Institutions / Orbimed Advisors LLC

Orbimed Advisors LLC

CIK 1055951 · Institutionalso an insider · as of Mar 31, 2026
Portfolio value
$4.59B
Positions
107
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$4.59B-6.2%
$4.89B$4.74B$4.59BQ4 '25Q1 '26

Positions

107+1.9%
107106105Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 107 →
CompanyClassValueShares% of portfolio
Edgewise Therapeutics, Inc.—$488.83M15,518,49210.7%
Enliven Therapeutics, Inc.ELVNCommon Stock$312.01M7,959,5386.8%
ELI LILLY & Co—$217.80M236,8004.7%
Sinovac Biotech Ltd—$184.47M2,718,7354.0%
Boston Scientific Corp—$149.48M2,382,1003.3%
Sionna Therapeutics, Inc.—$141.55M3,530,7023.1%
Astrazeneca PLC—$132.18M670,2002.9%
Myriad Genetics Inc—$122.88M125,000,0002.7%
MBX Biosciences, Inc.MBXCommon Stock$108.59M3,637,8872.4%
Corvus Pharmaceuticals, Inc.—$104.82M7,165,0062.3%
Argenx SE—$99.97M136,9002.2%
Edwards Lifesciences Corp—$98.55M1,230,6002.1%
Intuitive Surgical Inc—$96.21M208,7002.1%
Compass Therapeutics, Inc.—$80.51M15,219,9941.8%
Merck & Co., Inc.—$79.80M663,4001.7%
Structure Therapeutics Inc.GPCRADR$71.11M1,475,4031.6%
Arrivent Biopharma IncAVBPCommon Stock$69.84M3,027,3281.5%
Disc Medicine, Inc.IRONCommon Stock$68.26M1,067,5501.5%
ARS Pharmaceuticals, Inc.—$66.56M8,288,5101.5%
CG Oncology, Inc.—$64.18M948,2671.4%
Xenon Pharmaceuticals Inc.—$61.64M1,059,9711.3%
Stryker Corp—$59.97M182,5001.3%
Bristol Myers Squibb Co—$56.10M925,0001.2%
Mineralys Therapeutics IncMLYSCommon Stock$55.61M2,052,9001.2%
Praxis Precision Medicines, Inc.—$55.58M172,5001.2%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewG0593M107
Common stock
$132.18M+670K
670,200
2.88% of portfolio
high
Q1 2026
as of
ExitTerns Pharmaceuticals, Inc.
Common stock
$-86.99M-2.2M
-100.00%
0
high
Q1 2026
as of
NewMerck & Co., Inc.
Common stock
$79.80M+663K
663,400
1.74% of portfolio
high
Q1 2026
as of
ExitApellis Pharmaceuticals, Inc.
Common stock
$-61.04M-2.4M
-100.00%
0
high
Q1 2026
as of
TrimELI LILLY & Co
Common stock
$-59.23M-64K
-21.38%
236,800
4.75% of portfolio
high
Q1 2026
as of
ExitCigna Group
Common stock
$-56.42M-205K
-100.00%
0
high
Q1 2026
as of
TrimAlnylam Pharmaceuticals Inc
Common stock
$-56.18M-170K
-58.80%
119,000
0.86% of portfolio
high
Q1 2026
as of
Exit75382E208
Common stock
$-55.64M-1.6M
-100.00%
0
high
Q1 2026
as of
ExitUnited Therapeutics Corp
Common stock
$-51.26M-105K
-100.00%
0
high
Q1 2026
as of
TrimEdwards Lifesciences Corp
Common stock
$-49.03M-612K
-33.22%
1,230,600
2.15% of portfolio
medium

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Jun 22, 2026SellELVN
Enliven Therapeutics, Inc.
Common Stock
$35.72M-787K
-10.65%
6,601,878
9.01% of shares
high
Jun 15, 2026SellELVN
Enliven Therapeutics, Inc.
Common Stock
$12.26M-272K
-3.55%
7,388,902
10.08% of shares
high
Apr 15, 2026SellSION
Sionna Therapeutics, Inc.
Common Stock
$10.53M-236K
-6.77%
3,247,025
7.18% of shares
medium
Apr 16, 2026SellSION
Sionna Therapeutics, Inc.
Common Stock
$10.29M-227K
-6.99%
3,020,119
6.68% of shares
medium
May 28, 2026BuyQTTB
Q32 Bio Inc.
Common Stock
$10.00M+1.3M
+55.48%
3,502,987
11.77% of shares
high
May 11, 2026SellSION
Sionna Therapeutics, Inc.
Common Stock
$8.53M-185K
-6.46%
2,671,822
5.91% of shares
medium
Apr 21, 2026BuyPRLD
Prelude Therapeutics Incorporated
Common Stock
$7.50M+1.7M
+16.69%
11,808,945
14.80% of shares
high
May 28, 2026BuyQTTB
Q32 Bio Inc.
Common Stock
$5.00M+625K
625,000
2.10% of shares
high
Apr 21, 2026BuyPRLD
Prelude Therapeutics Incorporated
Common Stock
$5.00M+1.1M
1,126,126
1.41% of shares
high
May 8, 2026SellSION
Sionna Therapeutics, Inc.
Common Stock
$2.66M-60K
-2.05%
2,856,461
6.32% of shares
medium