OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 105
- +6 vs. Q3 2025
- Portfolio value
- $4.89B
- +$716.8M (+17.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EWEdwards Lifesciences Corp | Stock | 1,842,900 | $157.1M | 3.2% | +158,900+9.4% | Added | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $184.5M | 3.8% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 2,419,300 | $230.7M | 4.7% | −10,000−0.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 301,200 | $323.7M | 6.6% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,518,492 | $385.1M | 7.9% | 00.0% | Unchanged | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2025 (18)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| SIBNSI-BONE, Inc. | COM | 2,578,979 | $38.0M | 0.9% | History |
| SCPHscPharmaceuticals Inc. | COM | 6,059,528 | $34.4M | 0.8% | History |
| ITGRInteger Holdings Corp | COM | 290,000 | $30.0M | 0.7% | History |
| AKROAkero Therapeutics, Inc. | COM | 526,200 | $25.0M | 0.6% | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 750,600 | $10.2M | 0.2% | History |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $9.27M | 0.2% | History |
| VSTMVerastem, Inc. | COM NEW | 887,561 | $7.84M | 0.2% | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 3,221,828 | $6.44M | 0.2% | History |
| IMTXImmatics N.V. | SHS | 466,601 | $3.98M | 0.1% | History |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $2.68M | 0.1% | – |
| ATAIAtai Beckley N.V. | SHS | 347,000 | $1.84M | <0.1% | History |
| KRROKorro Bio, Inc. | COM | 32,400 | $1.55M | <0.1% | History |
| MURAMural Oncology plc | ORD SHS | 588,800 | $1.22M | <0.1% | History |
| LYELLyell Immunopharma, Inc. | COM NEW | 51,727 | $840.0K | <0.1% | History |
| KZRKezar Life Sciences, Inc. | COM | 192,700 | $751.5K | <0.1% | History |
| XERSXeris Biopharma Holdings, Inc. | COM | 80,420 | $654.6K | <0.1% | History |
| PASGPassage BIO, Inc. | COM | 59,046 | $474.1K | <0.1% | History |
| DHAIDih Holding US, Inc. | CL A | 1,915,000 | $358.1K | <0.1% | History |