Mga Batayang Estadistika
Manajer Samuel Isaly
Profil Orang Dalam ORBIMED ADVISORS LLC
Nilai Portofolio $ 4,004,110,774
Posisi Saat Ini 102
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Orbimed Advisors Llc telah mengungkapkan total kepemilikan 102 dalam pengajuan SEC terbaru mereka. Manajer portofolio tercantum sebagai Samuel Isaly. Nilai portofolio terbaru dihitung sebesar $ 4,004,110,774 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Orbimed Advisors Llc adalah Sinovac Biotech, Ltd. (US:SVA) , Boston Scientific Corporation (US:BSX) , Eli Lilly and Company (US:LLY) , Edgewise Therapeutics, Inc. (US:EWTX) , and Enliven Therapeutics, Inc. (US:ELVN) . Posisi baru Orbimed Advisors Llc meliputi: Caris Life Sciences, Inc. (US:CAI) , Roivant Sciences Ltd. (US:ROIV) , UnitedHealth Group Incorporated (US:UNH) , iTeos Therapeutics, Inc. (US:ITOS) , and UroGen Pharma Ltd. (US:URGN) . Industri unggulan Orbimed Advisors Llc adalah "Insurance Agents, Brokers, And Service" (sic 64) , "Engineering, Accounting, Research, Management, And Related Services" (sic 87) , and "Health Services" (sic 80) .

Orbimed Advisors Llc - Nilai Portofolio
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
3.03 81.09 2.0252 2.0252
8.29 144.63 3.6045 1.1187
2.78 31.32 0.7823 0.7823
2.81 302.17 7.5303 0.7647
5.69 62.52 1.5580 0.7273
1.71 133.58 3.3290 0.6819
3.70 64.28 1.6054 0.6815
0.59 100.25 2.4985 0.6544
0.34 111.49 2.7785 0.5505
0.47 81.84 2.0396 0.5485
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
15.52 203.45 5.0702 -2.8084
0.44 55.12 1.3737 -1.0907
0.05 18.85 0.4699 -1.0604
0.20 8.02 0.1998 -0.6008
1.08 35.58 0.8868 -0.5592
0.43 53.30 1.3282 -0.5357
0.00 0.00 -0.4115
2.61 29.12 0.7258 -0.2723
0.72 3.87 0.0965 -0.2354
1.88 48.82 1.2193 -0.2239
Pengajuan 13D/G

Ini adalah daftar pengajuan 13D dan 13G yang dibuat dalam setahun terakhir (jika ada). Klik ikon tautan untuk melihat riwayat transaksi lengkap. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup.

Tanggal File Formulir Keamanan Sebelumnya
Saham
Saat ini
Saham
ΔPersentase Saham % Kepemilikan
% ΔKepemilikan
2025-09-02 13D STTK / Shattuck Labs, Inc. 6,306,127 9.99
2025-08-15 13D/A CMPX / Compass Therapeutics, Inc. 15,219,994 15,219,994 0.00 8.90 -19.09
2025-08-14 13G/A AVTX / Avalo Therapeutics, Inc. 967,000 967,000 0.00 8.90 -10.10
2025-08-14 13G/A NPCE / NeuroPace, Inc. 3,406,335 2,614,184 -23.26 8.00 -23.81
2025-08-14 13G CTMX / CytomX Therapeutics, Inc. 8,461,500 5.40
2025-08-14 13G/A VSTM / Verastem, Inc. 2,862,448 1,333,333 -53.42 2.40 -57.14
2025-08-14 13G/A / (98420X103) 134,947 1.70
2025-08-13 13D/A AVBP / ArriVent BioPharma, Inc. 3,027,328 3,027,328 0.00 7.50 -17.58
2025-07-30 13D/A IKNA / Ikena Oncology, Inc. 8,008,913 773,754 -90.34 6.92 -58.59
2025-07-24 13D/A PASG / Passage Bio, Inc. 243,878 132,473 -45.68 4.25 -45.65
2025-06-17 13D/A ELVN / Enliven Therapeutics, Inc. 7,918,163 7,918,163 0.00 13.40 -20.24
2025-05-15 13G/A CCCC / C4 Therapeutics, Inc. 2,925,900 4,655,600 59.12 6.60 57.14
2025-05-15 13G WHWK / Whitehawk Therapeutics, Inc. 4,166,000 8.90
2025-05-15 13G/A NSPR / InspireMD, Inc. 2,133,405 2,133,405 0.00 7.20 -13.25
2025-05-14 13D/A CRVS / Corvus Pharmaceuticals, Inc. 9,785,423 9,785,423 0.00 12.20 -11.59
2025-05-12 13D/A EWTX / Edgewise Therapeutics, Inc. 14,756,096 15,252,867 3.37 14.50 -7.05
2025-04-14 13D/A XTNT / Xtant Medical Holdings, Inc. 73,114,592 0 -100.00 0.00 -100.00
2025-03-12 13D/A IRON / Disc Medicine, Inc. 1,785,571 1,556,369 -12.84 4.50 -25.00
2025-02-14 13G/A CRBP / Corbus Pharmaceuticals Holdings, Inc. 589,200 718,200 21.89 5.90 20.41
2025-02-14 13G ADCT / ADC Therapeutics SA 3,437,813 3.60
2025-02-14 13G RAPT / RAPT Therapeutics, Inc. 13,135,260 9.90
2025-02-14 13G FBRX / Forte Biosciences, Inc. 0 510,000 8.00
2025-02-13 13D SION / Sionna Therapeutics, Inc.
2025-01-29 13D/A TRAW / Traws Pharma, Inc. 605,531 760,824 25.65 19.90 0.00
2024-11-14 13G/A ALXO / ALX Oncology Holdings Inc. 2,255,000 0 -100.00 0.00 -100.00
2024-11-14 13G/A SRRK / Scholar Rock Holding Corporation 2,960,000 503,400 -82.99 0.60 -85.37
2024-11-14 13G/A ELEV / Elevation Oncology, Inc. 3,000,000 2,441,275 -18.62 4.00 -41.18
2024-11-12 13D/A THRD / Third Harmonic Bio, Inc. 5,779,071 5,779,071 0.00 12.80 -10.49
2024-11-08 13D / (54173L101) 2,677,256 9.80
2024-10-25 13D/A TELA / TELA Bio, Inc. 2,124,267 1,182,717 -44.32 4.80 -44.19
2024-10-17 13D UPB / Upstream Bio, Inc. 4,554,873 8.90
2024-09-23 13D MBX / MBX Biosciences, Inc. 3,812,215 12.00
2024-09-16 13D/A TERN / Terns Pharmaceuticals, Inc. 7,562,971 7,562,971 0.00 9.00 -23.08
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-14 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)
ΔSaham
(%)
ΔSaham
(%)
Nilai
($MM)
Portpolyo
(%)
ΔPortofolio
(%)
SVA / Sinovac Biotech, Ltd. 2.72 0.00 334.00 0.00 8.3236 0.3612
BSX / Boston Scientific Corporation 2.81 0.00 302.17 6.47 7.5303 0.7647
LLY / Eli Lilly and Company 0.34 0.00 263.17 -5.62 6.5585 -0.0887
EWTX / Edgewise Therapeutics, Inc. 15.52 3.31 203.45 -38.44 5.0702 -2.8084
ELVN / Enliven Therapeutics, Inc. 7.96 0.00 159.67 1.93 3.9791 0.2448
ISRG / Intuitive Surgical, Inc. 0.29 0.00 158.13 9.72 3.9409 0.5050
SPRY / ARS Pharmaceuticals, Inc. 8.29 0.00 144.63 38.71 3.6045 1.1187
SYK / Stryker Corporation 0.36 0.00 142.11 6.28 3.5416 0.3539
EW / Edwards Lifesciences Corporation 1.71 11.49 133.58 20.30 3.3290 0.6819
ARGX / argenx SE - Depositary Receipt (Common Stock) 0.21 0.63 114.65 -6.28 2.8573 -0.0592
ALNY / Alnylam Pharmaceuticals, Inc. 0.34 -1.21 111.49 19.30 2.7785 0.5505
UNH / UnitedHealth Group Incorporated 0.34 67.15 104.92 -0.44 2.6202 0.1080
NTRA / Natera, Inc. 0.59 8.49 100.25 29.61 2.4985 0.6544
VRTX / Vertex Pharmaceuticals Incorporated 0.21 31.51 93.62 20.76 2.3331 0.4850
THC / Tenet Healthcare Corporation 0.47 0.00 81.84 30.86 2.0396 0.5485
CAI / Caris Life Sciences, Inc. 3.03 81.09 2.0252 2.0252
IRON / Disc Medicine, Inc. 1.42 0.00 74.94 6.69 1.8676 0.1930
AVBP / ArriVent BioPharma, Inc. 3.03 0.00 65.90 17.74 1.6424 0.3080
SION / Sionna Therapeutics, Inc. 3.70 0.00 64.28 65.87 1.6054 0.6815
UPB / Upstream Bio, Inc. 5.69 0.00 62.52 79.41 1.5580 0.7273
NBIX / Neurocrine Biosciences, Inc. 0.44 -53.08 55.12 -46.68 1.3737 -1.0907
ITGR / Integer Holdings Corporation 0.43 -34.58 53.30 -31.83 1.3282 -0.5357
RNA / Avidity Biosciences, Inc. 1.81 0.00 51.49 -3.80 1.2831 0.0073
CGON / CG Oncology, Inc. 1.88 -24.04 48.82 -19.35 1.2193 -0.2239
SIBN / SI-BONE, Inc. 2.58 -25.09 48.54 0.48 1.2096 0.0580
MBX / MBX Biosciences, Inc. 4.00 0.00 45.67 54.61 1.1382 0.4340
AXSM / Axsome Therapeutics, Inc. 0.43 10.65 44.67 -0.96 1.1132 0.0380
CMPX / Compass Therapeutics, Inc. 15.22 -31.94 39.57 -6.87 0.9862 -0.0268
CYTK / Cytokinetics, Incorporated 1.08 -28.64 35.58 -41.33 0.8868 -0.5592
CRNX / Crinetics Pharmaceuticals, Inc. 1.15 15.02 33.05 -1.38 0.8235 0.0247
EXAS / Exact Sciences Corporation 0.61 -10.66 32.27 9.66 0.8043 0.1027
THRD / Third Harmonic Bio, Inc. 5.78 0.00 31.38 56.49 0.7820 0.3040
ROIV / Roivant Sciences Ltd. 2.78 31.32 0.7823 0.7823
XENE / Xenon Pharmaceuticals Inc. 0.95 0.00 29.67 -6.71 0.7394 -0.0188
NPCE / NeuroPace, Inc. 2.61 -23.26 29.12 -30.43 0.7258 -0.2723
CRVS / Corvus Pharmaceuticals, Inc. 7.17 3.19 28.66 29.80 0.7142 0.1878
TERN / Terns Pharmaceuticals, Inc. 7.56 0.00 28.21 35.15 0.7030 0.2054
JANX / Janux Therapeutics, Inc. 1.21 59.55 27.96 36.50 0.6967 0.2085
APLS / Apellis Pharmaceuticals, Inc. 1.48 3.49 25.66 -18.09 0.6394 -0.1073
GPCR / Structure Therapeutics Inc. - Depositary Receipt (Common Stock) 1.20 83.93 24.87 120.39 0.6199 0.3508
SCPH / scPharmaceuticals Inc. 6.06 0.00 23.09 44.87 0.5766 0.1967
CTMX / CytomX Therapeutics, Inc. 8.46 19.21 0.4787 0.4787
TMO / Thermo Fisher Scientific Inc. 0.05 -63.95 18.85 -70.63 0.4699 -1.0604
AGIO / Agios Pharmaceuticals, Inc. 0.56 71.40 18.56 94.56 0.4624 0.2351
TRVI / Trevi Therapeutics, Inc. 3.31 195.39 18.10 156.90 0.4510 0.2831
ADCT / ADC Therapeutics SA 5.91 -1.02 15.83 88.13 0.3945 0.1939
RYTM / Rhythm Pharmaceuticals, Inc. 0.25 -34.60 15.70 -21.98 0.3913 -0.0885
UNH / UnitedHealth Group Incorporated Call 0.05 15.60 0.3896 0.3896
FBRX / Forte Biosciences, Inc. 1.20 101.82 15.48 236.29 0.3857 0.2760
CGEM / Cullinan Therapeutics, Inc. 1.92 0.00 14.49 -0.53 0.3618 0.0146
KROS / Keros Therapeutics, Inc. 1.02 0.00 13.60 31.02 0.3397 0.0922
RAPT / RAPT Therapeutics, Inc. 1.64 13.14 0.0000
IKENA ONCOLOGY INC / NONVOTING (000000000) 12.05 13.13 0.0000
FOLD / Amicus Therapeutics, Inc. 2.29 0.00 13.10 -29.78 0.3264 -0.1182
VIR / Vir Biotechnology, Inc. 2.38 5.89 12.00 -17.64 0.2990 -0.0483
ABCL / AbCellera Biologics Inc. 3.34 -20.00 11.47 23.04 0.2865 0.0642
AKRO / Akero Therapeutics, Inc. 0.21 17.45 11.27 54.82 0.2810 0.1074
MLYS / Mineralys Therapeutics, Inc. 0.76 10.29 0.2564 0.2564
DYN / Dyne Therapeutics, Inc. 1.03 1.65 9.82 -7.48 0.2447 -0.0083
CCCC / C4 Therapeutics, Inc. 6.83 0.00 9.77 -10.62 0.2439 -0.0166
ORIC / ORIC Pharmaceuticals, Inc. 0.90 28.47 9.13 133.67 0.2275 0.1344
CPRX / Catalyst Pharmaceuticals, Inc. 0.42 9.05 0.2255 0.2255
PRLD / Prelude Therapeutics Incorporated 10.91 0.00 8.83 5.38 0.2205 0.0208
CRBP / Corbus Pharmaceuticals Holdings, Inc. 1.17 0.00 8.09 29.95 0.2020 0.0536
ZLAB / Zai Lab Limited - Depositary Receipt (Common Stock) 0.23 8.08 0.2013 0.2013
TARS / Tarsus Pharmaceuticals, Inc. 0.20 -69.73 8.02 -76.13 0.1998 -0.6008
WHWK / Whitehawk Therapeutics, Inc. 4.17 0.00 7.79 5.06 0.1941 0.0174
TYRA / Tyra Biosciences, Inc. 0.80 -54.10 7.70 -52.76 0.1919 -0.1967
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) Call 0.10 6.99 0.1741 0.1741
ACET / Adicet Bio, Inc. 11.45 0.00 6.98 -19.21 0.1744 -0.0316
ITOS / iTeos Therapeutics, Inc. 0.70 6.98 0.1743 0.1743
PMVP / PMV Pharmaceuticals, Inc. 6.48 0.00 6.86 -2.76 0.1714 0.0032
URGN / UroGen Pharma Ltd. 0.48 6.55 0.1637 0.1637
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock) 0.03 5.94 0.1483 0.1483
ALMS / Alumis Inc. 1.93 5.78 0.1443 0.1443
JBIO / Jade Biosciences, Inc. 0.53 5.31 0.1325 0.1325
NSPR / InspireMD, Inc. 2.13 0.00 4.84 -15.62 0.1207 -0.0161
AVTX / Avalo Therapeutics, Inc. 0.97 0.00 4.83 -37.70 0.1203 -0.0644
IKNA / Ikena Oncology, Inc. 3.54 0.00 4.74 4.68 0.1184 0.0104
RPTX / Repare Therapeutics Inc. 3.32 0.00 4.62 41.01 0.1153 0.0372
CGON / CG Oncology, Inc. Call 0.15 3.90 0.0974 0.0974
IMTX / Immatics N.V. 0.72 -76.68 3.87 -72.18 0.0965 -0.2354
BIOA / BioAge Labs, Inc. 0.92 0.00 3.81 9.84 0.0949 0.0122
QTTB / Q32 Bio Inc. 2.25 0.00 3.36 -9.71 0.0838 -0.0048
ENGN / enGene Holdings Inc. 0.68 -23.96 2.47 -38.23 0.0615 -0.0337
PASG / Passage Bio, Inc. 6.06 -13.92 2.42 -2.42 0.0604 0.0012
AMLX / Amylyx Pharmaceuticals, Inc. 0.31 -10.00 2.01 63.04 0.0500 0.0207
MURA / Mural Oncology plc 0.59 1.45 0.0363 0.0363
INSM / Insmed Incorporated 0.01 -53.04 1.35 -38.06 0.0338 -0.0184
KRYS / Krystal Biotech, Inc. 0.01 -60.85 1.26 -70.17 0.0315 -0.0695
TSBX / Turnstone Biologics Corp. 3.10 0.00 1.11 -12.44 0.0278 -0.0025
CMMB / Chemomab Therapeutics Ltd. - Depositary Receipt (Common Stock) 0.94 -45.96 1.09 -42.49 0.0273 -0.0180
TRAW / Traws Pharma, Inc. 0.61 0.00 0.90 -35.63 0.0224 -0.0108
KZR / Kezar Life Sciences, Inc. 0.19 0.00 0.88 -6.17 0.0220 -0.0004
APLS / Apellis Pharmaceuticals, Inc. Call 0.05 0.87 0.0216 0.0216
ANRO / Alto Neuroscience, Inc. 0.25 0.00 0.55 1.85 0.0137 0.0008
DHAI / DIH Holding US, Inc. 1.92 0.00 0.47 5.88 0.0117 0.0012
LYEL / Lyell Immunopharma, Inc. 0.05 0.46 0.0114 0.0114
KRRO / Korro Bio, Inc. 0.03 0.00 0.40 -28.37 0.0101 -0.0034
XERS / Xeris Biopharma Holdings, Inc. 0.08 0.00 0.38 -14.97 0.0094 -0.0012
INMB / INmune Bio, Inc. Put 0.05 0.12 0.0029 0.0029
LSB / LakeShore Biopharma Co., Ltd 0.05 -60.98 0.06 -84.01 0.0014 -0.0068
XBI / SPDR Series Trust - SPDR S&P Biotech ETF Call 0.00 -100.00 0.00 0.0000
GPCR / Structure Therapeutics Inc. - Depositary Receipt (Common Stock) Call 0.00 -100.00 0.00 0.0000
RAPT / RAPT Therapeutics, Inc. 0.00 -100.00 0.00 0.0000
PFE / Pfizer Inc. Call 0.00 -100.00 0.00 0.0000
IONS / Ionis Pharmaceuticals, Inc. 0.00 -100.00 0.00 0.0000
PFE / Pfizer Inc. 0.00 -100.00 0.00 0.0000
CBLL / CeriBell, Inc. 0.00 -100.00 0.00 0.0000
CRDF / Cardiff Oncology, Inc. 0.00 -100.00 0.00 -100.00 -0.0430
GILD / Gilead Sciences, Inc. 0.00 -100.00 0.00 0.0000
SLRN / Acelyrin, Inc. 0.00 -100.00 0.00 0.0000
KMTS / Kestra Medical Technologies, Ltd. 0.00 -100.00 0.00 0.0000
TNGX / Tango Therapeutics, Inc. 0.00 -100.00 0.00 0.0000
NKTX / Nkarta, Inc. 0.00 -100.00 0.00 0.0000
SWTX / SpringWorks Therapeutics, Inc. 0.00 -100.00 0.00 0.0000
FATE / Fate Therapeutics, Inc. 0.00 -100.00 0.00 -100.00 -0.0317
SRRK / Scholar Rock Holding Corporation 0.00 -100.00 0.00 0.0000
XFOR / X4 Pharmaceuticals, Inc. 0.00 -100.00 0.00 0.0000
XTNT / Xtant Medical Holdings, Inc. 0.00 -100.00 0.00 0.0000
VSTM / Verastem, Inc. 0.00 -100.00 0.00 -100.00 -0.4115
TIL / Instil Bio, Inc. 0.00 -100.00 0.00 -100.00 -0.0483
IVVD / Invivyd, Inc. 0.00 -100.00 0.00 0.0000
PHGE / BiomX Inc. 0.00 -100.00 0.00 -100.00 -0.0237
VERA / Vera Therapeutics, Inc. 0.00 -100.00 0.00 0.0000
BCAX / Bicara Therapeutics Inc. 0.00 -100.00 0.00 0.0000
NXTC / NextCure, Inc. 0.00 -100.00 0.00 0.0000
SWTX / SpringWorks Therapeutics, Inc. Call 0.00 -100.00 0.00 0.0000
AMGN / Amgen Inc. 0.00 -100.00 0.00 0.0000