§ 13F · FUND PROFILE
ORBIMED ADVISORS LLC.
AUM · $5.4B (13F)Positions · 129Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$579M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EWTX | EDGEWISE THERAPEUTICS INC | 15.52M | $631M | 11.7% | ±0% |
| 2 | ELVN | ENLIVEN THERAPEUTICS INC | 6.78M | $344M | 6.4% | −15% |
| 3 | LLY | ELI LILLY & CO | 258K | $309M | 5.7% | +9% |
| 4 | MBX | MBX BIOSCIENCES INC | 3.43M | $189M | 3.5% | −6% |
| 5 | SVA | SINOVAC BIOTECH LTD | 2.72M | $184M | 3.4% | ±0% |
| 6 | AZN | ASTRAZENECA PLC | 916K | $171M | 3.2% | +37% |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | 2.21M | $119M | 2.2% | +50% |
| 8 | SION | SIONNA THERAPEUTICS INC | 2.56M | $112M | 2.1% | −28% |
| 9 | CRVS | CORVUS PHARMACEUTICALS INC | 7.17M | $107M | 2.0% | ±0% |
| 10 | AVBP | ARRIVENT BIOPHARMA INC | 3.03M | $105M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ORBIMED SIGNAL
AC read
ORBIMED ADVISORS LLC is a Other fund managing $5.4 billion in assets. The fund runs a portfolio of 129 positions.
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