Funds › Orbimed Advisors LLC
Orbimed Advisors LLC
13F for Q2 2026, filed Aug 14, 2026. 117 positions worth $5.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$5.4B
+$351.4M (7.0%) vs Q1 2026
Positions
117
105 in Q1 2026
Top 10 share
42.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | EWTX Edgewise Therapeutics, Inc. | 15.52M | $630.5M | 11.7% | Unchanged | 13F ↗ |
| 2 | ELVN Enliven Therapeutics, Inc. | 6.78M | $343.9M | 6.4% | -14.9% | 13F ↗ |
| 3 | LLY Eli Lilly and Company | 257,900 | $309.3M | 5.7% | +8.9% | 13F ↗ |
| 4 | MBX MBX Biosciences, Inc. | 3.43M | $189.3M | 3.5% | -5.7% | 13F ↗ |
| 5 | SVA Sinovac Biotech, Ltd. | 2.72M | $184.5M | 3.4% | Unchanged | 13F ↗ |
| 6 | AZN AstraZeneca PLC | 915,700 | $171.1M | 3.2% | +36.6% | 13F ↗ |
| 7 | GPCR Structure Therapeutics Inc. | 2.21M | $118.6M | 2.2% | +49.7% | 13F ↗ |
| 8 | SION Sionna Therapeutics, Inc. | 2.56M | $112.4M | 2.1% | -27.6% | 13F ↗ |
| 9 | CRVS Corvus Pharmaceuticals, Inc. | 7.17M | $107.0M | 2.0% | Unchanged | 13F ↗ |
| 10 | AVBP ArriVent BioPharma, Inc. | 3.03M | $105.2M | 1.9% | Unchanged | 13F ↗ |
| 11 | GH Guardant Health, Inc. | 583,700 | $87.6M | 1.6% | +34.1% | 13F ↗ |
| 12 | ARGX argenx SE · ADR | 92,880 | $86.2M | 1.6% | -32.2% | 13F ↗ |
| 13 | MRK Merck & Company, Inc. | 663,400 | $85.2M | 1.6% | Unchanged | 13F ↗ |
| 14 | QURE uniQure N.V. | 1.81M | $83.3M | 1.5% | -15.4% | 13F ↗ |
| 15 | PRAX Praxis Precision Medicines, Inc. | 230,100 | $77.0M | 1.4% | +33.4% | 13F ↗ |
| 16 | EW Edwards Lifesciences Corporation | 834,900 | $75.5M | 1.4% | -32.2% | 13F ↗ |
| 17 | PRLD Prelude Therapeutics Incorporated | 13.72M | $73.2M | 1.4% | +25.8% | 13F ↗ |
| 18 | ABVX Abivax SA · ADR | 546,522 | $72.8M | 1.3% | +17.4% | 13F ↗ |
| 19 | DYN Dyne Therapeutics, Inc. | 3.24M | $71.9M | 1.3% | +10.9% | 13F ↗ |
| 20 | NTRA Natera, Inc. | 262,000 | $71.1M | 1.3% | Unchanged | 13F ↗ |
| 21 | CGON CG Oncology, Inc. | 972,800 | $69.1M | 1.3% | +2.6% | 13F ↗ |
| 22 | UNH UnitedHealth Group Incorporated | 161,100 | $67.0M | 1.2% | New | 13F ↗ |
| 23 | SPRY ARS Pharmaceuticals, Inc. | 8.29M | $66.4M | 1.2% | Unchanged | 13F ↗ |
| 24 | ASND Ascendis Pharma A/S | 244,456 | $65.2M | 1.2% | New | 13F ↗ |
| 25 | HUM Humana Inc. | 164,100 | $65.2M | 1.2% | New | 13F ↗ |
| 26 | COGT Cogent Biosciences, Inc. | 1.68M | $65.1M | 1.2% | +422% | 13F ↗ |
| 27 | BSX Boston Scientific Corporation | 1.48M | $63.3M | 1.2% | -37.7% | 13F ↗ |
| 28 | ISRG Intuitive Surgical, Inc. | 157,900 | $62.8M | 1.2% | -24.3% | 13F ↗ |
| 29 | MLYS Mineralys Therapeutics, Inc. | 2.11M | $56.9M | 1.1% | +2.8% | 13F ↗ |
| 30 | ODTX Odyssey Therapeutics, Inc. | 3.00M | $56.2M | 1.0% | New | 13F ↗ |
| 31 | XENE Xenon Pharmaceuticals Inc. | 892,471 | $53.9M | 1.0% | -15.8% | 13F ↗ |
| 32 | ARQT Arcutis Biotherapeutics, Inc. | 2.04M | $53.5M | 1.0% | New | 13F ↗ |
| 33 | BMY Bristol-Myers Squibb Company | 925,000 | $53.3M | 1.0% | Unchanged | 13F ↗ |
| 34 | QTTB Q32 Bio Inc. | 4.13M | $52.6M | 1.0% | +83.2% | 13F ↗ |
| 35 | SYK Stryker Corporation | 159,100 | $50.1M | 0.9% | -12.8% | 13F ↗ |
| 36 | CAI Caris Life Sciences, Inc. | 2.81M | $50.0M | 0.9% | Unchanged | 13F ↗ |
| 37 | TMO Thermo Fisher Scientific Inc | 90,700 | $45.5M | 0.8% | +95.1% | 13F ↗ |
| 38 | PVLA Palvella Therapeutics, Inc. | 292,360 | $44.7M | 0.8% | +117% | 13F ↗ |
| 39 | ELV Elevance Health, Inc. | 114,700 | $44.4M | 0.8% | Unchanged | 13F ↗ |
| 40 | STTK Shattuck Labs, Inc. | 6.31M | $43.8M | 0.8% | Unchanged | 13F ↗ |
| 41 | UPB Upstream Bio, Inc. | 5.69M | $39.4M | 0.7% | Unchanged | 13F ↗ |
| 42 | Crinetics Pharmaceuticals In | 999,000 | $37.4M | 0.7% | Unchanged | 13F ↗ |
| 43 | RYTM Rhythm Pharmaceuticals, Inc. | 322,900 | $35.9M | 0.7% | +2.8% | 13F ↗ |
| 44 | SNDX Syndax Pharmaceuticals, Inc. | 1.54M | $33.7M | 0.6% | +60.2% | 13F ↗ |
| 45 | Forte Biosciences Inc | 1.58M | $33.5M | 0.6% | +31.8% | 13F ↗ |
| 46 | CMPX Compass Therapeutics, Inc. | 15.22M | $33.3M | 0.6% | Unchanged | 13F ↗ |
| 47 | NKTR Nektar Therapeutics | 465,346 | $32.5M | 0.6% | +69.2% | 13F ↗ |
| 48 | KRYS Krystal Biotech, Inc. | 83,200 | $30.9M | 0.6% | +20.4% | 13F ↗ |
| 49 | 000000000 0 | 5.68M | $30.3M | 0.6% | -8.5% | 13F ↗ |
| 50 | AXSM Axsome Therapeutics, Inc. | 117,578 | $28.8M | 0.5% | -45.0% | 13F ↗ |
Showing the top 50 of 117 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
32 new, 32 added to, 26 trimmed, 20 exited, 27 unchanged. By estimated dollars.
New positions (32)
| UNH UnitedHealth Group Incorporated | 161,100 | New | $67.0M |
| ASND Ascendis Pharma A/S | 244,456 | New | $65.2M |
| HUM Humana Inc. | 164,100 | New | $65.2M |
| ODTX Odyssey Therapeutics, Inc. | 3.00M | New | $56.2M |
| ARQT Arcutis Biotherapeutics, Inc. | 2.04M | New | $53.5M |
| WST West Pharmaceutical Services, Inc. | 70,600 | New | $25.3M |
| AURA Aura Biosciences, Inc. | 3.33M | New | $23.7M |
| SYRE Spyre Therapeutics, Inc. | 186,145 | New | $16.5M |
| WAT Waters Corporation | 40,300 | New | $15.1M |
| MNPR Monopar Therapeutics Inc. | 157,423 | New | $14.6M |
Added to (32)
| COGT Cogent Biosciences, Inc. | 1.68M | +422% | $52.6M |
| AZN AstraZeneca PLC | 915,700 | +36.6% | $45.9M |
| GPCR Structure Therapeutics Inc. | 2.21M | +49.7% | $39.4M |
| LLY Eli Lilly and Company | 257,900 | +8.9% | $25.3M |
| PVLA Palvella Therapeutics, Inc. | 292,360 | +117% | $24.1M |
| QTTB Q32 Bio Inc. | 4.13M | +83.2% | $23.9M |
| GH Guardant Health, Inc. | 583,700 | +34.1% | $22.3M |
| TMO Thermo Fisher Scientific Inc | 90,700 | +95.1% | $22.2M |
| SVRA Savara, Inc. | 3.96M | +524% | $20.5M |
| PRAX Praxis Precision Medicines, Inc. | 230,100 | +33.4% | $19.3M |
Trimmed (26)
| ELVN Enliven Therapeutics, Inc. | 6.78M | -14.9% | -$60.0M |
| IRON Disc Medicine, Inc. | 357,535 | -66.5% | -$51.9M |
| SION Sionna Therapeutics, Inc. | 2.56M | -27.6% | -$42.9M |
| ARGX argenx SE · ADR | 92,880 | -32.2% | -$40.8M |
| BSX Boston Scientific Corporation | 1.48M | -37.7% | -$38.4M |
| EW Edwards Lifesciences Corporation | 834,900 | -32.2% | -$35.8M |
| ALNY Alnylam Pharmaceuticals, Inc. | 17,000 | -85.7% | -$30.7M |
| AXSM Axsome Therapeutics, Inc. | 117,578 | -45.0% | -$23.6M |
| DFTX Definium Therapeutics, Inc. | 365,400 | -54.6% | -$20.6M |
| ISRG Intuitive Surgical, Inc. | 157,900 | -24.3% | -$20.2M |
Exited (20)
| PFE Pfizer, Inc. | 1.95M | Exited | -$54.7M |
| DHR Danaher Corporation | 265,800 | Exited | -$50.4M |
| Ascendis Pharma A/S ADR | 181,977 | Exited | -$41.6M |
| Esperion Therapeutics Inc Ne | 10.57M | Exited | -$29.0M |
| BTSG BrightSpring Health Services, Inc. | 497,800 | Exited | -$21.2M |
| AMGN Amgen Inc. | 39,900 | Exited | -$14.0M |
| ALHC Alignment Healthcare, Inc. | 791,000 | Exited | -$13.9M |
| REGN Regeneron Pharmaceuticals, Inc. | 14,700 | Exited | -$11.4M |
| CARL Carlsmed, Inc. | 1.25M | Exited | -$11.3M |
| GILD Gilead Sciences, Inc. | 59,600 | Exited | -$8.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
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Ten largest positions
By value, Q2 2026.
Filings
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Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer