OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 116
- 較 2022 年第 4 季 +2
- 總值
- $50.5 億
- 較 2022 年第 4 季 −$1.73 億 (−3.3%)
| 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 | 6.7% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 8,996,213 | $1.97 億 | 3.9% | +8,996,213 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,790,000 | $1.90 億 | 3.8% | −108,200−2.8% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 348,700 | $1.69 億 | 3.4% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,340,000 | $1.62 億 | 3.2% | −244,900−9.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 620,500 | $1.59 億 | 3.1% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,615,210 | $1.57 億 | 3.1% | 00.0% | 不變 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,233,668 | $1.53 億 | 3.0% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 505,000 | $1.40 億 | 2.8% | +246,800+95.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 276,000 | $1.30 億 | 2.6% | −104,500−27.5% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 865,100 | $1.19 億 | 2.4% | −107,200−11.0% | 減碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 4,498,900 | $1.16 億 | 2.3% | −751,100−14.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 367,600 | $1.05 億 | 2.1% | −113,400−23.6% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $9,716 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 2,895,632 | $9,396 萬 | 1.9% | +70,800+2.5% | 加碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $9,021 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 4,260,691 | $8,555 萬 | 1.7% | −311,598−6.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 147,800 | $8,519 萬 | 1.7% | −54,400−26.9% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,124,500 | $7,593 萬 | 1.5% | +130,900+6.6% | 加碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $7,313 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,220,300 | $7,251 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,679,417 | $7,171 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 186,000 | $6,388 萬 | 1.3% | +186,000 | 新進 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,950,796 | $6,345 萬 | 1.3% | +753,920+23.6% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 1,562,000 | $6,335 萬 | 1.3% | +1,562,000 | 新進 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 910,200 | $6,004 萬 | 1.2% | +910,200 | 新進 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 2,919,454 | $5,743 萬 | 1.1% | −448,546−13.3% | 減碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,039,691 | $5,723 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $5,690 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 177,600 | $5,596 萬 | 1.1% | −93,900−34.6% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 973,581 | $5,405 萬 | 1.1% | −972,772−50.0% | 減碼 | 歷史 |
| 0000000000 | Stock | 11,895,652 | $5,382 萬 | 1.1% | −252,225−2.1% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 630,000 | $5,212 萬 | 1.0% | −230,500−26.8% | 減碼 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $5,042 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 489,000 | $4,950 萬 | 1.0% | −198,700−28.9% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 2,269,637 | $4,809 萬 | 1.0% | +108,696+5.0% | 加碼 | 歷史 |
| KDNYChinook Therapeutics, Inc. | COM | 2,029,300 | $4,698 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $4,661 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,156,561 | $4,388 萬 | 0.9% | −1,850,300−26.4% | 減碼 | – |
| ACETAdicet Bio, Inc. | COM | 7,447,140 | $4,290 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| QUREuniQure N.V. | SHS | 2,064,455 | $4,158 萬 | 0.8% | +316,900+18.1% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,149,100 | $4,113 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,744,300 | $3,923 萬 | 0.8% | +491,170+39.2% | 加碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 9,011,437 | $3,704 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 5,108,900 | $3,676 萬 | 0.7% | +400,000+8.5% | 加碼 | – |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,711,675 | $3,615 萬 | 0.7% | −294,825−14.7% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $3,432 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 913,650 | $3,397 萬 | 0.7% | −370,042−28.8% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,037,912 | $3,334 萬 | 0.7% | +2,912+0.3% | 加碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $3,269 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TELATELA Bio, Inc. | COM | 3,027,542 | $3,221 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 5,143,629 | $3,215 萬 | 0.6% | +1,100,000+27.2% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $3,152 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $3,151 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,563,077 | $3,131 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 4,707,458 | $2,876 萬 | 0.6% | +2,700,000+134.5% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 729,439 | $2,734 萬 | 0.5% | −553,687−43.2% | 減碼 | 歷史 |
| RCMR1 RCM Inc. | COM | 1,750,000 | $2,625 萬 | 0.5% | +1,750,000 | 新進 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,391,628 | $2,439 萬 | 0.5% | +1,350,328+129.7% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 813,500 | $2,387 萬 | 0.5% | +813,500 | 新進 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $2,381 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 1,251,070 | $2,296 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 200,000 | $2,183 萬 | 0.4% | +29,000+17.0% | 加碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,914,479 | $2,106 萬 | 0.4% | −545,629−22.2% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 274,000 | $2,088 萬 | 0.4% | +197,600+258.6% | 加碼 | – |
| RXSTRxSight, Inc. | COM | 1,202,833 | $2,006 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 24,000 | $1,972 萬 | 0.4% | +24,000 | 新進 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 585,000 | $1,960 萬 | 0.4% | −340,000−36.8% | 減碼 | 歷史 |
| NPCENeuroPace Inc | COM | 4,012,281 | $1,862 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 76,700 | $1,854 萬 | 0.4% | +76,700 | 新進 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 9,497,774 | $1,767 萬 | 0.3% | +1,612,904+20.5% | 加碼 | – |
| KZRKezar Life Sciences, Inc. | COM | 5,463,000 | $1,710 萬 | 0.3% | +878,678+19.2% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 44,500 | $1,658 萬 | 0.3% | +28,300+174.7% | 加碼 | 歷史 |
| APLMApollomics Inc. | CL A SHS | 662,561 | $1,603 萬 | 0.3% | +662,561 | 新進 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 756,930 | $1,527 萬 | 0.3% | −2,610−0.3% | 減碼 | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $1,493 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,659,015 | $1,326 萬 | 0.3% | +36,955+2.3% | 加碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 1,171,000 | $1,299 萬 | 0.3% | +655,000+126.9% | 加碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,871,000 | $1,298 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $1,285 萬 | 0.3% | – | – | – |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,122,770 | $1,177 萬 | 0.2% | −102,000−3.2% | 減碼 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,186,166 | $1,099 萬 | 0.2% | +252,225+8.6% | 加碼 | 歷史 |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,700,000 | $1,063 萬 | 0.2% | +1,312,433+338.6% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 1,362,400 | $1,057 萬 | 0.2% | +1,362,400 | 新進 | 歷史 |
| BCABBioAtla, Inc. | COM | 3,861,000 | $1,035 萬 | 0.2% | +3,528,628+1,061.7% | 加碼 | 歷史 |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $946.9 萬 | 0.2% | – | – | – |
| PASGPassage BIO, Inc. | COM | 8,931,999 | $855.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM | 4,090,937 | $814.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,374,468 | $783.4 萬 | 0.2% | −233,100−14.5% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 301,000 | $692.3 萬 | 0.1% | +301,000 | 新進 | 歷史 |
| Ys Biopharma Co LtdG9845F109 | ORDINARY SHARES | 4,298,464 | $687.8 萬 | 0.1% | +4,298,464 | 新進 | – |
| VSTMVerastem, Inc. | COM | 16,503,237 | $685.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 947,248 | $653.6 萬 | 0.1% | +947,248 | 新進 | 歷史 |
| IVVDInvivyd, Inc. | COM | 5,270,400 | $632.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $631.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 605,387 | $619.3 萬 | 0.1% | −31,900−5.0% | 減碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 164,627 | $613.6 萬 | 0.1% | +164,627 | 新進 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 7,747,891 | $547.7 萬 | 0.1% | −2,857,631−26.9% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 5,817,726 | $506.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 448,891 | $439.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（8 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 |
|---|---|---|---|
| BAXBaxter International Inc | Stock | – | $1,420 萬 |
| SRPTSarepta Therapeutics, Inc. | COM | – | $1,034 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $762.1 萬 |
| MRTXMirati Therapeutics, Inc. | COM | – | $557.7 萬 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | $545.7 萬 | – |
| MRSNMersana Therapeutics, Inc. | COM | – | $86.6 萬 |
| ALTAltimmune, Inc. | COM NEW | – | $42.2 萬 |
| NKTRNektar Therapeutics | COM | – | $38.3 萬 |
2022 年第 4 季之後清倉（16 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 913,812 | $1.17 億 | 2.2% | 歷史 |
| PFEPfizer Inc | Stock | 1,393,600 | $7,141 萬 | 1.4% | 歷史 |
| ETNB89bio, Inc. | COM | 3,658,869 | $4,658 萬 | 0.9% | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 2,758,434 | $4,345 萬 | 0.8% | 歷史 |
| CINCCinCor Pharma, Inc. | COM | 1,906,000 | $2,342 萬 | 0.4% | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 4,386,568 | $1,794 萬 | 0.3% | 歷史 |
| MRNAModerna, Inc. | Stock | 82,550 | $1,483 萬 | 0.3% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 36,300 | $545.3 萬 | 0.1% | 歷史 |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 1,583,490 | $315.1 萬 | 0.1% | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 3,050,921 | $231.9 萬 | <0.1% | 歷史 |
| CALCCalciMedica, Inc. | COM SHS | 4,163,347 | $208.2 萬 | <0.1% | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 487,642 | $170.7 萬 | <0.1% | 歷史 |
| Cybin Ord23256X100 | COM | 5,386,299 | $165.2 萬 | <0.1% | – |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 848,252 | $113.7 萬 | <0.1% | 歷史 |
| MACKMerrimack Pharmaceuticals Inc | COM NEW | 73,600 | $84.3 萬 | <0.1% | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 27,369 | $20.8 萬 | <0.1% | 歷史 |