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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 102 项
建仓 14
增持 31
减持 33
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
—
HORIZON THERAPEUTICS PUB L
-$168.2M
0
-100%
清仓
—
TURNING POINT THERAPEUTICS I
-$151.4M
0
-100%
建仓
—
THIRD HARMONIC BIO INC
+$109.6M
5,779,071
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
—
SIERRA ONCOLOGY INC
-$108.0M
0
-100%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$100.0M
918,500
+4493%
减持
—
BIOHAVEN PHARMACTL HLDG CO L
-$79.0M
170,769
-76%
清仓
—
GLOBAL BLOOD THERAPEUTICS IN
-$65.3M
0
-100%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$50.1M
250,500
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$48.4M
2,800,000
-41%
减持
ABBV
ABBVIE INC
-$42.0M
600,000
-25%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$40.9M
202,200
+78%
增持
BIIB
BIOGEN INC
+$37.2M
224,600
+101%
增持
—
BELLUS HEALTH INC NEW
+$35.6M
4,634,900
+219%
增持
—
TERNS PHARMACEUTICALS INC
+$34.7M
7,481,204
+97%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$31.2M
14,567,176
+3%
减持
PFE
PFIZER INC
-$30.1M
2,599,000
-5%
增持
—
MIRATI THERAPEUTICS INC
+$25.9M
1,418,892
+30%
增持
PGNY
PROGYNY INC
+$23.9M
1,134,053
+81%
增持
—
SEAGEN INC
-$22.7M
787,600
+7%
增持
ARGX
ARGENX SE
+$21.7M
269,700
+39%
清仓
GILD
GILEAD SCIENCES INC
-$17.8M
0
-100%
增持
IONS
IONIS PHARMACEUTICALS INC
+$17.2M
768,900
+70%
增持
EVH
EVOLENT HEALTH INC
+$17.1M
1,994,717
+12%
减持
EW
EDWARDS LIFESCIENCES CORP
-$16.3M
966,300
-4%
建仓
—
2SEVENTY BIO INC
+$15.2M
1,041,300
增持
XTNT
XTANT MED HLDGS INC
+$14.7M
73,114,592
+0%
建仓
—
VERASTEM INC
+$14.6M
17,200,000
增持
—
RAPT THERAPEUTICS INC
+$14.3M
1,251,070
+44%
清仓
AMGN
AMGEN INC
-$13.9M
0
-100%
增持
—
UNIQURE NV
+$13.7M
1,597,000
+83%
增持
—
KALVISTA PHARMACEUTICALS INC
+$13.3M
1,042,000
+462%
清仓
REGN
REGENERON PHARMACEUTICALS
-$13.1M
0
-100%
清仓
—
IVERIC BIO INC
-$13.1M
0
-100%
清仓
—
SIGNIFY HEALTH INC
-$12.4M
0
-100%
清仓
—
THERAVANCE BIOPHARMA INC
-$12.4M
0
-100%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$12.4M
896,545
+6%
增持
TVTX
TRAVERE THERAPEUTICS INC
+$12.2M
1,253,130
+62%
减持
BSX
BOSTON SCIENTIFIC CORP
-$11.9M
3,898,200
-11%
清仓
—
VISTAGEN THERAPEUTICS INC
-$11.8M
0
-100%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$11.7M
2,007,458
-28%
清仓
MIST
MILESTONE PHARMACEUTICALS IN
-$11.2M
0
-100%
增持
ACRS
ACLARIS THERAPEUTICS INC
+$11.0M
2,758,434
+19%
清仓
—
DANAHER CORPORATION
-$10.6M
0
-100%
建仓
—
CINCOR PHARMA INC
+$10.3M
314,202
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$10.2M
2,584,900
+3%
增持
ALXO
ALX ONCOLOGY HLDGS INC
+$9.8M
2,871,000
+31%
减持
GH
GUARDANT HEALTH INC
+$9.7M
992,400
-8%
减持
PCVX
VAXCYTE INC
-$9.7M
967,900
-36%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.5M
267,200
-5%
清仓
ERAS
ERASCA INC
-$9.3M
0
-100%
减持
—
SPRINGWORKS THERAPEUTICS INC
+$9.2M
5,525,926
-8%
建仓
RCUS
ARCUS BIOSCIENCES INC
+$7.9M
303,000
减持
—
VENTYX BIOSCIENCES INC
-$7.9M
225,000
-83%
增持
—
X4 PHARMACEUTICALS INC
+$7.3M
5,026,817
+266%
增持
—
CHINOOK THERAPEUTICS INC
+$6.7M
2,029,300
+7%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$6.0M
970,860
+353%
减持
ABCL
ABCELLERA BIOLOGICS INC
-$5.8M
4,180,768
-6%
增持
—
AEROVATE THERAPEUTICS INC
+$5.7M
795,000
+66%
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$5.5M
521,891
+87%
减持
RXST
RXSIGHT INC
-$5.0M
1,202,833
-13%
清仓
IMCR
IMMUNOCORE HLDGS PLC
-$4.9M
0
-100%
清仓
—
NANOSTRING TECHNOLOGIES INC
-$4.9M
0
-100%
建仓
LLY
LILLY ELI & CO
+$4.8M
15,000
建仓
HRTX
HERON THERAPEUTICS INC
+$4.7M
1,123,000
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$4.7M
1,717,310
+1%
清仓
CTMX
CYTOMX THERAPEUTICS INC
-$3.9M
0
-100%
清仓
NVAX
NOVAVAX INC
-$3.9M
0
-100%
减持
—
VOR BIOPHARMA INC
-$3.7M
111,808
-87%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.5M
572,700
+11%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
+$3.5M
2,006,500
-14%
增持
—
KEZAR LIFE SCIENCES INC
+$3.5M
1,771,700
+25%
建仓
AMRX
AMNEAL PHARMACEUTICALS INC
+$3.2M
1,583,490
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$3.0M
0
-100%
减持
—
HARPOON THERAPEUTICS INC
-$2.9M
3,025,908
-0%
减持
—
ADICET BIO INC
-$2.8M
7,447,140
-0%
建仓
DYN
DYNE THERAPEUTICS INC
+$2.8M
220,400
减持
XBI
SPDR SER TR
-$2.2M
76,400
-32%
清仓
—
9 METERS BIOPHARMA INC
-$2.2M
0
-100%
减持
SYK
STRYKER CORPORATION
-$2.1M
423,100
-4%
减持
HUM
HUMANA INC
-$2.0M
348,700
-5%
清仓
SGHT
SIGHT SCIENCES INC
-$1.8M
0
-100%
减持
NTRA
NATERA INC
+$1.8M
1,505,153
-17%
增持
MREO
MEREO BIOPHARMA GROUP PLC
-$1.7M
10,605,522
+9%
建仓
PYXS
PYXIS ONCOLOGY INC
+$1.7M
848,252
减持
THC
TENET HEALTHCARE CORP
-$1.3M
643,300
-2%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$1.3M
667,943
-38%
清仓
—
SONENDO INC
-$1.2M
0
-100%
减持
—
MEIRAGTX HLDGS PLC
-$1.2M
2,108,143
-16%
减持
—
ONCOCYTE CORP
-$1.2M
1,882,768
-34%
建仓
—
ESSA PHARMA INC
+$1.2M
640,645
建仓
—
BOLT BIOTHERAPEUTICS INC
+$1.1M
771,059
清仓
—
TALARIS THERAPEUTICS INC
-$1.1M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.1M
373,200
-4%
减持
—
BURNING ROCK BIOTECH LTD
-$978.0K
1,282,816
-8%
建仓
GLUE
MONTE ROSA THERAPEUTICS INC
+$960.0K
117,455
减持
—
CYBIN INC
-$804.0K
10,453,600
-1%
减持
—
ACHILLES THERAPEUTICS PLC
-$687.0K
1,463,251
-8%
减持
XENE
XENON PHARMACEUTICALS INC
+$623.0K
1,137,300
-14%
减持
CGEM
CULLINAN ONCOLOGY INC
-$429.0K
637,287
-5%
清仓
—
APTINYX INC
-$300.0K
0
-100%
减持
—
GEMINI THERAPEUTICS INC
-$291.0K
5,826,223
-0%
增持
IVVD
INVIVYD INC
-$88.0K
5,270,400
+4%
