Filed: 8/14/2026ACC: 0001172661-26-003740
📋 What this filing means
ORBIMED ADVISORS LLC filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $5.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$5.40B
Total AUM (reported)
209.71M
Total Shares
Allocation by class
COM$4.00B74.1%
COM NEW$319.36M5.9%
SHS$267.72M5.0%
SPONSORED ADS$222.61M4.1%
ORD$171.08M3.2%
SPONSORED ADR$86.17M1.6%
COM SHS$68.65M1.3%
Portfolio Concentration
Top 3$1.28B23.8%
4–10$988.04M18.3%
11–25$1.15B21.3%
Rest$1.98B36.6%
Top 3 weight
23.8%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 209.71M
Sole
Full voting authority
152.38M
shares
% of voting shares72.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
57.33M
shares
% of voting shares27.3%
Investment Discretion (by position count)
Sole63
Shared0
Other60
Dominant voting typeSole · 72.7% of voting shares
Institutional Holdings123
Rows:
EDGEWISE THERAPEUTICS INC
DFNDShares15.52M
TypeSH
Market value$630.52M
11.68%
Sole
15.25M
Shared
0.00
None
265.63K
ENLIVEN THERAPEUTICS INC
SOLEShares6.78M
TypeSH
Market value$343.91M
6.37%
Sole
6.78M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares257.90K
TypeSH
Market value$309.33M
5.73%
Sole
0.00
Shared
0.00
None
257.90K
MBX BIOSCIENCES INC
SOLEShares3.43M
TypeSH
Market value$189.27M
3.51%
Sole
3.43M
Shared
0.00
None
0.00
SINOVAC BIOTECH LTD
SOLEShares2.72M
TypeSH
Market value$184.47M
3.42%
Sole
0.00
Shared
0.00
None
2.72M
ASTRAZENECA PLC
SOLEShares915.70K
TypeSH
Market value$171.08M
3.17%
Sole
0.00
Shared
0.00
None
915.70K
STRUCTURE THERAPEUTICS INC
DFNDShares2.21M
TypeSH
Market value$118.58M
2.20%
Sole
501.90K
Shared
0.00
None
1.71M
SIONNA THERAPEUTICS INC
SOLEShares2.56M
TypeSH
Market value$112.43M
2.08%
Sole
2.56M
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC
SOLEShares7.17M
TypeSH
Market value$107.05M
1.98%
Sole
7.17M
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares3.03M
TypeSH
Market value$105.17M
1.95%
Sole
3.03M
Shared
0.00
None
0.00
ABIVAX SA
DFNDShares746.52K
TypeSH
Market value$99.48M
1.84%
Sole
264.70K
Shared
0.00
None
481.82K
GUARDANT HEALTH INC
DFNDShares583.70K
TypeSH
Market value$87.57M
1.62%
Sole
147.60K
Shared
0.00
None
436.10K
ARGENX SE
DFNDShares92.88K
TypeSH
Market value$86.17M
1.60%
Sole
23.80K
Shared
0.00
None
69.08K
MERCK & CO INC
SOLEShares663.40K
TypeSH
Market value$85.25M
1.58%
Sole
0.00
Shared
0.00
None
663.40K
UNIQURE NV
DFNDShares1.81M
TypeSH
Market value$83.25M
1.54%
Sole
481.65K
Shared
0.00
None
1.33M
PRAXIS PRECISION MEDICINES I
DFNDShares230.10K
TypeSH
Market value$77.04M
1.43%
Sole
54.60K
Shared
0.00
None
175.50K
EDWARDS LIFESCIENCES CORP
SOLEShares834.90K
TypeSH
Market value$75.53M
1.40%
Sole
0.00
Shared
0.00
None
834.90K
PRELUDE THERAPEUTICS INC
DFNDShares13.72M
TypeSH
Market value$73.15M
1.36%
Sole
12.94M
Shared
0.00
None
789.50K
DYNE THERAPEUTICS INC
DFNDShares3.24M
TypeSH
Market value$71.86M
1.33%
Sole
976.30K
Shared
0.00
None
2.26M
NATERA INC
DFNDShares262K
TypeSH
Market value$71.12M
1.32%
Sole
41K
Shared
0.00
None
221K
UNITEDHEALTH GROUP INC
SOLEShares171.10K
TypeSH
Market value$71.11M
1.32%
Sole
6.60K
Shared
0.00
None
164.50K
CG ONCOLOGY INC
DFNDShares972.80K
TypeSH
Market value$69.12M
1.28%
Sole
204K
Shared
0.00
None
768.80K
ARS PHARMACEUTICALS INC
SOLEShares8.29M
TypeSH
Market value$66.39M
1.23%
Sole
8.29M
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
DFNDShares244.46K
TypeSH
Market value$65.20M
1.21%
Sole
65.44K
Shared
0.00
None
179.02K
HUMANA INC
SOLEShares164.10K
TypeSH
Market value$65.18M
1.21%
Sole
0.00
Shared
0.00
None
164.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EDGEWISE THERAPEUTICS INCDFND | COM | 15.52M | SH | $630.52M 11.68% | 15.25M | 0.00 | 265.63K |
ENLIVEN THERAPEUTICS INCSOLE | COM | 6.78M | SH | $343.91M 6.37% | 6.78M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 257.90K | SH | $309.33M 5.73% | 0.00 | 0.00 | 257.90K |
MBX BIOSCIENCES INCSOLE | COM | 3.43M | SH | $189.27M 3.51% | 3.43M | 0.00 | 0.00 |
SINOVAC BIOTECH LTDSOLE | SHS | 2.72M | SH | $184.47M 3.42% | 0.00 | 0.00 | 2.72M |
ASTRAZENECA PLCSOLE | ORD | 915.70K | SH | $171.08M 3.17% | 0.00 | 0.00 | 915.70K |
STRUCTURE THERAPEUTICS INCDFND | SPONSORED ADS | 2.21M | SH | $118.58M 2.20% | 501.90K | 0.00 | 1.71M |
SIONNA THERAPEUTICS INCSOLE | COM | 2.56M | SH | $112.43M 2.08% | 2.56M | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INCSOLE | COM | 7.17M | SH | $107.05M 1.98% | 7.17M | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 3.03M | SH | $105.17M 1.95% | 3.03M | 0.00 | 0.00 |
ABIVAX SADFND | SPONSORED ADS | 746.52K | SH | $99.48M 1.84% | 264.70K | 0.00 | 481.82K |
GUARDANT HEALTH INCDFND | COM | 583.70K | SH | $87.57M 1.62% | 147.60K | 0.00 | 436.10K |
ARGENX SEDFND | SPONSORED ADR | 92.88K | SH | $86.17M 1.60% | 23.80K | 0.00 | 69.08K |
MERCK & CO INCSOLE | COM | 663.40K | SH | $85.25M 1.58% | 0.00 | 0.00 | 663.40K |
UNIQURE NVDFND | SHS | 1.81M | SH | $83.25M 1.54% | 481.65K | 0.00 | 1.33M |
PRAXIS PRECISION MEDICINES IDFND | COM NEW | 230.10K | SH | $77.04M 1.43% | 54.60K | 0.00 | 175.50K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 834.90K | SH | $75.53M 1.40% | 0.00 | 0.00 | 834.90K |
PRELUDE THERAPEUTICS INCDFND | COM | 13.72M | SH | $73.15M 1.36% | 12.94M | 0.00 | 789.50K |
DYNE THERAPEUTICS INCDFND | COM | 3.24M | SH | $71.86M 1.33% | 976.30K | 0.00 | 2.26M |
NATERA INCDFND | COM | 262K | SH | $71.12M 1.32% | 41K | 0.00 | 221K |
UNITEDHEALTH GROUP INCSOLE | COM | 171.10K | SH | $71.11M 1.32% | 6.60K | 0.00 | 164.50K |
CG ONCOLOGY INCDFND | COM | 972.80K | SH | $69.12M 1.28% | 204K | 0.00 | 768.80K |
ARS PHARMACEUTICALS INCSOLE | COM | 8.29M | SH | $66.39M 1.23% | 8.29M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SDFND | ORD SHS | 244.46K | SH | $65.20M 1.21% | 65.44K | 0.00 | 179.02K |
HUMANA INCSOLE | COM | 164.10K | SH | $65.18M 1.21% | 0.00 | 0.00 | 164.10K |
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