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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 78 项建仓 23增持 15减持 22清仓 18

方向

标的

Δ市值

现股数(环比)

清仓

UNH UNITEDHEALTH GROUP INC

-$120.5M

0 -100%

清仓

VRTX VERTEX PHARMACEUTICALS INC

-$93.6M

0 -100%

清仓

THC TENET HEALTHCARE CORP

-$81.8M

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。

建仓

DHR DANAHER CORPORATION

+$52.2M

263,100

建仓

UTHR UNITED THERAPEUTICS CORP DEL

+$48.2M

114,900

建仓

CI THE CIGNA GROUP

+$46.9M

162,800

减持

BSX BOSTON SCIENTIFIC CORP

-$45.5M

2,629,300 -7%

增持

MLYS MINERALYS THERAPEUTICS INC

+$45.4M

1,469,494 +93%

清仓

CYTK CYTOKINETICS INC

-$35.6M

0 -100%

增持

ORIC ORIC PHARMACEUTICALS INC

+$34.6M

3,641,756 +305%

减持

LLY ELI LILLY & CO

-$33.4M

301,200 -11%

建仓

ABVX ABIVAX SA

+$32.3M

380,000

增持

— ASCENDIS PHARMA A/S

+$32.2M

191,905 +458%

增持

— APELLIS PHARMACEUTICALS INC

+$31.7M

2,573,368 +68%

清仓

— THIRD HARMONIC BIO INC

-$31.4M

0 -100%

减持

NTRA NATERA INC

-$31.2M

429,300 -28%

减持

ISRG INTUITIVE SURGICAL INC

-$29.7M

287,200 -1%

建仓

— UNIQURE NV

+$26.8M

458,500

减持

ALNY ALNYLAM PHARMACEUTICALS INC

+$26.0M

301,600 -12%

建仓

EYPT EYEPOINT PHARMACEUTICALS INC

+$25.6M

1,796,000

减持

ITGR INTEGER HLDGS CORP

-$23.3M

290,000 -33%

增持

EXAS EXACT SCIENCES CORP

+$22.1M

994,616 +64%

建仓

ABT ABBOTT LABS

+$20.1M

150,000

减持

— AVIDITY BIOSCIENCES INC

+$19.9M

1,638,886 -10%

增持

AXSM AXSOME THERAPEUTICS INC

+$19.9M

531,800 +24%

增持

DYN DYNE THERAPEUTICS INC

+$19.5M

2,314,184 +124%

清仓

AGIO AGIOS PHARMACEUTICALS INC

-$18.6M

0 -100%

增持

CRNX CRINETICS PHARMACEUTICALS IN

+$16.9M

1,199,000 +4%

增持

KRYS KRYSTAL BIOTECH INC

+$16.9M

102,745 +1017%

减持

CGON CG ONCOLOGY INC

+$16.8M

1,726,850 -15%

建仓

CARL CARLSMED INC

+$16.8M

1,252,600

增持

JANX JANUX THERAPEUTICS INC

+$15.2M

1,766,100 +46%

建仓

STTK SHATTUCK LABS INC

+$15.1M

6,306,127

减持

— RAPT THERAPEUTICS INC

+$14.9M

1,086,618 -34%

增持

— AKERO THERAPEUTICS INC

+$13.7M

526,200 +149%

减持

XENE XENON PHARMACEUTICALS INC

-$12.8M

419,600 -56%

建仓

PFE PFIZER INC

+$12.7M

500,000

减持

ARGX ARGENX SE

+$12.4M

172,300 -17%

增持

AVTX AVALO THERAPEUTICS INC

+$12.3M

1,349,300 +40%

建仓

BTSG BRIGHTSPRING HEALTH SVCS INC

+$12.2M

413,800

清仓

ABCL ABCELLERA BIOLOGICS INC

-$11.5M

0 -100%

建仓

VTGN VISTAGEN THERAPEUTICS INC

+$11.0M

3,105,200

减持

— ROIVANT SCIENCES LTD

+$9.8M

2,714,798 -2%

清仓

CPRX CATALYST PHARMACEUTICALS INC

-$9.0M

0 -100%

增持

AMLX AMYLYX PHARMACEUTICALS INC

+$8.2M

750,600 +140%

清仓

ZLAB ZAI LAB LTD

-$8.1M

0 -100%

建仓

VSTM VERASTEM INC

+$7.8M

887,561

清仓

TYRA TYRA BIOSCIENCES INC

-$7.7M

0 -100%

增持

— UROGEN PHARMA LTD

+$7.2M

689,000 +44%

减持

GPCR STRUCTURE THERAPEUTICS INC

+$7.0M

1,139,300 -5%

清仓

— ITEOS THERAPEUTICS INC

-$7.0M

0 -100%

建仓

BCRX BIOCRYST PHARMACEUTICALS INC

+$6.8M

901,500

建仓

MIST MILESTONE PHARMACEUTICALS IN

+$6.4M

3,221,828

减持

RYTM RHYTHM PHARMACEUTICALS INC

+$6.0M

215,152 -13%

减持

NBIX NEUROCRINE BIOSCIENCES INC

-$5.5M

353,640 -19%

清仓

— IKENA ONCOLOGY INC

-$4.7M

0 -100%

增持

— ASTRAZENECA PLC

+$4.5M

150,000 +50%

建仓

— MIND MEDICINE MINDMED INC

+$4.3M

367,824

建仓

CELC CELCUITY INC

+$4.2M

84,020

建仓

SRRK SCHOLAR ROCK HLDG CORP

+$3.7M

100,000

建仓

TGTX TG THERAPEUTICS INC

+$3.6M

100,000

建仓

IMA IMAGENEBIO INC

+$3.1M

378,556

建仓

— CELCUITY INC

+$2.7M

2,000,000

减持

EW EDWARDS LIFESCIENCES CORP

-$2.6M

1,684,000 -1%

清仓

— ENGENE HOLDINGS INC

-$2.5M

0 -100%

清仓

— PASSAGE BIO INC

-$2.4M

0 -100%

减持

CCCC C4 THERAPEUTICS INC

+$1.9M

5,235,146 -23%

建仓

— ATAI LIFE SCIENCES NV

+$1.8M

347,000

减持

PMVP PMV PHARMACEUTICALS INC

+$1.5M

5,975,291 -8%

清仓

— TURNSTONE BIOLOGICS CORP

-$1.1M

0 -100%

清仓

— CHEMOMAB THERAPEUTICS LTD

-$1.1M

0 -100%

减持

BIOA BIOAGE LABS INC

+$842.8K

790,901 -14%

减持

— PRELUDE THERAPEUTICS INC

-$626.7K

6,210,899 -48%

建仓

PASG PASSAGE BIO INC

+$474.1K

59,046

减持

— AMICUS THERAPEUTICS INC

-$129.6K

1,645,400 -28%

清仓

INMB INMUNE BIO INC

-$115.5K

0 -100%

减持

— IMMATICS N.V

+$102.4K

466,601 -35%

清仓

— LAKESHORE BIOPHARMA CO LTD

-$55.9K

0 -100%