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ORBIMED ADVISORS LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1055951

$5.40B

disclosed book value

123

positions

11.7%

largest position share

Positions, as of 2026-06-30

top 100 of 123 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1EWTXEDGEWISE THERAPEUTICS INC15.5M$630.5M11.7%
2ELVNENLIVEN THERAPEUTICS INC6.8M$343.9M6.4%
3LLYELI LILLY & CO257,900$309.3M5.7%
4MBXMBX BIOSCIENCES INC3.4M$189.3M3.5%
5SINOVAC BIOTECH LTD2.7M$184.5M3.4%
6ASTRAZENECA PLC915,700$171.1M3.2%
7GPCRSTRUCTURE THERAPEUTICS INC2.2M$118.6M2.2%
8SIONSIONNA THERAPEUTICS INC2.6M$112.4M2.1%
9CRVSCORVUS PHARMACEUTICALS INC7.2M$107.0M2%
10AVBPARRIVENT BIOPHARMA INC3.0M$105.2M1.9%
11GHGUARDANT HEALTH INC583,700$87.6M1.6%
12ARGXARGENX SE92,880$86.2M1.6%
13MRKMERCK & CO INC663,400$85.2M1.6%
14UNIQURE NV1.8M$83.3M1.5%
15PRAXPRAXIS PRECISION MEDICINES I230,100$77.0M1.4%
16EWEDWARDS LIFESCIENCES CORP834,900$75.5M1.4%
17PRLDPRELUDE THERAPEUTICS INC13.7M$73.2M1.4%
18ABVXABIVAX SA546,522$72.8M1.3%
19DYNDYNE THERAPEUTICS INC3.2M$71.9M1.3%
20NTRANATERA INC262,000$71.1M1.3%
21CGONCG ONCOLOGY INC972,800$69.1M1.3%
22UNHUNITEDHEALTH GROUP INC161,100$67.0M1.2%
23SPRYARS PHARMACEUTICALS INC8.3M$66.4M1.2%
24ASCENDIS PHARMA A/S244,456$65.2M1.2%
25HUMHUMANA INC164,100$65.2M1.2%
26COGTCOGENT BIOSCIENCES INC1.7M$65.1M1.2%
27BSXBOSTON SCIENTIFIC CORP1.5M$63.3M1.2%
28ISRGINTUITIVE SURGICAL INC157,900$62.8M1.2%
29MLYSMINERALYS THERAPEUTICS INC2.1M$56.9M1.1%
30ODTXODYSSEY THERAPEUTICS INC3.0M$56.2M1%
31XENEXENON PHARMACEUTICALS INC892,471$53.9M1%
32ARQTARCUTIS BIOTHERAPEUTICS INC2.0M$53.5M1%
33BMYBRISTOL-MYERS SQUIBB CO925,000$53.3M1%
34QTTBQ32 BIO INC4.1M$52.6M1%
35SYKSTRYKER CORPORATION159,100$50.1M0.9%
36CAICARIS LIFE SCIENCES INC2.8M$50.0M0.9%
37XBISPDR SERIES TRUSTPUT300,000$47.5M0.9%
38TMOTHERMO FISHER SCIENTIFIC INC90,700$45.5M0.8%
39PVLAPALVELLA THERAPEUTICS INC NE292,360$44.7M0.8%
40ELVELEVANCE HEALTH INC FORMERLY114,700$44.4M0.8%
41STTKSHATTUCK LABS INC6.3M$43.8M0.8%
42UPBUPSTREAM BIO INC5.7M$39.4M0.7%
43CRNXCRINETICS PHARMACEUTICALS IN999,000$37.4M0.7%
44RYTMRHYTHM PHARMACEUTICALS INC322,900$35.9M0.7%
45SNDXSYNDAX PHARMACEUTICALS INC1.5M$33.7M0.6%
46FBRXFORTE BIOSCIENCES INC1.6M$33.5M0.6%
47CMPXCOMPASS THERAPEUTICS INC15.2M$33.3M0.6%
48NKTRNEKTAR THERAPEUTICS465,346$32.5M0.6%
49KRYSKRYSTAL BIOTECH INC83,200$30.9M0.6%
50PRELUDE THERAPEUTICS INC5.7M$30.3M0.6%
51AXSMAXSOME THERAPEUTICS INC.117,578$28.8M0.5%
52KINIKSA PHARMACEUTICALS INTL420,600$26.9M0.5%
53TRVITREVI THERAPEUTICS INC1.4M$26.7M0.5%
54ABVXABIVAX SACALL200,000$26.7M0.5%
55IRONDISC MEDICINE INC357,535$26.2M0.5%
56WSTWEST PHARMACEUTICAL SVSC INC70,600$25.3M0.5%
57RLMDRELMADA THERAPEUTICS INC3.6M$25.1M0.5%
58UROGEN PHARMA LTD676,187$24.9M0.5%
59STROSUTRO BIOPHARMA INC743,944$24.7M0.5%
60SVRASAVARA INC4.0M$24.4M0.5%
61NPCENEUROPACE INC1.5M$23.9M0.4%
62AURAAURA BIOSCIENCES INC3.3M$23.7M0.4%
63ORICORIC PHARMACEUTICALS INC2.0M$21.8M0.4%
64HELPCYBIN INC3.3M$21.6M0.4%
65BCRXBIOCRYST PHARMACEUTICALS INC1.9M$18.5M0.3%
66BIOABIOAGE LABS INC752,153$18.4M0.3%
67PTGXPROTAGONIST THERAPEUTICS INCCALL150,000$18.4M0.3%
68LXEOLEXEO THERAPEUTICS INC3.9M$18.4M0.3%
69WHWKWHITEHAWK THERAPEUTICS INC3.9M$18.0M0.3%
70DFTXDEFINIUM THERAPEUTICS INC365,400$17.2M0.3%
71SYRESPYRE THERAPEUTICS INC186,145$16.5M0.3%
72CRBPCORBUS PHARMACEUTICALS HLDGS1.7M$16.3M0.3%
73VERAVERA THERAPEUTICS INC369,596$15.9M0.3%
74ALMSALUMIS INC548,163$15.4M0.3%
75EYPTEYEPOINT INC1.1M$15.3M0.3%
76WATWATERS CORP40,300$15.1M0.3%
77MNPRMONOPAR THERAPEUTICS INC157,423$14.6M0.3%
78TVTXTRAVERE THERAPEUTICS INC253,000$14.4M0.3%
79TSHATAYSHA GENE THERAPIES INC2.0M$13.6M0.3%
80BIIBBIOGEN INC61,600$13.3M0.2%
81RVMDREVOLUTION MEDICINES INC70,500$13.2M0.2%
82DNTHDIANTHUS THERAPEUTICS INC115,000$11.2M0.2%
83SPRBSPRUCE BIOSCIENCES INC200,000$10.8M0.2%
84LFSTLIFESTANCE HEALTH GROUP INC947,400$10.1M0.2%
85RVMDREVOLUTION MEDICINES INCCALL50,000$9.4M0.2%
86ERASERASCA INC495,900$9.1M0.2%
87TARAPROTARA THERAPEUTICS INC2.2M$8.5M0.2%
88KROSKEROS THERAPEUTICS INC759,155$8.1M0.2%
89JANXJANUX THERAPEUTICS INC524,700$8.1M0.1%
90TECXTECTONIC THERAPEUTIC INC226,600$7.8M0.1%
91ACETADICET BIO INC844,787$7.3M0.1%
92PHARVARIS N V205,400$7.1M0.1%
93ANROALTO NEUROSCIENCE INC257,852$6.8M0.1%
94ZNTLZENTALIS PHARMACEUTICALS INC1.4M$6.7M0.1%
95DRUGBRIGHT MINDS BIOSCIENCES INC93,000$6.5M0.1%
96PVLAPALVELLA THERAPEUTICS INC NECALL40,000$6.1M0.1%
97ALXOALX ONCOLOGY HLDGS INC2.9M$5.9M0.1%
98TVTX 0.5 05/15/32TRAVERE THERAPEUTICS INC5.0M$5.9M0.1%
99XLOXILIO THERAPEUTICS INC592,300$5.7M0.1%
100BCAXBICARA THERAPEUTICS INC191,100$5.7M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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