Orbimed Advisors LLC Top Holdings and 13F Report (2026) About Orbimed Advisors LLCInvestment ActivityOrbimed Advisors LLC has $5.40 billion in total holdings as of June 30, 2026.Orbimed Advisors LLC owns shares of 123 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 20.05% of the portfolio was purchased this quarter.About 25.99% of the portfolio was sold this quarter.This quarter, Orbimed Advisors LLC has purchased 110 new stocks and bought additional shares in 35 stocks.Orbimed Advisors LLC sold shares of 25 stocks and completely divested from 24 stocks this quarter.Largest Holdings Edgewise Therapeutics $630,516,330Enliven Therapeutics $343,914,074Eli Lilly and Company $309,332,997MBX BIOSCIENCES INC $189,266,227Sinovac Biotech $184,466,170 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $71,114,293 HoldingK08588103 - ASCENDIS PHARMA A/S $65,201,304 Holding444859102 - Humana $65,183,802 Holding67613T104 - ODYSSEY THERAPEUTICS INC $56,152,415 Holding03969K108 - Arcutis Biotherapeutics $53,541,240 Holding Largest Purchases this Quarter UnitedHealth Group 171,100 shares (about $71.11M)ASCENDIS PHARMA A/S 244,456 shares (about $65.20M)Humana 164,100 shares (about $65.18M)ODYSSEY THERAPEUTICS INC 3,001,198 shares (about $56.15M)Arcutis Biotherapeutics 2,042,000 shares (about $53.54M) Largest Sales this Quarter Enliven Therapeutics 1,182,906 shares (about $60.03M)Disc Medicine 710,015 shares (about $51.93M)SIONNA THERAPEUTICS INC 974,825 shares (about $42.88M)argenex 44,020 shares (about $40.84M)Boston Scientific 898,900 shares (about $38.37M) 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$630,516,3300.0%15,518,49211.7%HealthcareELVNEnliven Therapeutics$343,914,074$60,032,480 â–¼-14.9%6,776,6326.4%HealthcareLLYEli Lilly and Company$309,332,997$25,307,973 â–²8.9%257,9005.7%HealthcareMBX BIOSCIENCES INC$189,266,227$11,545,135 â–¼-5.7%3,428,7363.5%COMSVASinovac Biotech$184,466,1700.0%2,718,7353.4%HealthcareAZNCFAstraZeneca$171,079,502$45,866,570 â–²36.6%915,7003.2%HealthcareGPCRStructure Therapeutics$118,578,498$39,393,619 â–²49.7%2,209,4002.2%HealthcareSIONNA THERAPEUTICS INC$112,433,029$42,882,552 â–¼-27.6%2,555,8772.1%COMCRVSCorvus Pharmaceuticals$107,045,1900.0%7,165,0062.0%HealthcareARRIVENT BIOPHARMA INC$105,169,3750.0%3,027,3281.9%COMABIVAX SA$99,481,522$37,422,340 â–²60.3%746,5221.8%SPONSORED ADSGHGuardant Health$87,572,511$22,279,455 â–²34.1%583,7001.6%HealthcareARGXargenex$86,171,278$40,840,436 â–¼-32.2%92,8801.6%HealthcareMRKMerck & Co., Inc.$85,246,9000.0%663,4001.6%HealthcareQUREuniQure$83,252,805$15,138,218 â–¼-15.4%1,807,4861.5%HealthcarePRAXIS PRECISION MEDICINES I$77,035,179$19,283,904 â–²33.4%230,1001.4%COM NEWEWEdwards Lifesciences$75,525,054$35,795,022 â–¼-32.2%834,9001.4%HealthcarePRLDPrelude Therapeutics$73,151,963$15,005,629 â–²25.8%13,724,5711.4%HealthcareDYNE THERAPEUTICS INC$71,864,542$7,058,338 â–²10.9%3,235,6841.3%COMNTRANatera$71,119,9000.0%262,0001.3%HealthcareUNHUnitedHealth Group$71,114,293$71,114,293 â–²New Holding171,1001.3%HealthcareCG ONCOLOGY INC$69,117,440$1,743,070 â–²2.6%972,8001.3%COMSPRYARS Pharmaceuticals$66,390,9650.0%8,288,5101.2%HealthcareASCENDIS PHARMA A/S$65,201,304$65,201,304 â–²New Holding244,4561.2%ORD SHSHUMHumana$65,183,802$65,183,802 â–²New Holding164,1001.2%HealthcareCOGTCogent Biosciences$65,066,310$52,601,040 â–²422.0%1,681,3001.2%HealthcareBSXBoston Scientific$63,302,976$38,365,052 â–¼-37.7%1,483,2001.2%HealthcareISRGIntuitive Surgical$62,793,672$20,202,144 â–¼-24.3%157,9001.2%HealthcareMLYSMineralys Therapeutics$56,935,894$1,548,652 â–²2.8%2,110,3001.1%HealthcareODYSSEY THERAPEUTICS INC$56,152,415$56,152,415 â–²New Holding3,001,1981.0%COMMON STOCKXENEXenon Pharmaceuticals$53,869,550$10,110,300 â–¼-15.8%892,4711.0%HealthcareARQTArcutis Biotherapeutics$53,541,240$53,541,240 â–²New Holding2,042,0001.0%HealthcareBMYBristol Myers Squibb$53,298,5000.0%925,0001.0%HealthcareQ32 BIO INC$52,590,554$23,887,500 â–²83.2%4,127,9871.0%COMPALVELLA THERAPEUTICS INC NE$50,791,255$22,580,683 â–²80.0%332,3600.9%COMSYKStryker$50,091,044$7,367,256 â–¼-12.8%159,1000.9%HealthcareCARIS LIFE SCIENCES INC$50,017,3720.0%2,806,8110.9%COMELVElevance Health$48,225,231$3,867,300 â–²8.7%124,7000.9%HealthcareXBISPDR S&P Biotech ETF$47,475,000$47,475,000 â–²New Holding300,0000.9%ETFTMOThermo Fisher Scientific$45,473,352$22,160,112 â–²95.1%90,7000.8%HealthcareSTTKShattuck Labs$43,764,5210.0%6,306,1270.8%HealthcareUPSTREAM BIO INC$39,399,6360.0%5,693,5890.7%COMCRNXCrinetics Pharmaceuticals$37,382,5800.0%999,0000.7%HealthcareRYTMRhythm Pharmaceuticals$35,851,587$977,064 â–²2.8%322,9000.7%HealthcareSNDXSyndax Pharmaceuticals$33,708,120$12,672,242 â–²60.2%1,542,0000.6%HealthcareFORTE BIOSCIENCES INC$33,526,231$8,090,937 â–²31.8%1,577,7050.6%COM NEWCMPXCompass Therapeutics$33,331,7870.0%15,219,9940.6%HealthcareNEKTAR THERAPEUTICS$32,485,804$13,288,054 â–²69.2%465,3460.6%COM NEWKRYSKrystal Biotech$30,922,944$5,240,547 â–²20.4%83,2000.6%HealthcarePRELUDE THERAPEUTICS INC$30,275,391$27,446,691 â–²970.3%5,680,1860.6%NON VOTINGAXSMAxsome Therapeutics$28,779,567$23,581,876 â–¼-45.0%117,5780.5%HealthcareKINIKSA PHARMACEUTICALS INTL$26,897,370$15,348,064 â–²132.9%420,6000.5%ORD SHS CL ATRVITrevi Therapeutics$26,674,964$19,099,595 â–¼-41.7%1,430,2930.5%HealthcareIRONDisc Medicine$26,150,110$51,930,497 â–¼-66.5%357,5350.5%HealthcareWSTWest Pharmaceutical Services$25,345,400$25,345,400 â–²New Holding70,6000.5%HealthcareRLMDRelmada Therapeutics$25,127,869$7,505,909 â–¼-23.0%3,631,1950.5%HealthcareURGNUrogen Pharma$24,883,682$7,334,240 â–¼-22.8%676,1870.5%HealthcareSUTRO BIOPHARMA INC$24,698,941$1,899,040 â–¼-7.1%743,9440.5%COM SHSSVRASavara$24,392,984$20,481,384 â–²523.6%3,959,9000.5%HealthcareNPCENeuroPace$23,916,436$9,397,378 â–¼-28.2%1,505,1250.4%HealthcareAURAAura Biosciences$23,666,664$23,666,664 â–²New Holding3,333,3330.4%HealthcarePTGXProtagonist Therapeutics$23,547,618$18,387,000 â–²356.3%192,1000.4%HealthcareRVMDRevolution Medicines$22,567,240$12,828,680 â–²131.7%120,5000.4%HealthcareORICOric Pharmaceuticals$21,822,450$7,352,801 â–¼-25.2%2,015,0000.4%HealthcareCYBIN INC$21,623,954$3,711,138 â–¼-14.6%3,271,4000.4%COM NEWBCRXBioCryst Pharmaceuticals$18,520,000$4,268,000 â–²29.9%1,852,0000.3%HealthcareBIOAGE LABS INC$18,435,270$988,782 â–²5.7%752,1530.3%COMLEXEO THERAPEUTICS INC$18,377,242$1,607,837 â–²9.6%3,947,8500.3%COMAADIAadi Bioscience$18,019,076$1,061,204 â–¼-5.6%3,934,2960.3%HealthcareDEFINIUM THERAPEUTICS INC$17,188,416$20,631,744 â–¼-54.6%365,4000.3%COM SHSSPYRE THERAPEUTICS INC$16,525,953$16,525,953 â–²New Holding186,1450.3%COM NEWCRBPCorbus Pharmaceuticals$16,295,7520.0%1,737,2870.3%HealthcareVERAVera Therapeutics$15,859,3640.0%369,5960.3%HealthcareALUMIS INC$15,425,3070.0%548,1630.3%COMEYPTEyepoint Pharmaceuticals$15,288,8020.0%1,069,1470.3%HealthcareWATWaters$15,114,112$15,114,112 â–²New Holding40,3000.3%HealthcareMONOPAR THERAPEUTICS INC$14,575,796$14,575,796 â–²New Holding157,4230.3%COM NEWTVTXTravere Therapeutics$14,372,930$14,372,930 â–²New Holding253,0000.3%HealthcareTSHATaysha Gene Therapies$13,620,000$13,620,000 â–²New Holding2,000,0000.3%HealthcareBIIBBiogen$13,309,2960.0%61,6000.2%HealthcareDIANTHUS THERAPEUTICS INC$11,210,200$11,210,200 â–²New Holding115,0000.2%COMSPRUCE BIOSCIENCES INC$10,800,000$10,800,000 â–²New Holding200,0000.2%COM NEWLFSTLifeStance Health Group$10,146,654$4,791,654 â–²89.5%947,4000.2%HealthcareERASErasca$9,084,888$9,084,888 â–²New Holding495,9000.2%HealthcareTARAProtara Therapeutics$8,480,400$8,480,400 â–²New Holding2,220,0000.2%HealthcareKROSKeros Therapeutics$8,122,9590.0%759,1550.2%HealthcareJANXJanux Therapeutics$8,059,392$7,048,704 â–¼-46.7%524,7000.1%HealthcareTECTONIC THERAPEUTIC INC$7,789,3750.0%226,6000.1%COMADICET BIO INC$7,298,960$1,582,477 â–¼-17.8%844,7870.1%COM NEWPHVSPharvaris$7,102,7320.0%205,4000.1%HealthcareALTO NEUROSCIENCE INC$6,804,714$2,384,389 â–²53.9%257,8520.1%COM SHSZNTLZentalis Pharmaceuticals$6,744,294$6,744,294 â–²New Holding1,390,5760.1%HealthcareBRIGHT MINDS BIOSCIENCES INC$6,528,600$3,720,600 â–²132.5%93,0000.1%COM NEWALXOALX Oncology$5,933,1500.0%2,866,2560.1%HealthcareTRAVERE THERAPEUTICS INC$5,894,350$5,894,350 â–²New Holding5,000,0000.1%NOTE 0.500% 5/1XILIO THERAPEUTICS INC$5,674,234$5,674,234 â–²New Holding592,3000.1%COMBICARA THERAPEUTICS INC$5,673,759$14,138,378 â–¼-71.4%191,1000.1%COMIMAGENEBIO INC$5,364,687$3,131,207 â–²140.2%909,2690.1%COMALNYAlnylam Pharmaceuticals$5,117,510$30,705,060 â–¼-85.7%17,0000.1%HealthcarePALISADE BIO INC$4,875,9700.0%2,333,0000.1%COMShowing largest 100 holdings. 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