ORBIMED ADVISORS LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$5.1T
Holdings
110
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SVASINOVAC BIOTECH LTD | 2,718,735 | $340.0B | 6.71% | |
| 2 | LLYELI LILLY & CO | 337,600 | $305.7B | 6.04% | |
| 3 | EWTXEDGEWISE THERAPEUTICS INC | 15,021,721 | $270.5B | 5.34% | |
| 4 | BSXBOSTON SCIENTIFIC CORP | 3,273,000 | $252.1B | 4.98% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 493,100 | $219.4B | 4.33% | |
| 6 | BIIBBIOGEN INC | 900,900 | $208.8B | 4.12% | |
| 7 | ELVNENLIVEN THERAPEUTICS INC | 7,959,538 | $186.0B | 3.67% | |
| 8 | MRKMERCK & CO INC | 1,316,000 | $162.9B | 3.22% | |
| 9 | THCTENET HEALTHCARE CORP | 1,173,300 | $156.1B | 3.08% | |
| 10 | JANXJANUX THERAPEUTICS INC | 2,979,828 | $124.8B | 2.46% | |
| 11 | ISIIONIS PHARMACEUTICALS INC | 2,372,333 | $113.1B | 2.23% | |
| 12 | SRPTSAREPTA THERAPEUTICS INC | 696,000 | $110.0B | 2.17% | Call |
| 13 | SYKSTRYKER CORPORATION | 269,000 | $91.5B | 1.81% | |
| 14 | ELVELEVANCE HEALTH INC | 168,100 | $91.1B | 1.80% | |
| 15 | ARGXARGENX SE | 209,100 | $89.9B | 1.78% | |
| 16 | IRONDISC MEDICINE INC | 1,785,571 | $80.5B | 1.59% | |
| 17 | SPRYARS PHARMACEUTICALS INC | 9,240,887 | $78.6B | 1.55% | |
| 18 | THRDTHIRD HARMONIC BIO INC | 5,779,071 | $75.1B | 1.48% | |
| 19 | NTRANATERA INC | 687,500 | $74.4B | 1.47% | |
| 20 | TMOTHERMO FISHER SCIENTIFIC INC | 132,000 | $73.0B | 1.44% | |
| 21 | VRTXVERTEX PHARMACEUTICALS INC | 151,000 | $70.8B | 1.40% | |
| 22 | SWTXSPRINGWORKS THERAPEUTICS INC | 1,707,331 | $64.3B | 1.27% | |
| 23 | NBIXNEUROCRINE BIOSCIENCES INC | 448,200 | $61.7B | 1.22% | |
| 24 | ALNYALNYLAM PHARMACEUTICALS INC | 250,300 | $60.8B | 1.20% | |
| 25 | PCVXVAXCYTE INC | 795,900 | $60.1B | 1.19% | |
| 26 | KROSKEROS THERAPEUTICS INC | 1,268,734 | $58.0B | 1.14% | |
| 27 | CRNXCRINETICS PHARMACEUTICALS IN | 1,280,800 | $57.4B | 1.13% | |
| 28 | UNHUNITEDHEALTH GROUP INC | 112,000 | $57.0B | 1.13% | |
| 29 | AVBPARRIVENT BIOPHARMA INC | 3,027,328 | $56.2B | 1.11% | |
| 30 | ICLRICON PLC | 174,100 | $54.6B | 1.08% | |
| 31 | TERNTERNS PHARMACEUTICALS INC | 7,619,135 | $51.9B | 1.02% | |
| 32 | APLSAPELLIS PHARMACEUTICALS INC | 1,302,800 | $50.0B | 0.99% | |
| 33 | EVHEVOLENT HEALTH INC | 2,605,615 | $49.8B | 0.98% | |
| 34 | XTNTXTANT MED HLDGS INC | 73,114,592 | $46.1B | 0.91% | |
| 35 | SIBNSI-BONE INC | 3,479,977 | $45.0B | 0.89% | Call |
| 36 | CYTKCYTOKINETICS INC | 812,906 | $44.0B | 0.87% | |
| 37 | AMGNAMGEN INC | 134,900 | $42.1B | 0.83% | |
| 38 | PRLDPRELUDE THERAPEUTICS INC | 10,909,256 | $41.6B | 0.82% | |
| 39 | VRNAVERONA PHARMA PLC | 2,861,801 | $41.4B | 0.82% | |
| 40 | QTTBQ32 BIO INC | 2,252,987 | $40.4B | 0.80% | |
| 41 | ITGRINTEGER HLDGS CORP | 349,221 | $40.4B | 0.80% | |
| 42 | GONGERON CORP | 9,530,252 | $40.4B | 0.80% | Call |
| 43 | SNDXSYNDAX PHARMACEUTICALS INC | 1,925,300 | $39.5B | 0.78% | |
| 44 | XENEXENON PHARMACEUTICALS INC | 862,362 | $33.6B | 0.66% | |
| 45 | DC4DEXCOM INC | 289,900 | $32.9B | 0.65% | |
| 46 | RYTMRHYTHM PHARMACEUTICALS INC | 704,842 | $28.9B | 0.57% | |
| 47 | RNAAVIDITY BIOSCIENCES INC | 706,475 | $28.9B | 0.57% | |
| 48 | EXASEXACT SCIENCES CORP | 672,416 | $28.4B | 0.56% | |
| 49 | NPCENEUROPACE INC | 3,406,335 | $25.8B | 0.51% | |
| 50 | DYNDYNE THERAPEUTICS INC | 708,400 | $25.0B | 0.49% | |
| 51 | VERAVERA THERAPEUTICS INC | 675,872 | $24.5B | 0.48% | |
| 52 | SCPHSCPHARMACEUTICALS INC | 5,559,528 | $24.2B | 0.48% | |
| 53 | REGNREGENERON PHARMACEUTICALS | 22,800 | $24.0B | 0.47% | |
| 54 | MLYSMINERALYS THERAPEUTICS INC | 2,021,424 | $23.7B | 0.47% | |
| 55 | IMTXIMMATICS N.V | 2,006,381 | $23.3B | 0.46% | |
| 56 | HRTXHERON THERAPEUTICS INC | 6,512,866 | $22.8B | 0.45% | |
| 57 | CMPXCOMPASS THERAPEUTICS INC | 22,362,850 | $22.4B | 0.44% | |
| 58 | IMAPRELUDE THERAPEUTICS INC | 5,680,186 | $21.6B | 0.43% | |
| 59 | MORFMORPHIC HLDG INC | 612,500 | $20.9B | 0.41% | |
| 60 | VIRVIR BIOTECHNOLOGY INC | 2,320,102 | $20.6B | 0.41% | |
| 61 | CGEMCULLINAN THERAPEUTICS INC | 1,147,655 | $20.0B | 0.40% | |
| 62 | SLRNACELYRIN INC | 4,001,711 | $17.6B | 0.35% | |
| 63 | APGEAPOGEE THERAPEUTICS INC | 379,130 | $14.9B | 0.29% | |
| 64 | NMRANEUMORA THERAPEUTICS INC. | 1,500,000 | $14.7B | 0.29% | |
| 65 | TORCEURADICET BIO INC | 11,447,140 | $13.9B | 0.27% | |
| 66 | ADCTADC THERAPEUTICS SA | 4,316,824 | $13.6B | 0.27% | |
| 67 | CRVSCORVUS PHARMACEUTICALS INC | 6,943,654 | $12.6B | 0.25% | |
| 68 | ABCLABCELLERA BIOLOGICS INC | 4,180,768 | $12.4B | 0.24% | |
| 69 | TYRATYRA BIOSCIENCES INC | 768,638 | $12.3B | 0.24% | |
| 70 | MRUSMERUS N V | 206,100 | $12.2B | 0.24% | Call |
| 71 | TELATELA BIO INC | 2,457,542 | $11.6B | 0.23% | |
| 72 | ALXOALX ONCOLOGY HLDGS INC | 1,894,462 | $11.4B | 0.23% | |
| 73 | RPTXREPARE THERAPEUTICS INC | 3,322,488 | $11.0B | 0.22% | |
| 74 | SOLVSOLVENTUM CORP | 200,000 | $10.6B | 0.21% | Call |
| 75 | IMAIKENA ONCOLOGY INC | 6,368,587 | $10.5B | 0.21% | |
| 76 | PMVPPMV PHARMACEUTICALS INC | 6,475,291 | $10.5B | 0.21% | |
| 77 | LXRXLEXICON PHARMACEUTICALS INC | 5,846,100 | $9.8B | 0.19% | |
| 78 | LYELLYELL IMMUNOPHARMA INC | 6,405,098 | $9.3B | 0.18% | |
| 79 | SRRKSCHOLAR ROCK HLDG CORP | 1,074,382 | $8.9B | 0.18% | |
| 80 | —TURNSTONE BIOLOGICS CORP | 3,099,265 | $8.1B | 0.16% | |
| 81 | PASGPASSAGE BIO INC | 10,124,576 | $8.0B | 0.16% | |
| 82 | PGNYPROGYNY INC | 259,900 | $7.4B | 0.15% | |
| 83 | PFEPFIZER INC | 250,000 | $7.0B | 0.14% | Call |
| 84 | CCCCC4 THERAPEUTICS INC | 1,513,058 | $7.0B | 0.14% | |
| 85 | —IKENA ONCOLOGY INC | 3,539,358 | $5.8B | 0.12% | |
| 86 | AM6AMICUS THERAPEUTICS INC | 570,300 | $5.7B | 0.11% | |
| 87 | KRYSKRYSTAL BIOTECH INC | 29,966 | $5.5B | 0.11% | |
| 88 | NSPRINSPIREMD INC | 2,133,405 | $5.3B | 0.11% | |
| 89 | CATXPERSPECTIVE THERAPEUTICS INC | 492,670 | $4.9B | 0.10% | |
| 90 | GPCRSTRUCTURE THERAPEUTICS INC | 125,000 | $4.9B | 0.10% | |
| 91 | NKTXNKARTA INC | 800,000 | $4.7B | 0.09% | |
| 92 | PHGEBIOMX INC | 13,773,653 | $4.6B | 0.09% | |
| 93 | VSTMVERASTEM INC | 1,529,115 | $4.6B | 0.09% | |
| 94 | FATEFATE THERAPEUTICS INC | 1,355,352 | $4.4B | 0.09% | |
| 95 | ASNSUSDX4 PHARMACEUTICALS INC | 7,133,515 | $4.1B | 0.08% | |
| 96 | IVVDINVIVYD INC | 2,425,800 | $2.7B | 0.05% | |
| 97 | MISTMILESTONE PHARMACEUTICALS IN | 2,000,000 | $2.6B | 0.05% | |
| 98 | —ELEVATION ONCOLOGY INC | 941,275 | $2.5B | 0.05% | |
| 99 | TGTXTG THERAPEUTICS INC | 133,200 | $2.4B | 0.05% | |
| 100 | BMRNBIOMARIN PHARMACEUTICAL INC | 26,100 | $2.1B | 0.04% |
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