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

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