OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 105
- 較 2025 年第 3 季 +6
- 總值
- $48.9 億
- 較 2025 年第 3 季 +$7.17 億 (+17.2%)
| 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 | $3.85 億 | 7.9% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 301,200 | $3.24 億 | 6.6% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,419,300 | $2.31 億 | 4.7% | −10,000−0.4% | 減碼 | 歷史 |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $1.84 億 | 3.8% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,842,900 | $1.57 億 | 3.2% | +158,900+9.4% | 加碼 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 5,693,589 | $1.55 億 | 3.2% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 263,400 | $1.49 億 | 3.1% | −23,800−8.3% | 減碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 3,561,655 | $1.47 億 | 3.0% | −143,304−3.9% | 減碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 3,935,203 | $1.24 億 | 2.5% | −67,684−1.7% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 146,000 | $1.23 億 | 2.5% | −26,300−15.3% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $1.23 億 | 2.5% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 288,800 | $1.15 億 | 2.4% | −12,800−4.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 325,000 | $1.14 億 | 2.3% | −34,200−9.5% | 減碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $9,656 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 2,153,300 | $8,699 萬 | 1.8% | −5,409,671−71.5% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,067,550 | $8,477 萬 | 1.7% | −347,470−24.6% | 減碼 | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 3,116,011 | $8,407 萬 | 1.7% | +81,153+2.7% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 365,800 | $8,380 萬 | 1.7% | −63,500−14.8% | 減碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 15,219,994 | $8,173 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,161,803 | $8,080 萬 | 1.7% | +22,503+2.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 299,800 | $6,863 萬 | 1.4% | +36,700+13.9% | 加碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 1,516,550 | $6,297 萬 | 1.3% | −210,300−12.2% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 2,429,868 | $6,104 萬 | 1.2% | +106,500+4.6% | 加碼 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $6,091 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 205,000 | $5,642 萬 | 1.2% | +42,200+25.9% | 加碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 1,642,891 | $5,564 萬 | 1.1% | +556,273+51.2% | 加碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 7,165,006 | $5,517 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 105,200 | $5,126 萬 | 1.0% | −9,700−8.4% | 減碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 367,900 | $4,961 萬 | 1.0% | −12,100−3.2% | 減碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 2,190,907 | $4,754 萬 | 1.0% | −523,891−19.3% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 999,000 | $4,650 萬 | 1.0% | −100,000−9.1% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 253,121 | $4,623 萬 | 0.9% | −278,679−52.4% | 減碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 2,468,314 | $4,510 萬 | 0.9% | +672,314+37.4% | 加碼 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 619,530 | $4,469 萬 | 0.9% | −1,019,356−62.2% | 減碼 | – |
| NBIXNeurocrine Biosciences Inc | Stock | 314,240 | $4,457 萬 | 0.9% | −39,400−11.1% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 2,202,184 | $4,307 萬 | 0.9% | −112,000−4.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 775,000 | $4,180 萬 | 0.9% | +775,000 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 1,652,900 | $4,116 萬 | 0.8% | +1,652,900 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 3,190,700 | $3,995 萬 | 0.8% | −117,700−3.6% | 減碼 | 歷史 |
| NPCENeuroPace Inc | COM | 2,406,335 | $3,715 萬 | 0.8% | −207,849−8.0% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 171,977 | $3,667 萬 | 0.8% | −19,928−10.4% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 351,716 | $3,572 萬 | 0.7% | −642,900−64.6% | 減碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 980,400 | $3,558 萬 | 0.7% | −489,094−33.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 99,100 | $3,474 萬 | 0.7% | +99,100 | 新進 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 1,196,955 | $3,264 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $3,164 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HELPCybin Inc. | COM NEW | 3,840,500 | $3,142 萬 | 0.6% | +3,840,500 | 新進 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 3,641,756 | $2,979 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 119,800 | $2,954 萬 | 0.6% | +17,055+16.6% | 加碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 94,500 | $2,785 萬 | 0.6% | +94,500 | 新進 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,954,426 | $2,697 萬 | 0.6% | +188,326+10.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 46,500 | $2,694 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRKRBruker Corp | COM | 555,789 | $2,618 萬 | 0.5% | +555,789 | 新進 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 239,800 | $2,567 萬 | 0.5% | +24,648+11.5% | 加碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 6,306,127 | $2,302 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 5,965,498 | $2,207 萬 | 0.5% | +5,965,498 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,187,300 | $2,156 萬 | 0.4% | −162,000−12.0% | 減碼 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 2,125,000 | $2,110 萬 | 0.4% | +2,125,000 | 新進 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 5,822,854 | $2,055 萬 | 0.4% | −84,497−1.4% | 減碼 | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 875,487 | $2,050 萬 | 0.4% | +186,487+27.1% | 加碼 | 歷史 |
| 0000000000 | Stock | 6,210,899 | $2,013 萬 | 0.4% | 00.0% | 不變 | – |
| XENEXenon Pharmaceuticals Inc. | COM | 447,200 | $2,004 萬 | 0.4% | +27,600+6.6% | 加碼 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 488,500 | $1,829 萬 | 0.4% | +224,700+85.2% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 353,500 | $1,790 萬 | 0.4% | +353,500 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 737,400 | $1,765 萬 | 0.4% | +278,900+60.8% | 加碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 1,226,700 | $1,643 萬 | 0.3% | +858,876+233.5% | 加碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 804,212 | $1,637 萬 | 0.3% | −214,522−21.1% | 減碼 | 歷史 |
| CARLCarlsmed, Inc. | COM | 1,252,600 | $1,547 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,525,650 | $1,502 萬 | 0.3% | −4,935,850−58.3% | 減碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 2,380,715 | $1,436 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,741,800 | $1,359 萬 | 0.3% | +840,300+93.2% | 加碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 371,000 | $1,318 萬 | 0.3% | +371,000 | 新進 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 1,597,287 | $1,300 萬 | 0.3% | +425,000+36.3% | 加碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 154,400 | $1,264 萬 | 0.3% | −43,500−22.0% | 減碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 2,610,600 | $1,261 萬 | 0.3% | +2,610,600 | 新進 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 574,600 | $1,199 萬 | 0.2% | +574,600 | 新進 | 歷史 |
| ALMSAlumis Inc. | COM | 1,102,730 | $1,076 萬 | 0.2% | −823,693−42.8% | 減碼 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 790,901 | $1,046 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 729,900 | $1,039 萬 | 0.2% | −915,500−55.6% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 4,166,000 | $1,008 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACETAdicet Bio, Inc. | COM NEW | 1,027,944 | $865.5 萬 | 0.2% | +1,027,944 | 新進 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $863.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CELCCelcuity Inc. | COM | 85,664 | $854.4 萬 | 0.2% | +1,644+2.0% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 531,163 | $819.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 187,199 | $772.2 萬 | 0.2% | +187,199 | 新進 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $748.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 4,975,291 | $621.9 萬 | 0.1% | −1,000,000−16.7% | 減碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 382,400 | $617.6 萬 | 0.1% | +382,400 | 新進 | 歷史 |
| PHVSPharvaris N.V. | COM | 205,400 | $570.0 萬 | 0.1% | +205,400 | 新進 | 歷史 |
| NSPRInspireMD, Inc. | COM | 3,133,405 | $557.7 萬 | 0.1% | +1,000,000+46.9% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 25,400 | $442.1 萬 | 0.1% | +11,941+88.7% | 加碼 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 1,871,420 | $439.8 萬 | 0.1% | +1,871,420 | 新進 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 209,100 | $351.9 萬 | 0.1% | +209,100 | 新進 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 270,006 | $279.5 萬 | 0.1% | −1,653,849−86.0% | 減碼 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 1,404,902 | $268.3 萬 | 0.1% | −3,830,244−73.2% | 減碼 | 歷史 |
| IMAImageneBio, Inc. | COM | 378,556 | $261.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 125,000 | $222.5 萬 | <0.1% | −125,000−50.0% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 25,900 | $206.3 萬 | <0.1% | +25,900 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 3,060,000 | $202.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 157,300 | $191.0 萬 | <0.1% | +157,300 | 新進 | 歷史 |
選擇權（2 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 3 季之後清倉（18 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SIBNSI-BONE, Inc. | COM | 2,578,979 | $3,796 萬 | 0.9% | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 6,059,528 | $3,436 萬 | 0.8% | 歷史 |
| ITGRInteger Holdings Corp | COM | 290,000 | $2,997 萬 | 0.7% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 526,200 | $2,498 萬 | 0.6% | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 750,600 | $1,020 萬 | 0.2% | 歷史 |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $927.4 萬 | 0.2% | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 887,561 | $783.7 萬 | 0.2% | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 3,221,828 | $644.4 萬 | 0.2% | 歷史 |
| IMTXImmatics N.V. | SHS | 466,601 | $397.5 萬 | 0.1% | 歷史 |
| Celcuity Inc.15102KAA8 | NOTE 2.750% 8/0 | – | $268.4 萬 | 0.1% | – |
| ATAIAtai Beckley N.V. | SHS | 347,000 | $183.6 萬 | <0.1% | 歷史 |
| KRROKorro Bio, Inc. | COM | 32,400 | $155.2 萬 | <0.1% | 歷史 |
| MURAMural Oncology plc | ORD SHS | 588,800 | $121.9 萬 | <0.1% | 歷史 |
| LYELLyell Immunopharma, Inc. | COM NEW | 51,727 | $84.0 萬 | <0.1% | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 192,700 | $75.2 萬 | <0.1% | 歷史 |
| XERSXeris Biopharma Holdings, Inc. | COM | 80,420 | $65.5 萬 | <0.1% | 歷史 |
| PASGPassage BIO, Inc. | COM | 59,046 | $47.4 萬 | <0.1% | 歷史 |
| DHAIDih Holding US, Inc. | CL A | 1,915,000 | $35.8 萬 | <0.1% | 歷史 |