ORBIMED ADVISORS LLC

CIK 0001055951 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

ORBIMED ADVISORS LLC reported 129 positions worth $5.40B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: EWTX (11.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.40B
2026 Q2
Positions
129
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.1%
Est. Net Flow (Q)
2026 Q2
10 / 129 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1EWTXEDGEWISE THERAPEUTICS INCSH$630.5M11.68%15,518,492
2ELVNENLIVEN THERAPEUTICS INCSH$343.9M6.37%6,776,632
3LLYELI LILLY & COSH$309.3M5.73%257,900
4MBXMBX BIOSCIENCES INCSH$189.3M3.51%3,428,736
5SVASINOVAC BIOTECH LTDSH$184.5M3.42%2,718,735
6AZNASTRAZENECA PLCSH$171.1M3.17%915,700
7GPCRSTRUCTURE THERAPEUTICS INCSH$118.6M2.20%2,209,400
8SIONSIONNA THERAPEUTICS INCSH$112.4M2.08%2,555,877
9CRVSCORVUS PHARMACEUTICALS INCSH$107.0M1.98%7,165,006
10AVBPARRIVENT BIOPHARMA INCSH$105.2M1.95%3,027,328

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ORBIMED ADVISORS LLC hold as of Q2 2026?

ORBIMED ADVISORS LLC reported 129 positions worth $5.40B in its Q2 2026 13F filing. Largest positions: EWTX (11.7%), ELVN (6.4%), LLY (5.7%), MBX (3.5%) and SVA (3.4%).

What did ORBIMED ADVISORS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ORBIMED ADVISORS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.