OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 106
- 較 2024 年第 4 季 −5
- 總值
- $41.6 億
- 較 2024 年第 4 季 −$6.52 億 (−13.5%)
| 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 | $3.34 億 | 8.0% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $3.30 億 | 7.9% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,813,200 | $2.84 億 | 6.8% | −347,100−11.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 337,600 | $2.79 億 | 6.7% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $1.57 億 | 3.8% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 291,000 | $1.44 億 | 3.5% | −110,700−27.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 359,200 | $1.34 億 | 3.2% | +14,800+4.3% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 206,700 | $1.22 億 | 2.9% | +17,000+9.0% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,532,000 | $1.11 億 | 2.7% | +386,698+33.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 201,200 | $1.05 億 | 2.5% | +70,300+53.7% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $1.04 億 | 2.5% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 934,640 | $1.03 億 | 2.5% | −3,480−0.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 3,850,200 | $9,756 萬 | 2.3% | +3,850,200 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 346,100 | $9,345 萬 | 2.2% | −69,500−16.7% | 減碼 | 歷史 |
| ITGRInteger Holdings Corp | COM | 662,500 | $7,818 萬 | 1.9% | +87,500+15.2% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 159,900 | $7,752 萬 | 1.9% | +8,900+5.9% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 547,000 | $7,735 萬 | 1.9% | +134,000+32.4% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,540,136 | $7,664 萬 | 1.8% | −277,211−9.8% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,415,020 | $7,024 萬 | 1.7% | −370,551−20.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 129,000 | $6,419 萬 | 1.5% | +44,600+52.8% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 465,000 | $6,254 萬 | 1.5% | −327,000−41.3% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,509,205 | $6,065 萬 | 1.5% | −74,800−4.7% | 減碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 2,471,994 | $6,054 萬 | 1.5% | +1,040,880+72.7% | 加碼 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $5,598 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,812,886 | $5,352 萬 | 1.3% | +700,000+62.9% | 加碼 | – |
| SIBNSI-BONE, Inc. | COM | 3,442,853 | $4,830 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 386,700 | $4,510 萬 | 1.1% | +386,700 | 新進 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $4,249 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 950,200 | $4,193 萬 | 1.0% | −304,831−24.3% | 減碼 | 歷史 |
| NPCENeuroPace Inc | COM | 3,406,335 | $4,186 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 3,704,959 | $3,875 萬 | 0.9% | +3,704,959 | 新進 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 5,693,589 | $3,484 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $3,436 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 653,743 | $3,358 萬 | 0.8% | +653,743 | 新進 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 999,000 | $3,351 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 947,877 | $3,180 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,432,300 | $3,132 萬 | 0.8% | +1,432,300 | 新進 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 4,002,887 | $2,954 萬 | 0.7% | +190,672+5.0% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 679,816 | $2,943 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 197,500 | $2,213 萬 | 0.5% | −48,100−19.6% | 減碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $2,208 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,562,971 | $2,087 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 758,566 | $2,048 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 380,000 | $2,013 萬 | 0.5% | −20,000−5.0% | 減碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $2,005 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,285,400 | $1,865 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 2,862,448 | $1,726 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 1,752,831 | $1,630 萬 | 0.4% | +282,745+19.2% | 加碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 13,135,260 | $1,603 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 6,059,528 | $1,594 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 2,248,249 | $1,457 萬 | 0.3% | −970,368−30.1% | 減碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,923,855 | $1,456 萬 | 0.3% | −18,700−1.0% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 3,087,462 | $1,392 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 44,200 | $1,377 萬 | 0.3% | +44,200 | 新進 | 歷史 |
| 0000000000 | Stock | 12,048,773 | $1,251 萬 | 0.3% | 00.0% | 不變 | – |
| VERAVera Therapeutics, Inc. | CL A | 481,065 | $1,156 萬 | 0.3% | −261,507−35.2% | 減碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 652,028 | $1,129 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 6,830,300 | $1,093 萬 | 0.3% | +2,452,400+56.0% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 1,014,611 | $1,061 萬 | 0.3% | −212,469−17.3% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,018,734 | $1,038 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $988.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 325,500 | $953.7 萬 | 0.2% | +298,800+1,119.1% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $932.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $864.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 5,968,451 | $841.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $837.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 967,000 | $774.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 4,166,000 | $741.5 萬 | 0.2% | +4,166,000 | 新進 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 179,900 | $728.2 萬 | 0.2% | +113,900+172.6% | 加碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $705.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 1,120,000 | $704.5 萬 | 0.2% | +1,120,000 | 新進 | 歷史 |
| KMTSKestra Medical Technologies, Ltd. | SHS | 250,000 | $623.0 萬 | 0.1% | +250,000 | 新進 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 1,172,287 | $622.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $573.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 151,800 | $488.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 593,088 | $460.2 萬 | 0.1% | −6,912−1.2% | 減碼 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,539,358 | $453.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 23,500 | $423.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 891,616 | $399.4 萬 | 0.1% | −28,723−3.1% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 700,000 | $390.6 萬 | 0.1% | +700,000 | 新進 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 298,301 | $388.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $371.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 921,959 | $346.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $327.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PASGPassage BIO, Inc. | COM | 7,034,626 | $248.4 萬 | 0.1% | −370,243−5.0% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 28,659 | $218.6 萬 | 0.1% | −65,900−69.7% | 減碼 | 歷史 |
| CBLLCeribell, Inc. | COM | 112,500 | $216.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TILInstil Bio, Inc. | COM NEW | 116,785 | $202.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 1,741,273 | $189.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRDFCardiff Oncology, Inc. | COM | 573,884 | $180.2 萬 | <0.1% | −964,578−62.7% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 6,776,515 | $160.2 萬 | <0.1% | −357,000−5.0% | 減碼 | 歷史 |
| NKTXNkarta, Inc. | COM | 821,400 | $151.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRAWTraws Pharma, Inc. | COM NEW | 605,531 | $139.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,680,580 | $132.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $127.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 348,000 | $123.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLSQTessera Defense & Homeland Security Inc. | COM NEW | 1,787,767 | $99.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 192,700 | $94.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 550,000 | $75.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 933,500 | $56.5 萬 | <0.1% | −215,800−18.8% | 減碼 | 歷史 |
選擇權（4 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 4 季之後清倉（16 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SRPTSarepta Therapeutics, Inc. | COM | 963,400 | $1.17 億 | 2.4% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 829,900 | $8,256 萬 | 1.7% | 歷史 |
| BIIBBiogen Inc. | COM | 509,100 | $7,785 萬 | 1.6% | 歷史 |
| UHSUniversal Health Services Inc | CL B | 269,300 | $4,832 萬 | 1.0% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 372,000 | $3,350 萬 | 0.7% | – |
| MLYSMineralys Therapeutics, Inc. | COM | 1,611,637 | $1,984 萬 | 0.4% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 44,900 | $1,492 萬 | 0.3% | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 163,000 | $1,361 萬 | 0.3% | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 804,996 | $853.3 萬 | 0.2% | 歷史 |
| GERNGeron Corp | COM | 2,168,000 | $767.5 萬 | 0.2% | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $472.0 萬 | 0.1% | 歷史 |
| ARDTArdent Health, Inc. | COM | 206,000 | $351.8 萬 | 0.1% | 歷史 |
| PEPGPepGen Inc. | COM | 653,016 | $247.5 萬 | 0.1% | 歷史 |
| LYELLyell Immunopharma, Inc. | COM | 3,103,623 | $198.6 萬 | <0.1% | 歷史 |
| IMVTImmunovant, Inc. | COM | 78,500 | $194.4 萬 | <0.1% | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 941,275 | $53.0 萬 | <0.1% | 歷史 |