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ORBIMED ADVISORS LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $5,396,779,685
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- EDGEWISE THERAPEUTICS INC · COM · 28036F105 · shares: $630,516,330
- ENLIVEN THERAPEUTICS INC · COM · 29337E102 · shares: $343,914,074
- ELI LILLY & CO · COM · 532457108 · shares: $309,332,997
- MBX BIOSCIENCES INC · COM · 55287L101 · shares: $189,266,227
- SINOVAC BIOTECH LTD · SHS · P8696W104 · shares: $184,466,170
- ASTRAZENECA PLC · ORD · G0593M107 · shares: $171,079,502
- STRUCTURE THERAPEUTICS INC · SPONSORED ADS · 86366E106 · shares: $118,578,498
- SIONNA THERAPEUTICS INC · COM · 829401108 · shares: $112,433,029
- CORVUS PHARMACEUTICALS INC · COM · 221015100 · shares: $107,045,190
- ARRIVENT BIOPHARMA INC · COM · 04272N102 · shares: $105,169,375
Reported holdings
129 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | — | 15,518,492 shares | $630,516,330 |
| ENLIVEN THERAPEUTICS INC | COM | 29337E102 | — | 6,776,632 shares | $343,914,074 |
| ELI LILLY & CO | COM | 532457108 | — | 257,900 shares | $309,332,997 |
| MBX BIOSCIENCES INC | COM | 55287L101 | — | 3,428,736 shares | $189,266,227 |
| SINOVAC BIOTECH LTD | SHS | P8696W104 | — | 2,718,735 shares | $184,466,170 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 915,700 shares | $171,079,502 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | — | 2,209,400 shares | $118,578,498 |
| SIONNA THERAPEUTICS INC | COM | 829401108 | — | 2,555,877 shares | $112,433,029 |
| CORVUS PHARMACEUTICALS INC | COM | 221015100 | — | 7,165,006 shares | $107,045,190 |
| ARRIVENT BIOPHARMA INC | COM | 04272N102 | — | 3,027,328 shares | $105,169,375 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 583,700 shares | $87,572,511 |
| ARGENX SE | SPONSORED ADR | 04016X101 | — | 92,880 shares | $86,171,278 |
| MERCK & CO INC | COM | 58933Y105 | — | 663,400 shares | $85,246,900 |
| UNIQURE NV | SHS | N90064101 | — | 1,807,486 shares | $83,252,805 |
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | — | 230,100 shares | $77,035,179 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 834,900 shares | $75,525,054 |
| PRELUDE THERAPEUTICS INC | COM | 74065P101 | — | 13,724,571 shares | $73,151,963 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | — | 546,522 shares | $72,829,522 |
| DYNE THERAPEUTICS INC | COM | 26818M108 | — | 3,235,684 shares | $71,864,542 |
| NATERA INC | COM | 632307104 | — | 262,000 shares | $71,119,900 |
| CG ONCOLOGY INC | COM | 156944100 | — | 972,800 shares | $69,117,440 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 161,100 shares | $66,957,993 |
| ARS PHARMACEUTICALS INC | COM | 82835W108 | — | 8,288,510 shares | $66,390,965 |
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | — | 244,456 shares | $65,201,304 |
| HUMANA INC | COM | 444859102 | — | 164,100 shares | $65,183,802 |
| COGENT BIOSCIENCES INC | COM | 19240Q201 | — | 1,681,300 shares | $65,066,310 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 1,483,200 shares | $63,302,976 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 157,900 shares | $62,793,672 |
| MINERALYS THERAPEUTICS INC | COM | 603170101 | — | 2,110,300 shares | $56,935,894 |
| ODYSSEY THERAPEUTICS INC | COMMON STOCK | 67613T104 | — | 3,001,198 shares | $56,152,415 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 892,471 shares | $53,869,550 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | — | 2,042,000 shares | $53,541,240 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 925,000 shares | $53,298,500 |
| Q32 BIO INC | COM | 746964105 | — | 4,127,987 shares | $52,590,554 |
| STRYKER CORPORATION | COM | 863667101 | — | 159,100 shares | $50,091,044 |
| CARIS LIFE SCIENCES INC | COM | 142152107 | — | 2,806,811 shares | $50,017,372 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | PUT | 300,000 shares | $47,475,000 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 90,700 shares | $45,473,352 |
| PALVELLA THERAPEUTICS INC NE | COM | 697947109 | — | 292,360 shares | $44,678,455 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 114,700 shares | $44,357,931 |
| SHATTUCK LABS INC | COM | 82024L103 | — | 6,306,127 shares | $43,764,521 |
| UPSTREAM BIO INC | COM | 91678A107 | — | 5,693,589 shares | $39,399,636 |
| CRINETICS PHARMACEUTICALS IN | COM | 22663K107 | — | 999,000 shares | $37,382,580 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | — | 322,900 shares | $35,851,587 |
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | — | 1,542,000 shares | $33,708,120 |
| FORTE BIOSCIENCES INC | COM NEW | 34962G208 | — | 1,577,705 shares | $33,526,231 |
| COMPASS THERAPEUTICS INC | COM | 20454B104 | — | 15,219,994 shares | $33,331,787 |
| NEKTAR THERAPEUTICS | COM NEW | 640268306 | — | 465,346 shares | $32,485,804 |
| KRYSTAL BIOTECH INC | COM | 501147102 | — | 83,200 shares | $30,922,944 |
| PRELUDE THERAPEUTICS INC | NON VOTING | 000000000 | — | 5,680,186 shares | $30,275,391 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 117,578 shares | $28,779,567 |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | G52694109 | — | 420,600 shares | $26,897,370 |
| TREVI THERAPEUTICS INC | COM | 89532M101 | — | 1,430,293 shares | $26,674,964 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | CALL | 200,000 shares | $26,652,000 |
| DISC MEDICINE INC | COM | 254604101 | — | 357,535 shares | $26,150,110 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | — | 70,600 shares | $25,345,400 |
| RELMADA THERAPEUTICS INC | COM | 75955J402 | — | 3,631,195 shares | $25,127,869 |
| UROGEN PHARMA LTD | COM | M96088105 | — | 676,187 shares | $24,883,682 |
| SUTRO BIOPHARMA INC | COM SHS | 869367201 | — | 743,944 shares | $24,698,941 |
| SAVARA INC | COM | 805111101 | — | 3,959,900 shares | $24,392,984 |
| NEUROPACE INC | COM | 641288105 | — | 1,505,125 shares | $23,916,436 |
| AURA BIOSCIENCES INC | COM | 05153U107 | — | 3,333,333 shares | $23,666,664 |
| ORIC PHARMACEUTICALS INC | COM | 68622P109 | — | 2,015,000 shares | $21,822,450 |
| CYBIN INC | COM NEW | 23256X407 | — | 3,271,400 shares | $21,623,954 |
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | — | 1,852,000 shares | $18,520,000 |
| BIOAGE LABS INC | COM | 09077V100 | — | 752,153 shares | $18,435,270 |
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | CALL | 150,000 shares | $18,387,000 |
| LEXEO THERAPEUTICS INC | COM | 52886X107 | — | 3,947,850 shares | $18,377,242 |
| WHITEHAWK THERAPEUTICS INC | COM | 00032Q104 | — | 3,934,296 shares | $18,019,076 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 365,400 shares | $17,188,416 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | — | 186,145 shares | $16,525,953 |
| CORBUS PHARMACEUTICALS HLDGS | COM NEW | 21833P301 | — | 1,737,287 shares | $16,295,752 |
| VERA THERAPEUTICS INC | CL A | 92337R101 | — | 369,596 shares | $15,859,364 |
| ALUMIS INC | COM | 022307102 | — | 548,163 shares | $15,425,307 |
| EYEPOINT INC | COM NEW | 30233G209 | — | 1,069,147 shares | $15,288,802 |
| WATERS CORP | COM | 941848103 | — | 40,300 shares | $15,114,112 |
| MONOPAR THERAPEUTICS INC | COM NEW | 61023L207 | — | 157,423 shares | $14,575,796 |
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | — | 253,000 shares | $14,372,930 |
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 | — | 2,000,000 shares | $13,620,000 |
| BIOGEN INC | COM | 09062X103 | — | 61,600 shares | $13,309,296 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 70,500 shares | $13,203,240 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 115,000 shares | $11,210,200 |
| SPRUCE BIOSCIENCES INC | COM NEW | 85209E208 | — | 200,000 shares | $10,800,000 |
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | — | 947,400 shares | $10,146,654 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | CALL | 50,000 shares | $9,364,000 |
| ERASCA INC | COM | 29479A108 | — | 495,900 shares | $9,084,888 |
| PROTARA THERAPEUTICS INC | COM STK | 74365U107 | — | 2,220,000 shares | $8,480,400 |
| KEROS THERAPEUTICS INC | COM | 492327101 | — | 759,155 shares | $8,122,959 |
| JANUX THERAPEUTICS INC | COM | 47103J105 | — | 524,700 shares | $8,059,392 |
| TECTONIC THERAPEUTIC INC | COM | 878972108 | — | 226,600 shares | $7,789,375 |
| ADICET BIO INC | COM NEW | 007002207 | — | 844,787 shares | $7,298,960 |
| PHARVARIS N V | COM | N69605108 | — | 205,400 shares | $7,102,732 |
| ALTO NEUROSCIENCE INC | COM SHS | 02157Q109 | — | 257,852 shares | $6,804,714 |
| ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | — | 1,390,576 shares | $6,744,294 |
| BRIGHT MINDS BIOSCIENCES INC | COM NEW | 10919W405 | — | 93,000 shares | $6,528,600 |
| PALVELLA THERAPEUTICS INC NE | COM | 697947109 | CALL | 40,000 shares | $6,112,800 |
| ALX ONCOLOGY HLDGS INC | COM | 00166B105 | — | 2,866,256 shares | $5,933,150 |
| TRAVERE THERAPEUTICS INC | NOTE 0.500% 5/1 | 89422GAB3 | — | 5,000,000 principal | $5,894,350 |
| XILIO THERAPEUTICS INC | COM | 98422T209 | — | 592,300 shares | $5,674,234 |
| BICARA THERAPEUTICS INC | COM | 055477103 | — | 191,100 shares | $5,673,759 |