Orbimed Advisors LLC 13F 持仓 · 2026年Q2
Orbimed Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 118 只证券，申报市值合计 53.97 亿美元。前几大持仓：EWTX（11.68%）、ELVN（6.37%）、LLY（5.73%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EWTX | EDGEWISE THERAPEUTICS INC | $630.5M | 11.68% | 15.5M | 持平 |
| 2 | ELVN | ENLIVEN THERAPEUTICS INC | $343.9M | 6.37% | 6.8M | 减持 |
| 3 | LLY | ELI LILLY & CO | $309.3M | 5.73% | 257,900 | 增持 |
| 4 | MBX | MBX BIOSCIENCES INC | $189.3M | 3.51% | 3.4M | 减持 |
| 5 | SVA | SINOVAC BIOTECH LTD | $184.5M | 3.42% | 2.7M | 持平 |
| 6 | AZN | ASTRAZENECA PLC | $171.1M | 3.17% | 915,700 | 增持 |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | $118.6M | 2.20% | 2.2M | 增持 |
| 8 | SION | SIONNA THERAPEUTICS INC | $112.4M | 2.08% | 2.6M | 减持 |
| 9 | CRVS | CORVUS PHARMACEUTICALS INC | $107.0M | 1.98% | 7.2M | 持平 |
| 10 | AVBP | ARRIVENT BIOPHARMA INC | $105.2M | 1.95% | 3.0M | 持平 |
| 11 | ABVX | ABIVAX SA | $99.5M | 1.84% | 746,522 | 增持 |
| 12 | GH | GUARDANT HEALTH INC | $87.6M | 1.62% | 583,700 | 增持 |
| 13 | ARGX | ARGENX SE | $86.2M | 1.60% | 92,880 | 减持 |
| 14 | MRK | MERCK & CO INC | $85.2M | 1.58% | 663,400 | 持平 |
| 15 | QURE | UNIQURE NV | $83.3M | 1.54% | 1.8M | 减持 |
| 16 | PRAX | PRAXIS PRECISION MEDICINES I | $77.0M | 1.43% | 230,100 | 增持 |
| 17 | EW | EDWARDS LIFESCIENCES CORP | $75.5M | 1.40% | 834,900 | 减持 |
| 18 | PRLD | PRELUDE THERAPEUTICS INC | $73.2M | 1.36% | 13.7M | 增持 |
| 19 | DYN | DYNE THERAPEUTICS INC | $71.9M | 1.33% | 3.2M | 增持 |
| 20 | NTRA | NATERA INC | $71.1M | 1.32% | 262,000 | 持平 |
| 21 | UNH | UNITEDHEALTH GROUP INC | $71.1M | 1.32% | 171,100 | 新建仓 |
| 22 | CGON | CG ONCOLOGY INC | $69.1M | 1.28% | 972,800 | 增持 |
| 23 | SPRY | ARS PHARMACEUTICALS INC | $66.4M | 1.23% | 8.3M | 持平 |
| 24 | ASND | ASCENDIS PHARMA A/S | $65.2M | 1.21% | 244,456 | 新建仓 |
| 25 | COGT | COGENT BIOSCIENCES INC | $65.1M | 1.21% | 1.7M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR