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 |
|---|---|---|---|---|---|---|---|
| PPBTPurple Biotech Ltd. | SPONSORED ADS | 17,712 | $8.60 萬 | <0.1% | −13,706−43.6% | 減碼 | 歷史 |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 113,500 | $103.5 萬 | <0.1% | −186,500−62.2% | 減碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 557,191 | $302.6 萬 | <0.1% | +557,191 | 新進 | 歷史 |
| IFRXInflaRx N.V. | COM | 1,064,118 | $316.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INZYInozyme Pharma, Inc. | COM | 188,704 | $321.6 萬 | <0.1% | +188,704 | 新進 | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 247,240 | $363.2 萬 | <0.1% | +247,240 | 新進 | 歷史 |
| ADAGAdagene Inc. | ADS | 275,000 | $372.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 450,000 | $438.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 64,700 | $503.0 萬 | 0.1% | −135,578−67.7% | 減碼 | 歷史 |
| OGNOrganon & Co. | Stock | 166,939 | $505.2 萬 | 0.1% | +166,939 | 新進 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 500,000 | $510.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBBPStrongbridge Biopharma plc | SHS USD | 1,744,669 | $518.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LUNGPulmonx Corp | COM | 125,000 | $551.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 100,000 | $602.5 萬 | 0.1% | +100,000 | 新進 | 歷史 |
| RXDXPrometheus Biosciences, Inc. | COM | 250,000 | $614.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 362,000 | $635.7 萬 | 0.1% | +362,000 | 新進 | 歷史 |
| NBTXNanobiotix S.A. | SPONSORED ADS | 500,000 | $689.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OTICOtonomy, Inc. | COM | 3,250,000 | $724.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 350,000 | $736.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LABPLandos Biopharma, Inc. | COM | 681,000 | $786.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 350,000 | $794.5 萬 | 0.1% | +350,000 | 新進 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 300,000 | $795.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STROSutro Biopharma, Inc. | COM | 433,700 | $806.2 萬 | 0.1% | +83,700+23.9% | 加碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 150,000 | $820.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Aslan Pharmaceuticals Ltd04522R101 | ADS | 2,520,000 | $831.6 萬 | 0.1% | 00.0% | 不變 | – |
| WHWKWhitehawk Therapeutics, Inc. | COM | 5,193,946 | $877.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 1,373,849 | $893.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GYREGyre Therapeutics, Inc. | COM NEW | 2,118,600 | $917.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NBPNovaBridge Biosciences | SPONSORED ADS | 111,120 | $932.9 萬 | 0.1% | +92,555+498.5% | 加碼 | 歷史 |
| NMTR9 Meters Biopharma, Inc. | COM | 8,565,974 | $942.3 萬 | 0.1% | −17,150,781−66.7% | 減碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 1,513,168 | $957.8 萬 | 0.1% | +1,513,168 | 新進 | 歷史 |
| Nanostring Technologies Inc63009RAD1 | NOTE 2.625% 5/0 | – | $970.5 萬 | 0.1% | – | 新進 | – |
| SYRSSyros Pharmaceuticals, Inc. | COM | 1,837,500 | $1,001 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVRXCVRx, Inc. | COM | 400,000 | $1,120 萬 | 0.1% | +400,000 | 新進 | 歷史 |
| CNVYConvey Health Solutions Holdings, Inc. | COM | 1,000,000 | $1,138 萬 | 0.1% | +1,000,000 | 新進 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 407,047 | $1,194 萬 | 0.1% | +407,047 | 新進 | 歷史 |
| IMDXInsight Molecular Diagnostics Inc. | COM | 2,100,000 | $1,205 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 535,714 | $1,223 萬 | 0.1% | +535,714 | 新進 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 3,954,800 | $1,227 萬 | 0.1% | 00.0% | 不變 | – |
| MAPSWM Technology, Inc. | COM | 700,400 | $1,251 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HLSQTessera Defense & Homeland Security Inc. | COM | 2,313,489 | $1,263 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 611,478 | $1,274 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 350,000 | $1,281 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 57,100 | $1,392 萬 | 0.1% | −34,400−37.6% | 減碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,583,821 | $1,421 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYBXSynlogic, Inc. | COM | 3,696,662 | $1,438 萬 | 0.1% | +1,666,666+82.1% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 471,174 | $1,451 萬 | 0.1% | −497,905−51.4% | 減碼 | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 2,147,400 | $1,460 萬 | 0.1% | +323,800+17.8% | 加碼 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,584,845 | $1,552 萬 | 0.2% | 00.0% | 不變 | – |
| VORVor Biopharma Inc. | COM | 833,333 | $1,554 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 1,546,700 | $1,562 萬 | 0.2% | +1,546,700 | 新進 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 230,905 | $1,591 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 1,479,733 | $1,672 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CTICCti Biopharma Corp | COM | 7,520,600 | $1,880 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 |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $1,980 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 |
| DMRADamora Therapeutics, Inc. | COM | 4,090,937 | $2,070 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 |
| ELVNEnliven Therapeutics, Inc. | COM | 2,719,902 | $2,149 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 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $2,177 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 |
| CALCCalciMedica, Inc. | COM SHS | 4,163,347 | $2,261 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FLXNFlexion Therapeutics Inc | COM | 2,769,383 | $2,279 萬 | 0.2% | +461,300+20.0% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 67,400 | $2,334 萬 | 0.2% | −14,600−17.8% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,334,217 | $2,484 萬 | 0.3% | −1,163,700−46.6% | 減碼 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,224,770 | $2,606 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 |
| ALPNAlpine Immune Sciences, Inc. | COM | 3,070,955 | $2,764 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 |
| SYRESpyre Therapeutics, Inc. | COM | 4,015,524 | $2,795 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRISCuris Inc | COM NEW | 3,521,400 | $2,842 萬 | 0.3% | −845,094−19.4% | 減碼 | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 848,503 | $2,871 萬 | 0.3% | −358,383−29.7% | 減碼 | 歷史 |
| LABStandard Biotools Inc. | COM | 4,661,871 | $2,872 萬 | 0.3% | +62,300+1.4% | 加碼 | 歷史 |
| SRRASierra Oncology, Inc. | COM NEW | 1,477,320 | $2,876 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 |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $2,931 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,146,145 | $2,951 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,428,666 | $3,105 萬 | 0.3% | +1,428,666 | 新進 | 歷史 |
| Trillium Therapeutics Inc.89620X506 | COM NEW | 3,322,300 | $3,223 萬 | 0.3% | +157,100+5.0% | 加碼 | – |
| LENZLENZ Therapeutics, Inc. | COM | 1,106,307 | $3,400 萬 | 0.3% | +1,106,307 | 新進 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 556,000 | $3,602 萬 | 0.4% | −66,900−10.7% | 減碼 | 歷史 |
| HARPHarpoon Therapeutics, Inc. | COM | 2,611,308 | $3,622 萬 | 0.4% | +325,604+14.2% | 加碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $3,724 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 | – |
| IRONDisc Medicine, Inc. | COM | 5,826,224 | $3,770 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 |
| SIBNSI-BONE, Inc. | COM | 1,305,300 | $4,108 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 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,337,574 | $4,135 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TCDATricida, Inc. | COM | 9,614,280 | $4,153 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 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $4,253 萬 | 0.4% | 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 |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $4,648 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 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $4,877 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $4,904 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 1,271,100 | $5,372 萬 | 0.5% | +1,271,100 | 新進 | 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% | – |