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 |
|---|---|---|---|---|---|---|---|
| ALPNAlpine Immune Sciences, Inc. | COM | 2,680,496 | $106.3M | 2.1% | +145,251+5.7% | Added | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,278,500 | $111.7M | 2.2% | −292,910−18.6% | Reduced | History |
| THCTenet Healthcare Corp | COM NEW | 1,173,300 | $123.3M | 2.4% | −51,100−4.2% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $158.3M | 3.1% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 4,275,553 | $161.0M | 3.2% | +957,626+28.9% | Added | History |
| MRKMerck & Co., Inc. | Stock | 1,316,000 | $173.6M | 3.4% | +261,000+24.7% | Added | History |
| BIIBBiogen Inc. | COM | 900,900 | $194.3M | 3.8% | +73,300+8.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 493,100 | $196.8M | 3.9% | −5,900−1.2% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 3,273,000 | $224.2M | 4.4% | −33,800−1.0% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $274.0M | 5.4% | +454,545+3.1% | Added | History |
| LLYEli Lilly & Co | Stock | 360,800 | $280.7M | 5.5% | −4,600−1.3% | Reduced | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | – | – | 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 |