Institutional Fund
Orbimed Advisors LLC
New York, NYCIK 10559515 filings on record
Portfolio Value
$4.42B
Q1 2026
Holdings
105
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-9.5%
from $4.89B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Edgewise Therapeutics Inc11.1%
- Enliven Therapeutics Inc7.1%
- Eli Lilly & Co4.9%
- Sinovac Biotech Ltd4.2%
- Boston Scientific Corp3.4%
- Sionna Therapeutics Inc3.2%
- Other66.2%
Portfolio Holdings
105 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Edgewise Therapeutics Inc | 15.52M | $488.83M | 11.1% | 0 | Held |
| 2 | Enliven Therapeutics Inc | 7.96M | $312.01M | 7.1% | 0 | Held |
| 3 | Eli Lilly & Co | 236.8K | $217.80M | 4.9% | −64.4K | Reduced |
| 4 | Sinovac Biotech Ltd | 2.72M | $184.47M | 4.2% | 0 | Held |
| 5 | Boston Scientific Corp | 2.38M | $149.48M | 3.4% | −37.2K | Reduced |
| 6 | Sionna Therapeutics Inc | 3.53M | $141.55M | 3.2% | −31.0K | Reduced |
| 7 | Astrazeneca PLC | 670.2K | $132.18M | 3.0% | +670.2K | New |
| 8 | Mbx Biosciences Inc | 3.64M | $108.59M | 2.5% | −297.3K | Reduced |
| 9 | Corvus Pharmaceuticals Inc | 7.17M | $104.82M | 2.4% | 0 | Held |
| 10 | Argenx Se | 136.9K | $99.97M | 2.3% | −9.1K | Reduced |
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