OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 141
- 較 2021 年第 4 季 −17
- 總值
- $61.6 億
- 較 2021 年第 4 季 −$15.5 億 (−20.1%)
| 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 | $3.40 億 | 5.5% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,196,555 | $2.31 億 | 3.8% | −303,500−12.1% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,599,500 | $2.04 億 | 3.3% | −952,800−17.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 3,905,500 | $2.02 億 | 3.3% | +1,290,100+49.3% | 加碼 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,041,668 | $1.96 億 | 3.2% | +203,000+1.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,607,700 | $1.90 億 | 3.1% | −1,732,100−39.9% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 381,700 | $1.66 億 | 2.7% | +63,400+19.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 534,200 | $1.61 億 | 2.6% | +160,400+42.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 294,200 | $1.50 億 | 2.4% | +23,200+8.6% | 加碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 7,447,141 | $1.49 億 | 2.4% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 915,600 | $1.48 億 | 2.4% | −153,200−14.3% | 減碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,855,423 | $1.43 億 | 2.3% | −475,000−6.5% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 13,944,680 | $1.35 億 | 2.2% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,630,500 | $1.34 億 | 2.2% | +204,100+14.3% | 加碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,647,030 | $1.27 億 | 2.1% | +786,150+91.3% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,051,300 | $1.24 億 | 2.0% | −24,900−2.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 457,100 | $1.22 億 | 2.0% | −8,200−1.8% | 減碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 6,073,850 | $1.17 億 | 1.9% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 6,633,006 | $1.10 億 | 1.8% | +295,306+4.7% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 400,200 | $1.04 億 | 1.7% | −257,900−39.2% | 減碼 | 歷史 |
| SGENSeagen Inc. | COM | 667,700 | $9,618 萬 | 1.6% | +12,100+1.8% | 加碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $9,133 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| GHGuardant Health, Inc. | COM | 1,325,400 | $8,779 萬 | 1.4% | +98,000+8.0% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 719,034 | $8,526 萬 | 1.4% | +719,034 | 新進 | 歷史 |
| TCDATricida, Inc. | COM | 10,280,947 | $8,451 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 875,515 | $8,208 萬 | 1.3% | −56,400−6.1% | 減碼 | 歷史 |
| 0000000000 | Stock | 11,895,652 | $7,711 萬 | 1.3% | 00.0% | 不變 | – |
| DXCMDexcom Inc | COM | 149,900 | $7,669 萬 | 1.2% | −3,000−2.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 120,600 | $7,123 萬 | 1.2% | +25,900+27.3% | 加碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 3,139,247 | $7,095 萬 | 1.2% | +833,947+36.2% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,196,876 | $7,017 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $6,927 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 1,595,385 | $6,490 萬 | 1.1% | +181,400+12.8% | 加碼 | 歷史 |
| SRRASierra Oncology, Inc. | COM NEW | 1,964,770 | $6,297 萬 | 1.0% | +487,450+33.0% | 加碼 | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 1,576,600 | $5,461 萬 | 0.9% | +1,576,600 | 新進 | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,018,950 | $5,421 萬 | 0.9% | −87,500−4.2% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 628,300 | $5,401 萬 | 0.9% | +329,300+110.1% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 169,800 | $5,354 萬 | 0.9% | +169,800 | 新進 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,943,918 | $4,960 萬 | 0.8% | +70,424+0.1% | 加碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $4,731 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 3,296,666 | $4,566 萬 | 0.7% | −430,800−11.6% | 減碼 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 4,043,629 | $4,553 萬 | 0.7% | +195,700+5.1% | 加碼 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 1,400,000 | $4,522 萬 | 0.7% | +462,000+49.3% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $4,076 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $4,067 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 1,157,387 | $4,022 萬 | 0.7% | +350,287+43.4% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,158,300 | $3,751 萬 | 0.6% | +177,000+8.9% | 加碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $3,661 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,513,659 | $3,656 萬 | 0.6% | +416,959+38.0% | 加碼 | 歷史 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $3,521 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NPCENeuroPace Inc | COM | 4,012,281 | $3,294 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 3,254,713 | $3,112 萬 | 0.5% | −2,719,822−45.5% | 減碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $3,068 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 21,642,975 | $2,965 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $2,842 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $2,725 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 1,579,900 | $2,724 萬 | 0.4% | +594,000+60.2% | 加碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,428,732 | $2,613 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,330,704 | $2,511 萬 | 0.4% | +106,900+2.0% | 加碼 | – |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,224,770 | $2,506 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 117,900 | $2,483 萬 | 0.4% | −112,300−48.8% | 減碼 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 1,418,300 | $2,320 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 5,056,000 | $2,306 萬 | 0.4% | +72,500+1.5% | 加碼 | 歷史 |
| PASGPassage BIO, Inc. | COM | 7,331,999 | $2,273 萬 | 0.4% | +369,100+5.3% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 686,000 | $2,097 萬 | 0.3% | +55,000+8.7% | 加碼 | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 2,859,900 | $1,942 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 10,154,810 | $1,934 萬 | 0.3% | – | – | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 4,788,900 | $1,911 萬 | 0.3% | +1,900,053+65.8% | 加碼 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $1,837 萬 | 0.3% | 00.0% | 不變 | – |
| IMAImageneBio, Inc. | COM | 2,933,941 | $1,790 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,289,280 | $1,750 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RXSTRxSight, Inc. | COM | 1,383,500 | $1,713 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $1,710 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| QUREuniQure N.V. | SHS | 919,249 | $1,661 萬 | 0.3% | +333,675+57.0% | 加碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,583,821 | $1,659 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 227,600 | $1,653 萬 | 0.3% | +227,600 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 12,909,283 | $1,601 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 45,100 | $1,576 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HARPHarpoon Therapeutics, Inc. | COM | 3,039,508 | $1,511 萬 | 0.2% | +136,000+4.7% | 加碼 | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $1,503 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM | 2,300,792 | $1,452 萬 | 0.2% | +196,433+9.3% | 加碼 | 歷史 |
| SYBXSynlogic, Inc. | COM | 6,029,995 | $1,447 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $1,442 萬 | 0.2% | – | 新進 | – |
| ERASErasca, Inc. | COM | 1,667,693 | $1,434 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 406,100 | $1,383 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 57,100 | $1,381 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 3,658,869 | $1,379 萬 | 0.2% | −70,573−1.9% | 減碼 | 歷史 |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 1,452,402 | $1,349 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $1,318 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 208,225 | $1,291 萬 | 0.2% | −509,032−71.0% | 減碼 | 歷史 |
| Danaher Corp235851409 | 5% CONV PFD B | – | $1,270 萬 | 0.2% | – | – | – |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $1,238 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $1,200 萬 | 0.2% | – | 新進 | – |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $1,139 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SGFYSignify Health, Inc. | CL A COM | 620,700 | $1,127 萬 | 0.2% | +620,700 | 新進 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $1,126 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,087,568 | $1,115 萬 | 0.2% | −250,006−10.7% | 減碼 | 歷史 |
| LUNGPulmonx Corp | COM | 435,000 | $1,079 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 621,700 | $1,051 萬 | 0.2% | +414,100+199.5% | 加碼 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 1,454,800 | $1,007 萬 | 0.2% | 00.0% | 不變 | – |
選擇權（2 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 4 季之後清倉（28 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 1,779,300 | $1.36 億 | 1.8% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 389,500 | $1.00 億 | 1.3% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 564,300 | $7,169 萬 | 0.9% | 歷史 |
| OSHOak Street Health, Inc. | COM | 1,290,300 | $4,276 萬 | 0.6% | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 1,233,600 | $3,627 萬 | 0.5% | 歷史 |
| CTKBCytek Biosciences, Inc. | COM | 1,923,139 | $3,139 萬 | 0.4% | 歷史 |
| IMGNImmunoGen, Inc. | COM | 3,868,786 | $2,871 萬 | 0.4% | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 2,313,681 | $2,071 萬 | 0.3% | 歷史 |
| CRISCuris Inc | COM NEW | 3,634,800 | $1,730 萬 | 0.2% | 歷史 |
| LABStandard Biotools Inc. | COM | 3,819,348 | $1,497 萬 | 0.2% | 歷史 |
| RXDXPrometheus Biosciences, Inc. | COM | 250,000 | $988.5 萬 | 0.1% | 歷史 |
| CVRXCVRx, Inc. | COM | 723,055 | $884.3 萬 | 0.1% | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 683,000 | $772.5 萬 | 0.1% | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 1,452,774 | $752.5 萬 | 0.1% | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 53,200 | $629.0 萬 | 0.1% | 歷史 |
| SYRSSyros Pharmaceuticals, Inc. | COM | 1,837,500 | $599.0 萬 | 0.1% | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 184,468 | $534.0 萬 | 0.1% | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 500,000 | $504.0 萬 | 0.1% | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 307,047 | $487.0 萬 | 0.1% | 歷史 |
| IFRXInflaRx N.V. | COM | 875,297 | $416.6 萬 | 0.1% | 歷史 |
| INZYInozyme Pharma, Inc. | COM | 526,600 | $359.1 萬 | <0.1% | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 127,600 | $308.2 萬 | <0.1% | 歷史 |
| SURFSurface Oncology, Inc. | COM | 467,945 | $223.7 萬 | <0.1% | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM | 660,600 | $213.1 萬 | <0.1% | 歷史 |
| ADAGAdagene Inc. | ADS | 263,176 | $212.3 萬 | <0.1% | 歷史 |
| GYREGyre Therapeutics, Inc. | COM NEW | 1,729,402 | $158.1 萬 | <0.1% | 歷史 |
| AUGXAugmedix, Inc. | COM | 88,363 | $27.8 萬 | <0.1% | 歷史 |
| SVASinovac Biotech Ltd | SHS | 2,839,500 | – | – | 歷史 |