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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
$4.42B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 99 项
建仓 29
增持 28
减持 26
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
IVVD
ADAGIO THERAPEUTICS INC
+$227.4M
5,383,500
减持
—
SPRINGWORKS THERAPEUTICS INC
-$115.7M
6,028,307
-0%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$96.7M
660,800
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$78.7M
0
-100%
减持
—
ACUTUS MED INC
-$69.6M
2,648,386
-52%
清仓
—
ASCENDIS PHARMA A/S
-$58.9M
0
-100%
减持
NTRA
NATERA INC
-$58.3M
1,572,800
-24%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$55.7M
877,400
-18%
减持
BSX
BOSTON SCIENTIFIC CORP
-$53.5M
5,833,600
-19%
减持
ABCL
ABCELLERA BIOLOGICS INC
-$53.1M
4,180,768
-33%
减持
ELV
ANTHEM INC
-$51.0M
207,100
-38%
建仓
HCA
HCA HEALTHCARE INC
+$47.0M
193,800
减持
—
DECIPHERA PHARMACEUTICALS IN
-$46.5M
2,183,143
-34%
建仓
ERAS
ERASCA INC
+$46.0M
2,167,341
建仓
—
SEAGEN INC
+$45.5M
268,000
增持
BIIB
BIOGEN INC
+$42.9M
234,200
+247%
建仓
CTKB
CYTEK BIOSCIENCES INC
+$41.2M
1,923,139
增持
—
MIRATI THERAPEUTICS INC
+$38.7M
1,373,200
+9%
减持
NVAX
NOVAVAX INC
-$33.1M
45,580
-77%
清仓
—
TRILLIUM THERAPEUTICS INC
-$32.2M
0
-100%
建仓
—
CYBIN INC
+$29.5M
13,447,121
清仓
ARCT
ARCTURUS THERAPEUTICS HLDGS
-$28.7M
0
-100%
清仓
—
ALEXION PHARMACEUTICALS INC
-$27.7M
0
-100%
增持
—
THERAVANCE BIOPHARMA INC
-$22.6M
5,895,159
+29%
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$22.4M
414,300
增持
LKFT
GALAPAGOS NV
+$22.2M
723,457
+213%
增持
ABBV
ABBVIE INC
+$21.7M
1,420,600
+22%
减持
—
APTOSE BIOSCIENCES INC
-$21.0M
2,594,348
-68%
建仓
THC
TENET HEALTHCARE CORP
+$20.7M
311,700
减持
—
KALA PHARMACEUTICALS INC
-$20.0M
3,438,998
-37%
减持
RPTX
REPARE THERAPEUTICS INC
-$19.7M
3,322,488
-3%
建仓
EVH
EVOLENT HEALTH INC
+$18.4M
595,000
减持
XENE
XENON PHARMACEUTICALS INC
-$17.6M
477,000
-64%
建仓
HUMA
HUMACYTE INC
+$17.4M
1,500,000
增持
—
ALPINE IMMUNE SCIENCES INC
+$15.9M
4,081,592
+33%
建仓
RXST
RXSIGHT INC
+$15.8M
1,250,000
增持
—
CRISPR THERAPEUTICS AG
-$15.4M
612,700
+18%
建仓
—
DICE THERAPEUTICS INC
+$14.4M
440,000
清仓
RLAY
RELAY THERAPEUTICS INC
-$12.8M
0
-100%
清仓
ALEC
ALECTOR INC
-$12.7M
0
-100%
清仓
—
CUREVAC N V
-$12.5M
0
-100%
减持
—
HORIZON THERAPEUTICS PUB L
+$12.3M
2,610,355
-11%
减持
CRVS
CORVUS PHARMACEUTICALS INC
+$12.1M
6,943,654
-14%
增持
—
MERSANA THERAPEUTICS INC
-$10.8M
2,888,847
+3%
增持
—
GRAPHITE BIO INC
-$10.2M
1,449,904
+31%
减持
—
VISTAGEN THERAPEUTICS INC
-$10.2M
12,909,283
-11%
建仓
WHWK
AADI BIOSCIENCES INC
+$10.2M
346,262
增持
LUNG
PULMONX CORP
+$10.1M
435,000
+248%
减持
PGNY
PROGYNY INC
-$9.4M
1,270,045
-7%
增持
NRIX
NURIX THERAPEUTICS INC
+$9.4M
578,583
+93%
清仓
—
AERPIO PHARMACEUTICALS INC
-$8.8M
0
-100%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$8.6M
110,900
建仓
REGN
REGENERON PHARMACEUTICALS
+$8.2M
13,560
清仓
—
SUTRO BIOPHARMA INC
-$8.1M
0
-100%
清仓
GLUE
MONTE ROSA THERAPEUTICS INC
-$7.9M
0
-100%
增持
—
KEZAR LIFE SCIENCES INC
+$7.9M
1,263,400
+127%
清仓
DYN
DYNE THERAPEUTICS INC
-$7.4M
0
-100%
增持
XBI
SPDR SER TR
+$7.3M
1,065,700
+14%
清仓
—
OTONOMY INC
-$7.2M
0
-100%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$7.1M
53,200
增持
SIBN
SI-BONE INC
+$7.1M
2,248,000
+72%
建仓
—
FIELD TRIP HEALTH LTD
+$7.0M
1,538,470
建仓
—
SURFACE ONCOLOGY INC
+$6.9M
909,666
建仓
—
OWLET INC
+$6.7M
1,200,000
减持
NAUT
NAUTILUS BIOTECHNOLOGY INC
-$6.7M
1,452,774
-6%
减持
—
MAGENTA THERAPEUTICS INC
-$6.1M
1,892,953
-7%
清仓
VERV
VERVE THERAPEUTICS INC
-$6.0M
0
-100%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$5.5M
1,192,015
-3%
增持
ACRS
ACLARIS THERAPEUTICS INC
+$5.4M
651,783
+80%
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$5.2M
135,000
增持
—
JOUNCE THERAPEUTICS INC
+$5.1M
2,655,600
+24%
清仓
OGN
ORGANON & CO
-$5.1M
0
-100%
增持
PCVX
VAXCYTE INC
+$5.0M
1,034,665
+9%
减持
—
ASLAN PHARMACEUTICALS LTD
-$4.8M
1,970,000
-22%
建仓
SGHT
SIGHT SCIENCES INC
+$4.5M
200,000
建仓
RGEN
REPLIGEN CORP
+$4.3M
14,724
增持
—
UNIQURE NV
+$4.2M
585,574
+24%
增持
—
BIOMX INC
-$4.0M
2,813,489
+22%
增持
—
SYNLOGIC INC
+$4.0M
6,029,995
+63%
减持
—
LANDOS BIOPHARMA INC
-$3.7M
283,217
-58%
建仓
CABA
CABALETTA BIO INC
+$3.7M
302,509
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$3.6M
190,600
增持
—
IMARA INC
-$3.6M
4,386,568
+61%
减持
—
STRONGBRIDGE BIOPHARMA PLC
-$3.6M
794,675
-54%
减持
—
BELLUS HEALTH INC NEW
+$2.7M
2,454,800
-38%
减持
DXCM
DEXCOM INC
-$2.3M
228,000
-23%
增持
CVRX
CVRX INC
+$2.0M
799,861
+100%
增持
—
CATALYST BIOSCIENCES INC
+$2.0M
2,711,600
+28%
增持
—
ONCOCYTE CORP
-$1.9M
2,856,000
+36%
减持
LAB
FLUIDIGM CORP DEL
+$1.6M
4,599,571
-1%
增持
—
IMMUNOGEN INC
-$781.0K
14,897,914
+15%
增持
—
CHINOOK THERAPEUTICS INC
-$706.0K
1,420,637
+7%
建仓
—
PHASEBIO PHARMACEUTICALS INC
+$551.0K
177,113
建仓
—
APTINYX INC
+$359.0K
153,285
建仓
—
ASTRAZENECA PLC
+$312.0K
5,200
增持
CTMX
CYTOMX THERAPEUTICS INC
-$305.0K
1,821,868
+20%
建仓
—
OWLET INC
+$207.0K
220,704
增持
—
INOZYME PHARMA INC
+$191.0K
294,000
+56%
清仓
—
PURPLE BIOTECH LTD
-$86.0K
0
-100%