Fund · CIK 1055951 · concentrated
Orbimed Advisors LLC
Jun 30, 2026Filed Aug 14, 2026 · SEC filing ↗
Reported value$5.2B +19%
Positions116
Opened · sold out32 · 20
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| EWTXEdgewise Therapeutics IncCOM | 12.0% | $631M | 15,518,492 | Held |
| ELVNEnliven Therapeutics IncStock | 6.6% | $344M | 6,776,632 | Cut −15% |
| LLYEli Lilly & CoStock | 5.9% | $309M | 257,900 | Added +9% |
| MBXMbx Biosciences IncStock | 3.6% | $189M | 3,428,736 | Cut −6% |
| SVASinovac Biotech LtdSHS | 3.5% | $184M | 2,718,735 | Held |
| AZNAstrazeneca PLCADR | 3.3% | $171M | 915,700 | Added +37% |
| GPCRStructure Therapeutics IncEQUITY | 2.3% | $119M | 2,209,400 | Added +50% |
| SIONSionna Therapeutics IncCOMMON STOCK | 2.1% | $112M | 2,555,877 | Cut −28% |
| CRVSCorvus Pharmaceuticals IncCOM | 2.0% | $107M | 7,165,006 | Held |
| AVBPArrivent Biopharma IncCOM | 2.0% | $105M | 3,027,328 | Held |
| GHGuardant Health IncStock | 1.7% | $87.6M | 583,700 | Added +34% |
| ARGXArgenx SE - ADRADR | 1.6% | $86.2M | 92,880 | Cut −32% |
| MRKMerck & Co. Inc.Stock | 1.6% | $85.2M | 663,400 | Held |
| QUREUniqure NVCOMMON STOCK | 1.6% | $83.3M | 1,807,486 | Cut −15% |
| PRAXPraxis Precision Medicines ICOM NEW | 1.5% | $77.0M | 230,100 | Added +33% |
| EWEdwards Lifesciences CorpStock | 1.4% | $75.5M | 834,900 | Cut −32% |
| PRLDPrelude Therapeutics IncCMN | 1.4% | $73.2M | 13,724,571 | Added +26% |
| ABVXAbivax Sa-AdrSPONSORED ADS | 1.4% | $72.8M | 546,522 | Added +17% |
| DYNDyne Therapeutics IncStock | 1.4% | $71.9M | 3,235,684 | Added +11% |
| NTRANatera IncStock | 1.4% | $71.1M | 262,000 | Held |
| CGONCg Oncology IncCOMMON STOCK | 1.3% | $69.1M | 972,800 | Added +3% |
| UNHUnitedhealth Group IncStock | 1.3% | $67.0M | 161,100 | New |
| SPRYArs Pharmaceuticals IncCOM | 1.3% | $66.4M | 8,288,510 | Held |
| ASNDAscendis Pharma A/SORD SHS *A* | 1.2% | $65.2M | 244,456 | New |
| HUMHumana IncStock | 1.2% | $65.2M | 164,100 | New |
| COGTCogent Biosciences IncCOM | 1.2% | $65.1M | 1,681,300 | Added +422% |
| BSXBoston Scientific CorpStock | 1.2% | $63.3M | 1,483,200 | Cut −38% |
| ISRGIntuitive Surgical IncStock | 1.2% | $62.8M | 157,900 | Cut −24% |
| MLYSMineralys Therapeutics IncCOM | 1.1% | $56.9M | 2,110,300 | Added +3% |
| ODTXOdyssey Therapeutics IncCOMMON STOCK | 1.1% | $56.2M | 3,001,198 | New |
| XENEXenon Pharmaceuticals IncStock | 1.0% | $53.9M | 892,471 | Cut −16% |
| ARQTArcutis Biotherapeutics IncCOMMON STOCK | 1.0% | $53.5M | 2,042,000 | New |
| BMYBristol-Myers Squibb CoStock | 1.0% | $53.3M | 925,000 | Held |
| QTTBQ32 Bio IncCommon Stock | 1.0% | $52.6M | 4,127,987 | Added +83% |
| SYKStryker CorpStock | 1.0% | $50.1M | 159,100 | Cut −13% |
| CAICaris Life Sciences IncCOMMON STOCK | 1.0% | $50.0M | 2,806,811 | Held |
| TMOThermo Fisher Scientific IncStock | 0.9% | $45.5M | 90,700 | Added +95% |
| PVLAPalvella Therapeutics IncCOMMON STOCK | 0.9% | $44.7M | 292,360 | Added +117% |
| ELVElevance Health IncStock | 0.8% | $44.4M | 114,700 | Held |
| STTKShattuck Labs IncCOMMON STOCK | 0.8% | $43.8M | 6,306,127 | Held |
| UPBUpstream Bio IncCOMMON STOCK | 0.8% | $39.4M | 5,693,589 | Held |
| Crinetics Pharmaceuticals inStock | 0.7% | $37.4M | 999,000 | Held |
| RYTMRhythm Pharmaceuticals IncStock | 0.7% | $35.9M | 322,900 | Added +3% |
| SNDXSyndax Pharmaceuticals IncCOM | 0.6% | $33.7M | 1,542,000 | Added +60% |
| Forte Biosciences IncCOMMON STOCK | 0.6% | $33.5M | 1,577,705 | Added +32% |
| CMPXCompass Therapeutics IncCOM | 0.6% | $33.3M | 15,219,994 | Held |
| NKTRNektar TherapeuticsCOMMON STOCK | 0.6% | $32.5M | 465,346 | Added +69% |
| KRYSKrystal Biotech IncStock | 0.6% | $30.9M | 83,200 | Added +20% |
| AXSMAxsome Therapeutics IncStock | 0.5% | $28.8M | 117,578 | Cut −45% |
| KNSAKiniksa Pharmaceuticals InteStock | 0.5% | $26.9M | 420,600 | Added +133% |
| TRVITrevi Therapeutics IncStock | 0.5% | $26.7M | 1,430,293 | Cut −42% |
| IRONDisc Medicine IncStock | 0.5% | $26.2M | 357,535 | Cut −67% |
| WSTWest Pharmaceutical ServicesStock | 0.5% | $25.3M | 70,600 | New |
| RLMDRelmada Therapeutics IncCOMMON STOCK | 0.5% | $25.1M | 3,631,195 | Cut −23% |
| URGNUrogen Pharma LtdCOMMON STOCK | 0.5% | $24.9M | 676,187 | Cut −23% |
| STROSutro Biopharma IncCOMMON STOCK | 0.5% | $24.7M | 743,944 | Cut −7% |
| SVRASavara IncCOM | 0.5% | $24.4M | 3,959,900 | Added +524% |
| NPCENeuropace IncCOMMON STOCK | 0.5% | $23.9M | 1,505,125 | Cut −28% |
| AURAAura Biosciences IncCOMMON STOCK | 0.5% | $23.7M | 3,333,333 | New |
| ORICOric Pharmaceuticals IncCOM | 0.4% | $21.8M | 2,015,000 | Cut −25% |
| HELPCybin IncCOM NEW | 0.4% | $21.6M | 3,271,400 | Cut −15% |
| BCRXBiocryst Pharmaceuticals IncStock | 0.4% | $18.5M | 1,852,000 | Added +30% |
| BIOABioage Labs IncStock | 0.4% | $18.4M | 752,153 | Added +6% |
| LXEOLexeo Therapeutics IncCOMMON STOCK | 0.4% | $18.4M | 3,947,850 | Added +10% |
| WHWKWhitehawk Therapeutics IncCMN | 0.3% | $18.0M | 3,934,296 | Cut −6% |
| DFTXDefinium Therapeutics IncCOM SHS | 0.3% | $17.2M | 365,400 | Cut −55% |
| SYRESpyre Therapeutics IncCOM NEW | 0.3% | $16.5M | 186,145 | New |
| CRBPCorbus Pharmaceuticals HoldiCOM NEW | 0.3% | $16.3M | 1,737,287 | Held |
| VERAVera Therapeutics IncCOMMON STOCK | 0.3% | $15.9M | 369,596 | Held |
| ALMSAlumis IncCOM | 0.3% | $15.4M | 548,163 | Held |
| EYPTEyepoint IncStock | 0.3% | $15.3M | 1,069,147 | Held |
| WATWaters CorpStock | 0.3% | $15.1M | 40,300 | New |
| MNPRMonopar Therapeutics IncCOMMON STOCK | 0.3% | $14.6M | 157,423 | New |
| TVTXTravere Therapeutics IncCOM | 0.3% | $14.4M | 253,000 | New |
| TSHATaysha Gene Therapies IncCOMMON STOCK | 0.3% | $13.6M | 2,000,000 | New |
| BIIBBiogen IncStock | 0.3% | $13.3M | 61,600 | Held |
| RVMDRevolution Medicines IncStock | 0.3% | $13.2M | 70,500 | Added +36% |
| DNTHDianthus Therapeutics IncCOM | 0.2% | $11.2M | 115,000 | New |
| SPRBSpruce Biosciences IncCOM NEW | 0.2% | $10.8M | 200,000 | New |
| LFSTLifestance Health Group IncCOM | 0.2% | $10.1M | 947,400 | Added +89% |
| ERASErasca IncStock | 0.2% | $9.1M | 495,900 | New |
| TARAProtara Therapeutic IncCOM STK | 0.2% | $8.5M | 2,220,000 | New |
| KROSKeros Therapeutics IncStock | 0.2% | $8.1M | 759,155 | Held |
| JANXJanux Therapeutics IncCOM | 0.2% | $8.1M | 524,700 | Cut −47% |
| TECXTectonic Therapeutic IncCOMMON STOCK | 0.1% | $7.8M | 226,600 | Held |
| ACETAdicet Bio IncCOM NEW | 0.1% | $7.3M | 844,787 | Cut −18% |
| PHVSPharvaris NVCOMMON STOCK | 0.1% | $7.1M | 205,400 | Held |
| ANROAlto Neuroscience IncStock | 0.1% | $6.8M | 257,852 | Added +54% |
| ZNTLZentalis Pharmaceuticals IncCOMMON STOCK | 0.1% | $6.7M | 1,390,576 | New |
| DRUGBright Minds Biosciences IncCOMMON STOCK | 0.1% | $6.5M | 93,000 | Added +133% |
| ALXOAlx Oncology Holdings IncCOMMON STOCK | 0.1% | $5.9M | 2,866,256 | Held |
| XLOXilio Therapeutics IncCOM | 0.1% | $5.7M | 592,300 | New |
| BCAXBicara Therapeutics IncCOM | 0.1% | $5.7M | 191,100 | Cut −71% |
| IMAImagenebio IncCMN | 0.1% | $5.4M | 909,269 | Added +140% |
| PTGXProtagonist Therapeutics IncCOM | 0.1% | $5.2M | 42,100 | Held |
| ALNYAlnylam Pharmaceuticals IncStock | 0.1% | $5.1M | 17,000 | Cut −86% |
| PALIPalisade Bio IncCOMMON STOCK | 0.1% | $4.9M | 2,333,000 | Held |
| Ataibeckley IncCOM SHS | 0.1% | $4.2M | 797,500 | Added +130% |
| PTCTPtc Therapeutics IncCOM | 0.1% | $4.0M | 49,100 | Held |
| AORTArtivion IncCOM | 0.1% | $3.9M | 175,000 | Added +16% |
| NMRANeumora Therapeutics IncCMN | 0.1% | $3.6M | 2,139,882 | New |
| ACADAcadia Pharmaceuticals IncCOM | 0.1% | $3.5M | 137,000 | New |
| AMLXAmylyx Pharmaceuticals IncCOM | 0.1% | $3.3M | 183,400 | New |
| TYRATyra Biosciences IncCOMMON STOCK | 0.1% | $3.3M | 102,000 | New |
| RAPPRapport Therapeutics IncStock | 0.1% | $3.2M | 76,616 | New |
| AGMBAgomab Therapeutics NVSPONSORED ADS | 0.0% | $2.5M | 192,740 | New |
| TARSTarsus Pharmaceuticals IncCOMMON STOCK | 0.0% | $2.2M | 35,581 | New |
| ACRSAclaris Therapeutics IncStock | 0.0% | $2.2M | 421,500 | New |
| CYTKCytokinetics IncStock | 0.0% | $2.2M | 25,800 | New |
| NSPRInspiremd IncCOM | 0.0% | $2.2M | 3,133,405 | Held |
| OCULOcular Therapeutix IncCOM | 0.0% | $2.2M | 220,000 | New |
| EVMNEvommune IncCOMMON STOCK | 0.0% | $2.1M | 161,000 | New |
| BLTEBelite Bio Inc - ADRCMN | 0.0% | $2.0M | 13,300 | New |
| OVIDOvid Therapeutics IncCOMMON STOCK | 0.0% | $2.0M | 747,000 | New |
| EPRXEupraxia Pharmaceuticals IncCOM 298736 AL 3 EURONET WORLDWIDE INC NOTE 0.750% 3/1 | 0.0% | $1.8M | 269,000 | New |
| TRAWTraws Pharma IncCOM NEW | 0.0% | $1.0M | 1,203,260 | Added +99% |
Sold out
Held at Mar 31, 2026, gone at Jun 30, 2026| Stock | % of fund in Q1 2026 | Value in Q1 2026 |
|---|---|---|
| PFEPfizer IncStock | 1.2% | $54.7M |
| DHRDanaher CorpStock | 1.1% | $50.4M |
| Ascendis Pharma A/SSPONSORED ADRMerged away or delisted | 0.9% | $41.6M |
| Esperion Therapeutics IncStock | 0.7% | $29.0M |
| BTSGBrightspring Health ServicesCOM | 0.5% | $21.2M |
| AMGNAmgen IncStock | 0.3% | $14.0M |
| ALHCAlignment Healthcare IncStock | 0.3% | $13.9M |
| REGNRegeneron PharmaceuticalsStock | 0.3% | $11.4M |
| CARLCarlsmed IncCOMMON STOCK | 0.3% | $11.3M |
| GILDGilead Sciences IncStock | 0.2% | $8.3M |
| HRTXHeron Therapeutics IncStock | 0.2% | $7.9M |
| AVTXAvalo Therapeutics IncCOMMON STOCK | 0.2% | $7.1M |
| CMPSCompass Pathways PLCSPONSORED ADS | 0.1% | $6.4M |
| ADCTAdc Therapeutics SACOMMON STOCK | 0.1% | $4.9M |
| CGEMCullinan Therapeutics IncCOM | 0.1% | $3.5M |
| JBIOJade Biosciences IncCOM NEW | 0.1% | $2.6M |
| CCCCC4 Therapeutics IncCOM STK | 0.1% | $2.3M |
| RCELAvita Medical IncCOM | 0.0% | $2.0M |
| Kalvista Pharmaceuticals IncCOMMerged away or delisted | 0.0% | $1.9M |
| VTGNVistagen Therapeutics IncCOM | 0.0% | $1.7M |