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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 92 项建仓 18增持 26减持 31清仓 17

方向

标的

Δ市值

现股数(环比)

建仓

ELVN ENLIVEN THERAPEUTICS INC

+$197.0M

8,996,213

清仓

— SEAGEN INC

-$117.4M

0 -100%

建仓

BAX BAXTER INTL INC

+$77.6M

1,912,000

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

PFE PFIZER INC

-$71.4M

0 -100%

减持

UNH UNITEDHEALTH GROUP INC

-$71.3M

276,000 -27%

增持

BIIB BIOGEN INC

+$68.9M

505,000 +96%

建仓

LLY LILLY ELI & CO

+$63.9M

186,000

建仓

— APELLIS PHARMACEUTICALS INC

+$60.0M

910,200

清仓

— 89BIO INC

-$46.6M

0 -100%

清仓

ACRS ACLARIS THERAPEUTICS INC

-$43.4M

0 -100%

减持

PCVX VAXCYTE INC

-$34.2M

729,439 -43%

减持

— VERONA PHARMA PLC

-$33.9M

4,260,691 -7%

减持

NBIX NEUROCRINE BIOSCIENCES INC

-$32.6M

489,000 -29%

建仓

— R1 RCM INC

+$26.3M

1,750,000

减持

TMO THERMO FISHER SCIENTIFIC INC

-$26.2M

147,800 -27%

减持

NTRA NATERA INC

-$24.1M

973,581 -50%

建仓

AMLX AMYLYX PHARMACEUTICALS INC

+$23.9M

813,500

减持

BMY BRISTOL-MYERS SQUIBB CO

-$23.8M

2,340,000 -9%

清仓

— CINCOR PHARMA INC

-$23.4M

0 -100%

减持

VRTX VERTEX PHARMACEUTICALS INC

-$22.4M

177,600 -35%

增持

XBI SPDR SER TR

+$22.2M

374,000 +390%

减持

— SPRINGWORKS THERAPEUTICS INC

-$20.8M

4,498,900 -14%

建仓

REGN REGENERON PHARMACEUTICALS

+$19.7M

24,000

减持

— MIRATI THERAPEUTICS INC

-$18.6M

1,063,650 -17%

建仓

AMGN AMGEN INC

+$18.5M

76,700

清仓

— IMARA INC

-$17.9M

0 -100%

减持

— VECTIVBIO HLDG AG

-$16.8M

5,156,561 -26%

建仓

— APOLLOMICS INC

+$16.0M

662,561

增持

IOVA IOVANCE BIOTHERAPEUTICS INC

+$15.9M

4,707,458 +134%

减持

ARQT ARCUTIS BIOTHERAPEUTICS INC

-$15.4M

1,914,479 -22%

增持

— KEZAR LIFE SCIENCES INC

-$15.2M

5,463,000 +19%

减持

SNDX SYNDAX PHARMACEUTICALS INC

-$14.9M

1,711,675 -15%

增持

— MERSANA THERAPEUTICS INC

-$14.9M

9,222,137 +2%

清仓

MRNA MODERNA INC

-$14.8M

0 -100%

增持

EVH EVOLENT HEALTH INC

+$14.6M

2,895,632 +3%

增持

— 2SEVENTY BIO INC

+$14.6M

2,391,628 +130%

增持

TVTX TRAVERE THERAPEUTICS INC

+$12.9M

1,744,300 +39%

减持

SYK STRYKER CORPORATION

-$12.7M

367,600 -24%

减持

EW EDWARDS LIFESCIENCES CORP

-$12.1M

630,000 -27%

减持

SIBN SI-BONE INC

+$11.6M

2,919,454 -13%

减持

— VENTYX BIOSCIENCES INC

-$10.7M

585,000 -37%

建仓

VERA VERA THERAPEUTICS INC

+$10.6M

1,362,400

增持

ARGX ARGENX SE

+$10.4M

44,500 +175%

减持

BSX BOSTON SCIENTIFIC CORP

+$9.2M

3,790,000 -3%

增持

GDRX GOODRX HLDGS INC

+$8.8M

1,700,000 +339%

增持

— HORIZON THERAPEUTICS PUB L

+$7.8M

250,000 +46%

增持

— BIOATLA INC

+$7.6M

3,861,000 +1062%

增持

— KINNATE BIOPHARMA INC

+$7.5M

5,143,629 +27%

减持

— AEROVATE THERAPEUTICS INC

-$7.0M

756,930 -0%

建仓

PTGX PROTAGONIST THERAPEUTICS INC

+$6.9M

301,000

建仓

— YS BIOPHARMA CO LTD

+$6.9M

4,298,464

增持

— AMICUS THERAPEUTICS INC

+$6.7M

1,171,000 +127%

建仓

— IMMATICS N.V

+$6.5M

947,248

建仓

NTLA INTELLIA THERAPEUTICS INC

+$6.1M

164,627

清仓

BNTX BIONTECH SE

-$5.5M

0 -100%

增持

IRON DISC MEDICINE INC

+$5.1M

2,269,637 +5%

增持

CRNX CRINETICS PHARMACEUTICALS IN

+$4.9M

3,950,796 +24%

清仓

SNY SANOFI

-$4.8M

0 -100%

减持

— CHEMOMAB THERAPEUTICS LTD

-$4.7M

2,241,274 -13%

减持

SRRK SCHOLAR ROCK HLDG CORP

-$3.8M

515,000 -41%

减持

SRPT SAREPTA THERAPEUTICS INC

+$3.6M

940,100 -3%

增持

— IKENA ONCOLOGY INC

+$3.2M

3,186,166 +9%

清仓

AMRX AMNEAL PHARMACEUTICALS INC

-$3.2M

0 -100%

增持

— ESSA PHARMA INC

+$2.6M

1,198,337 +228%

增持

— GH RESEARCH PLC

-$2.5M

1,659,015 +2%

减持

MREO MEREO BIOPHARMA GROUP PLC

-$2.5M

7,747,891 -27%

清仓

— APPLIED THERAPEUTICS INC

-$2.3M

0 -100%

减持

— PRELUDE THERAPEUTICS INC

+$2.3M

11,895,652 -2%

清仓

— GRAYBUG VISION INC

-$2.1M

0 -100%

增持

— UNIQURE NV

+$2.0M

2,064,455 +18%

增持

— BELLUS HEALTH INC NEW

-$1.9M

5,108,900 +8%

清仓

EYPT EYEPOINT PHARMACEUTICALS INC

-$1.7M

0 -100%

清仓

— CYBIN INC

-$1.7M

0 -100%

减持

ORIC ORIC PHARMACEUTICALS INC

-$1.6M

1,374,468 -15%

减持

— FUSION PHARMACEUTICALS INC

+$1.6M

3,122,770 -3%

建仓

— REVANCE THERAPEUTICS INC

+$1.6M

50,000

减持

— BRIDGEBIO PHARMA INC

+$1.5M

12,500,000 -38%

建仓

HRTX HERON THERAPEUTICS INC

+$1.2M

802,700

增持

— BOLT BIOTHERAPEUTICS INC

+$1.1M

1,541,000 +100%

清仓

PYXS PYXIS ONCOLOGY INC

-$1.1M

0 -100%

建仓

— NEKTAR THERAPEUTICS

+$1.1M

1,579,059

增持

PGNY PROGYNY INC

+$1.1M

1,037,912 +0%

清仓

— MERRIMACK PHARMACEUTICALS IN

-$843.5K

0 -100%

减持

— HARPOON THERAPEUTICS INC

-$638.2K

621,218 -59%

建仓

ALT ALTIMMUNE INC

+$635.5K

150,600

增持

IONS IONIS PHARMACEUTICALS INC

+$631.4K

2,124,500 +7%

减持

CGEM CULLINAN ONCOLOGY INC

-$530.3K

605,387 -5%

增持

— GRACELL BIOTECHNOLOGIES INC

-$469.3K

9,497,774 +20%

增持

— BIOMX INC

+$439.0K

3,161,489 +12%

减持

TARA PROTARA THERAPEUTICS INC

+$257.7K

793,558 -4%

减持

— BRIDGEBIO PHARMA INC

+$253.2K

20,000,000 -33%

清仓

GLUE MONTE ROSA THERAPEUTICS INC

-$208.3K

0 -100%