OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 121
- 較 2026 年第 1 季 +14
- 總值
- $52.8 億
- 較 2026 年第 1 季 +$8.78 億 (+20.0%)
| 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 | $6.31 億 | 11.9% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 6,776,632 | $3.44 億 | 6.5% | −1,182,906−14.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 257,900 | $3.09 億 | 5.9% | +21,100+8.9% | 加碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 3,428,736 | $1.89 億 | 3.6% | −209,151−5.7% | 減碼 | 歷史 |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $1.84 億 | 3.5% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | ADR | 915,700 | $1.71 億 | 3.2% | +245,500+36.6% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 2,209,400 | $1.19 億 | 2.2% | +733,997+49.7% | 加碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 2,555,877 | $1.12 億 | 2.1% | −974,825−27.6% | 減碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 7,165,006 | $1.07 億 | 2.0% | 00.0% | 不變 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $1.05 億 | 2.0% | 00.0% | 不變 | 歷史 |
| GHGuardant Health, Inc. | COM | 583,700 | $8,757 萬 | 1.7% | +148,500+34.1% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 92,880 | $8,617 萬 | 1.6% | −44,020−32.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 663,400 | $8,525 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| QUREuniQure N.V. | SHS | 1,807,486 | $8,325 萬 | 1.6% | −328,663−15.4% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 230,100 | $7,704 萬 | 1.5% | +57,600+33.4% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 834,900 | $7,553 萬 | 1.4% | −395,700−32.2% | 減碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 13,724,571 | $7,315 萬 | 1.4% | +2,815,315+25.8% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 546,522 | $7,283 萬 | 1.4% | +80,822+17.4% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 3,235,684 | $7,186 萬 | 1.4% | +317,800+10.9% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 262,000 | $7,112 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| CGONCG Oncology, Inc. | COM | 972,800 | $6,912 萬 | 1.3% | +24,533+2.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 161,100 | $6,696 萬 | 1.3% | +161,100 | 新進 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $6,639 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ASNDAscendis Pharma A/S | ORD SHS | 244,456 | $6,520 萬 | 1.2% | +62,479+34.3% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 164,100 | $6,518 萬 | 1.2% | +164,100 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 1,681,300 | $6,507 萬 | 1.2% | +1,359,200+422.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 1,483,200 | $6,330 萬 | 1.2% | −898,900−37.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 157,900 | $6,279 萬 | 1.2% | −50,800−24.3% | 減碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 2,110,300 | $5,694 萬 | 1.1% | +57,400+2.8% | 加碼 | 歷史 |
| ODTXOdyssey Therapeutics, Inc. | COMMON STOCK | 3,001,198 | $5,615 萬 | 1.1% | +3,001,198 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 892,471 | $5,387 萬 | 1.0% | −167,500−15.8% | 減碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 2,042,000 | $5,354 萬 | 1.0% | +2,042,000 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 925,000 | $5,330 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 4,127,987 | $5,259 萬 | 1.0% | +1,875,000+83.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 159,100 | $5,009 萬 | 0.9% | −23,400−12.8% | 減碼 | 歷史 |
| CAICaris Life Sciences, Inc. | COM | 2,806,811 | $5,002 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 90,700 | $4,547 萬 | 0.9% | +44,200+95.1% | 加碼 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 292,360 | $4,468 萬 | 0.8% | +157,760+117.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 114,700 | $4,436 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 6,306,127 | $4,376 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 5,693,589 | $3,940 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 999,000 | $3,738 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 322,900 | $3,585 萬 | 0.7% | +8,800+2.8% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,542,000 | $3,371 萬 | 0.6% | +579,700+60.2% | 加碼 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 1,577,705 | $3,353 萬 | 0.6% | +380,750+31.8% | 加碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 15,219,994 | $3,333 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 465,346 | $3,249 萬 | 0.6% | +190,346+69.2% | 加碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 83,200 | $3,092 萬 | 0.6% | +14,100+20.4% | 加碼 | 歷史 |
| 0000000000 | Stock | 5,680,186 | $3,028 萬 | 0.6% | −530,713−8.5% | 減碼 | – |
| AXSMAxsome Therapeutics, Inc. | COM | 117,578 | $2,878 萬 | 0.5% | −96,343−45.0% | 減碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 420,600 | $2,690 萬 | 0.5% | +240,001+132.9% | 加碼 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 1,430,293 | $2,667 萬 | 0.5% | −1,024,107−41.7% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 357,535 | $2,615 萬 | 0.5% | −710,015−66.5% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 70,600 | $2,535 萬 | 0.5% | +70,600 | 新進 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 3,631,195 | $2,513 萬 | 0.5% | −1,084,669−23.0% | 減碼 | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 676,187 | $2,488 萬 | 0.5% | −199,300−22.8% | 減碼 | 歷史 |
| STROSutro Biopharma, Inc. | COM SHS | 743,944 | $2,470 萬 | 0.5% | −57,200−7.1% | 減碼 | 歷史 |
| SVRASavara Inc | COM | 3,959,900 | $2,439 萬 | 0.5% | +3,324,900+523.6% | 加碼 | 歷史 |
| NPCENeuroPace Inc | COM | 1,505,125 | $2,392 萬 | 0.5% | −591,402−28.2% | 減碼 | 歷史 |
| AURAAura Biosciences, Inc. | COM | 3,333,333 | $2,367 萬 | 0.4% | +3,333,333 | 新進 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,015,000 | $2,182 萬 | 0.4% | −678,929−25.2% | 減碼 | 歷史 |
| HELPCybin Inc. | COM NEW | 3,271,400 | $2,162 萬 | 0.4% | −561,443−14.6% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,852,000 | $1,852 萬 | 0.4% | +426,800+29.9% | 加碼 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 752,153 | $1,844 萬 | 0.3% | +40,342+5.7% | 加碼 | 歷史 |
| LXEOLexeo Therapeutics, Inc. | COM | 3,947,850 | $1,838 萬 | 0.3% | +345,400+9.6% | 加碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 3,934,296 | $1,802 萬 | 0.3% | −231,704−5.6% | 減碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 365,400 | $1,719 萬 | 0.3% | −438,600−54.6% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 186,145 | $1,653 萬 | 0.3% | +186,145 | 新進 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 1,737,287 | $1,630 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 369,596 | $1,586 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALMSAlumis Inc. | COM | 548,163 | $1,543 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,069,147 | $1,529 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 40,300 | $1,511 萬 | 0.3% | +40,300 | 新進 | 歷史 |
| MNPRMonopar Therapeutics | COM NEW | 157,423 | $1,458 萬 | 0.3% | +157,423 | 新進 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 253,000 | $1,437 萬 | 0.3% | +253,000 | 新進 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 2,000,000 | $1,362 萬 | 0.3% | +2,000,000 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 61,600 | $1,331 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 70,500 | $1,320 萬 | 0.3% | +18,500+35.6% | 加碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 115,000 | $1,121 萬 | 0.2% | +115,000 | 新進 | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM NEW | 200,000 | $1,080 萬 | 0.2% | +200,000 | 新進 | 歷史 |
| LFSTLifeStance Health Group, Inc. | COM | 947,400 | $1,015 萬 | 0.2% | +447,400+89.5% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 495,900 | $908.5 萬 | 0.2% | +495,900 | 新進 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 2,220,000 | $848.0 萬 | 0.2% | +2,220,000 | 新進 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 759,155 | $812.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 524,700 | $805.9 萬 | 0.2% | −458,900−46.7% | 減碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 226,600 | $778.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACETAdicet Bio, Inc. | COM NEW | 844,787 | $729.9 萬 | 0.1% | −183,157−17.8% | 減碼 | 歷史 |
| PHVSPharvaris N.V. | COM | 205,400 | $710.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 257,852 | $680.5 萬 | 0.1% | +90,352+53.9% | 加碼 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 1,390,576 | $674.4 萬 | 0.1% | +1,390,576 | 新進 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 93,000 | $652.9 萬 | 0.1% | +53,000+132.5% | 加碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 2,866,256 | $593.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Travere Therapeutics, Inc.89422GAB3 | NOTE 0.500% 5/1 | – | $589.4 萬 | 0.1% | – | 新進 | – |
| XLOXilio Therapeutics, Inc. | COM | 592,300 | $567.4 萬 | 0.1% | +592,300 | 新進 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 191,100 | $567.4 萬 | 0.1% | −476,200−71.4% | 減碼 | 歷史 |
| IMAImageneBio, Inc. | COM | 909,269 | $536.5 萬 | 0.1% | +530,713+140.2% | 加碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 42,100 | $516.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 17,000 | $511.8 萬 | 0.1% | −102,000−85.7% | 減碼 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 2,333,000 | $487.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Revolution Medicines, Inc.76155XAA8 | NOTE 0.500% 5/0 | – | $438.0 萬 | 0.1% | – | 新進 | – |
選擇權（8 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 |
|---|---|---|---|
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $4,748 萬 | – |
| ABVXAbivax S.A. | SPONSORED ADS | – | $2,665 萬 |
| PTGXProtagonist Therapeutics, Inc | COM | – | $1,839 萬 |
| RVMDRevolution Medicines, Inc. | COM | – | $936.4 萬 |
| PVLAPalvella Therapeutics, Inc. | COM | – | $611.3 萬 |
| UNHUnitedHealth Group Inc | Stock | – | $415.6 萬 |
| ELVElevance Health, Inc. | Stock | – | $386.7 萬 |
| SLSSELLAS Life Sciences Group, Inc. | COM NEW | $136.5 萬 | – |
2026 年第 1 季之後清倉（20 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MYGNMyriad Genetics Inc | COM | – | $1.23 億 | 2.8% | 歷史 |
| PFEPfizer Inc | Stock | 1,946,500 | $5,466 萬 | 1.2% | 歷史 |
| DHRDanaher Corp | Stock | 265,800 | $5,040 萬 | 1.1% | 歷史 |
| RCELAVITA Medical, Inc. | COM | 544,895 | $4,252 萬 | 1.0% | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 10,570,300 | $2,896 萬 | 0.7% | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 497,800 | $2,121 萬 | 0.5% | 歷史 |
| AMGNAmgen Inc | Stock | 39,900 | $1,404 萬 | 0.3% | 歷史 |
| ALHCAlignment Healthcare, Inc. | COM | 791,000 | $1,394 萬 | 0.3% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 14,700 | $1,136 萬 | 0.3% | 歷史 |
| CARLCarlsmed, Inc. | COM | 1,252,600 | $1,134 萬 | 0.3% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 59,600 | $830.6 萬 | 0.2% | 歷史 |
| HRTXHeron Therapeutics, Inc. | COM | 9,816,940 | $785.5 萬 | 0.2% | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 475,165 | $709.4 萬 | 0.2% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 1,150,646 | $636.3 萬 | 0.1% | 歷史 |
| ADCTADC Therapeutics SA | SHS | 1,318,026 | $494.3 萬 | 0.1% | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 243,006 | $345.3 萬 | 0.1% | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 185,011 | $259.9 萬 | 0.1% | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 856,353 | $225.2 萬 | 0.1% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 94,400 | $190.0 萬 | <0.1% | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 3,060,000 | $174.9 萬 | <0.1% | 歷史 |