小隐寺数据中心API 小隐寺主站

ORBIMED ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

ORBIMED ADVISORS LLC

报告期 2026-03-31 · CIK 0001055951

持仓数

112

前50大市值合计

$4.42B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

EWTX EDGEWISE THERAPEUTICS INC

COM

$488.8M

15,518,492

11.1%

ELVN ENLIVEN THERAPEUTICS INC

COM

$312.0M

7,959,538

7.1%

— MDXHEALTH SA

SHS NEW · 认购

$285.9M

124,306,000

6.5%

LLY ELI LILLY & CO

COM

$217.8M

236,800

4.9%

— SINOVAC BIOTECH LTD

SHS

$184.5M

2,718,735

4.2%

RCEL AVITA MEDICAL INC

COM · 认购

$154.4M

40,966,100

3.5%

BSX BOSTON SCIENTIFIC CORP

COM

$149.5M

2,382,100

3.4%

SION SIONNA THERAPEUTICS INC

COM

$141.5M

3,530,702

3.2%

— ASTRAZENECA PLC

ORD

$132.2M

670,200

3.0%

MYGN MYRIAD GENETICS INC

COM

$122.9M

125,000,000

2.8%

MBX MBX BIOSCIENCES INC

COM

$108.6M

3,637,887

2.5%

CRVS CORVUS PHARMACEUTICALS INC

COM

$104.8M

7,165,006

2.4%

ARGX ARGENX SE

SPONSORED ADR

$100.0M

136,900

2.3%

EW EDWARDS LIFESCIENCES CORP

COM

$98.5M

1,230,600

2.2%

ISRG INTUITIVE SURGICAL INC

COM NEW

$96.2M

208,700

2.2%

CMPX COMPASS THERAPEUTICS INC

COM

$80.5M

15,219,994

1.8%

MRK MERCK & CO INC

COM

$79.8M

663,400

1.8%

GPCR STRUCTURE THERAPEUTICS INC

SPONSORED ADS

$71.1M

1,475,403

1.6%

AVBP ARRIVENT BIOPHARMA INC

COM

$69.8M

3,027,328

1.6%

IRON DISC MEDICINE INC

COM

$68.3M

1,067,550

1.5%

SPRY ARS PHARMACEUTICALS INC

COM

$66.6M

8,288,510

1.5%

CGON CG ONCOLOGY INC

COM

$64.2M

948,267

1.5%

XENE XENON PHARMACEUTICALS INC

COM

$61.6M

1,059,971

1.4%

SYK STRYKER CORPORATION

COM

$60.0M

182,500

1.4%

BMY BRISTOL-MYERS SQUIBB CO

COM

$56.1M

925,000

1.3%

MLYS MINERALYS THERAPEUTICS INC

COM

$55.6M

2,052,900

1.3%

PRAX PRAXIS PRECISION MEDICINES I

COM NEW

$55.6M

172,500

1.3%

PFE PFIZER INC

COM

$54.7M

1,946,500

1.2%

DYN DYNE THERAPEUTICS INC

COM

$52.9M

2,917,884

1.2%

NTRA NATERA INC

COM

$52.4M

262,000

1.2%

ABVX ABIVAX SA

SPONSORED ADS

$51.9M

465,700

1.2%

UPB UPSTREAM BIO INC

COM

$51.2M

5,693,589

1.2%

DHR DANAHER CORP DEL

COM

$50.4M

265,800

1.1%

CAI CARIS LIFE SCIENCES INC

COM

$50.2M

2,806,811

1.1%

RCEL AVITA MEDICAL INC

COM

$42.5M

41,044,895

1.0%

— ASCENDIS PHARMA A/S

SPONSORED ADR

$41.6M

181,977

0.9%

STTK SHATTUCK LABS INC

COM

$40.5M

6,306,127

0.9%

GH GUARDANT HEALTH INC

COM

$40.2M

435,200

0.9%

ALNY ALNYLAM PHARMACEUTICALS INC

COM

$39.4M

119,000

0.9%

PRLD PRELUDE THERAPEUTICS INC

COM

$37.3M

10,909,256

0.8%

CRNX CRINETICS PHARMACEUTICALS IN

COM

$36.3M

999,000

0.8%

AXSM AXSOME THERAPEUTICS INC.

COM

$36.2M

213,921

0.8%

— UNIQURE NV

SHS

$34.9M

2,136,149

0.8%

ORIC ORIC PHARMACEUTICALS INC

COM

$34.1M

2,693,929

0.8%

ELV ELEVANCE HEALTH INC FORMERLY

COM

$33.6M

114,700

0.8%

RLMD RELMADA THERAPEUTICS INC

COM

$32.8M

4,715,864

0.7%

FBRX FORTE BIOSCIENCES INC

COM NEW

$31.0M

1,196,955

0.7%

TRVI TREVI THERAPEUTICS INC

COM

$29.3M

2,454,400

0.7%

ESPR ESPERION THERAPEUTICS INC NE

COM

$29.0M

10,570,300

0.7%

NPCE NEUROPACE INC

COM

$27.6M

2,096,527

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

EWTX11.1%ELVN7.1%MDXHEALTH SA6.5%LLY4.9%SINOVAC BIOTECH LTD4.2%RCEL3.5%