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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 82 项建仓 16增持 19减持 23清仓 24

方向

标的

Δ市值

现股数(环比)

增持

EWTX EDGEWISE THERAPEUTICS INC

-$127.0M

15,518,492 +3%

清仓

PFE PFIZER INC

-$110.2M

0 -100%

建仓

CAI CARIS LIFE SCIENCES INC

+$81.1M

3,034,858

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

IONS IONIS PHARMACEUTICALS INC

-$76.6M

0 -100%

清仓

— SPRINGWORKS THERAPEUTICS INC

-$49.5M

0 -100%

减持

NBIX NEUROCRINE BIOSCIENCES INC

-$48.3M

438,540 -53%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$45.3M

46,500 -64%

清仓

XTNT XTANT MED HLDGS INC

-$34.4M

0 -100%

建仓

— ROIVANT SCIENCES LTD

+$31.3M

2,779,427

减持

TARS TARSUS PHARMACEUTICALS INC

-$25.6M

197,900 -70%

减持

CYTK CYTOKINETICS INC

-$25.1M

1,077,000 -29%

减持

ITGR INTEGER HLDGS CORP

-$24.9M

433,400 -35%

增持

NTRA NATERA INC

+$22.9M

593,434 +8%

增持

EW EDWARDS LIFESCIENCES CORP

+$22.5M

1,708,000 +11%

清仓

GILD GILEAD SCIENCES INC

-$22.1M

0 -100%

建仓

CTMX CYTOMX THERAPEUTICS INC

+$19.2M

8,461,500

减持

ALNY ALNYLAM PHARMACEUTICALS INC

+$18.0M

341,900 -1%

清仓

VSTM VERASTEM INC

-$17.3M

0 -100%

增持

VRTX VERTEX PHARMACEUTICALS INC

+$16.1M

210,287 +32%

清仓

— RAPT THERAPEUTICS INC

-$16.0M

0 -100%

增持

UNH UNITEDHEALTH GROUP INC

+$15.1M

386,300 +92%

清仓

AMGN AMGEN INC

-$13.8M

0 -100%

建仓

— RAPT THERAPEUTICS INC

+$13.1M

1,641,906

减持

NPCE NEUROPACE INC

-$12.7M

2,614,184 -23%

清仓

VERA VERA THERAPEUTICS INC

-$11.6M

0 -100%

增持

TRVI TREVI THERAPEUTICS INC

+$11.1M

3,308,400 +195%

增持

GPCR STRUCTURE THERAPEUTICS INC

+$11.0M

1,199,300 +50%

增持

FBRX FORTE BIOSCIENCES INC

+$10.9M

1,196,955 +102%

建仓

MLYS MINERALYS THERAPEUTICS INC

+$10.3M

760,351

减持

— IMMATICS N.V

-$10.1M

719,901 -77%

清仓

— ACELYRIN INC

-$9.9M

0 -100%

建仓

CPRX CATALYST PHARMACEUTICALS INC

+$9.0M

416,900

增持

AGIO AGIOS PHARMACEUTICALS INC

+$9.0M

557,900 +71%

减持

TYRA TYRA BIOSCIENCES INC

-$8.6M

804,603 -54%

清仓

XBI SPDR SER TR

-$8.1M

0 -100%

建仓

ZLAB ZAI LAB LTD

+$8.1M

231,000

减持

CGON CG ONCOLOGY INC

-$7.8M

2,027,850 -18%

增持

ARGX ARGENX SE

-$7.7M

208,000 +1%

增持

JANX JANUX THERAPEUTICS INC

+$7.5M

1,210,300 +60%

减持

— ADC THERAPEUTICS SA

+$7.4M

5,907,351 -1%

建仓

— ASTRAZENECA PLC

+$7.0M

100,000

建仓

— ITEOS THERAPEUTICS INC

+$7.0M

700,000

增持

CRVS CORVUS PHARMACEUTICALS INC

+$6.6M

7,165,006 +3%

建仓

— UROGEN PHARMA LTD

+$6.6M

478,400

清仓

— KESTRA MED TECHNOLOGIES LTD

-$6.2M

0 -100%

建仓

— ASCENDIS PHARMA A/S

+$5.9M

34,400

建仓

ALMS ALUMIS INC

+$5.8M

1,926,423

建仓

JBIO JADE BIOSCIENCES INC

+$5.3M

531,163

增持

ORIC ORIC PHARMACEUTICALS INC

+$5.2M

899,281 +28%

清仓

SRRK SCHOLAR ROCK HLDG CORP

-$4.9M

0 -100%

增持

— APELLIS PHARMACEUTICALS INC

-$4.8M

1,532,300 +7%

减持

RYTM RHYTHM PHARMACEUTICALS INC

-$4.4M

248,512 -35%

增持

— AKERO THERAPEUTICS INC

+$4.0M

211,300 +17%

清仓

BCAX BICARA THERAPEUTICS INC

-$3.9M

0 -100%

减持

KRYS KRYSTAL BIOTECH INC

-$3.0M

9,200 -61%

减持

CMPX COMPASS THERAPEUTICS INC

-$2.9M

15,219,994 -32%

减持

EXAS EXACT SCIENCES CORP

+$2.8M

607,316 -11%

增持

VIR VIR BIOTECHNOLOGY INC

-$2.6M

2,380,715 +6%

清仓

CBLL CERIBELL INC

-$2.2M

0 -100%

减持

ABCL ABCELLERA BIOLOGICS INC

+$2.1M

3,344,568 -20%

清仓

TIL INSTIL BIO INC

-$2.0M

0 -100%

清仓

CRDF CARDIFF ONCOLOGY INC

-$1.8M

0 -100%

清仓

— X4 PHARMACEUTICALS INC

-$1.6M

0 -100%

减持

— ENGENE HOLDINGS INC

-$1.5M

677,977 -24%

清仓

NKTX NKARTA INC

-$1.5M

0 -100%

建仓

— MURAL ONCOLOGY PUB LTD CO

+$1.5M

588,800

清仓

FATE FATE THERAPEUTICS INC

-$1.3M

0 -100%

清仓

— BIOMX INC

-$993.5K

0 -100%

减持

INSM INSMED INC

-$831.9K

13,459 -53%

减持

— CHEMOMAB THERAPEUTICS LTD

-$806.4K

940,990 -46%

增持

DYN DYNE THERAPEUTICS INC

-$793.9K

1,031,400 +2%

减持

AMLX AMYLYX PHARMACEUTICALS INC

+$775.7K

313,200 -10%

清仓

TNGX TANGO THERAPEUTICS INC

-$753.5K

0 -100%

清仓

IVVD INVIVYD INC

-$565.0K

0 -100%

清仓

— NEXTCURE INC

-$548.1K

0 -100%

增持

CRNX CRINETICS PHARMACEUTICALS IN

-$461.2K

1,149,000 +15%

建仓

LYEL LYELL IMMUNOPHARMA INC

+$457.3K

51,727

增持

AXSM AXSOME THERAPEUTICS INC

-$432.3K

427,900 +11%

减持

— LAKESHORE BIOPHARMA CO LTD

-$288.2K

54,799 -61%

减持

SIBN SI-BONE INC

+$233.2K

2,578,979 -25%

建仓

INMB INMUNE BIO INC

+$115.5K

50,000

减持

— PASSAGE BIO INC

-$60.0K

6,055,300 -14%