2026 Q1 Portfolio Activity
In 2026 Q1, ORBIMED ADVISORS LLC maintained a portfolio of 135 distinct positions. The most significant new addition was MDXHEALTH SA, now representing 5.67% of the total fund value. They heavily accumulated shares in EDWARDS LIFESCIENCES CORP, increasing the position by 720.4%. The fund also reduced its exposure to ELI LILLY & CO by 21.4%.
Position History
hover any row below to update
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Total Positions
135
Quarter
2026 Q1
Top Holding
EWTX (9.7%)
Top 10 Concentration
43.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 135
ORBIMED ADVISORS LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 9.69% | 7.86% |
#1
Prev: #1
|
6.9 |
—
|
no change | no change |
P
S
|
15,518,492 | $488,832,498 |
$30.54
+20.5%
|
2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 6.18% | 2.50% |
#2
9
Prev: #11
|
5.0 |
—
|
no change | no change |
P
S
|
7,959,538 | $312,013,890 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDXH
CALL
MDXHEALTH SA
|
CALL Option | 5.67% | — |
#3
Prev: #—
|
6.8 |
—
|
124,306,000 | — |
NEW
|
124,306,000 | $285,903,800 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 4.32% | 6.61% |
#4
2
Prev: #2
|
2.2 |
—
|
-64,400 | -21.4% |
P
S
|
236,800 | $217,801,536 | 2001 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SVA
SINOVAC BIOTECH...
|
Unknown | 3.66% | 3.77% |
#5
1
Prev: #4
|
3.0 |
—
|
no change | no change |
P
S
|
2,718,735 | $184,466,170 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RCEL
CALL
AVITA MEDICAL I...
|
CALL Option | 3.06% | — |
#6
Prev: #—
|
4.7 |
—
|
40,966,100 | — |
NEW
|
40,966,100 | $154,442,197 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 2.96% | 4.71% |
#7
4
Prev: #3
|
1.7 |
—
|
-37,200 | -1.5% |
P
S
|
2,382,100 | $149,476,775 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SION
SIONNA THERAPEU...
|
Healthcare | 2.81% | 2.99% |
#8
Prev: #8
|
1.6 |
—
|
-30,953 | -0.9% |
P
S
|
3,530,702 | $141,545,843 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 2.62% | — |
#9
Prev: #—
|
4.5 |
—
|
670,200 | — |
NEW
|
670,200 | $132,176,844 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MYGN
MYRIAD GENETICS...
|
Healthcare | 2.44% | — |
#10
Prev: #—
|
4.5 |
—
|
125,000,000 | — |
NEW
|
125,000,000 | $122,875,000 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MBX
MBX BIOSCIENCES...
|
Healthcare | 2.15% | 2.53% |
#11
2
Prev: #9
|
1.4 |
—
|
-297,316 | -7.6% |
P
S
|
3,637,887 | $108,590,927 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 2.08% | 1.13% |
#12
15
Prev: #27
|
1.8 |
—
|
no change | no change |
P
S
|
7,165,006 | $104,824,038 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARGX
ARGENX SE
|
Healthcare | 1.98% | 2.51% |
#13
3
Prev: #10
|
1.3 |
—
|
-9,100 | -6.2% |
P
S
|
136,900 | $99,971,225 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 1.95% | 3.21% |
#14
9
Prev: #5
|
0.8 |
—
|
-612,300 | -33.2% |
P
S
|
1,230,600 | $98,546,448 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.91% | 3.04% |
#15
8
Prev: #7
|
0.8 |
—
|
-54,700 | -20.8% |
P
S
|
208,700 | $96,208,613 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 1.60% | 1.67% |
#16
3
Prev: #19
|
1.6 |
—
|
no change | no change |
P
S
|
15,219,994 | $80,513,768 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.58% | — |
#17
Prev: #—
|
4.1 |
—
|
663,400 | — |
NEW
|
663,400 | $79,800,386 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 1.41% | 1.65% |
#18
2
Prev: #20
|
3.1 |
—
|
313,600 | 27.0% |
P
S
|
1,475,403 | $71,114,425 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVBP
ARRIVENT BIOPHA...
|
Healthcare | 1.38% | 1.24% |
#19
5
Prev: #24
|
1.6 |
—
|
no change | no change |
P
S
|
3,027,328 | $69,840,457 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IRON
DISC MEDICINE I...
|
Healthcare | 1.35% | 1.73% |
#20
4
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
1,067,550 | $68,259,147 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPRY
ARS PHARMACEUTI...
|
Healthcare | 1.32% | 1.97% |
#21
7
Prev: #14
|
1.5 |
—
|
no change | no change |
P
S
|
8,288,510 | $66,556,735 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGON
CG ONCOLOGY INC
|
Healthcare | 1.27% | 1.29% |
#22
Prev: #22
|
0.5 |
—
|
-568,283 | -37.5% |
P
S
|
948,267 | $64,178,711 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 1.22% | 0.41% |
#23
39
Prev: #62
|
3.5 |
—
|
612,771 | 137.0% |
P
S
|
1,059,971 | $61,637,314 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.19% | 2.33% |
#24
11
Prev: #13
|
0.5 |
—
|
-142,500 | -43.8% |
P
S
|
182,500 | $59,967,675 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 1.11% | 0.85% |
#25
12
Prev: #37
|
2.4 |
—
|
150,000 | 19.4% |
P
S
|
925,000 | $56,101,250 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 1.10% | 0.73% |
#26
17
Prev: #43
|
3.4 |
—
|
1,072,500 | 109.4% |
P
S
|
2,052,900 | $55,613,061 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 1.10% | 0.57% |
#27
23
Prev: #50
|
3.4 |
—
|
78,000 | 82.5% |
P
S
|
172,500 | $55,577,775 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PFE
PFIZER INC
|
Healthcare | 1.08% | 0.84% |
#28
10
Prev: #38
|
2.4 |
—
|
293,600 | 17.8% |
P
S
|
1,946,500 | $54,657,720 | 2001 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DYN
DYNE THERAPEUTI...
|
Healthcare | 1.05% | 0.88% |
#29
7
Prev: #36
|
2.9 |
—
|
715,700 | 32.5% |
P
S
|
2,917,884 | $52,901,237 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTRA
NATERA INC
|
Healthcare | 1.04% | 1.71% |
#30
12
Prev: #18
|
0.4 |
—
|
-103,800 | -28.4% |
P
S
|
262,000 | $52,397,380 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 1.03% | 1.01% |
#31
2
Prev: #29
|
2.9 |
—
|
97,800 | 26.6% |
P
S
|
465,700 | $51,855,695 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UPB
UPSTREAM BIO IN...
|
Healthcare | 1.02% | 3.16% |
#32
26
Prev: #6
|
1.4 |
—
|
no change | no change |
P
S
|
5,693,589 | $51,242,301 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 1.00% | 1.40% |
#33
12
Prev: #21
|
0.9 |
—
|
-34,000 | -11.3% |
P
S
|
265,800 | $50,395,680 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAI
CARIS LIFE SCIE...
|
Healthcare | 0.99% | 1.72% |
#34
17
Prev: #17
|
0.9 |
—
|
-309,200 | -9.9% |
P
S
|
2,806,811 | $50,185,781 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RCEL
AVITA MEDICAL I...
|
Healthcare | 0.84% | — |
#35
Prev: #—
|
3.8 |
—
|
41,044,895 | — |
NEW
|
41,044,895 | $42,516,112 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ASND
ASCENDIS PHARMA...
|
Healthcare | 0.82% | 0.75% |
#36
5
Prev: #41
|
2.3 |
—
|
10,000 | 5.8% |
P
S
|
181,977 | $41,623,599 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STTK
SHATTUCK LABS I...
|
Healthcare | 0.80% | 0.47% |
#37
18
Prev: #55
|
1.3 |
—
|
no change | no change |
P
S
|
6,306,127 | $40,548,397 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 0.80% | — |
#38
Prev: #—
|
3.8 |
—
|
435,200 | — |
NEW
|
435,200 | $40,199,424 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 0.78% | 2.34% |
#39
27
Prev: #12
|
0.3 |
—
|
-169,800 | -58.8% |
P
S
|
119,000 | $39,373,530 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRLD
PRELUDE THERAPE...
|
Healthcare | 0.74% | 0.65% |
#40
6
Prev: #46
|
1.3 |
—
|
no change | no change |
P
S
|
10,909,256 | $37,309,656 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRNX
CRINETICS PHARM...
|
Healthcare | 0.72% | 0.95% |
#41
10
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
999,000 | $36,283,680 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 0.72% | 0.94% |
#42
10
Prev: #32
|
0.8 |
—
|
-39,200 | -15.5% |
P
S
|
213,921 | $36,156,927 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QURE
UNIQURE NV
|
Healthcare | 0.69% | 0.36% |
#43
22
Prev: #65
|
3.3 |
—
|
1,398,749 | 189.7% |
P
S
|
2,136,149 | $34,926,036 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORIC
ORIC PHARMACEUT...
|
Healthcare | 0.68% | 0.61% |
#44
4
Prev: #48
|
0.3 |
—
|
-947,827 | -26.0% |
P
S
|
2,693,929 | $34,132,080 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 0.67% | 0.71% |
#45
1
Prev: #44
|
2.3 |
—
|
15,600 | 15.7% |
P
S
|
114,700 | $33,578,425 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RLMD
RELMADA THERAPE...
|
Healthcare | 0.65% | 0.26% |
#46
30
Prev: #76
|
3.3 |
—
|
2,105,264 | 80.6% |
P
S
|
4,715,864 | $32,822,413 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FBRX
FORTE BIOSCIENC...
|
Healthcare | 0.61% | 0.67% |
#47
2
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
1,196,955 | $31,001,135 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TRVI
TREVI THERAPEUT...
|
Healthcare | 0.58% | 0.82% |
#48
9
Prev: #39
|
0.2 |
—
|
-736,300 | -23.1% |
P
S
|
2,454,400 | $29,280,992 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESPR
ESPERION THERAP...
|
Healthcare | 0.57% | 0.45% |
#49
7
Prev: #56
|
3.2 |
—
|
4,604,802 | 77.2% |
P
S
|
10,570,300 | $28,962,622 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NPCE
NEUROPACE INC
|
Healthcare | 0.55% | 0.76% |
#50
10
Prev: #40
|
0.7 |
—
|
-309,808 | -12.9% |
P
S
|
2,096,527 | $27,569,330 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 135 holdings