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 |
|---|---|---|---|---|---|---|---|
| XERSXeris Biopharma Holdings, Inc. | COM | 80,420 | $177.7K | <0.1% | +80,420 | New | History |
| OMICSingular Genomics Systems, Inc. | COM | 540,697 | $278.0K | <0.1% | 00.0% | Unchanged | History |
| LYELLyell Immunopharma, Inc. | COM | 199,500 | $444.9K | <0.1% | +199,500 | New | History |
| AFIBAcutus Medical, Inc. | COM | 2,648,386 | $497.9K | <0.1% | 00.0% | Unchanged | History |
| Ys Biopharma Co LtdG9845F109 | ORDINARY SHARES | 1,534,430 | $1.10M | <0.1% | −1,701,881−52.6% | Reduced | – |
| CALCCalciMedica, Inc. | COM NEW | 297,380 | $1.24M | <0.1% | 00.0% | Unchanged | History |
| DVAXDynavax Technologies Corp | COM NEW | 113,500 | $1.41M | <0.1% | +113,500 | New | History |
| VIGLVigil Neuroscience, Inc. | COM | 448,891 | $1.53M | <0.1% | 00.0% | Unchanged | History |
| KZRKezar Life Sciences, Inc. | COM | 1,927,000 | $1.74M | <0.1% | 00.0% | Unchanged | History |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,241,274 | $1.75M | <0.1% | 00.0% | Unchanged | History |
| HLSQTessera Defense & Homeland Security Inc. | COM | 4,517,589 | $2.03M | <0.1% | 00.0% | Unchanged | History |
| BOLTBolt Biotherapeutics, Inc. | COM | 1,541,000 | $2.16M | <0.1% | 00.0% | Unchanged | History |
| NXTCNextCure, Inc. | COM | 1,141,200 | $2.54M | <0.1% | −1,569,813−57.9% | Reduced | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $3.58M | 0.1% | +2,000,000 | New | History |
| ORICOric Pharmaceuticals, Inc. | COM | 287,100 | $3.95M | 0.1% | −235,868−45.1% | Reduced | History |
| PGNYProgyny, Inc. | COM | 113,300 | $4.32M | 0.1% | +113,300 | New | History |
| ELEVElevation Acquisition Group Inc. | COM | 941,275 | $4.83M | 0.1% | −558,725−37.2% | Reduced | History |
| IMAImageneBio, Inc. | COM | 3,539,358 | $5.03M | 0.1% | 00.0% | Unchanged | History |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $5.06M | 0.1% | 00.0% | Unchanged | History |
| APLMApollomics Inc. | CL A SHS | 8,565,456 | $6.42M | 0.1% | 00.0% | Unchanged | History |
| VIRVir Biotechnology, Inc. | COM | 640,000 | $6.48M | 0.1% | +539,000+533.7% | Added | History |
| KRYSKrystal Biotech, Inc. | COM | 37,166 | $6.61M | 0.1% | −66,534−64.2% | Reduced | History |
| FOLDAmicus Therapeutics, Inc. | COM | 570,300 | $6.72M | 0.1% | −235,700−29.2% | Reduced | History |
| CTMXCytomX Therapeutics, Inc. | COM | 3,544,578 | $7.73M | 0.2% | +3,544,578 | New | History |
| CATXPerspective Therapeutics, Inc. | COM | 6,505,800 | $7.74M | 0.2% | +6,505,800 | New | History |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $8.12M | 0.2% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 225,200 | $8.45M | 0.2% | +185,400+465.8% | Added | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 3,542,000 | $8.50M | 0.2% | +3,542,000 | New | History |
| NKTXNkarta, Inc. | COM | 800,000 | $8.65M | 0.2% | +800,000 | New | History |
| CGEMCullinan Therapeutics, Inc. | COM | 517,606 | $8.82M | 0.2% | −27,242−5.0% | Reduced | History |
| EXASExact Sciences Corp | COM | 140,400 | $9.70M | 0.2% | +140,400 | New | History |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $9.92M | 0.2% | 00.0% | Unchanged | History |
| FATEFate Therapeutics Inc | COM | 1,355,352 | $9.95M | 0.2% | +827,272+156.7% | Added | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,870,456 | $10.3M | 0.2% | +1,870,456 | New | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $11.0M | 0.2% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 2,690,300 | $11.9M | 0.2% | −1,437,265−34.8% | Reduced | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $12.4M | 0.2% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 768,638 | $12.6M | 0.2% | +768,638 | New | History |
| PASGPassage BIO, Inc. | COM | 10,124,576 | $13.7M | 0.3% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $15.6M | 0.3% | 00.0% | Unchanged | History |
| TELATELA Bio, Inc. | COM | 2,835,542 | $16.1M | 0.3% | 00.0% | Unchanged | History |
| JBIOJade Biosciences, Inc. | COM | 565,374 | $16.7M | 0.3% | −191,556−25.3% | Reduced | History |
| AMGNAmgen Inc | Stock | 63,400 | $18.0M | 0.4% | −63,900−50.2% | Reduced | History |
| VSTMVerastem, Inc. | COM NEW | 1,529,115 | $18.0M | 0.4% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 1,769,708 | $18.6M | 0.4% | +226,301+14.7% | Added | History |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $18.9M | 0.4% | 00.0% | Unchanged | History |
| DXCMDexcom Inc | COM | 140,300 | $19.5M | 0.4% | +67,100+91.7% | Added | History |
| MORFMorphic Holding, Inc. | COM | 558,500 | $19.7M | 0.4% | +285,100+104.3% | Added | History |
| DYNDyne Therapeutics, Inc. | COM | 708,400 | $20.1M | 0.4% | +708,400 | New | History |
| NMRANeumora Therapeutics, Inc. | COM | 1,500,000 | $20.6M | 0.4% | 00.0% | Unchanged | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 739,651 | $21.2M | 0.4% | +420,000+131.4% | Added | History |
| KNTEKinnate Biopharma Inc. | COM | 8,009,729 | $21.3M | 0.4% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 22,800 | $21.9M | 0.4% | +9,300+68.9% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 550,000 | $23.7M | 0.5% | 00.0% | Unchanged | History |
| Avidity Biosciences, Inc.05370A108 | COM | 994,100 | $25.4M | 0.5% | +994,100 | New | – |
| MLYSMineralys Therapeutics, Inc. | COM | 2,021,424 | $26.1M | 0.5% | +2,021,424 | New | History |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $26.9M | 0.5% | +3,125,000+37.6% | Added | History |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $27.0M | 0.5% | 00.0% | Unchanged | History |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $27.9M | 0.5% | 00.0% | Unchanged | History |
| HRTXHeron Therapeutics, Inc. | COM | 10,111,550 | $28.0M | 0.5% | +4,182,959+70.6% | Added | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 460,512 | $28.1M | 0.6% | +460,512 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 675,872 | $29.1M | 0.6% | −842,243−55.5% | Reduced | History |
| ALXOAlx Oncology Holdings Inc | COM | 2,717,970 | $30.3M | 0.6% | −377,030−12.2% | Reduced | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 704,842 | $30.5M | 0.6% | +168,200+31.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 70,000 | $34.6M | 0.7% | 00.0% | Unchanged | History |
| 0000000000 | Stock | 12,048,773 | $36.0M | 0.7% | 00.0% | Unchanged | – |
| ESPREsperion Therapeutics, Inc. | COM | 13,708,731 | $36.7M | 0.7% | +13,708,731 | New | History |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $38.4M | 0.8% | +2,252,987 | New | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,749,000 | $41.6M | 0.8% | 00.0% | Unchanged | History |
| GERNGeron Corp | COM | 12,893,611 | $42.5M | 0.8% | +12,408,611+2,558.5% | Added | History |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $44.3M | 0.9% | 00.0% | Unchanged | History |
| APGEApogee Therapeutics, Inc. | COM | 718,901 | $47.8M | 0.9% | −559,000−43.7% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 682,700 | $47.9M | 0.9% | +682,700 | New | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $50.0M | 1.0% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 122,700 | $51.3M | 1.0% | −52,500−30.0% | Reduced | History |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $51.7M | 1.0% | 00.0% | Unchanged | History |
| SIBNSI-BONE, Inc. | COM | 3,174,521 | $52.0M | 1.0% | +881,990+38.5% | Added | History |
| NPCENeuroPace Inc | COM | 4,003,967 | $52.9M | 1.0% | 00.0% | Unchanged | History |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $54.1M | 1.1% | +3,027,328 | New | History |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $54.6M | 1.1% | 00.0% | Unchanged | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 3,398,067 | $54.7M | 1.1% | −379,711−10.1% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 423,100 | $58.4M | 1.1% | −96,179−18.5% | Reduced | History |
| ICLRIcon PLC | COM | 174,100 | $58.5M | 1.1% | +41,900+31.7% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 151,600 | $59.7M | 1.2% | +67,000+79.2% | Added | History |
| SRRKScholar Rock Holding Corp | COM | 3,574,632 | $63.5M | 1.2% | −670,368−15.8% | Reduced | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,385,000 | $64.8M | 1.3% | −282,360−16.9% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 1,066,131 | $72.8M | 1.4% | −86,960−7.5% | Reduced | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,297,800 | $76.3M | 1.5% | +375,600+40.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 132,000 | $76.7M | 1.5% | −11,800−8.2% | Reduced | History |
| NTRANatera, Inc. | COM | 899,431 | $82.3M | 1.6% | −55,050−5.8% | Reduced | History |
| KROSKeros Therapeutics, Inc. | COM | 1,268,734 | $84.0M | 1.6% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,707,331 | $84.0M | 1.6% | −1,512,028−47.0% | Reduced | History |
| EVHEvolent Health, Inc. | CL A | 2,605,615 | $85.4M | 1.7% | −140,917−5.1% | Reduced | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $85.5M | 1.7% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 168,100 | $87.2M | 1.7% | +26,600+18.8% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,013,033 | $87.3M | 1.7% | −51,764−2.5% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 697,500 | $90.3M | 1.8% | 00.0% | Unchanged | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 9,240,887 | $94.4M | 1.8% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 269,000 | $96.3M | 1.9% | 00.0% | Unchanged | History |
| IRONDisc Medicine, Inc. | COM | 1,702,237 | $106.0M | 2.1% | 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 |