OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 114
- 較 2022 年第 3 季 −14
- 總值
- $52.2 億
- 較 2022 年第 3 季 +$1.90 億 (+3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $3.40 億 | 6.5% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 380,500 | $2.02 億 | 3.9% | +113,300+42.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,584,900 | $1.86 億 | 3.6% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,898,200 | $1.80 億 | 3.5% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 348,700 | $1.79 億 | 3.4% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,615,210 | $1.67 億 | 3.2% | −102,100−5.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 620,500 | $1.65 億 | 3.2% | +47,800+8.3% | 加碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 5,250,000 | $1.37 億 | 2.6% | −275,926−5.0% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $1.30 億 | 2.5% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 972,300 | $1.26 億 | 2.4% | +53,800+5.9% | 加碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 4,572,289 | $1.19 億 | 2.3% | −1,122,552−19.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 481,000 | $1.18 億 | 2.3% | +57,900+13.7% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 913,812 | $1.17 億 | 2.2% | +151,212+19.8% | 加碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $1.12 億 | 2.2% | +402,000+1.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 202,200 | $1.11 億 | 2.1% | 00.0% | 不變 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,233,668 | $8,582 萬 | 1.6% | +192,000+1.1% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 687,700 | $8,214 萬 | 1.6% | −208,845−23.3% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $8,065 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 2,824,832 | $7,932 萬 | 1.5% | +830,115+41.6% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 271,500 | $7,840 萬 | 1.5% | −101,700−27.3% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 1,946,353 | $7,819 萬 | 1.5% | +441,200+29.3% | 加碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $7,756 萬 | 1.5% | +137,931+1.8% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 1,993,600 | $7,530 萬 | 1.4% | +1,224,700+159.3% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $7,456 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 258,200 | $7,150 萬 | 1.4% | +33,600+15.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,393,600 | $7,141 萬 | 1.4% | −1,205,400−46.4% | 減碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 7,447,140 | $6,658 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 860,500 | $6,420 萬 | 1.2% | −105,800−10.9% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,283,126 | $6,153 萬 | 1.2% | +565,226+78.7% | 加碼 | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 7,006,861 | $6,071 萬 | 1.2% | +533,300+8.2% | 加碼 | – |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $6,064 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,220,300 | $5,954 萬 | 1.1% | +577,000+89.7% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,196,876 | $5,850 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,283,692 | $5,816 萬 | 1.1% | −135,200−9.5% | 減碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,563,077 | $5,710 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 2,029,300 | $5,317 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 9,011,437 | $5,281 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| 0000000000 | Stock | 12,147,877 | $5,151 萬 | 1.0% | 00.0% | 不變 | – |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,006,500 | $5,107 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $4,887 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $4,826 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 3,658,869 | $4,658 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 3,368,000 | $4,580 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,149,100 | $4,531 萬 | 0.9% | +11,800+1.0% | 加碼 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 2,758,434 | $4,345 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 2,160,941 | $4,298 萬 | 0.8% | +1,578,319+270.9% | 加碼依 1 比 10 拆股換算 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $4,235 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $3,986 萬 | 0.8% | +762,380+15.9% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 1,747,555 | $3,962 萬 | 0.8% | +150,555+9.4% | 加碼 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 4,708,900 | $3,866 萬 | 0.7% | +74,000+1.6% | 加碼 | – |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $3,736 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 2,460,108 | $3,641 萬 | 0.7% | −339,892−12.1% | 減碼 | 歷史 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $3,482 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,871,000 | $3,236 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 4,584,322 | $3,227 萬 | 0.6% | +2,812,622+158.8% | 加碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,035,000 | $3,224 萬 | 0.6% | −99,053−8.7% | 減碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 925,000 | $3,033 萬 | 0.6% | +700,000+311.1% | 加碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $3,000 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,253,130 | $2,635 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $2,485 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 1,251,070 | $2,477 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 4,043,629 | $2,467 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CINCCinCor Pharma, Inc. | COM | 1,906,000 | $2,342 萬 | 0.4% | +1,591,798+506.6% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 759,540 | $2,225 萬 | 0.4% | −35,460−4.5% | 減碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 171,000 | $1,946 萬 | 0.4% | +171,000 | 新進 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 7,884,870 | $1,814 萬 | 0.3% | 00.0% | 不變 | – |
| ELVNEnliven Therapeutics, Inc. | COM | 4,386,568 | $1,794 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,622,060 | $1,577 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RXSTRxSight, Inc. | COM | 1,202,833 | $1,524 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 82,550 | $1,483 萬 | 0.3% | +82,550 | 新進 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 2,007,458 | $1,283 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $1,260 萬 | 0.2% | – | – | – |
| PASGPassage BIO, Inc. | COM | 8,931,999 | $1,233 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,224,770 | $1,016 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $1,014 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 1,041,300 | $975.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,607,568 | $946.9 萬 | 0.2% | −480,000−23.0% | 減碼 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,578,174 | $825.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 879,003 | $795.5 萬 | 0.2% | +211,060+31.6% | 加碼 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 10,605,522 | $795.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $795.0 萬 | 0.2% | – | – | – |
| IVVDInvivyd, Inc. | COM | 5,270,400 | $790.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 2,933,941 | $780.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 637,287 | $672.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM | 16,503,237 | $664.3 萬 | 0.1% | −696,763−4.1% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 76,400 | $634.1 萬 | 0.1% | 00.0% | 不變 | – |
| FOLDAmicus Therapeutics, Inc. | COM | 516,000 | $630.0 萬 | 0.1% | +516,000 | 新進 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 16,200 | $613.7 萬 | 0.1% | −253,500−94.0% | 減碼 | 歷史 |
| NPCENeuroPace Inc | COM | 4,012,281 | $597.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $590.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 5,817,726 | $577.7 萬 | 0.1% | +790,909+15.7% | 加碼 | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 448,891 | $561.1 萬 | 0.1% | +37,700+9.2% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 36,300 | $545.3 萬 | 0.1% | +36,300 | 新進 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM | 4,090,937 | $470.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYBXSynlogic, Inc. | COM | 6,029,995 | $458.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $382.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 1,583,490 | $315.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFIBAcutus Medical, Inc. | COM | 2,648,386 | $304.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 332,372 | $274.2 萬 | 0.1% | +332,372 | 新進 | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 3,050,921 | $231.9 萬 | <0.1% | −1,199,079−28.2% | 減碼 | 歷史 |
選擇權（1 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SNYSanofi | SPONSORED ADR | – | $484.3 萬 |
2022 年第 3 季之後清倉（21 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TCDATricida, Inc. | COM | 10,280,947 | $1.08 億 | 2.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 600,000 | $8,053 萬 | 1.6% | 歷史 |
| GHGuardant Health, Inc. | COM | 992,400 | $5,342 萬 | 1.1% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 250,500 | $5,014 萬 | 1.0% | 歷史 |
| BHVNBiohaven Ltd. | COM | 170,769 | $2,582 萬 | 0.5% | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 2,108,143 | $1,773 萬 | 0.4% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,042,000 | $1,512 萬 | 0.3% | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 521,891 | $1,097 萬 | 0.2% | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 303,000 | $792.6 萬 | 0.2% | 歷史 |
| LUNGPulmonx Corp | COM | 435,000 | $724.7 萬 | 0.1% | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 2,928,900 | $685.4 萬 | 0.1% | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 1,123,000 | $473.9 萬 | 0.1% | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,463,251 | $330.7 萬 | 0.1% | – |
| DNTHDianthus Therapeutics, Inc. | COM | 2,250,953 | $317.4 萬 | 0.1% | 歷史 |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 1,282,816 | $306.6 萬 | 0.1% | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 220,400 | $279.9 萬 | 0.1% | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 848,412 | $268.9 萬 | 0.1% | 歷史 |
| LogicBio Therapeutics, Inc.54142F102 | COM | 8,466,783 | $230.7 萬 | <0.1% | – |
| IMDXInsight Molecular Diagnostics Inc. | COM | 1,882,768 | $137.4 萬 | <0.1% | 歷史 |
| VORVor Biopharma Inc. | COM | 111,808 | $44.5 萬 | <0.1% | 歷史 |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 113,500 | $42.2 萬 | <0.1% | 歷史 |