OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 109
- 較 2024 年第 2 季 +1
- 總值
- $54.6 億
- 較 2024 年第 2 季 +$7.75 億 (+16.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $4.01 億 | 7.3% | 00.0% | 不變 | 歷史 |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $3.40 億 | 6.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 337,600 | $2.99 億 | 5.5% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,273,000 | $2.74 億 | 5.0% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 433,800 | $2.13 億 | 3.9% | −59,300−12.0% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $2.03 億 | 3.7% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 813,000 | $1.58 億 | 2.9% | −87,900−9.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,316,000 | $1.49 億 | 2.7% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 782,000 | $1.30 億 | 2.4% | −391,300−33.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 344,400 | $1.24 億 | 2.3% | +75,400+28.0% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $1.20 億 | 2.2% | −952,377−10.3% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 954,500 | $1.19 億 | 2.2% | +308,500+47.8% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 204,500 | $1.11 億 | 2.0% | −4,600−2.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 179,000 | $1.05 億 | 1.9% | +67,000+59.8% | 加碼 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $1.01 億 | 1.8% | 00.0% | 不變 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 3,812,215 | $9,904 萬 | 1.8% | +3,812,215 | 新進 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,324,447 | $9,312 萬 | 1.7% | −47,886−2.0% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,785,571 | $8,774 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| NTRANatera, Inc. | COM | 687,500 | $8,728 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 252,300 | $8,129 萬 | 1.5% | +117,400+87.0% | 加碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $7,831 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ITGRInteger Holdings Corp | COM | 575,000 | $7,475 萬 | 1.4% | +225,779+64.7% | 加碼 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $7,114 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 151,000 | $7,023 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 250,300 | $6,884 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,562,971 | $6,308 萬 | 1.2% | −56,164−0.7% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,018,734 | $5,916 萬 | 1.1% | −250,000−19.7% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,258,566 | $5,718 萬 | 1.0% | −1,721,262−57.8% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 106,200 | $5,522 萬 | 1.0% | −61,900−36.8% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,050,055 | $5,366 萬 | 1.0% | −230,745−18.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 84,400 | $5,221 萬 | 1.0% | −47,600−36.1% | 減碼 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $4,943 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,044,805 | $4,799 萬 | 0.9% | +338,330+47.9% | 加碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 45,200 | $4,752 萬 | 0.9% | +22,400+98.2% | 加碼 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 1,665,115 | $4,709 萬 | 0.9% | −940,500−36.1% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 679,816 | $4,631 萬 | 0.8% | +7,400+1.1% | 加碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 3,305,801 | $4,622 萬 | 0.8% | +75,824+2.3% | 加碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,390,631 | $4,456 萬 | 0.8% | −316,700−18.5% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 387,000 | $4,422 萬 | 0.8% | −408,900−51.4% | 減碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $4,115 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 766,906 | $4,049 萬 | 0.7% | −46,000−5.7% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,925,300 | $3,706 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $3,666 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,270,400 | $3,664 萬 | 0.7% | −32,400−2.5% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 911,420 | $3,588 萬 | 0.7% | +49,058+5.7% | 加碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 156,000 | $3,573 萬 | 0.7% | +156,000 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 123,900 | $3,560 萬 | 0.7% | −50,200−28.8% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 302,220 | $3,482 萬 | 0.6% | −145,980−32.6% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 675,872 | $2,987 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 1,423,470 | $2,961 萬 | 0.5% | +1,423,470 | 新進 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 6,059,528 | $2,763 萬 | 0.5% | +500,000+9.0% | 加碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 3,573,000 | $2,676 萬 | 0.5% | +1,252,898+54.0% | 加碼 | 歷史 |
| PHATPhathom Pharmaceuticals, Inc. | COM | 1,449,073 | $2,620 萬 | 0.5% | +1,449,073 | 新進 | 歷史 |
| CGONCG Oncology, Inc. | COM | 691,114 | $2,608 萬 | 0.5% | +691,114 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 708,400 | $2,545 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 4,377,900 | $2,495 萬 | 0.5% | +2,864,842+189.3% | 加碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 2,002,939 | $2,426 萬 | 0.4% | −18,485−0.9% | 減碼 | 歷史 |
| NPCENeuroPace Inc | COM | 3,406,335 | $2,374 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 2,006,381 | $2,289 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 435,900 | $2,284 萬 | 0.4% | −268,942−38.2% | 減碼 | 歷史 |
| 0000000000 | Stock | 12,048,773 | $2,278 萬 | 0.4% | 00.0% | 不變 | – |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $2,258 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 379,130 | $2,227 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 1,500,000 | $1,982 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $1,973 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 912,552 | $1,883 萬 | 0.3% | +912,552 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 768,638 | $1,807 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,070,055 | $1,791 萬 | 0.3% | −77,600−6.8% | 減碼 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 11,024,000 | $1,731 萬 | 0.3% | +5,177,900+88.6% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 383,705 | $1,684 萬 | 0.3% | +258,705+207.0% | 加碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $1,648 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 44,900 | $1,499 萬 | 0.3% | +44,900 | 新進 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 4,533,801 | $1,428 萬 | 0.3% | +216,977+5.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 151,700 | $1,272 萬 | 0.2% | +151,700 | 新進 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 103,000 | $1,223 萬 | 0.2% | +103,000 | 新進 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 764,600 | $1,176 萬 | 0.2% | +764,600 | 新進 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $1,143 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $1,087 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $964.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 967,000 | $918.6 萬 | 0.2% | +967,000 | 新進 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 2,862,448 | $855.9 萬 | 0.2% | +1,333,333+87.2% | 加碼 | 歷史 |
| LYELLyell Immunopharma, Inc. | COM | 6,086,001 | $839.9 萬 | 0.2% | −319,097−5.0% | 減碼 | 歷史 |
| OSCROscar Health, Inc. | CL A | 351,618 | $745.8 萬 | 0.1% | +351,618 | 新進 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 271,910 | $692.6 萬 | 0.1% | +271,910 | 新進 | 歷史 |
| PASGPassage BIO, Inc. | COM | 9,822,876 | $687.6 萬 | 0.1% | −301,700−3.0% | 減碼 | 歷史 |
| PEPGPepGen Inc. | COM | 797,358 | $681.7 萬 | 0.1% | +797,358 | 新進 | 歷史 |
| NKTXNkarta, Inc. | COM | 1,480,600 | $669.2 萬 | 0.1% | +680,600+85.1% | 加碼 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,539,358 | $612.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 570,300 | $609.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 742,300 | $594.6 萬 | 0.1% | −332,082−30.9% | 減碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,680,580 | $588.2 萬 | 0.1% | +325,228+24.0% | 加碼 | 歷史 |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $571.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 170,000 | $566.6 萬 | 0.1% | +170,000 | 新進 | 歷史 |
| TELATELA Bio, Inc. | COM | 2,161,185 | $546.8 萬 | 0.1% | −296,357−12.1% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $477.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 23,500 | $427.8 萬 | 0.1% | −6,466−21.6% | 減碼 | 歷史 |
| ARDTArdent Health, Inc. | COM | 206,000 | $378.6 萬 | 0.1% | +206,000 | 新進 | 歷史 |
| TRAWTraws Pharma, Inc. | COM NEW | 605,531 | $356.1 萬 | 0.1% | +563,721+1,348.3% | 加碼依 1 比 25 拆股換算 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $304.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 1,741,273 | $273.4 萬 | 0.1% | −500,000−22.3% | 減碼 | 歷史 |
選擇權（9 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 |
|---|---|---|---|
| EVHEvolent Health, Inc. | CL A | – | $730.8 萬 |
| MRNAModerna, Inc. | Stock | – | $668.3 萬 |
| SRPTSarepta Therapeutics, Inc. | COM | – | $624.5 萬 |
| SOLVSolventum Corp | Stock | – | $483.2 萬 |
| Avidity Biosciences, Inc.05370A108 | COM | – | $459.3 萬 |
| SIBNSI-BONE, Inc. | COM | – | $349.5 萬 |
| FLNAFilana Therapeutics, Inc. | COM | $279.6 萬 | – |
| GERNGeron Corp | COM | – | $181.6 萬 |
| CCCCC4 Therapeutics, Inc. | COM STK | – | $85.5 萬 |
2024 年第 2 季之後清倉（16 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VRNAVerona Pharma plc | SPONSORED ADS | 2,861,801 | $4,138 萬 | 0.9% | 歷史 |
| GERNGeron Corp | COM | 8,930,252 | $3,786 萬 | 0.8% | 歷史 |
| DXCMDexcom Inc | COM | 289,900 | $3,287 萬 | 0.7% | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 6,512,866 | $2,280 萬 | 0.5% | 歷史 |
| MORFMorphic Holding, Inc. | COM | 612,500 | $2,087 萬 | 0.4% | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 1,894,462 | $1,142 萬 | 0.2% | 歷史 |
| MRUSMerus N.V. | COM | 156,100 | $923.6 萬 | 0.2% | 歷史 |
| PGNYProgyny, Inc. | COM | 259,900 | $743.6 萬 | 0.2% | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 492,670 | $491.2 萬 | 0.1% | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 133,200 | $237.0 萬 | 0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 26,100 | $214.9 萬 | <0.1% | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 287,100 | $203.0 萬 | <0.1% | 歷史 |
| APLMApollomics Inc. | CL A SHS | 8,565,456 | $180.6 萬 | <0.1% | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 113,500 | $127.5 萬 | <0.1% | 歷史 |
| Ys Biopharma Co LtdG9845F109 | ORDINARY SHARES | 1,404,280 | $91.0 萬 | <0.1% | – |
| OMICSingular Genomics Systems, Inc. | COM NEW | 18,023 | $15.2 萬 | <0.1% | 歷史 |