OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 111
- 較 2024 年第 3 季 +2
- 總值
- $48.2 億
- 較 2024 年第 3 季 −$6.49 億 (−11.9%)
| 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 | 8.3% | 00.0% | 不變 | 歷史 |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $3.34 億 | 6.9% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,160,300 | $2.82 億 | 5.9% | −112,700−3.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 337,600 | $2.61 億 | 5.4% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 401,700 | $2.10 億 | 4.4% | −32,100−7.4% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $1.79 億 | 3.7% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 938,120 | $1.28 億 | 2.7% | +635,900+210.4% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 344,400 | $1.24 億 | 2.6% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 963,400 | $1.17 億 | 2.4% | +8,900+0.9% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 189,700 | $1.17 億 | 2.4% | −14,800−7.2% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,785,571 | $1.13 億 | 2.4% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 792,000 | $9,997 萬 | 2.1% | +10,000+1.3% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,817,347 | $9,849 萬 | 2.0% | +492,900+21.2% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 415,600 | $9,779 萬 | 2.0% | +165,300+66.0% | 加碼 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 5,693,589 | $9,360 萬 | 1.9% | +5,693,589 | 新進 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $8,744 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,145,302 | $8,479 萬 | 1.8% | +1,145,302 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 829,900 | $8,256 萬 | 1.7% | −486,100−36.9% | 減碼 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $8,065 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 509,100 | $7,785 萬 | 1.6% | −303,900−37.4% | 減碼 | 歷史 |
| ITGRInteger Holdings Corp | COM | 575,000 | $7,620 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,584,005 | $7,451 萬 | 1.5% | +817,099+106.5% | 加碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 3,812,215 | $7,026 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 130,900 | $6,622 萬 | 1.4% | −48,100−26.9% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 413,000 | $6,538 萬 | 1.4% | −274,500−39.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 151,000 | $6,081 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $5,947 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 999,000 | $5,108 萬 | 1.1% | −51,055−4.9% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 269,300 | $4,832 萬 | 1.0% | +113,300+72.6% | 加碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 3,442,853 | $4,827 萬 | 1.0% | +137,052+4.1% | 加碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,255,031 | $4,534 萬 | 0.9% | −135,600−9.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 84,400 | $4,391 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,562,971 | $4,190 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CGONCG Oncology, Inc. | COM | 1,431,114 | $4,104 萬 | 0.9% | +740,000+107.1% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 758,566 | $4,061 萬 | 0.8% | −500,000−39.7% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 679,816 | $3,820 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NPCENeuroPace Inc | COM | 3,406,335 | $3,812 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 947,877 | $3,716 萬 | 0.8% | +36,457+4.0% | 加碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $3,715 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 372,000 | $3,350 萬 | 0.7% | +372,000 | 新進 | – |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $3,243 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $3,239 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,112,886 | $3,236 萬 | 0.7% | +68,081+6.5% | 加碼 | – |
| VERAVera Therapeutics, Inc. | CL A | 742,572 | $3,140 萬 | 0.7% | +66,700+9.9% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 1,227,080 | $2,891 萬 | 0.6% | +518,680+73.2% | 加碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,942,555 | $2,366 萬 | 0.5% | +872,500+81.5% | 加碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 3,218,617 | $2,362 萬 | 0.5% | −354,383−9.9% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 245,600 | $2,269 萬 | 0.5% | +93,900+61.9% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 400,000 | $2,239 萬 | 0.5% | −35,900−8.2% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 3,087,462 | $2,195 萬 | 0.5% | +1,081,081+53.9% | 加碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,285,400 | $2,153 萬 | 0.4% | +1,715,100+300.7% | 加碼 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 6,059,528 | $2,145 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 13,135,260 | $2,075 萬 | 0.4% | +13,135,260 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 1,470,086 | $2,043 萬 | 0.4% | +701,448+91.3% | 加碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 1,611,637 | $1,984 萬 | 0.4% | −391,302−19.5% | 減碼 | 歷史 |
| 0000000000 | Stock | 12,048,773 | $1,769 萬 | 0.4% | 00.0% | 不變 | – |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 652,028 | $1,768 萬 | 0.4% | +268,323+69.9% | 加碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,018,734 | $1,613 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 4,377,900 | $1,576 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 44,900 | $1,492 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 2,862,448 | $1,480 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $1,391 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 1,172,287 | $1,383 萬 | 0.3% | +259,735+28.5% | 加碼 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 600,000 | $1,363 萬 | 0.3% | +600,000 | 新進 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 163,000 | $1,361 萬 | 0.3% | +163,000 | 新進 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $1,257 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $1,225 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 5,968,451 | $1,188 萬 | 0.2% | +1,434,650+31.6% | 加碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $1,101 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $977.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 804,996 | $853.3 萬 | 0.2% | −695,004−46.3% | 減碼 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $775.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 2,168,000 | $767.5 萬 | 0.2% | +2,168,000 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 967,000 | $718.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRDFCardiff Oncology, Inc. | COM | 1,538,462 | $667.7 萬 | 0.1% | +1,538,462 | 新進 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 151,800 | $656.1 萬 | 0.1% | −590,500−79.6% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 94,559 | $652.8 萬 | 0.1% | +94,559 | 新進 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 920,339 | $612.0 萬 | 0.1% | +920,339 | 新進 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,539,358 | $580.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $561.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRAWTraws Pharma, Inc. | COM NEW | 605,531 | $537.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 921,959 | $533.8 萬 | 0.1% | −501,511−35.2% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $523.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 298,301 | $519.6 萬 | 0.1% | +26,391+9.7% | 加碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $472.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $435.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PASGPassage BIO, Inc. | COM | 7,404,869 | $419.9 萬 | 0.1% | −2,418,007−24.6% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 23,500 | $368.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARDTArdent Health, Inc. | COM | 206,000 | $351.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 1,741,273 | $315.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBLLCeribell, Inc. | COM | 112,500 | $291.1 萬 | 0.1% | +112,500 | 新進 | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,680,580 | $277.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPGPepGen Inc. | COM | 653,016 | $247.5 萬 | 0.1% | −144,342−18.1% | 減碼 | 歷史 |
| TILInstil Bio, Inc. | COM NEW | 116,785 | $222.9 萬 | <0.1% | +83,085+246.5% | 加碼 | 歷史 |
| NKTXNkarta, Inc. | COM | 821,400 | $204.5 萬 | <0.1% | −659,200−44.5% | 減碼 | 歷史 |
| LYELLyell Immunopharma, Inc. | COM | 3,103,623 | $198.6 萬 | <0.1% | −2,982,378−49.0% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 78,500 | $194.4 萬 | <0.1% | +78,500 | 新進 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 66,000 | $183.6 萬 | <0.1% | +66,000 | 新進 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 550,000 | $169.9 萬 | <0.1% | +550,000 | 新進 | 歷史 |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $154.0 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | – | $1,847 萬 |
| UHSUniversal Health Services Inc | CL B | – | $897.1 萬 |
| PFEPfizer Inc | Stock | – | $663.3 萬 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | – | $406.8 萬 |
| SIBNSI-BONE, Inc. | COM | – | $350.5 萬 |
| THCTenet Healthcare Corp | COM NEW | – | $315.6 萬 |
| CCCCC4 Therapeutics, Inc. | COM STK | – | $54.0 萬 |
2024 年第 3 季之後清倉（17 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMGNAmgen Inc | Stock | 252,300 | $8,129 萬 | 1.5% | 歷史 |
| ELVElevance Health, Inc. | Stock | 106,200 | $5,522 萬 | 1.0% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 45,200 | $4,752 萬 | 0.9% | 歷史 |
| EVHEvolent Health, Inc. | CL A | 1,665,115 | $4,709 萬 | 0.9% | 歷史 |
| PCVXVaxcyte, Inc. | COM | 387,000 | $4,422 萬 | 0.8% | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,925,300 | $3,706 萬 | 0.7% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,270,400 | $3,664 萬 | 0.7% | 歷史 |
| ICLRIcon PLC | COM | 123,900 | $3,560 萬 | 0.7% | 歷史 |
| PHATPhathom Pharmaceuticals, Inc. | COM | 1,449,073 | $2,620 萬 | 0.5% | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 379,130 | $2,227 萬 | 0.4% | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 11,024,000 | $1,731 萬 | 0.3% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 103,000 | $1,223 萬 | 0.2% | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 764,600 | $1,176 萬 | 0.2% | 歷史 |
| OSCROscar Health, Inc. | CL A | 351,618 | $745.8 萬 | 0.1% | 歷史 |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 170,000 | $566.6 萬 | 0.1% | 歷史 |
| TELATELA Bio, Inc. | COM | 2,161,185 | $546.8 萬 | 0.1% | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 448,891 | $152.6 萬 | <0.1% | 歷史 |