OA
ORBIMED ADVISORS LLC
ORBIMED ADVISORS LLC · Investor
1Y performance ⓘ
+29%
AUM (13F)
$5.0B
# of Holdings
105
3Y performance ⓘ
+30%
vs S&P 500 ⓘ
−42%
Updated
Mar 31
ORBIMED ADVISORS LLC's ORBIMED ADVISORS LLC holds 105 U.S.-equity positions worth $5.0B (SEC 13F, Q1 2026). Top positions: Edgewise Therapeutics, Inc. Common Stock 9.7%, Enliven Therapeutics, Inc. Common Stock 6.2%, MDxHealth SA Ordinary Shares 5.7%. 13F-replication return is +30% over 3 years (-42 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| EWTX Edgewise Therapeutics, Inc. Common Stock | 9.7% | 15.5M | $489M | — | $6.67 | $36.50 (+447%) | 2026-03-31 |
| ELVN Enliven Therapeutics, Inc. Common Stock | 6.2% | 8.0M | $312M | — | $21.90 | $45.96 (+110%) | 2026-03-31 |
| MDXH MDxHealth SA Ordinary Shares | 5.7% | 124.3M | $286M | NEW (+124.3M) | $2.30 | $0.50 (−78%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 4.3% | 237K | $218M | ▼ 21% (−64K) | $343.42 | $1,102.08 (+221%) | 2026-03-31 |
| RCEL Avita Medical Inc | 3.9% | 82.0M | $197M | NEW (+82.0M) | $2.40 | $4.03 (+68%) | 2026-03-31 |
| SVA Sinovac Biotech, Ltd | 3.7% | 2.7M | $184M | — | $125.06 | — (−46%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 3.0% | 2.4M | $149M | ▼ 1.5% (−37K) | $50.03 | $44.33 (−11%) | 2026-03-31 |
| SION Sionna Therapeutics, Inc. Common Stock | 2.8% | 3.5M | $142M | ▼ 0.9% (−31K) | $10.46 | $38.83 (+271%) | 2026-03-31 |
| AZN AstraZeneca PLC | 2.6% | 670K | $132M | NEW (+670K) | $197.22 | $176.43 (−11%) | 2026-03-31 |
| MYGN Myriad Genetics Inc | 2.4% | 125.0M | $123M | NEW (+125.0M) | $0.98 | $4.50 (+358%) | 2026-03-31 |
| MBX MBX Biosciences, Inc. Common Stock | 2.1% | 3.6M | $109M | ▼ 7.6% (−297K) | $25.98 | $43.91 (+69%) | 2026-03-31 |
| CRVS Corvus Pharmaceuticals, Inc. | 2.1% | 7.2M | $105M | — | $0.91 | $12.56 (+1280%) | 2026-03-31 |
| ARGX Argenx Se | 2.0% | 137K | $100M | ▼ 6.2% (−9K) | $372.58 | $903.75 (+143%) | 2026-03-31 |
| EW Edwards Lifesciences Corp | 1.9% | 1.2M | $99M | ▼ 38% (−762K) | $82.73 | $85.88 (+4%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 1.9% | 209K | $96M | ▼ 21% (−55K) | $255.47 | $402.95 (+58%) | 2026-03-31 |
| CMPX Compass Therapeutics, Inc. Common Stock | 1.6% | 15.2M | $81M | — | $3.27 | $2.10 (−36%) | 2026-03-31 |
| MRK Merck & Co., Inc. | 1.6% | 663K | $80M | NEW (+663K) | $102.95 | $115.48 (+12%) | 2026-03-31 |
| GPCR Structure Therapeutics Inc | 1.4% | 1.5M | $71M | ▲ 27% (+314K) | $39.27 | $45.51 (+16%) | 2026-03-31 |
| AVBP ArriVent BioPharma, Inc. Common Stock | 1.4% | 3.0M | $70M | — | $17.86 | $32.70 (+83%) | 2026-03-31 |
| IRON Disc Medicine, Inc. Common Stock | 1.4% | 1.1M | $68M | — | $21.19 | $70.80 (+234%) | 2026-03-31 |
| SPRY ARS Pharmaceuticals, Inc. Common Stock | 1.3% | 8.3M | $67M | — | $6.51 | $9.98 (+53%) | 2026-03-31 |
| CGON CG Oncology, Inc. Common stock | 1.3% | 948K | $64M | ▼ 37% (−568K) | $37.73 | $66.25 (+76%) | 2026-03-31 |
| XENE Xenon Pharmaceuticals Inc | 1.2% | 1.1M | $62M | ▲ 137% (+613K) | $35.79 | $54.79 (+53%) | 2026-03-31 |
| SYK Stryker Corporation | 1.2% | 182K | $60M | ▼ 44% (−142K) | $285.47 | $304.69 (+7%) | 2026-03-31 |
| BMY Bristol-Myers Squibb Co. | 1.1% | 925K | $56M | ▲ 19% (+150K) | $69.31 | $54.70 (−21%) | 2026-03-31 |
| MLYS Mineralys Therapeutics, Inc. Common Stock | 1.1% | 2.1M | $56M | ▲ 109% (+1.1M) | $12.91 | $25.37 (+97%) | 2026-03-31 |
| PRAX Praxis Precision Medicines, Inc. Common Stock | 1.1% | 172K | $56M | ▲ 83% (+78K) | $61.02 | $303.39 (+397%) | 2026-03-31 |
| PFE Pfizer Inc. | 1.1% | 1.9M | $55M | ▲ 18% (+294K) | $28.79 | $25.08 (−13%) | 2026-03-31 |
| DYN Dyne Therapeutics, Inc. Common Stock | 1.1% | 2.9M | $53M | ▲ 32% (+716K) | $28.39 | $20.87 (−26%) | 2026-03-31 |
| NTRA Natera, Inc. Common Stock | 1.0% | 262K | $52M | ▼ 28% (−104K) | $55.52 | $228.80 (+312%) | 2026-03-31 |
| ABVX Abivax Sa | 1.0% | 466K | $52M | ▲ 27% (+98K) | $84.90 | $101.66 (+20%) | 2026-03-31 |
| UPB Upstream Bio, Inc. Common Stock | 1.0% | 5.7M | $51M | — | $16.44 | $6.30 (−62%) | 2026-03-31 |
| DHR Danaher Corporation | 1.0% | 266K | $50M | ▼ 11% (−34K) | $198.26 | $178.19 (−10%) | 2026-03-31 |
| CAI Caris Life Sciences, Inc. Common Stock | 1.0% | 2.8M | $50M | ▼ 9.9% (−309K) | $26.72 | $17.31 (−35%) | 2026-03-31 |
| STTK Shattuck Labs, Inc. Common Stock | 0.8% | 6.3M | $41M | — | $2.39 | $5.24 (+119%) | 2026-03-31 |
| GH Guardant Health, Inc. Common Stock | 0.8% | 435K | $40M | NEW (+435K) | $92.37 | $128.83 (+39%) | 2026-03-31 |
| ALNY Alnylam Pharmaceuticals, Inc. | 0.8% | 119K | $39M | ▼ 59% (−170K) | $191.41 | $286.41 (+50%) | 2026-03-31 |
| PRLD Prelude Therapeutics Incorporated | 0.7% | 10.9M | $37M | — | $5.70 | $4.32 (−24%) | 2026-03-31 |
| CRNX Crinetics Pharmaceuticals, Inc. | 0.7% | 999K | $36M | — | $16.06 | $35.38 (+120%) | 2026-03-31 |
| AXSM Axsome Therapeutics, Inc | 0.7% | 214K | $36M | ▼ 15% (−39K) | $116.63 | $247.85 (+113%) | 2026-03-31 |
| QURE uniQure N.V. | 0.7% | 2.1M | $35M | ▲ 190% (+1.4M) | $20.14 | $44.39 (+120%) | 2026-03-31 |
| ORIC Oric Pharmaceuticals, Inc. Common Stock | 0.7% | 2.7M | $34M | ▼ 26% (−948K) | $5.70 | $8.93 (+57%) | 2026-03-31 |
| ELV Elevance Health, Inc. | 0.7% | 115K | $34M | ▲ 16% (+16K) | $471.56 | $394.82 (−16%) | 2026-03-31 |
| RLMD Relmada Therapeutics, Inc. Common Stock | 0.7% | 4.7M | $33M | ▲ 81% (+2.1M) | $4.83 | $6.89 (+43%) | 2026-03-31 |
| FBRX Forte Biosciences, Inc. Common Stock | 0.6% | 1.2M | $31M | — | $22.71 | $18.28 (−20%) | 2026-03-31 |
| TRVI Trevi Therapeutics, Inc. Common Stock | 0.6% | 2.5M | $29M | ▼ 23% (−736K) | $6.29 | $17.71 (+182%) | 2026-03-31 |
| ESPR Esperion Therapeutics, Inc. | 0.6% | 10.6M | $29M | ▲ 77% (+4.6M) | $2.68 | $3.16 (+18%) | 2026-03-31 |
| NPCE Neuropace, Inc. Common Stock | 0.6% | 2.1M | $28M | ▼ 13% (−310K) | $4.64 | $15.37 (+231%) | 2026-03-31 |
| RYTM Rhythm Pharmaceuticals, Inc. Common Stock | 0.5% | 314K | $27M | ▲ 31% (+74K) | $22.93 | $101.39 (+342%) | 2026-03-31 |
| PVLA Palvella Therapeutics, Inc. Common Stock | 0.5% | 185K | $23M | NEW (+185K) | $124.65 | $118.84 (−5%) | 2026-03-31 |
Showing top 50 of 105 holdings by value.
FAQ ▾
What are ORBIMED ADVISORS LLC's largest holdings?
As of the latest 13F: Edgewise Therapeutics, Inc. Common Stock 9.7%, Enliven Therapeutics, Inc. Common Stock 6.2%, MDxHealth SA Ordinary Shares 5.7%, Eli Lilly & Co. 4.3%, Avita Medical Inc 3.9%.
How big is ORBIMED ADVISORS LLC's 13F portfolio?
$5.0B across 105 disclosed U.S.-equity positions.
What is ORBIMED ADVISORS LLC's 3-year performance?
+30% (13F-replication, price return), -42 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.