OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 138
- 較 2022 年第 1 季 −3
- 總值
- $51.5 億
- 較 2022 年第 1 季 −$10.1 億 (−16.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 2,518,700 | $1.94 億 | 3.8% | −89,000−3.4% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 365,700 | $1.71 億 | 3.3% | −16,000−4.2% | 減碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,108,555 | $1.68 億 | 3.3% | −88,000−4.0% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,369,500 | $1.63 億 | 3.2% | −230,000−5.0% | 減碼 | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,012,250 | $1.51 億 | 2.9% | −6,700−0.3% | 減碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 6,028,307 | $1.48 億 | 2.9% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 281,200 | $1.44 億 | 2.8% | −13,000−4.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 2,744,000 | $1.44 億 | 2.8% | −1,161,500−29.7% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,699,710 | $1.41 億 | 2.7% | +52,680+3.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 799,800 | $1.22 億 | 2.4% | −115,800−12.6% | 減碼 | 歷史 |
| SGENSeagen Inc. | COM | 687,500 | $1.22 億 | 2.4% | +19,800+3.0% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,082,680 | $1.12 億 | 2.2% | +138,000+1.0% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 387,200 | $1.09 億 | 2.1% | −13,000−3.2% | 減碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 7,447,141 | $1.09 億 | 2.1% | 00.0% | 不變 | 歷史 |
| SRRASierra Oncology, Inc. | COM NEW | 1,964,770 | $1.08 億 | 2.1% | 00.0% | 不變 | 歷史 |
| BHVNBiohaven Ltd. | COM | 719,034 | $1.05 億 | 2.0% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 517,200 | $1.04 億 | 2.0% | −17,000−3.2% | 減碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 4,781,646 | $1.02 億 | 2.0% | −1,292,204−21.3% | 減碼 | 歷史 |
| TCDATricida, Inc. | COM | 10,280,947 | $9,952 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,011,300 | $9,617 萬 | 1.9% | −40,000−3.8% | 減碼 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,041,668 | $9,424 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,563,077 | $9,352 萬 | 1.8% | −292,346−4.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 441,100 | $8,775 萬 | 1.7% | −16,000−3.5% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 849,545 | $8,281 萬 | 1.6% | −25,970−3.0% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 194,000 | $7,350 萬 | 1.4% | +24,200+14.3% | 加碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,090,400 | $7,320 萬 | 1.4% | −540,100−33.1% | 減碼 | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 2,044,000 | $6,531 萬 | 1.3% | +467,400+29.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 113,400 | $6,161 萬 | 1.2% | −7,200−6.0% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,196,876 | $5,962 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 1,661,353 | $5,888 萬 | 1.1% | +65,968+4.1% | 加碼 | 歷史 |
| 0000000000 | Stock | 12,147,877 | $5,830 萬 | 1.1% | +252,225+2.1% | 加碼 | – |
| CMPXCompass Therapeutics, Inc. | COM | 21,960,850 | $5,820 萬 | 1.1% | +317,875+1.5% | 加碼 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 1,778,000 | $5,460 萬 | 1.1% | +378,000+27.0% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $5,241 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 4,043,629 | $5,099 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $4,648 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $4,640 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,323,300 | $4,470 萬 | 0.9% | +165,000+7.6% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $4,453 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 3,368,000 | $4,446 萬 | 0.9% | +228,753+7.3% | 加碼 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $4,337 萬 | 0.8% | 00.0% | 不變 | – |
| GHGuardant Health, Inc. | COM | 1,033,400 | $4,169 萬 | 0.8% | −292,000−22.0% | 減碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 9,011,437 | $4,163 萬 | 0.8% | +4,222,537+88.2% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,329,200 | $4,043 萬 | 0.8% | +643,200+93.8% | 加碼 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,943,918 | $3,789 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $3,706 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 6,473,561 | $3,496 萬 | 0.7% | +1,142,857+21.4% | 加碼 | – |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $3,473 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $3,463 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 656,300 | $3,450 萬 | 0.7% | +28,000+4.5% | 加碼 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 1,896,300 | $3,317 萬 | 0.6% | +478,000+33.7% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,513,659 | $3,294 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 2,325,500 | $3,246 萬 | 0.6% | +745,600+47.2% | 加碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 2,798,441 | $3,090 萬 | 0.6% | −3,834,565−57.8% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $2,386 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $2,312 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 111,600 | $2,276 萬 | 0.4% | −6,300−5.3% | 減碼 | 歷史 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $2,122 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PASGPassage BIO, Inc. | COM | 8,931,999 | $2,108 萬 | 0.4% | +1,600,000+21.8% | 加碼 | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $2,082 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NPCENeuroPace Inc | COM | 4,012,281 | $1,986 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RXSTRxSight, Inc. | COM | 1,383,500 | $1,948 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 2,501,618 | $1,894 萬 | 0.4% | −795,048−24.1% | 減碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 772,200 | $1,871 萬 | 0.4% | +772,200 | 新進 | 歷史 |
| PGNYProgyny, Inc. | COM | 625,000 | $1,816 萬 | 0.4% | +625,000 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $1,778 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,186,269 | $1,769 萬 | 0.3% | +1,564,569+251.7% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 453,400 | $1,679 萬 | 0.3% | +453,400 | 新進 | 歷史 |
| IVVDInvivyd, Inc. | COM | 5,056,000 | $1,658 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| QUREuniQure N.V. | SHS | 874,849 | $1,631 萬 | 0.3% | −44,400−4.8% | 減碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,622,060 | $1,619 萬 | 0.3% | +193,328+13.5% | 加碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 866,396 | $1,581 萬 | 0.3% | +505,096+139.8% | 加碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,289,280 | $1,577 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 57,100 | $1,389 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 1,454,800 | $1,339 萬 | 0.3% | 00.0% | 不變 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 22,200 | $1,312 萬 | 0.3% | +22,200 | 新進 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 1,361,400 | $1,310 萬 | 0.3% | +1,361,400 | 新進 | 歷史 |
| IMAImageneBio, Inc. | COM | 2,933,941 | $1,300 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $1,274 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SGFYSignify Health, Inc. | CL A COM | 900,000 | $1,242 萬 | 0.2% | +279,300+45.0% | 加碼 | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 1,370,250 | $1,241 萬 | 0.2% | −1,884,463−57.9% | 減碼 | 歷史 |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $1,215 萬 | 0.2% | – | – | – |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 13,421,283 | $1,181 萬 | 0.2% | +512,000+4.0% | 加碼 | 歷史 |
| ETNB89bio, Inc. | COM | 3,658,869 | $1,178 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 1,419,900 | $1,174 萬 | 0.2% | +1,419,900 | 新進 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 1,817,521 | $1,118 萬 | 0.2% | −766,300−29.7% | 減碼 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 2,601,468 | $1,088 萬 | 0.2% | −7,553,342−74.4% | 減碼 | 歷史 |
| Danaher Corp235851409 | 5% CONV PFD B | – | $1,064 萬 | 0.2% | – | – | – |
| IRONDisc Medicine, Inc. | COM | 5,826,224 | $984.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $953.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $940.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,087,568 | $935.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ERASErasca, Inc. | COM | 1,667,693 | $928.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $900.0 萬 | 0.2% | – | – | – |
| JNCEJounce Therapeutics, Inc. | COM | 2,928,900 | $887.5 萬 | 0.2% | +69,000+2.4% | 加碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 670,787 | $859.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 111,800 | $830.3 萬 | 0.2% | 00.0% | 不變 | – |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,224,770 | $803.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 478,579 | $748.0 萬 | 0.1% | −31,370−6.2% | 減碼 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM | 4,090,937 | $707.7 萬 | 0.1% | 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。
2022 年第 1 季之後清倉（14 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DXCMDexcom Inc | COM | 149,900 | $7,669 萬 | 1.2% | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 1,157,387 | $4,022 萬 | 0.7% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 227,600 | $1,653 萬 | 0.3% | 歷史 |
| ILMNIllumina, Inc. | COM | 45,100 | $1,576 萬 | 0.3% | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 208,225 | $1,291 萬 | 0.2% | 歷史 |
| ALBOAlbireo Pharma, Inc. | COM | 194,000 | $578.7 萬 | 0.1% | 歷史 |
| NBPNovaBridge Biosciences | SPONSORED ADS | 111,120 | $180.5 萬 | <0.1% | 歷史 |
| Exscientia PLC30223G102 | ADS | 125,000 | $180.0 萬 | <0.1% | – |
| Aslan Pharmaceuticals Ltd04522R101 | ADS | 1,941,219 | $174.7 萬 | <0.1% | – |
| CABACabaletta Bio, Inc. | COM | 577,509 | $117.2 萬 | <0.1% | 歷史 |
| Field Trip Health Ord31656R102 | COM | 576,930 | $76.2 萬 | <0.1% | – |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 143,640 | $58.0 萬 | <0.1% | 歷史 |
| LABPLandos Biopharma, Inc. | COM | 283,217 | $41.8 萬 | <0.1% | 歷史 |
| Owlet, Inc.69120X115 | EQUITY WRT | 220,704 | $17.0 萬 | <0.1% | – |