小隐寺数据中心
概览
新闻
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
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 102 项
建仓 23
增持 21
减持 36
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
MBX
MBX BIOSCIENCES INC
+$54.1M
3,935,203
-2%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$48.9M
1,161,803
+2%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$41.8M
775,000
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
EW
EDWARDS LIFESCIENCES CORP
+$38.9M
1,992,900
+18%
清仓
SIBN
SI-BONE INC
-$38.0M
0
-100%
减持
SION
SIONNA THERAPEUTICS INC
+$37.6M
3,561,655
-4%
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$34.7M
99,100
清仓
—
SCPHARMACEUTICALS INC
-$34.4M
0
-100%
建仓
HELP
CYBIN INC
+$31.4M
3,840,500
减持
—
TERNS PHARMACEUTICALS INC
+$30.2M
2,153,300
-72%
清仓
ITGR
INTEGER HLDGS CORP
-$30.0M
0
-100%
增持
PFE
PFIZER INC
+$28.4M
1,652,900
+231%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$27.9M
94,500
增持
—
RAPT THERAPEUTICS INC
+$27.6M
1,642,891
+51%
减持
—
AVIDITY BIOSCIENCES INC
-$26.7M
619,530
-62%
建仓
BRKR
BRUKER CORP
+$26.2M
555,789
减持
BSX
BOSTON SCIENTIFIC CORP
-$26.0M
2,419,300
-8%
清仓
—
AKERO THERAPEUTICS INC
-$25.0M
0
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$22.7M
288,800
-4%
建仓
ESPR
ESPERION THERAPEUTICS INC NE
+$22.1M
5,965,498
建仓
LXEO
LEXEO THERAPEUTICS INC
+$21.1M
2,125,000
减持
ISRG
INTUITIVE SURGICAL INC
+$20.7M
263,400
-8%
减持
MLYS
MINERALYS THERAPEUTICS INC
-$20.1M
980,400
-33%
清仓
ABT
ABBOTT LABS
-$20.1M
0
-100%
增持
EYPT
EYEPOINT INC
+$19.5M
2,468,314
+37%
减持
EXAS
EXACT SCIENCES CORP
-$18.7M
351,716
-65%
减持
SYK
STRYKER CORPORATION
-$18.6M
325,000
-10%
减持
AXSM
AXSOME THERAPEUTICS INC
-$18.4M
253,121
-52%
建仓
VERA
VERA THERAPEUTICS INC
+$17.9M
353,500
减持
ABVX
ABIVAX SA
+$17.4M
367,900
-3%
增持
DHR
DANAHER CORPORATION
+$16.5M
299,800
+14%
增持
JANX
JANUX THERAPEUTICS INC
-$16.2M
1,954,426
+11%
减持
NTRA
NATERA INC
+$14.7M
365,800
-15%
减持
DYN
DYNE THERAPEUTICS INC
+$13.8M
2,202,184
-5%
建仓
COGT
COGENT BIOSCIENCES INC
+$13.2M
371,000
建仓
RLMD
RELMADA THERAPEUTICS INC
+$12.6M
2,610,600
增持
—
MIND MEDICINE MINDMED INC
+$12.1M
1,226,700
+234%
建仓
TECX
TECTONIC THERAPEUTIC INC
+$12.0M
574,600
减持
CTMX
CYTOMX THERAPEUTICS INC
-$12.0M
3,525,650
-58%
清仓
—
ASTRAZENECA PLC
-$11.5M
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
+$11.4M
119,800
+17%
减持
NPCE
NEUROPACE INC
+$10.2M
2,406,335
-8%
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$10.2M
0
-100%
减持
TRVI
TREVI THERAPEUTICS INC
+$9.7M
3,190,700
-4%
增持
CI
THE CIGNA GROUP
+$9.5M
205,000
+26%
清仓
—
ADICET BIO INC
-$9.3M
0
-100%
增持
—
UNIQURE NV
-$9.1M
737,400
+61%
减持
CCCC
C4 THERAPEUTICS INC
-$8.9M
1,404,902
-73%
减持
IRON
DISC MEDICINE INC
-$8.7M
1,067,550
-25%
建仓
ACET
ADICET BIO INC
+$8.7M
1,027,944
减持
CGEM
CULLINAN THERAPEUTICS INC
-$8.6M
270,006
-86%
清仓
VSTM
VERASTEM INC
-$7.8M
0
-100%
增持
CAI
CARIS LIFE SCIENCES INC
-$7.7M
3,116,011
+3%
建仓
—
KINIKSA PHARMACEUTICALS INTL
+$7.7M
187,199
增持
—
UROGEN PHARMA LTD
+$6.8M
875,487
+27%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$6.7M
1,741,800
+93%
减持
CGON
CG ONCOLOGY INC
-$6.6M
1,516,550
-12%
减持
—
ROIVANT SCIENCES LTD
+$6.5M
2,190,907
-19%
清仓
MIST
MILESTONE PHARMACEUTICALS IN
-$6.4M
0
-100%
建仓
—
KALVISTA PHARMACEUTICALS INC
+$6.2M
382,400
增持
BTSG
BRIGHTSPRING HEALTH SVCS INC
+$6.1M
488,500
+18%
建仓
—
PHARVARIS N V
+$5.7M
205,400
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$5.1M
314,240
-11%
减持
AVTX
AVALO THERAPEUTICS INC
+$4.4M
1,187,300
-12%
建仓
PALI
PALISADE BIO INC
+$4.4M
1,871,420
增持
CELC
CELCUITY INC
+$4.4M
85,664
+2%
减持
ARGX
ARGENX SE
-$4.3M
146,000
-15%
清仓
—
IMMATICS N.V
-$4.0M
0
-100%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$3.9M
239,800
+11%
清仓
SRRK
SCHOLAR ROCK HLDG CORP
-$3.7M
0
-100%
清仓
TGTX
TG THERAPEUTICS INC
-$3.6M
0
-100%
建仓
BCAX
BICARA THERAPEUTICS INC
+$3.5M
209,100
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$3.4M
999,000
-17%
增持
XENE
XENON PHARMACEUTICALS INC
+$3.2M
447,200
+7%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
+$3.1M
105,200
-8%
减持
ALMS
ALUMIS INC
+$3.1M
1,102,730
-43%
减持
—
ADC THERAPEUTICS SA
-$3.1M
5,822,854
-1%
减持
—
APELLIS PHARMACEUTICALS INC
+$2.8M
2,429,868
-6%
清仓
—
CELCUITY INC
-$2.7M
0
-100%
减持
—
AMICUS THERAPEUTICS INC
-$2.6M
729,900
-56%
增持
INSM
INSMED INC
+$2.5M
25,400
+89%
减持
PMVP
PMV PHARMACEUTICALS INC
-$2.1M
4,975,291
-17%
建仓
RVMD
REVOLUTION MEDICINES INC
+$2.1M
25,900
建仓
OCUL
OCULAR THERAPEUTIX INC
+$1.9M
157,300
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$1.9M
21,700
清仓
—
ATAI LIFE SCIENCES NV
-$1.8M
0
-100%
增持
CRBP
CORBUS PHARMACEUTICALS HLDGS
-$1.8M
1,597,287
+36%
建仓
PTCT
PTC THERAPEUTICS INC
+$1.8M
23,200
清仓
KRRO
KORRO BIO INC
-$1.6M
0
-100%
减持
—
ASCENDIS PHARMA A/S
-$1.5M
171,977
-10%
减持
ANRO
ALTO NEUROSCIENCE INC
+$1.2M
125,000
-50%
清仓
—
MURAL ONCOLOGY PUB LTD CO
-$1.2M
0
-100%
建仓
—
COGENT BIOSCIENCES INC
+$1.2M
1,000,000
建仓
MPLT
MAPLIGHT THERAPEUTICS INC
+$952.0K
56,000
减持
TARS
TARSUS PHARMACEUTICALS INC
+$881.1K
154,400
-22%
清仓
LYEL
LYELL IMMUNOPHARMA INC
-$840.0K
0
-100%
清仓
—
KEZAR LIFE SCIENCES INC
-$751.5K
0
-100%
清仓
XERS
XERIS BIOPHARMA HOLDINGS INC
-$654.6K
0
-100%
清仓
PASG
PASSAGE BIO INC
-$474.1K
0
-100%
增持
NSPR
INSPIREMD INC
+$436.0K
3,133,405
+47%
清仓
—
DIH HLDG US INC
-$358.1K
0
-100%
减持
KROS
KEROS THERAPEUTICS INC
+$257.4K
804,212
-21%
