Free Trial

Orbimed Advisors LLC Top Holdings and 13F Report (2025)

About Orbimed Advisors LLC

Investment Activity

  • Orbimed Advisors LLC has $4.19 billion in total holdings as of March 31, 2025.
  • Orbimed Advisors LLC owns shares of 108 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 11.82% of the portfolio was purchased this quarter.
  • About 16.32% of the portfolio was sold this quarter.
  • This quarter, Orbimed Advisors LLC has purchased 113 new stocks and bought additional shares in 17 stocks.
  • Orbimed Advisors LLC sold shares of 24 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Sinovac Biotech
$333,996,595
Boston Scientific
$283,795,616

Largest New Holdings this Quarter

05464T104 - Axsome Therapeutics
$45,100,821 Holding
829401108 - SIONNA THERAPEUTICS INC
$38,753,871 Holding
87650L103 - Tarsus Pharmaceuticals
$33,582,778 Holding
03753U106 - Apellis Pharmaceuticals
$31,324,401 Holding
031162100 - Amgen
$13,770,510 Holding

Largest Purchases this Quarter

Pfizer
4,100,200 shares (about $103.90M)
Axsome Therapeutics
386,700 shares (about $45.10M)
SIONNA THERAPEUTICS INC
3,704,959 shares (about $38.75M)
UnitedHealth Group
70,300 shares (about $36.82M)
Tarsus Pharmaceuticals
653,743 shares (about $33.58M)

Largest Sales this Quarter

Intuitive Surgical
110,700 shares (about $54.83M)
Tenet Healthcare
352,000 shares (about $47.34M)
Boston Scientific
347,100 shares (about $35.02M)
Gilead Sciences
248,100 shares (about $27.80M)
SPDR S&P Biotech ETF
272,000 shares (about $22.06M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOrbimed Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Sinovac Biotech Ltd. stock logo
SVA
Sinovac Biotech
$333,996,5950.0%2,718,7358.0%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$330,477,8620.0%15,021,7217.9%Medical
Boston Scientific Co. stock logo
BSX
Boston Scientific
$283,795,616$35,015,448 -11.0%2,813,2006.8%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$278,827,2160.0%337,6006.6%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$156,643,7080.0%7,959,5383.7%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$144,123,570$54,826,389 -27.6%291,0003.4%Medical
Stryker Co. stock logo
SYK
Stryker
$133,712,200$5,509,300 4.3%359,2003.2%Medical
argenx SE stock logo
ARGX
argenx
$122,338,496$10,061,705 9.0%206,7002.9%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$111,039,360$28,027,871 33.8%1,532,0002.6%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$110,234,068$103,899,068 1,640.1%4,350,2002.6%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$105,378,500$36,819,625 53.7%201,2002.5%Medical
ARS Pharmaceuticals, Inc. stock logo
SPRY
ARS Pharmaceuticals
$104,269,4560.0%8,288,5102.5%Medical
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$103,371,184$384,888 -0.4%934,6402.5%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$93,453,922$18,766,390 -16.7%346,1002.2%Medical
Integer Holdings Co. stock logo
ITGR
Integer
$78,181,625$10,325,875 15.2%662,5001.9%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$77,522,718$4,314,898 5.9%159,9001.8%Medical
Natera, Inc. stock logo
NTRA
Natera
$77,351,270$18,948,940 32.4%547,0001.8%Medical
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$76,635,903$8,363,456 -9.8%2,540,1361.8%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$70,241,593$18,394,152 -20.8%1,415,0201.7%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$64,190,400$22,192,960 52.8%129,0001.5%Medical
Tenet Healthcare Co. stock logo
THC
Tenet Healthcare
$62,542,500$47,344,000 -43.1%465,0001.5%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$60,654,949$3,006,212 -4.7%1,509,2051.4%Medical
CG ONCOLOGY INC
$60,539,133$25,491,151 72.7%2,471,9941.4%COM
ARRIVENT BIOPHARMA INC
$55,975,2950.0%3,027,3281.3%COM
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$53,516,395$20,664,000 62.9%1,812,8861.3%Medical
SpringWorks Therapeutics, Inc. stock logo
SWTX
SpringWorks Therapeutics
$49,549,164$5,835,354 -10.5%1,122,8001.2%Medical
SI-BONE, Inc. stock logo
SIBN
SI-BONE
$48,303,228$3,507,500 -6.8%3,442,8531.2%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$45,100,821$45,100,821 New Holding386,7001.1%Medical
Compass Therapeutics, Inc. stock logo
CMPX
Compass Therapeutics
$42,489,4150.0%22,362,8501.0%Medical
NeuroPace, Inc. stock logo
NPCE
NeuroPace
$41,863,8570.0%3,406,3351.0%Medical
SIONNA THERAPEUTICS INC
$38,753,871$38,753,871 New Holding3,704,9590.9%COM
UPSTREAM BIO INC
$34,844,7650.0%5,693,5890.8%COM
Xtant Medical Holdings, Inc. stock logo
XTNT
Xtant Medical
$34,363,8580.0%73,114,5920.8%Medical
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$33,582,778$33,582,778 New Holding653,7430.8%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$33,506,4600.0%999,0000.8%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$31,801,2730.0%947,8770.8%Medical
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$31,324,401$31,324,401 New Holding1,432,3000.7%Medical
MBX BIOSCIENCES INC
$29,541,306$1,407,159 5.0%4,002,8870.7%COM
Exact Sciences Co. stock logo
EXAS
Exact Sciences
$29,429,2350.0%679,8160.7%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$22,129,875$27,799,605 -55.7%197,5000.5%Medical
Corvus Pharmaceuticals, Inc. stock logo
CRVS
Corvus Pharmaceuticals
$22,080,8200.0%6,943,6540.5%Medical
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$20,873,8000.0%7,562,9710.5%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$20,481,2820.0%758,5660.5%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$20,128,600$1,059,400 -5.0%380,0000.5%Medical
TF Financial Corp stock logo
THRD
TF Financial
$20,053,3760.0%5,779,0710.5%Medical
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$18,648,8640.0%2,285,4000.4%Medical
Verastem, Inc. stock logo
VSTM
Verastem
$17,260,5610.0%2,862,4480.4%Medical
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$16,301,328$2,629,528 19.2%1,752,8310.4%Medical
RAPT Therapeutics, Inc. stock logo
RAPT
RAPT Therapeutics
$16,025,0170.0%13,135,2600.4%Medical
scPharmaceuticals Inc. stock logo
SCPH
scPharmaceuticals
$15,936,5590.0%6,059,5280.4%Medical
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$14,568,654$6,287,985 -30.1%2,248,2490.3%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$14,563,582$141,559 -1.0%1,923,8550.3%Medical
Immatics stock logo
IMTX
Immatics
$13,924,4540.0%3,087,4620.3%Medical
Structure Therapeutics Inc. stock logo
GPCR
Structure Therapeutics
$13,883,1050.0%802,0280.3%Medical
Amgen Inc. stock logo
AMGN
Amgen
$13,770,510$13,770,510 New Holding44,2000.3%Medical
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$11,555,181$6,281,398 -35.2%481,0650.3%Medical
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$10,928,480$3,683,840 50.8%6,830,3000.3%Medical
DYNE THERAPEUTICS INC
$10,612,831$2,222,426 -17.3%1,014,6110.3%COM
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$10,380,8990.0%1,018,7340.2%Medical
Acelyrin, Inc. stock logo
SLRN
Acelyrin
$9,884,2260.0%4,001,7110.2%Medical
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$9,537,150$8,754,840 1,119.1%325,5000.2%Medical
AbCellera Biologics Inc. stock logo
ABCL
AbCellera Biologics
$9,323,1130.0%4,180,7680.2%Medical
Adicet Bio, Inc. stock logo
ACET
Adicet Bio
$8,642,5910.0%11,447,1400.2%Medical
ADC Therapeutics SA stock logo
ADCT
ADC Therapeutics
$8,415,5160.0%5,968,4510.2%Medical
Prelude Therapeutics Incorporated stock logo
PRLD
Prelude Therapeutics
$8,378,3090.0%10,909,2560.2%Medical
IKENA ONCOLOGY INC
$8,151,791$881,153 12.1%6,368,5870.2%NONVOTING
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$8,110,000$22,059,200 -73.1%100,0000.2%ETF
AVALO THERAPEUTICS INC
$7,745,6700.0%967,0000.2%COM NEW
Aadi Bioscience, Inc. stock logo
AADI
Aadi Bioscience
$7,415,480$7,415,480 New Holding4,166,0000.2%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$7,282,352$4,610,672 172.6%179,9000.2%Medical
PMV Pharmaceuticals, Inc. stock logo
PMVP
PMV Pharmaceuticals
$7,058,0670.0%6,475,2910.2%Medical
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$7,044,800$7,044,800 New Holding1,120,0000.2%Medical
KESTRA MED TECHNOLOGIES LTD
$6,230,000$6,230,000 New Holding250,0000.1%SHS
Corbus Pharmaceuticals Holdings, Inc. stock logo
CRBP
Corbus Pharmaceuticals
$6,224,8440.0%1,172,2870.1%Medical
InspireMD, Inc. stock logo
NSPR
InspireMD
$5,738,8590.0%2,133,4050.1%Medical
Scholar Rock Holding Co. stock logo
SRRK
Scholar Rock
$4,880,3700.0%151,8000.1%Medical
FORTE BIOSCIENCES INC
$4,602,363$53,637 -1.2%593,0880.1%COM NEW
Ikena Oncology, Inc. stock logo
IKNA
Ikena Oncology
$4,530,3780.0%3,539,3580.1%Medical
PRELUDE THERAPEUTICS INC
$4,362,3830.0%5,680,1860.1%NONVOTING
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$4,237,0500.0%23,5000.1%Medical
ENGENE HOLDINGS INC
$3,994,440$128,679 -3.1%891,6160.1%COM
ORIC Pharmaceuticals, Inc. stock logo
ORIC
ORIC Pharmaceuticals
$3,906,000$3,906,000 New Holding700,0000.1%Medical
BICARA THERAPEUTICS INC
$3,886,8620.0%298,3010.1%COM
Q32 BIO INC
$3,717,4290.0%2,252,9870.1%COM
BIOAGE LABS INC
$3,466,5660.0%921,9590.1%COM
Repare Therapeutics Inc. stock logo
RPTX
Repare Therapeutics
$3,275,6410.0%3,322,4880.1%Medical
Passage Bio, Inc. stock logo
PASG
Passage Bio
$2,483,926$130,733 -5.0%7,034,6260.1%Medical
Insmed Incorporated stock logo
INSM
Insmed
$2,186,395$5,027,511 -69.7%28,6590.1%Medical
CERIBELL INC
$2,161,1250.0%112,5000.1%COM
INSTIL BIO INC
$2,027,3880.0%116,7850.0%COM NEW
Chemomab Therapeutics Ltd. stock logo
CMMB
Chemomab Therapeutics
$1,897,9880.0%1,741,2730.0%Medical
Cardiff Oncology, Inc. stock logo
CRDF
Cardiff Oncology
$1,801,996$3,028,775 -62.7%573,8840.0%Medical
X4 Pharmaceuticals, Inc. stock logo
XFOR
X4 Pharmaceuticals
$1,601,968$84,395 -5.0%6,776,5150.0%Medical
Nkarta, Inc. stock logo
NKTX
Nkarta
$1,511,3760.0%821,4000.0%Medical
TRAWS PHARMA INC
$1,392,7210.0%605,5310.0%COM NEW
Fate Therapeutics, Inc. stock logo
FATE
Fate Therapeutics
$1,327,8260.0%1,680,5800.0%Medical
TURNSTONE BIOLOGICS CORP
$1,270,6990.0%3,099,2650.0%COM
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$1,231,9200.0%348,0000.0%Medical
BIOMX INC
$993,4620.0%1,787,7670.0%COM NEW
KEZAR LIFE SCIENCES INC
$940,3760.0%192,7000.0%COM NEW

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data