Orbimed Advisors Llc Portfolio Stock Holdings
Orbimed Advisors Llc disclosed 107 stock positions valued at approximately $4.6 billion in its latest SEC 13F filing. The largest holdings include EDGEWISE THERAPEUTICS INC, ENLIVEN THERAPEUTICS INC, and ELI LILLY & CO. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 107
- Portfolio Value
- $4.6B
Holdings by Sector
Orbimed Advisors Llc Portfolio Holdings in Q1 2026
80 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 10.66% | 15,518,492 | - | - | $488,832,498 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 6.80% | 7,959,538 | - | - | $312,013,890 |
| ELI LILLY & CO | LLY | Healthcare | 4.75% | 236,800 | -64,400 | -21.38% | $217,801,536 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 3.26% | 2,382,100 | -37,200 | -1.54% | $149,476,775 |
| SIONNA THERAPEUTICS INC | SION | Other | 3.09% | 3,530,702 | -30,953 | -0.87% | $141,545,843 |
| MYRIAD GENETICS INC | MYGN | Healthcare | 2.68% | 125,000,000 | +125,000,000 | +100.00% | $122,875,000 |
| CORVUS PHARMACEUTICALS INC | CRVS | Healthcare | 2.29% | 7,165,006 | - | - | $104,824,038 |
| ARGENX SE | ARGX | Healthcare | 2.18% | 136,900 | -9,100 | -6.23% | $99,971,225 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 2.15% | 1,230,600 | -612,300 | -33.22% | $98,546,448 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.10% | 208,700 | -54,700 | -20.77% | $96,208,613 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 1.76% | 15,219,994 | - | - | $80,513,768 |
| MERCK & CO INC | MRK | Healthcare | 1.74% | 663,400 | +663,400 | +100.00% | $79,800,386 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 1.55% | 1,475,403 | +313,600 | +26.99% | $71,114,425 |
| ARRIVENT BIOPHARMA INC | AVBP | Healthcare | 1.52% | 3,027,328 | - | - | $69,840,457 |
| DISC MEDICINE INC | IRON | Healthcare | 1.49% | 1,067,550 | - | - | $68,259,147 |
| ARS PHARMACEUTICALS INC | SPRY | Healthcare | 1.45% | 8,288,510 | - | - | $66,556,735 |
| CG ONCOLOGY INC | CGON | Healthcare | 1.40% | 948,267 | -568,283 | -37.47% | $64,178,711 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 1.34% | 1,059,971 | +612,771 | +137.02% | $61,637,314 |
| STRYKER CORPORATION | SYK | Healthcare | 1.31% | 182,500 | -142,500 | -43.85% | $59,967,675 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 1.22% | 925,000 | +150,000 | +19.35% | $56,101,250 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 1.21% | 2,052,900 | +1,072,500 | +109.39% | $55,613,061 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 1.21% | 172,500 | +78,000 | +82.54% | $55,577,775 |
| PFIZER INC | PFE | Healthcare | 1.19% | 1,946,500 | +293,600 | +17.76% | $54,657,720 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 1.15% | 2,917,884 | +715,700 | +32.50% | $52,901,237 |
| NATERA INC | NTRA | Healthcare | 1.14% | 262,000 | -103,800 | -28.38% | $52,397,380 |
| ABIVAX SA | ABVX | Healthcare | 1.13% | 465,700 | +97,800 | +26.58% | $51,855,695 |
| DANAHER CORP DEL | DHR | Healthcare | 1.10% | 265,800 | -34,000 | -11.34% | $50,395,680 |
| AVITA MEDICAL INC | RCEL | Healthcare | 0.93% | 41,044,895 | +41,044,895 | +100.00% | $42,516,112 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 0.91% | 181,977 | +10,000 | +5.81% | $41,623,599 |
| SHATTUCK LABS INC | STTK | Healthcare | 0.88% | 6,306,127 | - | - | $40,548,397 |
| GUARDANT HEALTH INC | GH | Healthcare | 0.88% | 435,200 | +435,200 | +100.00% | $40,199,424 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 0.86% | 119,000 | -169,800 | -58.80% | $39,373,530 |
| PRELUDE THERAPEUTICS INC | PRLD | Healthcare | 0.81% | 10,909,256 | - | - | $37,309,656 |
| CRINETICS PHARMACEUTICALS IN | CRNX | Healthcare | 0.79% | 999,000 | - | - | $36,283,680 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 0.79% | 213,921 | -39,200 | -15.49% | $36,156,927 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 0.74% | 2,693,929 | -947,827 | -26.03% | $34,132,080 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.73% | 114,700 | +15,600 | +15.74% | $33,578,425 |
| RELMADA THERAPEUTICS INC | RLMD | Healthcare | 0.72% | 4,715,864 | +2,105,264 | +80.64% | $32,822,413 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 0.64% | 2,454,400 | -736,300 | -23.08% | $29,280,992 |
| ESPERION THERAPEUTICS INC NE | ESPR | Healthcare | 0.63% | 10,570,300 | +4,604,802 | +77.19% | $28,962,622 |
| NEUROPACE INC | NPCE | Healthcare | 0.60% | 2,096,527 | -309,808 | -12.87% | $27,569,330 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 0.60% | 314,100 | +74,300 | +30.98% | $27,317,277 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.50% | 46,500 | - | - | $22,856,145 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 0.49% | 962,300 | +962,300 | +100.00% | $22,479,328 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 0.46% | 497,800 | +9,300 | +1.90% | $21,211,258 |
| LEXEO THERAPEUTICS INC | LXEO | Healthcare | 0.45% | 3,602,450 | +1,477,450 | +69.53% | $20,678,063 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 0.39% | 69,100 | -50,700 | -42.32% | $17,849,912 |
| CORBUS PHARMACEUTICALS HLDGS | CRBP | Healthcare | 0.36% | 1,737,287 | +140,000 | +8.76% | $16,313,125 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 0.32% | 369,596 | +16,096 | +4.55% | $14,868,847 |
| Q32 BIO INC | QTTB | Healthcare | 0.32% | 2,252,987 | - | - | $14,464,177 |
| WHITEHAWK THERAPEUTICS INC | AADI | Healthcare | 0.31% | 4,166,000 | - | - | $14,372,700 |
| AMGEN INC | AMGN | Healthcare | 0.31% | 39,900 | +39,900 | +100.00% | $14,038,815 |
| ALIGNMENT HEALTHCARE INC | ALHC | Healthcare | 0.30% | 791,000 | +791,000 | +100.00% | $13,937,420 |
| EYEPOINT INC | EYPT | Healthcare | 0.30% | 1,069,147 | -1,399,167 | -56.69% | $13,781,305 |
| JANUX THERAPEUTICS INC | JANX | Healthcare | 0.30% | 983,600 | -970,826 | -49.67% | $13,672,040 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 0.30% | 1,425,200 | -316,600 | -18.18% | $13,567,904 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 0.27% | 322,100 | -48,900 | -13.18% | $12,397,629 |
| ALUMIS INC | ALMS | Healthcare | 0.26% | 548,163 | -554,567 | -50.29% | $12,076,031 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.25% | 14,700 | +14,700 | +100.00% | $11,357,808 |
| BIOGEN INC | BIIB | Healthcare | 0.25% | 61,600 | +61,600 | +100.00% | $11,293,128 |
| KEROS THERAPEUTICS INC | KROS | Healthcare | 0.18% | 759,155 | -45,057 | -5.60% | $8,381,071 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.18% | 59,600 | +59,600 | +100.00% | $8,306,452 |
| HERON THERAPEUTICS INC | HRTX | Healthcare | 0.17% | 9,816,940 | +9,816,940 | +100.00% | $7,854,534 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.15% | 475,165 | -712,135 | -59.98% | $7,094,213 |
| TECTONIC THERAPEUTIC INC | TECX | Healthcare | 0.15% | 226,600 | -348,000 | -60.56% | $7,004,206 |
| COMPASS PATHWAYS PLC | CMPS | Healthcare | 0.14% | 1,150,646 | +1,150,646 | +100.00% | $6,363,072 |
| PHARVARIS N V | PHVS | Other | 0.13% | 205,400 | - | - | $5,802,550 |
| ALX ONCOLOGY HLDGS INC | ALXO | Healthcare | 0.13% | 2,866,256 | +2,866,256 | +100.00% | $5,746,843 |
| ARTIVION INC | AORT | Healthcare | 0.12% | 151,000 | +151,000 | +100.00% | $5,529,620 |
| INSPIREMD INC | NSPR | Healthcare | 0.11% | 3,133,405 | - | - | $5,107,450 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 0.11% | 52,000 | +26,100 | +100.77% | $5,057,000 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 0.10% | 42,100 | +20,400 | +94.01% | $4,437,340 |
| ALTO NEUROSCIENCE INC | ANRO | Healthcare | 0.08% | 167,500 | +42,500 | +34.00% | $3,765,400 |
| SAVARA INC | SVRA | Healthcare | 0.08% | 635,000 | +635,000 | +100.00% | $3,467,100 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 0.08% | 243,006 | -27,000 | -10.00% | $3,453,115 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 0.07% | 49,100 | +25,900 | +111.64% | $3,345,183 |
| LIFESTANCE HEALTH GROUP INC | LFST | Healthcare | 0.07% | 500,000 | +500,000 | +100.00% | $3,185,000 |
| C4 THERAPEUTICS INC | CCCC | Healthcare | 0.05% | 856,353 | -548,549 | -39.05% | $2,252,208 |
| KALVISTA PHARMACEUTICALS INC | KALV | Healthcare | 0.04% | 94,400 | -288,000 | -75.31% | $1,900,272 |
| VISTAGEN THERAPEUTICS INC | VTGN | Healthcare | 0.04% | 3,060,000 | - | - | $1,748,790 |
Orbimed Advisors Llc Options Holdings in Q1 2026