OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 158
- 較 2021 年第 3 季 −9
- 總值
- $77.1 億
- 較 2021 年第 3 季 −$13.1 億 (−14.5%)
| 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 | $3.74 億 | 4.8% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,339,800 | $2.71 億 | 3.5% | −175,600−3.9% | 減碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,500,055 | $2.69 億 | 3.5% | −110,300−4.2% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 5,552,300 | $2.36 億 | 3.1% | −281,300−4.8% | 減碼 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 16,838,668 | $2.14 億 | 2.8% | +16,838,668 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 13,944,680 | $2.13 億 | 2.8% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,426,400 | $2.09 億 | 2.7% | +53,200+3.9% | 加碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 7,330,423 | $1.69 億 | 2.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 2,615,400 | $1.54 億 | 2.0% | +2,615,400 | 新進 | 歷史 |
| 0000000000 | Stock | 11,895,652 | $1.49 億 | 1.9% | 00.0% | 不變 | – |
| HUMHumana Inc | Stock | 318,300 | $1.48 億 | 1.9% | −16,700−5.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,068,800 | $1.45 億 | 1.9% | −351,800−24.8% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 658,100 | $1.45 億 | 1.9% | −219,300−25.0% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,076,200 | $1.39 億 | 1.8% | −50,200−4.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,779,300 | $1.36 億 | 1.8% | −1,953,100−52.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 271,000 | $1.36 億 | 1.8% | −118,700−30.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 373,800 | $1.34 億 | 1.7% | −45,000−10.7% | 減碼依 3 比 1 拆股換算 | 歷史 |
| NTRANatera, Inc. | COM | 1,413,985 | $1.32 億 | 1.7% | −158,815−10.1% | 減碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 7,447,141 | $1.30 億 | 1.7% | +214,285+3.0% | 加碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 6,073,850 | $1.26 億 | 1.6% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $1.25 億 | 1.6% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 465,300 | $1.24 億 | 1.6% | +127,900+37.9% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 1,227,400 | $1.23 億 | 1.6% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 6,337,700 | $1.21 億 | 1.6% | −307,400−4.6% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 1,009,700 | $1.13 億 | 1.5% | −56,000−5.3% | 減碼 | – |
| SGENSeagen Inc. | COM | 655,600 | $1.01 億 | 1.3% | +387,600+144.6% | 加碼 | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,106,450 | $1.00 億 | 1.3% | −254,877−10.8% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 389,500 | $1.00 億 | 1.3% | +195,700+101.0% | 加碼 | 歷史 |
| TCDATricida, Inc. | COM | 10,280,947 | $9,829 萬 | 1.3% | +666,667+6.9% | 加碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $9,826 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,196,876 | $9,082 萬 | 1.2% | +200,000+6.7% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 3,727,466 | $8,849 萬 | 1.1% | −375,459−9.2% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 152,900 | $8,210 萬 | 1.1% | −75,100−32.9% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 931,915 | $7,937 萬 | 1.0% | −260,100−21.8% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 860,880 | $7,606 萬 | 1.0% | +749,980+676.3% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 564,300 | $7,169 萬 | 0.9% | −96,500−14.6% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $7,007 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 21,642,975 | $6,861 萬 | 0.9% | +21,642,975 | 新進 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 3,847,929 | $6,819 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 5,974,535 | $6,602 萬 | 0.9% | +79,376+1.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 94,700 | $6,319 萬 | 0.8% | −15,600−14.1% | 減碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $5,979 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $5,821 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $5,653 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $5,596 萬 | 0.7% | −630,000−18.2% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 230,200 | $5,523 萬 | 0.7% | −4,000−1.7% | 減碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 2,305,300 | $5,120 萬 | 0.7% | +57,300+2.5% | 加碼 | 歷史 |
| ETNB89bio, Inc. | COM | 3,729,442 | $4,874 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $4,763 萬 | 0.6% | 00.0% | 不變 | – |
| PASGPassage BIO, Inc. | COM | 6,962,899 | $4,421 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,981,300 | $4,337 萬 | 0.6% | +1,790,700+939.5% | 加碼 | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,290,300 | $4,276 萬 | 0.6% | −38,000−2.9% | 減碼 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,873,494 | $4,081 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NPCENeuroPace Inc | COM | 4,012,281 | $4,044 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 717,257 | $3,954 萬 | 0.5% | −6,200−0.9% | 減碼 | 歷史 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $3,875 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $3,827 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 2,933,941 | $3,679 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 1,233,600 | $3,627 萬 | 0.5% | −37,500−3.0% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 4,983,500 | $3,618 萬 | 0.5% | −400,000−7.4% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,337,574 | $3,436 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 807,100 | $3,408 萬 | 0.4% | +251,100+45.2% | 加碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,428,732 | $3,333 萬 | 0.4% | +660.0% | 加碼 | 歷史 |
| SRRASierra Oncology, Inc. | COM NEW | 1,477,320 | $3,212 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CTKBCytek Biosciences, Inc. | COM | 1,923,139 | $3,139 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 3,868,786 | $2,871 萬 | 0.4% | −11,029,128−74.0% | 減碼 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | – | $2,762 萬 | 0.4% | – | – | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $2,680 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,096,700 | $2,609 萬 | 0.3% | +62,035+6.0% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 1,667,693 | $2,598 萬 | 0.3% | −499,648−23.1% | 減碼 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 938,000 | $2,595 萬 | 0.3% | +593,000+171.9% | 加碼 | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,223,804 | $2,565 萬 | 0.3% | +100,500+2.0% | 加碼 | – |
| VTYXVentyx Biosciences, Inc. | COM | 1,289,280 | $2,561 萬 | 0.3% | +1,289,280 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 12,909,283 | $2,517 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 299,000 | $2,443 萬 | 0.3% | −12,700−4.1% | 減碼 | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM | 2,104,359 | $2,433 萬 | 0.3% | +105,838+5.3% | 加碼 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $2,408 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 2,859,900 | $2,388 萬 | 0.3% | +204,300+7.7% | 加碼 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 1,418,300 | $2,313 萬 | 0.3% | −2,337−0.2% | 減碼 | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $2,300 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HARPHarpoon Therapeutics, Inc. | COM | 2,903,508 | $2,192 萬 | 0.3% | +292,200+11.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $2,088 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 2,313,681 | $2,071 萬 | 0.3% | +56,294+2.5% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 631,000 | $1,971 萬 | 0.3% | +154,000+32.3% | 加碼 | 歷史 |
| LogicBio Therapeutics, Inc.54142F102 | COM | 8,466,783 | $1,956 萬 | 0.3% | 00.0% | 不變 | – |
| LENZLENZ Therapeutics, Inc. | COM | 1,565,812 | $1,946 萬 | 0.3% | +115,908+8.0% | 加碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 2,888,847 | $1,797 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $1,779 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Danaher Corp235851409 | 5% CONV PFD B | – | $1,738 萬 | 0.2% | – | 新進 | – |
| CRISCuris Inc | COM NEW | 3,634,800 | $1,730 萬 | 0.2% | +113,400+3.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 45,100 | $1,716 萬 | 0.2% | +45,100 | 新進 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 5,826,224 | $1,695 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,583,821 | $1,692 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $1,673 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $1,627 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 406,100 | $1,569 萬 | 0.2% | −8,200−2.0% | 減碼 | 歷史 |
| RXSTRxSight, Inc. | COM | 1,383,500 | $1,556 萬 | 0.2% | +133,500+10.7% | 加碼 | 歷史 |
| LABStandard Biotools Inc. | COM | 3,819,348 | $1,497 萬 | 0.2% | −780,223−17.0% | 減碼 | 歷史 |
| SYBXSynlogic, Inc. | COM | 6,029,995 | $1,459 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 985,900 | $1,434 萬 | 0.2% | +334,117+51.3% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（23 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ELVElevance Health, Inc. | Stock | 207,100 | $7,721 萬 | 0.9% | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 2,183,143 | $7,418 萬 | 0.8% | 歷史 |
| PGNYProgyny, Inc. | COM | 1,270,045 | $7,112 萬 | 0.8% | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 612,700 | $6,858 萬 | 0.8% | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 807,792 | $2,226 萬 | 0.2% | 歷史 |
| CTICCti Biopharma Corp | COM | 7,520,600 | $2,219 萬 | 0.2% | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 1,479,733 | $1,850 萬 | 0.2% | 歷史 |
| HUMAHumacyte, Inc. | COM | 1,500,000 | $1,742 萬 | 0.2% | 歷史 |
| FLXNFlexion Therapeutics Inc | COM | 2,769,383 | $1,689 萬 | 0.2% | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 440,000 | $1,441 萬 | 0.2% | 歷史 |
| MAPSWM Technology, Inc. | COM | 700,400 | $1,016 萬 | 0.1% | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 1,150,000 | $993.6 萬 | 0.1% | 歷史 |
| NVAXNovavax Inc | COM NEW | 45,580 | $944.9 萬 | 0.1% | 歷史 |
| KALAKALA BIO, Inc. | COM | 3,438,998 | $901.0 萬 | 0.1% | 歷史 |
| CNVYConvey Health Solutions Holdings, Inc. | COM | 1,000,000 | $840.0 萬 | 0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 13,560 | $820.6 萬 | 0.1% | 歷史 |
| OWLTOwlet, Inc. | COMMON STOCK | 1,200,000 | $670.8 萬 | 0.1% | 歷史 |
| NBTXNanobiotix S.A. | SPONSORED ADS | 500,000 | $568.0 萬 | 0.1% | 歷史 |
| APTOAptose Biosciences Inc. | COM NEW | 2,594,348 | $565.6 萬 | 0.1% | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 135,000 | $515.0 萬 | 0.1% | 歷史 |
| RGENRepligen Corp | COM | 14,724 | $425.5 萬 | <0.1% | 歷史 |
| SBBPStrongbridge Biopharma plc | SHS USD | 794,675 | $162.1 萬 | <0.1% | 歷史 |
| PHASPhaseBio Pharmaceuticals Inc | COM | 177,113 | $55.1 萬 | <0.1% | 歷史 |