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Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
109
+1 vs. Q2 2024
Portfolio value
$5.46B
+$774.6M (+16.5%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of OrbiMed Advisors LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
EWTXEdgewise Therapeutics, Inc.COM15,021,721$400.9M7.3%00.0%UnchangedHistory
SVASinovac Biotech LtdSHS2,718,735$340.0M6.2%00.0%UnchangedHistory
LLYEli Lilly & CoStock337,600$299.1M5.5%00.0%UnchangedHistory
BSXBoston Scientific CorpStock3,273,000$274.3M5.0%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW433,800$213.1M3.9%−59,300−12.0%ReducedHistory
ELVNEnliven Therapeutics, Inc.COM7,959,538$203.3M3.7%00.0%UnchangedHistory
BIIBBiogen Inc.COM813,000$157.6M2.9%−87,900−9.8%ReducedHistory
MRKMerck & Co., Inc.Stock1,316,000$149.4M2.7%00.0%UnchangedHistory
THCTenet Healthcare CorpCOM NEW782,000$130.0M2.4%−391,300−33.4%ReducedHistory
SYKStryker CorpStock344,400$124.4M2.3%+75,400+28.0%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM8,288,510$120.2M2.2%−952,377−10.3%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM954,500$119.2M2.2%+308,500+47.8%AddedHistory
ARGXArgenx SESPONSORED ADR204,500$110.9M2.0%−4,600−2.2%ReducedHistory
UNHUnitedHealth Group IncStock179,000$104.7M1.9%+67,000+59.8%AddedHistory
QTTBQ32 Bio Inc.COM2,252,987$100.5M1.8%00.0%UnchangedHistory
MBXMBX Biosciences, Inc.COM3,812,215$99.0M1.8%+3,812,215NewHistory
IONSIonis Pharmaceuticals IncCOM2,324,447$93.1M1.7%−47,886−2.0%ReducedHistory
IRONDisc Medicine, Inc.COM1,785,571$87.7M1.6%00.0%UnchangedHistory
NTRANatera, Inc.COM687,500$87.3M1.6%00.0%UnchangedHistory
AMGNAmgen IncStock252,300$81.3M1.5%+117,400+87.0%AddedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$78.3M1.4%00.0%UnchangedHistory
ITGRInteger Holdings CorpCOM575,000$74.8M1.4%+225,779+64.7%AddedHistory
AVBPArriVent BioPharma, Inc.COM3,027,328$71.1M1.3%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock151,000$70.2M1.3%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM250,300$68.8M1.3%00.0%UnchangedHistory
TERNTerns Pharmaceuticals, Inc.COM7,562,971$63.1M1.2%−56,164−0.7%ReducedHistory
KROSKeros Therapeutics, Inc.COM1,018,734$59.2M1.1%−250,000−19.7%ReducedHistory
JANXJanux Therapeutics, Inc.COM1,258,566$57.2M1.0%−1,721,262−57.8%ReducedHistory
ELVElevance Health, Inc.Stock106,200$55.2M1.0%−61,900−36.8%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM1,050,055$53.7M1.0%−230,745−18.0%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock84,400$52.2M1.0%−47,600−36.1%ReducedHistory
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$49.4M0.9%00.0%UnchangedHistory
Avidity Biosciences, Inc.05370A108COM1,044,805$48.0M0.9%+338,330+47.9%Added–
REGNRegeneron Pharmaceuticals, Inc.COM45,200$47.5M0.9%+22,400+98.2%AddedHistory
EVHEvolent Health, Inc.CL A1,665,115$47.1M0.9%−940,500−36.1%ReducedHistory
EXASExact Sciences CorpCOM679,816$46.3M0.8%+7,400+1.1%AddedHistory
SIBNSI-BONE, Inc.COM3,305,801$46.2M0.8%+75,824+2.3%AddedHistory
SWTXSpringWorks Therapeutics, Inc.COM1,390,631$44.6M0.8%−316,700−18.5%ReducedHistory
PCVXVaxcyte, Inc.COM387,000$44.2M0.8%−408,900−51.4%ReducedHistory
CMPXCompass Therapeutics, Inc.COM22,362,850$41.1M0.8%00.0%UnchangedHistory
CYTKCytokinetics IncCOM NEW766,906$40.5M0.7%−46,000−5.7%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM1,925,300$37.1M0.7%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$36.7M0.7%00.0%UnchangedHistory
APLSApellis Pharmaceuticals, Inc.COM1,270,400$36.6M0.7%−32,400−2.5%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM911,420$35.9M0.7%+49,058+5.7%AddedHistory
UHSUniversal Health Services IncCL B156,000$35.7M0.7%+156,000NewHistory
ICLRIcon PLCCOM123,900$35.6M0.7%−50,200−28.8%ReducedHistory
NBIXNeurocrine Biosciences IncStock302,220$34.8M0.6%−145,980−32.6%ReducedHistory
VERAVera Therapeutics, Inc.CL A675,872$29.9M0.5%00.0%UnchangedHistory
BIOABioAge Labs, Inc.COM1,423,470$29.6M0.5%+1,423,470NewHistory
SCPHscPharmaceuticals Inc.COM6,059,528$27.6M0.5%+500,000+9.0%AddedHistory
VIRVir Biotechnology, Inc.COM3,573,000$26.8M0.5%+1,252,898+54.0%AddedHistory
PHATPhathom Pharmaceuticals, Inc.COM1,449,073$26.2M0.5%+1,449,073NewHistory
CGONCG Oncology, Inc.COM691,114$26.1M0.5%+691,114NewHistory
DYNDyne Therapeutics, Inc.COM708,400$25.4M0.5%00.0%UnchangedHistory
CCCCC4 Therapeutics, Inc.COM STK4,377,900$25.0M0.5%+2,864,842+189.3%AddedHistory
MLYSMineralys Therapeutics, Inc.COM2,002,939$24.3M0.4%−18,485−0.9%ReducedHistory
NPCENeuroPace IncCOM3,406,335$23.7M0.4%00.0%UnchangedHistory
IMTXImmatics N.V.SHS2,006,381$22.9M0.4%00.0%UnchangedHistory
RYTMRhythm Pharmaceuticals, Inc.COM435,900$22.8M0.4%−268,942−38.2%ReducedHistory
0000000000Stock12,048,773$22.8M0.4%00.0%Unchanged–
PRLDPrelude Therapeutics IncCOM10,909,256$22.6M0.4%00.0%UnchangedHistory
APGEApogee Therapeutics, Inc.COM379,130$22.3M0.4%00.0%UnchangedHistory
NMRANeumora Therapeutics, Inc.COM1,500,000$19.8M0.4%00.0%UnchangedHistory
SLRNACELYRIN, Inc.COM4,001,711$19.7M0.4%00.0%UnchangedHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW912,552$18.8M0.3%+912,552NewHistory
TYRATyra Biosciences, Inc.COM768,638$18.1M0.3%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM1,070,055$17.9M0.3%−77,600−6.8%ReducedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW11,024,000$17.3M0.3%+5,177,900+88.6%AddedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS383,705$16.8M0.3%+258,705+207.0%AddedHistory
ACETAdicet Bio, Inc.COM11,447,140$16.5M0.3%00.0%UnchangedHistory
MEDPMedpace Holdings, Inc.COM44,900$15.0M0.3%+44,900NewHistory
ADCTADC Therapeutics SASHS4,533,801$14.3M0.3%+216,977+5.0%AddedHistory
GILDGilead Sciences, Inc.Stock151,700$12.7M0.2%+151,700NewHistory
BNTXBioNTech SESPONSORED ADS103,000$12.2M0.2%+103,000NewHistory
ACADAcadia Pharmaceuticals IncCOM764,600$11.8M0.2%+764,600NewHistory
RPTXRepare Therapeutics Inc.COM3,322,488$11.4M0.2%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$10.9M0.2%00.0%UnchangedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,475,291$9.65M0.2%00.0%UnchangedHistory
AVTXAvalo Therapeutics, Inc.COM NEW967,000$9.19M0.2%+967,000NewHistory
VSTMVerastem, Inc.COM NEW2,862,448$8.56M0.2%+1,333,333+87.2%AddedHistory
LYELLyell Immunopharma, Inc.COM6,086,001$8.40M0.2%−319,097−5.0%ReducedHistory
OSCROscar Health, Inc.CL A351,618$7.46M0.1%+351,618NewHistory
BCAXBicara Therapeutics Inc.COM271,910$6.93M0.1%+271,910NewHistory
PASGPassage BIO, Inc.COM9,822,876$6.88M0.1%−301,700−3.0%ReducedHistory
PEPGPepGen Inc.COM797,358$6.82M0.1%+797,358NewHistory
NKTXNkarta, Inc.COM1,480,600$6.69M0.1%+680,600+85.1%AddedHistory
IMAImageneBio, Inc.COM3,539,358$6.12M0.1%00.0%UnchangedHistory
FOLDAmicus Therapeutics, Inc.COM570,300$6.09M0.1%00.0%UnchangedHistory
SRRKScholar Rock Holding CorpCOM742,300$5.95M0.1%−332,082−30.9%ReducedHistory
FATEFate Therapeutics IncCOM1,680,580$5.88M0.1%+325,228+24.0%AddedHistory
NSPRInspireMD, Inc.COM2,133,405$5.72M0.1%00.0%UnchangedHistory
LBPHLongboard Pharmaceuticals, Inc.COM170,000$5.67M0.1%+170,000NewHistory
TELATELA Bio, Inc.COM2,161,185$5.47M0.1%−296,357−12.1%ReducedHistory
XFORX4 Pharmaceuticals, IncCOM7,133,515$4.77M0.1%00.0%UnchangedHistory
KRYSKrystal Biotech, Inc.COM23,500$4.28M0.1%−6,466−21.6%ReducedHistory
ARDTArdent Health, Inc.COM206,000$3.79M0.1%+206,000NewHistory
TRAWTraws Pharma, Inc.COM NEW605,531$3.56M0.1%+563,721+1,348.3%AddedConverted for a 1-for-25 splitHistory
MISTMilestone Pharmaceuticals Inc.COM2,000,000$3.04M0.1%00.0%UnchangedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS1,741,273$2.73M0.1%−500,000−22.3%ReducedHistory

Options (9)

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 Q3 2024
SecurityClassPutsCalls
EVHEvolent Health, Inc.CL A–$7.31M
MRNAModerna, Inc.Stock–$6.68M
SRPTSarepta Therapeutics, Inc.COM–$6.24M
SOLVSolventum CorpStock–$4.83M
Avidity Biosciences, Inc.05370A108COM–$4.59M
SIBNSI-BONE, Inc.COM–$3.50M
FLNAFilana Therapeutics, Inc.COM$2.80M–
GERNGeron CorpCOM–$1.82M
CCCCC4 Therapeutics, Inc.COM STK–$855.0K

Sold out since Q2 2024 (16)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
VRNAVerona Pharma plcSPONSORED ADS2,861,801$41.4M0.9%History
GERNGeron CorpCOM8,930,252$37.9M0.8%History
DXCMDexcom IncCOM289,900$32.9M0.7%History
HRTXHeron Therapeutics, Inc.COM6,512,866$22.8M0.5%History
MORFMorphic Holding, Inc.COM612,500$20.9M0.4%History
ALXOAlx Oncology Holdings IncCOM1,894,462$11.4M0.2%History
MRUSMerus N.V.COM156,100$9.24M0.2%History
PGNYProgyny, Inc.COM259,900$7.44M0.2%History
CATXPerspective Therapeutics, Inc.COM NEW492,670$4.91M0.1%History
TGTXTG Therapeutics, Inc.COM133,200$2.37M0.1%History
BMRNBiomarin Pharmaceutical IncCOM26,100$2.15M<0.1%History
ORICOric Pharmaceuticals, Inc.COM287,100$2.03M<0.1%History
APLMApollomics Inc.CL A SHS8,565,456$1.81M<0.1%History
DVAXDynavax Technologies CorpCOM NEW113,500$1.27M<0.1%History
Ys Biopharma Co LtdG9845F109ORDINARY SHARES1,404,280$909.8K<0.1%–
OMICSingular Genomics Systems, Inc.COM NEW18,023$152.3K<0.1%History