ORBIMED ADVISORS LLC
New York NY · SEC CIK 0001055951
$52.30亿2026Q2 申报市值
129持仓数
41.6%前十大占比 · 第一大 12.1%
40 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
UNH 新建仓+$6,695.80万
ASND 新建仓+$6,520.13万
HUM 新建仓+$6,518.38万
ODTX 新建仓+$5,615.24万
ARQT 新建仓+$5,354.12万
2026Q2 卖出最多 按季末市值估算
MYGN 清仓-$1.23亿
ELVN 减仓-$6,003.25万
PFE 清仓-$5,465.77万
IRON 减仓-$5,193.05万
DHR 清仓-$5,039.57万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IRON | DISC MEDICINE INC | $2,615.01万 | 0.50% | 357,535 | -710,015 | -66.5% | -$5,193.05万 | 减仓 |
| ABVX | ABIVAX SA 看涨期权 | $2,665.20万 | 0.51% | 200,000 | 200,000 | — | $2,665.20万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $2,667.50万 | 0.51% | 1,430,293 | -1,024,107 | -41.7% | -$1,909.96万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $2,689.74万 | 0.51% | 420,600 | 240,001 | 132.9% | $1,534.81万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $2,877.96万 | 0.55% | 117,578 | -96,343 | -45.0% | -$2,358.19万 | 减仓 |
| — | PRELUDE THERAPEUTICS INC | $3,027.54万 | 0.58% | 5,680,186 | -530,713 | -8.5% | -$282.87万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $3,092.29万 | 0.59% | 83,200 | 14,100 | 20.4% | $524.05万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $3,248.58万 | 0.62% | 465,346 | 190,346 | 69.2% | $1,328.81万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $3,333.18万 | 0.64% | 15,219,994 | 0 | 0.0% | — | 不变 |
| — | FORTE BIOSCIENCES INC | $3,352.62万 | 0.64% | 1,577,705 | 380,750 | 31.8% | $809.09万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $3,370.81万 | 0.64% | 1,542,000 | 579,700 | 60.2% | $1,267.22万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $3,585.16万 | 0.69% | 322,900 | 8,800 | 2.8% | $97.71万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $3,738.26万 | 0.71% | 999,000 | 0 | 0.0% | — | 不变 |
| UPB | UPSTREAM BIO INC | $3,939.96万 | 0.75% | 5,693,589 | 0 | 0.0% | — | 不变 |
| STTK | SHATTUCK LABS INC | $4,376.45万 | 0.84% | 6,306,127 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,435.79万 | 0.85% | 114,700 | 0 | 0.0% | — | 不变 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $4,467.85万 | 0.85% | 292,360 | 157,760 | 117.2% | $2,410.89万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,547.34万 | 0.87% | 90,700 | 44,200 | 95.1% | $2,216.01万 | 加仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $4,747.50万 | 0.91% | 300,000 | 300,000 | — | $4,747.50万 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC | $5,001.74万 | 0.96% | 2,806,811 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $5,009.10万 | 0.96% | 159,100 | -23,400 | -12.8% | -$736.73万 | 减仓 |
| QTTB | Q32 BIO INC | $5,259.06万 | 1.01% | 4,127,987 | 1,875,000 | 83.2% | $2,388.75万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,329.85万 | 1.02% | 925,000 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $5,354.12万 | 1.02% | 2,042,000 | 2,042,000 | — | $5,354.12万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $5,386.95万 | 1.03% | 892,471 | -167,500 | -15.8% | -$1,011.03万 | 减仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $5,615.24万 | 1.07% | 3,001,198 | 3,001,198 | — | $5,615.24万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $5,693.59万 | 1.09% | 2,110,300 | 57,400 | 2.8% | $154.87万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6,279.37万 | 1.20% | 157,900 | -50,800 | -24.3% | -$2,020.21万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $6,330.30万 | 1.21% | 1,483,200 | -898,900 | -37.7% | -$3,836.51万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $6,506.63万 | 1.24% | 1,681,300 | 1,359,200 | 422.0% | $5,260.10万 | 加仓 |
| HUM | HUMANA INC | $6,518.38万 | 1.25% | 164,100 | 164,100 | — | $6,518.38万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $6,520.13万 | 1.25% | 244,456 | 244,456 | — | $6,520.13万 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $6,639.10万 | 1.27% | 8,288,510 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $6,695.80万 | 1.28% | 161,100 | 161,100 | — | $6,695.80万 | 新建仓 |
| CGON | CG ONCOLOGY INC | $6,911.74万 | 1.32% | 972,800 | 24,533 | 2.6% | $174.31万 | 加仓 |
| NTRA | NATERA INC | $7,111.99万 | 1.36% | 262,000 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $7,186.45万 | 1.37% | 3,235,684 | 317,800 | 10.9% | $705.83万 | 加仓 |
| ABVX | ABIVAX SA | $7,282.95万 | 1.39% | 546,522 | 80,822 | 17.4% | $1,077.03万 | 加仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $7,315.20万 | 1.40% | 13,724,571 | 2,815,315 | 25.8% | $1,500.56万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7,552.51万 | 1.44% | 834,900 | -395,700 | -32.2% | -$3,579.50万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $7,703.52万 | 1.47% | 230,100 | 57,600 | 33.4% | $1,928.39万 | 加仓 |
| QURE | UNIQURE NV | $8,325.28万 | 1.59% | 1,807,486 | -328,663 | -15.4% | -$1,513.82万 | 减仓 |
| MRK | MERCK & CO INC | $8,524.69万 | 1.63% | 663,400 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $8,617.13万 | 1.65% | 92,880 | -44,020 | -32.2% | -$4,084.04万 | 减仓 |
| GH | GUARDANT HEALTH INC | $8,757.25万 | 1.67% | 583,700 | 148,500 | 34.1% | $2,227.95万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $1.05亿 | 2.01% | 3,027,328 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1.07亿 | 2.05% | 7,165,006 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $1.12亿 | 2.15% | 2,555,877 | -974,825 | -27.6% | -$4,288.26万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1.19亿 | 2.27% | 2,209,400 | 733,997 | 49.7% | $3,939.36万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.71亿 | 3.27% | 915,700 | 245,500 | 36.6% | $4,586.66万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $1.89亿 | 3.62% | 3,428,736 | -209,151 | -5.7% | -$1,154.51万 | 减仓 |
| LLY | ELI LILLY & CO | $3.09亿 | 5.91% | 257,900 | 21,100 | 8.9% | $2,530.80万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $3.44亿 | 6.58% | 6,776,632 | -1,182,906 | -14.9% | -$6,003.25万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $6.31亿 | 12.06% | 15,518,492 | 0 | 0.0% | — | 不变 |