OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 108
- −4 vs. Q1 2024
- Portfolio value
- $4.69B
- −$416.7M (−8.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 337,600 | $305.7M | 6.5% | −23,200−6.4% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $270.5M | 5.8% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 3,273,000 | $252.1M | 5.4% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 493,100 | $219.4M | 4.7% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 900,900 | $208.8M | 4.5% | 00.0% | Unchanged | History |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $186.0M | 4.0% | −1,038,800−11.5% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 1,316,000 | $162.9M | 3.5% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 1,173,300 | $156.1M | 3.3% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 2,979,828 | $124.8M | 2.7% | −1,295,725−30.3% | Reduced | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,372,333 | $113.1M | 2.4% | +359,300+17.8% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 646,000 | $102.1M | 2.2% | −51,500−7.4% | Reduced | History |
| SYKStryker Corp | Stock | 269,000 | $91.5M | 2.0% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 168,100 | $91.1M | 1.9% | 00.0% | Unchanged | History |
| ARGXArgenx SE | SPONSORED ADR | 209,100 | $89.9M | 1.9% | +57,500+37.9% | Added | History |
| IRONDisc Medicine, Inc. | COM | 1,785,571 | $80.5M | 1.7% | +83,334+4.9% | Added | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 9,240,887 | $78.6M | 1.7% | 00.0% | Unchanged | History |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $75.1M | 1.6% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 687,500 | $74.4M | 1.6% | −211,931−23.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 132,000 | $73.0M | 1.6% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 151,000 | $70.8M | 1.5% | +28,300+23.1% | Added | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,707,331 | $64.3M | 1.4% | 00.0% | Unchanged | History |
| NBIXNeurocrine Biosciences Inc | Stock | 448,200 | $61.7M | 1.3% | +25,100+5.9% | Added | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 250,300 | $60.8M | 1.3% | +250,300 | New | History |
| PCVXVaxcyte, Inc. | COM | 795,900 | $60.1M | 1.3% | −270,231−25.3% | Reduced | History |
| KROSKeros Therapeutics, Inc. | COM | 1,268,734 | $58.0M | 1.2% | 00.0% | Unchanged | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,280,800 | $57.4M | 1.2% | −104,200−7.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 112,000 | $57.0M | 1.2% | +42,000+60.0% | Added | History |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $56.2M | 1.2% | 00.0% | Unchanged | History |
| ICLRIcon PLC | COM | 174,100 | $54.6M | 1.2% | 00.0% | Unchanged | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $51.9M | 1.1% | 00.0% | Unchanged | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,302,800 | $50.0M | 1.1% | +5,000+0.4% | Added | History |
| EVHEvolent Health, Inc. | CL A | 2,605,615 | $49.8M | 1.1% | 00.0% | Unchanged | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $46.1M | 1.0% | 00.0% | Unchanged | History |
| CYTKCytokinetics Inc | COM NEW | 812,906 | $44.0M | 0.9% | +130,206+19.1% | Added | History |
| AMGNAmgen Inc | Stock | 134,900 | $42.1M | 0.9% | +71,500+112.8% | Added | History |
| SIBNSI-BONE, Inc. | COM | 3,229,977 | $41.8M | 0.9% | +55,456+1.7% | Added | History |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $41.6M | 0.9% | 00.0% | Unchanged | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 2,861,801 | $41.4M | 0.9% | −536,266−15.8% | Reduced | History |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $40.4M | 0.9% | 00.0% | Unchanged | History |
| ITGRInteger Holdings Corp | COM | 349,221 | $40.4M | 0.9% | +349,221 | New | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,925,300 | $39.5M | 0.8% | +176,300+10.1% | Added | History |
| GERNGeron Corp | COM | 8,930,252 | $37.9M | 0.8% | −3,963,359−30.7% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 862,362 | $33.6M | 0.7% | +312,362+56.8% | Added | History |
| DXCMDexcom Inc | COM | 289,900 | $32.9M | 0.7% | +149,600+106.6% | Added | History |
| 0000000000 | Stock | 12,048,773 | $32.1M | 0.7% | 00.0% | Unchanged | – |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 704,842 | $28.9M | 0.6% | 00.0% | Unchanged | History |
| Avidity Biosciences, Inc.05370A108 | COM | 706,475 | $28.9M | 0.6% | −287,625−28.9% | Reduced | – |
| EXASExact Sciences Corp | COM | 672,416 | $28.4M | 0.6% | +532,016+378.9% | Added | History |
| NPCENeuroPace Inc | COM | 3,406,335 | $25.8M | 0.5% | −597,632−14.9% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 708,400 | $25.0M | 0.5% | 00.0% | Unchanged | History |
| VERAVera Therapeutics, Inc. | CL A | 675,872 | $24.5M | 0.5% | 00.0% | Unchanged | History |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $24.2M | 0.5% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 22,800 | $24.0M | 0.5% | 00.0% | Unchanged | History |
| MLYSMineralys Therapeutics, Inc. | COM | 2,021,424 | $23.7M | 0.5% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 2,006,381 | $23.3M | 0.5% | +236,673+13.4% | Added | History |
| HRTXHeron Therapeutics, Inc. | COM | 6,512,866 | $22.8M | 0.5% | −3,598,684−35.6% | Reduced | History |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $22.4M | 0.5% | 00.0% | Unchanged | History |
| MORFMorphic Holding, Inc. | COM | 612,500 | $20.9M | 0.4% | +54,000+9.7% | Added | History |
| VIRVir Biotechnology, Inc. | COM | 2,320,102 | $20.6M | 0.4% | +1,680,102+262.5% | Added | History |
| CGEMCullinan Therapeutics, Inc. | COM | 1,147,655 | $20.0M | 0.4% | +630,049+121.7% | Added | History |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $17.6M | 0.4% | 00.0% | Unchanged | History |
| APGEApogee Therapeutics, Inc. | COM | 379,130 | $14.9M | 0.3% | −339,771−47.3% | Reduced | History |
| NMRANeumora Therapeutics, Inc. | COM | 1,500,000 | $14.7M | 0.3% | 00.0% | Unchanged | History |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $13.9M | 0.3% | 00.0% | Unchanged | History |
| ADCTADC Therapeutics SA | SHS | 4,316,824 | $13.6M | 0.3% | +4,316,824 | New | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $12.6M | 0.3% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $12.4M | 0.3% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 768,638 | $12.3M | 0.3% | 00.0% | Unchanged | History |
| TELATELA Bio, Inc. | COM | 2,457,542 | $11.6M | 0.2% | −378,000−13.3% | Reduced | History |
| ALXOAlx Oncology Holdings Inc | COM | 1,894,462 | $11.4M | 0.2% | −823,508−30.3% | Reduced | History |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $11.0M | 0.2% | 00.0% | Unchanged | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $10.5M | 0.2% | 00.0% | Unchanged | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 5,846,100 | $9.82M | 0.2% | +2,304,100+65.1% | Added | History |
| LYELLyell Immunopharma, Inc. | COM | 6,405,098 | $9.29M | 0.2% | +6,205,598+3,110.6% | Added | History |
| MRUSMerus N.V. | COM | 156,100 | $9.24M | 0.2% | +156,100 | New | History |
| SRRKScholar Rock Holding Corp | COM | 1,074,382 | $8.95M | 0.2% | −2,500,250−69.9% | Reduced | History |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $8.12M | 0.2% | 00.0% | Unchanged | History |
| PASGPassage BIO, Inc. | COM | 10,124,576 | $8.04M | 0.2% | 00.0% | Unchanged | History |
| PGNYProgyny, Inc. | COM | 259,900 | $7.44M | 0.2% | +146,600+129.4% | Added | History |
| CCCCC4 Therapeutics, Inc. | COM STK | 1,513,058 | $6.99M | 0.1% | +1,513,058 | New | History |
| IMAImageneBio, Inc. | COM | 3,539,358 | $5.84M | 0.1% | 00.0% | Unchanged | History |
| FOLDAmicus Therapeutics, Inc. | COM | 570,300 | $5.66M | 0.1% | 00.0% | Unchanged | History |
| KRYSKrystal Biotech, Inc. | COM | 29,966 | $5.50M | 0.1% | −7,200−19.4% | Reduced | History |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $5.32M | 0.1% | 00.0% | Unchanged | History |
| CATXPerspective Therapeutics, Inc. | COM NEW | 492,670 | $4.91M | 0.1% | +492,670 | New | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 125,000 | $4.91M | 0.1% | +125,000 | New | History |
| NKTXNkarta, Inc. | COM | 800,000 | $4.73M | 0.1% | 00.0% | Unchanged | History |
| HLSQTessera Defense & Homeland Security Inc. | COM | 13,773,653 | $4.63M | 0.1% | +9,256,064+204.9% | Added | History |
| VSTMVerastem, Inc. | COM NEW | 1,529,115 | $4.56M | 0.1% | 00.0% | Unchanged | History |
| FATEFate Therapeutics Inc | COM | 1,355,352 | $4.45M | 0.1% | 00.0% | Unchanged | History |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $4.14M | 0.1% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 2,425,800 | $2.67M | 0.1% | −264,500−9.8% | Reduced | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $2.64M | 0.1% | 00.0% | Unchanged | History |
| ELEVElevation Acquisition Group Inc. | COM | 941,275 | $2.54M | 0.1% | 00.0% | Unchanged | History |
| TGTXTG Therapeutics, Inc. | COM | 133,200 | $2.37M | 0.1% | +133,200 | New | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 26,100 | $2.15M | <0.1% | −1,252,400−98.0% | Reduced | History |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,241,273 | $2.05M | <0.1% | −10.0% | Reduced | History |
| ORICOric Pharmaceuticals, Inc. | COM | 287,100 | $2.03M | <0.1% | 00.0% | Unchanged | History |
| NXTCNextCure, Inc. | COM | 1,141,200 | $1.81M | <0.1% | 00.0% | Unchanged | History |
| APLMApollomics Inc. | CL A SHS | 8,565,456 | $1.81M | <0.1% | 00.0% | Unchanged | History |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2024 (13)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| ALPNAlpine Immune Sciences, Inc. | COM | 2,680,496 | $106.3M | 2.1% | History |
| ESPREsperion Therapeutics, Inc. | COM | 13,708,731 | $36.7M | 0.7% | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 460,512 | $28.1M | 0.6% | History |
| KNTEKinnate Biopharma Inc. | COM | 8,009,729 | $21.3M | 0.4% | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 739,651 | $21.2M | 0.4% | History |
| JBIOJade Biosciences, Inc. | COM | 565,374 | $16.7M | 0.3% | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,870,456 | $10.3M | 0.2% | History |
| TXG10x Genomics, Inc. | CL A COM | 225,200 | $8.45M | 0.2% | History |
| CATXPerspective Therapeutics, Inc. | COM | 6,505,800 | $7.74M | 0.2% | History |
| CTMXCytomX Therapeutics, Inc. | COM | 3,544,578 | $7.73M | 0.2% | History |
| BOLTBolt Biotherapeutics, Inc. | COM | 1,541,000 | $2.16M | <0.1% | History |
| CALCCalciMedica, Inc. | COM NEW | 297,380 | $1.24M | <0.1% | History |
| AFIBAcutus Medical, Inc. | COM | 2,648,386 | $497.9K | <0.1% | History |