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 |
|---|---|---|---|---|---|---|---|---|
| — | MDXHEALTH SA 看涨期权 | $0 | 0.00% | 0 | -124,306,000 | -100.0% | -$2.86亿 | 清仓 |
| — | AVITA MEDICAL INC 看涨期权 | $0 | 0.00% | 0 | -40,966,100 | -100.0% | -$1.54亿 | 清仓 |
| MYGN | MYRIAD GENETICS INC | $0 | 0.00% | 0 | -125,000,000 | -100.0% | -$1.23亿 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -1,946,500 | -100.0% | -$5,465.77万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -265,800 | -100.0% | -$5,039.57万 | 清仓 |
| — | AVITA MEDICAL INC | $0 | 0.00% | 0 | -41,044,895 | -100.0% | -$4,251.61万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -181,977 | -100.0% | -$4,162.36万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -10,570,300 | -100.0% | -$2,896.26万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $0 | 0.00% | 0 | -497,800 | -100.0% | -$2,121.13万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -39,900 | -100.0% | -$1,403.88万 | 清仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $0 | 0.00% | 0 | -791,000 | -100.0% | -$1,393.74万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -14,700 | -100.0% | -$1,135.78万 | 清仓 |
| — | CARLSMED INC | $0 | 0.00% | 0 | -1,252,600 | -100.0% | -$1,133.60万 | 清仓 |
| QGEN | QIAGEN NV 看涨期权 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$1,001.00万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -59,600 | -100.0% | -$830.65万 | 清仓 |
| — | HERON THERAPEUTICS INC | $0 | 0.00% | 0 | -9,816,940 | -100.0% | -$785.45万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -475,165 | -100.0% | -$709.42万 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -1,150,646 | -100.0% | -$636.31万 | 清仓 |
| — | ADC THERAPEUTICS SA | $0 | 0.00% | 0 | -1,318,026 | -100.0% | -$494.26万 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | -243,006 | -100.0% | -$345.31万 | 清仓 |
| — | SOLENO THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$334.80万 | 清仓 |
| JBIO | JADE BIOSCIENCES INC | $0 | 0.00% | 0 | -185,011 | -100.0% | -$259.94万 | 清仓 |
| CCCC | C4 THERAPEUTICS INC | $0 | 0.00% | 0 | -856,353 | -100.0% | -$225.22万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -94,400 | -100.0% | -$190.03万 | 清仓 |
| — | VISTAGEN THERAPEUTICS INC | $0 | 0.00% | 0 | -3,060,000 | -100.0% | -$174.88万 | 清仓 |
| — | TRAWS PHARMA INC | $101.47万 | 0.02% | 1,203,260 | 597,729 | 98.7% | $50.41万 | 加仓 |
| — | VIRIDIAN THERAPEUTICS INC | $107.27万 | 0.02% | 1,000,000 | 1,000,000 | — | $107.27万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $122.75万 | 0.02% | 1,000,000 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP I 看跌期权 | $136.53万 | 0.03% | 92,500 | 92,500 | — | $136.53万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $177.81万 | 0.03% | 269,000 | 269,000 | — | $177.81万 | 新建仓 |
| OVID | OVID THERAPEUTICS INC | $200.94万 | 0.04% | 747,000 | 747,000 | — | $200.94万 | 新建仓 |
| BLTE | BELITE BIO INC | $204.80万 | 0.04% | 13,300 | 13,300 | — | $204.80万 | 新建仓 |
| EVMN | EVOMMUNE INC | $213.97万 | 0.04% | 161,000 | 161,000 | — | $213.97万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $216.04万 | 0.04% | 220,000 | 62,700 | 39.9% | $61.57万 | 重新持有 |
| — | INSPIREMD INC | $219.37万 | 0.04% | 3,133,405 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $219.79万 | 0.04% | 25,800 | 25,800 | — | $219.79万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $222.97万 | 0.04% | 421,500 | 421,500 | — | $222.97万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $223.95万 | 0.04% | 35,581 | -118,819 | -77.0% | -$747.85万 | 重新持有 |
| AGMB | AGOMAB THERAPEUTICS NV | $250.18万 | 0.05% | 192,740 | 192,740 | — | $250.18万 | 新建仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $319.26万 | 0.06% | 76,616 | 76,616 | — | $319.26万 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $325.79万 | 0.06% | 102,000 | 102,000 | — | $325.79万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $329.39万 | 0.06% | 183,400 | 183,400 | — | $329.39万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $346.61万 | 0.07% | 137,000 | 137,000 | — | $346.61万 | 新建仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $363.78万 | 0.07% | 2,139,882 | 2,139,882 | — | $363.78万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY 看涨期权 | $386.73万 | 0.07% | 10,000 | 10,000 | — | $386.73万 | 新建仓 |
| AORT | ARTIVION INC | $393.23万 | 0.08% | 175,000 | 24,000 | 15.9% | $53.93万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $400.51万 | 0.08% | 49,100 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $415.63万 | 0.08% | 10,000 | 10,000 | — | $415.63万 | 新建仓 |
| — | ATAIBECKLEY INC | $420.28万 | 0.08% | 797,500 | 450,500 | 129.8% | $237.41万 | 加仓 |
| — | REVOLUTION MEDICINES INC | $437.97万 | 0.08% | 3,500,000 | 3,500,000 | — | $437.97万 | 新建仓 |
| PALI | PALISADE BIO INC | $487.60万 | 0.09% | 2,333,000 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $511.75万 | 0.10% | 17,000 | -102,000 | -85.7% | -$3,070.51万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $516.06万 | 0.10% | 42,100 | 0 | 0.0% | — | 不变 |
| — | IMAGENEBIO INC | $536.47万 | 0.10% | 909,269 | 530,713 | 140.2% | $313.12万 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC | $567.38万 | 0.11% | 191,100 | -476,200 | -71.4% | -$1,413.84万 | 减仓 |
| — | XILIO THERAPEUTICS INC | $567.42万 | 0.11% | 592,300 | 592,300 | — | $567.42万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $589.43万 | 0.11% | 5,000,000 | 5,000,000 | — | $589.43万 | 新建仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $593.32万 | 0.11% | 2,866,256 | 0 | 0.0% | — | 不变 |
| PVLA | PALVELLA THERAPEUTICS INC NE 看涨期权 | $611.28万 | 0.12% | 40,000 | -10,000 | -20.0% | -$152.82万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $652.86万 | 0.12% | 93,000 | 53,000 | 132.5% | $372.06万 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $674.43万 | 0.13% | 1,390,576 | 1,390,576 | — | $674.43万 | 新建仓 |
| ANRO | ALTO NEUROSCIENCE INC | $680.47万 | 0.13% | 257,852 | 90,352 | 53.9% | $238.44万 | 加仓 |
| PHVS | PHARVARIS N V | $710.27万 | 0.14% | 205,400 | 0 | 0.0% | — | 不变 |
| — | ADICET BIO INC | $729.90万 | 0.14% | 844,787 | -183,157 | -17.8% | -$158.25万 | 减仓 |
| TECX | TECTONIC THERAPEUTIC INC | $778.94万 | 0.15% | 226,600 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC | $805.94万 | 0.15% | 524,700 | -458,900 | -46.7% | -$704.87万 | 减仓 |
| KROS | KEROS THERAPEUTICS INC | $812.30万 | 0.16% | 759,155 | 0 | 0.0% | — | 不变 |
| TARA | PROTARA THERAPEUTICS INC | $848.04万 | 0.16% | 2,220,000 | 2,220,000 | — | $848.04万 | 新建仓 |
| ERAS | ERASCA INC | $908.49万 | 0.17% | 495,900 | 495,900 | — | $908.49万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC 看涨期权 | $936.40万 | 0.18% | 50,000 | 50,000 | — | $936.40万 | 新建仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $1,014.67万 | 0.19% | 947,400 | 447,400 | 89.5% | $479.17万 | 加仓 |
| — | SPRUCE BIOSCIENCES INC | $1,080.00万 | 0.21% | 200,000 | 200,000 | — | $1,080.00万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,121.02万 | 0.21% | 115,000 | 115,000 | — | $1,121.02万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,320.32万 | 0.25% | 70,500 | 18,500 | 35.6% | $346.47万 | 加仓 |
| BIIB | BIOGEN INC | $1,330.93万 | 0.25% | 61,600 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $1,362.00万 | 0.26% | 2,000,000 | 2,000,000 | — | $1,362.00万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,437.29万 | 0.27% | 253,000 | 253,000 | — | $1,437.29万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $1,457.58万 | 0.28% | 157,423 | 157,423 | — | $1,457.58万 | 新建仓 |
| WAT | WATERS CORP | $1,511.41万 | 0.29% | 40,300 | 40,300 | — | $1,511.41万 | 新建仓 |
| EYPT | EYEPOINT INC | $1,528.88万 | 0.29% | 1,069,147 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $1,542.53万 | 0.29% | 548,163 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $1,585.94万 | 0.30% | 369,596 | 0 | 0.0% | — | 不变 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $1,629.58万 | 0.31% | 1,737,287 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $1,652.60万 | 0.32% | 186,145 | 186,145 | — | $1,652.60万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,718.84万 | 0.33% | 365,400 | -438,600 | -54.6% | -$2,063.17万 | 减仓 |
| SVA | SINOVAC BIOTECH LTD | $1,759.01万 | 0.34% | 2,718,735 | 0 | 0.0% | — | 不变 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $1,801.91万 | 0.34% | 3,934,296 | -231,704 | -5.6% | -$106.12万 | 减仓 |
| LXEO | LEXEO THERAPEUTICS INC | $1,837.72万 | 0.35% | 3,947,850 | 345,400 | 9.6% | $160.78万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC 看涨期权 | $1,838.70万 | 0.35% | 150,000 | 150,000 | — | $1,838.70万 | 新建仓 |
| BIOA | BIOAGE LABS INC | $1,843.53万 | 0.35% | 752,153 | 40,342 | 5.7% | $98.88万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,852.00万 | 0.35% | 1,852,000 | 426,800 | 29.9% | $426.80万 | 加仓 |
| — | CYBIN INC | $2,162.40万 | 0.41% | 3,271,400 | -561,443 | -14.6% | -$371.11万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $2,182.24万 | 0.42% | 2,015,000 | -678,929 | -25.2% | -$735.28万 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $2,366.67万 | 0.45% | 3,333,333 | 3,333,333 | — | $2,366.67万 | 新建仓 |
| NPCE | NEUROPACE INC | $2,391.64万 | 0.46% | 1,505,125 | -591,402 | -28.2% | -$939.74万 | 减仓 |
| SVRA | SAVARA INC | $2,439.30万 | 0.47% | 3,959,900 | 3,324,900 | 523.6% | $2,048.14万 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $2,469.89万 | 0.47% | 743,944 | -57,200 | -7.1% | -$189.90万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $2,488.37万 | 0.48% | 676,187 | -199,300 | -22.8% | -$733.42万 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC | $2,512.79万 | 0.48% | 3,631,195 | -1,084,669 | -23.0% | -$750.59万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,534.54万 | 0.48% | 70,600 | 70,600 | — | $2,534.54万 | 新建仓 |