OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 128
- 較 2022 年第 2 季 −10
- 總值
- $50.3 億
- 較 2022 年第 2 季 −$1.14 億 (−2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 2,584,900 | $1.84 億 | 3.7% | +66,200+2.6% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 348,700 | $1.69 億 | 3.4% | −17,000−4.6% | 減碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 5,525,926 | $1.58 億 | 3.1% | −502,381−8.3% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,898,200 | $1.51 億 | 3.0% | −471,300−10.8% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,717,310 | $1.46 億 | 2.9% | +17,600+1.0% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $1.43 億 | 2.8% | +484,496+3.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 267,200 | $1.35 億 | 2.7% | −14,000−5.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 2,599,000 | $1.14 億 | 2.3% | −145,000−5.3% | 減碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $1.10 億 | 2.2% | +5,779,071 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 373,200 | $1.08 億 | 2.1% | −14,000−3.6% | 減碼 | 歷史 |
| TCDATricida, Inc. | COM | 10,280,947 | $1.08 億 | 2.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 572,700 | $1.07 億 | 2.1% | +55,500+10.7% | 加碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 7,447,140 | $1.06 億 | 2.1% | −10.0% | 減碼 | 歷史 |
| SGENSeagen Inc. | COM | 762,600 | $1.04 億 | 2.1% | +75,100+10.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 202,200 | $1.03 億 | 2.0% | +88,800+78.3% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 918,500 | $1.02 億 | 2.0% | +898,500+4,492.5% | 加碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,418,892 | $9,910 萬 | 2.0% | +328,492+30.1% | 加碼 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,041,668 | $9,884 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 896,545 | $9,522 萬 | 1.9% | +47,000+5.5% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 269,700 | $9,522 萬 | 1.9% | +75,700+39.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 423,100 | $8,570 萬 | 1.7% | −18,000−4.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 600,000 | $8,053 萬 | 1.6% | −199,800−25.0% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 966,300 | $7,985 萬 | 1.6% | −45,000−4.4% | 減碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,563,077 | $7,810 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 1,994,717 | $7,167 萬 | 1.4% | +216,717+12.2% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $6,636 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 1,505,153 | $6,596 萬 | 1.3% | −156,200−9.4% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $6,318 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,196,876 | $6,279 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 9,011,437 | $6,092 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| 0000000000 | Stock | 12,147,877 | $6,051 萬 | 1.2% | 00.0% | 不變 | – |
| BIIBBiogen Inc. | COM | 224,600 | $5,997 萬 | 1.2% | +113,000+101.3% | 加碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 3,368,000 | $5,881 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,694,841 | $5,820 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 2,800,000 | $5,351 萬 | 1.1% | −1,981,646−41.4% | 減碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 992,400 | $5,342 萬 | 1.1% | −41,000−4.0% | 減碼 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $5,263 萬 | 1.0% | +170,674+0.2% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 250,500 | $5,014 萬 | 1.0% | +250,500 | 新進 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 21,960,850 | $5,007 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 4,634,900 | $4,897 萬 | 1.0% | +3,180,100+218.6% | 加碼 | – |
| KNTEKinnate Biopharma Inc. | COM | 4,043,629 | $4,832 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,006,500 | $4,822 萬 | 1.0% | −316,800−13.6% | 減碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $4,615 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,481,204 | $4,406 萬 | 0.9% | +3,690,000+97.3% | 加碼 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 2,758,434 | $4,342 萬 | 0.9% | +432,934+18.6% | 加碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,134,053 | $4,203 萬 | 0.8% | +509,053+81.4% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $4,135 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,137,300 | $4,106 萬 | 0.8% | −191,900−14.4% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $4,030 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 2,029,300 | $3,990 萬 | 0.8% | +133,000+7.0% | 加碼 | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 6,473,561 | $3,884 萬 | 0.8% | 00.0% | 不變 | – |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $3,841 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 768,900 | $3,401 萬 | 0.7% | +315,500+69.6% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 643,300 | $3,318 萬 | 0.7% | −13,000−2.0% | 減碼 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 4,797,148 | $3,128 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,253,130 | $3,088 萬 | 0.6% | +480,930+62.3% | 加碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 1,251,070 | $3,010 萬 | 0.6% | +384,674+44.4% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 1,597,000 | $2,996 萬 | 0.6% | +722,151+82.5% | 加碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $2,939 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,871,000 | $2,748 萬 | 0.5% | +684,731+31.3% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 170,769 | $2,582 萬 | 0.5% | −548,265−76.3% | 減碼 | 歷史 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $2,580 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $2,539 萬 | 0.5% | 00.0% | 不變 | – |
| ETNB89bio, Inc. | COM | 3,658,869 | $2,119 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 2,007,458 | $1,923 萬 | 0.4% | −790,983−28.3% | 減碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,622,060 | $1,885 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 2,108,143 | $1,773 萬 | 0.4% | −393,475−15.7% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 717,900 | $1,723 萬 | 0.3% | −795,759−52.6% | 減碼 | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $1,711 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 5,270,400 | $1,650 萬 | 0.3% | +214,400+4.2% | 加碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 1,771,700 | $1,525 萬 | 0.3% | +351,800+24.8% | 加碼 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 1,041,300 | $1,515 萬 | 0.3% | +1,041,300 | 新進 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,042,000 | $1,512 萬 | 0.3% | +856,600+462.0% | 加碼 | 歷史 |
| NPCENeuroPace Inc | COM | 4,012,281 | $1,505 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM | 17,200,000 | $1,462 萬 | 0.3% | +17,200,000 | 新進 | 歷史 |
| RXSTRxSight, Inc. | COM | 1,202,833 | $1,443 萬 | 0.3% | −180,667−13.1% | 減碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 795,000 | $1,318 萬 | 0.3% | +316,421+66.1% | 加碼 | 歷史 |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $1,251 萬 | 0.2% | – | – | – |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $1,176 萬 | 0.2% | – | – | – |
| PASGPassage BIO, Inc. | COM | 8,931,999 | $1,117 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 521,891 | $1,097 萬 | 0.2% | +242,391+86.7% | 加碼 | 歷史 |
| IMAImageneBio, Inc. | COM | 2,933,941 | $1,042 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CINCCinCor Pharma, Inc. | COM | 314,202 | $1,031 萬 | 0.2% | +314,202 | 新進 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 4,386,568 | $1,000 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,224,770 | $970.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 5,826,223 | $955.5 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 10,605,522 | $913.2 萬 | 0.2% | +8,004,054+307.7% | 加碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 5,026,817 | $859.6 萬 | 0.2% | +3,652,968+265.9% | 加碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 637,287 | $817.0 萬 | 0.2% | −33,500−5.0% | 減碼 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 303,000 | $792.6 萬 | 0.2% | +303,000 | 新進 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 225,000 | $785.5 萬 | 0.2% | −1,064,280−82.5% | 減碼 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM | 4,090,937 | $773.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 970,860 | $768.0 萬 | 0.2% | +756,760+353.5% | 加碼 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $745.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LUNGPulmonx Corp | COM | 435,000 | $724.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 2,928,900 | $685.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,087,568 | $668.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $642.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 76,400 | $606.0 萬 | 0.1% | −35,400−31.7% | 減碼 | – |
| SYBXSynlogic, Inc. | COM | 6,029,995 | $572.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（3 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 2 季之後清倉（23 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,108,555 | $1.68 億 | 3.3% | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 2,012,250 | $1.51 億 | 2.9% | 歷史 |
| SRRASierra Oncology, Inc. | COM NEW | 1,964,770 | $1.08 億 | 2.1% | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 2,044,000 | $6,531 萬 | 1.3% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 287,600 | $1,778 萬 | 0.3% | 歷史 |
| AMGNAmgen Inc | Stock | 57,100 | $1,389 萬 | 0.3% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 22,200 | $1,312 萬 | 0.3% | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 1,361,400 | $1,310 萬 | 0.3% | 歷史 |
| SGFYSignify Health, Inc. | CL A COM | 900,000 | $1,242 萬 | 0.2% | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 1,370,250 | $1,241 萬 | 0.2% | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 13,421,283 | $1,181 萬 | 0.2% | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 1,817,521 | $1,118 萬 | 0.2% | 歷史 |
| Danaher Corp235851409 | 5% CONV PFD B | – | $1,064 萬 | 0.2% | – |
| ERASErasca, Inc. | COM | 1,667,693 | $928.9 萬 | 0.2% | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 131,100 | $489.1 萬 | 0.1% | 歷史 |
| Nanostring Technologies Inc63009RAD1 | NOTE 2.625% 5/0 | – | $485.1 萬 | 0.1% | – |
| CTMXCytomX Therapeutics, Inc. | COM | 2,124,975 | $388.9 萬 | 0.1% | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 112,700 | $303.8 萬 | 0.1% | 歷史 |
| NMTR9 Meters Biopharma, Inc. | COM | 8,505,729 | $221.8 萬 | <0.1% | 歷史 |
| SGHTSight Sciences, Inc. | COM | 200,000 | $179.8 萬 | <0.1% | 歷史 |
| SONXSonendo, Inc. | COM | 723,478 | $124.4 萬 | <0.1% | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 235,995 | $106.4 萬 | <0.1% | 歷史 |
| APTXAptinyx Inc. | COM | 538,500 | $30.0 萬 | <0.1% | 歷史 |