Orbimed Advisors LLC 13F Holdings · Q2 2026
Orbimed Advisors LLC reported 118 securities worth $5.40B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: EWTX (11.68%), ELVN (6.37%), LLY (5.73%). Among its top 25 positions this quarter: 2 new, 10 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EWTX | EDGEWISE THERAPEUTICS INC | $630.5M | 11.68% | 15.5M | Hold |
| 2 | ELVN | ENLIVEN THERAPEUTICS INC | $343.9M | 6.37% | 6.8M | Trimmed |
| 3 | LLY | ELI LILLY & CO | $309.3M | 5.73% | 257,900 | Added |
| 4 | MBX | MBX BIOSCIENCES INC | $189.3M | 3.51% | 3.4M | Trimmed |
| 5 | SVA | SINOVAC BIOTECH LTD | $184.5M | 3.42% | 2.7M | Hold |
| 6 | AZN | ASTRAZENECA PLC | $171.1M | 3.17% | 915,700 | Added |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | $118.6M | 2.20% | 2.2M | Added |
| 8 | SION | SIONNA THERAPEUTICS INC | $112.4M | 2.08% | 2.6M | Trimmed |
| 9 | CRVS | CORVUS PHARMACEUTICALS INC | $107.0M | 1.98% | 7.2M | Hold |
| 10 | AVBP | ARRIVENT BIOPHARMA INC | $105.2M | 1.95% | 3.0M | Hold |
| 11 | ABVX | ABIVAX SA | $99.5M | 1.84% | 746,522 | Added |
| 12 | GH | GUARDANT HEALTH INC | $87.6M | 1.62% | 583,700 | Added |
| 13 | ARGX | ARGENX SE | $86.2M | 1.60% | 92,880 | Trimmed |
| 14 | MRK | MERCK & CO INC | $85.2M | 1.58% | 663,400 | Hold |
| 15 | QURE | UNIQURE NV | $83.3M | 1.54% | 1.8M | Trimmed |
| 16 | PRAX | PRAXIS PRECISION MEDICINES I | $77.0M | 1.43% | 230,100 | Added |
| 17 | EW | EDWARDS LIFESCIENCES CORP | $75.5M | 1.40% | 834,900 | Trimmed |
| 18 | PRLD | PRELUDE THERAPEUTICS INC | $73.2M | 1.36% | 13.7M | Added |
| 19 | DYN | DYNE THERAPEUTICS INC | $71.9M | 1.33% | 3.2M | Added |
| 20 | NTRA | NATERA INC | $71.1M | 1.32% | 262,000 | Hold |
| 21 | UNH | UNITEDHEALTH GROUP INC | $71.1M | 1.32% | 171,100 | New |
| 22 | CGON | CG ONCOLOGY INC | $69.1M | 1.28% | 972,800 | Added |
| 23 | SPRY | ARS PHARMACEUTICALS INC | $66.4M | 1.23% | 8.3M | Hold |
| 24 | ASND | ASCENDIS PHARMA A/S | $65.2M | 1.21% | 244,456 | New |
| 25 | COGT | COGENT BIOSCIENCES INC | $65.1M | 1.21% | 1.7M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR