OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 106
- −5 vs. Q4 2024
- Portfolio value
- $4.16B
- −$652.4M (−13.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $334.0M | 8.0% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $330.5M | 7.9% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 2,813,200 | $283.8M | 6.8% | −347,100−11.0% | Reduced | History |
| LLYEli Lilly & Co | Stock | 337,600 | $278.8M | 6.7% | 00.0% | Unchanged | History |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $156.6M | 3.8% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 291,000 | $144.1M | 3.5% | −110,700−27.6% | Reduced | History |
| SYKStryker Corp | Stock | 359,200 | $133.7M | 3.2% | +14,800+4.3% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 206,700 | $122.3M | 2.9% | +17,000+9.0% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 1,532,000 | $111.0M | 2.7% | +386,698+33.8% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 201,200 | $105.4M | 2.5% | +70,300+53.7% | Added | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $104.3M | 2.5% | 00.0% | Unchanged | History |
| NBIXNeurocrine Biosciences Inc | Stock | 934,640 | $103.4M | 2.5% | −3,480−0.4% | Reduced | History |
| PFEPfizer Inc | Stock | 3,850,200 | $97.6M | 2.3% | +3,850,200 | New | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 346,100 | $93.5M | 2.2% | −69,500−16.7% | Reduced | History |
| ITGRInteger Holdings Corp | COM | 662,500 | $78.2M | 1.9% | +87,500+15.2% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 159,900 | $77.5M | 1.9% | +8,900+5.9% | Added | History |
| NTRANatera, Inc. | COM | 547,000 | $77.4M | 1.9% | +134,000+32.4% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,540,136 | $76.6M | 1.8% | −277,211−9.8% | Reduced | History |
| IRONDisc Medicine, Inc. | COM | 1,415,020 | $70.2M | 1.7% | −370,551−20.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 129,000 | $64.2M | 1.5% | +44,600+52.8% | Added | History |
| THCTenet Healthcare Corp | COM NEW | 465,000 | $62.5M | 1.5% | −327,000−41.3% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 1,509,205 | $60.7M | 1.5% | −74,800−4.7% | Reduced | History |
| CGONCG Oncology, Inc. | COM | 2,471,994 | $60.5M | 1.5% | +1,040,880+72.7% | Added | History |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $56.0M | 1.3% | 00.0% | Unchanged | History |
| Avidity Biosciences, Inc.05370A108 | COM | 1,812,886 | $53.5M | 1.3% | +700,000+62.9% | Added | – |
| SIBNSI-BONE, Inc. | COM | 3,442,853 | $48.3M | 1.2% | 00.0% | Unchanged | History |
| AXSMAxsome Therapeutics, Inc. | COM | 386,700 | $45.1M | 1.1% | +386,700 | New | History |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $42.5M | 1.0% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 950,200 | $41.9M | 1.0% | −304,831−24.3% | Reduced | History |
| NPCENeuroPace Inc | COM | 3,406,335 | $41.9M | 1.0% | 00.0% | Unchanged | History |
| SIONSionna Therapeutics, Inc. | COM | 3,704,959 | $38.8M | 0.9% | +3,704,959 | New | History |
| UPBUpstream Bio, Inc. | COM | 5,693,589 | $34.8M | 0.8% | 00.0% | Unchanged | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $34.4M | 0.8% | 00.0% | Unchanged | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 653,743 | $33.6M | 0.8% | +653,743 | New | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 999,000 | $33.5M | 0.8% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 947,877 | $31.8M | 0.8% | 00.0% | Unchanged | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,432,300 | $31.3M | 0.8% | +1,432,300 | New | History |
| MBXMBX Biosciences, Inc. | COM | 4,002,887 | $29.5M | 0.7% | +190,672+5.0% | Added | History |
| EXASExact Sciences Corp | COM | 679,816 | $29.4M | 0.7% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 197,500 | $22.1M | 0.5% | −48,100−19.6% | Reduced | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $22.1M | 0.5% | 00.0% | Unchanged | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,562,971 | $20.9M | 0.5% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 758,566 | $20.5M | 0.5% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 380,000 | $20.1M | 0.5% | −20,000−5.0% | Reduced | History |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $20.1M | 0.5% | 00.0% | Unchanged | History |
| FOLDAmicus Therapeutics, Inc. | COM | 2,285,400 | $18.6M | 0.4% | 00.0% | Unchanged | History |
| VSTMVerastem, Inc. | COM NEW | 2,862,448 | $17.3M | 0.4% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 1,752,831 | $16.3M | 0.4% | +282,745+19.2% | Added | History |
| RAPTRAPT Therapeutics, Inc. | COM | 13,135,260 | $16.0M | 0.4% | 00.0% | Unchanged | History |
| SCPHscPharmaceuticals Inc. | COM | 6,059,528 | $15.9M | 0.4% | 00.0% | Unchanged | History |
| VIRVir Biotechnology, Inc. | COM | 2,248,249 | $14.6M | 0.3% | −970,368−30.1% | Reduced | History |
| CGEMCullinan Therapeutics, Inc. | COM | 1,923,855 | $14.6M | 0.3% | −18,700−1.0% | Reduced | History |
| IMTXImmatics N.V. | SHS | 3,087,462 | $13.9M | 0.3% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 44,200 | $13.8M | 0.3% | +44,200 | New | History |
| 0000000000 | Stock | 12,048,773 | $12.5M | 0.3% | 00.0% | Unchanged | – |
| VERAVera Therapeutics, Inc. | CL A | 481,065 | $11.6M | 0.3% | −261,507−35.2% | Reduced | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 652,028 | $11.3M | 0.3% | 00.0% | Unchanged | History |
| CCCCC4 Therapeutics, Inc. | COM STK | 6,830,300 | $10.9M | 0.3% | +2,452,400+56.0% | Added | History |
| DYNDyne Therapeutics, Inc. | COM | 1,014,611 | $10.6M | 0.3% | −212,469−17.3% | Reduced | History |
| KROSKeros Therapeutics, Inc. | COM | 1,018,734 | $10.4M | 0.2% | 00.0% | Unchanged | History |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $9.88M | 0.2% | 00.0% | Unchanged | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 325,500 | $9.54M | 0.2% | +298,800+1,119.1% | Added | History |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $9.32M | 0.2% | 00.0% | Unchanged | History |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $8.64M | 0.2% | 00.0% | Unchanged | History |
| ADCTADC Therapeutics SA | SHS | 5,968,451 | $8.42M | 0.2% | 00.0% | Unchanged | History |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $8.38M | 0.2% | 00.0% | Unchanged | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 967,000 | $7.75M | 0.2% | 00.0% | Unchanged | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 4,166,000 | $7.42M | 0.2% | +4,166,000 | New | History |
| AKROAkero Therapeutics, Inc. | COM | 179,900 | $7.28M | 0.2% | +113,900+172.6% | Added | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $7.06M | 0.2% | 00.0% | Unchanged | History |
| TRVITrevi Therapeutics, Inc. | COM | 1,120,000 | $7.04M | 0.2% | +1,120,000 | New | History |
| KMTSKestra Medical Technologies, Ltd. | SHS | 250,000 | $6.23M | 0.1% | +250,000 | New | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 1,172,287 | $6.22M | 0.1% | 00.0% | Unchanged | History |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $5.74M | 0.1% | 00.0% | Unchanged | History |
| SRRKScholar Rock Holding Corp | COM | 151,800 | $4.88M | 0.1% | 00.0% | Unchanged | History |
| FBRXForte Biosciences, Inc. | COM NEW | 593,088 | $4.60M | 0.1% | −6,912−1.2% | Reduced | History |
| IMAImageneBio, Inc. | COM | 3,539,358 | $4.53M | 0.1% | 00.0% | Unchanged | History |
| KRYSKrystal Biotech, Inc. | COM | 23,500 | $4.24M | 0.1% | 00.0% | Unchanged | History |
| ENGNenGene Therapeutics Inc. | COM | 891,616 | $3.99M | 0.1% | −28,723−3.1% | Reduced | History |
| ORICOric Pharmaceuticals, Inc. | COM | 700,000 | $3.91M | 0.1% | +700,000 | New | History |
| BCAXBicara Therapeutics Inc. | COM | 298,301 | $3.89M | 0.1% | 00.0% | Unchanged | History |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $3.72M | 0.1% | 00.0% | Unchanged | History |
| BIOABioAge Labs, Inc. | COM | 921,959 | $3.47M | 0.1% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $3.28M | 0.1% | 00.0% | Unchanged | History |
| PASGPassage BIO, Inc. | COM | 7,034,626 | $2.48M | 0.1% | −370,243−5.0% | Reduced | History |
| INSMINSMED Inc | COM PAR $.01 | 28,659 | $2.19M | 0.1% | −65,900−69.7% | Reduced | History |
| CBLLCeribell, Inc. | COM | 112,500 | $2.16M | 0.1% | 00.0% | Unchanged | History |
| TILInstil Bio, Inc. | COM NEW | 116,785 | $2.03M | <0.1% | 00.0% | Unchanged | History |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 1,741,273 | $1.90M | <0.1% | 00.0% | Unchanged | History |
| CRDFCardiff Oncology, Inc. | COM | 573,884 | $1.80M | <0.1% | −964,578−62.7% | Reduced | History |
| XFORX4 Pharmaceuticals, Inc | COM | 6,776,515 | $1.60M | <0.1% | −357,000−5.0% | Reduced | History |
| NKTXNkarta, Inc. | COM | 821,400 | $1.51M | <0.1% | 00.0% | Unchanged | History |
| TRAWTraws Pharma, Inc. | COM NEW | 605,531 | $1.39M | <0.1% | 00.0% | Unchanged | History |
| FATEFate Therapeutics Inc | COM | 1,680,580 | $1.33M | <0.1% | 00.0% | Unchanged | History |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $1.27M | <0.1% | 00.0% | Unchanged | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 348,000 | $1.23M | <0.1% | 00.0% | Unchanged | History |
| HLSQTessera Defense & Homeland Security Inc. | COM NEW | 1,787,767 | $993.5K | <0.1% | 00.0% | Unchanged | History |
| KZRKezar Life Sciences, Inc. | COM | 192,700 | $940.4K | <0.1% | 00.0% | Unchanged | History |
| TNGXTango Therapeutics, Inc. | COM | 550,000 | $753.5K | <0.1% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 933,500 | $565.0K | <0.1% | −215,800−18.8% | Reduced | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2024 (16)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| SRPTSarepta Therapeutics, Inc. | COM | 963,400 | $117.1M | 2.4% | History |
| MRKMerck & Co., Inc. | Stock | 829,900 | $82.6M | 1.7% | History |
| BIIBBiogen Inc. | COM | 509,100 | $77.9M | 1.6% | History |
| UHSUniversal Health Services Inc | CL B | 269,300 | $48.3M | 1.0% | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 372,000 | $33.5M | 0.7% | – |
| MLYSMineralys Therapeutics, Inc. | COM | 1,611,637 | $19.8M | 0.4% | History |
| MEDPMedpace Holdings, Inc. | COM | 44,900 | $14.9M | 0.3% | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 163,000 | $13.6M | 0.3% | History |
| NMRANeumora Therapeutics, Inc. | COM | 804,996 | $8.53M | 0.2% | History |
| GERNGeron Corp | COM | 2,168,000 | $7.67M | 0.2% | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $4.72M | 0.1% | History |
| ARDTArdent Health, Inc. | COM | 206,000 | $3.52M | 0.1% | History |
| PEPGPepGen Inc. | COM | 653,016 | $2.47M | 0.1% | History |
| LYELLyell Immunopharma, Inc. | COM | 3,103,623 | $1.99M | <0.1% | History |
| IMVTImmunovant, Inc. | COM | 78,500 | $1.94M | <0.1% | History |
| ELEVElevation Acquisition Group Inc. | COM | 941,275 | $529.6K | <0.1% | History |