13F HOLDINGS REPORT
ORBIMED ADVISORS LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003514
Total Value
$4.00B
Positions
103
Other Managers
1
Confidential Omitted
No
Holdings (103)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SINOVAC BIOTECH LTD | SVA | 2,718,735 | $334.0M | 8.34% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 2,813,200 | $302.2M | 7.55% |
| 3 | ELI LILLY & CO | LLY | 337,600 | $263.2M | 6.57% |
| 4 | EDGEWISE THERAPEUTICS INC | EWTX | 15,518,492 | $203.4M | 5.08% |
| 5 | ENLIVEN THERAPEUTICS INC | ELVN | 7,959,538 | $159.7M | 3.99% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 291,000 | $158.1M | 3.95% |
| 7 | ARS PHARMACEUTICALS INC | SPRY | 8,288,510 | $144.6M | 3.61% |
| 8 | STRYKER CORPORATION | SYK | 359,200 | $142.1M | 3.55% |
| 9 | EDWARDS LIFESCIENCES CORP | EW | 1,708,000 | $133.6M | 3.34% |
| 10 | ARGENX SE | ARGX | 208,000 | $114.7M | 2.86% |
| 11 | ALNYLAM PHARMACEUTICALS INC | ALNY | 341,900 | $111.5M | 2.78% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 336,300 | $104.9M | 2.62% |
| 13 | NATERA INC | NTRA | 593,434 | $100.3M | 2.50% |
| 14 | VERTEX PHARMACEUTICALS INC | VRTX | 210,287 | $93.6M | 2.34% |
| 15 | TENET HEALTHCARE CORP | THC | 465,000 | $81.8M | 2.04% |
| 16 | CARIS LIFE SCIENCES INC | CAI | 3,034,858 | $81.1M | 2.03% |
| 17 | DISC MEDICINE INC | IRON | 1,415,020 | $74.9M | 1.87% |
| 18 | ARRIVENT BIOPHARMA INC | AVBP | 3,027,328 | $65.9M | 1.65% |
| 19 | SIONNA THERAPEUTICS INC | SION | 3,704,959 | $64.3M | 1.61% |
| 20 | UPSTREAM BIO INC | UPB | 5,693,589 | $62.5M | 1.56% |
| 21 | NEUROCRINE BIOSCIENCES INC | NBIX | 438,540 | $55.1M | 1.38% |
| 22 | INTEGER HLDGS CORP | ITGR | 433,400 | $53.3M | 1.33% |
| 23 | AVIDITY BIOSCIENCES INC | 05370A108 | 1,812,886 | $51.5M | 1.29% |
| 24 | CG ONCOLOGY INC | CGON | 1,877,850 | $48.8M | 1.22% |
| 25 | SI-BONE INC | SIBN | 2,578,979 | $48.5M | 1.21% |
| 26 | MBX BIOSCIENCES INC | MBX | 4,002,887 | $45.7M | 1.14% |
| 27 | AXSOME THERAPEUTICS INC | AXSM | 427,900 | $44.7M | 1.12% |
| 28 | COMPASS THERAPEUTICS INC | CMPX | 15,219,994 | $39.6M | 0.99% |
| 29 | CYTOKINETICS INC | CYTK | 1,077,000 | $35.6M | 0.89% |
| 30 | CRINETICS PHARMACEUTICALS IN | CRNX | 1,149,000 | $33.0M | 0.83% |
| 31 | EXACT SCIENCES CORP | 30063P105 | 607,316 | $32.3M | 0.81% |
| 32 | THIRD HARMONIC BIO INC | 88427A107 | 5,779,071 | $31.4M | 0.78% |
| 33 | ROIVANT SCIENCES LTD | ROIV | 2,779,427 | $31.3M | 0.78% |
| 34 | XENON PHARMACEUTICALS INC | XENE | 947,877 | $29.7M | 0.74% |
| 35 | NEUROPACE INC | NPCE | 2,614,184 | $29.1M | 0.73% |
| 36 | CORVUS PHARMACEUTICALS INC | CRVS | 7,165,006 | $28.7M | 0.72% |
| 37 | TERNS PHARMACEUTICALS INC | TERN | 7,562,971 | $28.2M | 0.70% |
| 38 | JANUX THERAPEUTICS INC | JANX | 1,210,300 | $28.0M | 0.70% |
| 39 | APELLIS PHARMACEUTICALS INC | APLS | 1,482,300 | $25.7M | 0.64% |
| 40 | STRUCTURE THERAPEUTICS INC | GPCR | 1,199,300 | $24.9M | 0.62% |
| 41 | SCPHARMACEUTICALS INC | 810648105 | 6,059,528 | $23.1M | 0.58% |
| 42 | CYTOMX THERAPEUTICS INC | CTMX | 8,461,500 | $19.2M | 0.48% |
| 43 | THERMO FISHER SCIENTIFIC INC | TMO | 46,500 | $18.9M | 0.47% |
| 44 | AGIOS PHARMACEUTICALS INC | AGIO | 557,900 | $18.6M | 0.46% |
| 45 | TREVI THERAPEUTICS INC | TRVI | 3,308,400 | $18.1M | 0.45% |
| 46 | ADC THERAPEUTICS SA | ADCT | 5,907,351 | $15.8M | 0.40% |
| 47 | RHYTHM PHARMACEUTICALS INC | RYTM | 248,512 | $15.7M | 0.39% |
| 48 | UNITEDHEALTH GROUP INC | UNH | 50,000 | $15.6M | 0.39% |
| 49 | FORTE BIOSCIENCES INC | FBRX | 1,196,955 | $15.5M | 0.39% |
| 50 | CULLINAN THERAPEUTICS INC | CGEM | 1,923,855 | $14.5M | 0.36% |
| 51 | KEROS THERAPEUTICS INC | KROS | 1,018,734 | $13.6M | 0.34% |
| 52 | RAPT THERAPEUTICS INC | 75382E208 | 1,641,906 | $13.1M | 0.33% |
| 53 | AMICUS THERAPEUTICS INC | FOLD | 2,285,400 | $13.1M | 0.33% |
| 54 | VIR BIOTECHNOLOGY INC | VIR | 2,380,715 | $12.0M | 0.30% |
| 55 | ABCELLERA BIOLOGICS INC | ABCL | 3,344,568 | $11.5M | 0.29% |
| 56 | AKERO THERAPEUTICS INC | 00973Y108 | 211,300 | $11.3M | 0.28% |
| 57 | MINERALYS THERAPEUTICS INC | MLYS | 760,351 | $10.3M | 0.26% |
| 58 | DYNE THERAPEUTICS INC | DYN | 1,031,400 | $9.8M | 0.25% |
| 59 | C4 THERAPEUTICS INC | CCCC | 6,830,300 | $9.8M | 0.24% |
| 60 | ORIC PHARMACEUTICALS INC | ORIC | 899,281 | $9.1M | 0.23% |
| 61 | CATALYST PHARMACEUTICALS INC | CPRX | 416,900 | $9.0M | 0.23% |
| 62 | PRELUDE THERAPEUTICS INC | PRLD | 10,909,256 | $8.8M | 0.22% |
| 63 | IKENA ONCOLOGY INC | 000000000 | 6,368,587 | $8.5M | 0.21% |
| 64 | CORBUS PHARMACEUTICALS HLDGS | CRBP | 1,172,287 | $8.1M | 0.20% |
| 65 | ZAI LAB LTD | ZLAB | 231,000 | $8.1M | 0.20% |
| 66 | TARSUS PHARMACEUTICALS INC | TARS | 197,900 | $8.0M | 0.20% |
| 67 | WHITEHAWK THERAPEUTICS INC | WHWK | 4,166,000 | $7.8M | 0.19% |
| 68 | TYRA BIOSCIENCES INC | TYRA | 804,603 | $7.7M | 0.19% |
| 69 | ASTRAZENECA PLC | AZN | 100,000 | $7.0M | 0.17% |
| 70 | ADICET BIO INC | ACET | 11,447,140 | $7.0M | 0.17% |
| 71 | ITEOS THERAPEUTICS INC | 46565G104 | 700,000 | $7.0M | 0.17% |
| 72 | PMV PHARMACEUTICALS INC | PMVP | 6,475,291 | $6.9M | 0.17% |
| 73 | UROGEN PHARMA LTD | URGN | 478,400 | $6.6M | 0.16% |
| 74 | ASCENDIS PHARMA A/S | ASND | 34,400 | $5.9M | 0.15% |
| 75 | ALUMIS INC | ALMS | 1,926,423 | $5.8M | 0.14% |
| 76 | JADE BIOSCIENCES INC | JBIO | 531,163 | $5.3M | 0.13% |
| 77 | INSPIREMD INC | NSPR | 2,133,405 | $4.8M | 0.12% |
| 78 | AVALO THERAPEUTICS INC | AVTX | 967,000 | $4.8M | 0.12% |
| 79 | IKENA ONCOLOGY INC | 45175G108 | 3,539,358 | $4.7M | 0.12% |
| 80 | REPARE THERAPEUTICS INC | 760273102 | 3,322,488 | $4.6M | 0.12% |
| 81 | PRELUDE THERAPEUTICS INC | 000000000 | 5,680,186 | $4.6M | 0.11% |
| 82 | CG ONCOLOGY INC | CGON | 150,000 | $3.9M | 0.10% |
| 83 | IMMATICS N.V | IMTX | 719,901 | $3.9M | 0.10% |
| 84 | BIOAGE LABS INC | BIOA | 921,959 | $3.8M | 0.10% |
| 85 | Q32 BIO INC | QTTB | 2,252,987 | $3.4M | 0.08% |
| 86 | ENGENE HOLDINGS INC | ENGNW | 677,977 | $2.5M | 0.06% |
| 87 | PASSAGE BIO INC | PASG | 6,055,300 | $2.4M | 0.06% |
| 88 | AMYLYX PHARMACEUTICALS INC | AMLX | 313,200 | $2.0M | 0.05% |
| 89 | MURAL ONCOLOGY PUB LTD CO | G63365103 | 588,800 | $1.5M | 0.04% |
| 90 | INSMED INC | INSM | 13,459 | $1.4M | 0.03% |
| 91 | KRYSTAL BIOTECH INC | KRYS | 9,200 | $1.3M | 0.03% |
| 92 | TURNSTONE BIOLOGICS CORP | 90042W100 | 3,099,265 | $1.1M | 0.03% |
| 93 | CHEMOMAB THERAPEUTICS LTD | CMMB | 940,990 | $1.1M | 0.03% |
| 94 | TRAWS PHARMA INC | TRAW | 605,531 | $896,186 | 0.02% |
| 95 | KEZAR LIFE SCIENCES INC | KZR | 192,700 | $882,566 | 0.02% |
| 96 | APELLIS PHARMACEUTICALS INC | APLS | 50,000 | $865,500 | 0.02% |
| 97 | ALTO NEUROSCIENCE INC | ANRO | 250,000 | $550,000 | 0.01% |
| 98 | DIH HLDG US INC | 23290B106 | 1,915,000 | $468,984 | 0.01% |
| 99 | LYELL IMMUNOPHARMA INC | LYEL | 51,727 | $457,267 | 0.01% |
| 100 | KORRO BIO INC | KRRO | 32,400 | $404,676 | 0.01% |
| 101 | XERIS BIOPHARMA HOLDINGS INC | XERS | 80,420 | $375,561 | 0.01% |
| 102 | INMUNE BIO INC | INMB | 50,000 | $115,500 | 0.00% |
| 103 | LAKESHORE BIOPHARMA CO LTD | LSBWF | 54,799 | $55,895 | 0.00% |