Filed: 5/15/2025ACC: 0001172661-25-002355
📋 What this filing means
ORBIMED ADVISORS LLC filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $4.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$4.19B
Total AUM (reported)
355.32M
Total Shares
Allocation by class
COM$3.30B78.8%
SHS$362.57M8.6%
COM NEW$342.87M8.2%
SPONSORED ADR$122.34M2.9%
SPONSORED ADS$15.78M0.4%
NONVOTING$12.51M0.3%
CL A$12.00M0.3%
Portfolio Concentration
Top 3$948.27M22.6%
4–10$1.06B25.2%
11–25$1.14B27.3%
Rest$1.05B24.9%
Top 3 weight
22.6%
Top 10 weight
47.8%
Voting Authority Distribution
Total shares with voting rights: 355.32M
Sole
Full voting authority
295.95M
shares
% of voting shares83.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
59.37M
shares
% of voting shares16.7%
Investment Discretion (by position count)
Sole63
Shared0
Other44
Dominant voting typeSole · 83.3% of voting shares
Institutional Holdings107
Rows:
SINOVAC BIOTECH LTD
SOLEShares2.72M
TypeSH
Market value$334.00M
7.96%
Sole
0.00
Shared
0.00
None
2.72M
EDGEWISE THERAPEUTICS INC
DFNDShares15.02M
TypeSH
Market value$330.48M
7.88%
Sole
14.76M
Shared
0.00
None
265.63K
BOSTON SCIENTIFIC CORP
SOLEShares2.81M
TypeSH
Market value$283.80M
6.77%
Sole
0.00
Shared
0.00
None
2.81M
ELI LILLY & CO
SOLEShares337.60K
TypeSH
Market value$278.83M
6.65%
Sole
0.00
Shared
0.00
None
337.60K
ENLIVEN THERAPEUTICS INC
DFNDShares7.96M
TypeSH
Market value$156.64M
3.73%
Sole
7.92M
Shared
0.00
None
41.38K
INTUITIVE SURGICAL INC
SOLEShares291K
TypeSH
Market value$144.12M
3.44%
Sole
0.00
Shared
0.00
None
291K
STRYKER CORPORATION
SOLEShares359.20K
TypeSH
Market value$133.71M
3.19%
Sole
0.00
Shared
0.00
None
359.20K
ARGENX SE
DFNDShares206.70K
TypeSH
Market value$122.34M
2.92%
Sole
30.20K
Shared
0.00
None
176.50K
EDWARDS LIFESCIENCES CORP
SOLEShares1.53M
TypeSH
Market value$111.04M
2.65%
Sole
0.00
Shared
0.00
None
1.53M
PFIZER INC
SOLEShares4.35M
TypeSH
Market value$110.23M
2.63%
Sole
231.40K
Shared
0.00
None
4.12M
UNITEDHEALTH GROUP INC
SOLEShares201.20K
TypeSH
Market value$105.38M
2.51%
Sole
0.00
Shared
0.00
None
201.20K
ARS PHARMACEUTICALS INC
SOLEShares8.29M
TypeSH
Market value$104.27M
2.49%
Sole
8.29M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
DFNDShares934.64K
TypeSH
Market value$103.37M
2.46%
Sole
111.80K
Shared
0.00
None
822.84K
ALNYLAM PHARMACEUTICALS INC
DFNDShares346.10K
TypeSH
Market value$93.45M
2.23%
Sole
58K
Shared
0.00
None
288.10K
INTEGER HLDGS CORP
SOLEShares662.50K
TypeSH
Market value$78.18M
1.86%
Sole
0.00
Shared
0.00
None
662.50K
VERTEX PHARMACEUTICALS INC
SOLEShares159.90K
TypeSH
Market value$77.52M
1.85%
Sole
0.00
Shared
0.00
None
159.90K
NATERA INC
DFNDShares547K
TypeSH
Market value$77.35M
1.84%
Sole
56K
Shared
0.00
None
491K
IONIS PHARMACEUTICALS INC
DFNDShares2.54M
TypeSH
Market value$76.64M
1.83%
Sole
383K
Shared
0.00
None
2.16M
DISC MEDICINE INC
SOLEShares1.42M
TypeSH
Market value$70.24M
1.67%
Sole
1.42M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares129K
TypeSH
Market value$64.19M
1.53%
Sole
0.00
Shared
0.00
None
129K
TENET HEALTHCARE CORP
SOLEShares465K
TypeSH
Market value$62.54M
1.49%
Sole
0.00
Shared
0.00
None
465K
CYTOKINETICS INC
DFNDShares1.51M
TypeSH
Market value$60.65M
1.45%
Sole
161.91K
Shared
0.00
None
1.35M
CG ONCOLOGY INC
DFNDShares2.47M
TypeSH
Market value$60.54M
1.44%
Sole
393.40K
Shared
0.00
None
2.08M
ARRIVENT BIOPHARMA INC
SOLEShares3.03M
TypeSH
Market value$55.98M
1.33%
Sole
3.03M
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
DFNDShares1.81M
TypeSH
Market value$53.52M
1.28%
Sole
309.23K
Shared
0.00
None
1.50M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SINOVAC BIOTECH LTDSOLE | SHS | 2.72M | SH | $334.00M 7.96% | 0.00 | 0.00 | 2.72M |
EDGEWISE THERAPEUTICS INCDFND | COM | 15.02M | SH | $330.48M 7.88% | 14.76M | 0.00 | 265.63K |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.81M | SH | $283.80M 6.77% | 0.00 | 0.00 | 2.81M |
ELI LILLY & COSOLE | COM | 337.60K | SH | $278.83M 6.65% | 0.00 | 0.00 | 337.60K |
ENLIVEN THERAPEUTICS INCDFND | COM | 7.96M | SH | $156.64M 3.73% | 7.92M | 0.00 | 41.38K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 291K | SH | $144.12M 3.44% | 0.00 | 0.00 | 291K |
STRYKER CORPORATIONSOLE | COM | 359.20K | SH | $133.71M 3.19% | 0.00 | 0.00 | 359.20K |
ARGENX SEDFND | SPONSORED ADR | 206.70K | SH | $122.34M 2.92% | 30.20K | 0.00 | 176.50K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 1.53M | SH | $111.04M 2.65% | 0.00 | 0.00 | 1.53M |
PFIZER INCSOLE | COM | 4.35M | SH | $110.23M 2.63% | 231.40K | 0.00 | 4.12M |
UNITEDHEALTH GROUP INCSOLE | COM | 201.20K | SH | $105.38M 2.51% | 0.00 | 0.00 | 201.20K |
ARS PHARMACEUTICALS INCSOLE | COM | 8.29M | SH | $104.27M 2.49% | 8.29M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCDFND | COM | 934.64K | SH | $103.37M 2.46% | 111.80K | 0.00 | 822.84K |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 346.10K | SH | $93.45M 2.23% | 58K | 0.00 | 288.10K |
INTEGER HLDGS CORPSOLE | COM | 662.50K | SH | $78.18M 1.86% | 0.00 | 0.00 | 662.50K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 159.90K | SH | $77.52M 1.85% | 0.00 | 0.00 | 159.90K |
NATERA INCDFND | COM | 547K | SH | $77.35M 1.84% | 56K | 0.00 | 491K |
IONIS PHARMACEUTICALS INCDFND | COM | 2.54M | SH | $76.64M 1.83% | 383K | 0.00 | 2.16M |
DISC MEDICINE INCSOLE | COM | 1.42M | SH | $70.24M 1.67% | 1.42M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 129K | SH | $64.19M 1.53% | 0.00 | 0.00 | 129K |
TENET HEALTHCARE CORPSOLE | COM NEW | 465K | SH | $62.54M 1.49% | 0.00 | 0.00 | 465K |
CYTOKINETICS INCDFND | COM NEW | 1.51M | SH | $60.65M 1.45% | 161.91K | 0.00 | 1.35M |
CG ONCOLOGY INCDFND | COM | 2.47M | SH | $60.54M 1.44% | 393.40K | 0.00 | 2.08M |
ARRIVENT BIOPHARMA INCSOLE | COM | 3.03M | SH | $55.98M 1.33% | 3.03M | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCDFND | COM | 1.81M | SH | $53.52M 1.28% | 309.23K | 0.00 | 1.50M |
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