Orbimed Advisors LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Orbimed Advisors LLC disclosed 121 US equity positions worth $5.3bn in its Q2 2026 13F filing. The largest position was EWTX at 11.9% of the reported book, followed by ELVN and LLY. Against the Q1 2026 filing, it opened 5 new positions, added to 19 and reduced 12 among the top 50 holdings.
What did Orbimed Advisors LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 11.9% | $630.5m | 15,518,492 | 0% | held |
| 2 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 6.5% | $343.9m | 6,776,632 | -15% | reduced |
| 3 | LLY ELI LILLY & CO | Healthcare | 5.9% | $309.3m | 257,900 | 9% | added |
| 4 | MBX MBX BIOSCIENCES INC | Healthcare | 3.6% | $189.3m | 3,428,736 | -6% | reduced |
| 5 | SVA SINOVAC BIOTECH LTD | 3.5% | $184.5m | 2,718,735 | 0% | held | |
| 6 | AZN ASTRAZENECA PLC | Healthcare | 3.2% | $171.1m | 915,700 | 37% | added |
| 7 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 2.2% | $118.6m | 2,209,400 | 50% | added |
| 8 | SION SIONNA THERAPEUTICS INC | Healthcare | 2.1% | $112.4m | 2,555,877 | -28% | reduced |
| 9 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 2.0% | $107.0m | 7,165,006 | 0% | held |
| 10 | AVBP ARRIVENT BIOPHARMA INC | Healthcare | 2.0% | $105.2m | 3,027,328 | 0% | held |
| 11 | GH GUARDANT HEALTH INC | Healthcare | 1.7% | $87.6m | 583,700 | 34% | added |
| 12 | ARGX ARGENX SE | Healthcare | 1.6% | $86.2m | 92,880 | -32% | reduced |
| 13 | MRK MERCK & CO INC | Healthcare | 1.6% | $85.2m | 663,400 | 0% | held |
| 14 | UNIQURE NV | 1.6% | $83.3m | 1,807,486 | -15% | reduced | |
| 15 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.5% | $77.0m | 230,100 | 33% | added |
| 16 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 1.4% | $75.5m | 834,900 | -32% | reduced |
| 17 | PRLD PRELUDE THERAPEUTICS INC | 1.4% | $73.2m | 13,724,571 | 26% | added | |
| 18 | ABVX ABIVAX SA | Healthcare | 1.4% | $72.8m | 546,522 | 17% | added |
| 19 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.4% | $71.9m | 3,235,684 | 11% | added |
| 20 | NTRA NATERA INC | Healthcare | 1.3% | $71.1m | 262,000 | 0% | held |
| 21 | CGON CG ONCOLOGY INC | Healthcare | 1.3% | $69.1m | 972,800 | 3% | added |
| 22 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.3% | $67.0m | 161,100 | – | new |
| 23 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 1.3% | $66.4m | 8,288,510 | 0% | held |
| 24 | ASND ASCENDIS PHARMA A/S | Healthcare | 1.2% | $65.2m | 244,456 | – | new |
| 25 | HUM HUMANA INC | Healthcare | 1.2% | $65.2m | 164,100 | – | new |
| 26 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.2% | $65.1m | 1,681,300 | 422% | added |
| 27 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.2% | $63.3m | 1,483,200 | -38% | reduced |
| 28 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.2% | $62.8m | 157,900 | -24% | reduced |
| 29 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.1% | $56.9m | 2,110,300 | 3% | added |
| 30 | ODYSSEY THERAPEUTICS INC | 1.1% | $56.2m | 3,001,198 | – | new | |
| 31 | XENE XENON PHARMACEUTICALS INC | Healthcare | 1.0% | $53.9m | 892,471 | -16% | reduced |
| 32 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 1.0% | $53.5m | 2,042,000 | – | new |
| 33 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 1.0% | $53.3m | 925,000 | 0% | held |
| 34 | QTTB Q32 BIO INC | 1.0% | $52.6m | 4,127,987 | 83% | added | |
| 35 | SYK STRYKER CORPORATION | Healthcare | 0.9% | $50.1m | 159,100 | -13% | reduced |
| 36 | CAI CARIS LIFE SCIENCES INC | Healthcare | 0.9% | $50.0m | 2,806,811 | 0% | held |
| 37 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.9% | $45.5m | 90,700 | 95% | added |
| 38 | PVLA PALVELLA THERAPEUTICS INC NE | Healthcare | 0.8% | $44.7m | 292,360 | 117% | added |
| 39 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 0.8% | $44.4m | 114,700 | 0% | held |
| 40 | STTK SHATTUCK LABS INC | Healthcare | 0.8% | $43.8m | 6,306,127 | 0% | held |
| 41 | UPB UPSTREAM BIO INC | 0.7% | $39.4m | 5,693,589 | 0% | held | |
| 42 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 0.7% | $37.4m | 999,000 | 0% | held | |
| 43 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.7% | $35.9m | 322,900 | 3% | added |
| 44 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 0.6% | $33.7m | 1,542,000 | 60% | added |
| 45 | FBRX FORTE BIOSCIENCES INC | 0.6% | $33.5m | 1,577,705 | 32% | added | |
| 46 | CMPX COMPASS THERAPEUTICS INC | 0.6% | $33.3m | 15,219,994 | 0% | held | |
| 47 | NKTR NEKTAR THERAPEUTICS | Healthcare | 0.6% | $32.5m | 465,346 | 69% | added |
| 48 | KRYS KRYSTAL BIOTECH INC | Healthcare | 0.6% | $30.9m | 83,200 | 20% | added |
| 49 | PRELUDE THERAPEUTICS INC | 0.6% | $30.3m | 5,680,186 | -9% | reduced | |
| 50 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 0.5% | $28.8m | 117,578 | -45% | reduced |
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.