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Orbimed Advisors LLC Top Holdings and 13F Report (2026)

About Orbimed Advisors LLC

Investment Activity

  • Orbimed Advisors LLC has $5.05 billion in total holdings as of March 31, 2026.
  • Orbimed Advisors LLC owns shares of 111 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 26.21% of the portfolio was purchased this quarter.
  • About 21.70% of the portfolio was sold this quarter.
  • This quarter, Orbimed Advisors LLC has purchased 106 new stocks and bought additional shares in 25 stocks.
  • Orbimed Advisors LLC sold shares of 35 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

MDXHEALTH SA
$285,903,800
Avita Medical
$196,958,309

Largest New Holdings this Quarter

B5950S113 - MDXHEALTH SA
$285,903,800 Holding
05380C102 - Avita Medical
$196,958,309 Holding
G0593M107 - AstraZeneca
$132,176,844 Holding
62855J104 - Myriad Genetics
$122,875,000 Holding
58933Y105 - Merck & Co., Inc.
$79,800,386 Holding

Largest Purchases this Quarter

MDXHEALTH SA
124,306,000 shares (about $285.90M)
Avita Medical
82,010,995 shares (about $196.96M)
AstraZeneca
670,200 shares (about $132.18M)
Myriad Genetics
125,000,000 shares (about $122.88M)
Merck & Co., Inc.
663,400 shares (about $79.80M)

Largest Sales this Quarter

Edwards Lifesciences
762,300 shares (about $61.04M)
Eli Lilly and Company
64,400 shares (about $59.23M)
Alnylam Pharmaceuticals
169,800 shares (about $56.18M)
Stryker
142,500 shares (about $46.82M)
CG ONCOLOGY INC
568,283 shares (about $38.46M)

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
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$488,832,4980.0%15,518,4929.7%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$312,013,8900.0%7,959,5386.2%Medical
MDXHEALTH SA
$285,903,800$285,903,800 â–²New Holding124,306,0005.7%SHS NEW
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$217,801,536$59,233,188 â–¼-21.4%236,8004.3%Medical
Avita Medical Inc. stock logo
RCEL
Avita Medical
$196,958,309$196,958,309 â–²New Holding82,010,9953.9%Medical
Sinovac Biotech, Ltd. stock logo
SVA
Sinovac Biotech
$184,466,1700.0%2,718,7353.7%Medical
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$149,476,775$2,334,300 â–¼-1.5%2,382,1003.0%Medical
SIONNA THERAPEUTICS INC
$141,545,843$1,240,906 â–¼-0.9%3,530,7022.8%COM
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$132,176,844$132,176,844 â–²New Holding670,2002.6%Medical
Myriad Genetics, Inc. stock logo
MYGN
Myriad Genetics
$122,875,000$122,875,000 â–²New Holding125,000,0002.4%Medical
MBX BIOSCIENCES INC
$108,590,927$8,874,883 â–¼-7.6%3,637,8872.2%COM
Corvus Pharmaceuticals, Inc. stock logo
CRVS
Corvus Pharmaceuticals
$104,824,0380.0%7,165,0062.1%Medical
argenex SE stock logo
ARGX
argenex
$99,971,225$6,645,275 â–¼-6.2%136,9002.0%Medical
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$98,546,448$61,044,984 â–¼-38.3%1,230,6002.0%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$96,208,613$25,216,153 â–¼-20.8%208,7001.9%Medical
Compass Therapeutics, Inc. stock logo
CMPX
Compass Therapeutics
$80,513,7680.0%15,219,9941.6%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$79,800,386$79,800,386 â–²New Holding663,4001.6%Medical
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$71,114,425$15,115,520 â–²27.0%1,475,4031.4%Medical
ARRIVENT BIOPHARMA INC
$69,840,4570.0%3,027,3281.4%COM
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$68,259,1470.0%1,067,5501.4%Medical
ARS Pharmaceuticals, Inc. stock logo
SPRY
ARS Pharmaceuticals
$66,556,7350.0%8,288,5101.3%Medical
CG ONCOLOGY INC
$64,178,711$38,461,394 â–¼-37.5%948,2671.3%COM
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$61,637,314$35,632,634 â–²137.0%1,059,9711.2%Medical
Stryker Corporation stock logo
SYK
Stryker
$59,967,675$46,824,075 â–¼-43.8%182,5001.2%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$56,101,250$9,097,500 â–²19.4%925,0001.1%Medical
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$55,613,061$29,054,025 â–²109.4%2,052,9001.1%Medical
PRAXIS PRECISION MEDICINES I
$55,577,775$25,130,820 â–²82.5%172,5001.1%COM NEW
Pfizer Inc. stock logo
PFE
Pfizer
$54,657,720$8,244,288 â–²17.8%1,946,5001.1%Medical
DYNE THERAPEUTICS INC
$52,901,237$12,975,641 â–²32.5%2,917,8841.0%COM
Natera, Inc. stock logo
NTRA
Natera
$52,397,380$20,758,962 â–¼-28.4%262,0001.0%Medical
ABIVAX SA
$51,855,695$10,890,030 â–²26.6%465,7001.0%SPONSORED ADS
UPSTREAM BIO INC
$51,242,3010.0%5,693,5891.0%COM
Danaher Corporation stock logo
DHR
Danaher
$50,395,680$6,446,400 â–¼-11.3%265,8001.0%Medical
CARIS LIFE SCIENCES INC
$50,185,781$5,528,496 â–¼-9.9%2,806,8111.0%COM
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$41,623,599$2,287,300 â–²5.8%181,9770.8%Medical
Shattuck Labs, Inc. stock logo
STTK
Shattuck Labs
$40,548,3970.0%6,306,1270.8%Medical
Guardant Health, Inc. stock logo
GH
Guardant Health
$40,199,424$40,199,424 â–²New Holding435,2000.8%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$39,373,530$56,181,726 â–¼-58.8%119,0000.8%Medical
Prelude Therapeutics Incorporated stock logo
PRLD
Prelude Therapeutics
$37,309,6560.0%10,909,2560.7%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$36,283,6800.0%999,0000.7%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$36,156,927$6,625,584 â–¼-15.5%213,9210.7%Medical
uniQure N.V. stock logo
QURE
uniQure
$34,926,036$22,869,546 â–²189.7%2,136,1490.7%Medical
Oric Pharmaceuticals, Inc. stock logo
ORIC
Oric Pharmaceuticals
$34,132,080$12,008,968 â–¼-26.0%2,693,9290.7%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$33,578,425$4,566,900 â–²15.7%114,7000.7%Medical
Relmada Therapeutics, Inc. stock logo
RLMD
Relmada Therapeutics
$32,822,413$14,652,637 â–²80.6%4,715,8640.7%Medical
FORTE BIOSCIENCES INC
$31,001,1350.0%1,196,9550.6%COM NEW
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$29,280,992$8,784,059 â–¼-23.1%2,454,4000.6%Medical
Esperion Therapeutics, Inc. stock logo
ESPR
Esperion Therapeutics
$28,962,622$12,617,157 â–²77.2%10,570,3000.6%Medical
NeuroPace, Inc. stock logo
NPCE
NeuroPace
$27,569,330$4,073,975 â–¼-12.9%2,096,5270.5%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$27,317,277$6,461,871 â–²31.0%314,1000.5%Medical
PALVELLA THERAPEUTICS INC NE
$23,010,390$23,010,390 â–²New Holding184,6000.5%COM
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$22,856,1450.0%46,5000.5%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$22,479,328$22,479,328 â–²New Holding962,3000.4%Medical
BRIGHTSPRING HEALTH SVCS INC
$21,211,258$396,273 â–²1.9%497,8000.4%COM
LEXEO THERAPEUTICS INC
$20,678,063$8,480,563 â–²69.5%3,602,4500.4%COM
SUTRO BIOPHARMA INC
$19,956,497$19,956,497 â–²New Holding801,1440.4%COM SHS
NEKTAR THERAPEUTICS
$19,786,250$19,786,250 â–²New Holding275,0000.4%COM NEW
PRELUDE THERAPEUTICS INC
$19,426,236$17,611,198 â–²970.3%5,680,1860.4%NONVOTING
CYBIN INC
$18,397,646$36,754 â–¼-0.2%3,832,8430.4%COM NEW
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$17,849,912$13,096,824 â–¼-42.3%69,1000.4%Medical
Corbus Pharmaceuticals Holdings, Inc. stock logo
CRBP
Corbus Pharmaceuticals
$16,313,125$1,314,600 â–²8.8%1,737,2870.3%Medical
Urogen Pharma stock logo
URGN
Urogen Pharma
$15,741,2560.0%875,4870.3%Medical
DEFINIUM THERAPEUTICS INC
$15,195,600$15,195,600 â–²New Holding804,0000.3%COM SHS
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$14,868,847$647,542 â–²4.6%369,5960.3%Medical
Q32 BIO INC
$14,464,1770.0%2,252,9870.3%COM
Aadi Bioscience, Inc. stock logo
AADI
Aadi Bioscience
$14,372,7000.0%4,166,0000.3%Medical
Amgen Inc. stock logo
AMGN
Amgen
$14,038,815$14,038,815 â–²New Holding39,9000.3%Medical
Alignment Healthcare, Inc. stock logo
ALHC
Alignment Healthcare
$13,937,420$13,937,420 â–²New Holding791,0000.3%Medical
Eyepoint Pharmaceuticals, Inc. stock logo
EYPT
Eyepoint Pharmaceuticals
$13,781,305$18,035,263 â–¼-56.7%1,069,1470.3%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$13,672,040$13,494,481 â–¼-49.7%983,6000.3%Medical
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$13,567,904$3,014,032 â–¼-18.2%1,425,2000.3%Medical
BICARA THERAPEUTICS INC
$13,272,597$9,113,598 â–²219.1%667,3000.3%COM
BIOAGE LABS INC
$12,449,574$1,383,284 â–¼-10.0%711,8110.2%COM
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$12,397,629$1,882,161 â–¼-13.2%322,1000.2%Medical
ALUMIS INC
$12,076,031$12,217,111 â–¼-50.3%548,1630.2%COM
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$11,357,808$11,357,808 â–²New Holding14,7000.2%Medical
CARLSMED INC
$11,336,0300.0%1,252,6000.2%COM
Biogen Inc. stock logo
BIIB
Biogen
$11,293,128$11,293,128 â–²New Holding61,6000.2%Medical
QIAGEN NV
$10,010,000$10,010,000 â–²New Holding250,0000.2%ORD SHARES
KINIKSA PHARMACEUTICALS INTL
$8,695,842$317,790 â–¼-3.5%180,5990.2%ORD SHS CL A
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$8,381,071$497,429 â–¼-5.6%759,1550.2%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$8,306,452$8,306,452 â–²New Holding59,6000.2%Medical
Heron Therapeutics, Inc. stock logo
HRTX
Heron Therapeutics
$7,854,534$7,854,534 â–²New Holding9,816,9400.2%Medical
AVALO THERAPEUTICS INC
$7,094,213$10,632,175 â–¼-60.0%475,1650.1%COM NEW
TECTONIC THERAPEUTIC INC
$7,004,206$10,756,680 â–¼-60.6%226,6000.1%COM
ADICET BIO INC
$7,000,2990.0%1,027,9440.1%COM NEW
Compass Pathways PLC Sponsored ADR stock logo
CMPS
Compass Pathways
$6,363,072$6,363,072 â–²New Holding1,150,6460.1%Medical
Pharvaris N.V. stock logo
PHVS
Pharvaris
$5,802,5500.0%205,4000.1%Medical
ALX Oncology Holdings Inc. stock logo
ALXO
ALX Oncology
$5,746,843$5,746,843 â–²New Holding2,866,2560.1%Medical
Artivion, Inc. stock logo
AORT
Artivion
$5,529,620$5,529,620 â–²New Holding151,0000.1%Medical
InspireMD, Inc. stock logo
NSPR
InspireMD
$5,107,4500.0%3,133,4050.1%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$5,057,000$2,538,225 â–²100.8%52,0000.1%Medical
ADC Therapeutics SA stock logo
ADCT
ADC Therapeutics
$4,942,598$16,893,107 â–¼-77.4%1,318,0260.1%Medical
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$4,437,340$2,150,160 â–²94.0%42,1000.1%Medical
PALISADE BIO INC
$4,082,750$807,765 â–²24.7%2,333,0000.1%COM
ALTO NEUROSCIENCE INC
$3,765,400$955,400 â–²34.0%167,5000.1%COM SHS
Savara Inc. stock logo
SVRA
Savara
$3,467,100$3,467,100 â–²New Holding635,0000.1%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$3,453,115$383,670 â–¼-10.0%243,0060.1%Medical
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$3,348,000$3,348,000 â–²New Holding100,0000.1%Medical
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$3,345,183$1,764,567 â–²111.6%49,1000.1%Medical

Showing largest 100 holdings. View all holdings.
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