OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 112
- 較 2023 年第 4 季 +3
- 總值
- $51.1 億
- 較 2023 年第 4 季 +$1.14 億 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 360,800 | $2.81 億 | 5.5% | −4,600−1.3% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $2.74 億 | 5.4% | +454,545+3.1% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,273,000 | $2.24 億 | 4.4% | −33,800−1.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 493,100 | $1.97 億 | 3.9% | −5,900−1.2% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 900,900 | $1.94 億 | 3.8% | +73,300+8.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,316,000 | $1.74 億 | 3.4% | +261,000+24.7% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 4,275,553 | $1.61 億 | 3.2% | +957,626+28.9% | 加碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 8,998,338 | $1.58 億 | 3.1% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,173,300 | $1.23 億 | 2.4% | −51,100−4.2% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 1,278,500 | $1.12 億 | 2.2% | −292,910−18.6% | 減碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 2,680,496 | $1.06 億 | 2.1% | +145,251+5.7% | 加碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,702,237 | $1.06 億 | 2.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 269,000 | $9,627 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 9,240,887 | $9,444 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 697,500 | $9,030 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,013,033 | $8,726 萬 | 1.7% | −51,764−2.5% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 168,100 | $8,717 萬 | 1.7% | +26,600+18.8% | 加碼 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $8,554 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 2,605,615 | $8,544 萬 | 1.7% | −140,917−5.1% | 減碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,707,331 | $8,403 萬 | 1.6% | −1,512,028−47.0% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,268,734 | $8,399 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 899,431 | $8,226 萬 | 1.6% | −55,050−5.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 132,000 | $7,672 萬 | 1.5% | −11,800−8.2% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,297,800 | $7,628 萬 | 1.5% | +375,600+40.7% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,066,131 | $7,283 萬 | 1.4% | −86,960−7.5% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,385,000 | $6,483 萬 | 1.3% | −282,360−16.9% | 減碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 3,574,632 | $6,349 萬 | 1.2% | −670,368−15.8% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 151,600 | $5,969 萬 | 1.2% | +67,000+79.2% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 174,100 | $5,849 萬 | 1.1% | +41,900+31.7% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 423,100 | $5,835 萬 | 1.1% | −96,179−18.5% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 3,398,067 | $5,467 萬 | 1.1% | −379,711−10.1% | 減碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $5,455 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $5,407 萬 | 1.1% | +3,027,328 | 新進 | 歷史 |
| NPCENeuroPace Inc | COM | 4,003,967 | $5,285 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 3,174,521 | $5,197 萬 | 1.0% | +881,990+38.5% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $5,171 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 122,700 | $5,129 萬 | 1.0% | −52,500−30.0% | 減碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $4,998 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 682,700 | $4,786 萬 | 0.9% | +682,700 | 新進 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 718,901 | $4,777 萬 | 0.9% | −559,000−43.7% | 減碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $4,428 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 12,893,611 | $4,255 萬 | 0.8% | +12,408,611+2,558.5% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,749,000 | $4,163 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $3,839 萬 | 0.8% | +2,252,987 | 新進 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 13,708,731 | $3,674 萬 | 0.7% | +13,708,731 | 新進 | 歷史 |
| 0000000000 | Stock | 12,048,773 | $3,597 萬 | 0.7% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 70,000 | $3,463 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 704,842 | $3,054 萬 | 0.6% | +168,200+31.3% | 加碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,717,970 | $3,031 萬 | 0.6% | −377,030−12.2% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 675,872 | $2,914 萬 | 0.6% | −842,243−55.5% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 460,512 | $2,810 萬 | 0.6% | +460,512 | 新進 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 10,111,550 | $2,801 萬 | 0.5% | +4,182,959+70.6% | 加碼 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $2,791 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $2,701 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $2,690 萬 | 0.5% | +3,125,000+37.6% | 加碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 2,021,424 | $2,610 萬 | 0.5% | +2,021,424 | 新進 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 994,100 | $2,537 萬 | 0.5% | +994,100 | 新進 | – |
| XENEXenon Pharmaceuticals Inc. | COM | 550,000 | $2,368 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 22,800 | $2,194 萬 | 0.4% | +9,300+68.9% | 加碼 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 8,009,729 | $2,131 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 739,651 | $2,115 萬 | 0.4% | +420,000+131.4% | 加碼 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,500,000 | $2,063 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 708,400 | $2,011 萬 | 0.4% | +708,400 | 新進 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 558,500 | $1,966 萬 | 0.4% | +285,100+104.3% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 140,300 | $1,946 萬 | 0.4% | +67,100+91.7% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $1,894 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 1,769,708 | $1,860 萬 | 0.4% | +226,301+14.7% | 加碼 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,529,115 | $1,804 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 63,400 | $1,803 萬 | 0.4% | −63,900−50.2% | 減碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 565,374 | $1,672 萬 | 0.3% | −191,556−25.3% | 減碼 | 歷史 |
| TELATELA Bio, Inc. | COM | 2,835,542 | $1,608 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $1,565 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PASGPassage BIO, Inc. | COM | 10,124,576 | $1,367 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 768,638 | $1,261 萬 | 0.2% | +768,638 | 新進 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $1,236 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 2,690,300 | $1,194 萬 | 0.2% | −1,437,265−34.8% | 減碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $1,101 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,870,456 | $1,029 萬 | 0.2% | +1,870,456 | 新進 | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,355,352 | $994.8 萬 | 0.2% | +827,272+156.7% | 加碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $991.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EXASExact Sciences Corp | COM | 140,400 | $969.6 萬 | 0.2% | +140,400 | 新進 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 517,606 | $882.0 萬 | 0.2% | −27,242−5.0% | 減碼 | 歷史 |
| NKTXNkarta, Inc. | COM | 800,000 | $864.8 萬 | 0.2% | +800,000 | 新進 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 3,542,000 | $850.1 萬 | 0.2% | +3,542,000 | 新進 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 225,200 | $845.2 萬 | 0.2% | +185,400+465.8% | 加碼 | 歷史 |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $812.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM | 6,505,800 | $774.2 萬 | 0.2% | +6,505,800 | 新進 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,544,578 | $772.7 萬 | 0.2% | +3,544,578 | 新進 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 570,300 | $671.8 萬 | 0.1% | −235,700−29.2% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 37,166 | $661.3 萬 | 0.1% | −66,534−64.2% | 減碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 640,000 | $648.3 萬 | 0.1% | +539,000+533.7% | 加碼 | 歷史 |
| APLMApollomics Inc. | CL A SHS | 8,565,456 | $642.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $505.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,539,358 | $502.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 941,275 | $482.9 萬 | 0.1% | −558,725−37.2% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 113,300 | $432.2 萬 | 0.1% | +113,300 | 新進 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 287,100 | $394.8 萬 | 0.1% | −235,868−45.1% | 減碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $358.0 萬 | 0.1% | +2,000,000 | 新進 | 歷史 |
| NXTCNextCure, Inc. | COM | 1,141,200 | $254.5 萬 | <0.1% | −1,569,813−57.9% | 減碼 | 歷史 |
| BOLTBolt Biotherapeutics, Inc. | COM | 1,541,000 | $215.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（2 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 4 季之後清倉（17 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RYZBRayzeBio, Inc. | COM | 2,365,213 | $1.47 億 | 2.9% | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 9,308,726 | $9,346 萬 | 1.9% | – |
| UTHRUnited Therapeutics Corp | COM | 386,100 | $8,490 萬 | 1.7% | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 17,713,600 | $7,174 萬 | 1.4% | 歷史 |
| RCMR1 RCM Inc. | COM | 4,803,200 | $5,077 萬 | 1.0% | 歷史 |
| HUMHumana Inc | Stock | 109,900 | $5,031 萬 | 1.0% | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 4,707,458 | $3,827 萬 | 0.8% | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 3,122,770 | $3,001 萬 | 0.6% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 79,400 | $1,520 萬 | 0.3% | 歷史 |
| QUREuniQure N.V. | SHS | 1,347,900 | $912.5 萬 | 0.2% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 100,000 | $810.1 萬 | 0.2% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 281,413 | $699.3 萬 | 0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 30,300 | $421.9 萬 | 0.1% | 歷史 |
| AMAMAmbrx Biopharma, Inc. | COM | 296,000 | $421.5 萬 | 0.1% | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 58,800 | $233.2 萬 | <0.1% | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 117,000 | $223.5 萬 | <0.1% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 45,000 | $100.2 萬 | <0.1% | 歷史 |