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ORBIMED ADVISORS LLC
hedge fundUpdated 28 days agoManaged by Orbimed Advisors Llc • Latest filing Q2 2026
Portfolio value
$5.4B
Q2 2026
Filings
17
Quarterly 13F history
Top-10 concentration
97.8%
Weight of largest holdings
Annualized return
-0.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 17 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2022 | $5.5B |
| Q3 2022 | $5.4B |
| Q4 2022 | $5.2B |
| Q1 2023 | $5.1B |
| Q2 2023 | $5.5B |
| Q3 2023 | $4.7B |
| Q4 2023 | $5B |
| Q1 2024 | $5.5B |
| Q2 2024 | $5.1B |
| Q3 2024 | $5.5B |
| Q4 2024 | $4.9B |
| Q1 2025 | $4.2B |
| Q2 2025 | $4B |
| Q3 2025 | $4.3B |
| Q4 2025 | $4.9B |
| Q1 2026 | $5B |
| Q2 2026 | $5.4B |
Top holdings
129 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E EWTX EDGEWISE THERAPEUTICS INC | $630.5M | 15.52M | 11.68% | Unchanged |
| 2 | E ELVN ENLIVEN THERAPEUTICS INC | $343.9M | 6.78M | 6.37% | Trimmed(-14.9%) |
| 3 | L LLY ELI LILLY & CO | $309.3M | 257.9K | 5.73% | Added(+8.9%) |
| 4 | M MBX MBX BIOSCIENCES INC | $189.3M | 3.43M | 3.51% | Trimmed(-5.8%) |
| 5 | S SVA SINOVAC BIOTECH LTD | $184.5M | 2.72M | 3.42% | Unchanged |
| 6 | A AZN ASTRAZENECA PLC | $171.1M | 915.7K | 3.17% | Added(+36.6%) |
| 7 | G GPCR STRUCTURE THERAPEUTICS INC | $118.6M | 2.21M | 2.20% | Added(+49.8%) |
| 8 | S SION SIONNA THERAPEUTICS INC | $112.4M | 2.56M | 2.08% | Trimmed(-27.6%) |
| 9 | C CRVS CORVUS PHARMACEUTICALS INC | $107M | 7.17M | 1.98% | Unchanged |
| 10 | ? N/A ARRIVENT BIOPHARMA INC | $105.2M | 3.03M | 1.95% | Unchanged |
| 11 | G GH GUARDANT HEALTH INC | $87.6M | 583.7K | 1.62% | Added(+34.1%) |
| 12 | A ARGX ARGENX SE | $86.2M | 92.9K | 1.60% | Trimmed(-32.1%) |
| 13 | M MRK MERCK & CO INC | $85.2M | 663.4K | 1.58% | Unchanged |
| 14 | Q QURE UNIQURE NV | $83.3M | 1.81M | 1.54% | Trimmed(-15.4%) |
| 15 | P PRAX PRAXIS PRECISION MEDICINES I | $77M | 230.1K | 1.43% | Added(+33.4%) |
| 16 | E EW EDWARDS LIFESCIENCES CORP | $75.5M | 834.9K | 1.40% | Trimmed(-32.2%) |
| 17 | P PRLD PRELUDE THERAPEUTICS INC | $73.2M | 13.72M | 1.36% | Added(+25.8%) |
| 18 | A AAVXF ABIVAX SA | $72.8M | 546.5K | 1.35% | Added(+17.4%) |
| 19 | D DYN DYNE THERAPEUTICS INC | $71.9M | 3.24M | 1.33% | Added(+10.9%) |
| 20 | N NTRA NATERA INC | $71.1M | 262.0K | 1.32% | Unchanged |