Orbimed Advisors LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Orbimed Advisors LLC disclosed 106 US equity positions worth $4.2bn in its Q1 2025 13F filing. The largest position was SVA at 8.0% of the reported book, followed by EWTX and BSX. Against the Q4 2024 filing, it opened 5 new positions, added to 12 and reduced 10 among the top 50 holdings.
What did Orbimed Advisors LLC own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SVA SINOVAC BIOTECH LTD | 8.0% | $334.0m | 2,718,735 | 0% | held | |
| 2 | EWTX EDGEWISE THERAPEUTICS INC | 7.9% | $330.5m | 15,021,721 | 0% | held | |
| 3 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 6.8% | $283.8m | 2,813,200 | -11% | reduced |
| 4 | LLY ELI LILLY & CO | Healthcare | 6.7% | $278.8m | 337,600 | 0% | held |
| 5 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 3.8% | $156.6m | 7,959,538 | 0% | held |
| 6 | ISRG INTUITIVE SURGICAL INC | Healthcare | 3.5% | $144.1m | 291,000 | -28% | reduced |
| 7 | SYK STRYKER CORPORATION | Healthcare | 3.2% | $133.7m | 359,200 | 4% | added |
| 8 | ARGX ARGENX SE | Healthcare | 2.9% | $122.3m | 206,700 | 9% | added |
| 9 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 2.7% | $111.0m | 1,532,000 | 34% | added |
| 10 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.5% | $105.4m | 201,200 | 54% | added |
| 11 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 2.5% | $104.3m | 8,288,510 | 0% | held |
| 12 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.5% | $103.4m | 934,640 | -0% | held |
| 13 | PFE PFIZER INC | Healthcare | 2.3% | $97.6m | 3,850,200 | – | new |
| 14 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.2% | $93.5m | 346,100 | -17% | reduced |
| 15 | ITGR INTEGER HLDGS CORP | Healthcare | 1.9% | $78.2m | 662,500 | 15% | added |
| 16 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 1.9% | $77.5m | 159,900 | 6% | added |
| 17 | NTRA NATERA INC | Healthcare | 1.9% | $77.4m | 547,000 | 32% | added |
| 18 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 1.8% | $76.6m | 2,540,136 | -10% | reduced |
| 19 | IRON DISC MEDICINE INC | Healthcare | 1.7% | $70.2m | 1,415,020 | -21% | reduced |
| 20 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.5% | $64.2m | 129,000 | 53% | added |
| 21 | THC TENET HEALTHCARE CORP | Healthcare | 1.5% | $62.5m | 465,000 | -41% | reduced |
| 22 | CYTK CYTOKINETICS INC | Healthcare | 1.5% | $60.7m | 1,509,205 | -5% | reduced |
| 23 | CGON CG ONCOLOGY INC | Healthcare | 1.5% | $60.5m | 2,471,994 | 73% | added |
| 24 | AVBP ARRIVENT BIOPHARMA INC | 1.3% | $56.0m | 3,027,328 | 0% | held | |
| 25 | RNAGBP AVIDITY BIOSCIENCES INC | 1.3% | $53.5m | 1,812,886 | 63% | added | |
| 26 | SIBN SI-BONE INC | Healthcare | 1.2% | $48.3m | 3,442,853 | 0% | held |
| 27 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 1.1% | $45.1m | 386,700 | – | new |
| 28 | CMPX COMPASS THERAPEUTICS INC | 1.0% | $42.5m | 22,362,850 | 0% | held | |
| 29 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 1.0% | $41.9m | 950,200 | -24% | reduced | |
| 30 | NPCE NEUROPACE INC | 1.0% | $41.9m | 3,406,335 | 0% | held | |
| 31 | SION SIONNA THERAPEUTICS INC | 0.9% | $38.8m | 3,704,959 | – | new | |
| 32 | UPB UPSTREAM BIO INC | 0.8% | $34.8m | 5,693,589 | 0% | held | |
| 33 | XTNT XTANT MED HLDGS INC | 0.8% | $34.4m | 73,114,592 | 0% | held | |
| 34 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 0.8% | $33.6m | 653,743 | – | new |
| 35 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 0.8% | $33.5m | 999,000 | 0% | held | |
| 36 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.8% | $31.8m | 947,877 | 0% | held |
| 37 | APLSUSD APELLIS PHARMACEUTICALS INC | 0.8% | $31.3m | 1,432,300 | – | new | |
| 38 | MBX MBX BIOSCIENCES INC | Healthcare | 0.7% | $29.5m | 4,002,887 | 5% | added |
| 39 | EXK EXACT SCIENCES CORP | Basic Materials | 0.7% | $29.4m | 679,816 | 0% | held |
| 40 | GILD GILEAD SCIENCES INC | Healthcare | 0.5% | $22.1m | 197,500 | -20% | reduced |
| 41 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.5% | $22.1m | 6,943,654 | 0% | held |
| 42 | 430 TERNS PHARMACEUTICALS INC | 0.5% | $20.9m | 7,562,971 | 0% | held | |
| 43 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.5% | $20.5m | 758,566 | 0% | held |
| 44 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.5% | $20.1m | 380,000 | -5% | reduced |
| 45 | THIRD HARMONIC BIO INC | 0.5% | $20.1m | 5,779,071 | 0% | held | |
| 46 | AM6 AMICUS THERAPEUTICS INC | 0.4% | $18.6m | 2,285,400 | 0% | held | |
| 47 | VSTM VERASTEM INC | Healthcare | 0.4% | $17.3m | 2,862,448 | 0% | held |
| 48 | TYRA TYRA BIOSCIENCES INC | Healthcare | 0.4% | $16.3m | 1,752,831 | 19% | added |
| 49 | RAPT THERAPEUTICS INC | 0.4% | $16.0m | 13,135,260 | 0% | held | |
| 50 | SCPH SCPHARMACEUTICALS INC | 0.4% | $15.9m | 6,059,528 | 0% | held |
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.