Orbimed Advisors LLC 13F holdings
Orbimed Advisors LLC reported 117 positions with a total reported value of $5.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: EWTX EDGEWISE THERAPEUTICS INC (12.0%), ELVN ENLIVEN THERAPEUTICS INC (6.5%), LLY ELI LILLY & CO (5.9%), MBX MBX BIOSCIENCES INC (3.6%), SVA SINOVAC BIOTECH LTD (3.5%). Against 2026-03-31 it opened 32 new positions and exited 20. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 117 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| EWTX EDGEWISE THERAPEUTICS INC | 15,518,492 | $630.5M | 12.0% |
| ELVN ENLIVEN THERAPEUTICS INC | 6,776,632 | $343.9M | 6.5% |
| LLY ELI LILLY & CO | 257,900 | $309.3M | 5.9% |
| MBX MBX BIOSCIENCES INC | 3,428,736 | $189.3M | 3.6% |
| SVA SINOVAC BIOTECH LTD | 2,718,735 | $184.5M | 3.5% |
| AZN ASTRAZENECA PLC | 915,700 | $171.1M | 3.2% |
| GPCR STRUCTURE THERAPEUTICS INC | 2,209,400 | $118.6M | 2.3% |
| SION SIONNA THERAPEUTICS INC | 2,555,877 | $112.4M | 2.1% |
| CRVS CORVUS PHARMACEUTICALS INC | 7,165,006 | $107.0M | 2.0% |
| AVBP ARRIVENT BIOPHARMA INC | 3,027,328 | $105.2M | 2.0% |
| GH GUARDANT HEALTH INC | 583,700 | $87.6M | 1.7% |
| ARGX ARGENX SE | 92,880 | $86.2M | 1.6% |
| MRK MERCK & CO INC | 663,400 | $85.2M | 1.6% |
| QURE UNIQURE NV | 1,807,486 | $83.3M | 1.6% |
| PRAX PRAXIS PRECISION MEDICINES I | 230,100 | $77.0M | 1.5% |
| EW EDWARDS LIFESCIENCES CORP | 834,900 | $75.5M | 1.4% |
| PRLD PRELUDE THERAPEUTICS INC | 13,724,571 | $73.2M | 1.4% |
| ABVX ABIVAX SA | 546,522 | $72.8M | 1.4% |
| DYN DYNE THERAPEUTICS INC | 3,235,684 | $71.9M | 1.4% |
| NTRA NATERA INC | 262,000 | $71.1M | 1.4% |
| CGON CG ONCOLOGY INC | 972,800 | $69.1M | 1.3% |
| UNH UNITEDHEALTH GROUP INC | 161,100 | $67.0M | 1.3% |
| SPRY ARS PHARMACEUTICALS INC | 8,288,510 | $66.4M | 1.3% |
| ASND ASCENDIS PHARMA A/S | 244,456 | $65.2M | 1.2% |
| HUM HUMANA INC | 164,100 | $65.2M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 32 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| UNH UNITEDHEALTH GROUP INC | 161,100 | $67.0M | 1.3% |
| HUM HUMANA INC | 164,100 | $65.2M | 1.2% |
| ODTX ODYSSEY THERAPEUTICS INC | 3,001,198 | $56.2M | 1.1% |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 2,042,000 | $53.5M | 1.0% |
| PRELUDE THERAPEUTICS INC | 5,680,186 | $30.3M | 0.6% |
| WST WEST PHARMACEUTICAL SVSC INC | 70,600 | $25.3M | 0.5% |
| AURA AURA BIOSCIENCES INC | 3,333,333 | $23.7M | 0.4% |
| SYRE SPYRE THERAPEUTICS INC | 186,145 | $16.5M | 0.3% |
| WAT WATERS CORP | 40,300 | $15.1M | 0.3% |
| MNPR MONOPAR THERAPEUTICS INC | 157,423 | $14.6M | 0.3% |
| TVTX TRAVERE THERAPEUTICS INC | 253,000 | $14.4M | 0.3% |
| TSHA TAYSHA GENE THERAPIES INC | 2,000,000 | $13.6M | 0.3% |
| DNTH DIANTHUS THERAPEUTICS INC | 115,000 | $11.2M | 0.2% |
| SPRB SPRUCE BIOSCIENCES INC | 200,000 | $10.8M | 0.2% |
| ERAS ERASCA INC | 495,900 | $9.1M | 0.2% |
| TARA PROTARA THERAPEUTICS INC | 2,220,000 | $8.5M | 0.2% |
| ZNTL ZENTALIS PHARMACEUTICALS INC | 1,390,576 | $6.7M | 0.1% |
| XLO XILIO THERAPEUTICS INC | 592,300 | $5.7M | 0.1% |
| NMRA NEUMORA THERAPEUTICS INC. | 2,139,882 | $3.6M | <0.1% |
| ACAD ACADIA PHARMACEUTICALS INC | 137,000 | $3.5M | <0.1% |
| AMLX AMYLYX PHARMACEUTICALS INC | 183,400 | $3.3M | <0.1% |
| TYRA TYRA BIOSCIENCES INC | 102,000 | $3.3M | <0.1% |
| RAPP RAPPORT THERAPEUTICS INC | 76,616 | $3.2M | <0.1% |
| AGMB AGOMAB THERAPEUTICS NV | 192,740 | $2.5M | <0.1% |
| TARS TARSUS PHARMACEUTICALS INC | 35,581 | $2.2M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 20 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| PFE PFIZER INC | 1,946,500 | $54.7M | 1.2% |
| DHR DANAHER CORP DEL | 265,800 | $50.4M | 1.1% |
| ESPERION THERAPEUTICS INC NE | 10,570,300 | $29.0M | 0.7% |
| IMAGENEBIO INC | 6,210,899 | $22.1M | 0.5% |
| BTSG BRIGHTSPRING HEALTH SVCS INC | 497,800 | $21.2M | 0.5% |
| AMGN AMGEN INC | 39,900 | $14.0M | 0.3% |
| ALHC ALIGNMENT HEALTHCARE INC | 791,000 | $13.9M | 0.3% |
| REGN REGENERON PHARMACEUTICALS | 14,700 | $11.4M | 0.3% |
| CARL CARLSMED INC | 1,252,600 | $11.3M | 0.3% |
| GILD GILEAD SCIENCES INC | 59,600 | $8.3M | 0.2% |
| HRTX HERON THERAPEUTICS INC | 9,816,940 | $7.9M | 0.2% |
| AVTX AVALO THERAPEUTICS INC | 475,165 | $7.1M | 0.2% |
| CMPS COMPASS PATHWAYS PLC | 1,150,646 | $6.4M | 0.1% |
| ADCT ADC THERAPEUTICS SA | 1,318,026 | $4.9M | 0.1% |
| CGEM CULLINAN THERAPEUTICS INC | 243,006 | $3.5M | <0.1% |
| JBIO JADE BIOSCIENCES INC | 185,011 | $2.6M | <0.1% |
| CCCC C4 THERAPEUTICS INC | 856,353 | $2.3M | <0.1% |
| RCEL AVITA MEDICAL INC | 544,895 | $2.0M | <0.1% |
| KALVISTA PHARMACEUTICALS INC | 94,400 | $1.9M | <0.1% |
| VTGN VISTAGEN THERAPEUTICS INC | 3,060,000 | $1.7M | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| COGT COGENT BIOSCIENCES INC | 322,100 | 1,681,300 | +422.0% | $65.1M |
| AZN ASTRAZENECA PLC | 670,200 | 915,700 | +36.6% | $171.1M |
| GPCR STRUCTURE THERAPEUTICS INC | 1,475,403 | 2,209,400 | +49.7% | $118.6M |
| LLY ELI LILLY & CO | 236,800 | 257,900 | +8.9% | $309.3M |
| PVLA PALVELLA THERAPEUTICS INC NE | 134,600 | 292,360 | +117.2% | $44.7M |
| QTTB Q32 BIO INC | 2,252,987 | 4,127,987 | +83.2% | $52.6M |
| GH GUARDANT HEALTH INC | 435,200 | 583,700 | +34.1% | $87.6M |
| TMO THERMO FISHER SCIENTIFIC INC | 46,500 | 90,700 | +95.1% | $45.5M |
| SVRA SAVARA INC | 635,000 | 3,959,900 | +523.6% | $24.4M |
| PRAX PRAXIS PRECISION MEDICINES I | 172,500 | 230,100 | +33.4% | $77.0M |
| ASND ASCENDIS PHARMA A/S | 181,977 | 244,456 | +34.3% | $65.2M |
| KNSA KINIKSA PHARMACEUTICALS INTL | 180,599 | 420,600 | +132.9% | $26.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ELVN ENLIVEN THERAPEUTICS INC | 7,959,538 | 6,776,632 | -14.9% | $343.9M |
| IRON DISC MEDICINE INC | 1,067,550 | 357,535 | -66.5% | $26.2M |
| SION SIONNA THERAPEUTICS INC | 3,530,702 | 2,555,877 | -27.6% | $112.4M |
| ARGX ARGENX SE | 136,900 | 92,880 | -32.2% | $86.2M |
| BSX BOSTON SCIENTIFIC CORP | 2,382,100 | 1,483,200 | -37.7% | $63.3M |
| EW EDWARDS LIFESCIENCES CORP | 1,230,600 | 834,900 | -32.2% | $75.5M |
| ALNY ALNYLAM PHARMACEUTICALS INC | 119,000 | 17,000 | -85.7% | $5.1M |
| AXSM AXSOME THERAPEUTICS INC. | 213,921 | 117,578 | -45.0% | $28.8M |
| DFTX DEFINIUM THERAPEUTICS INC | 804,000 | 365,400 | -54.6% | $17.2M |
| ISRG INTUITIVE SURGICAL INC | 208,700 | 157,900 | -24.3% | $62.8M |
| TRVI TREVI THERAPEUTICS INC | 2,454,400 | 1,430,293 | -41.7% | $26.7M |
| QURE UNIQURE NV | 2,136,149 | 1,807,486 | -15.4% | $83.3M |
CIK 1055951 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
