SEC 13F Intelligence

Orbimed Advisors LLC / IRON

Orbimed Advisors LLC’s Disc Medicine Inc Position

Does Orbimed Advisors LLC own Disc Medicine Inc (IRON)? Yes — 1.07M shares worth $68M (+1.35% of its 13F portfolio) as of Q1 2026.

Position Value
$68M
Q1 2026
Shares
1.07M
% of Portfolio
+1.35%
Quarters Held
14
currently held

Position History IRON

Reported value by quarter
Q4 ’22: $43MQ4 ’22Q1 ’23: $48MQ2 ’23: $101MQ2 ’23Q3 ’23: $107MQ4 ’23: $98MQ4 ’23Q1 ’24: $106MQ2 ’24: $80MQ2 ’24Q3 ’24: $88MQ4 ’24: $113MQ4 ’24Q1 ’25: $70MQ2 ’25: $75MQ2 ’25Q3 ’25: $94MQ4 ’25: $85MQ4 ’25Q1 ’26: $68Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.07M$68M+1.35%
Q4 20251.07M$85M+1.73%
Q3 20251.42M$94M+2.20%
Q2 20251.42M$75M+1.87%
Q1 20251.42M$70M+1.67%
Q4 20241.79M$113M+2.33%
Q3 20241.79M$88M+1.59%
Q2 20241.79M$80M+1.59%
Q1 20241.70M$106M+1.94%
Q4 20231.70M$98M+1.96%
Q3 20232.27M$107M+2.27%
Q2 20232.27M$101M+1.83%
Q1 20232.27M$48M+0.94%
Q4 20222.16M$43M+0.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orbimed Advisors LLC’s full portfolio or all institutional holders of IRON.