ORBIMED ADVISORS LLC
CIK 1055951 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- EWTX8.36%
- SVA6.96%
- BSX5.88%
- LLY5.43%
- ISRG4.37%
- ELVN3.73%
- NBIX2.67%
- SYK2.58%
- SRPT2.44%
- ARGX2.43%
Share classes counted separately44.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NBIXWeight increased · +2.03 pp0.64% → 2.67%Shares +635.90K (+210.41%)
- BIIBWeight decreased · -1.28 pp2.90% → 1.62%Shares -303.90K (-37.38%)
- MRKWeight decreased · -1.03 pp2.75% → 1.72%Shares -486.10K (-36.94%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EWTXEDGEWISE THERAPEUTICS INC View history and evidence | $401.08M | 8.36% | 15.02M shares | 7.37% → 8.36%+0.99 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | SVASINOVAC BIOTECH LTDSHS View history and evidence | $334.00M | 6.96% | 2.72M shares | 6.25% → 6.96%+0.71 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | BSXBOSTON SCIENTIFIC CORP View history and evidence | $282.28M | 5.88% | 3.16M shares | 5.04% → 5.88%+0.84 pp -112.70K (-3.44%) | Reduced | ↗▾ |
| 04 | LLYELI LILLY & CO View history and evidence | $260.63M | 5.43% | 337.60K shares | 5.50% → 5.43%-0.07 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | ISRGINTUITIVE SURGICAL INCCOM NEW View history and evidence | $209.67M | 4.37% | 401.70K shares | 3.92% → 4.37%+0.45 pp -32.10K (-7.40%) | Reduced | ↗▾ |
| 06 | ELVNENLIVEN THERAPEUTICS INC View history and evidence | $179.09M | 3.73% | 7.96M shares | 3.74% → 3.73%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | NBIXNEUROCRINE BIOSCIENCES INC View history and evidence | $128.05M | 2.67% | 938.12K shares | 0.64% → 2.67%+2.03 pp +635.90K (+210.41%) | Added | ↗▾ |
| 08 | SYKSTRYKER CORP View history and evidence | $124.00M | 2.58% | 344.40K shares | 2.29% → 2.58%+0.29 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | SRPTSAREPTA THERAPEUTICS INC View history and evidence | $117.14M | 2.44% | 963.40K shares | 2.19% → 2.44%+0.25 pp +8.90K (+0.93%) | Added | ↗▾ |
| 10 | ARGXARGENX SE - ADRSPONSORED ADR View history and evidence | $116.67M | 2.43% | 189.70K shares | 2.04% → 2.43%+0.39 pp -14.80K (-7.24%) | Reduced | ↗▾ |
Options overlay 7
$45.35M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
GILDGILEAD SCIENCES INC View history and evidence | Call | 200.00K | $18.47M | +200.00K | ▾ |
UHSUNIVERSAL HEALTH SERVICES-BCL B View history and evidence | Call | 50.00K | $8.97M | +50.00K | ▾ |
PFEPFIZER INC View history and evidence | Call | 250.00K | $6.63M | +250.00K | ▾ |
3 / 7 options · preview only
Exited positions 25
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMGN AMGEN INC | Non-derivative | -252,300 | -$81.29M | SEC filing ↗ | SEC filing ↗ |
| ELV ELEVANCE HEALTH INC | Non-derivative | -106,200 | -$55.22M | SEC filing ↗ | SEC filing ↗ |
| REGN REGENERON PHARMACEUTICALS | Non-derivative | -45,200 | -$47.52M | SEC filing ↗ | SEC filing ↗ |
3 / 25 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1055951 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4861409522
}Research all 117 reported holdings.
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