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 |
|---|---|---|---|---|---|---|---|---|
| EWTX | EDGEWISE THERAPEUTICS INC | $4.89亿 | 10.02% | 15,518,492 | 0 | 0.0% | — | 不变 |
| ELVN | ENLIVEN THERAPEUTICS INC | $3.12亿 | 6.40% | 7,959,538 | 0 | 0.0% | — | 不变 |
| — | MDXHEALTH SA 看涨期权 | $2.86亿 | 5.86% | 124,306,000 | 124,306,000 | — | $2.86亿 | 新建仓 |
| LLY | ELI LILLY & CO | $2.18亿 | 4.46% | 236,800 | -64,400 | -21.4% | -$5,923.32万 | 减仓 |
| — | AVITA MEDICAL INC 看涨期权 | $1.54亿 | 3.17% | 40,966,100 | 40,966,100 | — | $1.54亿 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.49亿 | 3.06% | 2,382,100 | -37,200 | -1.5% | -$233.43万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $1.42亿 | 2.90% | 3,530,702 | -30,953 | -0.9% | -$124.09万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1.32亿 | 2.71% | 670,200 | 670,200 | — | $1.32亿 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $1.23亿 | 2.52% | 125,000,000 | 125,000,000 | — | $1.23亿 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $1.09亿 | 2.23% | 3,637,887 | -297,316 | -7.6% | -$887.49万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1.05亿 | 2.15% | 7,165,006 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $9,997.12万 | 2.05% | 136,900 | -9,100 | -6.2% | -$664.53万 | 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 |
| ISRG | INTUITIVE SURGICAL INC | $9,620.86万 | 1.97% | 208,700 | -54,700 | -20.8% | -$2,521.62万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $8,051.38万 | 1.65% | 15,219,994 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $7,980.04万 | 1.64% | 663,400 | 663,400 | — | $7,980.04万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $7,111.44万 | 1.46% | 1,475,403 | 313,600 | 27.0% | $1,511.55万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $6,984.05万 | 1.43% | 3,027,328 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $6,825.91万 | 1.40% | 1,067,550 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS INC | $6,655.67万 | 1.36% | 8,288,510 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $6,417.87万 | 1.32% | 948,267 | -568,283 | -37.5% | -$3,846.14万 | 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 |
| SYK | STRYKER CORPORATION | $5,996.77万 | 1.23% | 182,500 | -142,500 | -43.8% | -$4,682.41万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,610.12万 | 1.15% | 925,000 | 150,000 | 19.4% | $909.75万 | 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 |
| PRAX | PRAXIS PRECISION MEDICINES I | $5,557.78万 | 1.14% | 172,500 | 78,000 | 82.5% | $2,513.08万 | 加仓 |
| PFE | PFIZER INC | $5,465.77万 | 1.12% | 1,946,500 | 293,600 | 17.8% | $824.43万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $5,290.12万 | 1.08% | 2,917,884 | 715,700 | 32.5% | $1,297.56万 | 加仓 |
| NTRA | NATERA INC | $5,239.74万 | 1.07% | 262,000 | -103,800 | -28.4% | -$2,075.90万 | 减仓 |
| ABVX | ABIVAX SA | $5,185.57万 | 1.06% | 465,700 | 97,800 | 26.6% | $1,089.00万 | 加仓 |
| UPB | UPSTREAM BIO INC | $5,124.23万 | 1.05% | 5,693,589 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $5,039.57万 | 1.03% | 265,800 | -34,000 | -11.3% | -$644.64万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $5,018.58万 | 1.03% | 2,806,811 | -309,200 | -9.9% | -$552.85万 | 减仓 |
| — | AVITA MEDICAL INC | $4,251.61万 | 0.87% | 41,044,895 | 41,044,895 | — | $4,251.61万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $4,162.36万 | 0.85% | 181,977 | 10,000 | 5.8% | $228.73万 | 加仓 |
| STTK | SHATTUCK LABS INC | $4,054.84万 | 0.83% | 6,306,127 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $4,019.94万 | 0.82% | 435,200 | 435,200 | — | $4,019.94万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3,937.35万 | 0.81% | 119,000 | -169,800 | -58.8% | -$5,618.17万 | 减仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $3,730.97万 | 0.76% | 10,909,256 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $3,628.37万 | 0.74% | 999,000 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $3,615.69万 | 0.74% | 213,921 | -39,200 | -15.5% | -$662.56万 | 减仓 |
| QURE | UNIQURE NV | $3,492.60万 | 0.72% | 2,136,149 | 1,398,749 | 189.7% | $2,286.95万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $3,413.21万 | 0.70% | 2,693,929 | -947,827 | -26.0% | -$1,200.90万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3,357.84万 | 0.69% | 114,700 | 15,600 | 15.7% | $456.69万 | 加仓 |
| RLMD | RELMADA THERAPEUTICS INC | $3,282.24万 | 0.67% | 4,715,864 | 2,105,264 | 80.6% | $1,465.26万 | 加仓 |
| — | FORTE BIOSCIENCES INC | $3,100.11万 | 0.64% | 1,196,955 | 0 | 0.0% | — | 不变 |
| TRVI | TREVI THERAPEUTICS INC | $2,928.10万 | 0.60% | 2,454,400 | -736,300 | -23.1% | -$878.41万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $2,896.26万 | 0.59% | 10,570,300 | 4,604,802 | 77.2% | $1,261.72万 | 加仓 |
| NPCE | NEUROPACE INC | $2,756.93万 | 0.57% | 2,096,527 | -309,808 | -12.9% | -$407.40万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $2,731.73万 | 0.56% | 314,100 | 74,300 | 31.0% | $646.19万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,285.61万 | 0.47% | 46,500 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,247.93万 | 0.46% | 962,300 | 962,300 | — | $2,247.93万 | 新建仓 |
| — | IMAGENEBIO INC | $2,207.98万 | 0.45% | 6,210,899 | 0 | 0.0% | — | 不变 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $2,121.13万 | 0.43% | 497,800 | 9,300 | 1.9% | $39.63万 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC | $2,067.81万 | 0.42% | 3,602,450 | 1,477,450 | 69.5% | $848.06万 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $1,995.65万 | 0.41% | 801,144 | 801,144 | — | $1,995.65万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $1,978.62万 | 0.41% | 275,000 | 275,000 | — | $1,978.62万 | 新建仓 |
| — | CYBIN INC | $1,839.76万 | 0.38% | 3,832,843 | -7,657 | -0.2% | -$3.68万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $1,784.99万 | 0.37% | 69,100 | -50,700 | -42.3% | -$1,309.68万 | 减仓 |
| SVA | SINOVAC BIOTECH LTD | $1,759.07万 | 0.36% | 2,718,735 | 0 | 0.0% | — | 不变 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $1,677.79万 | 0.34% | 134,600 | 134,600 | — | $1,677.79万 | 新建仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $1,631.31万 | 0.33% | 1,737,287 | 140,000 | 8.8% | $131.46万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $1,574.13万 | 0.32% | 875,487 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,519.56万 | 0.31% | 804,000 | 804,000 | — | $1,519.56万 | 新建仓 |
| VERA | VERA THERAPEUTICS INC | $1,486.88万 | 0.30% | 369,596 | 16,096 | 4.6% | $64.75万 | 加仓 |
| QTTB | Q32 BIO INC | $1,446.42万 | 0.30% | 2,252,987 | 0 | 0.0% | — | 不变 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $1,437.27万 | 0.29% | 4,166,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $1,403.88万 | 0.29% | 39,900 | 39,900 | — | $1,403.88万 | 新建仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $1,393.74万 | 0.29% | 791,000 | 791,000 | — | $1,393.74万 | 新建仓 |
| EYPT | EYEPOINT INC | $1,378.13万 | 0.28% | 1,069,147 | -1,399,167 | -56.7% | -$1,803.53万 | 减仓 |
| JANX | JANUX THERAPEUTICS INC | $1,367.20万 | 0.28% | 983,600 | -970,826 | -49.7% | -$1,349.45万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,356.79万 | 0.28% | 1,425,200 | -316,600 | -18.2% | -$301.40万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $1,327.26万 | 0.27% | 667,300 | 458,200 | 219.1% | $911.36万 | 加仓 |
| BIOA | BIOAGE LABS INC | $1,244.96万 | 0.26% | 711,811 | -79,090 | -10.0% | -$138.33万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1,239.76万 | 0.25% | 322,100 | -48,900 | -13.2% | -$188.22万 | 减仓 |
| ALMS | ALUMIS INC | $1,207.60万 | 0.25% | 548,163 | -554,567 | -50.3% | -$1,221.71万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,135.78万 | 0.23% | 14,700 | 14,700 | — | $1,135.78万 | 新建仓 |
| — | CARLSMED INC | $1,133.60万 | 0.23% | 1,252,600 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1,129.31万 | 0.23% | 61,600 | 61,600 | — | $1,129.31万 | 新建仓 |
| QGEN | QIAGEN NV 看涨期权 | $1,001.00万 | 0.21% | 250,000 | 250,000 | — | $1,001.00万 | 新建仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $869.58万 | 0.18% | 180,599 | -6,600 | -3.5% | -$31.78万 | 减仓 |
| KROS | KEROS THERAPEUTICS INC | $838.11万 | 0.17% | 759,155 | -45,057 | -5.6% | -$49.74万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $830.65万 | 0.17% | 59,600 | 59,600 | — | $830.65万 | 新建仓 |
| — | HERON THERAPEUTICS INC | $785.45万 | 0.16% | 9,816,940 | 9,816,940 | — | $785.45万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $709.42万 | 0.15% | 475,165 | -712,135 | -60.0% | -$1,063.22万 | 减仓 |
| TECX | TECTONIC THERAPEUTIC INC | $700.42万 | 0.14% | 226,600 | -348,000 | -60.6% | -$1,075.67万 | 减仓 |
| — | ADICET BIO INC | $700.03万 | 0.14% | 1,027,944 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $636.31万 | 0.13% | 1,150,646 | 1,150,646 | — | $636.31万 | 新建仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE 看涨期权 | $623.25万 | 0.13% | 50,000 | 50,000 | — | $623.25万 | 新建仓 |
| PHVS | PHARVARIS N V | $580.25万 | 0.12% | 205,400 | 0 | 0.0% | — | 不变 |
| ALXO | ALX ONCOLOGY HLDGS INC | $574.68万 | 0.12% | 2,866,256 | 2,866,256 | — | $574.68万 | 新建仓 |
| AORT | ARTIVION INC | $552.96万 | 0.11% | 151,000 | 151,000 | — | $552.96万 | 新建仓 |
| — | INSPIREMD INC | $510.75万 | 0.10% | 3,133,405 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $505.70万 | 0.10% | 52,000 | 26,100 | 100.8% | $253.82万 | 加仓 |
| — | ADC THERAPEUTICS SA | $494.26万 | 0.10% | 1,318,026 | -4,504,828 | -77.4% | -$1,689.31万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $443.73万 | 0.09% | 42,100 | 20,400 | 94.0% | $215.02万 | 加仓 |
| PALI | PALISADE BIO INC | $408.27万 | 0.08% | 2,333,000 | 461,580 | 24.7% | $80.78万 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC | $376.54万 | 0.08% | 167,500 | 42,500 | 34.0% | $95.54万 | 加仓 |
| SVRA | SAVARA INC | $346.71万 | 0.07% | 635,000 | 635,000 | — | $346.71万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $345.31万 | 0.07% | 243,006 | -27,000 | -10.0% | -$38.37万 | 减仓 |