Orbimed Advisors LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Orbimed Advisors LLC disclosed 107 US equity positions worth $4.6bn in its Q1 2026 13F filing. The largest position was EWTX at 10.7% of the reported book, followed by ELVN and LLY.
What did Orbimed Advisors LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 10.7% | $488.8m | 15,518,492 | – | |
| 2 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 6.8% | $312.0m | 7,959,538 | – | |
| 3 | LLY ELI LILLY & CO | Healthcare | 4.7% | $217.8m | 236,800 | – | |
| 4 | SVA SINOVAC BIOTECH LTD | 4.0% | $184.5m | 2,718,735 | – | ||
| 5 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 3.3% | $149.5m | 2,382,100 | – | |
| 6 | SION SIONNA THERAPEUTICS INC | Healthcare | 3.1% | $141.5m | 3,530,702 | – | |
| 7 | AZN ASTRAZENECA PLC | Healthcare | 2.9% | $132.2m | 670,200 | – | |
| 8 | MYGN MYRIAD GENETICS INC | Healthcare | 2.7% | $122.9m | 125,000,000 | – | |
| 9 | MBX MBX BIOSCIENCES INC | Healthcare | 2.4% | $108.6m | 3,637,887 | – | |
| 10 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 2.3% | $104.8m | 7,165,006 | – | |
| 11 | ARGX ARGENX SE | Healthcare | 2.2% | $100.0m | 136,900 | – | |
| 12 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 2.1% | $98.5m | 1,230,600 | – | |
| 13 | ISRG INTUITIVE SURGICAL INC | Healthcare | 2.1% | $96.2m | 208,700 | – | |
| 14 | CMPX COMPASS THERAPEUTICS INC | 1.8% | $80.5m | 15,219,994 | – | ||
| 15 | MRK MERCK & CO INC | Healthcare | 1.7% | $79.8m | 663,400 | – | |
| 16 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.6% | $71.1m | 1,475,403 | – | |
| 17 | AVBP ARRIVENT BIOPHARMA INC | Healthcare | 1.5% | $69.8m | 3,027,328 | – | |
| 18 | IRON DISC MEDICINE INC | Healthcare | 1.5% | $68.3m | 1,067,550 | – | |
| 19 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 1.5% | $66.6m | 8,288,510 | – | |
| 20 | CGON CG ONCOLOGY INC | Healthcare | 1.4% | $64.2m | 948,267 | – | |
| 21 | XENE XENON PHARMACEUTICALS INC | Healthcare | 1.3% | $61.6m | 1,059,971 | – | |
| 22 | SYK STRYKER CORPORATION | Healthcare | 1.3% | $60.0m | 182,500 | – | |
| 23 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 1.2% | $56.1m | 925,000 | – | |
| 24 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.2% | $55.6m | 2,052,900 | – | |
| 25 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.2% | $55.6m | 172,500 | – | |
| 26 | PFE PFIZER INC | Healthcare | 1.2% | $54.7m | 1,946,500 | – | |
| 27 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.2% | $52.9m | 2,917,884 | – | |
| 28 | NTRA NATERA INC | Healthcare | 1.1% | $52.4m | 262,000 | – | |
| 29 | ABVX ABIVAX SA | Healthcare | 1.1% | $51.9m | 465,700 | – | |
| 30 | UPB UPSTREAM BIO INC | 1.1% | $51.2m | 5,693,589 | – | ||
| 31 | DHR DANAHER CORP DEL | Healthcare | 1.1% | $50.4m | 265,800 | – | |
| 32 | CAI CARIS LIFE SCIENCES INC | Healthcare | 1.1% | $50.2m | 2,806,811 | – | |
| 33 | RCEL AVITA MEDICAL INC | 0.9% | $42.5m | 41,044,895 | – | ||
| 34 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.9% | $41.6m | 181,977 | – | |
| 35 | STTK SHATTUCK LABS INC | Healthcare | 0.9% | $40.5m | 6,306,127 | – | |
| 36 | GH GUARDANT HEALTH INC | Healthcare | 0.9% | $40.2m | 435,200 | – | |
| 37 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 0.9% | $39.4m | 119,000 | – | |
| 38 | PRLD PRELUDE THERAPEUTICS INC | 0.8% | $37.3m | 10,909,256 | – | ||
| 39 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 0.8% | $36.3m | 999,000 | – | ||
| 40 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 0.8% | $36.2m | 213,921 | – | |
| 41 | UNIQURE NV | 0.8% | $34.9m | 2,136,149 | – | ||
| 42 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.7% | $34.1m | 2,693,929 | – | |
| 43 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 0.7% | $33.6m | 114,700 | – | |
| 44 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.7% | $32.8m | 4,715,864 | – | |
| 45 | FBRX FORTE BIOSCIENCES INC | 0.7% | $31.0m | 1,196,955 | – | ||
| 46 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.6% | $29.3m | 2,454,400 | – | |
| 47 | ESPERION THERAPEUTICS INC NE | 0.6% | $29.0m | 10,570,300 | – | ||
| 48 | NPCE NEUROPACE INC | 0.6% | $27.6m | 2,096,527 | – | ||
| 49 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.6% | $27.3m | 314,100 | – | |
| 50 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.5% | $22.9m | 46,500 | – |
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.