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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 89 项
建仓 21
增持 19
减持 31
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
MBX
MBX BIOSCIENCES INC
+$99.0M
3,812,215
减持
JANX
JANUX THERAPEUTICS INC
-$67.6M
1,258,566
-58%
减持
BIIB
BIOGEN INC
-$51.3M
813,000
-10%
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。
增持
UNH
UNITEDHEALTH GROUP INC
+$47.6M
179,000
+60%
减持
SPRY
ARS PHARMACEUTICALS INC
+$41.5M
8,288,510
-10%
清仓
—
VERONA PHARMA PLC
-$41.4M
0
-100%
增持
AMGN
AMGEN INC
+$39.1M
252,300
+87%
减持
GERN
GERON CORP
-$38.6M
400,000
-96%
减持
ELV
ELEVANCE HEALTH INC
-$35.9M
106,200
-37%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$35.7M
156,000
增持
ITGR
INTEGER HLDGS CORP
+$34.3M
575,000
+65%
增持
SYK
STRYKER CORPORATION
+$32.9M
344,400
+28%
清仓
DXCM
DEXCOM INC
-$32.9M
0
-100%
建仓
BIOA
BIOAGE LABS INC
+$29.6M
1,423,470
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$26.9M
302,220
-33%
建仓
PHAT
PHATHOM PHARMACEUTICALS INC
+$26.2M
1,449,073
减持
THC
TENET HEALTHCARE CORP
-$26.1M
782,000
-33%
建仓
CGON
CG ONCOLOGY INC
+$26.1M
691,114
增持
—
AVIDITY BIOSCIENCES INC
+$23.7M
1,144,805
+62%
增持
REGN
REGENERON PHARMACEUTICALS
+$23.6M
45,200
+98%
清仓
HRTX
HERON THERAPEUTICS INC
-$22.8M
0
-100%
减持
ARGX
ARGENX SE
+$20.9M
204,500
-2%
清仓
—
MORPHIC HLDG INC
-$20.9M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$20.8M
84,400
-36%
减持
IONS
IONIS PHARMACEUTICALS INC
-$19.9M
2,324,447
-2%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$19.8M
1,390,631
-19%
减持
—
ICON PLC
-$19.0M
123,900
-29%
建仓
CRBP
CORBUS PHARMACEUTICALS HLDGS
+$18.8M
912,552
增持
CCCC
C4 THERAPEUTICS INC
+$18.8M
4,527,900
+199%
增持
EXAS
EXACT SCIENCES CORP
+$17.9M
679,816
+1%
减持
PCVX
VAXCYTE INC
-$15.9M
387,000
-51%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$15.5M
1,004,500
+44%
建仓
MEDP
MEDPACE HLDGS INC
+$15.0M
44,900
减持
—
APELLIS PHARMACEUTICALS INC
-$13.3M
1,270,400
-2%
建仓
GILD
GILEAD SCIENCES INC
+$12.7M
151,700
建仓
BNTX
BIONTECH SE
+$12.2M
103,000
清仓
—
MERUS N V
-$12.2M
0
-100%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$11.9M
383,705
+207%
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$11.8M
764,600
清仓
ALXO
ALX ONCOLOGY HLDGS INC
-$11.4M
0
-100%
减持
—
TERNS PHARMACEUTICALS INC
+$11.2M
7,562,971
-1%
建仓
AVTX
AVALO THERAPEUTICS INC
+$9.2M
967,000
增持
LXRX
LEXICON PHARMACEUTICALS INC
+$7.5M
11,024,000
+89%
建仓
OSCR
OSCAR HEALTH INC
+$7.5M
351,618
清仓
PGNY
PROGYNY INC
-$7.4M
0
-100%
清仓
PFE
PFIZER INC
-$7.0M
0
-100%
建仓
BCAX
BICARA THERAPEUTICS INC
+$6.9M
271,910
建仓
PEPG
PEPGEN INC
+$6.8M
797,358
建仓
MRNA
MODERNA INC
+$6.7M
100,000
减持
ISRG
INTUITIVE SURGICAL INC
-$6.2M
433,800
-12%
增持
VIR
VIR BIOTECHNOLOGY INC
+$6.1M
3,573,000
+54%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$6.1M
435,900
-38%
减持
TELA
TELA BIO INC
-$6.1M
2,161,185
-12%
减持
SOLV
SOLVENTUM CORP
-$5.7M
69,300
-65%
建仓
—
LONGBOARD PHARMACEUTICALS IN
+$5.7M
170,000
清仓
CATX
PERSPECTIVE THERAPEUTICS INC
-$4.9M
0
-100%
增持
SIBN
SI-BONE INC
+$4.7M
3,555,801
+2%
清仓
—
BIOMX INC
-$4.6M
0
-100%
减持
EVH
EVOLENT HEALTH INC
+$4.6M
1,923,515
-26%
增持
VSTM
VERASTEM INC
+$4.0M
2,862,448
+87%
建仓
ARDT
ARDENT HEALTH PARTNERS INC
+$3.8M
206,000
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$3.7M
1,050,055
-18%
建仓
TRAW
TRAWS PHARMA INC
+$3.6M
605,531
减持
CYTK
CYTOKINETICS INC
-$3.6M
766,906
-6%
增持
—
SCPHARMACEUTICALS INC
+$3.4M
6,059,528
+9%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$3.0M
742,300
-31%
建仓
FLNA
CASSAVA SCIENCES INC
+$2.8M
95,000
清仓
TGTX
TG THERAPEUTICS INC
-$2.4M
0
-100%
建仓
TIL
INSTIL BIO INC
+$2.3M
33,700
增持
XENE
XENON PHARMACEUTICALS INC
+$2.3M
911,420
+6%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$2.1M
0
-100%
减持
CGEM
CULLINAN THERAPEUTICS INC
-$2.1M
1,070,055
-7%
清仓
ORIC
ORIC PHARMACEUTICALS INC
-$2.0M
0
-100%
增持
NKTX
NKARTA INC
+$2.0M
1,480,600
+85%
建仓
—
BIOMX INC
+$1.8M
1,787,767
清仓
—
APOLLOMICS INC
-$1.8M
0
-100%
增持
FATE
FATE THERAPEUTICS INC
+$1.4M
1,680,580
+24%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$1.3M
0
-100%
减持
KRYS
KRYSTAL BIOTECH INC
-$1.2M
23,500
-22%
减持
KROS
KEROS THERAPEUTICS INC
+$1.2M
1,018,734
-20%
减持
—
PASSAGE BIO INC
-$1.2M
9,822,876
-3%
清仓
—
LAKESHORE BIOPHARMA CO LTD
-$909.8K
0
-100%
减持
IVVD
INVIVYD INC
-$905.5K
1,728,300
-29%
减持
—
LYELL IMMUNOPHARMA INC
-$888.7K
6,086,001
-5%
减持
—
CHEMOMAB THERAPEUTICS LTD
+$688.6K
1,741,273
-22%
增持
—
ADC THERAPEUTICS SA
+$640.3K
4,533,801
+5%
减持
MLYS
MINERALYS THERAPEUTICS INC
+$604.9K
2,002,939
-1%
清仓
—
TRAWS PHARMA INC
-$466.9K
0
-100%
清仓
—
SINGULAR GENOMICS SYSTEMS IN
-$152.3K
0
-100%
