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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 98 项
建仓 11
增持 33
减持 26
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
MRK
MERCK & CO INC
-$136.4M
0
-100%
减持
XBI
SPDR SER TR
-$103.0M
111,800
-89%
清仓
HCA
HCA HEALTHCARE INC
-$100.1M
0
-100%
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。
建仓
—
BIOHAVEN PHARMACTL HLDG CO L
+$85.3M
719,034
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$80.1M
2,607,700
-40%
增持
—
MIRATI THERAPEUTICS INC
-$75.2M
1,630,500
+14%
清仓
—
SINOVAC BIOTECH LTD
-$72.7M
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$71.7M
0
-100%
增持
NTRA
NATERA INC
-$61.0M
1,745,385
+23%
建仓
—
GLOBAL BLOOD THERAPEUTICS IN
+$56.3M
1,626,600
建仓
ARGX
ARGENX SE
+$53.5M
169,800
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$50.9M
1,647,030
+91%
增持
PFE
PFIZER INC
+$47.7M
3,905,500
+49%
减持
—
TURNING POINT THERAPEUTICS I
-$46.3M
2,018,950
-4%
减持
—
MEIRAGTX HLDGS PLC
-$42.8M
3,296,666
-12%
清仓
—
OAK STR HEALTH INC
-$42.8M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$40.1M
400,200
-39%
减持
—
HORIZON THERAPEUTICS PUB L
-$38.3M
2,196,555
-12%
清仓
—
SELECT MED HLDGS CORP
-$36.3M
0
-100%
增持
GH
GUARDANT HEALTH INC
-$35.0M
1,325,400
+8%
减持
—
89BIO INC
-$35.0M
3,658,869
-2%
减持
—
THERAVANCE BIOPHARMA INC
-$34.9M
3,254,713
-46%
减持
BSX
BOSTON SCIENTIFIC CORP
-$32.1M
4,599,500
-17%
清仓
CTKB
CYTEK BIOSCIENCES INC
-$31.4M
0
-100%
增持
—
SIERRA ONCOLOGY INC
+$30.9M
1,964,770
+33%
减持
BIIB
BIOGEN INC
-$30.4M
117,900
-49%
增持
THC
TENET HEALTHCARE CORP
+$29.6M
628,300
+110%
清仓
—
IMMUNOGEN INC
-$28.7M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$26.9M
534,200
+43%
减持
LKFT
GALAPAGOS NV
-$26.6M
208,225
-71%
减持
PMVP
PMV PHARMACEUTICALS INC
-$26.6M
6,855,423
-6%
减持
ORIC
ORIC PHARMACEUTICALS INC
-$23.2M
2,087,568
-11%
增持
—
KINNATE BIOPHARMA INC
-$22.7M
4,043,629
+5%
增持
—
PASSAGE BIO INC
-$21.5M
7,331,999
+5%
清仓
—
APPLIED THERAPEUTICS INC
-$20.7M
0
-100%
增持
SIBN
SI-BONE INC
+$19.7M
3,139,247
+36%
增持
EVH
EVOLENT HEALTH INC
+$19.3M
1,400,000
+49%
增持
HUM
HUMANA INC
+$18.5M
381,700
+20%
清仓
—
CURIS INC
-$17.3M
0
-100%
增持
—
THESEUS PHARMACEUTICALS INC
-$17.0M
17,041,668
+1%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$16.5M
227,600
减持
EW
EDWARDS LIFESCIENCES CORP
-$15.7M
1,051,300
-2%
清仓
LAB
FLUIDIGM CORP DEL
-$15.0M
0
-100%
建仓
—
BRIDGEBIO PHARMA INC
+$14.4M
30,000,000
增持
UNH
UNITEDHEALTH GROUP INC
+$14.0M
294,200
+9%
增持
IVVD
ADAGIO THERAPEUTICS INC
-$13.1M
5,056,000
+1%
增持
ACRS
ACLARIS THERAPEUTICS INC
+$12.9M
1,579,900
+60%
建仓
—
BRIDGEBIO PHARMA INC
+$12.0M
20,000,000
建仓
—
SIGNIFY HEALTH INC
+$11.3M
620,700
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$10.5M
6,633,006
+5%
增持
PCVX
VAXCYTE INC
+$10.5M
1,513,659
+38%
清仓
—
PROMETHEUS BIOSCIENCES INC
-$9.9M
0
-100%
增持
—
SINGULAR GENOMICS SYSTEMS IN
-$9.8M
2,300,792
+9%
清仓
CVRX
CVRX INC
-$8.8M
0
-100%
增持
XTNT
XTANT MED HLDGS INC
+$8.8M
72,943,918
+0%
减持
CTMX
CYTOMX THERAPEUTICS INC
-$8.2M
2,124,975
-34%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.0M
120,600
+27%
清仓
GOSS
GOSSAMER BIO INC
-$7.7M
0
-100%
清仓
NAUT
NAUTILUS BIOTECHNOLOGY INC
-$7.5M
0
-100%
增持
—
HARPOON THERAPEUTICS INC
-$6.8M
3,039,508
+5%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$6.3M
0
-100%
增持
—
NANOSTRING TECHNOLOGIES INC
+$6.1M
1,157,387
+43%
增持
ALXO
ALX ONCOLOGY HLDGS INC
+$6.0M
621,700
+199%
清仓
—
SYROS PHARMACEUTICALS INC
-$6.0M
0
-100%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
-$5.9M
2,158,300
+9%
建仓
—
ALBIREO PHARMA INC
+$5.8M
194,000
减持
DXCM
DEXCOM INC
-$5.4M
149,900
-2%
减持
CGEM
CULLINAN ONCOLOGY INC
-$5.4M
670,787
-17%
清仓
NRIX
NURIX THERAPEUTICS INC
-$5.3M
0
-100%
增持
—
SEAGEN INC
-$5.2M
667,700
+2%
清仓
—
HEALTH SCIENCES ACQ CORP 2
-$5.0M
0
-100%
清仓
IPSC
CENTURY THERAPEUTICS INC
-$4.9M
0
-100%
减持
—
DANAHER CORPORATION
-$4.7M
8,039
-20%
增持
—
UNIQURE NV
+$4.5M
919,249
+57%
清仓
—
INFLARX NV
-$4.2M
0
-100%
建仓
IMCR
IMMUNOCORE HLDGS PLC
+$3.8M
128,100
减持
ABBV
ABBVIE INC
+$3.7M
915,600
-14%
清仓
—
INOZYME PHARMA INC
-$3.6M
0
-100%
清仓
WHWK
AADI BIOSCIENCE INC
-$3.1M
0
-100%
减持
—
AEROVATE THERAPEUTICS INC
+$3.0M
509,949
-5%
减持
—
FIELD TRIP HEALTH LTD
-$3.0M
576,930
-62%
建仓
—
VIGIL NEUROSCIENCE INC
+$2.9M
411,191
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$2.7M
875,515
-6%
清仓
—
SURFACE ONCOLOGY INC
-$2.2M
0
-100%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$2.2M
39,100
-33%
减持
SYK
STRYKER CORPORATION
-$2.2M
457,100
-2%
清仓
—
BRIGHT MINDS BIOSCIENCES INC
-$2.1M
0
-100%
清仓
ADAG
ADAGENE INC
-$2.1M
0
-100%
清仓
—
CATALYST BIOSCIENCES INC
-$1.6M
0
-100%
增持
XENE
XENON PHARMACEUTICALS INC
+$1.3M
686,000
+9%
增持
—
MERSANA THERAPEUTICS INC
+$1.1M
4,788,900
+66%
减持
—
APTINYX INC
-$779.0K
538,500
-28%
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$595.0K
27,000
增持
—
VECTIVBIO HLDG AG
-$541.0K
5,330,704
+2%
减持
—
ASLAN PHARMACEUTICALS LTD
-$459.0K
1,941,219
-1%
清仓
—
AUGMEDIX INC
-$278.0K
0
-100%
增持
CABA
CABALETTA BIO INC
+$25.0K
577,509
+91%
增持
—
RAPT THERAPEUTICS INC
-$25.0K
361,300
+66%
