OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 111
- +2 vs. Q3 2024
- Portfolio value
- $4.82B
- −$648.8M (−11.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IRONDisc Medicine, Inc. | COM | 1,785,571 | $113.2M | 2.4% | 00.0% | Unchanged | History |
| ARGXArgenx SE | SPONSORED ADR | 189,700 | $116.7M | 2.4% | −14,800−7.2% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 963,400 | $117.1M | 2.4% | +8,900+0.9% | Added | History |
| SYKStryker Corp | Stock | 344,400 | $124.0M | 2.6% | 00.0% | Unchanged | History |
| NBIXNeurocrine Biosciences Inc | Stock | 938,120 | $128.1M | 2.7% | +635,900+210.4% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $179.1M | 3.7% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 401,700 | $209.7M | 4.4% | −32,100−7.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 337,600 | $260.6M | 5.4% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 3,160,300 | $282.3M | 5.9% | −112,700−3.4% | Reduced | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $334.0M | 6.9% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $401.1M | 8.3% | 00.0% | Unchanged | History |
Options (7)
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 |
|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | – | $18.5M |
| UHSUniversal Health Services Inc | CL B | – | $8.97M |
| PFEPfizer Inc | Stock | – | $6.63M |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | – | $4.07M |
| SIBNSI-BONE, Inc. | COM | – | $3.50M |
| THCTenet Healthcare Corp | COM NEW | – | $3.16M |
| CCCCC4 Therapeutics, Inc. | COM STK | – | $540.0K |
Sold out since Q3 2024 (17)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| AMGNAmgen Inc | Stock | 252,300 | $81.3M | 1.5% | History |
| ELVElevance Health, Inc. | Stock | 106,200 | $55.2M | 1.0% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 45,200 | $47.5M | 0.9% | History |
| EVHEvolent Health, Inc. | CL A | 1,665,115 | $47.1M | 0.9% | History |
| PCVXVaxcyte, Inc. | COM | 387,000 | $44.2M | 0.8% | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,925,300 | $37.1M | 0.7% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,270,400 | $36.6M | 0.7% | History |
| ICLRIcon PLC | COM | 123,900 | $35.6M | 0.7% | History |
| PHATPhathom Pharmaceuticals, Inc. | COM | 1,449,073 | $26.2M | 0.5% | History |
| APGEApogee Therapeutics, Inc. | COM | 379,130 | $22.3M | 0.4% | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 11,024,000 | $17.3M | 0.3% | History |
| BNTXBioNTech SE | SPONSORED ADS | 103,000 | $12.2M | 0.2% | History |
| ACADAcadia Pharmaceuticals Inc | COM | 764,600 | $11.8M | 0.2% | History |
| OSCROscar Health, Inc. | CL A | 351,618 | $7.46M | 0.1% | History |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 170,000 | $5.67M | 0.1% | History |
| TELATELA Bio, Inc. | COM | 2,161,185 | $5.47M | 0.1% | History |
| VIGLVigil Neuroscience, Inc. | COM | 448,891 | $1.53M | <0.1% | History |