Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001055951

ORBIMED ADVISORS LLC

New York, NY · File #028-06774

Latest AUM
$4.90B
Positions
108
Top-10 Concentration
46.5%
Filings
12

Sector Allocation

Healthcare
87.0%$4.26B

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1EDGEWISE THERAPEUTICS INCEWTX15,518,492$385.1M9.05%
2ELI LILLY & COLLY301,200$323.7M7.61%
3BOSTON SCIENTIFIC CORPBSX2,419,300$230.7M5.42%
4SINOVAC BIOTECH LTDSVA2,718,735$184.5M4.34%
5EDWARDS LIFESCIENCES CORPEW1,842,900$157.1M3.69%
6UPSTREAM BIO INCUPB5,693,589$154.6M3.63%
7INTUITIVE SURGICAL INCISRG263,400$149.2M3.51%
8SIONNA THERAPEUTICS INCSION3,561,655$146.5M3.44%
9MBX BIOSCIENCES INCMBX3,935,203$124.1M2.92%
10ARGENX SEARGX146,000$122.8M2.89%
11ENLIVEN THERAPEUTICS INCELVN7,959,538$122.6M2.88%
12ALNYLAM PHARMACEUTICALS INCALNY288,800$114.8M2.70%
13STRYKER CORPORATIONSYK325,000$114.2M2.69%
14ARS PHARMACEUTICALS INCSPRY8,288,510$96.6M2.27%
15TERNS PHARMACEUTICALS INCTERN2,153,300$87.0M2.05%
16DISC MEDICINE INCIRON1,067,550$84.8M1.99%
17CARIS LIFE SCIENCES INCCAI3,116,011$84.1M1.98%
18NATERA INCNTRA365,800$83.8M1.97%
19COMPASS THERAPEUTICS INCCMPX15,219,994$81.7M1.92%
20STRUCTURE THERAPEUTICS INCGPCR1,161,803$80.8M1.90%