OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 99
- 較 2025 年第 2 季 +2
- 總值
- $41.7 億
- 較 2025 年第 2 季 +$1.93 億 (+4.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EWTXEdgewise Therapeutics, Inc. | COM | 15,518,492 | $2.52 億 | 6.0% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,429,300 | $2.37 億 | 5.7% | −383,900−13.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 301,200 | $2.30 億 | 5.5% | −36,400−10.8% | 減碼 | 歷史 |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $1.84 億 | 4.4% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $1.63 億 | 3.9% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 301,600 | $1.38 億 | 3.3% | −40,300−11.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 359,200 | $1.33 億 | 3.2% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,684,000 | $1.31 億 | 3.1% | −24,000−1.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 287,200 | $1.28 億 | 3.1% | −3,800−1.3% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 172,300 | $1.27 億 | 3.0% | −35,700−17.2% | 減碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 3,704,959 | $1.09 億 | 2.6% | 00.0% | 不變 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 5,693,589 | $1.07 億 | 2.6% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,415,020 | $9,350 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 3,034,858 | $9,180 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $8,330 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,638,886 | $7,141 萬 | 1.7% | −174,000−9.6% | 減碼 | – |
| MBXMBX Biosciences, Inc. | COM | 4,002,887 | $7,005 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| CGONCG Oncology, Inc. | COM | 1,726,850 | $6,956 萬 | 1.7% | −151,000−8.0% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 429,300 | $6,910 萬 | 1.7% | −164,134−27.7% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 531,800 | $6,459 萬 | 1.5% | +103,900+24.3% | 加碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,562,971 | $5,680 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $5,585 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 1,469,494 | $5,572 萬 | 1.3% | +709,143+93.3% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 994,616 | $5,442 萬 | 1.3% | +387,300+63.8% | 加碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 15,219,994 | $5,327 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 7,165,006 | $5,281 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 2,323,368 | $5,258 萬 | 1.3% | +841,068+56.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 263,100 | $5,216 萬 | 1.3% | +263,100 | 新進 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 353,640 | $4,964 萬 | 1.2% | −84,900−19.4% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 114,900 | $4,817 萬 | 1.2% | +114,900 | 新進 | 歷史 |
| CICigna Group | Stock | 162,800 | $4,693 萬 | 1.1% | +162,800 | 新進 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,099,000 | $4,577 萬 | 1.1% | −50,000−4.4% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 3,641,756 | $4,370 萬 | 1.0% | +2,742,475+305.0% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,766,100 | $4,316 萬 | 1.0% | +555,800+45.9% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 2,714,798 | $4,107 萬 | 1.0% | −64,629−2.3% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 191,905 | $3,815 萬 | 0.9% | +157,505+457.9% | 加碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 2,578,979 | $3,796 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 6,059,528 | $3,436 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 380,000 | $3,226 萬 | 0.8% | +380,000 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,139,300 | $3,190 萬 | 0.8% | −60,000−5.0% | 減碼 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 3,308,400 | $3,027 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ITGRInteger Holdings Corp | COM | 290,000 | $2,997 萬 | 0.7% | −143,400−33.1% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 2,314,184 | $2,927 萬 | 0.7% | +1,282,784+124.4% | 加碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 1,086,618 | $2,802 萬 | 0.7% | −555,288−33.8% | 減碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 8,461,500 | $2,699 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NPCENeuroPace Inc | COM | 2,614,184 | $2,695 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| QUREuniQure N.V. | SHS | 458,500 | $2,676 萬 | 0.6% | +458,500 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,796,000 | $2,558 萬 | 0.6% | +1,796,000 | 新進 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 526,200 | $2,498 萬 | 0.6% | +314,900+149.0% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 5,907,351 | $2,363 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 46,500 | $2,255 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 215,152 | $2,173 萬 | 0.5% | −33,360−13.4% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 102,745 | $1,814 萬 | 0.4% | +93,545+1,016.8% | 加碼 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 1,196,955 | $1,795 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,349,300 | $1,715 萬 | 0.4% | +382,300+39.5% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 419,600 | $1,685 萬 | 0.4% | −528,277−55.7% | 減碼 | 歷史 |
| CARLCarlsmed, Inc. | COM | 1,252,600 | $1,677 萬 | 0.4% | +1,252,600 | 新進 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 1,018,734 | $1,612 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $1,571 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 6,306,127 | $1,507 萬 | 0.4% | +6,306,127 | 新進 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 1,172,287 | $1,483 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 689,000 | $1,375 萬 | 0.3% | +210,600+44.0% | 加碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 2,380,715 | $1,359 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 1,645,400 | $1,297 萬 | 0.3% | −640,000−28.0% | 減碼 | 歷史 |
| 0000000000 | Stock | 6,210,899 | $1,250 萬 | 0.3% | −5,837,874−48.5% | 減碼 | – |
| TARSTarsus Pharmaceuticals, Inc. | COM | 197,900 | $1,176 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 5,235,146 | $1,162 萬 | 0.3% | −1,595,154−23.4% | 減碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,923,855 | $1,141 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 3,060,000 | $1,086 萬 | 0.3% | +3,060,000 | 新進 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 750,600 | $1,020 萬 | 0.2% | +437,400+139.7% | 加碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $927.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 5,975,291 | $836.5 萬 | 0.2% | −500,000−7.7% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 4,166,000 | $791.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 887,561 | $783.7 萬 | 0.2% | +887,561 | 新進 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 263,800 | $779.8 萬 | 0.2% | +263,800 | 新進 | 歷史 |
| ALMSAlumis Inc. | COM | 1,926,423 | $768.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 901,500 | $684.2 萬 | 0.2% | +901,500 | 新進 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 3,221,828 | $644.4 萬 | 0.2% | +3,221,828 | 新進 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $584.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $514.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 790,901 | $465.0 萬 | 0.1% | −131,058−14.2% | 減碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 531,163 | $458.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $446.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 367,824 | $433.7 萬 | 0.1% | +367,824 | 新進 | 歷史 |
| CELCCelcuity Inc. | COM | 84,020 | $415.1 萬 | 0.1% | +84,020 | 新進 | 歷史 |
| IMTXImmatics N.V. | SHS | 466,601 | $397.5 萬 | 0.1% | −253,300−35.2% | 減碼 | 歷史 |
| IMAImageneBio, Inc. | COM | 378,556 | $308.5 萬 | 0.1% | +83,610+28.3% | 加碼依 1 比 12 拆股換算 | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $268.4 萬 | 0.1% | – | 新進 | – |
| INSMINSMED Inc | COM PAR $.01 | 13,459 | $193.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATAIAtai Beckley N.V. | SHS | 347,000 | $183.6 萬 | <0.1% | +347,000 | 新進 | 歷史 |
| KRROKorro Bio, Inc. | COM | 32,400 | $155.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MURAMural Oncology plc | ORD SHS | 588,800 | $121.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRAWTraws Pharma, Inc. | COM NEW | 605,531 | $112.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 250,000 | $100.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYELLyell Immunopharma, Inc. | COM NEW | 51,727 | $84.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 192,700 | $75.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 80,420 | $65.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PASGPassage BIO, Inc. | COM | 59,046 | $47.4 萬 | <0.1% | −243,719−80.5% | 減碼依 1 比 20 拆股換算 | 歷史 |
| DHAIDih Holding US, Inc. | CL A | 1,915,000 | $35.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（10 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 |
|---|---|---|---|
| ABTAbbott Laboratories | Stock | – | $2,009 萬 |
| BSXBoston Scientific Corp | Stock | – | $1,953 萬 |
| PFEPfizer Inc | Stock | – | $1,274 萬 |
| AZNAstraZeneca PLC | SPONSORED ADR | – | $1,151 萬 |
| APLSApellis Pharmaceuticals, Inc. | COM | – | $565.8 萬 |
| BTSGBrightSpring Health Services, Inc. | COM | – | $443.4 萬 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | $416.5 萬 | – |
| SRRKScholar Rock Holding Corp | COM | – | $372.4 萬 |
| TGTXTG Therapeutics, Inc. | COM | – | $361.3 萬 |
| VTGNVistagen Therapeutics, Inc. | COM | – | $16.0 萬 |
2025 年第 2 季之後清倉（15 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 336,300 | $1.05 億 | 2.6% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 210,287 | $9,362 萬 | 2.4% | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 465,000 | $8,184 萬 | 2.1% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,077,000 | $3,558 萬 | 0.9% | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $3,138 萬 | 0.8% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 557,900 | $1,856 萬 | 0.5% | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 3,344,568 | $1,147 萬 | 0.3% | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 416,900 | $904.7 萬 | 0.2% | 歷史 |
| ZLABZai Lab Ltd | ADR | 231,000 | $807.8 萬 | 0.2% | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 804,603 | $770.0 萬 | 0.2% | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 700,000 | $697.9 萬 | 0.2% | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 677,977 | $246.8 萬 | 0.1% | 歷史 |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $111.3 萬 | <0.1% | 歷史 |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 940,990 | $109.2 萬 | <0.1% | 歷史 |
| Lakeshore Biopharma Co LtdG9845F208 | ORD SHS NEW | 54,799 | $5.59 萬 | <0.1% | – |