Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ORBIMED ADVISORS LLC (CIK 1055951) reported $5.05B across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EWTX ($488.8M, 9.69%), ELVN ($312.0M, 6.18%), MDXH ($285.9M, 5.67%), LLY ($217.8M, 4.32%), RCEL ($197.0M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EWTX | EDGEWISE THERAPEUTICS INC | $488.8M | 9.69% | 15.5M | Hold |
| 2 | ELVN | ENLIVEN THERAPEUTICS INC | $312.0M | 6.18% | 8.0M | Hold |
| 3 | MDXH | MDXHEALTH SA | $285.9M | 5.67% | 124.3M | New |
| 4 | LLY | ELI LILLY & CO | $217.8M | 4.32% | 236,800 | Trimmed |
| 5 | RCEL | AVITA MEDICAL INC | $197.0M | 3.90% | 82.0M | New |
| 6 | SVA | SINOVAC BIOTECH LTD | $184.5M | 3.66% | 2.7M | Hold |
| 7 | BSX | BOSTON SCIENTIFIC CORP | $149.5M | 2.96% | 2.4M | Trimmed |
| 8 | SION | SIONNA THERAPEUTICS INC | $141.5M | 2.81% | 3.5M | Trimmed |
| 9 | AZNCF | ASTRAZENECA PLC | $132.2M | 2.62% | 670,200 | New |
| 10 | MYGN | MYRIAD GENETICS INC | $122.9M | 2.44% | 125.0M | New |
| 11 | MBX | MBX BIOSCIENCES INC | $108.6M | 2.15% | 3.6M | Trimmed |
| 12 | CRVS | CORVUS PHARMACEUTICALS INC | $104.8M | 2.08% | 7.2M | Hold |
| 13 | ARGX | ARGENX SE | $100.0M | 1.98% | 136,900 | Trimmed |
| 14 | EW | EDWARDS LIFESCIENCES CORP | $98.5M | 1.95% | 1.2M | Trimmed |
| 15 | ISRG | INTUITIVE SURGICAL INC | $96.2M | 1.91% | 208,700 | Trimmed |
| 16 | CMPX | COMPASS THERAPEUTICS INC | $80.5M | 1.60% | 15.2M | Hold |
| 17 | MRK | MERCK & CO INC | $79.8M | 1.58% | 663,400 | New |
| 18 | GPCR | STRUCTURE THERAPEUTICS INC | $71.1M | 1.41% | 1.5M | Added |
| 19 | AVBP | ARRIVENT BIOPHARMA INC | $69.8M | 1.38% | 3.0M | Hold |
| 20 | IRON | DISC MEDICINE INC | $68.3M | 1.35% | 1.1M | Hold |
| 21 | SPRY | ARS PHARMACEUTICALS INC | $66.6M | 1.32% | 8.3M | Hold |
| 22 | CGON | CG ONCOLOGY INC | $64.2M | 1.27% | 948,267 | Trimmed |
| 23 | XENE | XENON PHARMACEUTICALS INC | $61.6M | 1.22% | 1.1M | Added |
| 24 | SYK | STRYKER CORPORATION | $60.0M | 1.19% | 182,500 | Trimmed |
| 25 | BMY | BRISTOL-MYERS SQUIBB CO | $56.1M | 1.11% | 925,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31