Livermore

ORBIMED ADVISORS LLC

SEC CIK
0001055951

2026 年第 2 季 持倉

持倉截至 2026/6/30，申報日 2026/8/14。SEC

持股檔數
121
較 2026 年第 1 季 +14
總值
$52.79 億
較 2026 年第 1 季 +$6.94 億 (+15.1%)

跟 2026 年第 1 季 比較：新進、加碼、減碼與清倉

持股

只含多頭部位。變化是跟 2026 年第 1 季 比股數。

ORBIMED ADVISORS LLC 在 2026 年第 2 季 的持倉
證券類別股數市值佔組合 %股數變化動作歷年
EWTXEDGEWISE THERAPEUTICS INCCOM15,518,492$6.31 億11.94%00.0%不變查看
ELVNENLIVEN THERAPEUTICS INCCOM6,776,632$3.44 億6.51%−1,182,906−14.9%減碼查看
LLYELI LILLY & CO COMStock257,900$3.09 億5.86%+21,100+8.9%加碼查看
MBXMBX BIOSCIENCES INCCOM3,428,736$1.89 億3.58%−209,151−5.7%減碼查看
SVASINOVAC BIOTECH LTDSHS2,718,735$1.84 億3.49%00.0%不變查看
AZNASTRAZENECA PLC ORDADR915,700$1.71 億3.24%+245,500+36.6%加碼查看
GPCRSTRUCTURE THERAPEUTICS INCSPONSORED ADS2,209,400$1.19 億2.25%+733,997+49.7%加碼查看
SIONSIONNA THERAPEUTICS INCCOM2,555,877$1.12 億2.13%−974,825−27.6%減碼查看
CRVSCORVUS PHARMACEUTICALS INCCOM7,165,006$1.07 億2.03%00.0%不變查看
AVBPARRIVENT BIOPHARMA INCCOM3,027,328$1.05 億1.99%00.0%不變查看
GHGUARDANT HEALTH INCCOM583,700$8,757.25 萬1.66%+148,500+34.1%加碼查看
ARGXARGENX SESPONSORED ADR92,880$8,617.13 萬1.63%−44,020−32.2%減碼查看
MRKMERCK & CO INC COMStock663,400$8,524.69 萬1.61%00.0%不變查看
QUREUNIQURE NVSHS1,807,486$8,325.28 萬1.58%−328,663−15.4%減碼查看
PRAXPRAXIS PRECISION MEDICINES ICOM NEW230,100$7,703.52 萬1.46%+57,600+33.4%加碼查看
EWEDWARDS LIFESCIENCES CORP COMStock834,900$7,552.51 萬1.43%−395,700−32.2%減碼查看
PRLDPRELUDE THERAPEUTICS INCCOM13,724,571$7,315.2 萬1.39%+2,815,315+25.8%加碼查看
ABVXABIVAX SASPONSORED ADS546,522$7,282.95 萬1.38%+80,822+17.4%加碼查看
DYNDYNE THERAPEUTICS INCCOM3,235,684$7,186.45 萬1.36%+317,800+10.9%加碼查看
NTRANATERA INCCOM262,000$7,111.99 萬1.35%00.0%不變查看
CGONCG ONCOLOGY INCCOM972,800$6,911.74 萬1.31%+24,533+2.6%加碼查看
UNHUNITEDHEALTH GROUP INC COMStock161,100$6,695.8 萬1.27%+161,100新進查看
SPRYARS PHARMACEUTICALS INCCOM8,288,510$6,639.1 萬1.26%00.0%不變查看
ASNDASCENDIS PHARMA A/SORD SHS244,456$6,520.13 萬1.24%+244,456新進查看
HUMHUMANA INC COMStock164,100$6,518.38 萬1.23%+164,100新進查看
COGTCOGENT BIOSCIENCES INCCOM1,681,300$6,506.63 萬1.23%+1,359,200+422.0%加碼查看
BSXBOSTON SCIENTIFIC CORP COMStock1,483,200$6,330.3 萬1.20%−898,900−37.7%減碼查看
ISRGINTUITIVE SURGICAL INCCOM NEW157,900$6,279.37 萬1.19%−50,800−24.3%減碼查看
MLYSMINERALYS THERAPEUTICS INCCOM2,110,300$5,693.59 萬1.08%+57,400+2.8%加碼查看
ODTXODYSSEY THERAPEUTICS INCCOMMON STOCK3,001,198$5,615.24 萬1.06%+3,001,198新進查看
XENEXENON PHARMACEUTICALS INCCOM892,471$5,386.96 萬1.02%−167,500−15.8%減碼查看
ARQTARCUTIS BIOTHERAPEUTICS INCCOM2,042,000$5,354.12 萬1.01%+2,042,000新進查看
BMYBRISTOL-MYERS SQUIBB CO COMStock925,000$5,329.85 萬1.01%00.0%不變查看
QTTBQ32 BIO INCCOM4,127,987$5,259.06 萬1.00%+1,875,000+83.2%加碼查看
SYKSTRYKER CORPORATION COMStock159,100$5,009.1 萬0.95%−23,400−12.8%減碼查看
CAICARIS LIFE SCIENCES INCCOM2,806,811$5,001.74 萬0.95%00.0%不變查看
TMOTHERMO FISHER SCIENTIFIC INC COMStock90,700$4,547.34 萬0.86%+44,200+95.1%加碼查看
PVLAPALVELLA THERAPEUTICS INC NECOM292,360$4,467.85 萬0.85%+157,760+117.2%加碼查看
ELVELEVANCE HEALTH INC FORMERLY A COMStock114,700$4,435.79 萬0.84%00.0%不變查看
STTKSHATTUCK LABS INCCOM6,306,127$4,376.45 萬0.83%00.0%不變查看
UPBUPSTREAM BIO INCCOM5,693,589$3,939.96 萬0.75%00.0%不變查看
CRINETICS PHARMACEUTICALS IN22663K107COM999,000$3,738.26 萬0.71%00.0%不變–
RYTMRHYTHM PHARMACEUTICALS INCCOM322,900$3,585.16 萬0.68%+8,800+2.8%加碼查看
SNDXSYNDAX PHARMACEUTICALS INCCOM1,542,000$3,370.81 萬0.64%+579,700+60.2%加碼查看
FORTE BIOSCIENCES INC34962G208COM NEW1,577,705$3,352.62 萬0.64%+380,750+31.8%加碼–
CMPXCOMPASS THERAPEUTICS INCCOM15,219,994$3,333.18 萬0.63%00.0%不變查看
NKTRNEKTAR THERAPEUTICSCOM NEW465,346$3,248.58 萬0.62%+190,346+69.2%加碼查看
KRYSKRYSTAL BIOTECH INCCOM83,200$3,092.29 萬0.59%+14,100+20.4%加碼查看
0000000000Stock5,680,186$3,027.54 萬0.57%−530,713−8.5%減碼–
AXSMAXSOME THERAPEUTICS INC.COM117,578$2,877.96 萬0.55%−96,343−45.0%減碼查看
KNSAKINIKSA PHARMACEUTICALS INTLORD SHS CL A420,600$2,689.74 萬0.51%+240,001+132.9%加碼查看
TRVITREVI THERAPEUTICS INCCOM1,430,293$2,667.5 萬0.51%−1,024,107−41.7%減碼查看
IRONDISC MEDICINE INCCOM357,535$2,615.01 萬0.50%−710,015−66.5%減碼查看
WSTWEST PHARMACEUTICAL SVSC INCCOM70,600$2,534.54 萬0.48%+70,600新進查看
RLMDRELMADA THERAPEUTICS INCCOM3,631,195$2,512.79 萬0.48%−1,084,669−23.0%減碼查看
URGNUROGEN PHARMA LTDCOM676,187$2,488.37 萬0.47%−199,300−22.8%減碼查看
STROSUTRO BIOPHARMA INCCOM SHS743,944$2,469.89 萬0.47%−57,200−7.1%減碼查看
SVRASAVARA INCCOM3,959,900$2,439.3 萬0.46%+3,324,900+523.6%加碼查看
NPCENEUROPACE INCCOM1,505,125$2,391.64 萬0.45%−591,402−28.2%減碼查看
AURAAURA BIOSCIENCES INCCOM3,333,333$2,366.67 萬0.45%+3,333,333新進查看
ORICORIC PHARMACEUTICALS INCCOM2,015,000$2,182.25 萬0.41%−678,929−25.2%減碼查看
HELPCYBIN INCCOM NEW3,271,400$2,162.4 萬0.41%−561,443−14.6%減碼查看
BCRXBIOCRYST PHARMACEUTICALS INCCOM1,852,000$1,852 萬0.35%+426,800+29.9%加碼查看
BIOABIOAGE LABS INCCOM752,153$1,843.53 萬0.35%+40,342+5.7%加碼查看
LXEOLEXEO THERAPEUTICS INCCOM3,947,850$1,837.72 萬0.35%+345,400+9.6%加碼查看
WHWKWHITEHAWK THERAPEUTICS INCCOM3,934,296$1,801.91 萬0.34%−231,704−5.6%減碼查看
DFTXDEFINIUM THERAPEUTICS INCCOM SHS365,400$1,718.84 萬0.33%−438,600−54.6%減碼查看
SYRESPYRE THERAPEUTICS INCCOM NEW186,145$1,652.6 萬0.31%+186,145新進查看
CRBPCORBUS PHARMACEUTICALS HLDGSCOM NEW1,737,287$1,629.58 萬0.31%00.0%不變查看
VERAVERA THERAPEUTICS INCCL A369,596$1,585.94 萬0.30%00.0%不變查看
ALMSALUMIS INCCOM548,163$1,542.53 萬0.29%00.0%不變查看
EYPTEYEPOINT INCCOM NEW1,069,147$1,528.88 萬0.29%00.0%不變查看
WATWATERS CORPCOM40,300$1,511.41 萬0.29%+40,300新進查看
MNPRMONOPAR THERAPEUTICS INCCOM NEW157,423$1,457.58 萬0.28%+157,423新進查看
TVTXTRAVERE THERAPEUTICS INCCOM253,000$1,437.29 萬0.27%+253,000新進查看
TSHATAYSHA GENE THERAPIES INCCOM SHS2,000,000$1,362 萬0.26%+2,000,000新進查看
BIIBBIOGEN INCCOM61,600$1,330.93 萬0.25%00.0%不變查看
RVMDREVOLUTION MEDICINES INCCOM70,500$1,320.32 萬0.25%+18,500+35.6%加碼查看
DNTHDIANTHUS THERAPEUTICS INCCOM115,000$1,121.02 萬0.21%+115,000新進查看
SPRBSPRUCE BIOSCIENCES INCCOM NEW200,000$1,080 萬0.20%+200,000新進查看
LFSTLIFESTANCE HEALTH GROUP INCCOM947,400$1,014.67 萬0.19%+447,400+89.5%加碼查看
ERASERASCA INCCOM495,900$908.49 萬0.17%+495,900新進查看
TARAPROTARA THERAPEUTICS INCCOM STK2,220,000$848.04 萬0.16%+2,220,000新進查看
KROSKEROS THERAPEUTICS INCCOM759,155$812.3 萬0.15%00.0%不變查看
JANXJANUX THERAPEUTICS INCCOM524,700$805.94 萬0.15%−458,900−46.7%減碼查看
TECXTECTONIC THERAPEUTIC INCCOM226,600$778.94 萬0.15%00.0%不變查看
ACETADICET BIO INCCOM NEW844,787$729.9 萬0.14%−183,157−17.8%減碼查看
PHVSPHARVARIS N VCOM205,400$710.27 萬0.13%00.0%不變查看
ANROALTO NEUROSCIENCE INCCOM SHS257,852$680.47 萬0.13%+90,352+53.9%加碼查看
ZNTLZENTALIS PHARMACEUTICALS INCCOM1,390,576$674.43 萬0.13%+1,390,576新進查看
DRUGBRIGHT MINDS BIOSCIENCES INCCOM NEW93,000$652.86 萬0.12%+53,000+132.5%加碼查看
ALXOALX ONCOLOGY HLDGS INCCOM2,866,256$593.32 萬0.11%00.0%不變查看
TVTXTRAVERE THERAPEUTICS INCNOTE 0.500% 5/1–$589.44 萬0.11%–新進查看
XLOXILIO THERAPEUTICS INCCOM592,300$567.42 萬0.11%+592,300新進查看
BCAXBICARA THERAPEUTICS INCCOM191,100$567.38 萬0.11%−476,200−71.4%減碼查看
IMAIMAGENEBIO INCCOM909,269$536.47 萬0.10%+530,713+140.2%加碼查看
PTGXPROTAGONIST THERAPEUTICS INCCOM42,100$516.06 萬0.10%00.0%不變查看
ALNYALNYLAM PHARMACEUTICALS INCCOM17,000$511.75 萬0.10%−102,000−85.7%減碼查看
PALIPALISADE BIO INCCOM2,333,000$487.6 萬0.09%00.0%不變查看
REVOLUTION MEDICINES INC76155XAA8NOTE 0.500% 5/0–$437.97 萬0.08%–新進–

選擇權（8 檔）

同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。

ORBIMED ADVISORS LLC 在 2026 年第 2 季 的選擇權部位
證券類別賣權買權
STATE STREET SPDR S&P BIOTECH ETF78464A870ETF$4,747.5 萬–
ABVXABIVAX SASPONSORED ADS–$2,665.2 萬
PTGXPROTAGONIST THERAPEUTICS INCCOM–$1,838.7 萬
RVMDREVOLUTION MEDICINES INCCOM–$936.4 萬
PVLAPALVELLA THERAPEUTICS INC NECOM–$611.28 萬
UNHUNITEDHEALTH GROUP INC COMStock–$415.63 萬
ELVELEVANCE HEALTH INC FORMERLY A COMStock–$386.73 萬
SLSSELLAS LIFE SCIENCES GROUP ICOM NEW$136.53 萬–

2026 年第 1 季 之後清倉（21 檔）

2026 年第 1 季 季末還持有、這份申報已經沒有的部位。

ORBIMED ADVISORS LLC 在 2026 年第 1 季 之後清倉的部位
證券類別2026 年第 1 季 股數2026 年第 1 季 市值2026 年第 1 季 佔組合 %
MYGNMYRIAD GENETICS INCCOM–$1.23 億2.68%
PFEPFIZER INC COMStock1,946,500$5,465.77 萬1.19%
DHRDANAHER CORP DEL COMStock265,800$5,039.57 萬1.10%
RCELAVITA MEDICAL INCCOM544,895$4,251.61 萬0.93%
ASNDASCENDIS PHARMA A/SSPONSORED ADR181,977$4,162.36 萬0.91%
ESPERION THERAPEUTICS INC NE29664W105COM10,570,300$2,896.26 萬0.63%
BTSGBRIGHTSPRING HEALTH SVCS INCCOM497,800$2,121.13 萬0.46%
AMGNAMGEN INC COMStock39,900$1,403.88 萬0.31%
ALHCALIGNMENT HEALTHCARE INCCOM791,000$1,393.74 萬0.30%
REGNREGENERON PHARMACEUTICALSCOM14,700$1,135.78 萬0.25%
CARLCARLSMED INCCOM1,252,600$1,133.6 萬0.25%
GILDGILEAD SCIENCES INC COMStock59,600$830.65 萬0.18%
HRTXHERON THERAPEUTICS INCCOM9,816,940$785.45 萬0.17%
AVTXAVALO THERAPEUTICS INCCOM NEW475,165$709.42 萬0.15%
CMPSCOMPASS PATHWAYS PLCSPONSORED ADS1,150,646$636.31 萬0.14%
ADCTADC THERAPEUTICS SASHS1,318,026$494.26 萬0.11%
CGEMCULLINAN THERAPEUTICS INCCOM243,006$345.31 萬0.08%
JBIOJADE BIOSCIENCES INCCOM NEW185,011$259.94 萬0.06%
CCCCC4 THERAPEUTICS INCCOM STK856,353$225.22 萬0.05%
KALVISTA PHARMACEUTICALS INC483497103COM94,400$190.03 萬0.04%
VTGNVISTAGEN THERAPEUTICS INCCOM3,060,000$174.88 萬0.04%

各季 13F 申報

ORBIMED ADVISORS LLC 各季的 13F 申報
季度申報日持股檔數總值變化申報原文
2026 年第 2 季2026/8/14121$52.79 億與 2026 年第 1 季 比較SEC
2026 年第 1 季2026/5/15107$45.85 億與 2025 年第 4 季 比較SEC
2025 年第 4 季2026/2/17105$48.87 億與 2025 年第 3 季 比較SEC
2025 年第 3 季2025/11/1499$41.7 億與 2025 年第 2 季 比較SEC
2025 年第 2 季2025/8/1497$39.77 億與 2025 年第 1 季 比較SEC
2025 年第 1 季2025/5/15106$41.64 億與 2024 年第 4 季 比較SEC
2024 年第 4 季2025/2/14111$48.16 億與 2024 年第 3 季 比較SEC
2024 年第 3 季2024/11/14109$54.65 億與 2024 年第 2 季 比較SEC
2024 年第 2 季2024/8/14108$50.3 億與 2024 年第 1 季 比較SEC
2024 年第 1 季2024/5/15112$54.47 億與 2023 年第 4 季 比較SEC
2023 年第 4 季2024/2/14109$49.93 億與 2023 年第 3 季 比較SEC
2023 年第 3 季2023/11/14120$46.62 億與 2023 年第 2 季 比較SEC
2023 年第 2 季2023/8/14119$54.79 億與 2023 年第 1 季 比較SEC
2023 年第 1 季2023/5/15116$50.49 億與 2022 年第 4 季 比較SEC
2022 年第 4 季2023/2/14114$52.23 億與 2022 年第 3 季 比較SEC
2022 年第 3 季2022/11/14128$53.73 億與 2022 年第 2 季 比較SEC
2022 年第 2 季2022/8/15138$54.96 億與 2022 年第 1 季 比較SEC
2022 年第 1 季2022/5/16141$61.59 億與 2021 年第 4 季 比較SEC
2021 年第 4 季2022/2/14158$77.78 億與 2021 年第 3 季 比較SEC
2021 年第 3 季2021/11/15167$90.89 億與 2021 年第 2 季 比較SEC
2021 年第 2 季2021/8/16155$98.63 億與 2021 年第 1 季 比較SEC
2021 年第 1 季2021/5/17153$106.65 億–SEC