Orbimed Advisors LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Orbimed Advisors LLC disclosed 99 US equity positions worth $4.2bn in its Q3 2025 13F filing. The largest position was EWTX at 6.0% of the reported book, followed by BSX and LLY. Against the Q2 2025 filing, it opened 6 new positions, added to 9 and reduced 15 among the top 50 holdings.
What did Orbimed Advisors LLC own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | EWTX EDGEWISE THERAPEUTICS INC | 6.0% | $251.7m | 15,518,492 | 0% | held | |
| 2 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 5.7% | $237.2m | 2,429,300 | -14% | reduced |
| 3 | LLY ELI LILLY & CO | Healthcare | 5.5% | $229.8m | 301,200 | -11% | reduced |
| 4 | SVA SINOVAC BIOTECH LTD | 4.4% | $184.5m | 2,718,735 | 0% | held | |
| 5 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 3.9% | $162.9m | 7,959,538 | 0% | held |
| 6 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 3.3% | $137.5m | 301,600 | -12% | reduced |
| 7 | SYK STRYKER CORPORATION | Healthcare | 3.2% | $132.8m | 359,200 | 0% | held |
| 8 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 3.1% | $131.0m | 1,684,000 | -1% | reduced |
| 9 | ISRG INTUITIVE SURGICAL INC | Healthcare | 3.1% | $128.4m | 287,200 | -1% | reduced |
| 10 | ARGX ARGENX SE | Healthcare | 3.0% | $127.1m | 172,300 | -17% | reduced |
| 11 | SION SIONNA THERAPEUTICS INC | 2.6% | $109.0m | 3,704,959 | 0% | held | |
| 12 | UPB UPSTREAM BIO INC | 2.6% | $107.1m | 5,693,589 | 0% | held | |
| 13 | IRON DISC MEDICINE INC | Healthcare | 2.2% | $93.5m | 1,415,020 | 0% | held |
| 14 | CAI CARIS LIFE SCIENCES INC | Healthcare | 2.2% | $91.8m | 3,034,858 | 0% | held |
| 15 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 2.0% | $83.3m | 8,288,510 | 0% | held |
| 16 | RNAGBP AVIDITY BIOSCIENCES INC | 1.7% | $71.4m | 1,638,886 | -10% | reduced | |
| 17 | MBX MBX BIOSCIENCES INC | Healthcare | 1.7% | $70.1m | 4,002,887 | 0% | held |
| 18 | CGON CG ONCOLOGY INC | Healthcare | 1.7% | $69.6m | 1,726,850 | -8% | reduced |
| 19 | NTRA NATERA INC | Healthcare | 1.7% | $69.1m | 429,300 | -28% | reduced |
| 20 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 1.5% | $64.6m | 531,800 | 24% | added |
| 21 | 430 TERNS PHARMACEUTICALS INC | 1.4% | $56.8m | 7,562,971 | 0% | held | |
| 22 | AVBP ARRIVENT BIOPHARMA INC | 1.3% | $55.9m | 3,027,328 | 0% | held | |
| 23 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.3% | $55.7m | 1,469,494 | 93% | added |
| 24 | EXK EXACT SCIENCES CORP | Basic Materials | 1.3% | $54.4m | 994,616 | 64% | added |
| 25 | CMPX COMPASS THERAPEUTICS INC | 1.3% | $53.3m | 15,219,994 | 0% | held | |
| 26 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 1.3% | $52.8m | 7,165,006 | 0% | held |
| 27 | APLSUSD APELLIS PHARMACEUTICALS INC | 1.3% | $52.6m | 2,323,368 | 57% | added | |
| 28 | DHR DANAHER CORPORATION | Healthcare | 1.3% | $52.2m | 263,100 | – | new |
| 29 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.2% | $49.6m | 353,640 | -19% | reduced |
| 30 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.2% | $48.2m | 114,900 | – | new |
| 31 | CI THE CIGNA GROUP | Healthcare | 1.1% | $46.9m | 162,800 | – | new |
| 32 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 1.1% | $45.8m | 1,099,000 | -4% | reduced | |
| 33 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 1.0% | $43.7m | 3,641,756 | 305% | added |
| 34 | JANX JANUX THERAPEUTICS INC | Healthcare | 1.0% | $43.2m | 1,766,100 | 46% | added |
| 35 | ROIV ROIVANT SCIENCES LTD | Healthcare | 1.0% | $41.1m | 2,714,798 | -2% | reduced |
| 36 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.9% | $38.2m | 191,905 | 458% | added |
| 37 | SIBN SI-BONE INC | Healthcare | 0.9% | $38.0m | 2,578,979 | 0% | held |
| 38 | SCPH SCPHARMACEUTICALS INC | 0.8% | $34.4m | 6,059,528 | 0% | held | |
| 39 | ABVX ABIVAX SA | 0.8% | $32.3m | 380,000 | – | new | |
| 40 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.8% | $31.9m | 1,139,300 | -5% | reduced |
| 41 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.7% | $30.3m | 3,308,400 | 0% | held |
| 42 | ITGR INTEGER HLDGS CORP | Healthcare | 0.7% | $30.0m | 290,000 | -33% | reduced |
| 43 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.7% | $29.3m | 2,314,184 | 124% | added |
| 44 | RAPT RAPT THERAPEUTICS INC | 0.7% | $28.0m | 1,086,618 | -34% | reduced | |
| 45 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.6% | $27.0m | 8,461,500 | 0% | held |
| 46 | NPCE NEUROPACE INC | 0.6% | $27.0m | 2,614,184 | 0% | held | |
| 47 | QURE UNIQURE NV | 0.6% | $26.8m | 458,500 | – | new | |
| 48 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 0.6% | $25.6m | 1,796,000 | – | new |
| 49 | AKERO THERAPEUTICS INC | 0.6% | $25.0m | 526,200 | 149% | added | |
| 50 | ADCT ADC THERAPEUTICS SA | Healthcare | 0.6% | $23.6m | 5,907,351 | 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.