OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 119
- 較 2023 年第 1 季 +3
- 總值
- $51.4 億
- 較 2023 年第 1 季 +$8,934 萬 (+1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | 620,500 | $2.12 億 | 4.1% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $1.84 億 | 3.6% | +2,1250.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,379,900 | $1.83 億 | 3.6% | −410,100−10.8% | 減碼 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,233,668 | $1.61 億 | 3.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 556,800 | $1.59 億 | 3.1% | +51,800+10.3% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 348,700 | $1.56 億 | 3.0% | 00.0% | 不變 | 歷史 |
| BAXBaxter International Inc | Stock | 3,375,000 | $1.54 億 | 3.0% | +1,813,000+116.1% | 加碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,615,210 | $1.40 億 | 2.7% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 244,000 | $1.17 億 | 2.3% | −32,000−11.6% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $1.13 億 | 2.2% | 00.0% | 不變 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 5,326,302 | $1.11 億 | 2.2% | +5,326,302 | 新進 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 4,178,588 | $1.10 億 | 2.1% | −320,312−7.1% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 2,269,637 | $1.01 億 | 2.0% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,488,000 | $9,516 萬 | 1.9% | −852,000−36.4% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,169,500 | $8,901 萬 | 1.7% | +45,000+2.1% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 401,900 | $8,872 萬 | 1.7% | +401,900 | 新進 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 2,895,632 | $8,774 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,156,561 | $8,766 萬 | 1.7% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 186,000 | $8,723 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 162,800 | $8,494 萬 | 1.7% | +15,000+10.1% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 910,200 | $8,292 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 271,400 | $8,280 萬 | 1.6% | −96,200−26.2% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 3,777,778 | $7,986 萬 | 1.6% | −482,913−11.3% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 960,500 | $7,817 萬 | 1.5% | −259,800−21.3% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 654,000 | $7,490 萬 | 1.5% | −211,100−24.4% | 減碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 321,569 | $7,428 萬 | 1.4% | +321,569 | 新進 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,950,796 | $7,119 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $7,111 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $6,799 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $6,667 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| 0000000000 | Stock | 11,895,652 | $6,633 萬 | 1.3% | 00.0% | 不變 | – |
| RCMR1 RCM Inc. | COM | 3,441,000 | $6,349 萬 | 1.2% | +1,691,000+96.6% | 加碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 2,292,531 | $6,185 萬 | 1.2% | −626,923−21.5% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,514,734 | $6,086 萬 | 1.2% | −164,683−9.8% | 減碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,740,887 | $5,856 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 165,400 | $5,821 萬 | 1.1% | −12,200−6.9% | 減碼 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $5,665 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,530,240 | $5,296 萬 | 1.0% | +818,565+47.8% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,007,148 | $5,030 萬 | 1.0% | +277,709+38.1% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $4,909 萬 | 1.0% | +869,565+8.7% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 515,000 | $4,858 萬 | 0.9% | −115,000−18.3% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 973,581 | $4,737 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 489,000 | $4,611 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 161,000 | $4,518 萬 | 0.9% | +161,000 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,096,000 | $4,220 萬 | 0.8% | −53,100−4.6% | 減碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $4,196 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,563,077 | $4,108 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 245,000 | $3,567 萬 | 0.7% | +245,000 | 新進 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $3,515 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 9,033,726 | $3,442 萬 | 0.7% | −464,048−4.9% | 減碼 | – |
| JANXJanux Therapeutics, Inc. | COM | 2,836,386 | $3,367 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 4,707,458 | $3,314 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 913,650 | $3,301 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 316,400 | $3,254 萬 | 0.6% | +116,400+58.2% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 2,118,100 | $3,253 萬 | 0.6% | +373,800+21.4% | 加碼 | 歷史 |
| TELATELA Bio, Inc. | COM | 2,835,542 | $2,872 萬 | 0.6% | −192,000−6.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 127,300 | $2,826 萬 | 0.6% | +50,600+66.0% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 1,756,800 | $2,820 萬 | 0.5% | +394,400+28.9% | 加碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $2,780 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $2,701 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 8,009,729 | $2,427 萬 | 0.5% | +2,866,100+55.7% | 加碼 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,391,628 | $2,420 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 7,214,937 | $2,374 萬 | 0.5% | −1,796,500−19.9% | 減碼 | 歷史 |
| QUREuniQure N.V. | SHS | 2,064,455 | $2,366 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 1,251,070 | $2,340 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 1,856,400 | $2,332 萬 | 0.5% | +685,400+58.5% | 加碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,871,000 | $2,156 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,186,166 | $2,090 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 8,322,140 | $2,022 萬 | 0.4% | +875,000+11.7% | 加碼 | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $1,904 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,914,479 | $1,824 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NPCENeuroPace Inc | COM | 4,012,281 | $1,802 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 540,984 | $1,774 萬 | 0.3% | −44,016−7.5% | 減碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $1,590 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,122,770 | $1,458 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $1,384 萬 | 0.3% | +1,315,789+22.6% | 加碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 5,463,000 | $1,338 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 756,930 | $1,298 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 32,600 | $1,271 萬 | 0.2% | −11,900−26.7% | 減碼 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 208,500 | $1,195 萬 | 0.2% | +208,500 | 新進 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,529,115 | $1,138 萬 | 0.2% | +153,845+11.2% | 加碼依 1 比 12 拆股換算 | 歷史 |
| IMTXImmatics N.V. | SHS | 966,829 | $1,116 萬 | 0.2% | +19,581+2.1% | 加碼 | 歷史 |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,788,600 | $987.3 萬 | 0.2% | +88,600+5.2% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 13,500 | $970.0 萬 | 0.2% | −10,500−43.8% | 減碼 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM | 3,834,237 | $966.2 萬 | 0.2% | −256,700−6.3% | 減碼 | 歷史 |
| PASGPassage BIO, Inc. | COM | 10,124,576 | $953.0 萬 | 0.2% | +1,192,577+13.4% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 199,500 | $931.5 萬 | 0.2% | +199,500 | 新進 | 歷史 |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $926.5 萬 | 0.2% | – | – | – |
| ORICOric Pharmaceuticals, Inc. | COM | 1,168,468 | $906.7 萬 | 0.2% | −206,000−15.0% | 減碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 736,315 | $873.6 萬 | 0.2% | −922,700−55.6% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 100,000 | $770.7 萬 | 0.1% | +100,000 | 新進 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 117,000 | $596.7 萬 | 0.1% | +117,000 | 新進 | 歷史 |
| Ys Biopharma Co LtdG9845F109 | ORDINARY SHARES | 4,298,465 | $593.2 萬 | 0.1% | +10.0% | 加碼 | – |
| CGEMCullinan Therapeutics, Inc. | COM | 544,848 | $586.3 萬 | 0.1% | −60,539−10.0% | 減碼 | 歷史 |
| CUTRCutera Inc | COM | 387,100 | $585.7 萬 | 0.1% | +387,100 | 新進 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 735,645 | $554.7 萬 | 0.1% | +220,645+42.8% | 加碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 5,270,400 | $553.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $488.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 151,400 | $473.9 萬 | 0.1% | +151,400 | 新進 | 歷史 |
| NSPRInspireMD, Inc. | COM | 1,860,405 | $467.0 萬 | 0.1% | +1,860,405 | 新進 | 歷史 |
選擇權（7 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 | – | $1,367 萬 |
| HUMHumana Inc | Stock | – | $1,118 萬 |
| THCTenet Healthcare Corp | COM NEW | – | $813.8 萬 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | $514.3 萬 | – |
| TGTXTG Therapeutics, Inc. | COM | – | $113.8 萬 |
| MRSNMersana Therapeutics, Inc. | COM | – | $82.3 萬 |
| NKTRNektar Therapeutics | COM | – | $29.6 萬 |
2023 年第 1 季之後清倉（12 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KDNYChinook Therapeutics, Inc. | COM | 2,029,300 | $4,698 萬 | 0.9% | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 5,108,900 | $3,676 萬 | 0.7% | – |
| PGNYProgyny, Inc. | COM | 1,037,912 | $3,334 萬 | 0.7% | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 813,500 | $2,387 萬 | 0.5% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 274,000 | $2,088 萬 | 0.4% | – |
| RXSTRxSight, Inc. | COM | 1,202,833 | $2,006 萬 | 0.4% | 歷史 |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $946.9 萬 | 0.2% | – |
| PTGXProtagonist Therapeutics, Inc | COM | 301,000 | $692.3 萬 | 0.1% | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 164,627 | $613.6 萬 | 0.1% | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 7,747,891 | $547.7 萬 | 0.1% | 歷史 |
| NKTRNektar Therapeutics | COM | 1,034,059 | $72.7 萬 | <0.1% | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 1,797,221 | $52.1 萬 | <0.1% | 歷史 |