Filed: 5/15/2026ACC: 0001172661-26-002369
📋 What this filing means
ORBIMED ADVISORS LLC filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $5.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
111
Positions
$5.05B
Total AUM (reported)
538.50M
Total Shares
Allocation by class
COM$3.76B74.5%
SHS NEW$285.90M5.7%
COM NEW$271.79M5.4%
SHS$224.33M4.4%
SPONSORED ADR$141.59M2.8%
ORD$132.18M2.6%
SPONSORED ADS$129.33M2.6%
Portfolio Concentration
Top 3$1.09B21.5%
4–10$1.10B21.9%
11–25$1.19B23.5%
Rest$1.67B33.1%
Top 3 weight
21.5%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 538.50M
Sole
Full voting authority
476.74M
shares
% of voting shares88.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
61.75M
shares
% of voting shares11.5%
Investment Discretion (by position count)
Sole59
Shared0
Other52
Dominant voting typeSole · 88.5% of voting shares
Institutional Holdings111
Rows:
EDGEWISE THERAPEUTICS INC
DFNDShares15.52M
TypeSH
Market value$488.83M
9.69%
Sole
15.25M
Shared
0.00
None
265.63K
ENLIVEN THERAPEUTICS INC
DFNDShares7.96M
TypeSH
Market value$312.01M
6.18%
Sole
7.92M
Shared
0.00
None
41.38K
MDXHEALTH SA
SOLEShares124.31M
TypeSH
Market value$285.90M
5.67%
Sole
124.31M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares236.80K
TypeSH
Market value$217.80M
4.32%
Sole
0.00
Shared
0.00
None
236.80K
SINOVAC BIOTECH LTD
SOLEShares2.72M
TypeSH
Market value$184.47M
3.66%
Sole
0.00
Shared
0.00
None
2.72M
AVITA MEDICAL INC
SOLEShares41.51M
TypeSH
Market value$156.46M
3.10%
Sole
41.51M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.38M
TypeSH
Market value$149.48M
2.96%
Sole
0.00
Shared
0.00
None
2.38M
SIONNA THERAPEUTICS INC
SOLEShares3.53M
TypeSH
Market value$141.55M
2.81%
Sole
3.53M
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares670.20K
TypeSH
Market value$132.18M
2.62%
Sole
0.00
Shared
0.00
None
670.20K
MYRIAD GENETICS INC
SOLEShares125M
TypePRN
Market value$122.88M
2.44%
Sole
125M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares3.64M
TypeSH
Market value$108.59M
2.15%
Sole
3.64M
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC
SOLEShares7.17M
TypeSH
Market value$104.82M
2.08%
Sole
7.17M
Shared
0.00
None
0.00
ARGENX SE
DFNDShares136.90K
TypeSH
Market value$99.97M
1.98%
Sole
27.70K
Shared
0.00
None
109.20K
EDWARDS LIFESCIENCES CORP
SOLEShares1.23M
TypeSH
Market value$98.55M
1.95%
Sole
0.00
Shared
0.00
None
1.23M
INTUITIVE SURGICAL INC
SOLEShares208.70K
TypeSH
Market value$96.21M
1.91%
Sole
0.00
Shared
0.00
None
208.70K
COMPASS THERAPEUTICS INC
SOLEShares15.22M
TypeSH
Market value$80.51M
1.60%
Sole
15.22M
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares663.40K
TypeSH
Market value$79.80M
1.58%
Sole
0.00
Shared
0.00
None
663.40K
STRUCTURE THERAPEUTICS INC
DFNDShares1.48M
TypeSH
Market value$71.11M
1.41%
Sole
351.80K
Shared
0.00
None
1.12M
ARRIVENT BIOPHARMA INC
SOLEShares3.03M
TypeSH
Market value$69.84M
1.38%
Sole
3.03M
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares1.07M
TypeSH
Market value$68.26M
1.35%
Sole
1.07M
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares8.29M
TypeSH
Market value$66.56M
1.32%
Sole
8.29M
Shared
0.00
None
0.00
CG ONCOLOGY INC
DFNDShares948.27K
TypeSH
Market value$64.18M
1.27%
Sole
194K
Shared
0.00
None
754.27K
XENON PHARMACEUTICALS INC
DFNDShares1.06M
TypeSH
Market value$61.64M
1.22%
Sole
266.97K
Shared
0.00
None
793K
STRYKER CORPORATION
SOLEShares182.50K
TypeSH
Market value$59.97M
1.19%
Sole
0.00
Shared
0.00
None
182.50K
BRISTOL-MYERS SQUIBB CO
SOLEShares925K
TypeSH
Market value$56.10M
1.11%
Sole
0.00
Shared
0.00
None
925K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EDGEWISE THERAPEUTICS INCDFND | COM | 15.52M | SH | $488.83M 9.69% | 15.25M | 0.00 | 265.63K |
ENLIVEN THERAPEUTICS INCDFND | COM | 7.96M | SH | $312.01M 6.18% | 7.92M | 0.00 | 41.38K |
MDXHEALTH SASOLE | SHS NEW | 124.31M | SH | $285.90M 5.67% | 124.31M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 236.80K | SH | $217.80M 4.32% | 0.00 | 0.00 | 236.80K |
SINOVAC BIOTECH LTDSOLE | SHS | 2.72M | SH | $184.47M 3.66% | 0.00 | 0.00 | 2.72M |
AVITA MEDICAL INCSOLE | COM | 41.51M | SH | $156.46M 3.10% | 41.51M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.38M | SH | $149.48M 2.96% | 0.00 | 0.00 | 2.38M |
SIONNA THERAPEUTICS INCSOLE | COM | 3.53M | SH | $141.55M 2.81% | 3.53M | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | ORD | 670.20K | SH | $132.18M 2.62% | 0.00 | 0.00 | 670.20K |
MYRIAD GENETICS INCSOLE | COM | 125M | PRN | $122.88M 2.44% | 125M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 3.64M | SH | $108.59M 2.15% | 3.64M | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INCSOLE | COM | 7.17M | SH | $104.82M 2.08% | 7.17M | 0.00 | 0.00 |
ARGENX SEDFND | SPONSORED ADR | 136.90K | SH | $99.97M 1.98% | 27.70K | 0.00 | 109.20K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 1.23M | SH | $98.55M 1.95% | 0.00 | 0.00 | 1.23M |
INTUITIVE SURGICAL INCSOLE | COM NEW | 208.70K | SH | $96.21M 1.91% | 0.00 | 0.00 | 208.70K |
COMPASS THERAPEUTICS INCSOLE | COM | 15.22M | SH | $80.51M 1.60% | 15.22M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 663.40K | SH | $79.80M 1.58% | 0.00 | 0.00 | 663.40K |
STRUCTURE THERAPEUTICS INCDFND | SPONSORED ADS | 1.48M | SH | $71.11M 1.41% | 351.80K | 0.00 | 1.12M |
ARRIVENT BIOPHARMA INCSOLE | COM | 3.03M | SH | $69.84M 1.38% | 3.03M | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 1.07M | SH | $68.26M 1.35% | 1.07M | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 8.29M | SH | $66.56M 1.32% | 8.29M | 0.00 | 0.00 |
CG ONCOLOGY INCDFND | COM | 948.27K | SH | $64.18M 1.27% | 194K | 0.00 | 754.27K |
XENON PHARMACEUTICALS INCDFND | COM | 1.06M | SH | $61.64M 1.22% | 266.97K | 0.00 | 793K |
STRYKER CORPORATIONSOLE | COM | 182.50K | SH | $59.97M 1.19% | 0.00 | 0.00 | 182.50K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 925K | SH | $56.10M 1.11% | 0.00 | 0.00 | 925K |
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