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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 85 项建仓 14增持 18减持 27清仓 26

方向

标的

Δ市值

现股数(环比)

减持

HUM HUMANA INC

-$116.3M

109,900 -68%

增持

LLY ELI LILLY & CO

+$113.1M

365,400 +96%

清仓

— MIRATI THERAPEUTICS INC

-$89.7M

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。

减持

— RAYZEBIO INC

+$88.8M

2,365,213 -10%

清仓

BAX BAXTER INTL INC

-$84.5M

0 -100%

增持

BIIB BIOGEN INC

+$71.1M

827,600 +49%

建仓

ELV ELEVANCE HEALTH INC

+$66.7M

141,500

清仓

CI THE CIGNA GROUP

-$66.2M

0 -100%

增持

SRRK SCHOLAR ROCK HLDG CORP

+$65.4M

4,245,000 +109%

减持

— APOLLOMICS INC

-$59.1M

8,565,456 -52%

清仓

ABBV ABBVIE INC

-$49.2M

0 -100%

清仓

MDGL MADRIGAL PHARMACEUTICALS INC

-$37.0M

0 -100%

增持

ALXO ALX ONCOLOGY HLDGS INC

+$32.3M

3,095,000 +8%

清仓

— HORIZON THERAPEUTICS PUB L

-$30.8M

0 -100%

减持

CRNX CRINETICS PHARMACEUTICALS IN

-$26.8M

1,667,360 -42%

减持

— SPRINGWORKS THERAPEUTICS INC

+$25.8M

3,219,359 -19%

减持

— ACELYRIN INC

-$24.3M

4,001,711 -25%

增持

NBIX NEUROCRINE BIOSCIENCES INC

+$21.6M

519,279 +25%

增持

PCVX VAXCYTE INC

+$21.1M

1,153,091 +14%

减持

PMVP PMV PHARMACEUTICALS INC

-$20.2M

6,475,291 -1%

清仓

— SEAGEN INC

-$19.6M

0 -100%

增持

SNDX SYNDAX PHARMACEUTICALS INC

+$19.2M

1,749,000 +36%

增持

NTRA NATERA INC

+$19.1M

954,481 +4%

清仓

— AKERO THERAPEUTICS INC

-$17.7M

0 -100%

清仓

— ASTRAZENECA PLC

-$16.9M

0 -100%

增持

ARGX ARGENX SE

+$16.2M

84,600 +160%

建仓

ALNY ALNYLAM PHARMACEUTICALS INC

+$15.2M

79,400

建仓

PFE PFIZER INC

+$14.4M

500,000

增持

VRTX VERTEX PHARMACEUTICALS INC

+$13.8M

175,200 +6%

减持

— RAPT THERAPEUTICS INC

-$13.7M

281,413 -77%

建仓

KRYS KRYSTAL BIOTECH INC

+$12.9M

103,700

减持

EVH EVOLENT HEALTH INC

+$11.9M

2,746,532 -5%

清仓

— VENTYX BIOSCIENCES INC

-$11.8M

0 -100%

建仓

— AMICUS THERAPEUTICS INC

+$11.4M

806,000

清仓

KVUE KENVUE INC

-$11.3M

0 -100%

减持

RYTM RHYTHM PHARMACEUTICALS INC

+$11.3M

536,642 -8%

清仓

ARQT ARCUTIS BIOTHERAPEUTICS INC

-$10.2M

0 -100%

增持

HRTX HERON THERAPEUTICS INC

+$9.3M

5,928,591 +639%

清仓

GDRX GOODRX HLDGS INC

-$9.0M

0 -100%

减持

BMRN BIOMARIN PHARMACEUTICAL INC

+$8.6M

1,571,410 -3%

减持

IRON DISC MEDICINE INC

-$8.3M

1,702,237 -25%

减持

XENE XENON PHARMACEUTICALS INC

-$7.4M

550,000 -43%

减持

IVVD INVIVYD INC

+$7.3M

4,127,565 -22%

增持

— IKENA ONCOLOGY INC

-$6.8M

3,539,358 +11%

清仓

MLTX MOONLAKE IMMUNOTHERAPEUTICS

-$6.7M

0 -100%

减持

IONS IONIS PHARMACEUTICALS INC

+$6.0M

2,064,797 -5%

减持

UTHR UNITED THERAPEUTICS CORP DEL

-$5.9M

386,100 -4%

减持

APGE APOGEE THERAPEUTICS INC

+$5.3M

1,277,901 -11%

减持

— UNIQURE NV

-$4.7M

1,347,900 -35%

减持

— KEZAR LIFE SCIENCES INC

-$4.7M

1,927,000 -65%

增持

DXCM DEXCOM INC

+$4.4M

73,200 +46%

减持

— APELLIS PHARMACEUTICALS INC

+$4.3M

922,200 -31%

清仓

RLAY RELAY THERAPEUTICS INC

-$4.2M

0 -100%

建仓

ILMN ILLUMINA INC

+$4.2M

30,300

建仓

— AMBRX BIOPHARMA INC

+$4.2M

296,000

清仓

— CUTERA INC

-$3.6M

0 -100%

增持

— MORPHIC HLDG INC

+$3.1M

273,400 +31%

增持

SRPT SAREPTA THERAPEUTICS INC

+$3.1M

697,500 +32%

增持

— IMMATICS N.V

+$2.6M

1,543,407 +31%

清仓

— ESSA PHARMA INC

-$2.6M

0 -100%

清仓

— KARUNA THERAPEUTICS INC

-$2.4M

0 -100%

建仓

CLDX CELLDEX THERAPEUTICS INC NEW

+$2.3M

58,800

减持

NPCE NEUROPACE INC

+$2.2M

4,003,967 -0%

建仓

RCUS ARCUS BIOSCIENCES INC

+$2.2M

117,000

建仓

TXG 10X GENOMICS INC

+$2.2M

39,800

减持

KROS KEROS THERAPEUTICS INC

+$2.2M

1,268,734 -16%

清仓

TDOC TELADOC HEALTH INC

-$2.0M

0 -100%

减持

— YS BIOPHARMA CO LTD

-$2.0M

3,236,311 -29%

建仓

FATE FATE THERAPEUTICS INC

+$2.0M

528,080

减持

ARWR ARROWHEAD PHARMACEUTICALS IN

-$1.9M

319,651 -26%

清仓

— BIOATLA INC

-$1.7M

0 -100%

减持

— ALPINE IMMUNE SCIENCES INC

+$1.6M

2,535,245 -38%

清仓

TARA PROTARA THERAPEUTICS INC

-$1.3M

0 -100%

清仓

SYBX SYNLOGIC INC

-$1.1M

0 -100%

增持

— R1 RCM INC

-$1.1M

4,803,200 +40%

建仓

GERN GERON CORP

+$1.0M

485,000

建仓

VIR VIR BIOTECHNOLOGY INC

+$1.0M

101,000

建仓

AGIO AGIOS PHARMACEUTICALS INC

+$1.0M

45,000

清仓

— GALECTO INC

-$665.4K

0 -100%

减持

ORIC ORIC PHARMACEUTICALS INC

-$595.4K

522,968 -41%

清仓

XNCR XENCOR INC

-$385.7K

0 -100%

减持

— BIOMX INC

-$337.9K

4,517,589 -1%

清仓

ALT ALTIMMUNE INC

-$260.0K

0 -100%

清仓

— HARPOON THERAPEUTICS INC

-$250.3K

0 -100%

增持

NSPR INSPIREMD INC

-$88.7K

2,133,405 +15%