UPB β€” UPSTREAM BIO INC

Ownership history in ORBIMED ADVISORS LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which ORBIMED ADVISORS LLC reported a position in UPSTREAM BIO INC (UPB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.16% (2025 Q4)
πŸ“Š Avg. % of fund
2.0%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

ORBIMED ADVISORS LLC Γ— UPB AI Analytics

πŸ“ˆ ORBIMED ADVISORS LLC outperformed the S&P 500 by +115.0% annually on this UPB position. Average cost basis: $16.44. Maximum drawdown during holding period: –62.8%.

πŸ“ˆ Position Alpha vs SPY
+115.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 115.0% per year on this position.
4 quarters analyzed

πŸ’° Entry Quality
$16.44
+65.1% vs current ($27.15)

Best entry: $16.44 (2024 Q4)  Β·  Worst: $16.44 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–62.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ ORBIMED ADVISORS LLC has been actively increasing its UPB allocation β€” a bullish signal from insiders.
Currently 3.16% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UPB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 5,693,589 β€” 0% 3.16% $154.6M $27.15
2025 Q3 UNCHANGED 5,693,589 β€” 0% 2.52% $107.1M $18.81
2025 Q2 UNCHANGED 5,693,589 β€” 0% 1.56% $62.5M $10.98
2025 Q1 UNCHANGED 5,693,589 β€” 0% 0.83% $34.8M $6.12
2024 Q4 INITIATED 5,693,589 β€” β€” 1.93% $93.6M $16.44
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