2026 Q2 Portfolio Activity
In 2026 Q2, ORBIMED ADVISORS LLC maintained a portfolio of 154 distinct positions. The most significant new addition was UNITEDHEALTH GROUP INC, now representing 1.24% of the total fund value. They heavily accumulated shares in ELI LILLY & CO, increasing the position by 8.9%. Conversely, ORBIMED ADVISORS LLC completely exited their position in MDXHEALTH SA.
Position History
hover any row below to update
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Total Positions
154
Quarter
2026 Q2
Top Holding
EWTX (11.7%)
Top 10 Concentration
42.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 154
ORBIMED ADVISORS LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 11.68% | 9.69% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
15,518,492 | $630,516,330 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 6.37% | 6.18% |
#2
Prev: #2
|
4.5 |
—
|
-1,182,906 | -14.9% |
P
S
|
6,776,632 | $343,914,074 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 5.73% | 4.32% |
#3
1
Prev: #4
|
5.3 |
—
|
21,100 | 8.9% |
P
S
|
257,900 | $309,332,997 | 2001 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MBX
MBX BIOSCIENCES...
|
Healthcare | 3.51% | 2.15% |
#4
7
Prev: #11
|
2.4 |
—
|
-209,151 | -5.7% |
P
S
|
3,428,736 | $189,266,227 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SVA
SINOVAC BIOTECH...
|
Unknown | 3.42% | 3.66% |
#5
Prev: #5
|
2.9 |
—
|
no change | no change |
P
S
|
2,718,735 | $184,466,170 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 3.17% | 2.62% |
#6
3
Prev: #9
|
3.8 |
—
|
245,500 | 36.6% |
P
S
|
915,700 | $171,079,502 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 2.20% | 1.41% |
#7
11
Prev: #18
|
3.4 |
—
|
733,997 | 49.7% |
P
S
|
2,209,400 | $118,578,498 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SION
SIONNA THERAPEU...
|
Healthcare | 2.08% | 2.81% |
#8
Prev: #8
|
0.8 |
—
|
-974,825 | -27.6% |
P
S
|
2,555,877 | $112,433,029 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 1.98% | 2.08% |
#9
3
Prev: #12
|
1.8 |
—
|
no change | no change |
P
S
|
7,165,006 | $107,045,190 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVBP
ARRIVENT BIOPHA...
|
Healthcare | 1.95% | 1.38% |
#10
9
Prev: #19
|
1.8 |
—
|
no change | no change |
P
S
|
3,027,328 | $105,169,375 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 1.62% | 0.80% |
#11
27
Prev: #38
|
3.1 |
—
|
148,500 | 34.1% |
P
S
|
583,700 | $87,572,511 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARGX
ARGENX SE
|
Healthcare | 1.60% | 1.98% |
#12
1
Prev: #13
|
0.6 |
—
|
-44,020 | -32.2% |
P
S
|
92,880 | $86,171,278 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.58% | 1.58% |
#13
4
Prev: #17
|
1.6 |
—
|
no change | no change |
P
S
|
663,400 | $85,246,900 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QURE
UNIQURE NV
|
Healthcare | 1.54% | 0.69% |
#14
29
Prev: #43
|
1.1 |
—
|
-328,663 | -15.4% |
P
S
|
1,807,486 | $83,252,805 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 1.43% | 1.10% |
#15
12
Prev: #27
|
3.1 |
—
|
57,600 | 33.4% |
P
S
|
230,100 | $77,035,179 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 1.40% | 1.95% |
#16
2
Prev: #14
|
0.6 |
—
|
-395,700 | -32.2% |
P
S
|
834,900 | $75,525,054 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRLD
PRELUDE THERAPE...
|
Healthcare | 1.36% | 0.74% |
#17
23
Prev: #40
|
3.0 |
—
|
2,815,315 | 25.8% |
P
S
|
13,724,571 | $73,151,963 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 1.35% | 1.03% |
#18
13
Prev: #31
|
2.5 |
—
|
80,822 | 17.4% |
P
S
|
546,522 | $72,829,522 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DYN
DYNE THERAPEUTI...
|
Healthcare | 1.33% | 1.05% |
#19
10
Prev: #29
|
2.5 |
—
|
317,800 | 10.9% |
P
S
|
3,235,684 | $71,864,542 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTRA
NATERA INC
|
Healthcare | 1.32% | 1.04% |
#20
10
Prev: #30
|
1.5 |
—
|
no change | no change |
P
S
|
262,000 | $71,119,900 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGON
CG ONCOLOGY INC
|
Healthcare | 1.28% | 1.27% |
#21
1
Prev: #22
|
1.0 |
—
|
24,533 | 2.6% |
P
S
|
972,800 | $69,117,440 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.24% | — |
#22
Prev: #—
|
4.0 |
—
|
161,100 | — |
NEW
|
161,100 | $66,957,993 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPRY
ARS PHARMACEUTI...
|
Healthcare | 1.23% | 1.32% |
#23
2
Prev: #21
|
1.5 |
—
|
no change | no change |
P
S
|
8,288,510 | $66,390,965 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ASCENDIS PHARMA...
|
|
Unknown | 1.21% | — |
#24
Prev: #—
|
4.0 |
—
|
244,456 | — |
NEW
|
244,456 | $65,201,304 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
HUM
HUMANA INC
|
Healthcare | 1.21% | — |
#25
Prev: #—
|
4.0 |
—
|
164,100 | — |
NEW
|
164,100 | $65,183,802 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 1.21% | 0.25% |
#26
49
Prev: #75
|
3.5 |
—
|
1,359,200 | 422.0% |
P
S
|
1,681,300 | $65,066,310 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 1.17% | 2.96% |
#27
20
Prev: #7
|
0.5 |
—
|
-898,900 | -37.7% |
P
S
|
1,483,200 | $63,302,976 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.16% | 1.91% |
#28
13
Prev: #15
|
0.5 |
—
|
-50,800 | -24.3% |
P
S
|
157,900 | $62,793,672 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 1.05% | 1.10% |
#29
3
Prev: #26
|
0.9 |
—
|
57,400 | 2.8% |
P
S
|
2,110,300 | $56,935,894 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ODYSSEY THERAPE...
|
|
Unknown | 1.04% | — |
#30
Prev: #—
|
3.9 |
—
|
3,001,198 | — |
NEW
|
3,001,198 | $56,152,415 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
XENE
XENON PHARMACEU...
|
Healthcare | 1.00% | 1.22% |
#31
8
Prev: #23
|
0.9 |
—
|
-167,500 | -15.8% |
P
S
|
892,471 | $53,869,550 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARQT
ARCUTIS BIOTHER...
|
Healthcare | 0.99% | — |
#32
Prev: #—
|
3.9 |
—
|
2,042,000 | — |
NEW
|
2,042,000 | $53,541,240 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.99% | 1.11% |
#33
8
Prev: #25
|
1.4 |
—
|
no change | no change |
P
S
|
925,000 | $53,298,500 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QTTB
Q32 BIO INC
|
Healthcare | 0.97% | 0.29% |
#34
32
Prev: #66
|
3.4 |
—
|
1,875,000 | 83.2% |
P
S
|
4,127,987 | $52,590,554 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.93% | 1.19% |
#35
11
Prev: #24
|
0.9 |
—
|
-23,400 | -12.8% |
P
S
|
159,100 | $50,091,044 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAI
CARIS LIFE SCIE...
|
Healthcare | 0.93% | 0.99% |
#36
2
Prev: #34
|
1.4 |
—
|
no change | no change |
P
S
|
2,806,811 | $50,017,372 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XBI
PUT
SPDR SERIES TRU...
|
PUT Option | 0.88% | — |
#37
Prev: #—
|
3.9 |
—
|
300,000 | — |
NEW
|
300,000 | $47,475,000 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.84% | 0.45% |
#38
14
Prev: #52
|
3.3 |
—
|
44,200 | 95.1% |
P
S
|
90,700 | $45,473,352 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PVLA
PALVELLA THERAP...
|
Healthcare | 0.83% | 0.33% |
#39
22
Prev: #61
|
3.3 |
—
|
157,760 | 117.2% |
P
S
|
292,360 | $44,678,455 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 0.82% | 0.67% |
#40
5
Prev: #45
|
1.3 |
—
|
no change | no change |
P
S
|
114,700 | $44,357,931 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STTK
SHATTUCK LABS I...
|
Healthcare | 0.81% | 0.80% |
#41
4
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
6,306,127 | $43,764,521 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UPB
UPSTREAM BIO IN...
|
Healthcare | 0.73% | 1.02% |
#42
10
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
5,693,589 | $39,399,636 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRNX
CRINETICS PHARM...
|
Healthcare | 0.69% | 0.72% |
#43
2
Prev: #41
|
1.3 |
—
|
no change | no change |
P
S
|
999,000 | $37,382,580 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RYTM
RHYTHM PHARMACE...
|
Healthcare | 0.66% | 0.54% |
#44
7
Prev: #51
|
0.8 |
—
|
8,800 | 2.8% |
P
S
|
322,900 | $35,851,587 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 0.62% | 0.45% |
#45
8
Prev: #53
|
3.2 |
—
|
579,700 | 60.2% |
P
S
|
1,542,000 | $33,708,120 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FBRX
FORTE BIOSCIENC...
|
Healthcare | 0.62% | 0.61% |
#46
1
Prev: #47
|
2.7 |
—
|
380,750 | 31.8% |
P
S
|
1,577,705 | $33,526,231 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 0.62% | 1.60% |
#47
31
Prev: #16
|
1.2 |
—
|
no change | no change |
P
S
|
15,219,994 | $33,331,787 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NKTR
NEKTAR THERAPEU...
|
Healthcare | 0.60% | 0.39% |
#48
10
Prev: #58
|
3.2 |
—
|
190,346 | 69.2% |
P
S
|
465,346 | $32,485,804 | 2005 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KRYS
KRYSTAL BIOTECH...
|
Healthcare | 0.57% | 0.35% |
#49
11
Prev: #60
|
2.7 |
—
|
14,100 | 20.4% |
P
S
|
83,200 | $30,922,944 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
PRELUDE THERAPE...
|
|
Unknown | 0.56% | 0.44% |
#50
4
Prev: #54
|
0.7 |
—
|
-530,713 | -8.5% |
P
S
|
5,680,186 | $30,275,391 | — | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 154 holdings