ORBIMED ADVISORS LLC
CIK 1055951
13F filing for Q2 2026・No. 865
- Holdings
- US$5.4B
- Quarter change
- +US$351.42M
- Entries
- 129
- Net bought (estimate)
- +US$163.55M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 32
- Sold out 20
- Cut 27
- Added 31
- Corporate actions 0
- Unchanged 27
Largest holdings
117 stocks worth US$5.27B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| EDGEWISE THERAPEUTICS INCCOM | Unchanged | 15,518,492 | US$630.52M | 11.97% |
| ELVNENLIVEN THERAPEUTICS INCCOM | Cut | 6,776,632 | US$343.91M | 6.53% |
| LLYELI LILLY & COCOM | Added | 257,900 | US$309.33M | 5.87% |
| MBX BIOSCIENCES INCCOM | Cut | 3,428,736 | US$189.27M | 3.59% |
| SINOVAC BIOTECH LTDSHS | Unchanged | 2,718,735 | US$184.47M | 3.50% |
| AZNASTRAZENECA PLCORD | Added | 915,700 | US$171.08M | 3.25% |
| STRUCTURE THERAPEUTICS INCSPONSORED ADS | Added | 2,209,400 | US$118.58M | 2.25% |
| SIONNA THERAPEUTICS INCCOM | Cut | 2,555,877 | US$112.43M | 2.13% |
| CORVUS PHARMACEUTICALS INCCOM | Unchanged | 7,165,006 | US$107.05M | 2.03% |
| AVBPARRIVENT BIOPHARMA INCCOM | Unchanged | 3,027,328 | US$105.17M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.