Orbimed-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AKRO",
  "AXSM",
  "EWTX",
  "TRVI",
  "INSM",
  "FBRX",
  "KRYS",
  "ORIC",
  "TIL",
  "ARGX",
  "CBLL",
  "EXAS",
  "APLS",
  "ALNY",
  "ABCL",
  "FOLD",
  "ITGR",
  "BSX",
  "SWTX",
  null,
  "BCAX",
  "SLRN",
  "AVBP",
  "TNGX",
  "GPCR",
  "IMTX",
  "THRD",
  "TERN",
  "TYRA",
  "ACET",
  "ADCT",
  "KROS",
  "GILD",
  "ANRO",
  "AVTX",
  "AMLX",
  "JANX",
  "BIOA",
  "PHGE",
  "DHAI",
  "SRRK",
  "FATE",
  "ISRG",
  "TARS",
  "IVVD",
  "NBIX",
  "KRRO",
  "NXTC",
  "NKTX",
  "PMVP",
  "PRLD",
  "QTTB",
  "RPTX",
  "SIBN",
  "TSBX",
  "WHWK",
  "IONS",
  null,
  null,
  "UNH",
  "PFE",
  "SPRY",
  "AMGN",
  "SYK",
  "TMO",
  null,
  "UPB",
  "RAPT",
  "TRAW",
  "RNA",
  "AGIO",
  "MBX",
  "NPCE",
  "RYTM",
  "DYN",
  "SCPH",
  "PASG",
  null,
  "VRTX",
  "EW",
  "THC",
  "NTRA",
  null,
  null,
  "CRVS",
  "ELVN",
  "IKNA",
  null,
  "KZR",
  "VSTM",
  "VIR",
  "XERS",
  "XFOR",
  "XENE",
  "XTNT",
  "VERA",
  null,
  "CCCC",
  "CRDF",
  "CGON",
  "CMPX",
  "CRBP",
  "CRNX",
  "CGEM",
  "CYTK",
  "IRON",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 107
Total Value: 4035711615
Accession Number: 0001172661-25-002355
Form Type: 13F-HR
CIK: orbimed-advisors
Manager Name: Orbimed-Advisors

Data Enrichment

92% identified

98 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

107 positions • $4.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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P8696W104

Shares:2.7M

Value:$334.0M

% of Portfolio:8.3% ($334.0M/$4.0B)

Edgewise Therapeutics, Inc.

EWTX|28036F105

Shares:15.0M

Value:$330.5M

% of Portfolio:8.2% ($330.5M/$4.0B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.8M

Value:$283.8M

% of Portfolio:7.0% ($283.8M/$4.0B)

ELI LILLY & Co

LLY|532457108

Shares:337.6K

Value:$278.8M

% of Portfolio:6.9% ($278.8M/$4.0B)

Enliven Therapeutics, Inc.

ELVN|29337E102

Shares:8.0M

Value:$156.6M

% of Portfolio:3.9% ($156.6M/$4.0B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:291.0K

Value:$144.1M

% of Portfolio:3.6% ($144.1M/$4.0B)

STRYKER CORP

SYK|863667101

Shares:359.2K

Value:$133.7M

% of Portfolio:3.3% ($133.7M/$4.0B)

ARGENX SE

ARGX|04016X101

Shares:206.7K

Value:$122.3M

% of Portfolio:3.0% ($122.3M/$4.0B)

Edwards Lifesciences Corp

EW|28176E108

Shares:1.5M

Value:$111.0M

% of Portfolio:2.8% ($111.0M/$4.0B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:201.2K

Value:$105.4M

% of Portfolio:2.6% ($105.4M/$4.0B)

ARS Pharmaceuticals, Inc.

SPRY|82835W108

Shares:8.3M

Value:$104.3M

% of Portfolio:2.6% ($104.3M/$4.0B)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:934.6K

Value:$103.4M

% of Portfolio:2.6% ($103.4M/$4.0B)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:346.1K

Value:$93.5M

% of Portfolio:2.3% ($93.5M/$4.0B)

Integer Holdings Corp

ITGR|45826H109

Shares:662.5K

Value:$78.2M

% of Portfolio:1.9% ($78.2M/$4.0B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:159.9K

Value:$77.5M

% of Portfolio:1.9% ($77.5M/$4.0B)

Natera, Inc.

NTRA|632307104

Shares:547.0K

Value:$77.4M

% of Portfolio:1.9% ($77.4M/$4.0B)

IONIS PHARMACEUTICALS INC

IONS|462222100

Shares:2.5M

Value:$76.6M

% of Portfolio:1.9% ($76.6M/$4.0B)

Disc Medicine, Inc.

IRON|254604101

Shares:1.4M

Value:$70.2M

% of Portfolio:1.7% ($70.2M/$4.0B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:129.0K

Value:$64.2M

% of Portfolio:1.6% ($64.2M/$4.0B)

TENET HEALTHCARE CORP

THC|88033G407

Shares:465.0K

Value:$62.5M

% of Portfolio:1.5% ($62.5M/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusipP8696W104)✕	2.7M	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$334.0M	8.3% ($334.0M/$4.0B)	QoQ 0.00% (+$0) YoY -1.76% (-$6.0M)
Edgewise Therapeutics, Inc.(EWTXcusip28036F105)	15.0M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$330.5M	8.2% ($330.5M/$4.0B)	QoQ -17.60% (-$70.6M) YoY +20.61% (+$56.5M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.8M	QoQ -10.98% (-347.1K) YoY -14.04% (-459.8K)	All Managers (Combined)	$283.8M	7.0% ($283.8M/$4.0B)	QoQ +0.53% (-$1.5M) YoY +26.59% (-$59.6M)
ELI LILLY & Co(LLYcusip532457108)	337.6K	QoQ 0.00% (+0) YoY -6.43% (-23.2K)	All Managers (Combined)	$278.8M	6.9% ($278.8M/$4.0B)	QoQ +6.98% (+$18.2M) YoY -0.66% (-$1.9M)
Enliven Therapeutics, Inc.(ELVNcusip29337E102)	8.0M	QoQ 0.00% (-0) YoY -11.54% (-1.0M)	All Managers (Combined)	$156.6M	3.9% ($156.6M/$4.0B)	QoQ -12.53% (-$22.4M) YoY -1.03% (-$1.6M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	291.0K	QoQ -27.55% (-110.7K) YoY -40.98% (-202.1K)	All Managers (Combined)	$144.1M	3.6% ($144.1M/$4.0B)	QoQ -31.26% (-$65.5M) YoY -26.76% (-$52.7M)
STRYKER CORP(SYKcusip863667101)	359.2K	QoQ +4.29% (+14.8K) YoY +33.53% (+90.2K)	All Managers (Combined)	$133.7M	3.3% ($133.7M/$4.0B)	QoQ +7.83% (+$9.7M) YoY +38.89% (+$37.4M)
ARGENX SE(ARGXcusip04016X101)	206.7K	QoQ +8.96% (+17.0K) YoY +36.34% (+55.1K)	All Managers (Combined)	$122.3M	3.0% ($122.3M/$4.0B)	QoQ +4.86% (+$5.7M) YoY +104.96% (+$62.7M)
Edwards Lifesciences Corp(EWcusip28176E108)	1.5M	QoQ +33.76% (+386.7K) YoY NEW(+1.5M)	All Managers (Combined)	$111.0M	2.8% ($111.0M/$4.0B)	QoQ +30.96% (+$26.3M) YoY NEW(+$111.0M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	201.2K	QoQ +53.70% (+70.3K) YoY +187.42% (+131.2K)	All Managers (Combined)	$105.4M	2.6% ($105.4M/$4.0B)	QoQ +59.14% (+$39.2M) YoY +204.30% (+$70.7M)
ARS Pharmaceuticals, Inc.(SPRYcusip82835W108)	8.3M	QoQ 0.00% (+0) YoY -10.30% (-952.4K)	All Managers (Combined)	$104.3M	2.6% ($104.3M/$4.0B)	QoQ +19.24% (+$16.8M) YoY +10.40% (-$9.8M)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	934.6K	QoQ -0.37% (-3.5K) YoY +120.90% (+511.5K)	All Managers (Combined)	$103.4M	2.6% ($103.4M/$4.0B)	QoQ -19.27% (-$24.7M) YoY +77.14% (+$45.0M)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	346.1K	QoQ -16.72% (-69.5K) YoY NEW(+346.1K)	All Managers (Combined)	$93.5M	2.3% ($93.5M/$4.0B)	QoQ -4.43% (-$4.3M) YoY NEW(+$93.5M)
Integer Holdings Corp(ITGRcusip45826H109)	662.5K	QoQ +15.21% (+87.5K) YoY NEW(+662.5K)	All Managers (Combined)	$78.2M	1.9% ($78.2M/$4.0B)	QoQ +2.60% (+$2.0M) YoY NEW(+$78.2M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	159.9K	QoQ +5.89% (+8.9K) YoY +30.31% (+37.2K)	All Managers (Combined)	$77.5M	1.9% ($77.5M/$4.0B)	QoQ +27.48% (+$16.7M) YoY +51.14% (+$26.2M)
Natera, Inc.(NTRAcusip632307104)	547.0K	QoQ +32.44% (+134.0K) YoY -39.18% (-352.4K)	All Managers (Combined)	$77.4M	1.9% ($77.4M/$4.0B)	QoQ +18.31% (+$12.0M) YoY -5.96% (-$4.9M)
IONIS PHARMACEUTICALS INC(IONScusip462222100)	2.5M	QoQ -9.83% (-277.2K) YoY +26.18% (-527.1K)	All Managers (Combined)	$76.6M	1.9% ($76.6M/$4.0B)	QoQ -22.19% (-$21.9M) YoY -12.18% (-$10.6M)
Disc Medicine, Inc.(IRONcusip254604101)	1.4M	QoQ -20.75% (-370.6K) YoY -16.87% (-287.2K)	All Managers (Combined)	$70.2M	1.7% ($70.2M/$4.0B)	QoQ -37.95% (-$43.0M) YoY -33.72% (-$35.7M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	129.0K	QoQ +52.84% (+44.6K) YoY -2.27% (-3.0K)	All Managers (Combined)	$64.2M	1.6% ($64.2M/$4.0B)	QoQ +46.19% (+$20.3M) YoY -16.33% (-$12.5M)
TENET HEALTHCARE CORP(THCcusip88033G407)	465.0K	QoQ -41.28% (-327.0K) YoY -60.36% (-708.3K)	All Managers (Combined)	$62.5M	1.5% ($62.5M/$4.0B)	QoQ -37.44% (-$37.4M) YoY -49.28% (-$60.8M)