Orbimed Advisors LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Orbimed Advisors LLC disclosed 105 US equity positions worth $4.9bn in its Q4 2025 13F filing. The largest position was EWTX at 7.9% of the reported book, followed by LLY and BSX. Against the Q3 2025 filing, it opened 5 new positions, added to 9 and reduced 23 among the top 50 holdings.
What did Orbimed Advisors LLC own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | EWTX EDGEWISE THERAPEUTICS INC | 7.9% | $385.1m | 15,518,492 | 0% | held | |
| 2 | LLY ELI LILLY & CO | Healthcare | 6.6% | $323.7m | 301,200 | 0% | held |
| 3 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 4.7% | $230.7m | 2,419,300 | -0% | held |
| 4 | SVA SINOVAC BIOTECH LTD | 3.8% | $184.5m | 2,718,735 | 0% | held | |
| 5 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 3.2% | $157.1m | 1,842,900 | 9% | added |
| 6 | UPB UPSTREAM BIO INC | 3.2% | $154.6m | 5,693,589 | 0% | held | |
| 7 | ISRG INTUITIVE SURGICAL INC | Healthcare | 3.1% | $149.2m | 263,400 | -8% | reduced |
| 8 | SION SIONNA THERAPEUTICS INC | 3.0% | $146.5m | 3,561,655 | -4% | reduced | |
| 9 | MBX MBX BIOSCIENCES INC | Healthcare | 2.5% | $124.1m | 3,935,203 | -2% | reduced |
| 10 | ARGX ARGENX SE | Healthcare | 2.5% | $122.8m | 146,000 | -15% | reduced |
| 11 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 2.5% | $122.6m | 7,959,538 | 0% | held |
| 12 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.4% | $114.8m | 288,800 | -4% | reduced |
| 13 | SYK STRYKER CORPORATION | Healthcare | 2.3% | $114.2m | 325,000 | -10% | reduced |
| 14 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 2.0% | $96.6m | 8,288,510 | 0% | held |
| 15 | 430 TERNS PHARMACEUTICALS INC | 1.8% | $87.0m | 2,153,300 | -72% | reduced | |
| 16 | IRON DISC MEDICINE INC | Healthcare | 1.7% | $84.8m | 1,067,550 | -25% | reduced |
| 17 | CAI CARIS LIFE SCIENCES INC | Healthcare | 1.7% | $84.1m | 3,116,011 | 3% | added |
| 18 | NTRA NATERA INC | Healthcare | 1.7% | $83.8m | 365,800 | -15% | reduced |
| 19 | CMPX COMPASS THERAPEUTICS INC | 1.7% | $81.7m | 15,219,994 | 0% | held | |
| 20 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.7% | $80.8m | 1,161,803 | 2% | added |
| 21 | DHR DANAHER CORPORATION | Healthcare | 1.4% | $68.6m | 299,800 | 14% | added |
| 22 | CGON CG ONCOLOGY INC | Healthcare | 1.3% | $63.0m | 1,516,550 | -12% | reduced |
| 23 | APLSUSD APELLIS PHARMACEUTICALS INC | 1.2% | $61.0m | 2,429,868 | 5% | added | |
| 24 | AVBP ARRIVENT BIOPHARMA INC | 1.2% | $60.9m | 3,027,328 | 0% | held | |
| 25 | CI THE CIGNA GROUP | Healthcare | 1.2% | $56.4m | 205,000 | 26% | added |
| 26 | RAPT RAPT THERAPEUTICS INC | 1.1% | $55.6m | 1,642,891 | 51% | added | |
| 27 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 1.1% | $55.2m | 7,165,006 | 0% | held |
| 28 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.0% | $51.3m | 105,200 | -8% | reduced |
| 29 | ABVX ABIVAX SA | 1.0% | $49.6m | 367,900 | -3% | reduced | |
| 30 | ROIV ROIVANT SCIENCES LTD | Healthcare | 1.0% | $47.5m | 2,190,907 | -19% | reduced |
| 31 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 1.0% | $46.5m | 999,000 | -9% | reduced | |
| 32 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 0.9% | $46.2m | 253,121 | -52% | reduced |
| 33 | EYPT EYEPOINT INC | Healthcare | 0.9% | $45.1m | 2,468,314 | 37% | added |
| 34 | RNAGBP AVIDITY BIOSCIENCES INC | 0.9% | $44.7m | 619,530 | -62% | reduced | |
| 35 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 0.9% | $44.6m | 314,240 | -11% | reduced |
| 36 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.9% | $43.1m | 2,202,184 | -5% | reduced |
| 37 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 0.9% | $41.8m | 775,000 | – | new |
| 38 | PFE PFIZER INC | Healthcare | 0.8% | $41.2m | 1,652,900 | – | new |
| 39 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.8% | $39.9m | 3,190,700 | -4% | reduced |
| 40 | NPCE NEUROPACE INC | 0.8% | $37.2m | 2,406,335 | -8% | reduced | |
| 41 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.8% | $36.7m | 171,977 | -10% | reduced |
| 42 | EXK EXACT SCIENCES CORP | Basic Materials | 0.7% | $35.7m | 351,716 | -65% | reduced |
| 43 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 0.7% | $35.6m | 980,400 | -33% | reduced |
| 44 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 0.7% | $34.7m | 99,100 | – | new |
| 45 | FBRX FORTE BIOSCIENCES INC | 0.7% | $32.6m | 1,196,955 | 0% | held | |
| 46 | PRLD PRELUDE THERAPEUTICS INC | 0.6% | $31.6m | 10,909,256 | 0% | held | |
| 47 | HELP CYBIN INC | 0.6% | $31.4m | 3,840,500 | – | new | |
| 48 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.6% | $29.8m | 3,641,756 | 0% | held |
| 49 | KRYS KRYSTAL BIOTECH INC | Healthcare | 0.6% | $29.5m | 119,800 | 17% | added |
| 50 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.6% | $27.9m | 94,500 | – | new |
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.