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 |
|---|---|---|---|---|---|---|---|---|
| EWTX | EDGEWISE THERAPEUTICS INC | $6.31亿 | 12.06% | 15,518,492 | 0 | 0.0% | — | 不变 |
| ELVN | ENLIVEN THERAPEUTICS INC | $3.44亿 | 6.58% | 6,776,632 | -1,182,906 | -14.9% | -$6,003.25万 | 减仓 |
| LLY | ELI LILLY & CO | $3.09亿 | 5.91% | 257,900 | 21,100 | 8.9% | $2,530.80万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $1.89亿 | 3.62% | 3,428,736 | -209,151 | -5.7% | -$1,154.51万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1.71亿 | 3.27% | 915,700 | 245,500 | 36.6% | $4,586.66万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1.19亿 | 2.27% | 2,209,400 | 733,997 | 49.7% | $3,939.36万 | 加仓 |
| SION | SIONNA THERAPEUTICS INC | $1.12亿 | 2.15% | 2,555,877 | -974,825 | -27.6% | -$4,288.26万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1.07亿 | 2.05% | 7,165,006 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA INC | $1.05亿 | 2.01% | 3,027,328 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $8,757.25万 | 1.67% | 583,700 | 148,500 | 34.1% | $2,227.95万 | 加仓 |
| ARGX | ARGENX SE | $8,617.13万 | 1.65% | 92,880 | -44,020 | -32.2% | -$4,084.04万 | 减仓 |
| MRK | MERCK & CO INC | $8,524.69万 | 1.63% | 663,400 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $8,325.28万 | 1.59% | 1,807,486 | -328,663 | -15.4% | -$1,513.82万 | 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 |
| EW | EDWARDS LIFESCIENCES CORP | $7,552.51万 | 1.44% | 834,900 | -395,700 | -32.2% | -$3,579.50万 | 减仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $7,315.20万 | 1.40% | 13,724,571 | 2,815,315 | 25.8% | $1,500.56万 | 加仓 |
| ABVX | ABIVAX SA | $7,282.95万 | 1.39% | 546,522 | 80,822 | 17.4% | $1,077.03万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $7,186.45万 | 1.37% | 3,235,684 | 317,800 | 10.9% | $705.83万 | 加仓 |
| NTRA | NATERA INC | $7,111.99万 | 1.36% | 262,000 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $6,911.74万 | 1.32% | 972,800 | 24,533 | 2.6% | $174.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $6,695.80万 | 1.28% | 161,100 | 161,100 | — | $6,695.80万 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $6,639.10万 | 1.27% | 8,288,510 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $6,520.13万 | 1.25% | 244,456 | 244,456 | — | $6,520.13万 | 新建仓 |
| HUM | HUMANA INC | $6,518.38万 | 1.25% | 164,100 | 164,100 | — | $6,518.38万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $6,506.63万 | 1.24% | 1,681,300 | 1,359,200 | 422.0% | $5,260.10万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $6,330.30万 | 1.21% | 1,483,200 | -898,900 | -37.7% | -$3,836.51万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $6,279.37万 | 1.20% | 157,900 | -50,800 | -24.3% | -$2,020.21万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $5,693.59万 | 1.09% | 2,110,300 | 57,400 | 2.8% | $154.87万 | 加仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $5,615.24万 | 1.07% | 3,001,198 | 3,001,198 | — | $5,615.24万 | 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 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $5,354.12万 | 1.02% | 2,042,000 | 2,042,000 | — | $5,354.12万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,329.85万 | 1.02% | 925,000 | 0 | 0.0% | — | 不变 |
| QTTB | Q32 BIO INC | $5,259.06万 | 1.01% | 4,127,987 | 1,875,000 | 83.2% | $2,388.75万 | 加仓 |
| SYK | STRYKER CORPORATION | $5,009.10万 | 0.96% | 159,100 | -23,400 | -12.8% | -$736.73万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $5,001.74万 | 0.96% | 2,806,811 | 0 | 0.0% | — | 不变 |
| 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 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,547.34万 | 0.87% | 90,700 | 44,200 | 95.1% | $2,216.01万 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $4,467.85万 | 0.85% | 292,360 | 157,760 | 117.2% | $2,410.89万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,435.79万 | 0.85% | 114,700 | 0 | 0.0% | — | 不变 |
| STTK | SHATTUCK LABS INC | $4,376.45万 | 0.84% | 6,306,127 | 0 | 0.0% | — | 不变 |
| UPB | UPSTREAM BIO INC | $3,939.96万 | 0.75% | 5,693,589 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $3,738.26万 | 0.71% | 999,000 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $3,585.16万 | 0.69% | 322,900 | 8,800 | 2.8% | $97.71万 | 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 |
| — | FORTE BIOSCIENCES INC | $3,352.62万 | 0.64% | 1,577,705 | 380,750 | 31.8% | $809.09万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $3,333.18万 | 0.64% | 15,219,994 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $3,248.58万 | 0.62% | 465,346 | 190,346 | 69.2% | $1,328.81万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $3,092.29万 | 0.59% | 83,200 | 14,100 | 20.4% | $524.05万 | 加仓 |
| — | PRELUDE THERAPEUTICS INC | $3,027.54万 | 0.58% | 5,680,186 | -530,713 | -8.5% | -$282.87万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $2,877.96万 | 0.55% | 117,578 | -96,343 | -45.0% | -$2,358.19万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $2,689.74万 | 0.51% | 420,600 | 240,001 | 132.9% | $1,534.81万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $2,667.50万 | 0.51% | 1,430,293 | -1,024,107 | -41.7% | -$1,909.96万 | 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 |
| IRON | DISC MEDICINE INC | $2,615.01万 | 0.50% | 357,535 | -710,015 | -66.5% | -$5,193.05万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,534.54万 | 0.48% | 70,600 | 70,600 | — | $2,534.54万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $2,512.79万 | 0.48% | 3,631,195 | -1,084,669 | -23.0% | -$750.59万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $2,488.37万 | 0.48% | 676,187 | -199,300 | -22.8% | -$733.42万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $2,469.89万 | 0.47% | 743,944 | -57,200 | -7.1% | -$189.90万 | 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 |
| NPCE | NEUROPACE INC | $2,391.64万 | 0.46% | 1,505,125 | -591,402 | -28.2% | -$939.74万 | 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 |
| ORIC | ORIC PHARMACEUTICALS INC | $2,182.24万 | 0.42% | 2,015,000 | -678,929 | -25.2% | -$735.28万 | 减仓 |
| — | CYBIN INC | $2,162.40万 | 0.41% | 3,271,400 | -561,443 | -14.6% | -$371.11万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,852.00万 | 0.35% | 1,852,000 | 426,800 | 29.9% | $426.80万 | 加仓 |
| BIOA | BIOAGE LABS INC | $1,843.53万 | 0.35% | 752,153 | 40,342 | 5.7% | $98.88万 | 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 |
| LXEO | LEXEO THERAPEUTICS INC | $1,837.72万 | 0.35% | 3,947,850 | 345,400 | 9.6% | $160.78万 | 加仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $1,801.91万 | 0.34% | 3,934,296 | -231,704 | -5.6% | -$106.12万 | 减仓 |
| SVA | SINOVAC BIOTECH LTD | $1,759.01万 | 0.34% | 2,718,735 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,718.84万 | 0.33% | 365,400 | -438,600 | -54.6% | -$2,063.17万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1,652.60万 | 0.32% | 186,145 | 186,145 | — | $1,652.60万 | 新建仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $1,629.58万 | 0.31% | 1,737,287 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $1,585.94万 | 0.30% | 369,596 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $1,542.53万 | 0.29% | 548,163 | 0 | 0.0% | — | 不变 |
| EYPT | EYEPOINT INC | $1,528.88万 | 0.29% | 1,069,147 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1,511.41万 | 0.29% | 40,300 | 40,300 | — | $1,511.41万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $1,457.58万 | 0.28% | 157,423 | 157,423 | — | $1,457.58万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,437.29万 | 0.27% | 253,000 | 253,000 | — | $1,437.29万 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $1,362.00万 | 0.26% | 2,000,000 | 2,000,000 | — | $1,362.00万 | 新建仓 |
| BIIB | BIOGEN INC | $1,330.93万 | 0.25% | 61,600 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $1,320.32万 | 0.25% | 70,500 | 18,500 | 35.6% | $346.47万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,121.02万 | 0.21% | 115,000 | 115,000 | — | $1,121.02万 | 新建仓 |
| — | SPRUCE BIOSCIENCES INC | $1,080.00万 | 0.21% | 200,000 | 200,000 | — | $1,080.00万 | 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 |
| RVMD | REVOLUTION MEDICINES INC 看涨期权 | $936.40万 | 0.18% | 50,000 | 50,000 | — | $936.40万 | 新建仓 |
| ERAS | ERASCA INC | $908.49万 | 0.17% | 495,900 | 495,900 | — | $908.49万 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $848.04万 | 0.16% | 2,220,000 | 2,220,000 | — | $848.04万 | 新建仓 |
| KROS | KEROS THERAPEUTICS INC | $812.30万 | 0.16% | 759,155 | 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 |
| TECX | TECTONIC THERAPEUTIC INC | $778.94万 | 0.15% | 226,600 | 0 | 0.0% | — | 不变 |
| — | ADICET BIO INC | $729.90万 | 0.14% | 844,787 | -183,157 | -17.8% | -$158.25万 | 减仓 |
| PHVS | PHARVARIS N V | $710.27万 | 0.14% | 205,400 | 0 | 0.0% | — | 不变 |
| ANRO | ALTO NEUROSCIENCE INC | $680.47万 | 0.13% | 257,852 | 90,352 | 53.9% | $238.44万 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $674.43万 | 0.13% | 1,390,576 | 1,390,576 | — | $674.43万 | 新建仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $652.86万 | 0.12% | 93,000 | 53,000 | 132.5% | $372.06万 | 加仓 |
| 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 |
| ALXO | ALX ONCOLOGY HLDGS INC | $593.32万 | 0.11% | 2,866,256 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC | $589.43万 | 0.11% | 5,000,000 | 5,000,000 | — | $589.43万 | 新建仓 |
| — | XILIO THERAPEUTICS INC | $567.42万 | 0.11% | 592,300 | 592,300 | — | $567.42万 | 新建仓 |
| BCAX | BICARA THERAPEUTICS INC | $567.38万 | 0.11% | 191,100 | -476,200 | -71.4% | -$1,413.84万 | 减仓 |