Q1 2026 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002369
$5.05B
Reported value
112
Positions
2026-03-31
Period end
The Brief · ORBIMED ADVISORS LLC · Q1 2026
AI · grounded in 13F
ORBIMED ADVISORS LLC established a new position in MDXH valued at $285.9M. The fund also opened new stakes in RCEL for $196.9M and AZN for $132.1M. On the sell side, the fund closed its position in 430 for a reduction of $86.9M and trimmed its holding in LLY by 21.38%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $488.8M | 9.69% | 15,518,492 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $312.0M | 6.18% | 7,959,538 | Common | SOLE |
| B5950S113 | MDXH | MDXHEALTH SA | $285.9M | 5.67% | 124,306,000 | CALL | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $217.8M | 4.32% | 236,800 | Common | NONE |
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $184.5M | 3.66% | 2,718,735 | Common | NONE |
| 05380C102 | RCEL | AVITA MEDICAL INC | $154.4M | 3.06% | 40,966,100 | CALL | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $149.5M | 2.96% | 2,382,100 | Common | NONE |
| 829401108 | SION | SIONNA THERAPEUTICS INC | $141.5M | 2.81% | 3,530,702 | Common | SOLE |
| G0593M107 | AZN | ASTRAZENECA PLC | $132.2M | 2.62% | 670,200 | Common | NONE |
| 62855J104 | MYGN | MYRIAD GENETICS INC | $122.9M | 2.44% | 125,000,000 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $108.6M | 2.15% | 3,637,887 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $104.8M | 2.08% | 7,165,006 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $100.0M | 1.98% | 136,900 | Common | NONE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $98.5M | 1.95% | 1,230,600 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $96.2M | 1.91% | 208,700 | Common | NONE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $80.5M | 1.60% | 15,219,994 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $79.8M | 1.58% | 663,400 | Common | NONE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $71.1M | 1.41% | 1,475,403 | Common | NONE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA INC | $69.8M | 1.38% | 3,027,328 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $68.3M | 1.35% | 1,067,550 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $66.6M | 1.32% | 8,288,510 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $64.2M | 1.27% | 948,267 | Common | NONE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $61.6M | 1.22% | 1,059,971 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $60.0M | 1.19% | 182,500 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $56.1M | 1.11% | 925,000 | Common | NONE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $55.6M | 1.10% | 2,052,900 | Common | NONE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $55.6M | 1.10% | 172,500 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $54.7M | 1.08% | 1,946,500 | Common | NONE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $52.9M | 1.05% | 2,917,884 | Common | NONE |
| 632307104 | NTRA | NATERA INC | $52.4M | 1.04% | 262,000 | Common | NONE |
| 00370M103 | ABVX | ABIVAX SA | $51.9M | 1.03% | 465,700 | Common | NONE |
| 91678A107 | UPB | UPSTREAM BIO INC | $51.2M | 1.02% | 5,693,589 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $50.4M | 1.00% | 265,800 | Common | NONE |
| 142152107 | CAI | CARIS LIFE SCIENCES INC | $50.2M | 0.99% | 2,806,811 | Common | NONE |
| 05380C102 | RCEL | AVITA MEDICAL INC | $42.5M | 0.84% | 41,044,895 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $41.6M | 0.82% | 181,977 | Common | NONE |
| 82024L103 | STTK | SHATTUCK LABS INC | $40.5M | 0.80% | 6,306,127 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $40.2M | 0.80% | 435,200 | Common | NONE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $39.4M | 0.78% | 119,000 | Common | NONE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $37.3M | 0.74% | 10,909,256 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $36.3M | 0.72% | 999,000 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC. | $36.2M | 0.72% | 213,921 | Common | NONE |
| N90064101 | QURE | UNIQURE NV | $34.9M | 0.69% | 2,136,149 | Common | NONE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $34.1M | 0.68% | 2,693,929 | Common | NONE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $33.6M | 0.67% | 114,700 | Common | NONE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $32.8M | 0.65% | 4,715,864 | Common | SOLE |
| 34962G208 | FBRX | FORTE BIOSCIENCES INC | $31.0M | 0.61% | 1,196,955 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $29.3M | 0.58% | 2,454,400 | Common | NONE |
| 29664W105 | ESPR | ESPERION THERAPEUTICS INC NE | $29.0M | 0.57% | 10,570,300 | Common | NONE |
| 641288105 | NPCE | NEUROPACE INC | $27.6M | 0.55% | 2,096,527 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $27.3M | 0.54% | 314,100 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $22.9M | 0.45% | 46,500 | Common | NONE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $22.5M | 0.45% | 962,300 | Common | NONE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $22.1M | 0.44% | 6,210,899 | Common | SOLE |
| 10950A106 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $21.2M | 0.42% | 497,800 | Common | NONE |
| 52886X107 | LXEO | LEXEO THERAPEUTICS INC | $20.7M | 0.41% | 3,602,450 | Common | SOLE |
| 869367201 | STRO | SUTRO BIOPHARMA INC | $20.0M | 0.40% | 801,144 | Common | SOLE |
| 640268306 | NKTR | NEKTAR THERAPEUTICS | $19.8M | 0.39% | 275,000 | Common | NONE |
| 23256X407 | HELP | CYBIN INC | $18.4M | 0.36% | 3,832,843 | Common | NONE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $17.8M | 0.35% | 69,100 | Common | NONE |
| 697947109 | PVLA | PALVELLA THERAPEUTICS INC NE | $16.8M | 0.33% | 134,600 | Common | NONE |
| 21833P301 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $16.3M | 0.32% | 1,737,287 | Common | NONE |
| M96088105 | URGN | UROGEN PHARMA LTD | $15.7M | 0.31% | 875,487 | Common | NONE |
| 24477V105 | DFTX | DEFINIUM THERAPEUTICS INC | $15.2M | 0.30% | 804,000 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $14.9M | 0.29% | 369,596 | Common | SOLE |
| 746964105 | QTTB | Q32 BIO INC | $14.5M | 0.29% | 2,252,987 | Common | SOLE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $14.4M | 0.28% | 4,166,000 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $14.0M | 0.28% | 39,900 | Common | NONE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $13.9M | 0.28% | 791,000 | Common | NONE |
| 30233G209 | EYPT | EYEPOINT INC | $13.8M | 0.27% | 1,069,147 | Common | NONE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $13.7M | 0.27% | 983,600 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $13.6M | 0.27% | 1,425,200 | Common | NONE |
| 055477103 | BCAX | BICARA THERAPEUTICS INC | $13.3M | 0.26% | 667,300 | Common | NONE |
| 09077V100 | BIOA | BIOAGE LABS INC | $12.4M | 0.25% | 711,811 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $12.4M | 0.25% | 322,100 | Common | NONE |
| 022307102 | ALMS | ALUMIS INC | $12.1M | 0.24% | 548,163 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $11.4M | 0.23% | 14,700 | Common | NONE |
| 14280C105 | CARL | CARLSMED INC | $11.3M | 0.22% | 1,252,600 | Common | NONE |
| 09062X103 | BIIB | BIOGEN INC | $11.3M | 0.22% | 61,600 | Common | NONE |
| N72482156 | QGEN | QIAGEN NV | $10.0M | 0.20% | 250,000 | CALL | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $8.7M | 0.17% | 180,599 | Common | NONE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $8.4M | 0.17% | 759,155 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $8.3M | 0.16% | 59,600 | Common | NONE |
| 427746102 | HRTX | HERON THERAPEUTICS INC | $7.9M | 0.16% | 9,816,940 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $7.1M | 0.14% | 475,165 | Common | SOLE |
| 878972108 | TECX | TECTONIC THERAPEUTIC INC | $7.0M | 0.14% | 226,600 | Common | SOLE |
| 007002207 | ACET | ADICET BIO INC | $7.0M | 0.14% | 1,027,944 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $6.4M | 0.13% | 1,150,646 | Common | NONE |
| 697947109 | PVLA | PALVELLA THERAPEUTICS INC NE | $6.2M | 0.12% | 50,000 | CALL | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $5.8M | 0.12% | 205,400 | Common | NONE |
| 00166B105 | ALXO | ALX ONCOLOGY HLDGS INC | $5.7M | 0.11% | 2,866,256 | Common | NONE |
| 228903100 | AORT | ARTIVION INC | $5.5M | 0.11% | 151,000 | Common | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $5.1M | 0.10% | 3,133,405 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $5.1M | 0.10% | 52,000 | Common | NONE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $4.9M | 0.10% | 1,318,026 | Common | NONE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $4.4M | 0.09% | 42,100 | Common | NONE |
| 696389402 | PALI | PALISADE BIO INC | $4.1M | 0.08% | 2,333,000 | Common | NONE |
| 02157Q109 | ANRO | ALTO NEUROSCIENCE INC | $3.8M | 0.07% | 167,500 | Common | NONE |
| 805111101 | SVRA | SAVARA INC | $3.5M | 0.07% | 635,000 | Common | NONE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $3.5M | 0.07% | 243,006 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $3.3M | 0.07% | 100,000 | CALL | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $3.3M | 0.07% | 49,100 | Common | NONE |
| 53228F101 | LFST | LIFESTANCE HEALTH GROUP INC | $3.2M | 0.06% | 500,000 | Common | SOLE |
| 10919W405 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $2.9M | 0.06% | 40,000 | Common | NONE |
| 008064206 | JBIO | JADE BIOSCIENCES INC | $2.6M | 0.05% | 185,011 | Common | SOLE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $2.3M | 0.04% | 856,353 | Common | NONE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $1.9M | 0.04% | 94,400 | Common | NONE |
| 45175G207 | IMA | IMAGENEBIO INC | $1.9M | 0.04% | 378,556 | Common | SOLE |
| 92840H400 | VTGN | VISTAGEN THERAPEUTICS INC | $1.7M | 0.03% | 3,060,000 | Common | NONE |
| 04650F101 | ATAI | ATAIBECKLEY INC | $1.2M | 0.02% | 347,000 | Common | SOLE |
| 19240QAA0 | COGT 1.625 11/15/31 | COGENT BIOSCIENCES INC | $1.2M | 0.02% | 1,000,000 | Common | NONE |
| 68232V884 | TRAW | TRAWS PHARMA INC | $1.1M | 0.02% | 605,531 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.