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 |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 1,316,000 | $162.9M | 3.5% | 00.0% | Unchanged | History |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $186.0M | 4.0% | −1,038,800−11.5% | Reduced | History |
| BIIBBiogen Inc. | COM | 900,900 | $208.8M | 4.5% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 493,100 | $219.4M | 4.7% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 3,273,000 | $252.1M | 5.4% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $270.5M | 5.8% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 337,600 | $305.7M | 6.5% | −23,200−6.4% | Reduced | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | – | – | 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 |