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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 106 项
建仓 26
增持 24
减持 35
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
—
MDXHEALTH SA
+$285.9M
124,306,000
建仓
RCEL
AVITA MEDICAL INC
+$197.0M
82,010,995
建仓
—
ASTRAZENECA PLC
+$132.2M
670,200
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
MYGN
MYRIAD GENETICS INC
+$122.9M
125,000,000
减持
LLY
ELI LILLY & CO
-$105.9M
236,800
-21%
清仓
—
TERNS PHARMACEUTICALS INC
-$87.0M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$81.2M
2,382,100
-2%
建仓
MRK
MERCK & CO INC
+$79.8M
663,400
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$75.5M
119,000
-59%
减持
EW
EDWARDS LIFESCIENCES CORP
-$71.3M
1,230,600
-38%
清仓
—
APELLIS PHARMACEUTICALS INC
-$61.0M
0
-100%
清仓
CI
THE CIGNA GROUP
-$56.4M
0
-100%
清仓
—
RAPT THERAPEUTICS INC
-$55.6M
0
-100%
减持
SYK
STRYKER CORPORATION
-$54.3M
182,500
-44%
减持
ISRG
INTUITIVE SURGICAL INC
-$53.0M
208,700
-21%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$51.3M
0
-100%
清仓
—
ROIVANT SCIENCES LTD
-$47.5M
0
-100%
清仓
—
AVIDITY BIOSCIENCES INC
-$44.7M
0
-100%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$44.6M
0
-100%
增持
XENE
XENON PHARMACEUTICALS INC
+$41.6M
1,059,971
+137%
建仓
GH
GUARDANT HEALTH INC
+$40.2M
435,200
清仓
EXAS
EXACT SCIENCES CORP
-$35.7M
0
-100%
减持
CAI
CARIS LIFE SCIENCES INC
-$33.9M
2,806,811
-10%
减持
NTRA
NATERA INC
-$31.4M
262,000
-28%
减持
EYPT
EYEPOINT INC
-$31.3M
1,069,147
-57%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$27.7M
172,500
+83%
清仓
BRKR
BRUKER CORP
-$26.2M
0
-100%
建仓
PVLA
PALVELLA THERAPEUTICS INC NE
+$23.0M
184,600
减持
ARGX
ARGENX SE
-$22.8M
136,900
-6%
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$22.5M
962,300
增持
RLMD
RELMADA THERAPEUTICS INC
+$20.2M
4,715,864
+81%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$20.0M
2,052,900
+109%
建仓
STRO
SUTRO BIOPHARMA INC
+$20.0M
801,144
建仓
NKTR
NEKTAR THERAPEUTICS
+$19.8M
275,000
减持
DHR
DANAHER CORP DEL
-$18.2M
265,800
-11%
增持
—
UNIQURE NV
+$17.3M
2,136,149
+190%
清仓
—
MIND MEDICINE MINDMED INC
-$16.4M
0
-100%
减持
—
ADC THERAPEUTICS SA
-$15.6M
1,318,026
-77%
减持
MBX
MBX BIOSCIENCES INC
-$15.5M
3,637,887
-8%
建仓
DFTX
DEFINIUM THERAPEUTICS INC
+$15.2M
804,000
清仓
CTMX
CYTOMX THERAPEUTICS INC
-$15.0M
0
-100%
减持
AVTX
AVALO THERAPEUTICS INC
-$14.5M
475,165
-60%
清仓
VIR
VIR BIOTECHNOLOGY INC
-$14.4M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$14.3M
925,000
+19%
建仓
AMGN
AMGEN INC
+$14.0M
39,900
建仓
ALHC
ALIGNMENT HEALTHCARE INC
+$13.9M
791,000
增持
PFE
PFIZER INC
+$13.5M
1,946,500
+18%
减持
JANX
JANUX THERAPEUTICS INC
-$13.3M
983,600
-50%
减持
HELP
CYBIN INC
-$13.0M
3,832,843
-0%
清仓
TARS
TARSUS PHARMACEUTICALS INC
-$12.6M
0
-100%
减持
KRYS
KRYSTAL BIOTECH INC
-$11.7M
69,100
-42%
建仓
REGN
REGENERON PHARMACEUTICALS
+$11.4M
14,700
建仓
BIIB
BIOGEN INC
+$11.3M
61,600
减持
TRVI
TREVI THERAPEUTICS INC
-$10.7M
2,454,400
-23%
清仓
—
AMICUS THERAPEUTICS INC
-$10.4M
0
-100%
减持
AXSM
AXSOME THERAPEUTICS INC.
-$10.1M
213,921
-15%
建仓
—
QIAGEN NV
+$10.0M
250,000
增持
DYN
DYNE THERAPEUTICS INC
+$9.8M
2,917,884
+32%
增持
BCAX
BICARA THERAPEUTICS INC
+$9.8M
667,300
+219%
增持
GPCR
STRUCTURE THERAPEUTICS INC
-$9.7M
1,475,403
+27%
减持
NPCE
NEUROPACE INC
-$9.6M
2,096,527
-13%
清仓
RPTX
REPARE THERAPEUTICS INC
-$8.6M
0
-100%
清仓
CELC
CELCUITY INC
-$8.5M
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$8.3M
59,600
减持
KROS
KEROS THERAPEUTICS INC
-$8.0M
759,155
-6%
建仓
HRTX
HERON THERAPEUTICS INC
+$7.9M
9,816,940
增持
ESPR
ESPERION THERAPEUTICS INC NE
+$6.9M
10,570,300
+77%
建仓
CMPS
COMPASS PATHWAYS PLC
+$6.4M
1,150,646
清仓
PMVP
PMV PHARMACEUTICALS INC
-$6.2M
0
-100%
建仓
ALXO
ALX ONCOLOGY HLDGS INC
+$5.7M
2,866,256
减持
JBIO
JADE BIOSCIENCES INC
-$5.6M
185,011
-65%
建仓
AORT
ARTIVION INC
+$5.5M
151,000
减持
TECX
TECTONIC THERAPEUTIC INC
-$5.0M
226,600
-61%
减持
SION
SIONNA THERAPEUTICS INC
-$5.0M
3,530,702
-1%
增持
—
ASCENDIS PHARMA A/S
+$5.0M
181,977
+6%
清仓
INSM
INSMED INC
-$4.4M
0
-100%
减持
ORIC
ORIC PHARMACEUTICALS INC
+$4.3M
2,693,929
-26%
减持
—
KALVISTA PHARMACEUTICALS INC
-$4.3M
94,400
-75%
建仓
SVRA
SAVARA INC
+$3.5M
635,000
建仓
—
SOLENO THERAPEUTICS INC
+$3.3M
100,000
增持
CRBP
CORBUS PHARMACEUTICALS HLDGS
+$3.3M
1,737,287
+9%
建仓
LFST
LIFESTANCE HEALTH GROUP INC
+$3.2M
500,000
增持
VERA
VERA THERAPEUTICS INC
-$3.0M
369,596
+5%
增持
RVMD
REVOLUTION MEDICINES INC
+$3.0M
52,000
+101%
建仓
DRUG
BRIGHT MINDS BIOSCIENCES INC
+$2.9M
40,000
增持
BTSG
BRIGHTSPRING HEALTH SVCS INC
+$2.9M
497,800
+2%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$2.5M
42,100
+94%
增持
ABVX
ABIVAX SA
+$2.2M
465,700
+27%
减持
BIOA
BIOAGE LABS INC
+$2.0M
711,811
-10%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$1.9M
0
-100%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$1.6M
314,100
+31%
增持
PTCT
PTC THERAPEUTICS INC
+$1.6M
49,100
+112%
增持
ANRO
ALTO NEUROSCIENCE INC
+$1.5M
167,500
+34%
减持
ALMS
ALUMIS INC
+$1.3M
548,163
-50%
建仓
ATAI
ATAIBECKLEY INC
+$1.2M
347,000
减持
CGON
CG ONCOLOGY INC
+$1.2M
948,267
-37%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$1.2M
114,700
+16%
减持
—
KINIKSA PHARMACEUTICALS INTL
+$973.9K
180,599
-4%
清仓
MPLT
MAPLIGHT THERAPEUTICS INC
-$952.0K
0
-100%
减持
COGT
COGENT BIOSCIENCES INC
-$780.3K
322,100
-13%
减持
CGEM
CULLINAN THERAPEUTICS INC
+$658.6K
243,006
-10%
减持
CCCC
C4 THERAPEUTICS INC
-$431.2K
856,353
-39%
增持
LXEO
LEXEO THERAPEUTICS INC
-$423.2K
3,602,450
+70%
增持
PALI
PALISADE BIO INC
-$315.1K
2,333,000
+25%
减持
VTGN
VISTAGEN THERAPEUTICS INC
-$306.5K
3,060,000
-1%
减持
BCRX
BIOCRYST PHARMACEUTICALS INC
-$18.1K
1,425,200
-18%
