13F-HR filed by ORBIMED ADVISORS LLC
ORBIMED ADVISORS LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 129 holding rows worth $5,396,779,685.
- Accession
- 0001172661-26-003740
- Filer
- CIK 1055951
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 129 entries on the cover page, a total value of $5,396,779,685 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,396,779,685 with VALUE read as dollars as filed, 13F file number 028-06774. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerORBIMED CAPITAL LLC028-10410
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 15,518,492 | $630,516,330 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 6,776,632 | $343,914,074 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 257,900 | $309,332,997 | dollars as filed | |
| MBX BIOSCIENCES INC COM | 55287L101 | Stock | 3,428,736 | $189,266,227 | dollars as filed | |
| SINOVAC BIOTECH LTD | P8696W104 | SHS | 2,718,735 | $184,466,170 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 915,700 | $171,079,502 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 2,209,400 | $118,578,498 | dollars as filed | |
| SIONNA THERAPEUTICS INC | 829401108 | COMMON STOCK | 2,555,877 | $112,433,029 | dollars as filed | |
| CORVUS PHARMACEUTICALS INC | 221015100 | COM | 7,165,006 | $107,045,190 | dollars as filed | |
| ARRIVENT BIOPHARMA INC | 04272N102 | COM | 3,027,328 | $105,169,375 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 583,700 | $87,572,511 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 92,880 | $86,171,278 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 663,400 | $85,246,900 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 1,807,486 | $83,252,805 | dollars as filed | |
| PRAXIS PRECISION MEDICINES I | 74006W207 | COM NEW | 230,100 | $77,035,179 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 834,900 | $75,525,054 | dollars as filed | |
| PRELUDE THERAPEUTICS INC | 74065P101 | CMN | 13,724,571 | $73,151,963 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 546,522 | $72,829,522 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 3,235,684 | $71,864,542 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 262,000 | $71,119,900 | dollars as filed | |
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 972,800 | $69,117,440 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 161,100 | $66,957,993 | dollars as filed | |
| ARS PHARMACEUTICALS INC | 82835W108 | COM | 8,288,510 | $66,390,965 | dollars as filed | |
| ASCENDIS PHARMA A/S | K08588103 | ORD SHS *A* | 244,456 | $65,201,304 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 164,100 | $65,183,802 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 1,681,300 | $65,066,310 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 1,483,200 | $63,302,976 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 157,900 | $62,793,672 | dollars as filed | |
| MINERALYS THERAPEUTICS INC | 603170101 | COM | 2,110,300 | $56,935,894 | dollars as filed | |
| Odyssey Therapeutics, Inc. | 67613T104 | COMMON STOCK | 3,001,198 | $56,152,415 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 892,471 | $53,869,550 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 2,042,000 | $53,541,240 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 925,000 | $53,298,500 | dollars as filed | |
| Q32 BIO INC | 746964105 | Common Stock | 4,127,987 | $52,590,554 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 159,100 | $50,091,044 | dollars as filed | |
| CARIS LIFE SCIENCES INC | 142152107 | COMMON STOCK | 2,806,811 | $50,017,372 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 300,000 | $47,475,000 | dollars as filed | put |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 90,700 | $45,473,352 | dollars as filed | |
| PALVELLA THERAPEUTICS INC | 697947109 | COMMON STOCK | 292,360 | $44,678,455 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 114,700 | $44,357,931 | dollars as filed | |
| SHATTUCK LABS INC | 82024L103 | COMMON STOCK | 6,306,127 | $43,764,521 | dollars as filed | |
| UPSTREAM BIO INC | 91678A107 | COMMON STOCK | 5,693,589 | $39,399,636 | dollars as filed | |
| CRINETICS PHARMACEUTICALS INC COM | 22663K107 | Stock | 999,000 | $37,382,580 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 322,900 | $35,851,587 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 1,542,000 | $33,708,120 | dollars as filed | |
| FORTE BIOSCIENCES INC | 34962G208 | COMMON STOCK | 1,577,705 | $33,526,231 | dollars as filed | |
| COMPASS THERAPEUTICS INC | 20454B104 | COM | 15,219,994 | $33,331,787 | dollars as filed | |
| NEKTAR THERAPEUTICS | 640268306 | COMMON STOCK | 465,346 | $32,485,804 | dollars as filed | |
| KRYSTAL BIOTECH INC COM | 501147102 | Stock | 83,200 | $30,922,944 | dollars as filed | |
| 0 | 000000000 | 0 | 5,680,186 | $30,275,391 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 117,578 | $28,779,567 | dollars as filed | |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | G52694109 | Stock | 420,600 | $26,897,370 | dollars as filed | |
| TREVI THERAPEUTICS INC COM | 89532M101 | Stock | 1,430,293 | $26,674,964 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 200,000 | $26,652,000 | dollars as filed | call |
| DISC MEDICINE INC COM | 254604101 | Stock | 357,535 | $26,150,110 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 70,600 | $25,345,400 | dollars as filed | |
| RELMADA THERAPEUTICS INC | 75955J402 | COMMON STOCK | 3,631,195 | $25,127,869 | dollars as filed | |
| UROGEN PHARMA LTD | M96088105 | COMMON STOCK | 676,187 | $24,883,682 | dollars as filed | |
| SUTRO BIOPHARMA INC | 869367201 | COMMON STOCK | 743,944 | $24,698,941 | dollars as filed | |
| SAVARA INC | 805111101 | COM | 3,959,900 | $24,392,984 | dollars as filed | |
| NEUROPACE INC | 641288105 | COMMON STOCK | 1,505,125 | $23,916,436 | dollars as filed | |
| AURA BIOSCIENCES INC | 05153U107 | COMMON STOCK | 3,333,333 | $23,666,664 | dollars as filed | |
| ORIC PHARMACEUTICALS INC | 68622P109 | COM | 2,015,000 | $21,822,450 | dollars as filed | |
| CYBIN INC | 23256X407 | COM NEW | 3,271,400 | $21,623,954 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 1,852,000 | $18,520,000 | dollars as filed | |
| BIOAGE LABS INC COM | 09077V100 | Stock | 752,153 | $18,435,270 | dollars as filed | |
| PROTAGONIST THERAPEUTICS | 74366E102 | COM | 150,000 | $18,387,000 | dollars as filed | call |
| LEXEO THERAPEUTICS INC | 52886X107 | COMMON STOCK | 3,947,850 | $18,377,242 | dollars as filed | |
| WHITEHAWK THERAPEUTICS INC | 00032Q104 | CMN | 3,934,296 | $18,019,076 | dollars as filed | |
| DEFINIUM THERAPEUTICS INC | 24477V105 | COM SHS | 365,400 | $17,188,416 | dollars as filed | |
| SPYRE THERAPEUTICS INC | 00773J202 | COM NEW | 186,145 | $16,525,953 | dollars as filed | |
| CORBUS PHARMACEUTICALS | 21833P301 | COM NEW | 1,737,287 | $16,295,752 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 369,596 | $15,859,364 | dollars as filed | |
| ALUMIS INC | 022307102 | COM | 548,163 | $15,425,307 | dollars as filed | |
| EYEPOINT INC COM NEW | 30233G209 | Stock | 1,069,147 | $15,288,802 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 40,300 | $15,114,112 | dollars as filed | |
| MONOPAR THERAPEUTICS INC | 61023L207 | COMMON STOCK | 157,423 | $14,575,796 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 253,000 | $14,372,930 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 2,000,000 | $13,620,000 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 61,600 | $13,309,296 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 70,500 | $13,203,240 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 115,000 | $11,210,200 | dollars as filed | |
| SPRUCE BIOSCIENCES INC | 85209E208 | COM NEW | 200,000 | $10,800,000 | dollars as filed | |
| LIFESTANCE HEALTH GROUP INC | 53228F101 | COM | 947,400 | $10,146,654 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 50,000 | $9,364,000 | dollars as filed | call |
| ERASCA INC COM | 29479A108 | Stock | 495,900 | $9,084,888 | dollars as filed | |
| PROTARA THERAPEUTICS INC | 74365U107 | COM STK | 2,220,000 | $8,480,400 | dollars as filed | |
| KEROS THERAPEUTICS INC COM | 492327101 | Stock | 759,155 | $8,122,959 | dollars as filed | |
| JANUX THERAPEUTICS INC | 47103J105 | COM | 524,700 | $8,059,392 | dollars as filed | |
| TECTONIC THERAPEUTIC INC | 878972108 | COMMON STOCK | 226,600 | $7,789,375 | dollars as filed | |
| ADICET BIO INC | 007002207 | COM NEW | 844,787 | $7,298,960 | dollars as filed | |
| PHARVARIS NV | N69605108 | COMMON STOCK | 205,400 | $7,102,732 | dollars as filed | |
| ALTO NEUROSCIENCE INC COM SHS | 02157Q109 | Stock | 257,852 | $6,804,714 | dollars as filed | |
| ZENTALIS PHARMACEUTICALS INC | 98943L107 | COMMON STOCK | 1,390,576 | $6,744,294 | dollars as filed | |
| BRIGHT MINDS BIOSCIENCES INC | 10919W405 | COMMON STOCK | 93,000 | $6,528,600 | dollars as filed | |
| PALVELLA THERAPEUTICS INC | 697947109 | COMMON STOCK | 40,000 | $6,112,800 | dollars as filed | call |
| ALX ONCOLOGY HOLDINGS INC | 00166B105 | COMMON STOCK | 2,866,256 | $5,933,150 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422GAB3 | NOTE 0.500% 5/1 | 5,000,000 | $5,894,350 | dollars as filed | principal |
| XILIO THERAPEUTICS INC | 98422T209 | COM | 592,300 | $5,674,234 | dollars as filed | |
| BICARA THERAPEUTICS INC | 055477103 | COM | 191,100 | $5,673,759 | dollars as filed | |
| IMAGENEBIO INC | 45175G207 | CMN | 909,269 | $5,364,687 | dollars as filed | |
| PROTAGONIST THERAPEUTICS | 74366E102 | COM | 42,100 | $5,160,618 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 17,000 | $5,117,510 | dollars as filed | |
| PALISADE BIO INC | 696389402 | COMMON STOCK | 2,333,000 | $4,875,970 | dollars as filed | |
| REVOLUTION MEDICINES INC | 76155XAA8 | NOTE 0.500% 5/0 | 3,500,000 | $4,379,725 | dollars as filed | principal |
| ATAIBECKLEY INC | 04650F101 | COM SHS | 797,500 | $4,202,825 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 10,000 | $4,156,300 | dollars as filed | call |
| PTC THERAPEUTICS INC | 69366J200 | COM | 49,100 | $4,005,087 | dollars as filed | |
| ARTIVION INC | 228903100 | COM | 175,000 | $3,932,250 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 10,000 | $3,867,300 | dollars as filed | call |
| NEUMORA THERAPEUTICS INC. | 640979100 | COM | 2,139,882 | $3,637,799 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 137,000 | $3,466,100 | dollars as filed | |
| AMYLYX PHARMACEUTICALS INC | 03237H101 | COM | 183,400 | $3,293,864 | dollars as filed | |
| TYRA BIOSCIENCES INC | 90240B106 | COMMON STOCK | 102,000 | $3,257,880 | dollars as filed | |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 76,616 | $3,192,589 | dollars as filed | |
| AGOMAB THERAPEUTICS NV | 00860C102 | SPONSORED ADS | 192,740 | $2,501,765 | dollars as filed | |
| TARSUS PHARMACEUTICALS INC | 87650L103 | COMMON STOCK | 35,581 | $2,239,468 | dollars as filed | |
| ACLARIS THERAPEUTICS INC COM | 00461U105 | Stock | 421,500 | $2,229,735 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 25,800 | $2,197,902 | dollars as filed | |
| INSPIREMD INC | 45779A846 | COM | 3,133,405 | $2,193,697 | dollars as filed | |
| OCULAR THERAPEUTIX INC | 67576A100 | COM | 220,000 | $2,160,400 | dollars as filed | |
| EVOMMUNE INC | 30054Y107 | COMMON STOCK | 161,000 | $2,139,690 | dollars as filed | |
| BELITE BIO INC | 07782B104 | CMN | 13,300 | $2,048,001 | dollars as filed | |
| OVID THERAPEUTICS INC | 690469101 | COMMON STOCK | 747,000 | $2,009,430 | dollars as filed | |
| EUPRAXIA PHARMACEUTICALS INC | 29842P105 | COM 298736 AL 3 EURONET WORLDWIDE INC NOTE 0.750% 3/1 | 269,000 | $1,778,090 | dollars as filed | |
| SELLAS LIFE SCIENCES GROUP I | 81642T209 | COM NEW | 92,500 | $1,365,300 | dollars as filed | put |
| COGENT BIOSCIENCES INC | 19240QAA0 | NOTE 1.625%11/1 | 1,000,000 | $1,227,500 | dollars as filed | principal |
| VIRIDIAN THERAPEUTICS INC | 92790CAB0 | NOTE 1.750% 5/1 | 1,000,000 | $1,072,670 | dollars as filed | principal |
| TRAWS PHARMA INC | 68232V884 | COM NEW | 1,203,260 | $1,014,709 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003740 | this filing | 2026-08-14 | acceptance time not in the bulk data set |