ORBIMED ADVISORS LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$4.0T
Holdings
99
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (99 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SVASINOVAC BIOTECH LTD | 2,718,735 | $334.0B | 8.34% | |
| 2 | BSXBOSTON SCIENTIFIC CORP | 2,813,200 | $302.2B | 7.55% | |
| 3 | LLYELI LILLY & CO | 337,600 | $263.2B | 6.57% | |
| 4 | EWTXEDGEWISE THERAPEUTICS INC | 15,518,492 | $203.4B | 5.08% | |
| 5 | ELVNENLIVEN THERAPEUTICS INC | 7,959,538 | $159.7B | 3.99% | |
| 6 | ISRGINTUITIVE SURGICAL INC | 291,000 | $158.1B | 3.95% | |
| 7 | SPRYARS PHARMACEUTICALS INC | 8,288,510 | $144.6B | 3.61% | |
| 8 | SYKSTRYKER CORPORATION | 359,200 | $142.1B | 3.55% | |
| 9 | EWEDWARDS LIFESCIENCES CORP | 1,708,000 | $133.6B | 3.34% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 386,300 | $120.5B | 3.01% | Call |
| 11 | ARGXARGENX SE | 208,000 | $114.7B | 2.86% | |
| 12 | ALNYALNYLAM PHARMACEUTICALS INC | 341,900 | $111.5B | 2.78% | |
| 13 | NTRANATERA INC | 593,434 | $100.3B | 2.50% | |
| 14 | VRTXVERTEX PHARMACEUTICALS INC | 210,287 | $93.6B | 2.34% | |
| 15 | THCTENET HEALTHCARE CORP | 465,000 | $81.8B | 2.04% | |
| 16 | CAICARIS LIFE SCIENCES INC | 3,034,858 | $81.1B | 2.03% | |
| 17 | IRONDISC MEDICINE INC | 1,415,020 | $74.9B | 1.87% | |
| 18 | AVBPARRIVENT BIOPHARMA INC | 3,027,328 | $65.9B | 1.65% | |
| 19 | SIONSIONNA THERAPEUTICS INC | 3,704,959 | $64.3B | 1.61% | |
| 20 | UPBUPSTREAM BIO INC | 5,693,589 | $62.5B | 1.56% | |
| 21 | NBIXNEUROCRINE BIOSCIENCES INC | 438,540 | $55.1B | 1.38% | |
| 22 | ITGRINTEGER HLDGS CORP | 433,400 | $53.3B | 1.33% | |
| 23 | CGONCG ONCOLOGY INC | 2,027,850 | $52.7B | 1.32% | Call |
| 24 | RNAAVIDITY BIOSCIENCES INC | 1,812,886 | $51.5B | 1.29% | |
| 25 | SIBNSI-BONE INC | 2,578,979 | $48.5B | 1.21% | |
| 26 | MBXMBX BIOSCIENCES INC | 4,002,887 | $45.7B | 1.14% | |
| 27 | AXSMAXSOME THERAPEUTICS INC | 427,900 | $44.7B | 1.12% | |
| 28 | CMPXCOMPASS THERAPEUTICS INC | 15,219,994 | $39.6B | 0.99% | |
| 29 | CYTKCYTOKINETICS INC | 1,077,000 | $35.6B | 0.89% | |
| 30 | CRNXCRINETICS PHARMACEUTICALS IN | 1,149,000 | $33.0B | 0.83% | |
| 31 | EXASEXACT SCIENCES CORP | 607,316 | $32.3B | 0.81% | |
| 32 | THRDTHIRD HARMONIC BIO INC | 5,779,071 | $31.4B | 0.78% | |
| 33 | ROIVROIVANT SCIENCES LTD | 2,779,427 | $31.3B | 0.78% | |
| 34 | XENEXENON PHARMACEUTICALS INC | 947,877 | $29.7B | 0.74% | |
| 35 | NPCENEUROPACE INC | 2,614,184 | $29.1B | 0.73% | |
| 36 | CRVSCORVUS PHARMACEUTICALS INC | 7,165,006 | $28.7B | 0.72% | |
| 37 | TERNTERNS PHARMACEUTICALS INC | 7,562,971 | $28.2B | 0.70% | |
| 38 | JANXJANUX THERAPEUTICS INC | 1,210,300 | $28.0B | 0.70% | |
| 39 | APLSAPELLIS PHARMACEUTICALS INC | 1,532,300 | $26.5B | 0.66% | Call |
| 40 | GPCRSTRUCTURE THERAPEUTICS INC | 1,199,300 | $24.9B | 0.62% | |
| 41 | SCPHSCPHARMACEUTICALS INC | 6,059,528 | $23.1B | 0.58% | |
| 42 | CTMXCYTOMX THERAPEUTICS INC | 8,461,500 | $19.2B | 0.48% | |
| 43 | TMOTHERMO FISHER SCIENTIFIC INC | 46,500 | $18.9B | 0.47% | |
| 44 | AGIOAGIOS PHARMACEUTICALS INC | 557,900 | $18.6B | 0.46% | |
| 45 | TRVITREVI THERAPEUTICS INC | 3,308,400 | $18.1B | 0.45% | |
| 46 | ADCTADC THERAPEUTICS SA | 5,907,351 | $15.8B | 0.40% | |
| 47 | RYTMRHYTHM PHARMACEUTICALS INC | 248,512 | $15.7B | 0.39% | |
| 48 | FBRXFORTE BIOSCIENCES INC | 1,196,955 | $15.5B | 0.39% | |
| 49 | CGEMCULLINAN THERAPEUTICS INC | 1,923,855 | $14.5B | 0.36% | |
| 50 | KROSKEROS THERAPEUTICS INC | 1,018,734 | $13.6B | 0.34% | |
| 51 | RAPTRAPT THERAPEUTICS INC | 1,641,906 | $13.1B | 0.33% | |
| 52 | AM6AMICUS THERAPEUTICS INC | 2,285,400 | $13.1B | 0.33% | |
| 53 | VIRVIR BIOTECHNOLOGY INC | 2,380,715 | $12.0B | 0.30% | |
| 54 | ABCLABCELLERA BIOLOGICS INC | 3,344,568 | $11.5B | 0.29% | |
| 55 | AKROAKERO THERAPEUTICS INC | 211,300 | $11.3B | 0.28% | |
| 56 | MLYSMINERALYS THERAPEUTICS INC | 760,351 | $10.3B | 0.26% | |
| 57 | DYNDYNE THERAPEUTICS INC | 1,031,400 | $9.8B | 0.25% | |
| 58 | CCCCC4 THERAPEUTICS INC | 6,830,300 | $9.8B | 0.24% | |
| 59 | ORICORIC PHARMACEUTICALS INC | 899,281 | $9.1B | 0.23% | |
| 60 | CPRXCATALYST PHARMACEUTICALS INC | 416,900 | $9.0B | 0.23% | |
| 61 | PRLDPRELUDE THERAPEUTICS INC | 10,909,256 | $8.8B | 0.22% | |
| 62 | IMAIKENA ONCOLOGY INC | 6,368,587 | $8.5B | 0.21% | |
| 63 | CRBPCORBUS PHARMACEUTICALS HLDGS | 1,172,287 | $8.1B | 0.20% | |
| 64 | ZLABZAI LAB LTD | 231,000 | $8.1B | 0.20% | |
| 65 | TARSTARSUS PHARMACEUTICALS INC | 197,900 | $8.0B | 0.20% | |
| 66 | WHWKWHITEHAWK THERAPEUTICS INC | 4,166,000 | $7.8B | 0.19% | |
| 67 | TYRATYRA BIOSCIENCES INC | 804,603 | $7.7B | 0.19% | |
| 68 | AZNASTRAZENECA PLC | 100,000 | $7.0B | 0.17% | Call |
| 69 | TORCEURADICET BIO INC | 11,447,140 | $7.0B | 0.17% | |
| 70 | 5E7ITEOS THERAPEUTICS INC | 700,000 | $7.0B | 0.17% | |
| 71 | PMVPPMV PHARMACEUTICALS INC | 6,475,291 | $6.9B | 0.17% | |
| 72 | URGNUROGEN PHARMA LTD | 478,400 | $6.6B | 0.16% | |
| 73 | ASNDASCENDIS PHARMA A/S | 34,400 | $5.9B | 0.15% | |
| 74 | ALMSALUMIS INC | 1,926,423 | $5.8B | 0.14% | |
| 75 | JBIOJADE BIOSCIENCES INC | 531,163 | $5.3B | 0.13% | |
| 76 | NSPRINSPIREMD INC | 2,133,405 | $4.8B | 0.12% | |
| 77 | AVTXAVALO THERAPEUTICS INC | 967,000 | $4.8B | 0.12% | |
| 78 | —IKENA ONCOLOGY INC | 3,539,358 | $4.7B | 0.12% | |
| 79 | RPTXREPARE THERAPEUTICS INC | 3,322,488 | $4.6B | 0.12% | |
| 80 | IMAPRELUDE THERAPEUTICS INC | 5,680,186 | $4.6B | 0.11% | |
| 81 | IMTXIMMATICS N.V | 719,901 | $3.9B | 0.10% | |
| 82 | BIOABIOAGE LABS INC | 921,959 | $3.8B | 0.10% | |
| 83 | QTTBQ32 BIO INC | 2,252,987 | $3.4B | 0.08% | |
| 84 | ENGNENGENE HOLDINGS INC | 677,977 | $2.5B | 0.06% | |
| 85 | PASGPASSAGE BIO INC | 6,055,300 | $2.4B | 0.06% | |
| 86 | AMLXAMYLYX PHARMACEUTICALS INC | 313,200 | $2.0B | 0.05% | |
| 87 | —MURAL ONCOLOGY PUB LTD CO | 588,800 | $1.5B | 0.04% | |
| 88 | IM8NINSMED INC | 13,459 | $1.4B | 0.03% | |
| 89 | KRYSKRYSTAL BIOTECH INC | 9,200 | $1.3B | 0.03% | |
| 90 | —TURNSTONE BIOLOGICS CORP | 3,099,265 | $1.1B | 0.03% | |
| 91 | CMMBCHEMOMAB THERAPEUTICS LTD | 940,990 | $1.1B | 0.03% | |
| 92 | TRAWTRAWS PHARMA INC | 605,531 | $896.2M | 0.02% | |
| 93 | KZRKEZAR LIFE SCIENCES INC | 192,700 | $882.6M | 0.02% | |
| 94 | ANROALTO NEUROSCIENCE INC | 250,000 | $550.0M | 0.01% | |
| 95 | —DIH HLDG US INC | 1,915,000 | $469.0M | 0.01% | |
| 96 | LYELLYELL IMMUNOPHARMA INC | 51,727 | $457.3M | 0.01% | |
| 97 | KRROKORRO BIO INC | 32,400 | $404.7M | 0.01% | |
| 98 | XERSXERIS BIOPHARMA HOLDINGS INC | 80,420 | $375.6M | 0.01% | |
| 99 | INMBINMUNE BIO INC | 50,000 | $115.5M | 0.00% | Put |
| 100 | —LAKESHORE BIOPHARMA CO LTD | 54,799 | $55.9M | 0.00% |