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Orbimed Advisors reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 14 August 2026, signed by Geoffrey C. Hsu, Member. Retrieved 14 October 2026.

$5.40B
Reported 13F value
129
Positions
42.1%
In the 10 largest
+7.0%
Value vs. prior quarter

Orbimed Advisors’ reported 13F holdings total $5.40B across 129 positions as of 30 June 2026. The ten largest make up 42.1% of it, and its value rose 7.0% from the prior quarter.

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $5.40B reported here is not the firm's $20.61B in regulatory assets, and it does not represent any individual client's portfolio.

Largest positions

Edgewise Therapeutics Inc.COM$630,516,330
Class
COM
Share
11.7%
Enliven Therapeutics Inc.COM$343,914,074
Class
COM
Share
6.4%
Eli Lilly & COCOM$309,332,997
Class
COM
Share
5.7%
Mbx Biosciences Inc.COM$189,266,227
Class
COM
Share
3.5%
Sinovac Biotech LtdSHS$184,466,170
Class
SHS
Share
3.4%
Astrazeneca PLCORD$171,079,502
Class
ORD
Share
3.2%
Structure Therapeutics Inc.SPONSORED ADS$118,578,498
Class
SPONSORED ADS
Share
2.2%
Sionna Therapeutics Inc.COM$112,433,029
Class
COM
Share
2.1%
Corvus Pharmaceuticals Inc.COM$107,045,190
Class
COM
Share
2.0%
Arrivent Biopharma Inc.COM$105,169,375
Class
COM
Share
1.9%
Guardant Health Inc.COM$87,572,511
Class
COM
Share
1.6%
Argenx SESPONSORED ADR$86,171,278
Class
SPONSORED ADR
Share
1.6%
Merck & CO Inc.COM$85,246,900
Class
COM
Share
1.6%
Uniqure NVSHS$83,252,805
Class
SHS
Share
1.5%
Praxis Precision Medicines ICOM NEW$77,035,179
Class
COM NEW
Share
1.4%
Edwards Lifesciences Corp.COM$75,525,054
Class
COM
Share
1.4%
Prelude Therapeutics Inc.COM$73,151,963
Class
COM
Share
1.4%
Abivax SASPONSORED ADS$72,829,522
Class
SPONSORED ADS
Share
1.3%
Dyne Therapeutics Inc.COM$71,864,542
Class
COM
Share
1.3%
Natera Inc.COM$71,119,900
Class
COM
Share
1.3%
CG Oncology Inc.COM$69,117,440
Class
COM
Share
1.3%
Unitedhealth Group Inc.COM$66,957,993
Class
COM
Share
1.2%
Ars Pharmaceuticals Inc.COM$66,390,965
Class
COM
Share
1.2%
Ascendis Pharma A/sORD SHS$65,201,304
Class
ORD SHS
Share
1.2%
Humana Inc.COM$65,183,802
Class
COM
Share
1.2%
Cogent Biosciences Inc.COM$65,066,310
Class
COM
Share
1.2%
Boston Scientific Corp.COM$63,302,976
Class
COM
Share
1.2%
Intuitive Surgical Inc.COM NEW$62,793,672
Class
COM NEW
Share
1.2%
Mineralys Therapeutics Inc.COM$56,935,894
Class
COM
Share
1.1%
Odyssey Therapeutics Inc.COMMON STOCK$56,152,415
Class
COMMON STOCK
Share
1.0%
Xenon Pharmaceuticals Inc.COM$53,869,550
Class
COM
Share
1.0%
Arcutis Biotherapeutics Inc.COM$53,541,240
Class
COM
Share
1.0%
Bristol-myers Squibb COCOM$53,298,500
Class
COM
Share
1.0%
Q32 Bio Inc.COM$52,590,554
Class
COM
Share
1.0%
Stryker CorporationCOM$50,091,044
Class
COM
Share
0.9%
Caris Life Sciences Inc.COM$50,017,372
Class
COM
Share
0.9%
SPDR Series Trust (put option)ST STR SP BIOT$47,475,000
Class
ST STR SP BIOT
Share
0.9%
Thermo Fisher Scientific Inc.COM$45,473,352
Class
COM
Share
0.8%
Palvella Therapeutics Inc. NECOM$44,678,455
Class
COM
Share
0.8%
Elevance Health Inc. FormerlyCOM$44,357,931
Class
COM
Share
0.8%
Shattuck Labs Inc.COM$43,764,521
Class
COM
Share
0.8%
Upstream Bio Inc.COM$39,399,636
Class
COM
Share
0.7%
Crinetics Pharmaceuticals INCOM$37,382,580
Class
COM
Share
0.7%
Rhythm Pharmaceuticals Inc.COM$35,851,587
Class
COM
Share
0.7%
Syndax Pharmaceuticals Inc.COM$33,708,120
Class
COM
Share
0.6%
Forte Biosciences Inc.COM NEW$33,526,231
Class
COM NEW
Share
0.6%
Compass Therapeutics Inc.COM$33,331,787
Class
COM
Share
0.6%
Nektar TherapeuticsCOM NEW$32,485,804
Class
COM NEW
Share
0.6%
Krystal Biotech Inc.COM$30,922,944
Class
COM
Share
0.6%
Prelude Therapeutics Inc.NON VOTING$30,275,391
Class
NON VOTING
Share
0.6%

The share class is shown on a wider screen.

The 50 largest of 129 positions by value, with holdings of the same security combined. The 129 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1055951
File number
028-06774
Options
6 call, 2 put
In the 25 largest
62.8%
Prior quarter
$5,045,363,608 at 31 March 2026
Positions opened
42
Positions closed
25

Common questions

What are Orbimed Advisors’ 13F holdings worth?

$5,396,779,685 across 129 positions for the quarter ended 30 June 2026.

What is Orbimed Advisors’ largest 13F holding?

EDGEWISE THERAPEUTICS INC (COM) was the largest position at $630,516,330, or 11.7% of reported 13F value, as of 30 June 2026.

How concentrated is Orbimed Advisors’ 13F portfolio?

The ten largest positions accounted for 42.1% of reported value and the twenty-five largest for 62.8%, across 129 positions as of 30 June 2026.

Does Form 13F show everything Orbimed Advisors manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Orbimed Advisors file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Orbimed Advisors profile

Sources

  1. Form 13F-HR, accession 0001172661-26-003740, filed 14 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001172661-26-002369, filed 15 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Orbimed Advisors LLC, and Niva Wealth is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.