13FBOX
ORBIMED ADVISORS LLC · 13F Holdings
Options Calculator Rankings

ORBIMED ADVISORS LLC

No.922 Data as of 2026Q2
Latest AUM (Q2 2026)
$5.30B
QoQ Change Q1 2026
+$255.2M+5.1%
Holdings
123
New Buys
36
Adds
35
Reduces
26
Exits
23
Unchanged
26
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EDGEWISE THERAPEUTICS INCEWTX
11.9%9.69%$630.5M15.5M$488.8M15.5M00.00%Unchanged
EENLIVEN THERAPEUTICS INCELVN
6.49%6.18%$343.9M6.8M$312.0M8.0M-1.2M-14.86%Reduce
ELI LILLY & COLLY
5.84%4.32%$309.3M257,900$217.8M236,800+21,100+8.91%Add
MMBX BIOSCIENCES INCMBX
3.57%2.15%$189.3M3.4M$108.6M3.6M-209,151-5.75%Reduce
ASTRAZENECA PLCAZN
3.23%2.62%$171.1M915,700$132.2M670,200+245,500+36.63%Add
STRUCTURE THERAPEUTICS INCGPCR
2.24%1.41%$118.6M2.2M$71.1M1.5M+733,997+49.75%Add
SSIONNA THERAPEUTICS INCSION
2.12%2.81%$112.4M2.6M$141.5M3.5M-974,825-27.61%Reduce
CORVUS PHARMACEUTICALS ICRVS
2.02%2.08%$107.0M7.2M$104.8M7.2M00.00%Unchanged
AARRIVENT BIOPHARMA INCAVBP
1.98%1.38%$105.2M3.0M$69.8M3.0M00.00%Unchanged
00
1.93%0.44%$102.2M5.7M$22.1M6.2M-530,713-8.54%Reduce
ABIVAX SAABVX
1.88%1.03%$99.5M746,522$51.9M465,700+280,822+60.30%Add
GUARDANT HEALTH INCGH
1.65%0.8%$87.6M583,700$40.2M435,200+148,500+34.12%Add
ARGENX SE SPONSORED ADRARGX
1.63%1.98%$86.2M92,880$100.0M136,900-44,020-32.15%Reduce
MERCK & CO INCMRK
1.61%1.58%$85.2M663,400$79.8M663,40000.00%Unchanged
UNIQURE NVQURE
1.57%0.69%$83.3M1.8M$34.9M2.1M-328,663-15.39%Reduce
PRAXIS PRECISION MEDICINES IPRAX
1.45%1.1%$77.0M230,100$55.6M172,500+57,600+33.39%Add
EDWARDS LIFESCIENCES CORPEW
1.42%1.95%$75.5M834,900$98.5M1.2M-395,700-32.16%Reduce
PPRELUDE THERAPEUTICS INC COMPRLD
1.38%0.74%$73.2M13.7M$37.3M10.9M+2.8M+25.81%Add
DDYNE THERAPEUTICS INCDYN
1.36%1.05%$71.9M3.2M$52.9M2.9M+317,800+10.89%Add
NATERA INCNTRA
1.34%1.04%$71.1M262,000$52.4M262,00000.00%Unchanged
UNITEDHEALTH GROUP INCUNH
1.34%$71.1M171,100$00+171,100New Buy
CG ONCOLOGY INCCGON
1.3%1.27%$69.1M972,800$64.2M948,267+24,533+2.59%Add
AARS PHARMACEUTICALS INCSPRY
1.25%1.32%$66.4M8.3M$66.6M8.3M00.00%Unchanged
AASCENDIS PHARMA A/S SPONSORED ADRASND
1.23%0.82%$65.2M244,456$41.6M181,977+62,479+34.33%Add
HUMANA INC COMHUM
1.23%$65.2M164,100$00+164,100New Buy
COGENT BIOSCIENCES INCCOGT
1.23%0.25%$65.1M1.7M$12.4M322,100+1.4M+421.98%Add
BOSTON SCIENTIFIC CORP COMBSX
1.19%2.96%$63.3M1.5M$149.5M2.4M-898,900-37.74%Reduce
INTUITIVE SURGICAL INCISRG
1.18%1.91%$62.8M157,900$96.2M208,700-50,800-24.34%Reduce
MINERALYS THERAPEUTICS INCMLYS
1.07%1.1%$56.9M2.1M$55.6M2.1M+57,400+2.80%Add
OODYSSEY THERAPEUTICS INCODTX
1.06%$56.2M3.0M$00+3.0MNew Buy
XENON PHARMACEUTICALS INCXENE
1.02%1.22%$53.9M892,471$61.6M1.1M-167,500-15.80%Reduce
ARCUTIS BIOTHERAPEUTICS INCARQT
1.01%$53.5M2.0M$00+2.0MNew Buy
BRISTOL-MYERS SQUIBB COBMY
1.01%1.11%$53.3M925,000$56.1M925,00000.00%Unchanged
QQ32 BIO INC COMQTTB
0.99%0.29%$52.6M4.1M$14.5M2.3M+1.9M+83.22%Add
PALVELLA THERAPEUTICS INC NEPVLA
0.96%0.46%$50.8M332,360$23.0M184,600+147,760+80.04%Add
STRYKER CORPORATIONSYK
0.95%1.19%$50.1M159,100$60.0M182,500-23,400-12.82%Reduce
CCARIS LIFE SCIENCES INC COMCAI
0.94%0.99%$50.0M2.8M$50.2M2.8M00.00%Unchanged
ELEVANCE HEALTH INC FORMERLYELV
0.91%0.67%$48.2M124,700$33.6M114,700+10,000+8.72%Add
SSTATE STREET SPDR S&P BIOTECH ETFXBI
0.9%$47.5M300,000$00+300,000New Buy
TTHERMO FISHER SCIENTIFIC INCTMO
0.86%0.45%$45.5M90,700$22.9M46,500+44,200+95.05%Add
SSHATTUCK LABS INCSTTK
0.83%0.8%$43.8M6.3M$40.5M6.3M00.00%Unchanged
UPSTREAM BIO INC COMUPB
0.74%1.02%$39.4M5.7M$51.2M5.7M00.00%Unchanged
CCRINETICS PHARMACEUTICALS INCRNX
0.71%0.72%$37.4M999,000$36.3M999,00000.00%Unchanged
RHYTHM PHARMACEUTICALS INCRYTM
0.68%0.54%$35.9M322,900$27.3M314,100+8,800+2.80%Add
SYNDAX PHARMACEUTICALS INCSNDX
0.64%0.45%$33.7M1.5M$22.5M962,300+579,700+60.24%Add
FFORTE BIOSCIENCES INCFBRX
0.63%0.61%$33.5M1.6M$31.0M1.2M+380,750+31.81%Add
CCOMPASS THERAPEUTICS INCCMPX
0.63%1.6%$33.3M15.2M$80.5M15.2M00.00%Unchanged
NEKTAR THERAPEUTICS COM NEWNKTR
0.61%0.39%$32.5M465,346$19.8M275,000+190,346+69.22%Add
KRYSTAL BIOTECH INCKRYS
0.58%0.35%$30.9M83,200$17.8M69,100+14,100+20.41%Add
AXSOME THERAPEUTICS INC.AXSM
0.54%0.72%$28.8M117,578$36.2M213,921-96,343-45.04%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow