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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。

機構總覽
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%)
申報日
2022/5/16
SEC
OrbiMed Advisors LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Owlet, Inc.69120X115EQUITY WRT220,704$17.0 萬<0.1%00.0%不變–
LABPLandos Biopharma, Inc.COM283,217$41.8 萬<0.1%00.0%不變歷史
PYXSPyxis Oncology, Inc.COMMON STOCK143,640$58.0 萬<0.1%00.0%不變歷史
MIRMMirum Pharmaceuticals, Inc.COM27,000$59.5 萬<0.1%+27,000新進歷史
LBPHLongboard Pharmaceuticals, Inc.COM113,500$60.6 萬<0.1%00.0%不變歷史
Field Trip Health Ord31656R102COM576,930$76.2 萬<0.1%−961,540−62.5%減碼–
CABACabaletta Bio, Inc.COM577,509$117.2 萬<0.1%+275,000+90.9%加碼歷史
APTXAptinyx Inc.COM538,500$122.2 萬<0.1%−211,000−28.2%減碼歷史
Aslan Pharmaceuticals Ltd04522R101ADS1,941,219$174.7 萬<0.1%−28,781−1.5%減碼–
Exscientia PLC30223G102ADS125,000$180.0 萬<0.1%00.0%不變–
NBPNovaBridge BiosciencesSPONSORED ADS111,120$180.5 萬<0.1%00.0%不變歷史
SGHTSight Sciences, Inc.COM200,000$231.2 萬<0.1%00.0%不變歷史
XFORX4 Pharmaceuticals, IncCOM1,373,849$240.4 萬<0.1%00.0%不變歷史
TRMLTourmaline Bio, Inc.COM247,240$243.3 萬<0.1%00.0%不變歷史
VIGLVigil Neuroscience, Inc.COM411,191$289.1 萬<0.1%+411,191新進歷史
SRPTSarepta Therapeutics, Inc.COM39,100$305.4 萬<0.1%−19,600−33.4%減碼歷史
AFIBAcutus Medical, Inc.COM2,648,386$368.1 萬0.1%00.0%不變歷史
IMCRImmunocore Holdings plcADS128,100$383.0 萬0.1%+128,100新進歷史
TARAProtara Therapeutics, Inc.COM STK830,641$424.5 萬0.1%00.0%不變歷史
Achilles Therapeutics PLC00449L102SPONSORED ADS1,584,845$465.9 萬0.1%00.0%不變–
VORVor Biopharma Inc.COM833,333$503.3 萬0.1%00.0%不變歷史
CALCCalciMedica, Inc.COM SHS4,163,347$512.1 萬0.1%00.0%不變歷史
IMDXInsight Molecular Diagnostics Inc.COM3,493,800$520.6 萬0.1%00.0%不變歷史
HLSQTessera Defense & Homeland Security Inc.COM2,813,489$543.0 萬0.1%00.0%不變歷史
CTMXCytomX Therapeutics, Inc.COM2,124,975$567.4 萬0.1%−1,089,534−33.9%減碼歷史
LogicBio Therapeutics, Inc.54142F102COM8,466,783$575.8 萬0.1%00.0%不變–
ALBOAlbireo Pharma, Inc.COM194,000$578.7 萬0.1%+194,000新進歷史
Nanostring Technologies Inc63009RAD1NOTE 2.625% 5/0–$608.6 萬0.1%–––
NMTR9 Meters Biopharma, Inc.COM10,275,887$615.8 萬0.1%00.0%不變歷史
DNTHDianthus Therapeutics, Inc.COM2,250,953$652.8 萬0.1%00.0%不變歷史
SYRESpyre Therapeutics, Inc.COM2,956,124$679.9 萬0.1%00.0%不變歷史
CGEMCullinan Therapeutics, Inc.COM670,787$702.3 萬0.1%−134,254−16.7%減碼歷史
SONXSonendo, Inc.COM1,968,180$789.2 萬0.1%00.0%不變歷史
RAPTRAPT Therapeutics, Inc.COM361,300$794.5 萬0.1%+144,300+66.5%加碼歷史
LENZLENZ Therapeutics, Inc.COM1,565,812$798.6 萬0.1%00.0%不變歷史
IRONDisc Medicine, Inc.COM5,826,224$809.8 萬0.1%00.0%不變歷史
ELVNEnliven Therapeutics, Inc.COM4,386,568$824.7 萬0.1%00.0%不變歷史
Cybin Ord23256X100COM10,524,300$859.8 萬0.1%00.0%不變–
DMRADamora Therapeutics, Inc.COM4,090,937$900.0 萬0.1%00.0%不變歷史
JBIOJade Biosciences, Inc.COM509,949$934.7 萬0.2%−25,765−4.8%減碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF111,800$1,005 萬0.2%−897,900−88.9%減碼–
Bellus Health Inc New07987C204COM NEW1,454,800$1,007 萬0.2%00.0%不變–
ALXOAlx Oncology Holdings IncCOM621,700$1,051 萬0.2%+414,100+199.5%加碼歷史
LUNGPulmonx CorpCOM435,000$1,079 萬0.2%00.0%不變歷史
ORICOric Pharmaceuticals, Inc.COM2,087,568$1,115 萬0.2%−250,006−10.7%減碼歷史
TERNTerns Pharmaceuticals, Inc.COM3,791,204$1,126 萬0.2%00.0%不變歷史
SGFYSignify Health, Inc.CL A COM620,700$1,127 萬0.2%+620,700新進歷史
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$1,139 萬0.2%00.0%不變歷史
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$1,200 萬0.2%–新進–
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$1,238 萬0.2%00.0%不變歷史
Danaher Corp2358514095% CONV PFD B–$1,270 萬0.2%–––
LKFTLakefront Biotherapeutics NVSPON ADR208,225$1,291 萬0.2%−509,032−71.0%減碼歷史
NXTCNextCure, Inc.COM2,711,013$1,318 萬0.2%00.0%不變歷史
BNRBurning Rock Biotech LtdSPONSORED ADS1,452,402$1,349 萬0.2%00.0%不變歷史
ETNB89bio, Inc.COM3,658,869$1,379 萬0.2%−70,573−1.9%減碼歷史
AMGNAmgen IncStock57,100$1,381 萬0.2%00.0%不變歷史
CLDXCelldex Therapeutics, Inc.COM NEW406,100$1,383 萬0.2%00.0%不變歷史
ERASErasca, Inc.COM1,667,693$1,434 萬0.2%00.0%不變歷史
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$1,442 萬0.2%–新進–
SYBXSynlogic, Inc.COM6,029,995$1,447 萬0.2%00.0%不變歷史
OMICSingular Genomics Systems, Inc.COM2,300,792$1,452 萬0.2%+196,433+9.3%加碼歷史
DBTXDecibel Therapeutics, Inc.COM4,945,192$1,503 萬0.2%00.0%不變歷史
HARPHarpoon Therapeutics, Inc.COM3,039,508$1,511 萬0.2%+136,000+4.7%加碼歷史
ILMNIllumina, Inc.COM45,100$1,576 萬0.3%00.0%不變歷史
VTGNVistagen Therapeutics, Inc.COM NEW12,909,283$1,601 萬0.3%00.0%不變歷史
RAREUltragenyx Pharmaceutical Inc.COM227,600$1,653 萬0.3%+227,600新進歷史
MISTMilestone Pharmaceuticals Inc.COM2,583,821$1,659 萬0.3%00.0%不變歷史
QUREuniQure N.V.SHS919,249$1,661 萬0.3%+333,675+57.0%加碼歷史
GILDGilead Sciences, Inc.Stock287,600$1,710 萬0.3%00.0%不變歷史
RXSTRxSight, Inc.COM1,383,500$1,713 萬0.3%00.0%不變歷史
VTYXVentyx Biosciences, Inc.COM1,289,280$1,750 萬0.3%00.0%不變歷史
IMAImageneBio, Inc.COM2,933,941$1,790 萬0.3%00.0%不變歷史
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$1,837 萬0.3%00.0%不變–
MRSNMersana Therapeutics, Inc.COM4,788,900$1,911 萬0.3%+1,900,053+65.8%加碼歷史
MREOMereo BioPharma Group plcSPON ADS10,154,810$1,934 萬0.3%––歷史
JNCEJounce Therapeutics, Inc.COM2,859,900$1,942 萬0.3%00.0%不變歷史
XENEXenon Pharmaceuticals Inc.COM686,000$2,097 萬0.3%+55,000+8.7%加碼歷史
PASGPassage BIO, Inc.COM7,331,999$2,273 萬0.4%+369,100+5.3%加碼歷史
IVVDInvivyd, Inc.COM5,056,000$2,306 萬0.4%+72,500+1.5%加碼歷史
KDNYChinook Therapeutics, Inc.COM1,418,300$2,320 萬0.4%00.0%不變歷史
BIIBBiogen Inc.COM117,900$2,483 萬0.4%−112,300−48.8%減碼歷史
FUSNFusion Pharmaceuticals Inc.COM3,224,770$2,506 萬0.4%00.0%不變歷史
Vectivbio Hldg AGH9060V101ORD SHS5,330,704$2,511 萬0.4%+106,900+2.0%加碼–
GHRSGH Research PLCORDINARY SHARES1,428,732$2,613 萬0.4%00.0%不變歷史
ACRSAclaris Therapeutics, Inc.COM1,579,900$2,724 萬0.4%+594,000+60.2%加碼歷史
SCPHscPharmaceuticals Inc.COM4,797,148$2,725 萬0.4%00.0%不變歷史
VRNAVerona Pharma plcSPONSORED ADS5,694,841$2,842 萬0.5%00.0%不變歷史
CMPXCompass Therapeutics, Inc.COM21,642,975$2,965 萬0.5%00.0%不變歷史
SPRYARS Pharmaceuticals, Inc.COM8,740,887$3,068 萬0.5%00.0%不變歷史
TBPHTheravance Biopharma, Inc.COM3,254,713$3,112 萬0.5%−2,719,822−45.5%減碼歷史
NPCENeuroPace IncCOM4,012,281$3,294 萬0.5%00.0%不變歷史
TELATELA Bio, Inc.COM3,027,542$3,521 萬0.6%00.0%不變歷史
PCVXVaxcyte, Inc.COM1,513,659$3,656 萬0.6%+416,959+38.0%加碼歷史
ALPNAlpine Immune Sciences, Inc.COM4,081,592$3,661 萬0.6%00.0%不變歷史
SNDXSyndax Pharmaceuticals IncCOM2,158,300$3,751 萬0.6%+177,000+8.9%加碼歷史
NSTGNS Wind Down Co., Inc.COM1,157,387$4,022 萬0.7%+350,287+43.4%加碼歷史
JANXJanux Therapeutics, Inc.COM2,836,386$4,067 萬0.7%00.0%不變歷史
ABCLAbCellera Biologics Inc.COM4,180,768$4,076 萬0.7%00.0%不變歷史
EVHEvolent Health, Inc.CL A1,400,000$4,522 萬0.7%+462,000+49.3%加碼歷史
KNTEKinnate Biopharma Inc.COM4,043,629$4,553 萬0.7%+195,700+5.1%加碼歷史

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。

OrbiMed Advisors LLC 在 2022 年第 1 季的選擇權部位
證券類別賣權買權
NTRANatera, Inc.COM–$610.2 萬
GBTGlobal Blood Therapeutics, Inc.COM–$173.2 萬

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。

OrbiMed Advisors LLC 在 2021 年第 4 季之後清倉的部位
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.Stock1,779,300$1.36 億1.8%歷史
HCAHCA Healthcare, Inc.COM389,500$1.00 億1.3%歷史
ZBHZimmer Biomet Holdings, Inc.Stock564,300$7,169 萬0.9%歷史
OSHOak Street Health, Inc.COM1,290,300$4,276 萬0.6%歷史
SEMSelect Medical Holdings CorpCOM1,233,600$3,627 萬0.5%歷史
CTKBCytek Biosciences, Inc.COM1,923,139$3,139 萬0.4%歷史
IMGNImmunoGen, Inc.COM3,868,786$2,871 萬0.4%歷史
APLTApplied Therapeutics, Inc.COM2,313,681$2,071 萬0.3%歷史
CRISCuris IncCOM NEW3,634,800$1,730 萬0.2%歷史
LABStandard Biotools Inc.COM3,819,348$1,497 萬0.2%歷史
RXDXPrometheus Biosciences, Inc.COM250,000$988.5 萬0.1%歷史
CVRXCVRx, Inc.COM723,055$884.3 萬0.1%歷史
GOSSGossamer Bio, Inc.COM683,000$772.5 萬0.1%歷史
NAUTNautilus Biotechnology, Inc.COM1,452,774$752.5 萬0.1%歷史
NTLAIntellia Therapeutics, Inc.COM53,200$629.0 萬0.1%歷史
SYRSSyros Pharmaceuticals, Inc.COM1,837,500$599.0 萬0.1%歷史
NRIXNurix Therapeutics, Inc.COM184,468$534.0 萬0.1%歷史
OBIOOrchestra BioMed Holdings, Inc.ORD SHS500,000$504.0 萬0.1%歷史
IPSCCentury Therapeutics, Inc.COM307,047$487.0 萬0.1%歷史
IFRXInflaRx N.V.COM875,297$416.6 萬0.1%歷史
INZYInozyme Pharma, Inc.COM526,600$359.1 萬<0.1%歷史
WHWKWhitehawk Therapeutics, Inc.COM127,600$308.2 萬<0.1%歷史
SURFSurface Oncology, Inc.COM467,945$223.7 萬<0.1%歷史
DRUGBright Minds Biosciences Inc.COM660,600$213.1 萬<0.1%歷史
ADAGAdagene Inc.ADS263,176$212.3 萬<0.1%歷史
GYREGyre Therapeutics, Inc.COM NEW1,729,402$158.1 萬<0.1%歷史
AUGXAugmedix, Inc.COM88,363$27.8 萬<0.1%歷史
SVASinovac Biotech LtdSHS2,839,500––歷史