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 |
|---|---|---|---|---|---|---|---|---|
| — | SOLENO THERAPEUTICS INC 看涨期权 | $334.80万 | 0.07% | 100,000 | 100,000 | — | $334.80万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $334.52万 | 0.07% | 49,100 | 25,900 | 111.6% | $176.46万 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $318.50万 | 0.07% | 500,000 | 500,000 | — | $318.50万 | 新建仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $291.88万 | 0.06% | 40,000 | 40,000 | — | $291.88万 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC | $259.94万 | 0.05% | 185,011 | -346,152 | -65.2% | -$486.34万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $225.22万 | 0.05% | 856,353 | -548,549 | -39.0% | -$144.27万 | 减仓 |
| — | KALVISTA PHARMACEUTICALS INC | $190.03万 | 0.04% | 94,400 | -288,000 | -75.3% | -$579.74万 | 减仓 |
| — | IMAGENEBIO INC | $189.28万 | 0.04% | 378,556 | 0 | 0.0% | — | 不变 |
| — | VISTAGEN THERAPEUTICS INC | $174.88万 | 0.04% | 3,060,000 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $122.84万 | 0.03% | 347,000 | 347,000 | — | $122.84万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $122.00万 | 0.03% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | TRAWS PHARMA INC | $110.81万 | 0.02% | 605,531 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,153,300 | -100.0% | -$8,699.33万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,429,868 | -100.0% | -$6,103.83万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -205,000 | -100.0% | -$5,642.22万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -1,642,891 | -100.0% | -$5,564.47万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -105,200 | -100.0% | -$5,125.87万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -2,190,907 | -100.0% | -$4,754.27万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -619,530 | -100.0% | -$4,468.67万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -314,240 | -100.0% | -$4,456.87万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -351,716 | -100.0% | -$3,572.03万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -555,789 | -100.0% | -$2,618.32万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -1,226,700 | -100.0% | -$1,642.55万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC | $0 | 0.00% | 0 | -3,525,650 | -100.0% | -$1,501.93万 | 清仓 |
| VIR | VIR BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -2,380,715 | -100.0% | -$1,435.57万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,278.75万 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -729,900 | -100.0% | -$1,039.38万 | 清仓 |
| — | REPARE THERAPEUTICS INC | $0 | 0.00% | 0 | -3,322,488 | -100.0% | -$863.85万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -85,664 | -100.0% | -$854.41万 | 清仓 |
| — | PMV PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4,975,291 | -100.0% | -$621.91万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -25,400 | -100.0% | -$442.06万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $0 | 0.00% | 0 | -56,000 | -100.0% | -$95.20万 | 清仓 |
| — | VISTAGEN THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -45,200 | -100.0% | -$2.99万 | 清仓 |