OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 97
- 較 2025 年第 1 季 −9
- 總值
- $39.8 億
- 較 2025 年第 1 季 −$1.87 億 (−4.5%)
| 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 | 8.4% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,813,200 | $3.02 億 | 7.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 337,600 | $2.63 億 | 6.6% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 15,518,492 | $2.03 億 | 5.1% | +496,771+3.3% | 加碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $1.60 億 | 4.0% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 291,000 | $1.58 億 | 4.0% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $1.45 億 | 3.6% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 359,200 | $1.42 億 | 3.6% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,708,000 | $1.34 億 | 3.4% | +176,000+11.5% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 208,000 | $1.15 億 | 2.9% | +1,300+0.6% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 341,900 | $1.11 億 | 2.8% | −4,200−1.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 336,300 | $1.05 億 | 2.6% | +135,100+67.1% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 593,434 | $1.00 億 | 2.5% | +46,434+8.5% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 210,287 | $9,362 萬 | 2.4% | +50,387+31.5% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 465,000 | $8,184 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 3,034,858 | $8,109 萬 | 2.0% | +3,034,858 | 新進 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,415,020 | $7,494 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $6,590 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 3,704,959 | $6,428 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 5,693,589 | $6,252 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 438,540 | $5,512 萬 | 1.4% | −496,100−53.1% | 減碼 | 歷史 |
| ITGRInteger Holdings Corp | COM | 433,400 | $5,330 萬 | 1.3% | −229,100−34.6% | 減碼 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,812,886 | $5,149 萬 | 1.3% | 00.0% | 不變 | – |
| CGONCG Oncology, Inc. | COM | 1,877,850 | $4,882 萬 | 1.2% | −594,144−24.0% | 減碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 2,578,979 | $4,854 萬 | 1.2% | −863,874−25.1% | 減碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 4,002,887 | $4,567 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 427,900 | $4,467 萬 | 1.1% | +41,200+10.7% | 加碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 15,219,994 | $3,957 萬 | 1.0% | −7,142,856−31.9% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,077,000 | $3,558 萬 | 0.9% | −432,205−28.6% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,149,000 | $3,305 萬 | 0.8% | +150,000+15.0% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 607,316 | $3,227 萬 | 0.8% | −72,500−10.7% | 減碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $3,138 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 2,779,427 | $3,132 萬 | 0.8% | +2,779,427 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 947,877 | $2,967 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NPCENeuroPace Inc | COM | 2,614,184 | $2,912 萬 | 0.7% | −792,151−23.3% | 減碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 7,165,006 | $2,866 萬 | 0.7% | +221,352+3.2% | 加碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,562,971 | $2,821 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,210,300 | $2,796 萬 | 0.7% | +451,734+59.6% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,482,300 | $2,566 萬 | 0.6% | +50,000+3.5% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,199,300 | $2,487 萬 | 0.6% | +547,272+83.9% | 加碼 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 6,059,528 | $2,309 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 8,461,500 | $1,921 萬 | 0.5% | +8,461,500 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 46,500 | $1,885 萬 | 0.5% | −82,500−64.0% | 減碼 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 557,900 | $1,856 萬 | 0.5% | +232,400+71.4% | 加碼 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 3,308,400 | $1,810 萬 | 0.5% | +2,188,400+195.4% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 5,907,351 | $1,583 萬 | 0.4% | −61,100−1.0% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 248,512 | $1,570 萬 | 0.4% | −131,488−34.6% | 減碼 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 1,196,955 | $1,548 萬 | 0.4% | +603,867+101.8% | 加碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,923,855 | $1,449 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,018,734 | $1,360 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 1,641,906 | $1,314 萬 | 0.3% | +1,641,906 | 新進 | 歷史 |
| 0000000000 | Stock | 12,048,773 | $1,313 萬 | 0.3% | 00.0% | 不變 | – |
| FOLDAmicus Therapeutics, Inc. | COM | 2,285,400 | $1,310 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 2,380,715 | $1,200 萬 | 0.3% | +132,466+5.9% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 3,344,568 | $1,147 萬 | 0.3% | −836,200−20.0% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 211,300 | $1,127 萬 | 0.3% | +31,400+17.5% | 加碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 760,351 | $1,029 萬 | 0.3% | +760,351 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 1,031,400 | $981.9 萬 | 0.2% | +16,789+1.7% | 加碼 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 6,830,300 | $976.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 899,281 | $912.8 萬 | 0.2% | +199,281+28.5% | 加碼 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 416,900 | $904.7 萬 | 0.2% | +416,900 | 新進 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $883.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 1,172,287 | $808.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZLABZai Lab Ltd | ADR | 231,000 | $807.8 萬 | 0.2% | +231,000 | 新進 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 197,900 | $801.7 萬 | 0.2% | −455,843−69.7% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 4,166,000 | $779.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 804,603 | $770.0 萬 | 0.2% | −948,228−54.1% | 減碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $698.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 700,000 | $697.9 萬 | 0.2% | +700,000 | 新進 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $686.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 478,400 | $655.4 萬 | 0.2% | +478,400 | 新進 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 34,400 | $593.7 萬 | 0.1% | +34,400 | 新進 | 歷史 |
| ALMSAlumis Inc. | COM | 1,926,423 | $577.9 萬 | 0.1% | +1,926,423 | 新進 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 531,163 | $530.6 萬 | 0.1% | +531,163 | 新進 | 歷史 |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $484.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 967,000 | $482.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,539,358 | $474.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $461.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IMTXImmatics N.V. | SHS | 719,901 | $387.3 萬 | 0.1% | −2,367,561−76.7% | 減碼 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 921,959 | $380.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $335.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 677,977 | $246.8 萬 | 0.1% | −213,639−24.0% | 減碼 | 歷史 |
| PASGPassage BIO, Inc. | COM | 6,055,300 | $242.4 萬 | 0.1% | −979,326−13.9% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 313,200 | $200.8 萬 | 0.1% | −34,800−10.0% | 減碼 | 歷史 |
| MURAMural Oncology plc | ORD SHS | 588,800 | $145.4 萬 | <0.1% | +588,800 | 新進 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 13,459 | $135.5 萬 | <0.1% | −15,200−53.0% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 9,200 | $126.5 萬 | <0.1% | −14,300−60.9% | 減碼 | 歷史 |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $111.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 940,990 | $109.2 萬 | <0.1% | −800,283−46.0% | 減碼 | 歷史 |
| TRAWTraws Pharma, Inc. | COM NEW | 605,531 | $89.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 192,700 | $88.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 250,000 | $55.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHAIDih Holding US, Inc. | CL A | 1,915,000 | $46.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYELLyell Immunopharma, Inc. | COM NEW | 51,727 | $45.7 萬 | <0.1% | +51,727 | 新進 | 歷史 |
| KRROKorro Bio, Inc. | COM | 32,400 | $40.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 80,420 | $37.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lakeshore Biopharma Co LtdG9845F208 | ORD SHS NEW | 54,799 | $5.59 萬 | <0.1% | −85,629−61.0% | 減碼 | – |
選擇權（5 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。
2025 年第 1 季之後清倉（23 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 3,850,200 | $9,756 萬 | 2.3% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,540,136 | $7,664 萬 | 1.8% | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 950,200 | $4,193 萬 | 1.0% | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $3,436 萬 | 0.8% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 197,500 | $2,213 萬 | 0.5% | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 2,862,448 | $1,726 萬 | 0.4% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 13,135,260 | $1,603 萬 | 0.4% | 歷史 |
| AMGNAmgen Inc | Stock | 44,200 | $1,377 萬 | 0.3% | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 481,065 | $1,156 萬 | 0.3% | 歷史 |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $988.4 萬 | 0.2% | 歷史 |
| KMTSKestra Medical Technologies, Ltd. | SHS | 250,000 | $623.0 萬 | 0.1% | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 151,800 | $488.0 萬 | 0.1% | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 298,301 | $388.7 萬 | 0.1% | 歷史 |
| CBLLCeribell, Inc. | COM | 112,500 | $216.1 萬 | 0.1% | 歷史 |
| TILInstil Bio, Inc. | COM NEW | 116,785 | $202.7 萬 | <0.1% | 歷史 |
| CRDFCardiff Oncology, Inc. | COM | 573,884 | $180.2 萬 | <0.1% | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 6,776,515 | $160.2 萬 | <0.1% | 歷史 |
| NKTXNkarta, Inc. | COM | 821,400 | $151.1 萬 | <0.1% | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,680,580 | $132.8 萬 | <0.1% | 歷史 |
| HLSQTessera Defense & Homeland Security Inc. | COM NEW | 1,787,767 | $99.3 萬 | <0.1% | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 550,000 | $75.3 萬 | <0.1% | 歷史 |
| IVVDInvivyd, Inc. | COM | 933,500 | $56.5 萬 | <0.1% | 歷史 |
| NXTCNextCure, Inc. | COM | 1,141,200 | $54.8 萬 | <0.1% | 歷史 |