OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 155
- 較 2021 年第 1 季 +2
- 總值
- $97.9 億
- 較 2021 年第 1 季 −$8.08 億 (−7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SWTXSpringWorks Therapeutics, Inc. | COM | 6,044,266 | $4.98 億 | 5.1% | −142,041−2.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,515,400 | $3.02 億 | 3.1% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 13,944,680 | $2.97 億 | 3.0% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 6,920,600 | $2.96 億 | 3.0% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,732,400 | $2.90 億 | 3.0% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $2.87 億 | 2.9% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,922,155 | $2.74 億 | 2.8% | −222,200−7.1% | 減碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $2.70 億 | 2.8% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 7,330,423 | $2.50 億 | 2.6% | 00.0% | 不變 | 歷史 |
| 0000000000 | Stock | 11,895,652 | $2.50 億 | 2.6% | 00.0% | 不變 | – |
| NTRANatera, Inc. | COM | 2,057,800 | $2.34 億 | 2.4% | −138,100−6.3% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,065,400 | $2.15 億 | 2.2% | −70,500−6.2% | 減碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,264,200 | $2.04 億 | 2.1% | +43,000+3.5% | 加碼 | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,361,327 | $1.84 億 | 1.9% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 6,645,100 | $1.73 億 | 1.8% | 00.0% | 不變 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 6,073,850 | $1.66 億 | 1.7% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 389,700 | $1.56 億 | 1.6% | −13,300−3.3% | 減碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 1,227,400 | $1.52 億 | 1.6% | +250,000+25.6% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 335,000 | $1.48 億 | 1.5% | +21,400+6.8% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 6,223,019 | $1.37 億 | 1.4% | −1,977,749−24.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,167,500 | $1.32 億 | 1.3% | −45,700−3.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 139,600 | $1.28 億 | 1.3% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 335,700 | $1.28 億 | 1.3% | +49,100+17.1% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 297,400 | $1.27 億 | 1.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 935,700 | $1.27 億 | 1.3% | +935,700 | 新進 | – |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 3,297,301 | $1.21 億 | 1.2% | +1,916,401+138.8% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 1,231,115 | $1.20 億 | 1.2% | −70,600−5.4% | 減碼 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,873,494 | $1.19 億 | 1.2% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,126,400 | $1.17 億 | 1.2% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,426,325 | $1.07 億 | 1.1% | 00.0% | 不變 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $1.03 億 | 1.0% | 00.0% | 不變 | – |
| NPCENeuroPace Inc | COM | 4,012,281 | $9,545 萬 | 1.0% | +4,012,281 | 新進 | 歷史 |
| AFIBAcutus Medical, Inc. | COM | 5,477,958 | $9,302 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PASGPassage BIO, Inc. | COM | 6,962,899 | $9,219 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 3,847,929 | $8,958 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 337,400 | $8,763 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 3,466,386 | $8,649 萬 | 0.9% | +3,466,386 | 新進 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 12,936,622 | $8,525 萬 | 0.9% | +3,804,800+41.7% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 519,000 | $8,402 萬 | 0.9% | −33,500−6.1% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,365,445 | $8,056 萬 | 0.8% | −559,815−29.1% | 減碼 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 6,069,032 | $7,866 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,328,300 | $7,780 萬 | 0.8% | +361,300+37.4% | 加碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 7,232,856 | $7,443 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $7,133 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 3,729,442 | $6,974 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 4,564,045 | $6,627 萬 | 0.7% | −1,655,065−26.6% | 減碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 4,102,925 | $6,360 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,123,304 | $5,974 萬 | 0.6% | +5,123,304 | 新進 | – |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 447,859 | $5,892 萬 | 0.6% | −57,300−11.3% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,996,876 | $5,649 萬 | 0.6% | +243,309+8.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 110,300 | $5,564 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM | 1,998,521 | $5,492 萬 | 0.6% | +1,998,521 | 新進 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | – | $5,473 萬 | 0.6% | – | – | 歷史 |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 1,856,201 | $5,468 萬 | 0.6% | −41,462−2.2% | 減碼 | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 1,271,100 | $5,372 萬 | 0.5% | +1,271,100 | 新進 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $4,904 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $4,877 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 2,257,387 | $4,691 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $4,648 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 14,467,872 | $4,557 萬 | 0.5% | +5,863,872+68.2% | 加碼 | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $4,253 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVAXNovavax Inc | COM NEW | 200,295 | $4,253 萬 | 0.4% | +44,462+28.5% | 加碼 | 歷史 |
| TCDATricida, Inc. | COM | 9,614,280 | $4,153 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,337,574 | $4,135 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 2,933,941 | $4,119 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 1,305,300 | $4,108 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 2,800,247 | $3,803 萬 | 0.4% | +907,747+48.0% | 加碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 5,826,224 | $3,770 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LogicBio Therapeutics, Inc.54142F102 | COM | 8,466,783 | $3,759 萬 | 0.4% | 00.0% | 不變 | – |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $3,724 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HARPHarpoon Therapeutics, Inc. | COM | 2,611,308 | $3,622 萬 | 0.4% | +325,604+14.2% | 加碼 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 556,000 | $3,602 萬 | 0.4% | −66,900−10.7% | 減碼 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 1,106,307 | $3,400 萬 | 0.3% | +1,106,307 | 新進 | 歷史 |
| Trillium Therapeutics Inc.89620X506 | COM NEW | 3,322,300 | $3,223 萬 | 0.3% | +157,100+5.0% | 加碼 | – |
| GHRSGH Research PLC | ORDINARY SHARES | 1,428,666 | $3,105 萬 | 0.3% | +1,428,666 | 新進 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,146,145 | $2,951 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $2,931 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KALAKALA BIO, Inc. | COM | 5,465,030 | $2,897 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SRRASierra Oncology, Inc. | COM NEW | 1,477,320 | $2,876 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LABStandard Biotools Inc. | COM | 4,661,871 | $2,872 萬 | 0.3% | +62,300+1.4% | 加碼 | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 848,503 | $2,871 萬 | 0.3% | −358,383−29.7% | 減碼 | 歷史 |
| CRISCuris Inc | COM NEW | 3,521,400 | $2,842 萬 | 0.3% | −845,094−19.4% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 4,015,524 | $2,795 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 150,900 | $2,772 萬 | 0.3% | +48,800+47.8% | 加碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 3,070,955 | $2,764 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APTOAptose Biosciences Inc. | COM NEW | 8,030,000 | $2,666 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,224,770 | $2,606 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,334,217 | $2,484 萬 | 0.3% | −1,163,700−46.6% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 67,400 | $2,334 萬 | 0.2% | −14,600−17.8% | 減碼 | 歷史 |
| FLXNFlexion Therapeutics Inc | COM | 2,769,383 | $2,279 萬 | 0.2% | +461,300+20.0% | 加碼 | 歷史 |
| CALCCalciMedica, Inc. | COM SHS | 4,163,347 | $2,261 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 807,792 | $2,260 萬 | 0.2% | +151,666+23.1% | 加碼 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $2,177 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 8,053,298 | $2,150 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 2,719,902 | $2,149 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 945,400 | $2,128 萬 | 0.2% | +296,626+45.7% | 加碼 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM | 4,090,937 | $2,070 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 2,033,759 | $1,989 萬 | 0.2% | +1,084,711+114.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $1,980 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 1,333,801 | $1,883 萬 | 0.2% | +83,800+6.7% | 加碼 | 歷史 |
選擇權（3 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Curevac N VN2451R105 | COM | $1,029 萬 | $220.4 萬 |
| BSXBoston Scientific Corp | Stock | – | $1,069 萬 |
| WM Technology, Inc.92971A117 | *W EXP 06/16/202 | – | $95.4 萬 |
2021 年第 1 季之後清倉（20 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HAEHaemonetics Corp | COM | 852,000 | $9,458 萬 | 0.9% | 歷史 |
| ADVMAdverum Biotechnologies, Inc. | COM | 5,501,144 | $5,424 萬 | 0.5% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 162,400 | $3,796 萬 | 0.4% | 歷史 |
| Pandion Therapeutics Inc698340106 | COM | 528,229 | $3,172 萬 | 0.3% | – |
| ALHCAlignment Healthcare, Inc. | COM | 800,000 | $1,754 萬 | 0.2% | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 528,100 | $1,319 萬 | 0.1% | 歷史 |
| Olink Hldg AB680710100 | SPONSORED ADS | 300,000 | $1,080 萬 | 0.1% | – |
| LRMRLarimar Therapeutics, Inc. | COM | 617,245 | $901.8 萬 | 0.1% | 歷史 |
| HCATHealth Catalyst, Inc. | COM | 179,598 | $840.0 萬 | 0.1% | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 800,000 | $836.0 萬 | 0.1% | 歷史 |
| SGFYSignify Health, Inc. | CL A COM | 225,000 | $658.4 萬 | 0.1% | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 72,500 | $581.8 萬 | 0.1% | 歷史 |
| TCRRTCR2 Therapeutics Inc. | COM | 249,279 | $550.4 萬 | 0.1% | 歷史 |
| FBRXForte Biosciences, Inc. | COM | 159,664 | $547.2 萬 | 0.1% | 歷史 |
| INNVInnovAge Holding Corp. | COM | 200,000 | $515.8 萬 | <0.1% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 127,816 | $470.6 萬 | <0.1% | 歷史 |
| SANASana Biotechnology, Inc. | COM | 60,000 | $200.8 萬 | <0.1% | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 339,169 | $153.5 萬 | <0.1% | 歷史 |
| Silver Spike Acquisition CorG8136L114 | *W EXP 08/02/202 | 150,200 | $105.7 萬 | <0.1% | – |
| Arya Sciences Acquisition CoG3166W106 | COM CL A | 49,375 | $68.0 萬 | <0.1% | – |