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.
- Positions
- 109
- +1 vs. Q2 2024
- Portfolio value
- $5.46B
- +$774.6M (+16.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| THCTenet Healthcare Corp | COM NEW | 782,000 | $130.0M | 2.4% | −391,300−33.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 1,316,000 | $149.4M | 2.7% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 813,000 | $157.6M | 2.9% | −87,900−9.8% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $203.3M | 3.7% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 433,800 | $213.1M | 3.9% | −59,300−12.0% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 3,273,000 | $274.3M | 5.0% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 337,600 | $299.1M | 5.5% | 00.0% | Unchanged | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $340.0M | 6.2% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $400.9M | 7.3% | 00.0% | Unchanged | History |
Options (9)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| EVHEvolent Health, Inc. | CL A | – | $7.31M |
| MRNAModerna, Inc. | Stock | – | $6.68M |
| SRPTSarepta Therapeutics, Inc. | COM | – | $6.24M |
| SOLVSolventum Corp | Stock | – | $4.83M |
| Avidity Biosciences, Inc.05370A108 | COM | – | $4.59M |
| SIBNSI-BONE, Inc. | COM | – | $3.50M |
| FLNAFilana Therapeutics, Inc. | COM | $2.80M | – |
| GERNGeron Corp | COM | – | $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.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| VRNAVerona Pharma plc | SPONSORED ADS | 2,861,801 | $41.4M | 0.9% | History |
| GERNGeron Corp | COM | 8,930,252 | $37.9M | 0.8% | History |
| DXCMDexcom Inc | COM | 289,900 | $32.9M | 0.7% | History |
| HRTXHeron Therapeutics, Inc. | COM | 6,512,866 | $22.8M | 0.5% | History |
| MORFMorphic Holding, Inc. | COM | 612,500 | $20.9M | 0.4% | History |
| ALXOAlx Oncology Holdings Inc | COM | 1,894,462 | $11.4M | 0.2% | History |
| MRUSMerus N.V. | COM | 156,100 | $9.24M | 0.2% | History |
| PGNYProgyny, Inc. | COM | 259,900 | $7.44M | 0.2% | History |
| CATXPerspective Therapeutics, Inc. | COM NEW | 492,670 | $4.91M | 0.1% | History |
| TGTXTG Therapeutics, Inc. | COM | 133,200 | $2.37M | 0.1% | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 26,100 | $2.15M | <0.1% | History |
| ORICOric Pharmaceuticals, Inc. | COM | 287,100 | $2.03M | <0.1% | History |
| APLMApollomics Inc. | CL A SHS | 8,565,456 | $1.81M | <0.1% | History |
| DVAXDynavax Technologies Corp | COM NEW | 113,500 | $1.27M | <0.1% | History |
| Ys Biopharma Co LtdG9845F109 | ORDINARY SHARES | 1,404,280 | $909.8K | <0.1% | – |
| OMICSingular Genomics Systems, Inc. | COM NEW | 18,023 | $152.3K | <0.1% | History |