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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 86 项建仓 20增持 22减持 23清仓 21

方向

标的

Δ市值

现股数(环比)

建仓

UPB UPSTREAM BIO INC

+$93.6M

5,693,589

增持

NBIX NEUROCRINE BIOSCIENCES INC

+$93.2M

938,120 +210%

建仓

EW EDWARDS LIFESCIENCES CORP

+$84.8M

1,145,302

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

AMGN AMGEN INC

-$81.3M

0 -100%

减持

BIIB BIOGEN INC

-$79.7M

509,100 -37%

减持

MRK MERCK & CO INC

-$66.9M

829,900 -37%

清仓

ELV ELEVANCE HEALTH INC

-$55.2M

0 -100%

清仓

EVH EVOLENT HEALTH INC

-$54.4M

0 -100%

清仓

REGN REGENERON PHARMACEUTICALS

-$47.5M

0 -100%

清仓

PCVX VAXCYTE INC

-$44.2M

0 -100%

减持

UNH UNITEDHEALTH GROUP INC

-$38.4M

130,900 -27%

清仓

SNDX SYNDAX PHARMACEUTICALS INC

-$37.1M

0 -100%

清仓

— APELLIS PHARMACEUTICALS INC

-$36.6M

0 -100%

清仓

— ICON PLC

-$35.6M

0 -100%

增持

CYTK CYTOKINETICS INC

+$34.0M

1,584,005 +107%

建仓

XBI SPDR SER TR

+$33.5M

372,000

增持

ALNY ALNYLAM PHARMACEUTICALS INC

+$29.0M

415,600 +66%

增持

GILD GILEAD SCIENCES INC

+$28.4M

445,600 +194%

增持

THC TENET HEALTHCARE CORP

-$26.8M

817,000 +4%

清仓

PHAT PHATHOM PHARMACEUTICALS INC

-$26.2M

0 -100%

减持

BIOA BIOAGE LABS INC

-$24.3M

921,959 -35%

清仓

APGE APOGEE THERAPEUTICS INC

-$22.3M

0 -100%

减持

NTRA NATERA INC

-$21.9M

413,000 -40%

增持

UHS UNIVERSAL HLTH SVCS INC

+$21.6M

319,300 +105%

建仓

— RAPT THERAPEUTICS INC

+$20.8M

13,135,260

减持

— AVIDITY BIOSCIENCES INC

-$20.2M

1,112,886 -3%

清仓

LXRX LEXICON PHARMACEUTICALS INC

-$17.3M

0 -100%

减持

JANX JANUX THERAPEUTICS INC

-$16.6M

758,566 -40%

增持

— AMICUS THERAPEUTICS INC

+$15.4M

2,285,400 +301%

增持

CGON CG ONCOLOGY INC

+$15.0M

1,431,114 +107%

建仓

FBRX FORTE BIOSCIENCES INC

+$13.6M

600,000

建仓

— INTRA-CELLULAR THERAPIES INC

+$13.6M

163,000

清仓

BNTX BIONTECH SE

-$12.2M

0 -100%

清仓

ACAD ACADIA PHARMACEUTICALS INC

-$11.8M

0 -100%

减持

NMRA NEUMORA THERAPEUTICS INC.

-$11.3M

804,996 -46%

减持

SRPT SAREPTA THERAPEUTICS INC

-$8.3M

963,400 -4%

减持

BSX BOSTON SCIENTIFIC CORP

+$8.0M

3,160,300 -3%

清仓

OSCR OSCAR HEALTH INC

-$7.5M

0 -100%

清仓

MRNA MODERNA INC

-$6.7M

0 -100%

建仓

CRDF CARDIFF ONCOLOGY INC

+$6.7M

1,538,462

建仓

PFE PFIZER INC

+$6.6M

250,000

建仓

INSM INSMED INC

+$6.5M

94,559

减持

— LYELL IMMUNOPHARMA INC

-$6.4M

3,103,623 -49%

建仓

— ENGENE HOLDINGS INC

+$6.1M

920,339

增持

GERN GERON CORP

+$5.9M

2,168,000 +442%

减持

ARGX ARGENX SE

+$5.8M

189,700 -7%

增持

CGEM CULLINAN THERAPEUTICS INC

+$5.7M

1,942,555 +82%

清仓

— LONGBOARD PHARMACEUTICALS IN

-$5.7M

0 -100%

清仓

TELA TELA BIO INC

-$5.5M

0 -100%

增持

IONS IONIS PHARMACEUTICALS INC

+$5.4M

2,817,347 +21%

增持

CRBP CORBUS PHARMACEUTICALS HLDGS

-$5.0M

1,172,287 +28%

增持

GPCR STRUCTURE THERAPEUTICS INC

+$4.9M

802,028 +109%

清仓

SOLV SOLVENTUM CORP

-$4.8M

0 -100%

减持

NKTX NKARTA INC

-$4.6M

821,400 -45%

减持

MLYS MINERALYS THERAPEUTICS INC

-$4.4M

1,611,637 -20%

减持

PEPG PEPGEN INC

-$4.3M

653,016 -18%

增持

DYN DYNE THERAPEUTICS INC

+$3.5M

1,227,080 +73%

减持

ISRG INTUITIVE SURGICAL INC

-$3.4M

401,700 -7%

减持

VIR VIR BIOTECHNOLOGY INC

-$3.1M

3,218,617 -10%

建仓

CBLL CERIBELL INC

+$2.9M

112,500

清仓

FLNA CASSAVA SCIENCES INC

-$2.8M

0 -100%

减持

— PASSAGE BIO INC

-$2.7M

7,404,869 -25%

减持

CRNX CRINETICS PHARMACEUTICALS IN

-$2.6M

999,000 -5%

增持

— ADC THERAPEUTICS SA

-$2.4M

5,968,451 +32%

增持

TYRA TYRA BIOSCIENCES INC

+$2.4M

1,470,086 +91%

增持

SIBN SI-BONE INC

+$2.1M

3,692,853 +4%

建仓

IMVT IMMUNOVANT INC

+$1.9M

78,500

建仓

— AKERO THERAPEUTICS INC

+$1.8M

66,000

增持

BCAX BICARA THERAPEUTICS INC

-$1.7M

298,301 +10%

建仓

TNGX TANGO THERAPEUTICS INC

+$1.7M

550,000

增持

VERA VERA THERAPEUTICS INC

+$1.5M

742,572 +10%

清仓

— VIGIL NEUROSCIENCE INC

-$1.5M

0 -100%

清仓

— KEZAR LIFE SCIENCES INC

-$1.5M

0 -100%

建仓

AMLX AMYLYX PHARMACEUTICALS INC

+$1.3M

348,000

建仓

— KEZAR LIFE SCIENCES INC

+$1.3M

192,700

增持

XENE XENON PHARMACEUTICALS INC

+$1.3M

947,877 +4%

减持

IVVD INVIVYD INC

-$1.3M

1,149,300 -34%

建仓

KRRO KORRO BIO INC

+$1.2M

32,400

建仓

ANRO ALTO NEUROSCIENCE INC

+$1.1M

250,000

增持

— IMMATICS N.V

-$941.0K

3,087,462 +54%

建仓

AGIO AGIOS PHARMACEUTICALS INC

+$877.4K

26,700

减持

— SPRINGWORKS THERAPEUTICS INC

+$788.5K

1,255,031 -10%

减持

SRRK SCHOLAR ROCK HLDG CORP

+$615.0K

151,800 -80%

建仓

— LAKESHORE BIOPHARMA CO LTD

+$485.9K

140,428

减持

RYTM RHYTHM PHARMACEUTICALS INC

-$444.8K

400,000 -8%

增持

TIL INSTIL BIO INC

-$39.3K

116,785 +247%