OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 120
- 較 2023 年第 2 季 +1
- 總值
- $43.2 億
- 較 2023 年第 2 季 −$8.17 億 (−15.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BSXBoston Scientific Corp | Stock | 3,306,800 | $1.75 億 | 4.0% | −73,100−2.2% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 342,500 | $1.67 億 | 3.9% | −6,200−1.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 499,000 | $1.46 億 | 3.4% | −121,500−19.6% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 556,800 | $1.43 億 | 3.3% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,615,210 | $1.43 億 | 3.3% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $1.23 億 | 2.8% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,055,000 | $1.09 億 | 2.5% | +1,055,000 | 新進 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 2,269,637 | $1.07 億 | 2.5% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 186,000 | $9,991 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,169,500 | $9,841 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,968,588 | $9,175 萬 | 2.1% | −210,000−5.0% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 401,900 | $9,078 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,896,074 | $8,613 萬 | 2.0% | −1,054,722−26.7% | 減碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 1,959,050 | $8,534 萬 | 2.0% | +1,045,400+114.4% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 2,239,900 | $8,453 萬 | 2.0% | −1,135,100−33.6% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $8,347 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,224,400 | $8,068 萬 | 1.9% | +263,900+27.5% | 加碼 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $8,043 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 2,895,632 | $7,885 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 269,000 | $7,351 萬 | 1.7% | −2,400−0.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 143,800 | $7,279 萬 | 1.7% | −19,000−11.7% | 減碼 | 歷史 |
| APLMApollomics Inc. | CL A SHS | 17,993,635 | $6,739 萬 | 1.6% | +17,331,074+2,615.8% | 加碼 | 歷史 |
| CICigna Group | Stock | 231,500 | $6,623 萬 | 1.5% | +70,500+43.8% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 529,200 | $6,415 萬 | 1.5% | −124,800−19.1% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 3,777,778 | $6,158 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| RYZBRayzeBio, Inc. | COM | 2,622,909 | $5,823 萬 | 1.3% | +2,622,909 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 165,400 | $5,752 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 5,326,302 | $5,417 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| RCMR1 RCM Inc. | COM | 3,441,000 | $5,186 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,007,148 | $5,134 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 330,000 | $4,919 萬 | 1.1% | +330,000 | 新進 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 2,292,531 | $4,869 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,514,734 | $4,829 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,260,500 | $4,795 萬 | 1.1% | +350,300+38.5% | 加碼 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,713,600 | $4,765 萬 | 1.1% | +479,932+2.8% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 415,900 | $4,679 萬 | 1.1% | −73,100−14.9% | 減碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 4,081,592 | $4,673 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| 0000000000 | Stock | 12,048,773 | $4,513 萬 | 1.0% | +153,121+1.3% | 加碼 | – |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $4,405 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 920,581 | $4,074 萬 | 0.9% | −53,000−5.4% | 減碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,563,077 | $4,030 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $4,014 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $3,958 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NPCENeuroPace Inc | COM | 4,012,281 | $3,904 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $3,832 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 253,309 | $3,699 萬 | 0.9% | −68,260−21.2% | 減碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $3,693 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 70,000 | $3,529 萬 | 0.8% | −174,000−71.3% | 減碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 9,240,887 | $3,493 萬 | 0.8% | +500,000+5.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 127,300 | $3,421 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $3,371 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 3,317,927 | $3,344 萬 | 0.8% | +481,541+17.0% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 958,793 | $3,275 萬 | 0.8% | −137,207−12.5% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 132,200 | $3,255 萬 | 0.8% | +132,200 | 新進 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 266,400 | $3,082 萬 | 0.7% | −50,000−15.8% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 1,427,901 | $3,041 萬 | 0.7% | +1,427,901 | 新進 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 9,308,726 | $2,681 萬 | 0.6% | +275,000+3.0% | 加碼 | – |
| TELATELA Bio, Inc. | COM | 2,835,542 | $2,268 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 4,707,458 | $2,142 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,500,000 | $2,117 萬 | 0.5% | +1,500,000 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 1,518,115 | $2,081 萬 | 0.5% | −238,685−13.6% | 減碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 1,244,945 | $2,069 萬 | 0.5% | −6,125−0.5% | 減碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $1,923 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,284,000 | $1,864 萬 | 0.4% | −1,246,240−49.3% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 350,000 | $1,770 萬 | 0.4% | +150,500+75.4% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 32,600 | $1,603 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 2,033,789 | $1,444 萬 | 0.3% | +1,298,144+176.5% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 2,064,455 | $1,385 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,186,166 | $1,380 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,871,000 | $1,378 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 583,642 | $1,338 萬 | 0.3% | +583,642 | 新進 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,529,115 | $1,243 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $1,221 萬 | 0.3% | +3,099,265 | 新進 | 歷史 |
| IMTXImmatics N.V. | SHS | 1,050,200 | $1,216 萬 | 0.3% | +83,371+8.6% | 加碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 340,384 | $1,182 萬 | 0.3% | −200,600−37.1% | 減碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 433,651 | $1,165 萬 | 0.3% | +316,651+270.6% | 加碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 8,322,140 | $1,140 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 8,009,729 | $1,121 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 13,500 | $1,111 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 756,930 | $1,027 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,914,479 | $1,017 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $1,014 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SGENSeagen Inc. | COM | 42,600 | $903.8 萬 | 0.2% | +42,600 | 新進 | 歷史 |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,595,000 | $898.0 萬 | 0.2% | −193,600−10.8% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 5,270,400 | $896.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,122,770 | $811.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $777.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 100,000 | $749.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 117,000 | $666.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PASGPassage BIO, Inc. | COM | 10,124,576 | $666.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 5,463,000 | $650.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 312,404 | $627.3 萬 | 0.1% | +312,404 | 新進 | 歷史 |
| NSPRInspireMD, Inc. | COM | 1,860,405 | $608.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 893,668 | $540.7 萬 | 0.1% | −274,800−23.5% | 減碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 544,848 | $493.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 208,500 | $477.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 501,966 | $422.2 萬 | 0.1% | +501,966 | 新進 | 歷史 |
| Ys Biopharma Co LtdG9845F109 | ORDINARY SHARES | 4,541,422 | $363.3 萬 | 0.1% | +242,957+5.7% | 加碼 | – |
| CUTRCutera Inc | COM | 603,100 | $363.1 萬 | 0.1% | +216,000+55.8% | 加碼 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $349.7 萬 | 0.1% | 00.0% | 不變 | 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。
2023 年第 2 季之後清倉（13 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 1,488,000 | $9,516 萬 | 1.9% | 歷史 |
| Vectivbio Hldg AGH9060V101 | ORD SHS | 5,156,561 | $8,766 萬 | 1.7% | – |
| EWEdwards Lifesciences Corp | Stock | 515,000 | $4,858 萬 | 0.9% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 245,000 | $3,567 萬 | 0.7% | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 2,118,100 | $3,253 萬 | 0.6% | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,391,628 | $2,420 萬 | 0.5% | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 7,214,937 | $2,374 萬 | 0.5% | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 1,856,400 | $2,332 萬 | 0.5% | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 4,945,192 | $1,904 萬 | 0.4% | 歷史 |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $926.5 萬 | 0.2% | – |
| GHRSGH Research PLC | ORDINARY SHARES | 736,315 | $873.6 萬 | 0.2% | 歷史 |
| ALKSAlkermes plc. | SHS | 151,400 | $473.9 萬 | 0.1% | 歷史 |
| RVNCRevance Therapeutics, Inc. | COM | 100,000 | $253.1 萬 | <0.1% | 歷史 |