYSMineralys Therapeutics, Inc. | COM | 2,021,424 | $26.1M | 0.5% | +2,021,424 | New | History |
| Avidity Biosciences, Inc.05370A108 | COM | 994,100 | $25.4M | 0.5% | +994,100 | New | – |
| XENEXenon Pharmaceuticals Inc. | COM | 550,000 | $23.7M | 0.5% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 22,800 | $21.9M | 0.4% | +9,300+68.9% | Added | History |
| KNTEKinnate Biopharma Inc. | COM | 8,009,729 | $21.3M | 0.4% | 00.0% | Unchanged | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 739,651 | $21.2M | 0.4% | +420,000+131.4% | Added | History |
| NMRANeumora Therapeutics, Inc. | COM | 1,500,000 | $20.6M | 0.4% | 00.0% | Unchanged | History |
| DYNDyne Therapeutics, Inc. | COM | 708,400 | $20.1M | 0.4% | +708,400 | New | History |
| MORFMorphic Holding, Inc. | COM | 558,500 | $19.7M | 0.4% | +285,100+104.3% | Added | History |
| DXCMDexcom Inc | COM | 140,300 | $19.5M | 0.4% | +67,100+91.7% | Added | History |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $18.9M | 0.4% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 1,769,708 | $18.6M | 0.4% | +226,301+14.7% | Added | History |
| VSTMVerastem, Inc. | COM NEW | 1,529,115 | $18.0M | 0.4% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 63,400 | $18.0M | 0.4% | −63,900−50.2% | Reduced | History |
| JBIOJade Biosciences, Inc. | COM | 565,374 | $16.7M | 0.3% | −191,556−25.3% | Reduced | History |
| TELATELA Bio, Inc. | COM | 2,835,542 | $16.1M | 0.3% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $15.6M | 0.3% | 00.0% | Unchanged | History |
| PASGPassage BIO, Inc. | COM | 10,124,576 | $13.7M | 0.3% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 768,638 | $12.6M | 0.2% | +768,638 | New | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $12.4M | 0.2% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 2,690,300 | $11.9M | 0.2% | −1,437,265−34.8% | Reduced | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $11.0M | 0.2% | 00.0% | Unchanged | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,870,456 | $10.3M | 0.2% | +1,870,456 | New | History |
| FATEFate Therapeutics Inc | COM | 1,355,352 | $9.95M | 0.2% | +827,272+156.7% | Added | History |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $9.92M | 0.2% | 00.0% | Unchanged | History |
| EXASExact Sciences Corp | COM | 140,400 | $9.70M | 0.2% | +140,400 | New | History |
| CGEMCullinan Therapeutics, Inc. | COM | 517,606 | $8.82M | 0.2% | −27,242−5.0% | Reduced | History |
| NKTXNkarta, Inc. | COM | 800,000 | $8.65M | 0.2% | +800,000 | New | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 3,542,000 | $8.50M | 0.2% | +3,542,000 | New | History |
| TXG10x Genomics, Inc. | CL A COM | 225,200 | $8.45M | 0.2% | +185,400+465.8% | Added | History |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $8.12M | 0.2% | 00.0% | Unchanged | History |
| CATXPerspective Therapeutics, Inc. | COM | 6,505,800 | $7.74M | 0.2% | +6,505,800 | New | History |
| CTMXCytomX Therapeutics, Inc. | COM | 3,544,578 | $7.73M | 0.2% | +3,544,578 | New | History |
| FOLDAmicus Therapeutics, Inc. | COM | 570,300 | $6.72M | 0.1% | −235,700−29.2% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 37,166 | $6.61M | 0.1% | −66,534−64.2% | Reduced | History |
| VIRVir Biotechnology, Inc. | COM | 640,000 | $6.48M | 0.1% | +539,000+533.7% | Added | History |
| APLMApollomics Inc. | CL A SHS | 8,565,456 | $6.42M | 0.1% | 00.0% | Unchanged | History |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $5.06M | 0.1% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 3,539,358 | $5.03M | 0.1% | 00.0% | Unchanged | History |
| ELEVElevation Acquisition Group Inc. | COM | 941,275 | $4.83M | 0.1% | −558,725−37.2% | Reduced | History |
| PGNYProgyny, Inc. | COM | 113,300 | $4.32M | 0.1% | +113,300 | New | History |
| ORICOric Pharmaceuticals, Inc. | COM | 287,100 | $3.95M | 0.1% | −235,868−45.1% | Reduced | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $3.58M | 0.1% | +2,000,000 | New | History |
| NXTCNextCure, Inc. | COM | 1,141,200 | $2.54M | <0.1% | −1,569,813−57.9% | Reduced | History |
| BOLTBolt Biotherapeutics, Inc. | COM | 1,541,000 | $2.16M | <0.1% | 00.0% | Unchanged | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2023 (17)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| RYZBRayzeBio, Inc. | COM | 2,365,213 | $147.0M | 2.9% | History |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 9,308,726 | $93.5M | 1.9% | – |
| UTHRUnited Therapeutics Corp | COM | 386,100 | $84.9M | 1.7% | History |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,713,600 | $71.7M | 1.4% | History |
| RCMR1 RCM Inc. | COM | 4,803,200 | $50.8M | 1.0% | History |
| HUMHumana Inc | Stock | 109,900 | $50.3M | 1.0% | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 4,707,458 | $38.3M | 0.8% | History |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,122,770 | $30.0M | 0.6% | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 79,400 | $15.2M | 0.3% | History |
| QUREuniQure N.V. | SHS | 1,347,900 | $9.13M | 0.2% | History |
| GILDGilead Sciences, Inc. | Stock | 100,000 | $8.10M | 0.2% | History |
| RAPTRAPT Therapeutics, Inc. | COM | 281,413 | $6.99M | 0.1% | History |
| ILMNIllumina, Inc. | COM | 30,300 | $4.22M | 0.1% | History |
| AMAMAmbrx Biopharma, Inc. | COM | 296,000 | $4.22M | 0.1% | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 58,800 | $2.33M | <0.1% | History |
| RCUSArcus Biosciences, Inc. | COM | 117,000 | $2.23M | <0.1% | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 45,000 | $1.00M | <0.1% | History |