OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 108
- 較 2024 年第 1 季 −4
- 總值
- $46.9 億
- 較 2024 年第 1 季 −$4.17 億 (−8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 337,600 | $3.06 億 | 6.5% | −23,200−6.4% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $2.71 億 | 5.8% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,273,000 | $2.52 億 | 5.4% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 493,100 | $2.19 億 | 4.7% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 900,900 | $2.09 億 | 4.5% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $1.86 億 | 4.0% | −1,038,800−11.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,316,000 | $1.63 億 | 3.5% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,173,300 | $1.56 億 | 3.3% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 2,979,828 | $1.25 億 | 2.7% | −1,295,725−30.3% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,372,333 | $1.13 億 | 2.4% | +359,300+17.8% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 646,000 | $1.02 億 | 2.2% | −51,500−7.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 269,000 | $9,153 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 168,100 | $9,109 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 209,100 | $8,992 萬 | 1.9% | +57,500+37.9% | 加碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,785,571 | $8,048 萬 | 1.7% | +83,334+4.9% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 9,240,887 | $7,864 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $7,513 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 687,500 | $7,445 萬 | 1.6% | −211,931−23.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 132,000 | $7,300 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 151,000 | $7,078 萬 | 1.5% | +28,300+23.1% | 加碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,707,331 | $6,432 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 448,200 | $6,170 萬 | 1.3% | +25,100+5.9% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 250,300 | $6,082 萬 | 1.3% | +250,300 | 新進 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 795,900 | $6,010 萬 | 1.3% | −270,231−25.3% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,268,734 | $5,798 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,280,800 | $5,737 萬 | 1.2% | −104,200−7.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 112,000 | $5,704 萬 | 1.2% | +42,000+60.0% | 加碼 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $5,616 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ICLRIcon PLC | COM | 174,100 | $5,458 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,619,135 | $5,189 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,302,800 | $4,998 萬 | 1.1% | +5,000+0.4% | 加碼 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 2,605,615 | $4,982 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $4,606 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 812,906 | $4,404 萬 | 0.9% | +130,206+19.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 134,900 | $4,215 萬 | 0.9% | +71,500+112.8% | 加碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 3,229,977 | $4,176 萬 | 0.9% | +55,456+1.7% | 加碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $4,156 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 2,861,801 | $4,138 萬 | 0.9% | −536,266−15.8% | 減碼 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $4,044 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ITGRInteger Holdings Corp | COM | 349,221 | $4,044 萬 | 0.9% | +349,221 | 新進 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,925,300 | $3,953 萬 | 0.8% | +176,300+10.1% | 加碼 | 歷史 |
| GERNGeron Corp | COM | 8,930,252 | $3,786 萬 | 0.8% | −3,963,359−30.7% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 862,362 | $3,362 萬 | 0.7% | +312,362+56.8% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 289,900 | $3,287 萬 | 0.7% | +149,600+106.6% | 加碼 | 歷史 |
| 0000000000 | Stock | 12,048,773 | $3,215 萬 | 0.7% | 00.0% | 不變 | – |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 704,842 | $2,894 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 706,475 | $2,886 萬 | 0.6% | −287,625−28.9% | 減碼 | – |
| EXASExact Sciences Corp | COM | 672,416 | $2,841 萬 | 0.6% | +532,016+378.9% | 加碼 | 歷史 |
| NPCENeuroPace Inc | COM | 3,406,335 | $2,575 萬 | 0.5% | −597,632−14.9% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 708,400 | $2,500 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 675,872 | $2,445 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 5,559,528 | $2,418 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 22,800 | $2,396 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 2,021,424 | $2,365 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 2,006,381 | $2,331 萬 | 0.5% | +236,673+13.4% | 加碼 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 6,512,866 | $2,280 萬 | 0.5% | −3,598,684−35.6% | 減碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $2,236 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 612,500 | $2,087 萬 | 0.4% | +54,000+9.7% | 加碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 2,320,102 | $2,065 萬 | 0.4% | +1,680,102+262.5% | 加碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,147,655 | $2,002 萬 | 0.4% | +630,049+121.7% | 加碼 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $1,765 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 379,130 | $1,492 萬 | 0.3% | −339,771−47.3% | 減碼 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,500,000 | $1,475 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $1,385 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 4,316,824 | $1,364 萬 | 0.3% | +4,316,824 | 新進 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $1,264 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $1,238 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 768,638 | $1,229 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TELATELA Bio, Inc. | COM | 2,457,542 | $1,155 萬 | 0.2% | −378,000−13.3% | 減碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 1,894,462 | $1,142 萬 | 0.2% | −823,508−30.3% | 減碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $1,096 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $1,049 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 5,846,100 | $982.1 萬 | 0.2% | +2,304,100+65.1% | 加碼 | 歷史 |
| LYELLyell Immunopharma, Inc. | COM | 6,405,098 | $928.7 萬 | 0.2% | +6,205,598+3,110.6% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 156,100 | $923.6 萬 | 0.2% | +156,100 | 新進 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 1,074,382 | $895.0 萬 | 0.2% | −2,500,250−69.9% | 減碼 | 歷史 |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $812.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PASGPassage BIO, Inc. | COM | 10,124,576 | $804.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGNYProgyny, Inc. | COM | 259,900 | $743.6 萬 | 0.2% | +146,600+129.4% | 加碼 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 1,513,058 | $699.0 萬 | 0.1% | +1,513,058 | 新進 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,539,358 | $584.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 570,300 | $565.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 29,966 | $550.3 萬 | 0.1% | −7,200−19.4% | 減碼 | 歷史 |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $532.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 492,670 | $491.2 萬 | 0.1% | +492,670 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 125,000 | $490.9 萬 | 0.1% | +125,000 | 新進 | 歷史 |
| NKTXNkarta, Inc. | COM | 800,000 | $472.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HLSQTessera Defense & Homeland Security Inc. | COM | 13,773,653 | $462.9 萬 | 0.1% | +9,256,064+204.9% | 加碼 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,529,115 | $455.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,355,352 | $444.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $413.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 2,425,800 | $266.8 萬 | 0.1% | −264,500−9.8% | 減碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $264.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 941,275 | $254.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 133,200 | $237.0 萬 | 0.1% | +133,200 | 新進 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 26,100 | $214.9 萬 | <0.1% | −1,252,400−98.0% | 減碼 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 2,241,273 | $204.5 萬 | <0.1% | −10.0% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 287,100 | $203.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXTCNextCure, Inc. | COM | 1,141,200 | $181.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APLMApollomics Inc. | CL A SHS | 8,565,456 | $180.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（6 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。
2024 年第 1 季之後清倉（13 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ALPNAlpine Immune Sciences, Inc. | COM | 2,680,496 | $1.06 億 | 2.1% | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 13,708,731 | $3,674 萬 | 0.7% | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 460,512 | $2,810 萬 | 0.6% | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 8,009,729 | $2,131 萬 | 0.4% | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 739,651 | $2,115 萬 | 0.4% | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 565,374 | $1,672 萬 | 0.3% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,870,456 | $1,029 萬 | 0.2% | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 225,200 | $845.2 萬 | 0.2% | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM | 6,505,800 | $774.2 萬 | 0.2% | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,544,578 | $772.7 萬 | 0.2% | 歷史 |
| BOLTBolt Biotherapeutics, Inc. | COM | 1,541,000 | $215.7 萬 | <0.1% | 歷史 |
| CALCCalciMedica, Inc. | COM NEW | 297,380 | $123.7 萬 | <0.1% | 歷史 |
| AFIBAcutus Medical, Inc. | COM | 2,648,386 | $49.8 萬 | <0.1% | 歷史 |