Filed: 8/14/2025ACC: 0001172661-25-003514
📋 What this filing means
ORBIMED ADVISORS LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $4.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$4.00B
Total AUM (reported)
248.18M
Total Shares
Allocation by class
COM$3.11B77.6%
SHS$385.03M9.6%
COM NEW$324.62M8.1%
SPONSORED ADR$127.58M3.2%
SPONSORED ADS$25.97M0.6%
NONVOTING$13.13M0.3%
COM STK$9.77M0.2%
Portfolio Concentration
Top 3$899.33M22.5%
4–10$1.06B26.5%
11–25$1.11B27.8%
Rest$930.94M23.2%
Top 3 weight
22.5%
Top 10 weight
49.0%
Voting Authority Distribution
Total shares with voting rights: 248.18M
Sole
Full voting authority
195.79M
shares
% of voting shares78.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
52.40M
shares
% of voting shares21.1%
Investment Discretion (by position count)
Sole54
Shared0
Other45
Dominant voting typeSole · 78.9% of voting shares
Institutional Holdings99
Rows:
SINOVAC BIOTECH LTD
SOLEShares2.72M
TypeSH
Market value$334.00M
8.34%
Sole
0.00
Shared
0.00
None
2.72M
BOSTON SCIENTIFIC CORP
SOLEShares2.81M
TypeSH
Market value$302.17M
7.55%
Sole
0.00
Shared
0.00
None
2.81M
ELI LILLY & CO
SOLEShares337.60K
TypeSH
Market value$263.17M
6.57%
Sole
0.00
Shared
0.00
None
337.60K
EDGEWISE THERAPEUTICS INC
DFNDShares15.52M
TypeSH
Market value$203.45M
5.08%
Sole
15.25M
Shared
0.00
None
265.63K
ENLIVEN THERAPEUTICS INC
DFNDShares7.96M
TypeSH
Market value$159.67M
3.99%
Sole
7.92M
Shared
0.00
None
41.38K
INTUITIVE SURGICAL INC
SOLEShares291K
TypeSH
Market value$158.13M
3.95%
Sole
0.00
Shared
0.00
None
291K
ARS PHARMACEUTICALS INC
SOLEShares8.29M
TypeSH
Market value$144.63M
3.61%
Sole
8.29M
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares359.20K
TypeSH
Market value$142.11M
3.55%
Sole
0.00
Shared
0.00
None
359.20K
EDWARDS LIFESCIENCES CORP
SOLEShares1.71M
TypeSH
Market value$133.58M
3.34%
Sole
0.00
Shared
0.00
None
1.71M
UNITEDHEALTH GROUP INC
SOLEShares386.30K
TypeSH
Market value$120.51M
3.01%
Sole
23K
Shared
0.00
None
363.30K
ARGENX SE
DFNDShares208K
TypeSH
Market value$114.65M
2.86%
Sole
30.20K
Shared
0.00
None
177.80K
ALNYLAM PHARMACEUTICALS INC
DFNDShares341.90K
TypeSH
Market value$111.49M
2.78%
Sole
58K
Shared
0.00
None
283.90K
NATERA INC
DFNDShares593.43K
TypeSH
Market value$100.25M
2.50%
Sole
56K
Shared
0.00
None
537.43K
VERTEX PHARMACEUTICALS INC
SOLEShares210.29K
TypeSH
Market value$93.62M
2.34%
Sole
0.00
Shared
0.00
None
210.29K
TENET HEALTHCARE CORP
SOLEShares465K
TypeSH
Market value$81.84M
2.04%
Sole
0.00
Shared
0.00
None
465K
CARIS LIFE SCIENCES INC
DFNDShares3.03M
TypeSH
Market value$81.09M
2.03%
Sole
226.45K
Shared
0.00
None
2.81M
DISC MEDICINE INC
SOLEShares1.42M
TypeSH
Market value$74.94M
1.87%
Sole
1.42M
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares3.03M
TypeSH
Market value$65.90M
1.65%
Sole
3.03M
Shared
0.00
None
0.00
SIONNA THERAPEUTICS INC
SOLEShares3.70M
TypeSH
Market value$64.28M
1.61%
Sole
3.70M
Shared
0.00
None
0.00
UPSTREAM BIO INC
SOLEShares5.69M
TypeSH
Market value$62.52M
1.56%
Sole
5.69M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
DFNDShares438.54K
TypeSH
Market value$55.12M
1.38%
Sole
55.90K
Shared
0.00
None
382.64K
INTEGER HLDGS CORP
SOLEShares433.40K
TypeSH
Market value$53.30M
1.33%
Sole
0.00
Shared
0.00
None
433.40K
CG ONCOLOGY INC
DFNDShares2.03M
TypeSH
Market value$52.72M
1.32%
Sole
362.40K
Shared
0.00
None
1.67M
AVIDITY BIOSCIENCES INC
DFNDShares1.81M
TypeSH
Market value$51.49M
1.29%
Sole
309.23K
Shared
0.00
None
1.50M
SI-BONE INC
DFNDShares2.58M
TypeSH
Market value$48.54M
1.21%
Sole
394.78K
Shared
0.00
None
2.18M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SINOVAC BIOTECH LTDSOLE | SHS | 2.72M | SH | $334.00M 8.34% | 0.00 | 0.00 | 2.72M |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.81M | SH | $302.17M 7.55% | 0.00 | 0.00 | 2.81M |
ELI LILLY & COSOLE | COM | 337.60K | SH | $263.17M 6.57% | 0.00 | 0.00 | 337.60K |
EDGEWISE THERAPEUTICS INCDFND | COM | 15.52M | SH | $203.45M 5.08% | 15.25M | 0.00 | 265.63K |
ENLIVEN THERAPEUTICS INCDFND | COM | 7.96M | SH | $159.67M 3.99% | 7.92M | 0.00 | 41.38K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 291K | SH | $158.13M 3.95% | 0.00 | 0.00 | 291K |
ARS PHARMACEUTICALS INCSOLE | COM | 8.29M | SH | $144.63M 3.61% | 8.29M | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 359.20K | SH | $142.11M 3.55% | 0.00 | 0.00 | 359.20K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 1.71M | SH | $133.58M 3.34% | 0.00 | 0.00 | 1.71M |
UNITEDHEALTH GROUP INCSOLE | COM | 386.30K | SH | $120.51M 3.01% | 23K | 0.00 | 363.30K |
ARGENX SEDFND | SPONSORED ADR | 208K | SH | $114.65M 2.86% | 30.20K | 0.00 | 177.80K |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 341.90K | SH | $111.49M 2.78% | 58K | 0.00 | 283.90K |
NATERA INCDFND | COM | 593.43K | SH | $100.25M 2.50% | 56K | 0.00 | 537.43K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 210.29K | SH | $93.62M 2.34% | 0.00 | 0.00 | 210.29K |
TENET HEALTHCARE CORPSOLE | COM NEW | 465K | SH | $81.84M 2.04% | 0.00 | 0.00 | 465K |
CARIS LIFE SCIENCES INCDFND | COM | 3.03M | SH | $81.09M 2.03% | 226.45K | 0.00 | 2.81M |
DISC MEDICINE INCSOLE | COM | 1.42M | SH | $74.94M 1.87% | 1.42M | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 3.03M | SH | $65.90M 1.65% | 3.03M | 0.00 | 0.00 |
SIONNA THERAPEUTICS INCSOLE | COM | 3.70M | SH | $64.28M 1.61% | 3.70M | 0.00 | 0.00 |
UPSTREAM BIO INCSOLE | COM | 5.69M | SH | $62.52M 1.56% | 5.69M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCDFND | COM | 438.54K | SH | $55.12M 1.38% | 55.90K | 0.00 | 382.64K |
INTEGER HLDGS CORPSOLE | COM | 433.40K | SH | $53.30M 1.33% | 0.00 | 0.00 | 433.40K |
CG ONCOLOGY INCDFND | COM | 2.03M | SH | $52.72M 1.32% | 362.40K | 0.00 | 1.67M |
AVIDITY BIOSCIENCES INCDFND | COM | 1.81M | SH | $51.49M 1.29% | 309.23K | 0.00 | 1.50M |
SI-BONE INCDFND | COM | 2.58M | SH | $48.54M 1.21% | 394.78K | 0.00 | 2.18M |
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