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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 89 项
建仓 20
增持 22
减持 29
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
—
RAYZEBIO INC
-$147.0M
0
-100%
增持
JANX
JANUX THERAPEUTICS INC
+$125.4M
4,275,553
+29%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$114.6M
15,021,721
+3%
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
—
GRACELL BIOTECHNOLOGIES INC
-$93.5M
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$84.9M
0
-100%
清仓
—
THESEUS PHARMACEUTICALS INC
-$71.7M
0
-100%
减持
LLY
ELI LILLY & CO
+$67.7M
360,800
-1%
增持
MRK
MERCK & CO INC
+$58.6M
1,316,000
+25%
增持
—
ALPINE IMMUNE SCIENCES INC
+$57.9M
2,680,496
+6%
建仓
AVBP
ARRIVENT BIOPHARMA INC
+$54.1M
3,027,328
清仓
—
R1 RCM INC
-$50.8M
0
-100%
清仓
HUM
HUMANA INC
-$50.3M
0
-100%
建仓
CYTK
CYTOKINETICS INC
+$47.9M
682,700
增持
GERN
GERON CORP
+$41.5M
12,893,611
+2558%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$39.9M
1,278,500
-19%
建仓
QTTB
Q32 BIO INC
+$38.4M
2,252,987
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$38.3M
0
-100%
建仓
ESPR
ESPERION THERAPEUTICS INC NE
+$36.7M
13,708,731
减持
—
SPRINGWORKS THERAPEUTICS INC
-$33.5M
1,707,331
-47%
减持
BSX
BOSTON SCIENTIFIC CORP
+$33.0M
3,273,000
-1%
减持
THC
TENET HEALTHCARE CORP
+$30.8M
1,173,300
-4%
清仓
—
FUSION PHARMACEUTICALS INC
-$30.0M
0
-100%
增持
—
APELLIS PHARMACEUTICALS INC
+$29.9M
1,447,800
+57%
减持
ISRG
INTUITIVE SURGICAL INC
+$28.4M
493,100
-1%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$28.1M
460,512
增持
ARGX
ARGENX SE
+$27.5M
151,600
+79%
建仓
MLYS
MINERALYS THERAPEUTICS INC
+$26.1M
2,021,424
建仓
—
AVIDITY BIOSCIENCES INC
+$25.4M
994,100
减持
NTRA
NATERA INC
+$22.5M
899,431
-6%
增持
—
ICON PLC
+$21.1M
174,100
+32%
增持
ELV
ELEVANCE HEALTH INC
+$20.4M
168,100
+19%
减持
—
VERONA PHARMA PLC
-$20.4M
3,398,067
-10%
建仓
DYN
DYNE THERAPEUTICS INC
+$20.1M
708,400
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$20.0M
122,700
-30%
增持
BIIB
BIOGEN INC
-$19.9M
900,900
+9%
减持
AMGN
AMGEN INC
-$18.6M
63,400
-50%
增持
HRTX
HERON THERAPEUTICS INC
+$17.9M
10,111,550
+71%
减持
IONS
IONIS PHARMACEUTICALS INC
-$17.2M
2,013,033
-3%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$16.3M
3,574,632
-16%
减持
ALXO
ALX ONCOLOGY HLDGS INC
-$15.8M
2,717,970
-12%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$15.2M
0
-100%
清仓
PFE
PFIZER INC
-$14.4M
0
-100%
建仓
TYRA
TYRA BIOSCIENCES INC
+$12.6M
768,638
减持
APGE
APOGEE THERAPEUTICS INC
+$12.1M
718,901
-44%
增持
—
MORPHIC HLDG INC
+$11.8M
558,500
+104%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$11.4M
739,651
+131%
增持
—
ADICET BIO INC
+$11.2M
11,447,140
+38%
增持
DXCM
DEXCOM INC
+$10.4M
140,300
+92%
建仓
—
VENTYX BIOSCIENCES INC
+$10.3M
1,870,456
增持
REGN
REGENERON PHARMACEUTICALS
+$10.1M
22,800
+69%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$10.1M
423,100
-19%
建仓
EXAS
EXACT SCIENCES CORP
+$9.7M
140,400
清仓
—
UNIQURE NV
-$9.1M
0
-100%
建仓
NKTX
NKARTA INC
+$8.6M
800,000
建仓
LXRX
LEXICON PHARMACEUTICALS INC
+$8.5M
3,542,000
清仓
GILD
GILEAD SCIENCES INC
-$8.1M
0
-100%
增持
FATE
FATE THERAPEUTICS INC
+$8.0M
1,355,352
+157%
增持
SIBN
SI-BONE INC
+$7.9M
3,424,521
+49%
建仓
—
PERSPECTIVE THERAPEUTICS INC
+$7.7M
6,505,800
建仓
CTMX
CYTOMX THERAPEUTICS INC
+$7.7M
3,544,578
清仓
—
RAPT THERAPEUTICS INC
-$7.0M
0
-100%
减持
KRYS
KRYSTAL BIOTECH INC
-$6.3M
37,166
-64%
增持
TXG
10X GENOMICS INC
+$6.2M
225,200
+466%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$5.9M
704,842
+31%
减持
VERA
VERA THERAPEUTICS INC
+$5.8M
675,872
-55%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
+$5.5M
1,385,000
-17%
增持
VIR
VIR BIOTECHNOLOGY INC
+$5.5M
640,000
+534%
减持
EVH
EVOLENT HEALTH INC
-$5.3M
2,605,615
-5%
减持
—
AMICUS THERAPEUTICS INC
-$4.7M
570,300
-29%
建仓
PGNY
PROGYNY INC
+$4.3M
113,300
减持
IVVD
INVIVYD INC
-$4.3M
2,690,300
-35%
清仓
ILMN
ILLUMINA INC
-$4.2M
0
-100%
清仓
—
AMBRX BIOPHARMA INC
-$4.2M
0
-100%
减持
—
ELEVATION ONCOLOGY INC
+$4.0M
941,275
-37%
建仓
MIST
MILESTONE PHARMACEUTICALS IN
+$3.6M
2,000,000
减持
CGEM
CULLINAN ONCOLOGY INC
+$3.3M
517,606
-5%
增持
—
IMMATICS N.V
+$2.3M
1,769,708
+15%
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$2.3M
0
-100%
清仓
RCUS
ARCUS BIOSCIENCES INC
-$2.2M
0
-100%
建仓
—
DYNAVAX TECHNOLOGIES CORP
+$1.4M
113,500
清仓
AGIO
AGIOS PHARMACEUTICALS INC
-$1.0M
0
-100%
减持
ORIC
ORIC PHARMACEUTICALS INC
-$863.7K
287,100
-45%
减持
—
YS BIOPHARMA CO LTD
-$549.1K
1,534,430
-53%
减持
—
NEXTCURE INC
-$545.7K
1,141,200
-58%
建仓
—
LYELL IMMUNOPHARMA INC
+$444.9K
199,500
减持
PCVX
VAXCYTE INC
+$413.3K
1,066,131
-8%
减持
—
AEROVATE THERAPEUTICS INC
-$411.2K
565,374
-25%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$392.1K
132,000
-8%
建仓
XERS
XERIS BIOPHARMA HOLDINGS INC
+$177.7K
80,420
