OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 109
- 較 2023 年第 3 季 −11
- 總值
- $49.9 億
- 較 2023 年第 3 季 +$6.71 億 (+15.5%)
| 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 | 6.8% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 827,600 | $2.14 億 | 4.3% | +270,800+48.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 365,400 | $2.13 億 | 4.3% | +179,400+96.5% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,306,800 | $1.91 億 | 3.8% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 499,000 | $1.68 億 | 3.4% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 14,567,176 | $1.59 億 | 3.2% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,571,410 | $1.52 億 | 3.0% | −43,800−2.7% | 減碼 | 歷史 |
| RYZBRayzeBio, Inc. | COM | 2,365,213 | $1.47 億 | 2.9% | −257,696−9.8% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $1.25 億 | 2.5% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,219,359 | $1.18 億 | 2.4% | −749,229−18.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,055,000 | $1.15 億 | 2.3% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,064,797 | $1.04 億 | 2.1% | −104,703−4.8% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,702,237 | $9,832 萬 | 2.0% | −567,400−25.0% | 減碼 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 9,308,726 | $9,346 萬 | 1.9% | 00.0% | 不變 | – |
| THCTenet Healthcare Corp | COM NEW | 1,224,400 | $9,253 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 2,746,532 | $9,072 萬 | 1.8% | −149,100−5.1% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 386,100 | $8,490 萬 | 1.7% | −15,800−3.9% | 減碼 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $8,262 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 269,000 | $8,055 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 4,245,000 | $7,981 萬 | 1.6% | +2,211,211+108.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 143,800 | $7,633 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 3,777,778 | $7,510 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,153,091 | $7,241 萬 | 1.5% | +145,943+14.5% | 加碼 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,713,600 | $7,174 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 175,200 | $7,129 萬 | 1.4% | +9,800+5.9% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 519,279 | $6,842 萬 | 1.4% | +103,379+24.9% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 697,500 | $6,726 萬 | 1.3% | +168,300+31.8% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 141,500 | $6,673 萬 | 1.3% | +141,500 | 新進 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $6,340 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 954,481 | $5,979 萬 | 1.2% | +33,900+3.7% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,667,360 | $5,932 萬 | 1.2% | −1,228,714−42.4% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 922,200 | $5,520 萬 | 1.1% | −338,300−26.8% | 減碼 | 歷史 |
| RCMR1 RCM Inc. | COM | 4,803,200 | $5,077 萬 | 1.0% | +1,362,200+39.6% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 9,240,887 | $5,064 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,268,734 | $5,044 萬 | 1.0% | −246,000−16.2% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 109,900 | $5,031 萬 | 1.0% | −232,600−67.9% | 減碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $4,945 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 2,535,245 | $4,832 萬 | 1.0% | −1,546,347−37.9% | 減碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 2,292,531 | $4,812 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $4,658 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 3,095,000 | $4,608 萬 | 0.9% | +224,000+7.8% | 加碼 | 歷史 |
| NPCENeuroPace Inc | COM | 4,003,967 | $4,128 萬 | 0.8% | −8,314−0.2% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 4,707,458 | $3,827 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,749,000 | $3,780 萬 | 0.8% | +465,000+36.2% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 132,200 | $3,742 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 70,000 | $3,685 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| 0000000000 | Stock | 12,048,773 | $3,680 萬 | 0.7% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 127,300 | $3,666 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 1,277,901 | $3,570 萬 | 0.7% | −150,000−10.5% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 3,317,927 | $3,560 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $3,489 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $3,486 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 84,600 | $3,218 萬 | 0.6% | +52,000+159.5% | 加碼 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,122,770 | $3,001 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $2,985 萬 | 0.6% | −1,324,591−24.9% | 減碼 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,500,000 | $2,558 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 550,000 | $2,533 萬 | 0.5% | −408,793−42.6% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 536,642 | $2,467 萬 | 0.5% | −47,000−8.1% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $2,425 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $2,387 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 1,518,115 | $2,335 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $2,007 萬 | 0.4% | −87,786−1.3% | 減碼 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 8,009,729 | $1,898 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TELATELA Bio, Inc. | COM | 2,835,542 | $1,877 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 756,930 | $1,713 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 4,127,565 | $1,626 萬 | 0.3% | −1,142,835−21.7% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 1,543,407 | $1,625 萬 | 0.3% | +493,207+47.0% | 加碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 8,322,140 | $1,573 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 79,400 | $1,520 萬 | 0.3% | +79,400 | 新進 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 103,700 | $1,287 萬 | 0.3% | +103,700 | 新進 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,529,115 | $1,245 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $1,222 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 13,500 | $1,186 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 806,000 | $1,144 萬 | 0.2% | +806,000 | 新進 | 歷史 |
| PASGPassage BIO, Inc. | COM | 10,124,576 | $1,023 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 5,928,591 | $1,008 萬 | 0.2% | +5,125,891+638.6% | 加碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 319,651 | $978.1 萬 | 0.2% | −114,000−26.3% | 減碼 | 歷史 |
| QUREuniQure N.V. | SHS | 1,347,900 | $912.5 萬 | 0.2% | −716,555−34.7% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 73,200 | $908.3 萬 | 0.2% | +73,200 | 新進 | 歷史 |
| APLMApollomics Inc. | CL A SHS | 8,565,456 | $826.6 萬 | 0.2% | −9,428,179−52.4% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 100,000 | $810.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 273,400 | $789.6 萬 | 0.2% | +64,900+31.1% | 加碼 | 歷史 |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $788.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 281,413 | $699.3 萬 | 0.1% | −963,532−77.4% | 減碼 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,539,358 | $697.3 萬 | 0.1% | +353,192+11.1% | 加碼 | 歷史 |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $599.5 萬 | 0.1% | +273,000+14.7% | 加碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $598.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 544,848 | $555.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 522,968 | $481.1 萬 | 0.1% | −370,700−41.5% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 30,300 | $421.9 萬 | 0.1% | +30,300 | 新進 | 歷史 |
| AMAMAmbrx Biopharma, Inc. | COM | 296,000 | $421.5 萬 | 0.1% | +296,000 | 新進 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,711,013 | $309.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 58,800 | $233.2 萬 | <0.1% | +58,800 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 117,000 | $223.5 萬 | <0.1% | +117,000 | 新進 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 39,800 | $222.7 萬 | <0.1% | +39,800 | 新進 | 歷史 |
| FATEFate Therapeutics Inc | COM | 528,080 | $197.5 萬 | <0.1% | +528,080 | 新進 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 1,927,000 | $182.6 萬 | <0.1% | −3,536,000−64.7% | 減碼 | 歷史 |
| BOLTBolt Biotherapeutics, Inc. | COM | 1,541,000 | $172.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ys Biopharma Co LtdG9845F109 | ORDINARY SHARES | 3,236,311 | $165.4 萬 | <0.1% | −1,305,111−28.7% | 減碼 | – |
| VIGLVigil Neuroscience, Inc. | COM | 448,891 | $151.7 萬 | <0.1% | 00.0% | 不變 | 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 |
|---|---|---|---|
| PFEPfizer Inc | Stock | – | $1,440 萬 |
2023 年第 3 季之後清倉（25 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRTXMirati Therapeutics, Inc. | COM | 1,959,050 | $8,534 萬 | 2.0% | 歷史 |
| BAXBaxter International Inc | Stock | 2,239,900 | $8,453 萬 | 2.0% | 歷史 |
| CICigna Group | Stock | 231,500 | $6,623 萬 | 1.5% | 歷史 |
| ABBVAbbVie Inc. | Stock | 330,000 | $4,919 萬 | 1.1% | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 253,309 | $3,699 萬 | 0.9% | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 266,400 | $3,082 萬 | 0.7% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 350,000 | $1,770 萬 | 0.4% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 340,384 | $1,182 萬 | 0.3% | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,914,479 | $1,017 萬 | 0.2% | 歷史 |
| SGENSeagen Inc. | COM | 42,600 | $903.8 萬 | 0.2% | 歷史 |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,595,000 | $898.0 萬 | 0.2% | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 117,000 | $666.9 萬 | 0.2% | 歷史 |
| KVUEKenvue Inc. | Stock | 312,404 | $627.3 萬 | 0.1% | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 501,966 | $422.2 萬 | 0.1% | 歷史 |
| CUTRCutera Inc | COM | 603,100 | $363.1 萬 | 0.1% | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 842,366 | $260.3 萬 | 0.1% | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 14,000 | $236.7 萬 | 0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 110,000 | $204.5 萬 | <0.1% | 歷史 |
| BCABBioAtla, Inc. | COM | 1,009,279 | $171.6 萬 | <0.1% | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 772,584 | $129.0 萬 | <0.1% | 歷史 |
| SYBXSynlogic, Inc. | COM NEW | 401,998 | $113.0 萬 | <0.1% | 歷史 |
| DMRADamora Therapeutics, Inc. | COM | 924,788 | $66.5 萬 | <0.1% | 歷史 |
| XNCRXencor Inc | COM | 19,142 | $38.6 萬 | <0.1% | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 100,000 | $26.0 萬 | <0.1% | 歷史 |
| HARPHarpoon Therapeutics, Inc. | COM NEW | 62,121 | $25.0 萬 | <0.1% | 歷史 |