Q2 2025 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003514
$4.00B
Reported value
102
Positions
2025-06-30
Period end
The Brief · ORBIMED ADVISORS LLC · Q2 2025
AI · grounded in 13F
ORBIMED ADVISORS LLC established a new position in Sinovac Biotech Ltd SVA valued at $333.9M. The fund also initiated new stakes in Boston Scientific Corp BSX for $302.1M and Eli Lilly & Co LLY for $263.1M. Other new additions include Edgewise Therapeutics Inc EWTX and Enliven Therapeutics Inc ELVN. The fund ended the period with 99 positions and total AUM of $4.0B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $334.0M | 8.34% | 2,718,735 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $302.2M | 7.55% | 2,813,200 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $263.2M | 6.57% | 337,600 | Common | NONE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $203.4M | 5.08% | 15,518,492 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $159.7M | 3.99% | 7,959,538 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $158.1M | 3.95% | 291,000 | Common | NONE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $144.6M | 3.61% | 8,288,510 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $142.1M | 3.55% | 359,200 | Common | NONE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $133.6M | 3.34% | 1,708,000 | Common | NONE |
| 04016X101 | ARGX | ARGENX SE | $114.7M | 2.86% | 208,000 | Common | NONE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $111.5M | 2.78% | 341,900 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $104.9M | 2.62% | 336,300 | Common | NONE |
| 632307104 | NTRA | NATERA INC | $100.3M | 2.50% | 593,434 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $93.6M | 2.34% | 210,287 | Common | NONE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $81.8M | 2.04% | 465,000 | Common | NONE |
| 142152107 | CAI | CARIS LIFE SCIENCES INC | $81.1M | 2.03% | 3,034,858 | Common | NONE |
| 254604101 | IRON | DISC MEDICINE INC | $74.9M | 1.87% | 1,415,020 | Common | SOLE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA INC | $65.9M | 1.65% | 3,027,328 | Common | SOLE |
| 829401108 | SION | SIONNA THERAPEUTICS INC | $64.3M | 1.61% | 3,704,959 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $62.5M | 1.56% | 5,693,589 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $55.1M | 1.38% | 438,540 | Common | NONE |
| 45826H109 | ITGR | INTEGER HLDGS CORP | $53.3M | 1.33% | 433,400 | Common | NONE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $51.5M | 1.29% | 1,812,886 | Common | NONE |
| 156944100 | CGON | CG ONCOLOGY INC | $48.8M | 1.22% | 1,877,850 | Common | NONE |
| 825704109 | SIBN | SI-BONE INC | $48.5M | 1.21% | 2,578,979 | Common | NONE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $45.7M | 1.14% | 4,002,887 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $44.7M | 1.12% | 427,900 | Common | NONE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $39.6M | 0.99% | 15,219,994 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $35.6M | 0.89% | 1,077,000 | Common | NONE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $33.0M | 0.83% | 1,149,000 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $32.3M | 0.81% | 607,316 | Common | NONE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $31.4M | 0.78% | 5,779,071 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $31.3M | 0.78% | 2,779,427 | Common | NONE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $29.7M | 0.74% | 947,877 | Common | NONE |
| 641288105 | NPCE | NEUROPACE INC | $29.1M | 0.73% | 2,614,184 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $28.7M | 0.72% | 7,165,006 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $28.2M | 0.70% | 7,562,971 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $28.0M | 0.70% | 1,210,300 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $25.7M | 0.64% | 1,482,300 | Common | NONE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $24.9M | 0.62% | 1,199,300 | Common | NONE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $23.1M | 0.58% | 6,059,528 | Common | SOLE |
| 23284F105 | CTMX | CYTOMX THERAPEUTICS INC | $19.2M | 0.48% | 8,461,500 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $18.9M | 0.47% | 46,500 | Common | NONE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $18.6M | 0.46% | 557,900 | Common | NONE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $18.1M | 0.45% | 3,308,400 | Common | NONE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $15.8M | 0.40% | 5,907,351 | Common | NONE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $15.7M | 0.39% | 248,512 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $15.6M | 0.39% | 50,000 | CALL | NONE |
| 34962G208 | FBRX | FORTE BIOSCIENCES INC | $15.5M | 0.39% | 1,196,955 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $14.5M | 0.36% | 1,923,855 | Common | NONE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $13.6M | 0.34% | 1,018,734 | Common | SOLE |
| 75382E208 | RAPT | RAPT THERAPEUTICS INC | $13.1M | 0.33% | 1,641,906 | Common | SOLE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $13.1M | 0.33% | 12,048,773 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $13.1M | 0.33% | 2,285,400 | Common | NONE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $12.0M | 0.30% | 2,380,715 | Common | NONE |
| 00288U106 | ABCL | ABCELLERA BIOLOGICS INC | $11.5M | 0.29% | 3,344,568 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $11.3M | 0.28% | 211,300 | Common | NONE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $10.3M | 0.26% | 760,351 | Common | NONE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $9.8M | 0.25% | 1,031,400 | Common | NONE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $9.8M | 0.24% | 6,830,300 | Common | NONE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $9.1M | 0.23% | 899,281 | Common | NONE |
| 14888U101 | CPRX | CATALYST PHARMACEUTICALS INC | $9.0M | 0.23% | 416,900 | Common | NONE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $8.8M | 0.22% | 10,909,256 | Common | SOLE |
| 21833P301 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $8.1M | 0.20% | 1,172,287 | Common | NONE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $8.1M | 0.20% | 231,000 | Common | NONE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $8.0M | 0.20% | 197,900 | Common | NONE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $7.8M | 0.19% | 4,166,000 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $7.7M | 0.19% | 804,603 | Common | NONE |
| 046353108 | AZNN | ASTRAZENECA PLC | $7.0M | 0.17% | 100,000 | CALL | NONE |
| 007002108 | TORCEUR | ADICET BIO INC | $7.0M | 0.17% | 11,447,140 | Common | SOLE |
| 46565G104 | 5E7 | ITEOS THERAPEUTICS INC | $7.0M | 0.17% | 700,000 | Common | NONE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $6.9M | 0.17% | 6,475,291 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $6.6M | 0.16% | 478,400 | Common | NONE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $5.9M | 0.15% | 34,400 | Common | NONE |
| 022307102 | ALMS | ALUMIS INC | $5.8M | 0.14% | 1,926,423 | Common | SOLE |
| 008064206 | JBIO | JADE BIOSCIENCES INC | $5.3M | 0.13% | 531,163 | Common | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $4.8M | 0.12% | 2,133,405 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $4.8M | 0.12% | 967,000 | Common | SOLE |
| 45175G108 | — | IKENA ONCOLOGY INC | $4.7M | 0.12% | 3,539,358 | Common | SOLE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $4.6M | 0.12% | 3,322,488 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $3.9M | 0.10% | 150,000 | CALL | NONE |
| N44445109 | IMTX | IMMATICS N.V | $3.9M | 0.10% | 719,901 | Common | NONE |
| 09077V100 | BIOA | BIOAGE LABS INC | $3.8M | 0.10% | 921,959 | Common | SOLE |
| 746964105 | QTTB | Q32 BIO INC | $3.4M | 0.08% | 2,252,987 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $2.5M | 0.06% | 677,977 | Common | SOLE |
| 702712100 | PASG | PASSAGE BIO INC | $2.4M | 0.06% | 6,055,300 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $2.0M | 0.05% | 313,200 | Common | NONE |
| G63365103 | MURA | MURAL ONCOLOGY PUB LTD CO | $1.5M | 0.04% | 588,800 | Common | NONE |
| 457669307 | INSM | INSMED INC | $1.4M | 0.03% | 13,459 | Common | NONE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $1.3M | 0.03% | 9,200 | Common | NONE |
| 90042W100 | — | TURNSTONE BIOLOGICS CORP | $1.1M | 0.03% | 3,099,265 | Common | SOLE |
| 16385C104 | CMMB | CHEMOMAB THERAPEUTICS LTD | $1.1M | 0.03% | 940,990 | Common | SOLE |
| 68232V884 | TRAW | TRAWS PHARMA INC | $896,186 | 0.02% | 605,531 | Common | SOLE |
| 49372L209 | 2KZ0 | KEZAR LIFE SCIENCES INC | $882,566 | 0.02% | 192,700 | Common | NONE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $865,500 | 0.02% | 50,000 | CALL | NONE |
| 02157Q109 | ANRO | ALTO NEUROSCIENCE INC | $550,000 | 0.01% | 250,000 | Common | NONE |
| 23290B106 | — | DIH HLDG US INC | $468,984 | 0.01% | 1,915,000 | Common | SOLE |
| 55083R203 | LYEL | LYELL IMMUNOPHARMA INC | $457,267 | 0.01% | 51,727 | Common | SOLE |
| 500946108 | KRRO | KORRO BIO INC | $404,676 | 0.01% | 32,400 | Common | NONE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $375,561 | 0.01% | 80,420 | Common | NONE |
| 45782T105 | INMB | INMUNE BIO INC | $115,500 | 0.00% | 50,000 | PUT | NONE |
| G9845F208 | LSBCF | LAKESHORE BIOPHARMA CO LTD | $55,895 | 0.00% | 54,799 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.