Orbimed Advisors LLC
$5.4B
116
42.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 EWTX | $631M | 11.68% | 14.40% | Not reported | Q1 2021 |
 ELVN | $344M | 6.37% | 9.25% | Not reported | Q1 2023 |
 LLY | $309M | 5.73% | 0.03% | Not reported | Q1 2014 |
 MBX | $189M | 3.51% | 7.15% | Not reported | Q3 2024 |
| SVA | $184M | 3.42% | 3.78% | Not reported | Q2 2013 |
 AZN | $171M | 3.17% | Not reported | Not reported | Q4 2019 |
 GPCR | $119M | 2.20% | 1.03% | Not reported | Q2 2024 |
 SION | $112M | 2.08% | 5.66% | Not reported | Q1 2025 |
 CRVS | $107M | 1.98% | 8.52% | Not reported | Q1 2016 |
 AVBP | $105M | 1.95% | 6.27% | Not reported | Q1 2024 |
 GH | $87.6M | 1.62% | 0.44% | Not reported | Q4 2018 |
 ARGX | $86.2M | 1.60% | 0.15% | Not reported | Q3 2017 |
 MRK | $85.2M | 1.58% | 0.03% | Not reported | Q2 2013 |
 QURE | $83.3M | 1.54% | 2.61% | Not reported | Q1 2016 |
 PRAX | $77M | 1.43% | 0.82% | Not reported | Q4 2020 |
 EW | $75.5M | 1.40% | 0.14% | Not reported | Q2 2013 |
 PRLD | $73.2M | 1.36% | 17.23% | Not reported | Q3 2020 |
 ABVX | $72.8M | 1.35% | 0.70% | Not reported | Q3 2025 |
 DYN | $71.9M | 1.33% | 1.95% | Not reported | Q3 2020 |
 NTRA | $71.1M | 1.32% | 0.18% | Not reported | Q3 2015 |
 CGON | $69.1M | 1.28% | 1.10% | Not reported | Q3 2024 |
 UNH | $67M | 1.24% | 0.02% | Not reported | Q2 2013 |
 SPRY | $66.4M | 1.23% | 8.34% | Not reported | Q4 2020 |
 ASND | $65.2M | 1.21% | 0.39% | Not reported | Q1 2015 |
 HUM | $65.2M | 1.21% | 0.14% | Not reported | Q1 2016 |
 COGT | $65.1M | 1.21% | 0.98% | Not reported | Q4 2020 |
 BSX | $63.3M | 1.17% | 0.10% | Not reported | Q3 2013 |
 ISRG | $62.8M | 1.16% | 0.04% | Not reported | Q4 2013 |
 MLYS | $56.9M | 1.05% | 2.39% | Not reported | Q1 2024 |
 ODTX | $56.2M | 1.04% | 6.27% | New | Q2 2026 |
 XENE | $53.9M | 1.00% | 0.92% | Not reported | Q3 2016 |
 ARQT | $53.5M | 0.99% | 1.63% | Not reported | Q1 2020 |
 BMY | $53.3M | 0.99% | 0.05% | Not reported | Q2 2013 |
 QTTB | $52.6M | 0.97% | 17.39% | Not reported | Q1 2024 |
 SYK | $50.1M | 0.93% | 0.04% | Not reported | Q2 2013 |
 CAI | $50M | 0.93% | 0.99% | Not reported | Q2 2025 |
 TMO | $45.5M | 0.84% | 0.02% | Not reported | Q2 2013 |
 PVLA | $44.7M | 0.83% | 2.03% | New | Q2 2026 |
 ELV | $44.4M | 0.82% | 0.05% | Not reported | Q4 2014 |
 STTK | $43.8M | 0.81% | 6.26% | Not reported | Q3 2025 |
 UPB | $39.4M | 0.73% | 10.40% | Not reported | Q4 2024 |
| CRNX | $37.4M | 0.69% | 0.94% | Not reported | Q3 2018 |
 RYTM | $35.9M | 0.66% | 0.47% | Not reported | Q4 2017 |
 SNDX | $33.7M | 0.62% | 1.73% | Not reported | Q1 2016 |
| FBRX | $33.5M | 0.62% | 7.70% | Not reported | Q2 2020 |
 CMPX | $33.3M | 0.62% | 8.45% | Not reported | Q4 2021 |
 NKTR | $32.5M | 0.60% | 2.28% | Not reported | Q1 2023 |
 KRYS | $30.9M | 0.57% | 0.28% | Not reported | Q1 2019 |
 AXSM | $28.8M | 0.53% | 0.22% | Not reported | Q1 2025 |
 KNSA | $26.9M | 0.50% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| EWTX | $385M | 7.86% | 14.61% | Not reported | Q1 2021 |
| LLY | $324M | 6.61% | 0.03% | Not reported | Q1 2014 |
| BSX | $231M | 4.71% | 0.16% | -0.4% | Q3 2013 |
| SVA | $184M | 3.77% | 3.78% | Not reported | Q2 2013 |
| EW | $157M | 3.21% | 0.32% | +9.4% | Q2 2013 |
| UPB | $155M | 3.16% | 10.50% | Not reported | Q4 2024 |
| ISRG | $149M | 3.04% | 0.07% | -8.3% | Q4 2013 |
| SION | $147M | 2.99% | 7.96% | -3.9% | Q1 2025 |
| MBX | $124M | 2.53% | 8.76% | -1.7% | Q3 2024 |
| ARGX | $123M | 2.51% | 0.24% | -15.3% | Q3 2017 |
| ELVN | $123M | 2.50% | 13.39% | Not reported | Q1 2023 |
 ALNY | $115M | 2.34% | 0.22% | -4.2% | Q1 2017 |
| SYK | $114M | 2.33% | 0.09% | -9.5% | Q2 2013 |
| SPRY | $96.6M | 1.97% | 8.35% | Not reported | Q4 2020 |
| TERN | $87M | 1.78% | 1.92% | -71.5% | Q1 2021 |
 IRON | $84.8M | 1.73% | 2.82% | -24.6% | Q4 2022 |
| CAI | $84.1M | 1.72% | 1.10% | +2.7% | Q2 2025 |
| NTRA | $83.8M | 1.71% | 0.26% | -14.8% | Q3 2015 |
| CMPX | $81.7M | 1.67% | 8.54% | Not reported | Q4 2021 |
| GPCR | $80.8M | 1.65% | 0.55% | +2.0% | Q2 2024 |
 DHR | $68.6M | 1.40% | 0.04% | +14.0% | Q4 2019 |
| CGON | $63M | 1.29% | 1.88% | -12.2% | Q3 2024 |
| APLS | $61M | 1.25% | 1.92% | +4.6% | Q4 2018 |
| AVBP | $60.9M | 1.24% | 7.13% | Not reported | Q1 2024 |
 CI | $56.4M | 1.15% | 0.08% | +25.9% | Q2 2013 |
| RAPT | $55.6M | 1.14% | 5.93% | +51.2% | Q4 2021 |
| CRVS | $55.2M | 1.13% | 9.59% | Not reported | Q1 2016 |
 UTHR | $51.3M | 1.05% | 0.24% | -8.4% | Q4 2013 |
| ABVX | $49.6M | 1.01% | 0.47% | -3.2% | Q3 2025 |
 ROIV | $47.5M | 0.97% | 0.31% | -19.3% | Q2 2025 |
| CRNX | $46.5M | 0.95% | 1.05% | -9.1% | Q3 2018 |
| AXSM | $46.2M | 0.94% | 0.50% | -52.4% | Q1 2025 |
 EYPT | $45.1M | 0.92% | 2.98% | +37.4% | Q3 2022 |
| RNAM | $44.7M | 0.91% | 0.41% | -62.2% | Q2 2020 |
 NBIX | $44.6M | 0.91% | 0.31% | -11.1% | Q2 2013 |
| DYN | $43.1M | 0.88% | 1.34% | -4.8% | Q3 2020 |
| BMY | $41.8M | 0.85% | 0.04% | Not reported | Q2 2013 |
 PFE | $41.2M | 0.84% | 0.03% | Not reported | Q2 2013 |
 TRVI | $39.9M | 0.82% | 2.49% | -3.6% | Q1 2025 |
 NPCE | $37.2M | 0.76% | 7.17% | -8.0% | Q2 2021 |
| ASND | $36.7M | 0.75% | 0.28% | -10.4% | Q1 2015 |
 EXK | $35.7M | 0.73% | 0.13% | -64.6% | Q2 2013 |
| MLYS | $35.6M | 0.73% | 1.20% | -33.3% | Q1 2024 |
| ELV | $34.7M | 0.71% | 0.04% | Not reported | Q4 2014 |
| FBRX | $32.6M | 0.67% | 9.24% | Not reported | Q2 2020 |
| PRLD | $31.6M | 0.65% | 17.35% | Not reported | Q3 2020 |
 HELP | $31.4M | 0.64% | 17.78% | New | Q4 2025 |
 ORIC | $29.8M | 0.61% | 3.70% | Not reported | Q2 2020 |
| KRYS | $29.5M | 0.60% | 0.41% | +16.6% | Q1 2019 |
| PRAX | $27.9M | 0.57% | 0.38% | Not reported | Q4 2020 |
| Q3 2025 | |||||
| EWTX | $252M | 5.92% | 14.67% | Not reported | Q1 2021 |
| BSX | $237M | 5.57% | 0.16% | -13.7% | Q3 2013 |
| LLY | $230M | 5.40% | 0.03% | -10.8% | Q1 2014 |
| SVA | $184M | 4.33% | 3.78% | Not reported | Q2 2013 |
| ELVN | $163M | 3.83% | 13.43% | Not reported | Q1 2023 |
| ALNY | $138M | 3.23% | 0.23% | -11.8% | Q1 2017 |
| SYK | $133M | 3.12% | 0.09% | Not reported | Q2 2013 |
| EW | $131M | 3.08% | 0.29% | -1.4% | Q2 2013 |
| ISRG | $128M | 3.02% | 0.08% | -1.3% | Q4 2013 |
| ARGX | $127M | 2.99% | 0.28% | -17.2% | Q3 2017 |
| SION | $109M | 2.56% | 8.33% | Not reported | Q1 2025 |
| UPB | $107M | 2.52% | 10.54% | Not reported | Q4 2024 |
| IRON | $93.5M | 2.20% | 4.04% | Not reported | Q4 2022 |
| CAI | $91.8M | 2.16% | 1.08% | Not reported | Q2 2025 |
| SPRY | $83.3M | 1.96% | 8.39% | Not reported | Q4 2020 |
| RNAM | $71.4M | 1.68% | 1.12% | -9.6% | Q2 2020 |
| MBX | $70.1M | 1.65% | 8.95% | Not reported | Q3 2024 |
| CGON | $69.6M | 1.63% | 2.21% | -8.0% | Q3 2024 |
| NTRA | $69.1M | 1.62% | 0.31% | -27.7% | Q3 2015 |
| AXSM | $64.6M | 1.52% | 1.06% | +24.3% | Q1 2025 |
| TERN | $56.8M | 1.33% | 8.64% | Not reported | Q1 2021 |
| AVBP | $55.9M | 1.31% | 7.41% | Not reported | Q1 2024 |
| MLYS | $55.7M | 1.31% | 1.86% | +93.3% | Q1 2024 |
| EXK | $54.4M | 1.28% | 0.38% | +63.8% | Q2 2013 |
| CMPX | $53.3M | 1.25% | 8.57% | Not reported | Q4 2021 |
| CRVS | $52.8M | 1.24% | 9.59% | Not reported | Q1 2016 |
| APLS | $52.6M | 1.24% | 1.84% | +56.7% | Q4 2018 |
| DHR | $52.2M | 1.23% | 0.04% | Not reported | Q4 2019 |
| NBIX | $49.6M | 1.17% | 0.35% | -19.4% | Q2 2013 |
| UTHR | $48.2M | 1.13% | 0.27% | Not reported | Q4 2013 |
| CI | $46.9M | 1.10% | 0.06% | Not reported | Q2 2013 |
| CRNX | $45.8M | 1.08% | 1.16% | -4.4% | Q3 2018 |
| ORIC | $43.7M | 1.03% | 3.74% | +305.0% | Q2 2020 |
 JANX | $43.2M | 1.01% | 2.94% | +45.9% | Q2 2021 |
| ROIV | $41.1M | 0.97% | 0.39% | -2.3% | Q2 2025 |
| ASND | $38.2M | 0.90% | 0.32% | +457.9% | Q1 2015 |
 SIBN | $38M | 0.89% | 5.96% | Not reported | Q4 2018 |
| SCPH | $34.4M | 0.81% | 11.37% | Not reported | Q4 2017 |
| ABVX | $32.3M | 0.76% | 0.60% | New | Q3 2025 |
| GPCR | $31.9M | 0.75% | 0.63% | -5.0% | Q2 2024 |
| TRVI | $30.3M | 0.71% | 2.58% | Not reported | Q1 2025 |
 ITGR | $30M | 0.70% | 0.83% | -33.1% | Q2 2024 |
| DYN | $29.3M | 0.69% | 1.62% | +124.4% | Q3 2020 |
| RAPT | $28M | 0.66% | 6.57% | -33.8% | Q4 2021 |
 CTMX | $27M | 0.63% | 5.13% | Not reported | Q2 2021 |
| NPCE | $27M | 0.63% | 7.85% | Not reported | Q2 2021 |
| QURE | $26.8M | 0.63% | 0.74% | Not reported | Q1 2016 |
| EYPT | $25.6M | 0.60% | 2.58% | Not reported | Q3 2022 |
| AKRO | $25M | 0.59% | 0.66% | +149.0% | Q2 2023 |
 ADCT | $23.6M | 0.56% | 5.25% | Not reported | Q2 2024 |
| Q2 2025 | |||||
| SVA | $334M | 8.34% | 3.78% | Not reported | Q2 2013 |
| BSX | $302M | 7.55% | 0.19% | Not reported | Q3 2013 |
| LLY | $263M | 6.57% | 0.04% | Not reported | Q1 2014 |
| EWTX | $203M | 5.08% | 14.73% | +3.3% | Q1 2021 |
| ELVN | $160M | 3.99% | 13.44% | Not reported | Q1 2023 |
| ISRG | $158M | 3.95% | 0.08% | Not reported | Q4 2013 |
| SPRY | $145M | 3.61% | 8.40% | Not reported | Q4 2020 |
| SYK | $142M | 3.55% | 0.09% | Not reported | Q2 2013 |
| EW | $134M | 3.34% | 0.29% | +11.5% | Q2 2013 |
| ARGX | $115M | 2.86% | 0.34% | +0.6% | Q3 2017 |
| ALNY | $111M | 2.78% | 0.26% | -1.2% | Q1 2017 |
| UNH | $105M | 2.62% | 0.04% | +67.2% | Q2 2013 |
| NTRA | $100M | 2.50% | 0.43% | +8.5% | Q3 2015 |
 VRTX | $93.6M | 2.34% | 0.08% | +31.5% | Q2 2013 |
 THC | $81.8M | 2.04% | 0.50% | Not reported | Q2 2016 |
| CAI | $81.1M | 2.03% | 1.08% | New | Q2 2025 |
| IRON | $74.9M | 1.87% | 4.08% | Not reported | Q4 2022 |
| AVBP | $65.9M | 1.65% | 8.07% | Not reported | Q1 2024 |
| SION | $64.3M | 1.61% | 8.40% | Not reported | Q1 2025 |
| UPB | $62.5M | 1.56% | 10.58% | Not reported | Q4 2024 |
| NBIX | $55.1M | 1.38% | 0.44% | -53.1% | Q2 2013 |
| ITGR | $53.3M | 1.33% | 1.24% | -34.6% | Q2 2024 |
| RNAM | $51.5M | 1.29% | 1.50% | Not reported | Q2 2020 |
| CGON | $48.8M | 1.22% | 2.46% | -24.0% | Q3 2024 |
| SIBN | $48.5M | 1.21% | 6.00% | -25.1% | Q4 2018 |
| MBX | $45.7M | 1.14% | 11.92% | Not reported | Q3 2024 |
| AXSM | $44.7M | 1.12% | 0.86% | +10.7% | Q1 2025 |
| CMPX | $39.6M | 0.99% | 11.01% | -31.9% | Q4 2021 |
 CYTK | $35.6M | 0.89% | 0.90% | -28.6% | Q1 2024 |
| CRNX | $33M | 0.83% | 1.22% | +15.0% | Q3 2018 |
| EXK | $32.3M | 0.81% | 0.23% | -10.7% | Q2 2013 |
| ROIV | $31.3M | 0.78% | 0.41% | New | Q2 2025 |
| XENE | $29.7M | 0.74% | 1.23% | Not reported | Q3 2016 |
| NPCE | $29.1M | 0.73% | 7.91% | -23.3% | Q2 2021 |
| CRVS | $28.7M | 0.72% | 9.62% | +3.2% | Q1 2016 |
| TERN | $28.2M | 0.70% | 8.65% | Not reported | Q1 2021 |
| JANX | $28M | 0.70% | 2.04% | +59.6% | Q2 2021 |
| APLS | $25.7M | 0.64% | 1.17% | +3.5% | Q4 2018 |
| GPCR | $24.9M | 0.62% | 0.69% | +83.9% | Q2 2024 |
| SCPH | $23.1M | 0.58% | 11.37% | Not reported | Q4 2017 |
| CTMX | $19.2M | 0.48% | 10.50% | Not reported | Q2 2021 |
| TMO | $18.9M | 0.47% | 0.01% | -64.0% | Q2 2013 |
 AGIO | $18.6M | 0.46% | 0.96% | +71.4% | Q1 2020 |
| TRVI | $18.1M | 0.45% | 2.72% | +195.4% | Q1 2025 |
| ADCT | $15.8M | 0.40% | 5.25% | -1.0% | Q2 2024 |
| RYTM | $15.7M | 0.39% | 0.39% | -34.6% | Q4 2017 |
| FBRX | $15.5M | 0.39% | 9.75% | +101.8% | Q2 2020 |
 CGEM | $14.5M | 0.36% | 3.26% | Not reported | Q1 2021 |
 KROS | $13.6M | 0.34% | 2.51% | Not reported | Q2 2020 |
| RAPT | $13.1M | 0.33% | 1.24% | -87.5% | Q4 2021 |