Orbimed Advisors LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Orbimed Advisors LLC disclosed 109 US equity positions worth $5.5bn in its Q3 2024 13F filing. The largest position was EWTX at 7.3% of the reported book, followed by SVA and LLY.
What did Orbimed Advisors LLC own in Q3 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | EWTX EDGEWISE THERAPEUTICS INC | 7.3% | $400.9m | 15,021,721 | – | ||
| 2 | SVA SINOVAC BIOTECH LTD | 6.2% | $340.0m | 2,718,735 | – | ||
| 3 | LLY ELI LILLY & CO | Healthcare | 5.5% | $299.1m | 337,600 | – | |
| 4 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 5.0% | $274.3m | 3,273,000 | – | |
| 5 | ISRG INTUITIVE SURGICAL INC | Healthcare | 3.9% | $213.1m | 433,800 | – | |
| 6 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 3.7% | $203.3m | 7,959,538 | – | |
| 7 | BIIB BIOGEN INC | Healthcare | 2.9% | $157.6m | 813,000 | – | |
| 8 | MRK MERCK & CO INC | Healthcare | 2.7% | $149.4m | 1,316,000 | – | |
| 9 | THC TENET HEALTHCARE CORP | Healthcare | 2.4% | $130.0m | 782,000 | – | |
| 10 | SYK STRYKER CORPORATION | Healthcare | 2.3% | $124.4m | 344,400 | – | |
| 11 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 2.2% | $120.2m | 8,288,510 | – | |
| 12 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 2.2% | $119.2m | 954,500 | – | |
| 13 | ARGX ARGENX SE | Healthcare | 2.0% | $110.9m | 204,500 | – | |
| 14 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.9% | $104.7m | 179,000 | – | |
| 15 | QTTB Q32 BIO INC | 1.8% | $100.5m | 2,252,987 | – | ||
| 16 | MBX MBX BIOSCIENCES INC | Healthcare | 1.8% | $99.0m | 3,812,215 | – | |
| 17 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 1.7% | $93.1m | 2,324,447 | – | |
| 18 | IRON DISC MEDICINE INC | Healthcare | 1.6% | $87.7m | 1,785,571 | – | |
| 19 | NTRA NATERA INC | Healthcare | 1.6% | $87.3m | 687,500 | – | |
| 20 | AMGN AMGEN INC | Healthcare | 1.5% | $81.3m | 252,300 | – | |
| 21 | THIRD HARMONIC BIO INC | 1.4% | $78.3m | 5,779,071 | – | ||
| 22 | ITGR INTEGER HLDGS CORP | Healthcare | 1.4% | $74.8m | 575,000 | – | |
| 23 | AVBP ARRIVENT BIOPHARMA INC | 1.3% | $71.1m | 3,027,328 | – | ||
| 24 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 1.3% | $70.2m | 151,000 | – | |
| 25 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.3% | $68.8m | 250,300 | – | |
| 26 | 430 TERNS PHARMACEUTICALS INC | 1.2% | $63.1m | 7,562,971 | – | ||
| 27 | KROS KEROS THERAPEUTICS INC | Healthcare | 1.1% | $59.2m | 1,018,734 | – | |
| 28 | JANX JANUX THERAPEUTICS INC | Healthcare | 1.0% | $57.2m | 1,258,566 | – | |
| 29 | ELV ELEVANCE HEALTH INC | Healthcare | 1.0% | $55.2m | 106,200 | – | |
| 30 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 1.0% | $53.7m | 1,050,055 | – | ||
| 31 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.0% | $52.2m | 84,400 | – | |
| 32 | XTNT XTANT MED HLDGS INC | 0.9% | $49.4m | 73,114,592 | – | ||
| 33 | RNAGBP AVIDITY BIOSCIENCES INC | 0.9% | $48.0m | 1,044,805 | – | ||
| 34 | REGN REGENERON PHARMACEUTICALS | Healthcare | 0.9% | $47.5m | 45,200 | – | |
| 35 | EVH EVOLENT HEALTH INC | Healthcare | 0.9% | $47.1m | 1,665,115 | – | |
| 36 | EXK EXACT SCIENCES CORP | Basic Materials | 0.8% | $46.3m | 679,816 | – | |
| 37 | SIBN SI-BONE INC | Healthcare | 0.8% | $46.2m | 3,305,801 | – | |
| 38 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 0.8% | $44.6m | 1,390,631 | – | ||
| 39 | PCVX VAXCYTE INC | Healthcare | 0.8% | $44.2m | 387,000 | – | |
| 40 | CMPX COMPASS THERAPEUTICS INC | 0.8% | $41.1m | 22,362,850 | – | ||
| 41 | CYTK CYTOKINETICS INC | Healthcare | 0.7% | $40.5m | 766,906 | – | |
| 42 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 0.7% | $37.1m | 1,925,300 | – | |
| 43 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.7% | $36.7m | 6,943,654 | – | |
| 44 | APLSUSD APELLIS PHARMACEUTICALS INC | 0.7% | $36.6m | 1,270,400 | – | ||
| 45 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.7% | $35.9m | 911,420 | – | |
| 46 | UHS UNIVERSAL HLTH SVCS INC | Healthcare | 0.7% | $35.7m | 156,000 | – | |
| 47 | ICLR ICON PLC | Healthcare | 0.7% | $35.6m | 123,900 | – | |
| 48 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 0.6% | $34.8m | 302,220 | – | |
| 49 | VERA VERA THERAPEUTICS INC | Healthcare | 0.5% | $29.9m | 675,872 | – | |
| 50 | BIOA BIOAGE LABS INC | 0.5% | $29.6m | 1,423,470 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.