ORBIMED ADVISORS LLC
New York NY · SEC CIK 0001055951
$48.78亿2026Q1 申报市值
112持仓数
43.3%前十大占比 · 第一大 10.0%
28 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$1.32亿
MYGN 新建仓+$1.23亿
MRK 新建仓+$7,980.04万
AVITA MEDICAL IN 新建仓+$4,251.61万
GH 新建仓+$4,019.94万
2026Q1 卖出最多 按季末市值估算
TERNS PHARMACEUT 清仓-$8,699.33万
APELLIS PHARMACE 清仓-$6,103.83万
LLY 减仓-$5,923.32万
CI 清仓-$5,642.22万
ALNY 减仓-$5,618.17万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASND | ASCENDIS PHARMA A/S | $4,162.36万 | 0.85% | 181,977 | 10,000 | 5.8% | $228.73万 | 加仓 |
| — | AVITA MEDICAL INC | $4,251.61万 | 0.87% | 41,044,895 | 41,044,895 | — | $4,251.61万 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC | $5,018.58万 | 1.03% | 2,806,811 | -309,200 | -9.9% | -$552.85万 | 减仓 |
| DHR | DANAHER CORP DEL | $5,039.57万 | 1.03% | 265,800 | -34,000 | -11.3% | -$644.64万 | 减仓 |
| UPB | UPSTREAM BIO INC | $5,124.23万 | 1.05% | 5,693,589 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $5,185.57万 | 1.06% | 465,700 | 97,800 | 26.6% | $1,089.00万 | 加仓 |
| NTRA | NATERA INC | $5,239.74万 | 1.07% | 262,000 | -103,800 | -28.4% | -$2,075.90万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $5,290.12万 | 1.08% | 2,917,884 | 715,700 | 32.5% | $1,297.56万 | 加仓 |
| PFE | PFIZER INC | $5,465.77万 | 1.12% | 1,946,500 | 293,600 | 17.8% | $824.43万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $5,557.78万 | 1.14% | 172,500 | 78,000 | 82.5% | $2,513.08万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $5,561.31万 | 1.14% | 2,052,900 | 1,072,500 | 109.4% | $2,905.40万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,610.12万 | 1.15% | 925,000 | 150,000 | 19.4% | $909.75万 | 加仓 |
| SYK | STRYKER CORPORATION | $5,996.77万 | 1.23% | 182,500 | -142,500 | -43.8% | -$4,682.41万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $6,163.73万 | 1.26% | 1,059,971 | 612,771 | 137.0% | $3,563.26万 | 加仓 |
| CGON | CG ONCOLOGY INC | $6,417.87万 | 1.32% | 948,267 | -568,283 | -37.5% | -$3,846.14万 | 减仓 |
| SPRY | ARS PHARMACEUTICALS INC | $6,655.67万 | 1.36% | 8,288,510 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $6,825.91万 | 1.40% | 1,067,550 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA INC | $6,984.05万 | 1.43% | 3,027,328 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $7,111.44万 | 1.46% | 1,475,403 | 313,600 | 27.0% | $1,511.55万 | 加仓 |
| MRK | MERCK & CO INC | $7,980.04万 | 1.64% | 663,400 | 663,400 | — | $7,980.04万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $8,051.38万 | 1.65% | 15,219,994 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $9,620.86万 | 1.97% | 208,700 | -54,700 | -20.8% | -$2,521.62万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $9,854.64万 | 2.02% | 1,230,600 | -612,300 | -33.2% | -$4,903.30万 | 减仓 |
| ARGX | ARGENX SE | $9,997.12万 | 2.05% | 136,900 | -9,100 | -6.2% | -$664.53万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1.05亿 | 2.15% | 7,165,006 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $1.09亿 | 2.23% | 3,637,887 | -297,316 | -7.6% | -$887.49万 | 减仓 |
| MYGN | MYRIAD GENETICS INC | $1.23亿 | 2.52% | 125,000,000 | 125,000,000 | — | $1.23亿 | 新建仓 |
| AZN | ASTRAZENECA PLC | $1.32亿 | 2.71% | 670,200 | 670,200 | — | $1.32亿 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $1.42亿 | 2.90% | 3,530,702 | -30,953 | -0.9% | -$124.09万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.49亿 | 3.06% | 2,382,100 | -37,200 | -1.5% | -$233.43万 | 减仓 |
| — | AVITA MEDICAL INC 看涨期权 | $1.54亿 | 3.17% | 40,966,100 | 40,966,100 | — | $1.54亿 | 新建仓 |
| LLY | ELI LILLY & CO | $2.18亿 | 4.46% | 236,800 | -64,400 | -21.4% | -$5,923.32万 | 减仓 |
| — | MDXHEALTH SA 看涨期权 | $2.86亿 | 5.86% | 124,306,000 | 124,306,000 | — | $2.86亿 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $3.12亿 | 6.40% | 7,959,538 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $4.89亿 | 10.02% | 15,518,492 | 0 | 0.0% | — | 不变 |