Orbimed Advisors LLC Top Holdings and 13F Report (2025) About Orbimed Advisors LLCInvestment ActivityOrbimed Advisors LLC has $4.86 billion in total holdings as of December 31, 2024.Orbimed Advisors LLC owns shares of 113 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 13.41% of the portfolio was purchased this quarter.About 16.62% of the portfolio was sold this quarter.This quarter, Orbimed Advisors LLC has purchased 114 new stocks and bought additional shares in 22 stocks.Orbimed Advisors LLC sold shares of 24 stocks and completely divested from 21 stocks this quarter.Largest Holdings Edgewise Therapeutics $401,079,951Sinovac Biotech $333,996,595Boston Scientific $282,277,996Eli Lilly and Company $260,627,200Intuitive Surgical $209,671,332 Largest New Holdings this Quarter 91678A107 - UPSTREAM BIO INC $93,602,603 Holding28176E108 - Edwards Lifesciences $84,786,707 Holding78464A870 - SPDR S&P Biotech ETF $33,502,320 Holding75382E109 - RAPT Therapeutics $20,753,711 Holding34962G208 - FORTE BIOSCIENCES INC $13,626,000 Holding Largest Purchases this Quarter UPSTREAM BIO INC 5,693,589 shares (about $93.60M)Neurocrine Biosciences 635,900 shares (about $86.80M)Edwards Lifesciences 1,145,302 shares (about $84.79M)Alnylam Pharmaceuticals 165,300 shares (about $38.90M)Cytokinetics 817,099 shares (about $38.44M) Largest Sales this Quarter Merck & Co., Inc. 486,100 shares (about $48.36M)Biogen 303,900 shares (about $46.47M)Natera 274,500 shares (about $43.45M)Janux Therapeutics 500,000 shares (about $26.77M)Scholar Rock 590,500 shares (about $25.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrbimed Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEWTXEdgewise Therapeutics$401,079,9510.0%15,021,7218.3%MedicalSVASinovac Biotech$333,996,5950.0%2,718,7356.9%MedicalBSXBoston Scientific$282,277,996$10,066,364 ▼-3.4%3,160,3005.8%MedicalLLYEli Lilly and Company$260,627,2000.0%337,6005.4%MedicalISRGIntuitive Surgical$209,671,332$16,754,916 ▼-7.4%401,7004.3%MedicalELVNEnliven Therapeutics$179,089,6050.0%7,959,5383.7%MedicalNBIXNeurocrine Biosciences$128,053,380$86,800,350 ▲210.4%938,1202.6%MedicalSYKStryker$124,001,2200.0%344,4002.6%MedicalSRPTSarepta Therapeutics$117,139,806$4,997,349 ▼-4.1%963,4002.4%MedicalARGXargenx$116,665,500$9,102,000 ▼-7.2%189,7002.4%MedicalIRONDisc Medicine$113,205,2010.0%1,785,5712.3%MedicalTHCTenet Healthcare$103,129,910$4,418,050 ▲4.5%817,0002.1%MedicalIONSIonis Pharmaceuticals$98,494,451$17,231,784 ▲21.2%2,817,3472.0%MedicalALNYAlnylam Pharmaceuticals$97,794,836$38,896,743 ▲66.0%415,6002.0%MedicalUPSTREAM BIO INC$93,602,603$93,602,603 ▲New Holding5,693,5891.9%COMSPRYARS Pharmaceuticals$87,443,7810.0%8,288,5101.8%MedicalEWEdwards Lifesciences$84,786,707$84,786,707 ▲New Holding1,145,3021.7%MedicalMRKMerck & Co., Inc.$82,558,452$48,357,228 ▼-36.9%829,9001.7%MedicalARRIVENT BIOPHARMA INC$80,648,0180.0%3,027,3281.7%COMBIIBBiogen$77,851,572$46,472,388 ▼-37.4%509,1001.6%MedicalITGRInteger$76,199,0000.0%575,0001.6%MedicalCYTKCytokinetics$74,511,595$38,436,337 ▲106.5%1,584,0051.5%MedicalMBX BIOSCIENCES INC$70,259,1220.0%3,812,2151.4%COMUNHUnitedHealth Group$66,217,074$24,331,866 ▼-26.9%130,9001.4%MedicalNTRANatera$65,377,900$43,453,350 ▼-39.9%413,0001.3%MedicalVRTXVertex Pharmaceuticals$60,807,7000.0%151,0001.3%MedicalTHRDTF Financial$59,466,6410.0%5,779,0711.2%MedicalUHSUniversal Health Services$57,288,806$29,299,286 ▲104.7%319,3001.2%MedicalSIBNSI-BONE$51,773,799$1,921,469 ▲3.9%3,692,8531.1%MedicalCRNXCrinetics Pharmaceuticals$51,078,870$2,610,442 ▼-4.9%999,0001.1%MedicalSWTXSpringWorks Therapeutics$45,344,270$4,899,228 ▼-9.8%1,255,0310.9%MedicalTMOThermo Fisher Scientific$43,907,4120.0%84,4000.9%MedicalTERNTerns Pharmaceuticals$41,898,8590.0%7,562,9710.9%MedicalGILDGilead Sciences$41,160,072$27,147,543 ▲193.7%445,6000.8%MedicalCG ONCOLOGY INC$41,044,350$21,223,200 ▲107.1%1,431,1140.8%COMJANXJanux Therapeutics$40,613,624$26,770,000 ▼-39.7%758,5660.8%MedicalEXASExact Sciences$38,198,8610.0%679,8160.8%MedicalNPCENeuroPace$38,116,8890.0%3,406,3350.8%MedicalXENEXenon Pharmaceuticals$37,156,778$1,429,114 ▲4.0%947,8770.8%MedicalCRVSCorvus Pharmaceuticals$37,148,5490.0%6,943,6540.8%MedicalXBISPDR S&P Biotech ETF$33,502,320$33,502,320 ▲New Holding372,0000.7%ETFCMPXCompass Therapeutics$32,426,1330.0%22,362,8500.7%MedicalXTNTXtant Medical$32,389,7640.0%73,114,5920.7%MedicalRNAAvidity Biosciences$32,362,725$928,205 ▼-2.8%1,112,8860.7%MedicalVERAVera Therapeutics$31,403,370$2,820,743 ▲9.9%742,5720.6%MedicalDYNE THERAPEUTICS INC$28,910,005$12,220,101 ▲73.2%1,227,0800.6%COMCGEMCullinan Therapeutics$23,660,320$10,627,050 ▲81.5%1,942,5550.5%MedicalVIRVir Biotechnology$23,624,649$2,601,171 ▼-9.9%3,218,6170.5%MedicalRYTMRhythm Pharmaceuticals$22,392,000$2,009,682 ▼-8.2%400,0000.5%MedicalIMTXImmatics$21,951,855$7,686,486 ▲53.9%3,087,4620.5%MedicalGPCRStructure Therapeutics$21,750,999$11,344,920 ▲109.0%802,0280.4%MedicalFOLDAmicus Therapeutics$21,528,468$16,156,242 ▲300.7%2,285,4000.4%MedicalSCPHscPharmaceuticals$21,450,7290.0%6,059,5280.4%MedicalRAPTRAPT Therapeutics$20,753,711$20,753,711 ▲New Holding13,135,2600.4%MedicalTYRATyra Biosciences$20,434,195$9,750,127 ▲91.3%1,470,0860.4%MedicalMLYSMineralys Therapeutics$19,839,251$4,816,928 ▼-19.5%1,611,6370.4%MedicalCCCCC4 Therapeutics$16,300,4400.0%4,527,9000.3%MedicalKROSKeros Therapeutics$16,126,5590.0%1,018,7340.3%MedicalMEDPMedpace$14,917,1270.0%44,9000.3%MedicalVSTMVerastem$14,798,8560.0%2,862,4480.3%MedicalPRLDPrelude Therapeutics$13,909,3010.0%10,909,2560.3%MedicalCRBPCorbus Pharmaceuticals$13,832,987$3,064,873 ▲28.5%1,172,2870.3%MedicalFORTE BIOSCIENCES INC$13,626,000$13,626,000 ▲New Holding600,0000.3%COM NEWITCIIntra-Cellular Therapies$13,613,760$13,613,760 ▲New Holding163,0000.3%MedicalSLRNAcelyrin$12,565,3730.0%4,001,7110.3%MedicalABCLAbCellera Biologics$12,249,6500.0%4,180,7680.3%MedicalADCTADC Therapeutics$11,877,217$2,854,953 ▲31.6%5,968,4510.2%MedicalACETAdicet Bio$11,012,1490.0%11,447,1400.2%MedicalIKENA ONCOLOGY INC$10,444,4830.0%6,368,5870.2%NONVOTINGPMVPPMV Pharmaceuticals$9,777,6890.0%6,475,2910.2%MedicalNEUMORA THERAPEUTICS INC.$8,532,958$7,367,043 ▼-46.3%804,9960.2%COMQ32 BIO INC$7,750,2750.0%2,252,9870.2%COMGERNGeron$7,674,720$6,258,720 ▲442.0%2,168,0000.2%MedicalPRELUDE THERAPEUTICS INC$7,242,237$877,711 ▼-10.8%5,680,1860.1%NONVOTINGAVALO THERAPEUTICS INC$7,184,8100.0%967,0000.1%COM NEWCRDFCardiff Oncology$6,676,925$6,676,925 ▲New Holding1,538,4620.1%MedicalPFEPfizer$6,632,500$6,632,500 ▲New Holding250,0000.1%MedicalSRRKScholar Rock$6,560,796$25,521,410 ▼-79.6%151,8000.1%MedicalINSMInsmed$6,528,353$6,528,353 ▲New Holding94,5590.1%MedicalENGENE HOLDINGS INC$6,120,254$6,120,254 ▲New Holding920,3390.1%COMIKNAIkena Oncology$5,804,5470.0%3,539,3580.1%MedicalNSPRInspireMD$5,610,8550.0%2,133,4050.1%MedicalTRAWS PHARMA INC$5,377,1150.0%605,5310.1%COM NEWBIOAGE LABS INC$5,338,143$2,903,749 ▼-35.2%921,9590.1%COMXFORX4 Pharmaceuticals$5,233,1470.0%7,133,5150.1%MedicalBICARA THERAPEUTICS INC$5,196,403$459,731 ▲9.7%298,3010.1%COMMISTMilestone Pharmaceuticals$4,720,0000.0%2,000,0000.1%MedicalRPTXRepare Therapeutics$4,352,4590.0%3,322,4880.1%MedicalPASGPassage Bio$4,199,301$1,371,252 ▼-24.6%7,404,8690.1%MedicalKRYSKrystal Biotech$3,681,5100.0%23,5000.1%MedicalARDENT HEALTH PARTNERS INC$3,518,4800.0%206,0000.1%COMCMMBChemomab Therapeutics$3,151,7040.0%1,741,2730.1%MedicalCERIBELL INC$2,911,500$2,911,500 ▲New Holding112,5000.1%COMFATEFate Therapeutics$2,772,9570.0%1,680,5800.1%MedicalPEPGPepGen$2,474,931$547,056 ▼-18.1%653,0160.1%MedicalINSTIL BIO INC$2,229,426$1,586,093 ▲246.5%116,7850.0%COM NEWNKTXNkarta$2,045,286$1,641,408 ▼-44.5%821,4000.0%MedicalLYELLyell Immunopharma$1,986,319$1,908,722 ▼-49.0%3,103,6230.0%MedicalIMVTImmunovant$1,944,445$1,944,445 ▲New Holding78,5000.0%MedicalAKROAkero Therapeutics$1,836,120$1,836,120 ▲New Holding66,0000.0%MedicalShowing largest 100 holdings. 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