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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 84 项建仓 17增持 25减持 30清仓 12

方向

标的

Δ市值

现股数(环比)

建仓

— ACELYRIN INC

+$111.3M

5,326,302

增持

BAX BAXTER INTL INC

+$89.9M

3,675,000 +92%

建仓

UTHR UNITED THERAPEUTICS CORP DEL

+$88.7M

401,900

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

MDGL MADRIGAL PHARMACEUTICALS INC

+$74.3M

321,569

减持

BMY BRISTOL-MYERS SQUIBB CO

-$67.0M

1,488,000 -36%

减持

SRPT SAREPTA THERAPEUTICS INC

-$54.7M

654,000 -30%

清仓

— CHINOOK THERAPEUTICS INC

-$47.0M

0 -100%

建仓

CI THE CIGNA GROUP

+$45.2M

161,000

增持

— R1 RCM INC

+$37.2M

3,441,000 +97%

清仓

— BELLUS HEALTH INC NEW

-$36.8M

0 -100%

建仓

ZBH ZIMMER BIOMET HOLDINGS INC

+$35.7M

245,000

清仓

PGNY PROGYNY INC

-$33.3M

0 -100%

清仓

XBI SPDR SER TR

-$28.5M

0 -100%

清仓

AMLX AMYLYX PHARMACEUTICALS INC

-$23.9M

0 -100%

增持

PCVX VAXCYTE INC

+$23.0M

1,007,148 +38%

增持

— ADICET BIO INC

-$22.7M

8,322,140 +12%

减持

SYK STRYKER CORPORATION

-$22.1M

271,400 -26%

清仓

RXST RXSIGHT INC

-$20.1M

0 -100%

增持

BIIB BIOGEN INC

+$18.2M

556,800 +10%

增持

VERA VERA THERAPEUTICS INC

+$17.6M

1,756,800 +29%

增持

SNDX SYNDAX PHARMACEUTICALS INC

+$16.8M

2,530,240 +48%

减持

— GRACELL BIOTECHNOLOGIES INC

+$16.8M

9,033,726 -5%

减持

THC TENET HEALTHCARE CORP

+$13.8M

1,060,500 -13%

增持

ELVN ENLIVEN THERAPEUTICS INC

-$13.4M

8,998,338 +0%

减持

— MERSANA THERAPEUTICS INC

-$13.3M

7,464,937 -19%

减持

UNH UNITEDHEALTH GROUP INC

-$13.2M

244,000 -12%

增持

IONS IONIS PHARMACEUTICALS INC

+$13.1M

2,169,500 +2%

建仓

— MORPHIC HLDG INC

+$12.0M

208,500

建仓

VSTM VERASTEM INC

+$11.4M

1,529,115

减持

KROS KEROS THERAPEUTICS INC

-$10.8M

1,514,734 -10%

增持

— HORIZON THERAPEUTICS PUB L

+$10.4M

366,400 +47%

增持

— AMICUS THERAPEUTICS INC

+$10.3M

1,856,400 +59%

减持

REGN REGENERON PHARMACEUTICALS

-$10.0M

13,500 -44%

增持

AMGN AMGEN INC

+$9.7M

127,300 +66%

清仓

— BRIDGEBIO PHARMA INC

-$9.5M

0 -100%

建仓

— AKERO THERAPEUTICS INC

+$9.3M

199,500

增持

— X4 PHARMACEUTICALS INC

+$8.8M

7,133,515 +23%

增持

PRLD PRELUDE THERAPEUTICS INC

-$8.1M

10,909,256 +9%

增持

— KINNATE BIOPHARMA INC

-$7.9M

8,009,729 +56%

建仓

GILD GILEAD SCIENCES INC

+$7.7M

100,000

清仓

PTGX PROTAGONIST THERAPEUTICS INC

-$6.9M

0 -100%

减持

— BIOATLA INC

-$6.9M

1,156,175 -70%

清仓

— VERASTEM INC

-$6.9M

0 -100%

减持

BSX BOSTON SCIENTIFIC CORP

-$6.8M

3,379,900 -11%

增持

TVTX TRAVERE THERAPEUTICS INC

-$6.7M

2,118,100 +21%

减持

— MIRATI THERAPEUTICS INC

-$6.5M

913,650 -14%

减持

— SPRINGWORKS THERAPEUTICS INC

-$6.2M

4,178,588 -7%

清仓

NTLA INTELLIA THERAPEUTICS INC

-$6.1M

0 -100%

建仓

MLTX MOONLAKE IMMUNOTHERAPEUTICS

+$6.0M

117,000

建仓

— CUTERA INC

+$5.9M

387,100

减持

— VERONA PHARMA PLC

-$5.7M

3,777,778 -11%

清仓

MREO MEREO BIOPHARMA GROUP PLC

-$5.5M

0 -100%

建仓

— ALKERMES PLC

+$4.7M

151,400

建仓

NSPR INSPIREMD INC

+$4.7M

1,860,405

增持

— IMMATICS N.V

+$4.6M

966,829 +2%

减持

— GH RESEARCH PLC

-$4.5M

736,315 -56%

减持

SIBN SI-BONE INC

+$4.4M

2,292,531 -21%

建仓

ARWR ARROWHEAD PHARMACEUTICALS IN

+$4.2M

117,000

减持

ARGX ARGENX SE

-$3.9M

32,600 -27%

减持

— BRIDGEBIO PHARMA INC

-$3.6M

15,000,000 -25%

减持

EW EDWARDS LIFESCIENCES CORP

-$3.5M

515,000 -18%

减持

TELA TELA BIO INC

-$3.5M

2,835,542 -6%

建仓

— ELEVATION ONCOLOGY INC

+$2.3M

1,500,000

减持

VRTX VERTEX PHARMACEUTICALS INC

+$2.2M

165,400 -7%

增持

HUM HUMANA INC

-$2.2M

373,700 +7%

减持

— VENTYX BIOSCIENCES INC

-$1.9M

540,984 -8%

减持

— GALECTO INC

+$1.5M

3,834,237 -6%

增持

SRRK SCHOLAR ROCK HLDG CORP

+$1.4M

735,645 +43%

减持

ORIC ORIC PHARMACEUTICALS INC

+$1.2M

1,168,468 -15%

建仓

CALC CALCIMEDICA INC

+$1.2M

297,380

建仓

TGTX TG THERAPEUTICS INC

+$1.1M

45,800

减持

— ESSA PHARMA INC

-$1.1M

921,940 -23%

减持

XENE XENON PHARMACEUTICALS INC

+$1.1M

1,096,000 -5%

增持

— PASSAGE BIO INC

+$976.1K

10,124,576 +13%

增持

— YS BIOPHARMA CO LTD

-$945.7K

4,298,465 +0%

增持

— REVANCE THERAPEUTICS INC

+$920.5K

100,000 +100%

减持

— NEKTAR THERAPEUTICS

-$813.7K

515,000 -67%

增持

GDRX GOODRX HLDGS INC

-$751.9K

1,788,600 +5%

增持

— BIOMX INC

+$675.0K

4,553,489 +44%

减持

TARA PROTARA THERAPEUTICS INC

-$637.4K

772,584 -3%

清仓

— AEGLEA BIOTHERAPEUTICS INC

-$521.2K

0 -100%

减持

CGEM CULLINAN ONCOLOGY INC

-$330.5K

544,848 -10%

减持

ALT ALTIMMUNE INC

-$282.5K

100,000 -34%

增持

TMO THERMO FISHER SCIENTIFIC INC

-$246.6K

162,800 +10%