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Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
107
+2 vs. Q4 2025
Portfolio value
$4.40B
−$485.6M (−9.9%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of OrbiMed Advisors LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
EWTXEdgewise Therapeutics, Inc.COM15,518,492$488.8M11.1%00.0%UnchangedHistory
ELVNEnliven Therapeutics, Inc.COM7,959,538$312.0M7.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock236,800$217.8M4.9%−64,400−21.4%ReducedHistory
BSXBoston Scientific CorpStock2,382,100$149.5M3.4%−37,200−1.5%ReducedHistory
SIONSionna Therapeutics, Inc.COM3,530,702$141.5M3.2%−30,953−0.9%ReducedHistory
AZNAstraZeneca PLCADR670,200$132.2M3.0%+670,200NewHistory
MYGNMyriad Genetics IncCOM–$122.9M2.8%–NewHistory
MBXMBX Biosciences, Inc.COM3,637,887$108.6M2.5%−297,316−7.6%ReducedHistory
CRVSCorvus Pharmaceuticals, Inc.COM7,165,006$104.8M2.4%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR136,900$100.0M2.3%−9,100−6.2%ReducedHistory
EWEdwards Lifesciences CorpStock1,230,600$98.5M2.2%−612,300−33.2%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW208,700$96.2M2.2%−54,700−20.8%ReducedHistory
CMPXCompass Therapeutics, Inc.COM15,219,994$80.5M1.8%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock663,400$79.8M1.8%+663,400NewHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS1,475,403$71.1M1.6%+313,600+27.0%AddedHistory
AVBPArriVent BioPharma, Inc.COM3,027,328$69.8M1.6%00.0%UnchangedHistory
IRONDisc Medicine, Inc.COM1,067,550$68.3M1.6%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM8,288,510$66.6M1.5%00.0%UnchangedHistory
CGONCG Oncology, Inc.COM948,267$64.2M1.5%−568,283−37.5%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM1,059,971$61.6M1.4%+612,771+137.0%AddedHistory
SYKStryker CorpStock182,500$60.0M1.4%−142,500−43.8%ReducedHistory
BMYBristol Myers Squibb CoStock925,000$56.1M1.3%+150,000+19.4%AddedHistory
MLYSMineralys Therapeutics, Inc.COM2,052,900$55.6M1.3%+1,072,500+109.4%AddedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW172,500$55.6M1.3%+78,000+82.5%AddedHistory
PFEPfizer IncStock1,946,500$54.7M1.2%+293,600+17.8%AddedHistory
DYNDyne Therapeutics, Inc.COM2,917,884$52.9M1.2%+715,700+32.5%AddedHistory
NTRANatera, Inc.COM262,000$52.4M1.2%−103,800−28.4%ReducedHistory
ABVXAbivax S.A.SPONSORED ADS465,700$51.9M1.2%+97,800+26.6%AddedHistory
UPBUpstream Bio, Inc.COM5,693,589$51.2M1.2%00.0%UnchangedHistory
DHRDanaher CorpStock265,800$50.4M1.1%−34,000−11.3%ReducedHistory
CAICaris Life Sciences, Inc.COM2,806,811$50.2M1.1%−309,200−9.9%ReducedHistory
RCELAVITA Medical, Inc.COM544,895$42.5M1.0%+544,895NewHistory
ASNDAscendis Pharma A/SSPONSORED ADR181,977$41.6M0.9%+10,000+5.8%AddedHistory
STTKShattuck Labs, Inc.COM6,306,127$40.5M0.9%00.0%UnchangedHistory
GHGuardant Health, Inc.COM435,200$40.2M0.9%+435,200NewHistory
ALNYAlnylam Pharmaceuticals, Inc.COM119,000$39.4M0.9%−169,800−58.8%ReducedHistory
PRLDPrelude Therapeutics IncCOM10,909,256$37.3M0.8%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM999,000$36.3M0.8%00.0%UnchangedHistory
AXSMAxsome Therapeutics, Inc.COM213,921$36.2M0.8%−39,200−15.5%ReducedHistory
QUREuniQure N.V.SHS2,136,149$34.9M0.8%+1,398,749+189.7%AddedHistory
ORICOric Pharmaceuticals, Inc.COM2,693,929$34.1M0.8%−947,827−26.0%ReducedHistory
ELVElevance Health, Inc.Stock114,700$33.6M0.8%+15,600+15.7%AddedHistory
RLMDRelmada Therapeutics, Inc.COM4,715,864$32.8M0.7%+2,105,264+80.6%AddedHistory
FBRXForte Biosciences, Inc.COM NEW1,196,955$31.0M0.7%00.0%UnchangedHistory
TRVITrevi Therapeutics, Inc.COM2,454,400$29.3M0.7%−736,300−23.1%ReducedHistory
ESPREsperion Therapeutics, Inc.COM10,570,300$29.0M0.7%+4,604,802+77.2%AddedHistory
NPCENeuroPace IncCOM2,096,527$27.6M0.6%−309,808−12.9%ReducedHistory
RYTMRhythm Pharmaceuticals, Inc.COM314,100$27.3M0.6%+74,300+31.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock46,500$22.9M0.5%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM962,300$22.5M0.5%+962,300NewHistory
0000000000Stock6,210,899$22.1M0.5%00.0%Unchanged–
BTSGBrightSpring Health Services, Inc.COM497,800$21.2M0.5%+9,300+1.9%AddedHistory
LXEOLexeo Therapeutics, Inc.COM3,602,450$20.7M0.5%+1,477,450+69.5%AddedHistory
STROSutro Biopharma, Inc.COM SHS801,144$20.0M0.5%+801,144NewHistory
NKTRNektar TherapeuticsCOM NEW275,000$19.8M0.4%+275,000NewHistory
HELPCybin Inc.COM NEW3,832,843$18.4M0.4%−7,657−0.2%ReducedHistory
KRYSKrystal Biotech, Inc.COM69,100$17.8M0.4%−50,700−42.3%ReducedHistory
PVLAPalvella Therapeutics, Inc.COM134,600$16.8M0.4%+134,600NewHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW1,737,287$16.3M0.4%+140,000+8.8%AddedHistory
URGNUroGen Pharma Ltd.COM875,487$15.7M0.4%00.0%UnchangedHistory
DFTXDefinium Therapeutics, Inc.COM SHS804,000$15.2M0.3%−422,700−34.5%ReducedHistory
VERAVera Therapeutics, Inc.CL A369,596$14.9M0.3%+16,096+4.6%AddedHistory
QTTBQ32 Bio Inc.COM2,252,987$14.5M0.3%00.0%UnchangedHistory
WHWKWhitehawk Therapeutics, Inc.COM4,166,000$14.4M0.3%00.0%UnchangedHistory
AMGNAmgen IncStock39,900$14.0M0.3%+39,900NewHistory
ALHCAlignment Healthcare, Inc.COM791,000$13.9M0.3%+791,000NewHistory
EYPTEyePoint, Inc.COM NEW1,069,147$13.8M0.3%−1,399,167−56.7%ReducedHistory
JANXJanux Therapeutics, Inc.COM983,600$13.7M0.3%−970,826−49.7%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM1,425,200$13.6M0.3%−316,600−18.2%ReducedHistory
BCAXBicara Therapeutics Inc.COM667,300$13.3M0.3%+458,200+219.1%AddedHistory
BIOABioAge Labs, Inc.COM711,811$12.4M0.3%−79,090−10.0%ReducedHistory
COGTCogent Biosciences, Inc.COM322,100$12.4M0.3%−48,900−13.2%ReducedHistory
ALMSAlumis Inc.COM548,163$12.1M0.3%−554,567−50.3%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM14,700$11.4M0.3%+14,700NewHistory
CARLCarlsmed, Inc.COM1,252,600$11.3M0.3%00.0%UnchangedHistory
BIIBBiogen Inc.COM61,600$11.3M0.3%+61,600NewHistory
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A180,599$8.70M0.2%−6,600−3.5%ReducedHistory
KROSKeros Therapeutics, Inc.COM759,155$8.38M0.2%−45,057−5.6%ReducedHistory
GILDGilead Sciences, Inc.Stock59,600$8.31M0.2%+59,600NewHistory
HRTXHeron Therapeutics, Inc.COM9,816,940$7.85M0.2%+9,816,940NewHistory
AVTXAvalo Therapeutics, Inc.COM NEW475,165$7.09M0.2%−712,135−60.0%ReducedHistory
TECXTectonic Therapeutic, Inc.COM226,600$7.00M0.2%−348,000−60.6%ReducedHistory
ACETAdicet Bio, Inc.COM NEW1,027,944$7.00M0.2%00.0%UnchangedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS1,150,646$6.36M0.1%+1,150,646NewHistory
PHVSPharvaris N.V.COM205,400$5.80M0.1%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM2,866,256$5.75M0.1%+2,866,256NewHistory
AORTArtivion, Inc.COM151,000$5.53M0.1%+151,000NewHistory
NSPRInspireMD, Inc.COM3,133,405$5.11M0.1%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM52,000$5.06M0.1%+26,100+100.8%AddedHistory
ADCTADC Therapeutics SASHS1,318,026$4.94M0.1%−4,504,828−77.4%ReducedHistory
PTGXProtagonist Therapeutics, IncCOM42,100$4.44M0.1%+20,400+94.0%AddedHistory
PALIPalisade Bio, Inc.COM2,333,000$4.08M0.1%+461,580+24.7%AddedHistory
ANROAlto Neuroscience, Inc.COM SHS167,500$3.77M0.1%+42,500+34.0%AddedHistory
SVRASavara IncCOM635,000$3.47M0.1%+635,000NewHistory
CGEMCullinan Therapeutics, Inc.COM243,006$3.45M0.1%−27,000−10.0%ReducedHistory
PTCTPTC Therapeutics, Inc.COM49,100$3.35M0.1%+25,900+111.6%AddedHistory
LFSTLifeStance Health Group, Inc.COM500,000$3.19M0.1%+500,000NewHistory
DRUGBright Minds Biosciences Inc.COM NEW40,000$2.92M0.1%+40,000NewHistory
JBIOJade Biosciences, Inc.COM NEW185,011$2.60M0.1%−346,152−65.2%ReducedHistory
CCCCC4 Therapeutics, Inc.COM STK856,353$2.25M0.1%−548,549−39.0%ReducedHistory

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 Q1 2026
SecurityClassPutsCalls
MDXHMDxHealth SASHS NEW–$285.9M
RCELAVITA Medical, Inc.COM–$154.4M
QGENQiagen N.V.ORD SHARES–$10.0M
PVLAPalvella Therapeutics, Inc.COM–$6.23M
SLNOSoleno Therapeutics IncCOM–$3.35M

Sold out since Q4 2025 (20)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
TERNTerns Pharmaceuticals, Inc.COM2,153,300$87.0M1.8%History
APLSApellis Pharmaceuticals, Inc.COM2,429,868$61.0M1.2%History
CICigna GroupStock205,000$56.4M1.2%History
RAPTRAPT Therapeutics, Inc.COM NEW1,642,891$55.6M1.1%History
UTHRUnited Therapeutics CorpCOM105,200$51.3M1.0%History
ROIVRoivant Sciences Ltd.SHS2,190,907$47.5M1.0%History
Avidity Biosciences, Inc.05370A108COM619,530$44.7M0.9%–
NBIXNeurocrine Biosciences IncStock314,240$44.6M0.9%History
EXASExact Sciences CorpCOM351,716$35.7M0.7%History
BRKRBruker CorpCOM555,789$26.2M0.5%History
CTMXCytomX Therapeutics, Inc.COM3,525,650$15.0M0.3%History
VIRVir Biotechnology, Inc.COM2,380,715$14.4M0.3%History
TARSTarsus Pharmaceuticals, Inc.COM154,400$12.6M0.3%History
FOLDAmicus Therapeutics, Inc.COM729,900$10.4M0.2%History
RPTXRepare Therapeutics Inc.COM3,322,488$8.64M0.2%History
CELCCelcuity Inc.COM85,664$8.54M0.2%History
PMVPPMV Pharmaceuticals, Inc.COM4,975,291$6.22M0.1%History
INSMINSMED IncCOM PAR $.0125,400$4.42M0.1%History
OCULOcular Therapeutix, IncCOM157,300$1.91M<0.1%History
MPLTMapLight Therapeutics, Inc.COM56,000$952.0K<0.1%History