Orbimed Advisors LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Orbimed Advisors LLC disclosed 97 US equity positions worth $4.0bn in its Q2 2025 13F filing. The largest position was SVA at 8.4% of the reported book, followed by BSX and LLY. Against the Q1 2025 filing, it opened 3 new positions, added to 15 and reduced 12 among the top 50 holdings.
What did Orbimed Advisors LLC own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SVA SINOVAC BIOTECH LTD | 8.4% | $334.0m | 2,718,735 | 0% | held | |
| 2 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 7.6% | $302.2m | 2,813,200 | 0% | held |
| 3 | LLY ELI LILLY & CO | Healthcare | 6.6% | $263.2m | 337,600 | 0% | held |
| 4 | EWTX EDGEWISE THERAPEUTICS INC | 5.1% | $203.4m | 15,518,492 | 3% | added | |
| 5 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 4.0% | $159.7m | 7,959,538 | 0% | held |
| 6 | ISRG INTUITIVE SURGICAL INC | Healthcare | 4.0% | $158.1m | 291,000 | 0% | held |
| 7 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 3.6% | $144.6m | 8,288,510 | 0% | held |
| 8 | SYK STRYKER CORPORATION | Healthcare | 3.6% | $142.1m | 359,200 | 0% | held |
| 9 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 3.4% | $133.6m | 1,708,000 | 11% | added |
| 10 | ARGX ARGENX SE | Healthcare | 2.9% | $114.7m | 208,000 | 1% | added |
| 11 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.8% | $111.5m | 341,900 | -1% | reduced |
| 12 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.6% | $104.9m | 336,300 | 67% | added |
| 13 | NTRA NATERA INC | Healthcare | 2.5% | $100.3m | 593,434 | 8% | added |
| 14 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 2.4% | $93.6m | 210,287 | 32% | added |
| 15 | THC TENET HEALTHCARE CORP | Healthcare | 2.1% | $81.8m | 465,000 | 0% | held |
| 16 | CAI CARIS LIFE SCIENCES INC | Healthcare | 2.0% | $81.1m | 3,034,858 | – | new |
| 17 | IRON DISC MEDICINE INC | Healthcare | 1.9% | $74.9m | 1,415,020 | 0% | held |
| 18 | AVBP ARRIVENT BIOPHARMA INC | 1.7% | $65.9m | 3,027,328 | 0% | held | |
| 19 | SION SIONNA THERAPEUTICS INC | 1.6% | $64.3m | 3,704,959 | 0% | held | |
| 20 | UPB UPSTREAM BIO INC | 1.6% | $62.5m | 5,693,589 | 0% | held | |
| 21 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.4% | $55.1m | 438,540 | -53% | reduced |
| 22 | ITGR INTEGER HLDGS CORP | Healthcare | 1.3% | $53.3m | 433,400 | -35% | reduced |
| 23 | RNAGBP AVIDITY BIOSCIENCES INC | 1.3% | $51.5m | 1,812,886 | 0% | held | |
| 24 | CGON CG ONCOLOGY INC | Healthcare | 1.2% | $48.8m | 1,877,850 | -24% | reduced |
| 25 | SIBN SI-BONE INC | Healthcare | 1.2% | $48.5m | 2,578,979 | -25% | reduced |
| 26 | MBX MBX BIOSCIENCES INC | Healthcare | 1.1% | $45.7m | 4,002,887 | 0% | held |
| 27 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 1.1% | $44.7m | 427,900 | 11% | added |
| 28 | CMPX COMPASS THERAPEUTICS INC | 1.0% | $39.6m | 15,219,994 | -32% | reduced | |
| 29 | CYTK CYTOKINETICS INC | Healthcare | 0.9% | $35.6m | 1,077,000 | -29% | reduced |
| 30 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 0.8% | $33.0m | 1,149,000 | 15% | added | |
| 31 | EXK EXACT SCIENCES CORP | Basic Materials | 0.8% | $32.3m | 607,316 | -11% | reduced |
| 32 | THIRD HARMONIC BIO INC | 0.8% | $31.4m | 5,779,071 | 0% | held | |
| 33 | ROIV ROIVANT SCIENCES LTD | Healthcare | 0.8% | $31.3m | 2,779,427 | – | new |
| 34 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.7% | $29.7m | 947,877 | 0% | held |
| 35 | NPCE NEUROPACE INC | 0.7% | $29.1m | 2,614,184 | -23% | reduced | |
| 36 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.7% | $28.7m | 7,165,006 | 3% | added |
| 37 | 430 TERNS PHARMACEUTICALS INC | 0.7% | $28.2m | 7,562,971 | 0% | held | |
| 38 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.7% | $28.0m | 1,210,300 | 60% | added |
| 39 | APLSUSD APELLIS PHARMACEUTICALS INC | 0.6% | $25.7m | 1,482,300 | 3% | added | |
| 40 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.6% | $24.9m | 1,199,300 | 84% | added |
| 41 | SCPH SCPHARMACEUTICALS INC | 0.6% | $23.1m | 6,059,528 | 0% | held | |
| 42 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.5% | $19.2m | 8,461,500 | – | new |
| 43 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.5% | $18.9m | 46,500 | -64% | reduced |
| 44 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 0.5% | $18.6m | 557,900 | 71% | added |
| 45 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.5% | $18.1m | 3,308,400 | 195% | added |
| 46 | ADCT ADC THERAPEUTICS SA | Healthcare | 0.4% | $15.8m | 5,907,351 | -1% | reduced |
| 47 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.4% | $15.7m | 248,512 | -35% | reduced |
| 48 | FBRX FORTE BIOSCIENCES INC | 0.4% | $15.5m | 1,196,955 | 102% | added | |
| 49 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 0.4% | $14.5m | 1,923,855 | 0% | held |
| 50 | KROS KEROS THERAPEUTICS INC | Healthcare | 0.3% | $13.6m | 1,018,734 | 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.