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 |
|---|---|---|---|---|---|---|---|
| APTXAptinyx Inc. | COM | 538,500 | $30.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 113,500 | $35.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 1,797,221 | $90.8 萬 | <0.1% | −1,158,903−39.2% | 減碼 | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 411,191 | $106.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 235,995 | $106.4 萬 | <0.1% | −11,245−4.5% | 減碼 | 歷史 |
| SONXSonendo, Inc. | COM | 723,478 | $124.4 萬 | <0.1% | −1,244,702−63.2% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 1,373,849 | $132.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 20,000 | $149.9 萬 | <0.1% | −19,100−48.8% | 減碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 214,100 | $168.5 萬 | <0.1% | +214,100 | 新進 | 歷史 |
| SGHTSight Sciences, Inc. | COM | 200,000 | $179.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 185,400 | $182.4 萬 | <0.1% | +185,400 | 新進 | 歷史 |
| HLSQTessera Defense & Homeland Security Inc. | COM | 2,813,489 | $205.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM | 540,697 | $206.5 萬 | <0.1% | −1,760,095−76.5% | 減碼 | 歷史 |
| NMTR9 Meters Biopharma, Inc. | COM | 8,505,729 | $221.8 萬 | <0.1% | −1,770,158−17.2% | 減碼 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 848,412 | $233.3 萬 | <0.1% | −717,400−45.8% | 減碼 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 830,641 | $243.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IMDXInsight Molecular Diagnostics Inc. | COM | 2,837,800 | $255.3 萬 | <0.1% | −656,000−18.8% | 減碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 2,250,953 | $270.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFIBAcutus Medical, Inc. | COM | 2,648,386 | $296.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LogicBio Therapeutics, Inc.54142F102 | COM | 8,466,783 | $296.7 萬 | 0.1% | 00.0% | 不變 | – |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 112,700 | $303.8 萬 | 0.1% | −293,400−72.2% | 減碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 2,124,975 | $388.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,584,845 | $399.4 萬 | 0.1% | 00.0% | 不變 | – |
| APLTApplied Therapeutics, Inc. | COM | 4,250,000 | $403.0 萬 | 0.1% | +4,250,000 | 新進 | 歷史 |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 1,389,802 | $404.4 萬 | 0.1% | −62,600−4.3% | 減碼 | 歷史 |
| VORVor Biopharma Inc. | COM | 833,333 | $414.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CALCCalciMedica, Inc. | COM SHS | 4,163,347 | $453.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Nanostring Technologies Inc63009RAD1 | NOTE 2.625% 5/0 | – | $485.1 萬 | 0.1% | – | – | – |
| IMCRImmunocore Holdings plc | ADS | 131,100 | $489.1 萬 | 0.1% | +3,000+2.3% | 加碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 4,386,568 | $535.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 279,500 | $543.9 萬 | 0.1% | +252,500+935.2% | 加碼 | 歷史 |
| HARPHarpoon Therapeutics, Inc. | COM | 3,039,508 | $580.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Cybin Ord23256X100 | COM | 10,524,300 | $588.6 萬 | 0.1% | 00.0% | 不變 | – |
| SRRKScholar Rock Holding Corp | COM | 1,076,540 | $591.0 萬 | 0.1% | +1,076,540 | 新進 | 歷史 |
| LUNGPulmonx Corp | COM | 435,000 | $640.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $687.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYBXSynlogic, Inc. | COM | 6,029,995 | $693.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM | 4,090,937 | $707.7 萬 | 0.1% | 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 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,224,770 | $803.0 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 | – |
| CGEMCullinan Therapeutics, Inc. | COM | 670,787 | $859.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 2,928,900 | $887.5 萬 | 0.2% | +69,000+2.4% | 加碼 | 歷史 |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $900.0 萬 | 0.2% | – | – | – |
| ERASErasca, Inc. | COM | 1,667,693 | $928.9 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 |
| TERNTerns Pharmaceuticals, Inc. | COM | 3,791,204 | $940.2 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 |
| IRONDisc Medicine, Inc. | COM | 5,826,224 | $984.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Danaher Corp235851409 | 5% CONV PFD B | – | $1,064 萬 | 0.2% | – | – | – |
| MREOMereo BioPharma Group plc | SPON ADS | 2,601,468 | $1,088 萬 | 0.2% | −7,553,342−74.4% | 減碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 1,817,521 | $1,118 萬 | 0.2% | −766,300−29.7% | 減碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 1,419,900 | $1,174 萬 | 0.2% | +1,419,900 | 新進 | 歷史 |
| ETNB89bio, Inc. | COM | 3,658,869 | $1,178 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 13,421,283 | $1,181 萬 | 0.2% | +512,000+4.0% | 加碼 | 歷史 |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $1,215 萬 | 0.2% | – | – | – |
| TBPHTheravance Biopharma, Inc. | COM | 1,370,250 | $1,241 萬 | 0.2% | −1,884,463−57.9% | 減碼 | 歷史 |
| SGFYSignify Health, Inc. | CL A COM | 900,000 | $1,242 萬 | 0.2% | +279,300+45.0% | 加碼 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $1,274 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 2,933,941 | $1,300 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 1,361,400 | $1,310 萬 | 0.3% | +1,361,400 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 22,200 | $1,312 萬 | 0.3% | +22,200 | 新進 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 1,454,800 | $1,339 萬 | 0.3% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 57,100 | $1,389 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,289,280 | $1,577 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 866,396 | $1,581 萬 | 0.3% | +505,096+139.8% | 加碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,622,060 | $1,619 萬 | 0.3% | +193,328+13.5% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 874,849 | $1,631 萬 | 0.3% | −44,400−4.8% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 5,056,000 | $1,658 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 453,400 | $1,679 萬 | 0.3% | +453,400 | 新進 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,186,269 | $1,769 萬 | 0.3% | +1,564,569+251.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $1,778 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGNYProgyny, Inc. | COM | 625,000 | $1,816 萬 | 0.4% | +625,000 | 新進 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 772,200 | $1,871 萬 | 0.4% | +772,200 | 新進 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 2,501,618 | $1,894 萬 | 0.4% | −795,048−24.1% | 減碼 | 歷史 |
| RXSTRxSight, Inc. | COM | 1,383,500 | $1,948 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 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $2,082 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 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $2,122 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 |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $2,312 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $2,386 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 2,798,441 | $3,090 萬 | 0.6% | −3,834,565−57.8% | 減碼 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 2,325,500 | $3,246 萬 | 0.6% | +745,600+47.2% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,513,659 | $3,294 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 1,896,300 | $3,317 萬 | 0.6% | +478,000+33.7% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 656,300 | $3,450 萬 | 0.7% | +28,000+4.5% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $3,463 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $3,473 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 | – |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $3,706 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 72,943,918 | $3,789 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,329,200 | $4,043 萬 | 0.8% | +643,200+93.8% | 加碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 9,011,437 | $4,163 萬 | 0.8% | +4,222,537+88.2% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 1,033,400 | $4,169 萬 | 0.8% | −292,000−22.0% | 減碼 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $4,337 萬 | 0.8% | 00.0% | 不變 | – |
| SIBNSI-BONE, Inc. | COM | 3,368,000 | $4,446 萬 | 0.9% | +228,753+7.3% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $4,453 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 |
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% | – |