OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 167
- 較 2021 年第 2 季 +12
- 總值
- $90.1 億
- 較 2021 年第 2 季 −$7.75 億 (−7.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SWTXSpringWorks Therapeutics, Inc. | COM | 6,028,307 | $3.82 億 | 4.2% | −15,959−0.3% | 減碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $3.14 億 | 3.5% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,610,355 | $2.86 億 | 3.2% | −311,800−10.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,732,400 | $2.80 億 | 3.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,515,400 | $2.67 億 | 3.0% | 00.0% | 不變 | 歷史 |
| 0000000000 | Stock | 11,895,652 | $2.56 億 | 2.8% | 00.0% | 不變 | – |
| BSXBoston Scientific Corp | Stock | 5,833,600 | $2.53 億 | 2.8% | −1,087,000−15.7% | 減碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,373,200 | $2.43 億 | 2.7% | +109,000+8.6% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 13,944,680 | $2.31 億 | 2.6% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 5,383,500 | $2.27 億 | 2.5% | +5,383,500 | 新進 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 7,330,423 | $2.18 億 | 2.4% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 1,572,800 | $1.75 億 | 1.9% | −485,000−23.6% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 6,645,100 | $1.64 億 | 1.8% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 877,400 | $1.59 億 | 1.8% | −188,000−17.6% | 減碼 | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,361,327 | $1.57 億 | 1.7% | 00.0% | 不變 | 歷史 |
| GHGuardant Health, Inc. | COM | 1,227,400 | $1.53 億 | 1.7% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,420,600 | $1.53 億 | 1.7% | +253,100+21.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 389,700 | $1.52 億 | 1.7% | 00.0% | 不變 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 6,073,850 | $1.45 億 | 1.6% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 139,600 | $1.39 億 | 1.5% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 1,065,700 | $1.34 億 | 1.5% | +130,000+13.9% | 加碼 | – |
| HUMHumana Inc | Stock | 335,000 | $1.30 億 | 1.4% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,126,400 | $1.28 億 | 1.4% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 228,000 | $1.25 億 | 1.4% | −69,400−23.3% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 1,192,015 | $1.14 億 | 1.3% | −39,100−3.2% | 減碼 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $1.09 億 | 1.2% | 00.0% | 不變 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 660,800 | $9,672 萬 | 1.1% | +660,800 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 337,400 | $8,898 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 3,847,929 | $8,858 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $8,723 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $8,718 萬 | 1.0% | −103,837−3.0% | 減碼 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 14,897,914 | $8,447 萬 | 0.9% | +1,961,292+15.2% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $8,378 萬 | 0.9% | −2,042,251−32.8% | 減碼 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,873,494 | $8,089 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 207,100 | $7,721 萬 | 0.9% | −128,600−38.3% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 3,466,386 | $7,498 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 2,183,143 | $7,418 萬 | 0.8% | −1,114,158−33.8% | 減碼 | 歷史 |
| ETNB89bio, Inc. | COM | 3,729,442 | $7,306 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,270,045 | $7,112 萬 | 0.8% | −95,400−7.0% | 減碼 | 歷史 |
| PASGPassage BIO, Inc. | COM | 6,962,899 | $6,935 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 612,700 | $6,858 萬 | 0.8% | +93,700+18.1% | 加碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $6,644 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 234,200 | $6,628 萬 | 0.7% | +166,800+247.5% | 加碼 | 歷史 |
| NPCENeuroPace Inc | COM | 4,012,281 | $6,360 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,996,876 | $6,308 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 110,300 | $6,302 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 7,232,856 | $5,671 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,328,300 | $5,649 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 4,102,925 | $5,408 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,337,574 | $4,888 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 2,248,000 | $4,815 萬 | 0.5% | +942,700+72.2% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 193,800 | $4,704 萬 | 0.5% | +193,800 | 新進 | 歷史 |
| ERASErasca, Inc. | COM | 2,167,341 | $4,599 萬 | 0.5% | +2,167,341 | 新進 | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 1,271,100 | $4,598 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SGENSeagen Inc. | COM | 268,000 | $4,551 萬 | 0.5% | +268,000 | 新進 | 歷史 |
| TCDATricida, Inc. | COM | 9,614,280 | $4,461 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 5,895,159 | $4,362 萬 | 0.5% | +1,331,114+29.2% | 加碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $4,355 萬 | 0.5% | +1,010,637+32.9% | 加碼 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 17,264,764 | $4,178 萬 | 0.5% | – | – | 歷史 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $4,136 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CTKBCytek Biosciences, Inc. | COM | 1,923,139 | $4,117 萬 | 0.5% | +1,923,139 | 新進 | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,123,304 | $3,958 萬 | 0.4% | 00.0% | 不變 | – |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $3,950 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LogicBio Therapeutics, Inc.54142F102 | COM | 8,466,783 | $3,878 萬 | 0.4% | 00.0% | 不變 | – |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $3,813 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 723,457 | $3,806 萬 | 0.4% | +492,552+213.3% | 加碼 | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 2,257,387 | $3,747 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 2,933,941 | $3,703 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 12,909,283 | $3,537 萬 | 0.4% | −1,558,589−10.8% | 減碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $3,361 萬 | 0.4% | −1,109,644−13.8% | 減碼 | 歷史 |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 1,856,201 | $3,319 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SRRASierra Oncology, Inc. | COM NEW | 1,477,320 | $3,238 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 4,015,524 | $3,192 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $3,190 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,428,666 | $3,152 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $3,121 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LABStandard Biotools Inc. | COM | 4,599,571 | $3,031 萬 | 0.3% | −62,300−1.3% | 減碼 | 歷史 |
| Cybin Ord23256X100 | COM | 13,447,121 | $2,946 萬 | 0.3% | +13,447,121 | 新進 | – |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $2,857 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRISCuris Inc | COM NEW | 3,521,400 | $2,757 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 2,888,847 | $2,724 萬 | 0.3% | +88,600+3.2% | 加碼 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 556,000 | $2,669 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,034,665 | $2,625 萬 | 0.3% | +89,265+9.4% | 加碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,146,145 | $2,587 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,224,770 | $2,554 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 1,449,904 | $2,376 萬 | 0.3% | +343,597+31.1% | 加碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 5,826,224 | $2,354 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AFIBAcutus Medical, Inc. | COM | 2,648,386 | $2,341 萬 | 0.3% | −2,829,572−51.7% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 414,300 | $2,237 萬 | 0.2% | +414,300 | 新進 | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM | 1,998,521 | $2,236 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 807,792 | $2,226 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CTICCti Biopharma Corp | COM | 7,520,600 | $2,219 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 311,700 | $2,071 萬 | 0.2% | +311,700 | 新進 | 歷史 |
| HARPHarpoon Therapeutics, Inc. | COM | 2,611,308 | $2,063 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $2,009 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 2,655,600 | $1,973 萬 | 0.2% | +508,200+23.7% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 585,574 | $1,874 萬 | 0.2% | +114,400+24.3% | 加碼 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 1,479,733 | $1,850 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYBXSynlogic, Inc. | COM | 6,029,995 | $1,839 萬 | 0.2% | +2,333,333+63.1% | 加碼 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $1,827 萬 | 0.2% | 00.0% | 不變 | 歷史 |
選擇權（5 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。
2021 年第 2 季之後清倉（14 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AUPHAurinia Pharmaceuticals Inc. | COM | 6,069,032 | $7,866 萬 | 0.8% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 447,859 | $5,892 萬 | 0.6% | 歷史 |
| Trillium Therapeutics Inc.89620X506 | COM NEW | 3,322,300 | $3,223 萬 | 0.3% | – |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 848,503 | $2,871 萬 | 0.3% | 歷史 |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 150,900 | $2,772 萬 | 0.3% | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 350,000 | $1,281 萬 | 0.1% | 歷史 |
| ALECAlector, Inc. | COM | 611,478 | $1,274 萬 | 0.1% | 歷史 |
| STROSutro Biopharma, Inc. | COM | 433,700 | $806.2 萬 | 0.1% | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 350,000 | $794.5 萬 | 0.1% | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 350,000 | $736.4 萬 | 0.1% | 歷史 |
| OTICOtonomy, Inc. | COM | 3,250,000 | $724.8 萬 | 0.1% | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 100,000 | $602.5 萬 | 0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 166,939 | $505.2 萬 | 0.1% | 歷史 |
| PPBTPurple Biotech Ltd. | SPONSORED ADS | 17,712 | $8.60 萬 | <0.1% | 歷史 |