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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
CGONCG Oncology, Inc.COM972,800$69.1M1.3%+24,533+2.6%AddedHistory
NTRANatera, Inc.COM262,000$71.1M1.3%00.0%UnchangedHistory
DYNDyne Therapeutics, Inc.COM3,235,684$71.9M1.4%+317,800+10.9%AddedHistory
ABVXAbivax S.A.SPONSORED ADS546,522$72.8M1.4%+80,822+17.4%AddedHistory
PRLDPrelude Therapeutics IncCOM13,724,571$73.2M1.4%+2,815,315+25.8%AddedHistory
EWEdwards Lifesciences CorpStock834,900$75.5M1.4%−395,700−32.2%ReducedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW230,100$77.0M1.5%+57,600+33.4%AddedHistory
QUREuniQure N.V.SHS1,807,486$83.3M1.6%−328,663−15.4%ReducedHistory
MRKMerck & Co., Inc.Stock663,400$85.2M1.6%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR92,880$86.2M1.6%−44,020−32.2%ReducedHistory
GHGuardant Health, Inc.COM583,700$87.6M1.7%+148,500+34.1%AddedHistory
AVBPArriVent BioPharma, Inc.COM3,027,328$105.2M2.0%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM7,165,006$107.0M2.0%00.0%UnchangedHistory
SIONSionna Therapeutics, Inc.COM2,555,877$112.4M2.1%−974,825−27.6%ReducedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS2,209,400$118.6M2.2%+733,997+49.7%AddedHistory
AZNAstraZeneca PLCADR915,700$171.1M3.2%+245,500+36.6%AddedHistory
SVASinovac Biotech LtdSHS2,718,735$184.5M3.5%00.0%UnchangedHistory
MBXMBX Biosciences, Inc.COM3,428,736$189.3M3.6%−209,151−5.7%ReducedHistory
LLYEli Lilly & CoStock257,900$309.3M5.9%+21,100+8.9%AddedHistory
ELVNEnliven Therapeutics, Inc.COM6,776,632$343.9M6.5%−1,182,906−14.9%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM15,518,492$630.5M11.9%00.0%UnchangedHistory

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