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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 75 项建仓 18增持 16减持 24清仓 17

方向

标的

Δ市值

现股数(环比)

增持

— THESEUS PHARMACEUTICALS INC

-$113.1M

17,713,600 +3%

建仓

MRK MERCK & CO INC

+$108.6M

1,055,000

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$95.2M

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。

清仓

— VECTIVBIO HLDG AG

-$87.7M

0 -100%

减持

BAX BAXTER INTL INC

-$82.9M

2,239,900 -39%

减持

UNH UNITEDHEALTH GROUP INC

-$82.0M

70,000 -71%

减持

ISRG INTUITIVE SURGICAL INC

-$66.3M

499,000 -20%

增持

— APOLLOMICS INC

+$63.6M

17,993,635 +2616%

建仓

— RAYZEBIO INC

+$58.2M

2,622,909

增持

— MIRATI THERAPEUTICS INC

+$56.7M

2,059,050 +125%

建仓

ABBV ABBVIE INC

+$49.2M

330,000

清仓

EW EDWARDS LIFESCIENCES CORP

-$48.6M

0 -100%

减持

MDGL MADRIGAL PHARMACEUTICALS INC

-$37.3M

253,309 -21%

清仓

ZBH ZIMMER BIOMET HOLDINGS INC

-$35.7M

0 -100%

减持

SNDX SYNDAX PHARMACEUTICALS INC

-$34.3M

1,284,000 -49%

建仓

— ICON PLC

+$32.6M

132,200

清仓

TVTX TRAVERE THERAPEUTICS INC

-$32.5M

0 -100%

增持

— APELLIS PHARMACEUTICALS INC

-$32.0M

1,338,000 +47%

建仓

APGE APOGEE THERAPEUTICS INC

+$30.4M

1,427,901

清仓

— MERSANA THERAPEUTICS INC

-$24.6M

0 -100%

清仓

— 2SEVENTY BIO INC

-$24.2M

0 -100%

增持

SPRY ARS PHARMACEUTICALS INC

-$23.6M

9,240,887 +6%

清仓

— AMICUS THERAPEUTICS INC

-$23.3M

0 -100%

增持

— PRELUDE THERAPEUTICS INC

-$21.2M

12,048,773 +1%

建仓

NMRA NEUMORA THERAPEUTICS INC.

+$21.2M

1,500,000

增持

CI THE CIGNA GROUP

+$21.0M

231,500 +44%

建仓

— SEAGEN INC

+$19.6M

92,600

清仓

— DECIBEL THERAPEUTICS INC

-$19.0M

0 -100%

减持

— SPRINGWORKS THERAPEUTICS INC

-$17.8M

3,968,588 -5%

建仓

— ASTRAZENECA PLC

+$16.9M

250,000

减持

CRNX CRINETICS PHARMACEUTICALS IN

+$14.9M

2,896,074 -27%

建仓

RYTM RHYTHM PHARMACEUTICALS INC

+$13.4M

583,642

建仓

— TURNSTONE BIOLOGICS CORP

+$12.2M

3,099,265

减持

TMO THERMO FISHER SCIENTIFIC INC

-$12.2M

143,800 -12%

建仓

KVUE KENVUE INC

+$11.3M

562,404

减持

SRPT SAREPTA THERAPEUTICS INC

-$10.7M

529,200 -19%

减持

XENE XENON PHARMACEUTICALS INC

-$9.4M

958,793 -13%

减持

SYK STRYKER CORPORATION

-$9.3M

269,000 -1%

清仓

— BRIDGEBIO PHARMA INC

-$9.3M

0 -100%

减持

— GALECTO INC

-$9.0M

924,788 -76%

增持

SRRK SCHOLAR ROCK HLDG CORP

+$8.9M

2,033,789 +176%

清仓

— GH RESEARCH PLC

-$8.7M

0 -100%

增持

— AKERO THERAPEUTICS INC

+$8.4M

350,000 +75%

减持

BSX BOSTON SCIENTIFIC CORP

-$8.2M

3,306,800 -2%

增持

— GRACELL BIOTECHNOLOGIES INC

-$7.6M

9,308,726 +3%

增持

ARWR ARROWHEAD PHARMACEUTICALS IN

+$7.5M

433,651 +271%

减持

VERA VERA THERAPEUTICS INC

-$7.4M

1,518,115 -14%

减持

— HORIZON THERAPEUTICS PUB L

-$6.9M

266,400 -27%

减持

NTRA NATERA INC

-$6.6M

920,581 -5%

减持

— VENTYX BIOSCIENCES INC

-$5.9M

340,384 -37%

增持

THC TENET HEALTHCARE CORP

-$5.6M

1,224,400 +15%

清仓

— ALKERMES PLC

-$4.7M

0 -100%

建仓

DXCM DEXCOM INC

+$4.7M

50,000

建仓

RLAY RELAY THERAPEUTICS INC

+$4.2M

501,966

减持

ORIC ORIC PHARMACEUTICALS INC

-$3.7M

893,668 -24%

减持

— RAPT THERAPEUTICS INC

-$2.7M

1,244,945 -0%

清仓

— SYNLOGIC INC

-$2.6M

0 -100%

清仓

— REVANCE THERAPEUTICS INC

-$2.5M

0 -100%

增持

— IMMATICS N.V

+$2.5M

1,175,200 +22%

建仓

— KARUNA THERAPEUTICS INC

+$2.4M

14,000

增持

— YS BIOPHARMA CO LTD

-$2.3M

4,541,422 +6%

增持

— CUTERA INC

-$2.2M

603,100 +56%

建仓

TDOC TELADOC HEALTH INC

+$2.0M

110,000

减持

— BIOATLA INC

-$1.8M

1,009,279 -13%

清仓

TGTX TG THERAPEUTICS INC

-$1.1M

0 -100%

建仓

SYBX SYNLOGIC INC

+$1.1M

401,998

减持

GDRX GOODRX HLDGS INC

-$893.2K

1,595,000 -11%

减持

NBIX NEUROCRINE BIOSCIENCES INC

+$676.0K

415,900 -15%

减持

HUM HUMANA INC

-$459.4K

342,500 -8%

清仓

— HARPOON THERAPEUTICS INC

-$441.1K

0 -100%

建仓

XNCR XENCOR INC

+$385.7K

19,142

清仓

— NEKTAR THERAPEUTICS

-$296.2K

0 -100%

建仓

— HARPOON THERAPEUTICS INC

+$250.3K

62,121

增持

JANX JANUX THERAPEUTICS INC

-$223.2K

3,317,927 +17%

减持

— ESSA PHARMA INC

+$113.7K

842,366 -9%