Skip to main content
Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
97
−9 vs. Q1 2025
Portfolio value
$3.98B
−$187.0M (−4.5%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of OrbiMed Advisors LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SVASinovac Biotech LtdSHS2,718,735$334.0M8.4%00.0%UnchangedHistory
BSXBoston Scientific CorpStock2,813,200$302.2M7.6%00.0%UnchangedHistory
LLYEli Lilly & CoStock337,600$263.2M6.6%00.0%UnchangedHistory
EWTXEdgewise Therapeutics, Inc.COM15,518,492$203.4M5.1%+496,771+3.3%AddedHistory
ELVNEnliven Therapeutics, Inc.COM7,959,538$159.7M4.0%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW291,000$158.1M4.0%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM8,288,510$144.6M3.6%00.0%UnchangedHistory
SYKStryker CorpStock359,200$142.1M3.6%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock1,708,000$133.6M3.4%+176,000+11.5%AddedHistory
ARGXArgenx SESPONSORED ADR208,000$114.7M2.9%+1,300+0.6%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM341,900$111.5M2.8%−4,200−1.2%ReducedHistory
UNHUnitedHealth Group IncStock336,300$104.9M2.6%+135,100+67.1%AddedHistory
NTRANatera, Inc.COM593,434$100.3M2.5%+46,434+8.5%AddedHistory
VRTXVertex Pharmaceuticals IncStock210,287$93.6M2.4%+50,387+31.5%AddedHistory
THCTenet Healthcare CorpCOM NEW465,000$81.8M2.1%00.0%UnchangedHistory
CAICaris Life Sciences, Inc.COM3,034,858$81.1M2.0%+3,034,858NewHistory
IRONDisc Medicine, Inc.COM1,415,020$74.9M1.9%00.0%UnchangedHistory
AVBPArriVent BioPharma, Inc.COM3,027,328$65.9M1.7%00.0%UnchangedHistory
SIONSionna Therapeutics, Inc.COM3,704,959$64.3M1.6%00.0%UnchangedHistory
UPBUpstream Bio, Inc.COM5,693,589$62.5M1.6%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock438,540$55.1M1.4%−496,100−53.1%ReducedHistory
ITGRInteger Holdings CorpCOM433,400$53.3M1.3%−229,100−34.6%ReducedHistory
Avidity Biosciences, Inc.05370A108COM1,812,886$51.5M1.3%00.0%Unchanged–
CGONCG Oncology, Inc.COM1,877,850$48.8M1.2%−594,144−24.0%ReducedHistory
SIBNSI-BONE, Inc.COM2,578,979$48.5M1.2%−863,874−25.1%ReducedHistory
MBXMBX Biosciences, Inc.COM4,002,887$45.7M1.1%00.0%UnchangedHistory
AXSMAxsome Therapeutics, Inc.COM427,900$44.7M1.1%+41,200+10.7%AddedHistory
CMPXCompass Therapeutics, Inc.COM15,219,994$39.6M1.0%−7,142,856−31.9%ReducedHistory
CYTKCytokinetics IncCOM NEW1,077,000$35.6M0.9%−432,205−28.6%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM1,149,000$33.0M0.8%+150,000+15.0%AddedHistory
EXASExact Sciences CorpCOM607,316$32.3M0.8%−72,500−10.7%ReducedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$31.4M0.8%00.0%UnchangedHistory
ROIVRoivant Sciences Ltd.SHS2,779,427$31.3M0.8%+2,779,427NewHistory
XENEXenon Pharmaceuticals Inc.COM947,877$29.7M0.7%00.0%UnchangedHistory
NPCENeuroPace IncCOM2,614,184$29.1M0.7%−792,151−23.3%ReducedHistory
CRVSCorvus Pharmaceuticals, Inc.COM7,165,006$28.7M0.7%+221,352+3.2%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM7,562,971$28.2M0.7%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM1,210,300$28.0M0.7%+451,734+59.6%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM1,482,300$25.7M0.6%+50,000+3.5%AddedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS1,199,300$24.9M0.6%+547,272+83.9%AddedHistory
SCPHscPharmaceuticals Inc.COM6,059,528$23.1M0.6%00.0%UnchangedHistory
CTMXCytomX Therapeutics, Inc.COM8,461,500$19.2M0.5%+8,461,500NewHistory
TMOThermo Fisher Scientific Inc.Stock46,500$18.9M0.5%−82,500−64.0%ReducedHistory
AGIOAgios Pharmaceuticals, Inc.COM557,900$18.6M0.5%+232,400+71.4%AddedHistory
TRVITrevi Therapeutics, Inc.COM3,308,400$18.1M0.5%+2,188,400+195.4%AddedHistory
ADCTADC Therapeutics SASHS5,907,351$15.8M0.4%−61,100−1.0%ReducedHistory
RYTMRhythm Pharmaceuticals, Inc.COM248,512$15.7M0.4%−131,488−34.6%ReducedHistory
FBRXForte Biosciences, Inc.COM NEW1,196,955$15.5M0.4%+603,867+101.8%AddedHistory
CGEMCullinan Therapeutics, Inc.COM1,923,855$14.5M0.4%00.0%UnchangedHistory
KROSKeros Therapeutics, Inc.COM1,018,734$13.6M0.3%00.0%UnchangedHistory
RAPTRAPT Therapeutics, Inc.COM NEW1,641,906$13.1M0.3%+1,641,906NewHistory
0000000000Stock12,048,773$13.1M0.3%00.0%Unchanged–
FOLDAmicus Therapeutics, Inc.COM2,285,400$13.1M0.3%00.0%UnchangedHistory
VIRVir Biotechnology, Inc.COM2,380,715$12.0M0.3%+132,466+5.9%AddedHistory
ABCLAbCellera Biologics Inc.COM3,344,568$11.5M0.3%−836,200−20.0%ReducedHistory
AKROAkero Therapeutics, Inc.COM211,300$11.3M0.3%+31,400+17.5%AddedHistory
MLYSMineralys Therapeutics, Inc.COM760,351$10.3M0.3%+760,351NewHistory
DYNDyne Therapeutics, Inc.COM1,031,400$9.82M0.2%+16,789+1.7%AddedHistory
CCCCC4 Therapeutics, Inc.COM STK6,830,300$9.77M0.2%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM899,281$9.13M0.2%+199,281+28.5%AddedHistory
CPRXCatalyst Pharmaceuticals, Inc.COM416,900$9.05M0.2%+416,900NewHistory
PRLDPrelude Therapeutics IncCOM10,909,256$8.83M0.2%00.0%UnchangedHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW1,172,287$8.09M0.2%00.0%UnchangedHistory
ZLABZai Lab LtdADR231,000$8.08M0.2%+231,000NewHistory
TARSTarsus Pharmaceuticals, Inc.COM197,900$8.02M0.2%−455,843−69.7%ReducedHistory
WHWKWhitehawk Therapeutics, Inc.COM4,166,000$7.79M0.2%00.0%UnchangedHistory
TYRATyra Biosciences, Inc.COM804,603$7.70M0.2%−948,228−54.1%ReducedHistory
ACETAdicet Bio, Inc.COM11,447,140$6.98M0.2%00.0%UnchangedHistory
ITOSiTeos Therapeutics, Inc.COM700,000$6.98M0.2%+700,000NewHistory
PMVPPMV Pharmaceuticals, Inc.COM6,475,291$6.86M0.2%00.0%UnchangedHistory
URGNUroGen Pharma Ltd.COM478,400$6.55M0.2%+478,400NewHistory
ASNDAscendis Pharma A/SSPONSORED ADR34,400$5.94M0.1%+34,400NewHistory
ALMSAlumis Inc.COM1,926,423$5.78M0.1%+1,926,423NewHistory
JBIOJade Biosciences, Inc.COM NEW531,163$5.31M0.1%+531,163NewHistory
NSPRInspireMD, Inc.COM2,133,405$4.84M0.1%00.0%UnchangedHistory
AVTXAvalo Therapeutics, Inc.COM NEW967,000$4.83M0.1%00.0%UnchangedHistory
IMAImageneBio, Inc.COM3,539,358$4.74M0.1%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$4.62M0.1%00.0%UnchangedHistory
IMTXImmatics N.V.SHS719,901$3.87M0.1%−2,367,561−76.7%ReducedHistory
BIOABioAge Labs, Inc.COM921,959$3.81M0.1%00.0%UnchangedHistory
QTTBQ32 Bio Inc.COM2,252,987$3.36M0.1%00.0%UnchangedHistory
ENGNenGene Therapeutics Inc.COM677,977$2.47M0.1%−213,639−24.0%ReducedHistory
PASGPassage BIO, Inc.COM6,055,300$2.42M0.1%−979,326−13.9%ReducedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM313,200$2.01M0.1%−34,800−10.0%ReducedHistory
MURAMural Oncology plcORD SHS588,800$1.45M<0.1%+588,800NewHistory
INSMINSMED IncCOM PAR $.0113,459$1.35M<0.1%−15,200−53.0%ReducedHistory
KRYSKrystal Biotech, Inc.COM9,200$1.26M<0.1%−14,300−60.9%ReducedHistory
TSBXTurnstone Biologics Corp.COM3,099,265$1.11M<0.1%00.0%UnchangedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS940,990$1.09M<0.1%−800,283−46.0%ReducedHistory
TRAWTraws Pharma, Inc.COM NEW605,531$896.2K<0.1%00.0%UnchangedHistory
KZRKezar Life Sciences, Inc.COM192,700$882.6K<0.1%00.0%UnchangedHistory
ANROAlto Neuroscience, Inc.COM SHS250,000$550.0K<0.1%00.0%UnchangedHistory
DHAIDih Holding US, Inc.CL A1,915,000$469.0K<0.1%00.0%UnchangedHistory
LYELLyell Immunopharma, Inc.COM NEW51,727$457.3K<0.1%+51,727NewHistory
KRROKorro Bio, Inc.COM32,400$404.7K<0.1%00.0%UnchangedHistory
XERSXeris Biopharma Holdings, Inc.COM80,420$375.6K<0.1%00.0%UnchangedHistory
Lakeshore Biopharma Co LtdG9845F208ORD SHS NEW54,799$55.9K<0.1%−85,629−61.0%Reduced–

Options (5)

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 Q2 2025
SecurityClassPutsCalls
UNHUnitedHealth Group IncStock–$15.6M
AZNAstraZeneca PLCSPONSORED ADR–$6.99M
CGONCG Oncology, Inc.COM–$3.90M
APLSApellis Pharmaceuticals, Inc.COM–$865.5K
INMBInmune Bio, Inc.COM$115.5K–

Sold out since Q1 2025 (23)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
PFEPfizer IncStock3,850,200$97.6M2.3%History
IONSIonis Pharmaceuticals IncCOM2,540,136$76.6M1.8%History
SWTXSpringWorks Therapeutics, Inc.COM950,200$41.9M1.0%History
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$34.4M0.8%History
GILDGilead Sciences, Inc.Stock197,500$22.1M0.5%History
VSTMVerastem, Inc.COM NEW2,862,448$17.3M0.4%History
RAPTRAPT Therapeutics, Inc.COM13,135,260$16.0M0.4%History
AMGNAmgen IncStock44,200$13.8M0.3%History
VERAVera Therapeutics, Inc.CL A481,065$11.6M0.3%History
SLRNACELYRIN, Inc.COM4,001,711$9.88M0.2%History
KMTSKestra Medical Technologies, Ltd.SHS250,000$6.23M0.1%History
SRRKScholar Rock Holding CorpCOM151,800$4.88M0.1%History
BCAXBicara Therapeutics Inc.COM298,301$3.89M0.1%History
CBLLCeribell, Inc.COM112,500$2.16M0.1%History
TILInstil Bio, Inc.COM NEW116,785$2.03M<0.1%History
CRDFCardiff Oncology, Inc.COM573,884$1.80M<0.1%History
XFORX4 Pharmaceuticals, IncCOM6,776,515$1.60M<0.1%History
NKTXNkarta, Inc.COM821,400$1.51M<0.1%History
FATEFate Therapeutics IncCOM1,680,580$1.33M<0.1%History
HLSQTessera Defense & Homeland Security Inc.COM NEW1,787,767$993.5K<0.1%History
TNGXTango Therapeutics, Inc.COM550,000$753.5K<0.1%History
IVVDInvivyd, Inc.COM933,500$565.0K<0.1%History
NXTCNextCure, Inc.COM1,141,200$548.1K<0.1%History