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Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
121
+14 vs. Q1 2026
Portfolio value
$5.28B
+$878.4M (+20.0%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of OrbiMed Advisors LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
EWTXEdgewise Therapeutics, Inc.COM15,518,492$630.5M11.9%00.0%UnchangedHistory
ELVNEnliven Therapeutics, Inc.COM6,776,632$343.9M6.5%−1,182,906−14.9%ReducedHistory
LLYEli Lilly & CoStock257,900$309.3M5.9%+21,100+8.9%AddedHistory
MBXMBX Biosciences, Inc.COM3,428,736$189.3M3.6%−209,151−5.7%ReducedHistory
SVASinovac Biotech LtdSHS2,718,735$184.5M3.5%00.0%UnchangedHistory
AZNAstraZeneca PLCADR915,700$171.1M3.2%+245,500+36.6%AddedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS2,209,400$118.6M2.2%+733,997+49.7%AddedHistory
SIONSionna Therapeutics, Inc.COM2,555,877$112.4M2.1%−974,825−27.6%ReducedHistory
CRVSCorvus Pharmaceuticals, Inc.COM7,165,006$107.0M2.0%00.0%UnchangedHistory
AVBPArriVent BioPharma, Inc.COM3,027,328$105.2M2.0%00.0%UnchangedHistory
GHGuardant Health, Inc.COM583,700$87.6M1.7%+148,500+34.1%AddedHistory
ARGXArgenx SESPONSORED ADR92,880$86.2M1.6%−44,020−32.2%ReducedHistory
MRKMerck & Co., Inc.Stock663,400$85.2M1.6%00.0%UnchangedHistory
QUREuniQure N.V.SHS1,807,486$83.3M1.6%−328,663−15.4%ReducedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW230,100$77.0M1.5%+57,600+33.4%AddedHistory
EWEdwards Lifesciences CorpStock834,900$75.5M1.4%−395,700−32.2%ReducedHistory
PRLDPrelude Therapeutics IncCOM13,724,571$73.2M1.4%+2,815,315+25.8%AddedHistory
ABVXAbivax S.A.SPONSORED ADS546,522$72.8M1.4%+80,822+17.4%AddedHistory
DYNDyne Therapeutics, Inc.COM3,235,684$71.9M1.4%+317,800+10.9%AddedHistory
NTRANatera, Inc.COM262,000$71.1M1.3%00.0%UnchangedHistory
CGONCG Oncology, Inc.COM972,800$69.1M1.3%+24,533+2.6%AddedHistory
UNHUnitedHealth Group IncStock161,100$67.0M1.3%+161,100NewHistory
SPRYARS Pharmaceuticals, Inc.COM8,288,510$66.4M1.3%00.0%UnchangedHistory
ASNDAscendis Pharma A/SORD SHS244,456$65.2M1.2%+62,479+34.3%AddedHistory
HUMHumana IncStock164,100$65.2M1.2%+164,100NewHistory
COGTCogent Biosciences, Inc.COM1,681,300$65.1M1.2%+1,359,200+422.0%AddedHistory
BSXBoston Scientific CorpStock1,483,200$63.3M1.2%−898,900−37.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW157,900$62.8M1.2%−50,800−24.3%ReducedHistory
MLYSMineralys Therapeutics, Inc.COM2,110,300$56.9M1.1%+57,400+2.8%AddedHistory
ODTXOdyssey Therapeutics, Inc.COMMON STOCK3,001,198$56.2M1.1%+3,001,198NewHistory
XENEXenon Pharmaceuticals Inc.COM892,471$53.9M1.0%−167,500−15.8%ReducedHistory
ARQTArcutis Biotherapeutics, Inc.COM2,042,000$53.5M1.0%+2,042,000NewHistory
BMYBristol Myers Squibb CoStock925,000$53.3M1.0%00.0%UnchangedHistory
QTTBQ32 Bio Inc.COM4,127,987$52.6M1.0%+1,875,000+83.2%AddedHistory
SYKStryker CorpStock159,100$50.1M0.9%−23,400−12.8%ReducedHistory
CAICaris Life Sciences, Inc.COM2,806,811$50.0M0.9%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock90,700$45.5M0.9%+44,200+95.1%AddedHistory
PVLAPalvella Therapeutics, Inc.COM292,360$44.7M0.8%+157,760+117.2%AddedHistory
ELVElevance Health, Inc.Stock114,700$44.4M0.8%00.0%UnchangedHistory
STTKShattuck Labs, Inc.COM6,306,127$43.8M0.8%00.0%UnchangedHistory
UPBUpstream Bio, Inc.COM5,693,589$39.4M0.7%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM999,000$37.4M0.7%00.0%UnchangedHistory
RYTMRhythm Pharmaceuticals, Inc.COM322,900$35.9M0.7%+8,800+2.8%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM1,542,000$33.7M0.6%+579,700+60.2%AddedHistory
FBRXForte Biosciences, Inc.COM NEW1,577,705$33.5M0.6%+380,750+31.8%AddedHistory
CMPXCompass Therapeutics, Inc.COM15,219,994$33.3M0.6%00.0%UnchangedHistory
NKTRNektar TherapeuticsCOM NEW465,346$32.5M0.6%+190,346+69.2%AddedHistory
KRYSKrystal Biotech, Inc.COM83,200$30.9M0.6%+14,100+20.4%AddedHistory
0000000000Stock5,680,186$30.3M0.6%−530,713−8.5%Reduced–
AXSMAxsome Therapeutics, Inc.COM117,578$28.8M0.5%−96,343−45.0%ReducedHistory
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A420,600$26.9M0.5%+240,001+132.9%AddedHistory
TRVITrevi Therapeutics, Inc.COM1,430,293$26.7M0.5%−1,024,107−41.7%ReducedHistory
IRONDisc Medicine, Inc.COM357,535$26.2M0.5%−710,015−66.5%ReducedHistory
WSTWest Pharmaceutical Services IncCOM70,600$25.3M0.5%+70,600NewHistory
RLMDRelmada Therapeutics, Inc.COM3,631,195$25.1M0.5%−1,084,669−23.0%ReducedHistory
URGNUroGen Pharma Ltd.COM676,187$24.9M0.5%−199,300−22.8%ReducedHistory
STROSutro Biopharma, Inc.COM SHS743,944$24.7M0.5%−57,200−7.1%ReducedHistory
SVRASavara IncCOM3,959,900$24.4M0.5%+3,324,900+523.6%AddedHistory
NPCENeuroPace IncCOM1,505,125$23.9M0.5%−591,402−28.2%ReducedHistory
AURAAura Biosciences, Inc.COM3,333,333$23.7M0.4%+3,333,333NewHistory
ORICOric Pharmaceuticals, Inc.COM2,015,000$21.8M0.4%−678,929−25.2%ReducedHistory
HELPCybin Inc.COM NEW3,271,400$21.6M0.4%−561,443−14.6%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM1,852,000$18.5M0.4%+426,800+29.9%AddedHistory
BIOABioAge Labs, Inc.COM752,153$18.4M0.3%+40,342+5.7%AddedHistory
LXEOLexeo Therapeutics, Inc.COM3,947,850$18.4M0.3%+345,400+9.6%AddedHistory
WHWKWhitehawk Therapeutics, Inc.COM3,934,296$18.0M0.3%−231,704−5.6%ReducedHistory
DFTXDefinium Therapeutics, Inc.COM SHS365,400$17.2M0.3%−438,600−54.6%ReducedHistory
SYRESpyre Therapeutics, Inc.COM NEW186,145$16.5M0.3%+186,145NewHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW1,737,287$16.3M0.3%00.0%UnchangedHistory
VERAVera Therapeutics, Inc.CL A369,596$15.9M0.3%00.0%UnchangedHistory
ALMSAlumis Inc.COM548,163$15.4M0.3%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW1,069,147$15.3M0.3%00.0%UnchangedHistory
WATWaters CorpCOM40,300$15.1M0.3%+40,300NewHistory
MNPRMonopar TherapeuticsCOM NEW157,423$14.6M0.3%+157,423NewHistory
TVTXTravere Therapeutics, Inc.COM253,000$14.4M0.3%+253,000NewHistory
TSHATaysha Gene Therapies, Inc.COM SHS2,000,000$13.6M0.3%+2,000,000NewHistory
BIIBBiogen Inc.COM61,600$13.3M0.3%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM70,500$13.2M0.3%+18,500+35.6%AddedHistory
DNTHDianthus Therapeutics, Inc.COM115,000$11.2M0.2%+115,000NewHistory
SPRBSpruce Biosciences, Inc.COM NEW200,000$10.8M0.2%+200,000NewHistory
LFSTLifeStance Health Group, Inc.COM947,400$10.1M0.2%+447,400+89.5%AddedHistory
ERASErasca, Inc.COM495,900$9.08M0.2%+495,900NewHistory
TARAProtara Therapeutics, Inc.COM STK2,220,000$8.48M0.2%+2,220,000NewHistory
KROSKeros Therapeutics, Inc.COM759,155$8.12M0.2%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM524,700$8.06M0.2%−458,900−46.7%ReducedHistory
TECXTectonic Therapeutic, Inc.COM226,600$7.79M0.1%00.0%UnchangedHistory
ACETAdicet Bio, Inc.COM NEW844,787$7.30M0.1%−183,157−17.8%ReducedHistory
PHVSPharvaris N.V.COM205,400$7.10M0.1%00.0%UnchangedHistory
ANROAlto Neuroscience, Inc.COM SHS257,852$6.80M0.1%+90,352+53.9%AddedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM1,390,576$6.74M0.1%+1,390,576NewHistory
DRUGBright Minds Biosciences Inc.COM NEW93,000$6.53M0.1%+53,000+132.5%AddedHistory
ALXOAlx Oncology Holdings IncCOM2,866,256$5.93M0.1%00.0%UnchangedHistory
Travere Therapeutics, Inc.89422GAB3NOTE 0.500% 5/1–$5.89M0.1%–New–
XLOXilio Therapeutics, Inc.COM592,300$5.67M0.1%+592,300NewHistory
BCAXBicara Therapeutics Inc.COM191,100$5.67M0.1%−476,200−71.4%ReducedHistory
IMAImageneBio, Inc.COM909,269$5.36M0.1%+530,713+140.2%AddedHistory
PTGXProtagonist Therapeutics, IncCOM42,100$5.16M0.1%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM17,000$5.12M0.1%−102,000−85.7%ReducedHistory
PALIPalisade Bio, Inc.COM2,333,000$4.88M0.1%00.0%UnchangedHistory
Revolution Medicines, Inc.76155XAA8NOTE 0.500% 5/0–$4.38M0.1%–New–

Options (8)

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 2026
SecurityClassPutsCalls
State Street SPDR S&P Biotech ETF78464A870ETF$47.5M–
ABVXAbivax S.A.SPONSORED ADS–$26.7M
PTGXProtagonist Therapeutics, IncCOM–$18.4M
RVMDRevolution Medicines, Inc.COM–$9.36M
PVLAPalvella Therapeutics, Inc.COM–$6.11M
UNHUnitedHealth Group IncStock–$4.16M
ELVElevance Health, Inc.Stock–$3.87M
SLSSELLAS Life Sciences Group, Inc.COM NEW$1.37M–

Sold out since Q1 2026 (20)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
MYGNMyriad Genetics IncCOM–$122.9M2.8%History
PFEPfizer IncStock1,946,500$54.7M1.2%History
DHRDanaher CorpStock265,800$50.4M1.1%History
RCELAVITA Medical, Inc.COM544,895$42.5M1.0%History
ESPREsperion Therapeutics, Inc.COM10,570,300$29.0M0.7%History
BTSGBrightSpring Health Services, Inc.COM497,800$21.2M0.5%History
AMGNAmgen IncStock39,900$14.0M0.3%History
ALHCAlignment Healthcare, Inc.COM791,000$13.9M0.3%History
REGNRegeneron Pharmaceuticals, Inc.COM14,700$11.4M0.3%History
CARLCarlsmed, Inc.COM1,252,600$11.3M0.3%History
GILDGilead Sciences, Inc.Stock59,600$8.31M0.2%History
HRTXHeron Therapeutics, Inc.COM9,816,940$7.85M0.2%History
AVTXAvalo Therapeutics, Inc.COM NEW475,165$7.09M0.2%History
CMPSCOMPASS Pathways plcSPONSORED ADS1,150,646$6.36M0.1%History
ADCTADC Therapeutics SASHS1,318,026$4.94M0.1%History
CGEMCullinan Therapeutics, Inc.COM243,006$3.45M0.1%History
JBIOJade Biosciences, Inc.COM NEW185,011$2.60M0.1%History
CCCCC4 Therapeutics, Inc.COM STK856,353$2.25M0.1%History
KALVKalVista Pharmaceuticals, Inc.COM94,400$1.90M<0.1%History
VTGNVistagen Therapeutics, Inc.COM3,060,000$1.75M<0.1%History