小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 65 项建仓 10增持 16减持 24清仓 15

方向

标的

Δ市值

现股数(环比)

清仓

SRPT SAREPTA THERAPEUTICS INC

-$117.1M

0 -100%

增持

PFE PFIZER INC

+$103.6M

4,350,200 +1640%

清仓

MRK MERCK & CO INC

-$82.6M

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

BIIB BIOGEN INC

-$77.9M

0 -100%

减持

ISRG INTUITIVE SURGICAL INC

-$65.5M

291,000 -28%

清仓

UHS UNIVERSAL HLTH SVCS INC

-$57.3M

0 -100%

建仓

AXSM AXSOME THERAPEUTICS INC

+$45.1M

386,700

减持

IRON DISC MEDICINE INC

-$43.0M

1,415,020 -21%

增持

MBX MBX BIOSCIENCES INC

-$40.7M

4,002,887 +5%

减持

THC TENET HEALTHCARE CORP

-$40.6M

465,000 -43%

增持

UNH UNITEDHEALTH GROUP INC

+$39.2M

201,200 +54%

建仓

SION SIONNA THERAPEUTICS INC

+$38.8M

3,704,959

建仓

TARS TARSUS PHARMACEUTICALS INC

+$33.6M

653,743

建仓

— APELLIS PHARMACEUTICALS INC

+$31.3M

1,432,300

增持

EW EDWARDS LIFESCIENCES CORP

+$26.3M

1,532,000 +34%

减持

XBI SPDR SER TR

-$25.4M

100,000 -73%

减持

NBIX NEUROCRINE BIOSCIENCES INC

-$24.7M

934,640 -0%

减持

IONS IONIS PHARMACEUTICALS INC

-$21.9M

2,540,136 -10%

增持

— AVIDITY BIOSCIENCES INC

+$21.2M

1,812,886 +63%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$20.3M

129,000 +53%

减持

VERA VERA THERAPEUTICS INC

-$19.8M

481,065 -35%

清仓

MLYS MINERALYS THERAPEUTICS INC

-$19.8M

0 -100%

增持

CGON CG ONCOLOGY INC

+$19.5M

2,471,994 +73%

减持

GILD GILEAD SCIENCES INC

-$19.0M

197,500 -56%

减持

DYN DYNE THERAPEUTICS INC

-$18.3M

1,014,611 -17%

增持

VRTX VERTEX PHARMACEUTICALS INC

+$16.7M

159,900 +6%

清仓

MEDP MEDPACE HLDGS INC

-$14.9M

0 -100%

减持

CYTK CYTOKINETICS INC

-$13.9M

1,509,205 -5%

建仓

AMGN AMGEN INC

+$13.8M

44,200

清仓

— INTRA-CELLULAR THERAPIES INC

-$13.6M

0 -100%

增持

NTRA NATERA INC

+$12.0M

547,000 +32%

增持

SYK STRYKER CORPORATION

+$9.7M

359,200 +4%

减持

CGEM CULLINAN THERAPEUTICS INC

-$9.1M

1,923,855 -1%

减持

VIR VIR BIOTECHNOLOGY INC

-$9.1M

2,248,249 -30%

减持

FBRX FORTE BIOSCIENCES INC

-$9.0M

593,088 -1%

增持

AGIO AGIOS PHARMACEUTICALS INC

+$8.7M

325,500 +1119%

清仓

NMRA NEUMORA THERAPEUTICS INC.

-$8.5M

0 -100%

清仓

GERN GERON CORP

-$7.7M

0 -100%

建仓

WHWK WHITEHAWK THERAPEUTICS INC

+$7.4M

4,166,000

建仓

TRVI TREVI THERAPEUTICS INC

+$7.0M

1,120,000

建仓

— KESTRA MED TECHNOLOGIES LTD

+$6.2M

250,000

增持

ARGX ARGENX SE

+$5.7M

206,700 +9%

增持

— AKERO THERAPEUTICS INC

+$5.4M

179,900 +173%

增持

CCCC C4 THERAPEUTICS INC

-$5.4M

6,830,300 +51%

减持

CRDF CARDIFF ONCOLOGY INC

-$4.9M

573,884 -63%

清仓

MIST MILESTONE PHARMACEUTICALS IN

-$4.7M

0 -100%

减持

INSM INSMED INC

-$4.3M

28,659 -70%

减持

ALNY ALNYLAM PHARMACEUTICALS INC

-$4.3M

346,100 -17%

减持

— SPRINGWORKS THERAPEUTICS INC

+$4.2M

1,122,800 -11%

增持

TYRA TYRA BIOSCIENCES INC

-$4.1M

1,752,831 +19%

建仓

ORIC ORIC PHARMACEUTICALS INC

+$3.9M

700,000

减持

— X4 PHARMACEUTICALS INC

-$3.6M

6,776,515 -5%

清仓

ARDT ARDENT HEALTH PARTNERS INC

-$3.5M

0 -100%

减持

SIBN SI-BONE INC

-$3.5M

3,442,853 -7%

清仓

PEPG PEPGEN INC

-$2.5M

0 -100%

减持

RYTM RHYTHM PHARMACEUTICALS INC

-$2.3M

380,000 -5%

减持

— ENGENE HOLDINGS INC

-$2.1M

891,616 -3%

清仓

— LYELL IMMUNOPHARMA INC

-$2.0M

0 -100%

增持

ITGR INTEGER HLDGS CORP

+$2.0M

662,500 +15%

清仓

IMVT IMMUNOVANT INC

-$1.9M

0 -100%

减持

— PASSAGE BIO INC

-$1.7M

7,034,626 -5%

减持

BSX BOSTON SCIENTIFIC CORP

+$1.5M

2,813,200 -11%

清仓

— ELEVATION ONCOLOGY INC

-$529.6K

0 -100%

建仓

— DIH HLDG US INC

+$442.9K

1,915,000

减持

IVVD INVIVYD INC

+$55.8K

933,500 -19%