ORBIMED ADVISORS LLC

PrivateCIK: 1055951
Location

NEW YORK, NY

123
Positions
$5.40B
Total AUM (reported)
209.71M
Total Shares

Allocation by class

TOTAL AUM$5.40B123 positions
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 323.8%4–1018.3%11–2521.3%Rest36.6%TOP 1042.1%0%100%
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

DFND
COM
Shares15.52M
TypeSH
Market value$630.52M
11.68%
Sole
15.25M
Shared
0.00
None
265.63K

ENLIVEN THERAPEUTICS INC

SOLE
COM
Shares6.78M
TypeSH
Market value$343.91M
6.37%
Sole
6.78M
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares257.90K
TypeSH
Market value$309.33M
5.73%
Sole
0.00
Shared
0.00
None
257.90K

MBX BIOSCIENCES INC

SOLE
COM
Shares3.43M
TypeSH
Market value$189.27M
3.51%
Sole
3.43M
Shared
0.00
None
0.00

SINOVAC BIOTECH LTD

SOLE
SHS
Shares2.72M
TypeSH
Market value$184.47M
3.42%
Sole
0.00
Shared
0.00
None
2.72M

ASTRAZENECA PLC

SOLE
ORD
Shares915.70K
TypeSH
Market value$171.08M
3.17%
Sole
0.00
Shared
0.00
None
915.70K

STRUCTURE THERAPEUTICS INC

DFND
SPONSORED ADS
Shares2.21M
TypeSH
Market value$118.58M
2.20%
Sole
501.90K
Shared
0.00
None
1.71M

SIONNA THERAPEUTICS INC

SOLE
COM
Shares2.56M
TypeSH
Market value$112.43M
2.08%
Sole
2.56M
Shared
0.00
None
0.00

CORVUS PHARMACEUTICALS INC

SOLE
COM
Shares7.17M
TypeSH
Market value$107.05M
1.98%
Sole
7.17M
Shared
0.00
None
0.00

ARRIVENT BIOPHARMA INC

SOLE
COM
Shares3.03M
TypeSH
Market value$105.17M
1.95%
Sole
3.03M
Shared
0.00
None
0.00

ABIVAX SA

DFND
SPONSORED ADS
Shares746.52K
TypeSH
Market value$99.48M
1.84%
Sole
264.70K
Shared
0.00
None
481.82K

GUARDANT HEALTH INC

DFND
COM
Shares583.70K
TypeSH
Market value$87.57M
1.62%
Sole
147.60K
Shared
0.00
None
436.10K

ARGENX SE

DFND
SPONSORED ADR
Shares92.88K
TypeSH
Market value$86.17M
1.60%
Sole
23.80K
Shared
0.00
None
69.08K

MERCK & CO INC

SOLE
COM
Shares663.40K
TypeSH
Market value$85.25M
1.58%
Sole
0.00
Shared
0.00
None
663.40K

UNIQURE NV

DFND
SHS
Shares1.81M
TypeSH
Market value$83.25M
1.54%
Sole
481.65K
Shared
0.00
None
1.33M

PRAXIS PRECISION MEDICINES I

DFND
COM NEW
Shares230.10K
TypeSH
Market value$77.04M
1.43%
Sole
54.60K
Shared
0.00
None
175.50K

EDWARDS LIFESCIENCES CORP

SOLE
COM
Shares834.90K
TypeSH
Market value$75.53M
1.40%
Sole
0.00
Shared
0.00
None
834.90K

PRELUDE THERAPEUTICS INC

DFND
COM
Shares13.72M
TypeSH
Market value$73.15M
1.36%
Sole
12.94M
Shared
0.00
None
789.50K

DYNE THERAPEUTICS INC

DFND
COM
Shares3.24M
TypeSH
Market value$71.86M
1.33%
Sole
976.30K
Shared
0.00
None
2.26M

NATERA INC

DFND
COM
Shares262K
TypeSH
Market value$71.12M
1.32%
Sole
41K
Shared
0.00
None
221K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares171.10K
TypeSH
Market value$71.11M
1.32%
Sole
6.60K
Shared
0.00
None
164.50K

CG ONCOLOGY INC

DFND
COM
Shares972.80K
TypeSH
Market value$69.12M
1.28%
Sole
204K
Shared
0.00
None
768.80K

ARS PHARMACEUTICALS INC

SOLE
COM
Shares8.29M
TypeSH
Market value$66.39M
1.23%
Sole
8.29M
Shared
0.00
None
0.00

ASCENDIS PHARMA A/S

DFND
ORD SHS
Shares244.46K
TypeSH
Market value$65.20M
1.21%
Sole
65.44K
Shared
0.00
None
179.02K

HUMANA INC

SOLE
COM
Shares164.10K
TypeSH
Market value$65.18M
1.21%
Sole
0.00
Shared
0.00
None
164.10K
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