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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 116 项
建仓 13
增持 34
减持 44
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
—
THESEUS PHARMACEUTICALS INC
+$213.5M
16,838,668
减持
IVVD
ADAGIO THERAPEUTICS INC
-$191.2M
4,983,500
-7%
建仓
PFE
PFIZER INC
+$154.4M
2,615,400
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。
减持
MRK
MERCK & CO INC
-$144.0M
1,779,300
-52%
清仓
ELV
ANTHEM INC
-$77.2M
0
-100%
清仓
—
DECIPHERA PHARMACEUTICALS IN
-$74.2M
0
-100%
增持
—
ADICET BIO INC
+$73.5M
7,447,141
+3%
清仓
PGNY
PROGYNY INC
-$71.1M
0
-100%
建仓
CMPX
COMPASS THERAPEUTICS INC
+$68.6M
21,642,975
清仓
—
CRISPR THERAPEUTICS AG
-$68.6M
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$67.5M
860,880
+676%
减持
—
TURNING POINT THERAPEUTICS I
-$56.4M
2,106,450
-11%
增持
—
SEAGEN INC
+$55.9M
655,600
+145%
减持
—
IMMUNOGEN INC
-$55.8M
3,868,786
-74%
增持
—
TRICIDA INC
+$53.7M
10,280,947
+7%
增持
HCA
HCA HEALTHCARE INC
+$53.0M
389,500
+101%
减持
NTRA
NATERA INC
-$43.2M
1,413,985
-10%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$42.9M
6,337,700
-5%
减持
DXCM
DEXCOM INC
-$42.6M
152,900
-33%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$39.7M
1,981,300
+940%
增持
SYK
STRYKER CORPORATION
+$35.5M
465,300
+38%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$35.0M
931,915
-22%
减持
—
MEIRAGTX HLDGS PLC
+$34.4M
3,727,466
-9%
增持
—
MIRATI THERAPEUTICS INC
-$33.7M
1,426,400
+4%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$27.7M
3,196,876
+7%
建仓
—
VENTYX BIOSCIENCES INC
+$25.6M
1,289,280
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$25.0M
564,300
-15%
增持
—
THERAVANCE BIOPHARMA INC
+$22.4M
5,974,535
+1%
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$22.3M
0
-100%
清仓
—
CTI BIOPHARMA CORP
-$22.2M
0
-100%
减持
XBI
SPDR SER TR
-$20.9M
1,009,700
-5%
减持
ERAS
ERASCA INC
-$20.0M
1,667,693
-23%
减持
—
BURNING ROCK BIOTECH LTD
-$19.3M
1,452,402
-22%
减持
JANX
JANUX THERAPEUTICS INC
-$19.0M
2,836,386
-18%
清仓
—
VERRICA PHARMACEUTICALS INC
-$18.5M
0
-100%
减持
—
AEGLEA BIOTHERAPEUTICS INC
-$17.9M
2,956,124
-26%
清仓
HUMA
HUMACYTE INC
-$17.4M
0
-100%
建仓
—
DANAHER CORPORATION
+$17.4M
10,000
减持
HUM
HUMANA INC
+$17.3M
318,300
-5%
减持
BSX
BOSTON SCIENTIFIC CORP
-$17.3M
5,552,300
-5%
建仓
ILMN
ILLUMINA INC
+$17.2M
45,100
减持
—
CYBIN INC
-$17.0M
10,524,300
-22%
清仓
—
FLEXION THERAPEUTICS INC
-$16.9M
0
-100%
增持
—
APPLIED THERAPEUTICS INC
-$16.8M
2,313,681
+2%
减持
—
HORIZON THERAPEUTICS PUB L
-$16.5M
2,500,055
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$16.2M
271,000
-30%
减持
LAB
FLUIDIGM CORP DEL
-$15.3M
3,819,348
-17%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$14.6M
658,100
-25%
清仓
—
DICE THERAPEUTICS INC
-$14.4M
0
-100%
增持
—
VECTIVBIO HLDG AG
-$13.9M
5,223,804
+2%
减持
—
OAK STR HEALTH INC
-$13.7M
1,290,300
-3%
减持
CGEM
CULLINAN ONCOLOGY INC
-$13.4M
805,041
-30%
增持
XENE
XENON PHARMACEUTICALS INC
+$12.4M
631,000
+32%
减持
NRIX
NURIX THERAPEUTICS INC
-$12.0M
184,468
-68%
减持
EW
EDWARDS LIFESCIENCES CORP
+$11.9M
1,076,200
-4%
建仓
—
SONENDO INC
+$11.3M
1,968,180
减持
BIIB
BIOGEN INC
-$11.0M
230,200
-2%
清仓
—
KEZAR LIFE SCIENCES INC
-$10.9M
0
-100%
增持
—
CURIS INC
-$10.3M
3,634,800
+3%
清仓
MAPS
WM TECHNOLOGY INC
-$10.2M
0
-100%
减持
—
SELECT MED HLDGS CORP
-$9.7M
1,233,600
-3%
减持
—
CATALYST BIOSCIENCES INC
-$9.6M
1,729,402
-36%
清仓
NVAX
NOVAVAX INC
-$9.4M
0
-100%
清仓
—
KALA PHARMACEUTICALS INC
-$9.0M
0
-100%
减持
ABBV
ABBVIE INC
-$8.5M
1,068,800
-25%
清仓
—
CONVEY HLDG PARENT INC
-$8.4M
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$8.2M
0
-100%
建仓
—
RAPT THERAPEUTICS INC
+$8.0M
217,000
建仓
GOSS
GOSSAMER BIO INC
+$7.7M
683,000
增持
EVH
EVOLENT HEALTH INC
+$7.5M
938,000
+58%
增持
—
NANOSTRING TECHNOLOGIES INC
+$7.4M
807,100
+45%
减持
WHWK
AADI BIOSCIENCE INC
-$7.1M
127,600
-63%
清仓
—
OWLET INC
-$6.7M
0
-100%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$6.7M
406,100
-2%
增持
ALXO
ALX ONCOLOGY HLDGS INC
-$6.6M
207,600
+38%
清仓
NBTX
NANOBIOTIX SA
-$5.7M
0
-100%
清仓
—
APTOSE BIOSCIENCES INC
-$5.7M
0
-100%
减持
IPSC
CENTURY THERAPEUTICS INC
-$5.4M
307,047
-25%
清仓
PRCT
PROCEPT BIOROBOTICS CORP
-$5.2M
0
-100%
减持
—
CHINOOK THERAPEUTICS INC
+$5.0M
1,418,300
-0%
减持
—
SURFACE ONCOLOGY INC
-$4.6M
467,945
-49%
增持
CTMX
CYTOMX THERAPEUTICS INC
+$4.6M
3,214,509
+76%
增持
ISRG
INTUITIVE SURGICAL INC
-$4.5M
373,800
+168%
减持
CVRX
CVRX INC
-$4.4M
723,055
-10%
增持
—
GRAPHITE BIO INC
-$4.3M
1,565,812
+8%
清仓
RGEN
REPLIGEN CORP
-$4.3M
0
-100%
增持
—
JOUNCE THERAPEUTICS INC
+$4.1M
2,859,900
+8%
增持
—
MAGENTA THERAPEUTICS INC
-$3.8M
2,250,953
+19%
减持
THC
TENET HEALTHCARE CORP
+$3.7M
299,000
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.4M
4,339,800
-4%
减持
—
BELLUS HEALTH INC NEW
-$3.3M
1,454,800
-41%
增持
SIBN
SI-BONE INC
+$3.0M
2,305,300
+3%
增持
ACRS
ACLARIS THERAPEUTICS INC
+$2.6M
985,900
+51%
增持
—
ONCOCYTE CORP
-$2.6M
3,493,800
+22%
增持
TARA
PROTARA THERAPEUTICS INC
+$2.5M
830,641
+85%
建仓
—
EXSCIENTIA PLC
+$2.5M
125,000
建仓
—
BRIGHT MINDS BIOSCIENCES INC
+$2.1M
660,600
增持
—
SINGULAR GENOMICS SYSTEMS IN
+$2.0M
2,104,359
+5%
减持
ADAG
ADAGENE INC
-$1.8M
263,176
-4%
增持
—
GH RESEARCH PLC
+$1.8M
1,428,732
+0%
增持
—
APTINYX INC
+$1.6M
749,500
+389%
清仓
—
STRONGBRIDGE BIOPHARMA PLC
-$1.6M
0
-100%
建仓
PYXS
PYXIS ONCOLOGY INC
+$1.6M
143,640
减持
LKFT
GALAPAGOS NV
+$1.5M
717,257
-1%
减持
—
INFLARX NV
+$1.4M
875,297
-18%
增持
—
HARPOON THERAPEUTICS INC
+$1.3M
2,903,508
+11%
增持
—
9 METERS BIOPHARMA INC
-$1.1M
10,275,887
+20%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$697.0K
58,700
-9%
清仓
—
WM TECHNOLOGY INC
-$649.0K
0
-100%
清仓
—
PHASEBIO PHARMACEUTICALS INC
-$551.0K
0
-100%
清仓
—
ASTRAZENECA PLC
-$312.0K
0
-100%
建仓
—
AUGMEDIX INC
+$278.0K
88,363
增持
RXST
RXSIGHT INC
-$274.0K
1,383,500
+11%
增持
—
INOZYME PHARMA INC
+$184.0K
526,600
+79%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$170.0K
94,700
-14%
增持
PCVX
VAXCYTE INC
-$159.0K
1,096,700
+6%
