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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 77 项建仓 9增持 25减持 20清仓 23

方向

标的

Δ市值

现股数(环比)

清仓

— TRICIDA INC

-$107.7M

0 -100%

减持

ARGX ARGENX SE

-$89.1M

16,200 -94%

清仓

ABBV ABBVIE INC

-$80.5M

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。

增持

UNH UNITEDHEALTH GROUP INC

+$66.8M

380,500 +42%

增持

CMPX COMPASS THERAPEUTICS INC

+$62.4M

22,362,850 +2%

减持

— VERONA PHARMA PLC

+$61.3M

4,572,289 -20%

增持

ISRG INTUITIVE SURGICAL INC

+$57.3M

620,500 +8%

清仓

GH GUARDANT HEALTH INC

-$53.4M

0 -100%

清仓

ALNY ALNYLAM PHARMACEUTICALS INC

-$50.1M

0 -100%

建仓

IRON DISC MEDICINE INC

+$43.0M

2,160,941

减持

PFE PFIZER INC

-$42.3M

1,393,600 -46%

增持

IONS IONIS PHARMACEUTICALS INC

+$41.3M

1,993,600 +159%

减持

— MIRATI THERAPEUTICS INC

-$40.9M

1,283,692 -10%

增持

PCVX VAXCYTE INC

+$38.3M

1,283,126 +33%

增持

— TERNS PHARMACEUTICALS INC

+$33.5M

7,619,135 +2%

增持

SYK STRYKER CORPORATION

+$31.9M

481,000 +14%

减持

VRTX VERTEX PHARMACEUTICALS INC

-$29.7M

271,500 -27%

增持

THC TENET HEALTHCARE CORP

+$26.4M

1,220,300 +90%

清仓

— BIOHAVEN PHARMACTL HLDG CO L

-$25.8M

0 -100%

增持

SRPT SAREPTA THERAPEUTICS INC

+$24.5M

972,300 +6%

增持

— VENTYX BIOSCIENCES INC

+$22.5M

925,000 +311%

增持

— VECTIVBIO HLDG AG

+$21.9M

7,006,861 +8%

减持

BMRN BIOMARIN PHARMACEUTICAL INC

+$21.6M

1,615,210 -6%

减持

— SPRINGWORKS THERAPEUTICS INC

-$21.1M

5,250,000 -5%

建仓

— HORIZON THERAPEUTICS PUB L

+$19.5M

171,000

清仓

— MEIRAGTX HLDGS PLC

-$17.7M

0 -100%

减持

ARQT ARCUTIS BIOTHERAPEUTICS INC

-$17.1M

2,460,108 -12%

增持

— KEZAR LIFE SCIENCES INC

+$17.0M

4,584,322 +159%

减持

EW EDWARDS LIFESCIENCES CORP

-$15.6M

860,500 -11%

清仓

— KALVISTA PHARMACEUTICALS INC

-$15.1M

0 -100%

建仓

MRNA MODERNA INC

+$14.8M

82,550

增持

— CINCOR PHARMA INC

+$13.1M

1,906,000 +507%

减持

NBIX NEUROCRINE BIOSCIENCES INC

-$13.1M

687,700 -23%

增持

— THESEUS PHARMACEUTICALS INC

-$13.0M

17,233,668 +1%

增持

NTRA NATERA INC

+$12.2M

1,946,353 +29%

增持

BIIB BIOGEN INC

+$11.5M

258,200 +15%

清仓

MIRM MIRUM PHARMACEUTICALS INC

-$11.0M

0 -100%

增持

— BELLUS HEALTH INC NEW

-$10.3M

4,708,900 +2%

减持

PGNY PROGYNY INC

-$9.8M

1,035,000 -9%

增持

— SEAGEN INC

+$9.7M

913,812 +16%

增持

— UNIQURE NV

+$9.7M

1,747,555 +9%

清仓

— GEMINI THERAPEUTICS INC

-$9.6M

0 -100%

减持

— AEROVATE THERAPEUTICS INC

+$9.1M

759,540 -4%

增持

— SCPHARMACEUTICALS INC

+$8.6M

5,559,528 +16%

减持

— VERASTEM INC

-$8.0M

16,503,237 -4%

清仓

RCUS ARCUS BIOSCIENCES INC

-$7.9M

0 -100%

增持

EVH EVOLENT HEALTH INC

+$7.7M

2,824,832 +42%

清仓

LUNG PULMONX CORP

-$7.2M

0 -100%

清仓

— JOUNCE THERAPEUTICS INC

-$6.9M

0 -100%

建仓

— AMICUS THERAPEUTICS INC

+$6.3M

516,000

减持

EYPT EYEPOINT PHARMACEUTICALS INC

-$6.0M

487,642 -50%

建仓

BNTX BIONTECH SE

+$5.5M

36,300

清仓

LLY LILLY ELI & CO

-$4.8M

0 -100%

建仓

SNY SANOFI

+$4.8M

100,000

清仓

HRTX HERON THERAPEUTICS INC

-$4.7M

0 -100%

增持

XENE XENON PHARMACEUTICALS INC

+$4.3M

1,149,100 +1%

减持

— CYBIN INC

-$3.4M

5,386,299 -48%

增持

SRRK SCHOLAR ROCK HLDG CORP

+$3.3M

879,003 +32%

清仓

— ACHILLES THERAPEUTICS PLC

-$3.3M

0 -100%

清仓

— MAGENTA THERAPEUTICS INC

-$3.2M

0 -100%

清仓

— BURNING ROCK BIOTECH LTD

-$3.1M

0 -100%

增持

— X4 PHARMACEUTICALS INC

-$2.8M

5,817,726 +16%

清仓

DYN DYNE THERAPEUTICS INC

-$2.8M

0 -100%

减持

ORIC ORIC PHARMACEUTICALS INC

+$2.8M

1,607,568 -23%

建仓

— BIOATLA INC

+$2.7M

332,372

清仓

— GRAPHITE BIO INC

-$2.7M

0 -100%

清仓

— LOGICBIO THERAPEUTICS INC

-$2.3M

0 -100%

增持

— VIGIL NEUROSCIENCE INC

+$1.9M

448,891 +9%

减持

— HARPOON THERAPEUTICS INC

-$1.8M

1,516,496 -50%

建仓

GDRX GOODRX HLDGS INC

+$1.8M

387,567

减持

— APPLIED THERAPEUTICS INC

-$1.6M

3,050,921 -28%

清仓

— ONCOCYTE CORP

-$1.4M

0 -100%

建仓

— MERRIMACK PHARMACEUTICALS IN

+$843.5K

73,600

减持

GLUE MONTE ROSA THERAPEUTICS INC

-$751.7K

27,369 -77%

清仓

— VOR BIOPHARMA INC

-$445.0K

0 -100%

清仓

— LONGBOARD PHARMACEUTICALS IN

-$422.0K

0 -100%

减持

— ESSA PHARMA INC

-$245.4K

365,300 -43%