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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
108
−4 vs. Q1 2024
Portfolio value
$4.69B
−$416.7M (−8.2%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of OrbiMed Advisors LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
OMICSingular Genomics Systems, Inc.COM NEW18,023$152.3K<0.1%00.0%UnchangedConverted for a 1-for-30 splitHistory
XERSXeris Biopharma Holdings, Inc.COM80,420$180.9K<0.1%00.0%UnchangedHistory
TRAWTraws Pharma, Inc.COM NEW1,045,261$466.9K<0.1%+1,045,261NewHistory
Ys Biopharma Co LtdG9845F109ORDINARY SHARES1,404,280$909.8K<0.1%−130,150−8.5%Reduced–
KZRKezar Life Sciences, Inc.COM1,927,000$1.16M<0.1%00.0%UnchangedHistory
DVAXDynavax Technologies CorpCOM NEW113,500$1.27M<0.1%00.0%UnchangedHistory
VIGLVigil Neuroscience, Inc.COM448,891$1.80M<0.1%00.0%UnchangedHistory
APLMApollomics Inc.CL A SHS8,565,456$1.81M<0.1%00.0%UnchangedHistory
NXTCNextCure, Inc.COM1,141,200$1.81M<0.1%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM287,100$2.03M<0.1%00.0%UnchangedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,241,273$2.05M<0.1%−10.0%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM26,100$2.15M<0.1%−1,252,400−98.0%ReducedHistory
TGTXTG Therapeutics, Inc.COM133,200$2.37M0.1%+133,200NewHistory
ELEVElevation Acquisition Group Inc.COM941,275$2.54M0.1%00.0%UnchangedHistory
MISTMilestone Pharmaceuticals Inc.COM2,000,000$2.64M0.1%00.0%UnchangedHistory
IVVDInvivyd, Inc.COM2,425,800$2.67M0.1%−264,500−9.8%ReducedHistory
XFORX4 Pharmaceuticals, IncCOM7,133,515$4.14M0.1%00.0%UnchangedHistory
FATEFate Therapeutics IncCOM1,355,352$4.45M0.1%00.0%UnchangedHistory
VSTMVerastem, Inc.COM NEW1,529,115$4.56M0.1%00.0%UnchangedHistory
HLSQTessera Defense & Homeland Security Inc.COM13,773,653$4.63M0.1%+9,256,064+204.9%AddedHistory
NKTXNkarta, Inc.COM800,000$4.73M0.1%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS125,000$4.91M0.1%+125,000NewHistory
CATXPerspective Therapeutics, Inc.COM NEW492,670$4.91M0.1%+492,670NewHistory
NSPRInspireMD, Inc.COM2,133,405$5.32M0.1%00.0%UnchangedHistory
KRYSKrystal Biotech, Inc.COM29,966$5.50M0.1%−7,200−19.4%ReducedHistory
FOLDAmicus Therapeutics, Inc.COM570,300$5.66M0.1%00.0%UnchangedHistory
IMAImageneBio, Inc.COM3,539,358$5.84M0.1%00.0%UnchangedHistory
CCCCC4 Therapeutics, Inc.COM STK1,513,058$6.99M0.1%+1,513,058NewHistory
PGNYProgyny, Inc.COM259,900$7.44M0.2%+146,600+129.4%AddedHistory
PASGPassage BIO, Inc.COM10,124,576$8.04M0.2%00.0%UnchangedHistory
TSBXTurnstone Biologics Corp.COM3,099,265$8.12M0.2%00.0%UnchangedHistory
SRRKScholar Rock Holding CorpCOM1,074,382$8.95M0.2%−2,500,250−69.9%ReducedHistory
MRUSMerus N.V.COM156,100$9.24M0.2%+156,100NewHistory
LYELLyell Immunopharma, Inc.COM6,405,098$9.29M0.2%+6,205,598+3,110.6%AddedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW5,846,100$9.82M0.2%+2,304,100+65.1%AddedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,475,291$10.5M0.2%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$11.0M0.2%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM1,894,462$11.4M0.2%−823,508−30.3%ReducedHistory
TELATELA Bio, Inc.COM2,457,542$11.6M0.2%−378,000−13.3%ReducedHistory
TYRATyra Biosciences, Inc.COM768,638$12.3M0.3%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$12.4M0.3%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$12.6M0.3%00.0%UnchangedHistory
ADCTADC Therapeutics SASHS4,316,824$13.6M0.3%+4,316,824NewHistory
ACETAdicet Bio, Inc.COM11,447,140$13.9M0.3%00.0%UnchangedHistory
NMRANeumora Therapeutics, Inc.COM1,500,000$14.7M0.3%00.0%UnchangedHistory
APGEApogee Therapeutics, Inc.COM379,130$14.9M0.3%−339,771−47.3%ReducedHistory
SLRNACELYRIN, Inc.COM4,001,711$17.6M0.4%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM1,147,655$20.0M0.4%+630,049+121.7%AddedHistory
VIRVir Biotechnology, Inc.COM2,320,102$20.6M0.4%+1,680,102+262.5%AddedHistory
MORFMorphic Holding, Inc.COM612,500$20.9M0.4%+54,000+9.7%AddedHistory
CMPXCompass Therapeutics, Inc.COM22,362,850$22.4M0.5%00.0%UnchangedHistory
HRTXHeron Therapeutics, Inc.COM6,512,866$22.8M0.5%−3,598,684−35.6%ReducedHistory
IMTXImmatics N.V.SHS2,006,381$23.3M0.5%+236,673+13.4%AddedHistory
MLYSMineralys Therapeutics, Inc.COM2,021,424$23.7M0.5%00.0%UnchangedHistory
REGNRegeneron Pharmaceuticals, Inc.COM22,800$24.0M0.5%00.0%UnchangedHistory
SCPHscPharmaceuticals Inc.COM5,559,528$24.2M0.5%00.0%UnchangedHistory
VERAVera Therapeutics, Inc.CL A675,872$24.5M0.5%00.0%UnchangedHistory
DYNDyne Therapeutics, Inc.COM708,400$25.0M0.5%00.0%UnchangedHistory
NPCENeuroPace IncCOM3,406,335$25.8M0.5%−597,632−14.9%ReducedHistory
EXASExact Sciences CorpCOM672,416$28.4M0.6%+532,016+378.9%AddedHistory
Avidity Biosciences, Inc.05370A108COM706,475$28.9M0.6%−287,625−28.9%Reduced–
RYTMRhythm Pharmaceuticals, Inc.COM704,842$28.9M0.6%00.0%UnchangedHistory
0000000000Stock12,048,773$32.1M0.7%00.0%Unchanged–
DXCMDexcom IncCOM289,900$32.9M0.7%+149,600+106.6%AddedHistory
XENEXenon Pharmaceuticals Inc.COM862,362$33.6M0.7%+312,362+56.8%AddedHistory
GERNGeron CorpCOM8,930,252$37.9M0.8%−3,963,359−30.7%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM1,925,300$39.5M0.8%+176,300+10.1%AddedHistory
ITGRInteger Holdings CorpCOM349,221$40.4M0.9%+349,221NewHistory
QTTBQ32 Bio Inc.COM2,252,987$40.4M0.9%00.0%UnchangedHistory
VRNAVerona Pharma plcSPONSORED ADS2,861,801$41.4M0.9%−536,266−15.8%ReducedHistory
PRLDPrelude Therapeutics IncCOM10,909,256$41.6M0.9%00.0%UnchangedHistory
SIBNSI-BONE, Inc.COM3,229,977$41.8M0.9%+55,456+1.7%AddedHistory
AMGNAmgen IncStock134,900$42.1M0.9%+71,500+112.8%AddedHistory
CYTKCytokinetics IncCOM NEW812,906$44.0M0.9%+130,206+19.1%AddedHistory
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$46.1M1.0%00.0%UnchangedHistory
EVHEvolent Health, Inc.CL A2,605,615$49.8M1.1%00.0%UnchangedHistory
APLSApellis Pharmaceuticals, Inc.COM1,302,800$50.0M1.1%+5,000+0.4%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM7,619,135$51.9M1.1%00.0%UnchangedHistory
ICLRIcon PLCCOM174,100$54.6M1.2%00.0%UnchangedHistory
AVBPArriVent BioPharma, Inc.COM3,027,328$56.2M1.2%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock112,000$57.0M1.2%+42,000+60.0%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM1,280,800$57.4M1.2%−104,200−7.5%ReducedHistory
KROSKeros Therapeutics, Inc.COM1,268,734$58.0M1.2%00.0%UnchangedHistory
PCVXVaxcyte, Inc.COM795,900$60.1M1.3%−270,231−25.3%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM250,300$60.8M1.3%+250,300NewHistory
NBIXNeurocrine Biosciences IncStock448,200$61.7M1.3%+25,100+5.9%AddedHistory
SWTXSpringWorks Therapeutics, Inc.COM1,707,331$64.3M1.4%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock151,000$70.8M1.5%+28,300+23.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock132,000$73.0M1.6%00.0%UnchangedHistory
NTRANatera, Inc.COM687,500$74.4M1.6%−211,931−23.6%ReducedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$75.1M1.6%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM9,240,887$78.6M1.7%00.0%UnchangedHistory
IRONDisc Medicine, Inc.COM1,785,571$80.5M1.7%+83,334+4.9%AddedHistory
ARGXArgenx SESPONSORED ADR209,100$89.9M1.9%+57,500+37.9%AddedHistory
ELVElevance Health, Inc.Stock168,100$91.1M1.9%00.0%UnchangedHistory
SYKStryker CorpStock269,000$91.5M2.0%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM646,000$102.1M2.2%−51,500−7.4%ReducedHistory
IONSIonis Pharmaceuticals IncCOM2,372,333$113.1M2.4%+359,300+17.8%AddedHistory
JANXJanux Therapeutics, Inc.COM2,979,828$124.8M2.7%−1,295,725−30.3%ReducedHistory
THCTenet Healthcare CorpCOM NEW1,173,300$156.1M3.3%00.0%UnchangedHistory

Options (6)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of OrbiMed Advisors LLC in Q2 2024
SecurityClassPutsCalls
SOLVSolventum CorpStock–$10.6M
SRPTSarepta Therapeutics, Inc.COM–$7.90M
PFEPfizer IncStock–$7.00M
SIBNSI-BONE, Inc.COM–$3.23M
MRUSMerus N.V.COM–$2.96M
GERNGeron CorpCOM–$2.54M

Sold out since Q1 2024 (13)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
ALPNAlpine Immune Sciences, Inc.COM2,680,496$106.3M2.1%History
ESPREsperion Therapeutics, Inc.COM13,708,731$36.7M0.7%History
PRAXPraxis Precision Medicines, Inc.COM NEW460,512$28.1M0.6%History
KNTEKinnate Biopharma Inc.COM8,009,729$21.3M0.4%History
ARWRArrowhead Pharmaceuticals, Inc.COM739,651$21.2M0.4%History
JBIOJade Biosciences, Inc.COM565,374$16.7M0.3%History
VTYXVentyx Biosciences, Inc.COM1,870,456$10.3M0.2%History
TXG10x Genomics, Inc.CL A COM225,200$8.45M0.2%History
CATXPerspective Therapeutics, Inc.COM6,505,800$7.74M0.2%History
CTMXCytomX Therapeutics, Inc.COM3,544,578$7.73M0.2%History
BOLTBolt Biotherapeutics, Inc.COM1,541,000$2.16M<0.1%History
CALCCalciMedica, Inc.COM NEW297,380$1.24M<0.1%History
AFIBAcutus Medical, Inc.COM2,648,386$497.9K<0.1%History