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

About Orbimed Advisors LLC

Investment Activity

  • Orbimed Advisors LLC has $4.00 billion in total holdings as of June 30, 2025.
  • Orbimed Advisors LLC owns shares of 100 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 9.58% of the portfolio was purchased this quarter.
  • About 16.33% of the portfolio was sold this quarter.
  • This quarter, Orbimed Advisors LLC has purchased 108 new stocks and bought additional shares in 20 stocks.
  • Orbimed Advisors LLC sold shares of 23 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Sinovac Biotech
$333,996,595
Boston Scientific
$302,165,812

Largest New Holdings this Quarter

142152107 - CARIS LIFE SCIENCES INC
$81,091,406 Holding
G76279101 - Roivant Sciences
$31,324,142 Holding
23284F105 - CytomX Therapeutics
$19,207,605 Holding
75382E208 - RAPT THERAPEUTICS INC
$13,135,248 Holding
603170101 - Mineralys Therapeutics
$10,287,549 Holding

Largest Purchases this Quarter

CARIS LIFE SCIENCES INC
3,034,858 shares (about $81.09M)
UnitedHealth Group
185,100 shares (about $57.75M)
Roivant Sciences
2,779,427 shares (about $31.32M)
Vertex Pharmaceuticals
50,387 shares (about $22.43M)
CytomX Therapeutics
8,461,500 shares (about $19.21M)

Largest Sales this Quarter

Neurocrine Biosciences
496,100 shares (about $62.35M)
Thermo Fisher Scientific
82,500 shares (about $33.45M)
Integer
229,100 shares (about $28.17M)
Compass Therapeutics
7,142,856 shares (about $18.57M)
Tarsus Pharmaceuticals
455,843 shares (about $18.47M)

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%2,718,7358.3%Medical
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$302,165,8120.0%2,813,2007.5%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$263,169,3280.0%337,6006.6%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$203,447,430$6,512,668 3.3%15,518,4925.1%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$159,668,3320.0%7,959,5384.0%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$158,132,3100.0%291,0003.9%Medical
ARS Pharmaceuticals, Inc. stock logo
SPRY
ARS Pharmaceuticals
$144,634,5000.0%8,288,5103.6%Medical
Stryker Corporation stock logo
SYK
Stryker
$142,110,2960.0%359,2003.5%Medical
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$133,582,680$13,764,960 11.5%1,708,0003.3%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$120,514,011$57,745,647 92.0%386,3003.0%Medical
argenex SE stock logo
ARGX
argenex
$114,653,760$716,586 0.6%208,0002.9%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$111,490,171$1,369,578 -1.2%341,9002.8%Medical
Natera, Inc. stock logo
NTRA
Natera
$100,254,740$7,844,560 8.5%593,4342.5%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$93,619,772$22,432,292 31.5%210,2872.3%Medical
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$81,840,0000.0%465,0002.0%Medical
CARIS LIFE SCIENCES INC
$81,091,406$81,091,406 New Holding3,034,8582.0%COM
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$74,939,4590.0%1,415,0201.9%Medical
ARRIVENT BIOPHARMA INC
$65,904,9310.0%3,027,3281.6%COM
SIONNA THERAPEUTICS INC
$64,281,0390.0%3,704,9591.6%COM
UPSTREAM BIO INC
$62,515,6070.0%5,693,5891.6%COM
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$55,120,093$62,354,809 -53.1%438,5401.4%Medical
Integer Holdings Corporation stock logo
ITGR
Integer
$53,295,198$28,172,427 -34.6%433,4001.3%Medical
CG ONCOLOGY INC
$52,724,100$11,547,744 -18.0%2,027,8501.3%COM
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$51,485,9620.0%1,812,8861.3%Medical
SiBone stock logo
SIBN
SiBone
$48,536,385$16,258,109 -25.1%2,578,9791.2%Medical
MBX BIOSCIENCES INC
$45,672,9410.0%4,002,8871.1%COM
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$44,668,481$4,300,868 10.7%427,9001.1%Medical
Compass Therapeutics, Inc. stock logo
CMPX
Compass Therapeutics
$39,571,984$18,571,425 -31.9%15,219,9941.0%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$35,584,080$14,280,053 -28.6%1,077,0000.9%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$33,045,240$4,314,000 15.0%1,149,0000.8%Medical
Exact Sciences Corporation stock logo
EXAS
Exact Sciences
$32,272,772$3,852,650 -10.7%607,3160.8%Medical
Third Harmonic Bio, Inc. stock logo
THRD
Third Harmonic Bio
$31,380,3560.0%5,779,0710.8%Medical
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$31,324,142$31,324,142 New Holding2,779,4270.8%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$29,668,5500.0%947,8770.7%Medical
NeuroPace, Inc. stock logo
NPCE
NeuroPace
$29,122,010$8,824,562 -23.3%2,614,1840.7%Medical
Corvus Pharmaceuticals, Inc. stock logo
CRVS
Corvus Pharmaceuticals
$28,660,024$885,408 3.2%7,165,0060.7%Medical
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$28,209,8820.0%7,562,9710.7%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$27,957,930$10,435,055 59.6%1,210,3000.7%Medical
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$26,524,113$1,731,000 7.0%1,532,3000.7%Medical
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$24,873,482$8,239,421 49.5%1,199,3000.6%Medical
scPharmaceuticals, Inc. stock logo
SCPH
scPharmaceuticals
$23,086,8020.0%6,059,5280.6%Medical
CytomX Therapeutics, Inc. stock logo
CTMX
CytomX Therapeutics
$19,207,605$19,207,605 New Holding8,461,5000.5%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$18,853,890$33,450,450 -64.0%46,5000.5%Medical
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$18,555,754$7,729,624 71.4%557,9000.5%Medical
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$18,096,948$11,970,548 195.4%3,308,4000.5%Medical
ADC Therapeutics SA stock logo
ADCT
ADC Therapeutics
$15,831,701$163,748 -1.0%5,907,3510.4%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$15,703,473$8,308,727 -34.6%248,5120.4%Medical
FORTE BIOSCIENCES INC
$15,476,628$7,808,000 101.8%1,196,9550.4%COM NEW
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$14,486,6280.0%1,923,8550.4%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$13,600,0990.0%1,018,7340.3%Medical
RAPT THERAPEUTICS INC
$13,135,248$13,135,248 New Holding1,641,9060.3%COM NEW
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$13,095,3420.0%2,285,4000.3%Medical
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$11,998,804$667,629 5.9%2,380,7150.3%Medical
AbCellera Biologics Inc. stock logo
ABCL
AbCellera Biologics
$11,471,868$2,868,166 -20.0%3,344,5680.3%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$11,274,968$1,675,504 17.5%211,3000.3%Medical
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$10,287,549$10,287,549 New Holding760,3510.3%Medical
DYNE THERAPEUTICS INC
$9,818,928$159,831 1.7%1,031,4000.2%COM
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$9,767,3290.0%6,830,3000.2%Medical
Oric Pharmaceuticals, Inc. stock logo
ORIC
Oric Pharmaceuticals
$9,127,702$2,022,702 28.5%899,2810.2%Medical
Catalyst Pharmaceuticals, Inc. stock logo
CPRX
Catalyst Pharmaceuticals
$9,046,730$9,046,730 New Holding416,9000.2%Medical
Prelude Therapeutics Incorporated stock logo
PRLD
Prelude Therapeutics
$8,829,9520.0%10,909,2560.2%Medical
IKENA ONCOLOGY INC
$8,533,907$922,457 12.1%6,368,5870.2%NONVOTING
Corbus Pharmaceuticals Holdings, Inc. stock logo
CRBP
Corbus Pharmaceuticals
$8,088,7800.0%1,172,2870.2%Medical
Zai Lab Limited Unsponsored ADR stock logo
ZLAB
Zai Lab
$8,078,070$8,078,070 New Holding231,0000.2%Medical
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$8,016,929$18,466,200 -69.7%197,9000.2%Medical
Aadi Bioscience, Inc. stock logo
AADI
Aadi Bioscience
$7,790,4200.0%4,166,0000.2%Medical
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$7,700,051$9,074,542 -54.1%804,6030.2%Medical
AstraZeneca PLC stock logo
AZN
AstraZeneca
$6,988,000$6,988,000 New Holding100,0000.2%Medical
Adicet Bio, Inc. stock logo
ACET
Adicet Bio
$6,982,7550.0%11,447,1400.2%Medical
iTeos Therapeutics, Inc. stock logo
ITOS
iTeos Therapeutics
$6,979,000$6,979,000 New Holding700,0000.2%Medical
PMV Pharmaceuticals, Inc. stock logo
PMVP
PMV Pharmaceuticals
$6,863,8080.0%6,475,2910.2%Medical
Urogen Pharma stock logo
URGN
Urogen Pharma
$6,554,080$6,554,080 New Holding478,4000.2%Medical
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$5,937,440$5,937,440 New Holding34,4000.1%Medical
ALUMIS INC
$5,779,269$5,779,269 New Holding1,926,4230.1%COM
JADE BIOSCIENCES INC
$5,306,318$5,306,318 New Holding531,1630.1%COM NEW
InspireMD, Inc. stock logo
NSPR
InspireMD
$4,842,8290.0%2,133,4050.1%Medical
AVALO THERAPEUTICS INC
$4,825,3300.0%967,0000.1%COM NEW
IKENA ONCOLOGY INC
$4,742,7400.0%3,539,3580.1%COM
Repare Therapeutics Inc. stock logo
RPTX
Repare Therapeutics
$4,618,2580.0%3,322,4880.1%Medical
PRELUDE THERAPEUTICS INC
$4,597,5430.0%5,680,1860.1%NONVOTING
Immatics N.V. stock logo
IMTX
Immatics
$3,873,067$12,737,477 -76.7%719,9010.1%Medical
BIOAGE LABS INC
$3,807,6910.0%921,9590.1%COM
Q32 BIO INC
$3,356,9510.0%2,252,9870.1%COM
ENGENE HOLDINGS INC
$2,467,836$777,646 -24.0%677,9770.1%COM
Passage Bio, Inc. stock logo
PASG
Passage Bio
$2,423,937$392,024 -13.9%6,055,3000.1%Medical
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$2,007,612$223,068 -10.0%313,2000.1%Medical
MURAL ONCOLOGY PUB LTD CO
$1,454,336$1,454,336 New Holding588,8000.0%ORD SHS
Insmed, Inc. stock logo
INSM
Insmed
$1,354,514$1,529,728 -53.0%13,4590.0%Medical
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$1,264,632$1,965,678 -60.9%9,2000.0%Medical
TURNSTONE BIOLOGICS CORP
$1,112,6360.0%3,099,2650.0%COM
Chemomab Therapeutics Ltd. Sponsored ADR stock logo
CMMB
Chemomab Therapeutics
$1,091,548$928,328 -46.0%940,9900.0%Medical
TRAWS PHARMA INC
$896,1860.0%605,5310.0%COM NEW
KEZAR LIFE SCIENCES INC
$882,5660.0%192,7000.0%COM NEW
ALTO NEUROSCIENCE INC
$550,0000.0%250,0000.0%COM SHS
DIH HLDG US INC
$468,9840.0%1,915,0000.0%CL A
LYELL IMMUNOPHARMA INC
$457,267$457,267 New Holding51,7270.0%COM NEW
KORRO BIO INC
$404,6760.0%32,4000.0%COM
Xeris Biopharma Holdings, Inc. stock logo
XERS
Xeris Biopharma
$375,5610.0%80,4200.0%Medical
INmune Bio, Inc. stock logo
INMB
INmune Bio
$115,500$115,500 New Holding50,0000.0%Medical
LAKESHORE BIOPHARMA CO LTD
$55,895$87,342 -61.0%54,7990.0%ORD SHS NEW

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