OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 107
- 較 2025 年第 4 季 +2
- 總值
- $44.0 億
- 較 2025 年第 4 季 −$4.86 億 (−9.9%)
| 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 | $4.89 億 | 11.1% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $3.12 億 | 7.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 236,800 | $2.18 億 | 4.9% | −64,400−21.4% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,382,100 | $1.49 億 | 3.4% | −37,200−1.5% | 減碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 3,530,702 | $1.42 億 | 3.2% | −30,953−0.9% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 670,200 | $1.32 億 | 3.0% | +670,200 | 新進 | 歷史 |
| MYGNMyriad Genetics Inc | COM | – | $1.23 億 | 2.8% | – | 新進 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 3,637,887 | $1.09 億 | 2.5% | −297,316−7.6% | 減碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 7,165,006 | $1.05 億 | 2.4% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 136,900 | $9,997 萬 | 2.3% | −9,100−6.2% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,230,600 | $9,855 萬 | 2.2% | −612,300−33.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 208,700 | $9,621 萬 | 2.2% | −54,700−20.8% | 減碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 15,219,994 | $8,051 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 663,400 | $7,980 萬 | 1.8% | +663,400 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,475,403 | $7,111 萬 | 1.6% | +313,600+27.0% | 加碼 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $6,984 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,067,550 | $6,826 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $6,656 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| CGONCG Oncology, Inc. | COM | 948,267 | $6,418 萬 | 1.5% | −568,283−37.5% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,059,971 | $6,164 萬 | 1.4% | +612,771+137.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 182,500 | $5,997 萬 | 1.4% | −142,500−43.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 925,000 | $5,610 萬 | 1.3% | +150,000+19.4% | 加碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 2,052,900 | $5,561 萬 | 1.3% | +1,072,500+109.4% | 加碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 172,500 | $5,558 萬 | 1.3% | +78,000+82.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,946,500 | $5,466 萬 | 1.2% | +293,600+17.8% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 2,917,884 | $5,290 萬 | 1.2% | +715,700+32.5% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 262,000 | $5,240 萬 | 1.2% | −103,800−28.4% | 減碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 465,700 | $5,186 萬 | 1.2% | +97,800+26.6% | 加碼 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 5,693,589 | $5,124 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 265,800 | $5,040 萬 | 1.1% | −34,000−11.3% | 減碼 | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 2,806,811 | $5,019 萬 | 1.1% | −309,200−9.9% | 減碼 | 歷史 |
| RCELAVITA Medical, Inc. | COM | 544,895 | $4,252 萬 | 1.0% | +544,895 | 新進 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 181,977 | $4,162 萬 | 0.9% | +10,000+5.8% | 加碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 6,306,127 | $4,055 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GHGuardant Health, Inc. | COM | 435,200 | $4,020 萬 | 0.9% | +435,200 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 119,000 | $3,937 萬 | 0.9% | −169,800−58.8% | 減碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $3,731 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 999,000 | $3,628 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 213,921 | $3,616 萬 | 0.8% | −39,200−15.5% | 減碼 | 歷史 |
| QUREuniQure N.V. | SHS | 2,136,149 | $3,493 萬 | 0.8% | +1,398,749+189.7% | 加碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,693,929 | $3,413 萬 | 0.8% | −947,827−26.0% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 114,700 | $3,358 萬 | 0.8% | +15,600+15.7% | 加碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 4,715,864 | $3,282 萬 | 0.7% | +2,105,264+80.6% | 加碼 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 1,196,955 | $3,100 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 2,454,400 | $2,928 萬 | 0.7% | −736,300−23.1% | 減碼 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 10,570,300 | $2,896 萬 | 0.7% | +4,604,802+77.2% | 加碼 | 歷史 |
| NPCENeuroPace Inc | COM | 2,096,527 | $2,757 萬 | 0.6% | −309,808−12.9% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 314,100 | $2,732 萬 | 0.6% | +74,300+31.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 46,500 | $2,286 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 962,300 | $2,248 萬 | 0.5% | +962,300 | 新進 | 歷史 |
| 0000000000 | Stock | 6,210,899 | $2,208 萬 | 0.5% | 00.0% | 不變 | – |
| BTSGBrightSpring Health Services, Inc. | COM | 497,800 | $2,121 萬 | 0.5% | +9,300+1.9% | 加碼 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 3,602,450 | $2,068 萬 | 0.5% | +1,477,450+69.5% | 加碼 | 歷史 |
| STROSutro Biopharma, Inc. | COM SHS | 801,144 | $1,996 萬 | 0.5% | +801,144 | 新進 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 275,000 | $1,979 萬 | 0.4% | +275,000 | 新進 | 歷史 |
| HELPCybin Inc. | COM NEW | 3,832,843 | $1,840 萬 | 0.4% | −7,657−0.2% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 69,100 | $1,785 萬 | 0.4% | −50,700−42.3% | 減碼 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 134,600 | $1,678 萬 | 0.4% | +134,600 | 新進 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 1,737,287 | $1,631 萬 | 0.4% | +140,000+8.8% | 加碼 | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 875,487 | $1,574 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 804,000 | $1,520 萬 | 0.3% | −422,700−34.5% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 369,596 | $1,487 萬 | 0.3% | +16,096+4.6% | 加碼 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $1,446 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 4,166,000 | $1,437 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 39,900 | $1,404 萬 | 0.3% | +39,900 | 新進 | 歷史 |
| ALHCAlignment Healthcare, Inc. | COM | 791,000 | $1,394 萬 | 0.3% | +791,000 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,069,147 | $1,378 萬 | 0.3% | −1,399,167−56.7% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 983,600 | $1,367 萬 | 0.3% | −970,826−49.7% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,425,200 | $1,357 萬 | 0.3% | −316,600−18.2% | 減碼 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 667,300 | $1,327 萬 | 0.3% | +458,200+219.1% | 加碼 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 711,811 | $1,245 萬 | 0.3% | −79,090−10.0% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 322,100 | $1,240 萬 | 0.3% | −48,900−13.2% | 減碼 | 歷史 |
| ALMSAlumis Inc. | COM | 548,163 | $1,208 萬 | 0.3% | −554,567−50.3% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 14,700 | $1,136 萬 | 0.3% | +14,700 | 新進 | 歷史 |
| CARLCarlsmed, Inc. | COM | 1,252,600 | $1,134 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 61,600 | $1,129 萬 | 0.3% | +61,600 | 新進 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 180,599 | $869.6 萬 | 0.2% | −6,600−3.5% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 759,155 | $838.1 萬 | 0.2% | −45,057−5.6% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 59,600 | $830.6 萬 | 0.2% | +59,600 | 新進 | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 9,816,940 | $785.5 萬 | 0.2% | +9,816,940 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 475,165 | $709.4 萬 | 0.2% | −712,135−60.0% | 減碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 226,600 | $700.4 萬 | 0.2% | −348,000−60.6% | 減碼 | 歷史 |
| ACETAdicet Bio, Inc. | COM NEW | 1,027,944 | $700.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 1,150,646 | $636.3 萬 | 0.1% | +1,150,646 | 新進 | 歷史 |
| PHVSPharvaris N.V. | COM | 205,400 | $580.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,866,256 | $574.7 萬 | 0.1% | +2,866,256 | 新進 | 歷史 |
| AORTArtivion, Inc. | COM | 151,000 | $553.0 萬 | 0.1% | +151,000 | 新進 | 歷史 |
| NSPRInspireMD, Inc. | COM | 3,133,405 | $510.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 52,000 | $505.7 萬 | 0.1% | +26,100+100.8% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 1,318,026 | $494.3 萬 | 0.1% | −4,504,828−77.4% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 42,100 | $443.7 萬 | 0.1% | +20,400+94.0% | 加碼 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 2,333,000 | $408.3 萬 | 0.1% | +461,580+24.7% | 加碼 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 167,500 | $376.5 萬 | 0.1% | +42,500+34.0% | 加碼 | 歷史 |
| SVRASavara Inc | COM | 635,000 | $346.7 萬 | 0.1% | +635,000 | 新進 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 243,006 | $345.3 萬 | 0.1% | −27,000−10.0% | 減碼 | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 49,100 | $334.5 萬 | 0.1% | +25,900+111.6% | 加碼 | 歷史 |
| LFSTLifeStance Health Group, Inc. | COM | 500,000 | $318.5 萬 | 0.1% | +500,000 | 新進 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 40,000 | $291.9 萬 | 0.1% | +40,000 | 新進 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 185,011 | $259.9 萬 | 0.1% | −346,152−65.2% | 減碼 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 856,353 | $225.2 萬 | 0.1% | −548,549−39.0% | 減碼 | 歷史 |
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 4 季之後清倉（20 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TERNTerns Pharmaceuticals, Inc. | COM | 2,153,300 | $8,699 萬 | 1.8% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 2,429,868 | $6,104 萬 | 1.2% | 歷史 |
| CICigna Group | Stock | 205,000 | $5,642 萬 | 1.2% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 1,642,891 | $5,564 萬 | 1.1% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 105,200 | $5,126 萬 | 1.0% | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 2,190,907 | $4,754 萬 | 1.0% | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 619,530 | $4,469 萬 | 0.9% | – |
| NBIXNeurocrine Biosciences Inc | Stock | 314,240 | $4,457 萬 | 0.9% | 歷史 |
| EXASExact Sciences Corp | COM | 351,716 | $3,572 萬 | 0.7% | 歷史 |
| BRKRBruker Corp | COM | 555,789 | $2,618 萬 | 0.5% | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,525,650 | $1,502 萬 | 0.3% | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 2,380,715 | $1,436 萬 | 0.3% | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 154,400 | $1,264 萬 | 0.3% | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 729,900 | $1,039 萬 | 0.2% | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $863.8 萬 | 0.2% | 歷史 |
| CELCCelcuity Inc. | COM | 85,664 | $854.4 萬 | 0.2% | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 4,975,291 | $621.9 萬 | 0.1% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 25,400 | $442.1 萬 | 0.1% | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 157,300 | $191.0 萬 | <0.1% | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 56,000 | $95.2 萬 | <0.1% | 歷史 |