SEC 13F Intelligence

Managers / Q1 2026

ORBIMED ADVISORS LLC

CIK 0001055951 · 601 LEXINGTON AVENUE, 54TH FLOOR, NEW YORK, NY, 10022 · (212) 739-6400

Reported Value
$5.0B
Q1 2026
Positions
114
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

Orbimed Advisors LLC reported $5.0B in U.S.-listed holdings across 114 positions for Q1 2026.

Its largest position, EWTX, represents 9.7% of the portfolio.

Compared with Q4 2025, the fund opened 26 new positions and exited 21.

Portfolio Metrics

Turnover
+30.7%
vs prior filed quarter
Top-10 Concentration
+38.9%
share of reported value
Largest Position
+9.7%
Edgewise Therapeutics
New / Exited
26 / 21
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $5.4BQ4 ’18Q1 ’19: $6.5BQ2 ’19: $6.5BQ3 ’19: $5.3BQ4 ’19: $7.0BQ4 ’19Q1 ’20: $6.0BQ2 ’20: $7.1BQ3 ’20: $8.0BQ4 ’20: $11.4BQ4 ’20Q1 ’21: $10.7BQ2 ’21: $9.9BQ3 ’21: $9.1BQ4 ’21: $7.8BQ4 ’21Q1 ’22: $6.2BQ2 ’22: $5.5BQ3 ’22: $5.4BQ4 ’22: $5.2BQ4 ’22Q1 ’23: $5.1BQ2 ’23: $5.5BQ3 ’23: $4.7BQ4 ’23: $5.0BQ4 ’23Q1 ’24: $5.5BQ2 ’24: $5.1BQ3 ’24: $5.5BQ4 ’24: $4.9BQ4 ’24Q1 ’25: $4.2BQ2 ’25: $4.0BQ3 ’25: $4.3BQ4 ’25: $4.9BQ4 ’25Q1 ’26: $5.0Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 80.6%Other: 14.8%ADR: 4.5%GLOBAL: 0.0%
  • Common Stock · 80.6% · $4.1B
  • Other · 14.8% · $746M
  • ADR · 4.5% · $229M
  • GLOBAL · 0.0% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MDXHEALTH SANEW+124.31M124.31M+$286M$286M
RCELAVITA MEDICAL INCNEW+82.01M82.01M+$197M$197M
ASTRAZENECA PLCNEW+670.2K670.2K+$132M$132M
MYGNMYRIAD GENETICS INCNEW+125.00M125.00M+$123M$123M
MRKMERCK & CO INCNEW+663.4K663.4K+$80M$80M
GHGUARDANT HEALTH INCNEW+435.2K435.2K+$40M$40M
PVLAPALVELLA THERAPEUTICS INC NENEW+184.6K184.6K+$23M$23M
SNDXSYNDAX PHARMACEUTICALS INCNEW+962.3K962.3K+$22M$22M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

48 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1EWTXEDGEWISE THERAPEUTICS INChistory →COM9.69%$489M15.52M
2ELVNENLIVEN THERAPEUTICS INChistory →COM6.18%$312M7.96M
3LLYELI LILLY & COhistory →COM4.32%$218M236.8K
4SINOVAC BIOTECH LTDSHS3.66%$184M2.72M
5BSXBOSTON SCIENTIFIC CORPhistory →COM2.96%$149M2.38M
6SIONSIONNA THERAPEUTICS INChistory →COM2.81%$142M3.53M
7ASTRAZENECA PLCORD2.62%$132M670.2K
8MYGNMYRIAD GENETICS INChistory →COM2.44%$123M125.00M
9MBXMBX BIOSCIENCES INChistory →COM2.15%$109M3.64M
10CRVSCORVUS PHARMACEUTICALS INChistory →COM2.08%$105M7.17M
11ARGXARGENX SEhistory →SPONSORED ADR1.98%$100M136.9K
12EWEDWARDS LIFESCIENCES CORPhistory →COM1.95%$99M1.23M
13ISRGINTUITIVE SURGICAL INChistory →COM NEW1.91%$96M208.7K
14CMPXCOMPASS THERAPEUTICS INChistory →COM1.60%$81M15.22M
15MRKMERCK & CO INChistory →COM1.58%$80M663.4K
16GPCRSTRUCTURE THERAPEUTICS INChistory →SPONSORED ADS1.41%$71M1.48M
17AVBPARRIVENT BIOPHARMA INChistory →COM1.38%$70M3.03M
18IRONDISC MEDICINE INChistory →COM1.35%$68M1.07M
19SPRYARS PHARMACEUTICALS INChistory →COM1.32%$67M8.29M
20CGONCG ONCOLOGY INChistory →COM1.27%$64M948.3K
21XENEXENON PHARMACEUTICALS INChistory →COM1.22%$62M1.06M
22SYKSTRYKER CORPORATIONhistory →COM1.19%$60M182.5K
23BMYBRISTOL-MYERS SQUIBB COhistory →COM1.11%$56M925.0K
24MLYSMINERALYS THERAPEUTICS INChistory →COM1.10%$56M2.05M
25PRAXPRAXIS PRECISION MEDICINES Ihistory →COM NEW1.10%$56M172.5K
26PFEPFIZER INChistory →COM1.08%$55M1.95M
27DYNDYNE THERAPEUTICS INChistory →COM1.05%$53M2.92M
28NTRANATERA INChistory →COM1.04%$52M262.0K
29ABVXABIVAX SAhistory →SPONSORED ADS1.03%$52M465.7K
30UPBUPSTREAM BIO INChistory →COM1.02%$51M5.69M
31DHRDANAHER CORP DELhistory →COM1.00%$50M265.8K
32CAICARIS LIFE SCIENCES INChistory →COM0.99%$50M2.81M
33ASCENDIS PHARMA A/SSPONSORED ADR0.82%$42M182.0K
34STTKSHATTUCK LABS INChistory →COM0.80%$41M6.31M
35RCELAVITA MEDICAL INChistory →COM0.80%$41M40.50M
36GHGUARDANT HEALTH INChistory →COM0.80%$40M435.2K
37ALNYALNYLAM PHARMACEUTICALS INChistory →COM0.78%$39M119.0K
38PRLDPRELUDE THERAPEUTICS INChistory →COM0.74%$37M10.91M
39CRNXCRINETICS PHARMACEUTICALS INhistory →COM0.72%$36M999.0K
40AXSMAXSOME THERAPEUTICS INC.history →COM0.72%$36M213.9K
41UNIQURE NVSHS0.69%$35M2.14M
42ORICORIC PHARMACEUTICALS INChistory →COM0.68%$34M2.69M
43ELVELEVANCE HEALTH INC FORMERLYhistory →COM0.67%$34M114.7K
44RLMDRELMADA THERAPEUTICS INChistory →COM0.65%$33M4.72M
45FBRXFORTE BIOSCIENCES INChistory →COM NEW0.61%$31M1.20M
46TRVITREVI THERAPEUTICS INChistory →COM0.58%$29M2.45M
47ESPRESPERION THERAPEUTICS INC NEhistory →COM0.57%$29M10.57M
48NPCENEUROPACE INChistory →COM0.55%$28M2.10M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$5.0B114May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$4.9B108Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.3B110Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$4.0B103Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$4.2B111May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$4.9B119Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.5B119Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.1B115Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$5.5B115May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$5.0B111Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$4.7B128Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$5.5B127Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$5.1B125May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.2B116Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$5.4B132Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$5.5B145Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.2B145May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$7.8B159Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$9.1B173Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$9.9B160Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$10.7B159May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$11.4B149Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$8.0B143Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$7.1B135Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$6.0B142May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$7.0B136Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$5.3B116Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$6.5B128Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$6.5B124May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$5.4B131Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • ORBIMED CAPITAL LLC028-10410

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.