Orbimed Advisors LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Orbimed Advisors LLC disclosed 111 US equity positions worth $4.8bn in its Q4 2024 13F filing. The largest position was EWTX at 8.3% of the reported book, followed by SVA and BSX. Against the Q3 2024 filing, it opened 3 new positions, added to 16 and reduced 12 among the top 50 holdings.
What did Orbimed Advisors LLC own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | EWTX EDGEWISE THERAPEUTICS INC | 8.3% | $401.1m | 15,021,721 | 0% | held | |
| 2 | SVA SINOVAC BIOTECH LTD | 6.9% | $334.0m | 2,718,735 | 0% | held | |
| 3 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 5.9% | $282.3m | 3,160,300 | -3% | reduced |
| 4 | LLY ELI LILLY & CO | Healthcare | 5.4% | $260.6m | 337,600 | 0% | held |
| 5 | ISRG INTUITIVE SURGICAL INC | Healthcare | 4.4% | $209.7m | 401,700 | -7% | reduced |
| 6 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 3.7% | $179.1m | 7,959,538 | 0% | held |
| 7 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.7% | $128.1m | 938,120 | 210% | added |
| 8 | SYK STRYKER CORPORATION | Healthcare | 2.6% | $124.0m | 344,400 | 0% | held |
| 9 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 2.4% | $117.1m | 963,400 | 1% | added |
| 10 | ARGX ARGENX SE | Healthcare | 2.4% | $116.7m | 189,700 | -7% | reduced |
| 11 | IRON DISC MEDICINE INC | Healthcare | 2.4% | $113.2m | 1,785,571 | 0% | held |
| 12 | THC TENET HEALTHCARE CORP | Healthcare | 2.1% | $100.0m | 792,000 | 1% | added |
| 13 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 2.0% | $98.5m | 2,817,347 | 21% | added |
| 14 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.0% | $97.8m | 415,600 | 66% | added |
| 15 | UPB UPSTREAM BIO INC | 1.9% | $93.6m | 5,693,589 | – | new | |
| 16 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 1.8% | $87.4m | 8,288,510 | 0% | held |
| 17 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 1.8% | $84.8m | 1,145,302 | – | new |
| 18 | MRK MERCK & CO INC | Healthcare | 1.7% | $82.6m | 829,900 | -37% | reduced |
| 19 | AVBP ARRIVENT BIOPHARMA INC | 1.7% | $80.6m | 3,027,328 | 0% | held | |
| 20 | BIIB BIOGEN INC | Healthcare | 1.6% | $77.9m | 509,100 | -37% | reduced |
| 21 | ITGR INTEGER HLDGS CORP | Healthcare | 1.6% | $76.2m | 575,000 | 0% | held |
| 22 | CYTK CYTOKINETICS INC | Healthcare | 1.5% | $74.5m | 1,584,005 | 107% | added |
| 23 | MBX MBX BIOSCIENCES INC | Healthcare | 1.5% | $70.3m | 3,812,215 | 0% | held |
| 24 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.4% | $66.2m | 130,900 | -27% | reduced |
| 25 | NTRA NATERA INC | Healthcare | 1.4% | $65.4m | 413,000 | -40% | reduced |
| 26 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 1.3% | $60.8m | 151,000 | 0% | held |
| 27 | THIRD HARMONIC BIO INC | 1.2% | $59.5m | 5,779,071 | 0% | held | |
| 28 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 1.1% | $51.1m | 999,000 | -5% | reduced | |
| 29 | UHS UNIVERSAL HLTH SVCS INC | Healthcare | 1.0% | $48.3m | 269,300 | 73% | added |
| 30 | SIBN SI-BONE INC | Healthcare | 1.0% | $48.3m | 3,442,853 | 4% | added |
| 31 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 0.9% | $45.3m | 1,255,031 | -10% | reduced | |
| 32 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.9% | $43.9m | 84,400 | 0% | held |
| 33 | 430 TERNS PHARMACEUTICALS INC | 0.9% | $41.9m | 7,562,971 | 0% | held | |
| 34 | CGON CG ONCOLOGY INC | Healthcare | 0.9% | $41.0m | 1,431,114 | 107% | added |
| 35 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.8% | $40.6m | 758,566 | -40% | reduced |
| 36 | EXK EXACT SCIENCES CORP | Basic Materials | 0.8% | $38.2m | 679,816 | 0% | held |
| 37 | NPCE NEUROPACE INC | 0.8% | $38.1m | 3,406,335 | 0% | held | |
| 38 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.8% | $37.2m | 947,877 | 4% | added |
| 39 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.8% | $37.1m | 6,943,654 | 0% | held |
| 40 | XBI SPDR SER TR | 0.7% | $33.5m | 372,000 | – | new | |
| 41 | CMPX COMPASS THERAPEUTICS INC | 0.7% | $32.4m | 22,362,850 | 0% | held | |
| 42 | XTNT XTANT MED HLDGS INC | 0.7% | $32.4m | 73,114,592 | 0% | held | |
| 43 | RNAGBP AVIDITY BIOSCIENCES INC | 0.7% | $32.4m | 1,112,886 | 7% | added | |
| 44 | VERA VERA THERAPEUTICS INC | Healthcare | 0.7% | $31.4m | 742,572 | 10% | added |
| 45 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.6% | $28.9m | 1,227,080 | 73% | added |
| 46 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 0.5% | $23.7m | 1,942,555 | 82% | added |
| 47 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 0.5% | $23.6m | 3,218,617 | -10% | reduced |
| 48 | GILD GILEAD SCIENCES INC | Healthcare | 0.5% | $22.7m | 245,600 | 62% | added |
| 49 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.5% | $22.4m | 400,000 | -8% | reduced |
| 50 | IMTX IMMATICS N.V | Healthcare | 0.5% | $22.0m | 3,087,462 | 54% | added |
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.