ORBIMED ADVISORS LLC

Name: ORBIMED ADVISORS LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1055951.

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Reported value$5.40bn
Positions129

Holdings: 129 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

ORBIMED ADVISORS LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Put or call	Change on the quarter before
Edgewise Therapeutics IncEWTX	COM	28036F105	631	11.7%	15,518,492		Unchanged
Enliven Therapeutics IncELVN	COM	29337E102	344	6.4%	6,776,632		Reduced−1,182,906
ELI Lilly & CoLLY	COM	532457108	309	5.7%	257,900		Added+21,100
MBX Biosciences IncMBX	COM	55287L101	189	3.5%	3,428,736		Reduced−209,151
Sinovac Biotech Ltd	SHS	P8696W104	184	3.4%	2,718,735		Unchanged
Astrazeneca plc	ORD	G0593M107	171	3.2%	915,700		Added+245,500
Structure Therapeutics IncGPCR	SPONSORED ADS	86366E106	119	2.2%	2,209,400		Added+733,997
Sionna Therapeutics IncSION	COM	829401108	112	2.1%	2,555,877		Reduced−974,825
Corvus Pharmaceuticals IncCRVS	COM	221015100	107	2.0%	7,165,006		Unchanged
Arrivent Biopharma IncAVBP	COM	04272N102	105	1.9%	3,027,328		Unchanged
Guardant Health IncGH	COM	40131M109	87.6	1.6%	583,700		Added+148,500
Argenx SEARGX	SPONSORED ADR	04016X101	86.2	1.6%	92,880		Reduced−44,020
Merck & Co IncMRK	COM	58933Y105	85.2	1.6%	663,400		Unchanged
Uniqure NV	SHS	N90064101	83.3	1.5%	1,807,486		Reduced−328,663
Praxis Precision Medicines IPRAX	COM NEW	74006W207	77.0	1.4%	230,100		Added+57,600
Edwards Lifesciences CorpEW	COM	28176E108	75.5	1.4%	834,900		Reduced−395,700
Prelude Therapeutics IncPRLD	COM	74065P101	73.2	1.4%	13,724,571		Added+2,815,315
Abivax SAABVX	SPONSORED ADS	00370M103	72.8	1.3%	546,522		Added+80,822
Dyne Therapeutics IncDYN	COM	26818M108	71.9	1.3%	3,235,684		Added+317,800
Natera IncNTRA	COM	632307104	71.1	1.3%	262,000		Unchanged
CG Oncology IncCGON	COM	156944100	69.1	1.3%	972,800		Added+24,533
Unitedhealth Group IncUNH	COM	91324P102	67.0	1.2%	161,100		New+161,100
ARS Pharmaceuticals IncSPRY	COM	82835W108	66.4	1.2%	8,288,510		Unchanged
Ascendis Pharma A/S	ORD SHS	K08588103	65.2	1.2%	244,456		New+244,456
Humana IncHUM	COM	444859102	65.2	1.2%	164,100		New+164,100
Cogent Biosciences IncCOGT	COM	19240Q201	65.1	1.2%	1,681,300		Added+1,359,200
Boston Scientific CorpBSX	COM	101137107	63.3	1.2%	1,483,200		Reduced−898,900
Intuitive Surgical IncISRG	COM NEW	46120E602	62.8	1.2%	157,900		Reduced−50,800
Mineralys Therapeutics IncMLYS	COM	603170101	56.9	1.1%	2,110,300		Added+57,400
Odyssey Therapeutics IncODTX	COMMON STOCK	67613T104	56.2	1.0%	3,001,198		New+3,001,198
Xenon Pharmaceuticals IncXENE	COM	98420N105	53.9	1.0%	892,471		Reduced−167,500
Arcutis Biotherapeutics IncARQT	COM	03969K108	53.5	1.0%	2,042,000		New+2,042,000
Bristol-Myers Squibb CoBMY	COM	110122108	53.3	1.0%	925,000		Unchanged
Q32 Bio IncQTTB	COM	746964105	52.6	1.0%	4,127,987		Added+1,875,000
Stryker CorporationSYK	COM	863667101	50.1	0.9%	159,100		Reduced−23,400
Caris Life Sciences IncCAI	COM	142152107	50.0	0.9%	2,806,811		Unchanged
SPDR Series Trust	ST STR SP BIOT	78464A870	47.5	0.9%	300,000	Put	New+300,000
Thermo Fisher Scientific IncTMO	COM	883556102	45.5	0.8%	90,700		Added+44,200
Palvella Therapeutics Inc NePVLA	COM	697947109	44.7	0.8%	292,360		Added+157,760
Elevance Health Inc FormerlyELV	COM	036752103	44.4	0.8%	114,700		Unchanged
Shattuck Labs IncSTTK	COM	82024L103	43.8	0.8%	6,306,127		Unchanged
Upstream Bio IncUPB	COM	91678A107	39.4	0.7%	5,693,589		Unchanged
Crinetics Pharmaceuticals in	COM	22663K107	37.4	0.7%	999,000		Unchanged
Rhythm Pharmaceuticals IncRYTM	COM	76243J105	35.9	0.7%	322,900		Added+8,800
Syndax Pharmaceuticals IncSNDX	COM	87164F105	33.7	0.6%	1,542,000		Added+579,700
Forte Biosciences Inc	COM NEW	34962G208	33.5	0.6%	1,577,705		Added+380,750
Compass Therapeutics IncCMPX	COM	20454B104	33.3	0.6%	15,219,994		Unchanged
Nektar TherapeuticsNKTR	COM NEW	640268306	32.5	0.6%	465,346		Added+190,346
Krystal Biotech IncKRYS	COM	501147102	30.9	0.6%	83,200		Added+14,100
Prelude Therapeutics Inc	NON VOTING	000000000	30.3	0.6%	5,680,186		Reduced−530,713
Axsome Therapeutics Inc.AXSM	COM	05464T104	28.8	0.5%	117,578		Reduced−96,343
Kiniksa Pharmaceuticals International	ORD SHS CL A	G52694109	26.9	0.5%	420,600		Added+240,001
Trevi Therapeutics IncTRVI	COM	89532M101	26.7	0.5%	1,430,293		Reduced−1,024,107
Abivax SAABVX	SPONSORED ADS	00370M103	26.7	0.5%	200,000	Call	New+200,000
Disc Medicine IncIRON	COM	254604101	26.2	0.5%	357,535		Reduced−710,015
West Pharmaceutical SVSC IncWST	COM	955306105	25.3	0.5%	70,600		New+70,600
Relmada Therapeutics IncRLMD	COM	75955J402	25.1	0.5%	3,631,195		Reduced−1,084,669
Urogen Pharma Ltd	COM	M96088105	24.9	0.5%	676,187		Reduced−199,300
Sutro Biopharma IncSTRO	COM SHS	869367201	24.7	0.5%	743,944		Reduced−57,200
Savara IncSVRA	COM	805111101	24.4	0.5%	3,959,900		Added+3,324,900
Neuropace IncNPCE	COM	641288105	23.9	0.4%	1,505,125		Reduced−591,402
Aura Biosciences IncAURA	COM	05153U107	23.7	0.4%	3,333,333		New+3,333,333
Oric Pharmaceuticals IncORIC	COM	68622P109	21.8	0.4%	2,015,000		Reduced−678,929
Cybin Inc	COM NEW	23256X407	21.6	0.4%	3,271,400		Reduced−561,443
Biocryst Pharmaceuticals IncBCRX	COM	09058V103	18.5	0.3%	1,852,000		Added+426,800
Bioage Labs IncBIOA	COM	09077V100	18.4	0.3%	752,153		Added+40,342
Protagonist Therapeutics IncPTGX	COM	74366E102	18.4	0.3%	150,000	Call	New+150,000
Lexeo Therapeutics IncLXEO	COM	52886X107	18.4	0.3%	3,947,850		Added+345,400
Whitehawk Therapeutics IncWHWK	COM	00032Q104	18.0	0.3%	3,934,296		Reduced−231,704
Definium Therapeutics IncDFTX	COM SHS	24477V105	17.2	0.3%	365,400		Reduced−438,600
Spyre Therapeutics IncSYRE	COM NEW	00773J202	16.5	0.3%	186,145		New+186,145
Corbus Pharmaceuticals HoldingsCRBP	COM NEW	21833P301	16.3	0.3%	1,737,287		Unchanged
Vera Therapeutics IncVERA	CL A	92337R101	15.9	0.3%	369,596		Unchanged
Alumis IncALMS	COM	022307102	15.4	0.3%	548,163		Unchanged
Eyepoint IncEYPT	COM NEW	30233G209	15.3	0.3%	1,069,147		Unchanged
Waters CorpWAT	COM	941848103	15.1	0.3%	40,300		New+40,300
Monopar Therapeutics IncMNPR	COM NEW	61023L207	14.6	0.3%	157,423		New+157,423
Travere Therapeutics IncTVTX	COM	89422G107	14.4	0.3%	253,000		New+253,000
Taysha Gene Therapies IncTSHA	COM SHS	877619106	13.6	0.3%	2,000,000		New+2,000,000
Biogen IncBIIB	COM	09062X103	13.3	0.2%	61,600		Unchanged
Revolution Medicines IncRVMD	COM	76155X100	13.2	0.2%	70,500		Added+18,500
Dianthus Therapeutics IncDNTH	COM	252828108	11.2	0.2%	115,000		New+115,000
Spruce Biosciences IncSPRB	COM NEW	85209E208	10.8	0.2%	200,000		New+200,000
Lifestance Health Group IncLFST	COM	53228F101	10.1	0.2%	947,400		Added+447,400
Revolution Medicines IncRVMD	COM	76155X100	9.4	0.2%	50,000	Call	New+50,000
Erasca IncERAS	COM	29479A108	9.1	0.2%	495,900		New+495,900
Protara Therapeutics IncTARA	COM STK	74365U107	8.5	0.2%	2,220,000		New+2,220,000
Keros Therapeutics IncKROS	COM	492327101	8.1	0.2%	759,155		Unchanged
Janux Therapeutics IncJANX	COM	47103J105	8.1	0.1%	524,700		Reduced−458,900
Tectonic Therapeutic IncTECX	COM	878972108	7.8	0.1%	226,600		Unchanged
Adicet Bio IncACET	COM NEW	007002207	7.3	0.1%	844,787		Reduced−183,157
Pharvaris N V	COM	N69605108	7.1	0.1%	205,400		Unchanged
Alto Neuroscience IncANRO	COM SHS	02157Q109	6.8	0.1%	257,852		Added+90,352
Zentalis Pharmaceuticals IncZNTL	COM	98943L107	6.7	0.1%	1,390,576		New+1,390,576
Bright Minds Biosciences IncDRUG	COM NEW	10919W405	6.5	0.1%	93,000		Added+53,000
Palvella Therapeutics Inc NePVLA	COM	697947109	6.1	0.1%	40,000	Call	Reduced−10,000
ALX Oncology Holdings IncALXO	COM	00166B105	5.9	0.1%	2,866,256		Unchanged
Travere Therapeutics Inc	NOTE 0.500% 5/1	89422GAB3	5.9	0.1%	$5,000,000 principal		New+5,000,000
Xilio Therapeutics IncXLO	COM	98422T209	5.7	0.1%	592,300		New+592,300
Bicara Therapeutics IncBCAX	COM	055477103	5.7	0.1%	191,100		Reduced−476,200
Imagenebio IncIMA	COM	45175G207	5.4	<0.1%	909,269		Added+530,713
Protagonist Therapeutics IncPTGX	COM	74366E102	5.2	<0.1%	42,100		Unchanged
Alnylam Pharmaceuticals IncALNY	COM	02043Q107	5.1	<0.1%	17,000		Reduced−102,000
Palisade Bio IncPALI	COM	696389402	4.9	<0.1%	2,333,000		Unchanged
Revolution Medicines Inc	NOTE 0.500% 5/0	76155XAA8	4.4	<0.1%	$3,500,000 principal		New+3,500,000
Ataibeckley Inc	COM SHS	04650F101	4.2	<0.1%	797,500		Added+450,500
Unitedhealth Group IncUNH	COM	91324P102	4.2	<0.1%	10,000	Call	New+10,000
PTC Therapeutics IncPTCT	COM	69366J200	4.0	<0.1%	49,100		Unchanged
Artivion IncAORT	COM	228903100	3.9	<0.1%	175,000		Added+24,000
Elevance Health Inc FormerlyELV	COM	036752103	3.9	<0.1%	10,000	Call	New+10,000
Neumora Therapeutics Inc.NMRA	COM	640979100	3.6	<0.1%	2,139,882		New+2,139,882
Acadia Pharmaceuticals IncACAD	COM	004225108	3.5	<0.1%	137,000		New+137,000
Amylyx Pharmaceuticals IncAMLX	COM	03237H101	3.3	<0.1%	183,400		New+183,400
Tyra Biosciences IncTYRA	COM	90240B106	3.3	<0.1%	102,000		New+102,000
Rapport Therapeutics IncRAPP	COM	75383L102	3.2	<0.1%	76,616		New+76,616
Agomab Therapeutics NVAGMB	SPONSORED ADS	00860C102	2.5	<0.1%	192,740		New+192,740
Tarsus Pharmaceuticals IncTARS	COM	87650L103	2.2	<0.1%	35,581		New+35,581
Aclaris Therapeutics IncACRS	COM	00461U105	2.2	<0.1%	421,500		New+421,500
Cytokinetics IncCYTK	COM NEW	23282W605	2.2	<0.1%	25,800		New+25,800
Inspiremd IncNSPR	COM	45779A846	2.2	<0.1%	3,133,405		Unchanged
Ocular Therapeutix IncOCUL	COM	67576A100	2.2	<0.1%	220,000		New+220,000
Evommune IncEVMN	COM SHS	30054Y107	2.1	<0.1%	161,000		New+161,000
Belite Bio IncBLTE	SPONSORED ADS	07782B104	2.0	<0.1%	13,300		New+13,300
Ovid Therapeutics IncOVID	COM	690469101	2.0	<0.1%	747,000		New+747,000
Eupraxia Pharmaceuticals IncEPRX	COM	29842P105	1.8	<0.1%	269,000		New+269,000
Sellas Life Sciences Group ISLS	COM NEW	81642T209	1.4	<0.1%	92,500	Put	New+92,500
Cogent Biosciences Inc	NOTE 1.625%11/1	19240QAA0	1.2	<0.1%	$1,000,000 principal		Unchanged
Viridian Therapeutics Inc	NOTE 1.750% 5/1	92790CAB0	1.1	<0.1%	$1,000,000 principal		New+1,000,000
Traws Pharma IncTRAW	COM NEW	68232V884	1.0	<0.1%	1,203,260		Added+597,729

Sold out: 26 positions

Held at the end of the quarter before and not reported this quarter.

ORBIMED ADVISORS LLC, positions sold out
Issuer	Class	CUSIP	Weight	Shares	Put or call	Change on the quarter before
ADC Therapeutics SA	SHS	H0036K147	0.0%	0		Sold out−1,318,026
Alignment Healthcare IncALHC	COM	01625V104	0.0%	0		Sold out−791,000
Amgen IncAMGN	COM	031162100	0.0%	0		Sold out−39,900
Ascendis Pharma A/S	SPONSORED ADR	04351P101	0.0%	0		Sold out−181,977
Avalo Therapeutics IncAVTX	COM NEW	05338F306	0.0%	0		Sold out−475,165
Avita Medical IncRCEL	COM	05380C102	0.0%	0		Sold out−544,895
Avita Medical IncRCEL	COM	05380C102	0.0%	0	Call	Sold out−40,966,100
Avita Medical IncRCEL	COM	05380C102	0.0%	$0 principal		Sold out−40,500,000
Brightspring Health SVCS IncBTSG	COM	10950A106	0.0%	0		Sold out−497,800
C4 Therapeutics IncCCCC	COM STK	12529R107	0.0%	0		Sold out−856,353
Carlsmed IncCARL	COM	14280C105	0.0%	0		Sold out−1,252,600
Compass Pathways plcCMPS	SPONSORED ADS	20451W101	0.0%	0		Sold out−1,150,646
Cullinan Therapeutics IncCGEM	COM	230031106	0.0%	0		Sold out−243,006
Danaher Corp DelDHR	COM	235851102	0.0%	0		Sold out−265,800
Esperion Therapeutics Inc Ne	COM	29664W105	0.0%	0		Sold out−10,570,300
Gilead Sciences IncGILD	COM	375558103	0.0%	0		Sold out−59,600
Heron Therapeutics IncHRTX	COM	427746102	0.0%	0		Sold out−9,816,940
Jade Biosciences IncJBIO	COM NEW	008064206	0.0%	0		Sold out−185,011
Kalvista Pharmaceuticals Inc	COM	483497103	0.0%	0		Sold out−94,400
Mdxhealth SA	SHS NEW	B5950S113	0.0%	0	Call	Sold out−124,306,000
Myriad Genetics IncMYGN	COM	62855J104	0.0%	$0 principal		Sold out−125,000,000
Pfizer IncPFE	COM	717081103	0.0%	0		Sold out−1,946,500
Qiagen NV	ORD SHARES	N72482156	0.0%	0	Call	Sold out−250,000
Regeneron PharmaceuticalsREGN	COM	75886F107	0.0%	0		Sold out−14,700
Soleno Therapeutics Inc	COM	834203309	0.0%	0	Call	Sold out−100,000
Vistagen Therapeutics IncVTGN	COM	92840H400	0.0%	0		Sold out−3,060,000

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003740 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.