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OrbiMed Advisors

Multi-Strategy

OrbiMed Advisors · Filed 2026-08-14 · CIK 0001055951 · Q2 2026

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Form ADV discretionary AUM, 2026-10-02i

$20.61B

13F Equity Value

$5.25B

As of Q2 2026

13F / AUM

25.5%

Mostly non-13F assets

Positions

125

13F long book at a glance — % of AUM

+115 more · 14%

NON-13F · 75%

Min weight:

#

Value

# SharesSourceWeight

1

EDGEWISE THERAPEUTICS INCHIST

$630.5M

3.1%15,518,492——14.50%13F+13D

2

ENLIVEN THERAPEUTICS INCHIST

$343.9M

1.7%6,776,632(1,182,906)(14.9%)9.50%13F+13D

3

ELI LILLY & COHIST

$309.3M

1.5%257,900+21,100+8.9%0.03%13F

4

MBX BIOSCIENCES INCHIST

$189.3M

0.9%3,428,736(209,151)(5.7%)6.40%13F+13D

5

SINOVAC BIOTECH LTDHIST

$184.5M

0.9%2,718,735——3.78%13F

6

ASTRAZENECA PLCHIST

$171.1M

0.8%915,700+245,500+36.6%—13F

7

STRUCTURE THERAPEUTICS INCHIST

$118.6M

0.6%2,209,400+733,997+49.7%1.03%13F

8

SIONNA THERAPEUTICS INCHIST

$112.4M

0.5%2,555,877(974,825)(27.6%)6.60%13F+13D

9

CORVUS PHARMACEUTICALS INCHIST

$107.0M

0.5%7,165,006——10.30%13F+13D

10

ARRIVENT BIOPHARMA INCHIST

$105.2M

0.5%3,027,328——7.50%13F+13D

11

GUARDANT HEALTH INCHIST

$87.6M

0.4%583,700+148,500+34.1%0.43%13F

12

ARGENX SEHIST

$86.2M

0.4%92,880(44,020)(32.2%)0.15%13F

13

MERCK & CO INCHIST

$85.2M

0.4%663,400——0.03%13F

14

UNIQURE NVHIST

$83.3M

0.4%1,807,486(328,663)(15.4%)—13F

15

PRAXIS PRECISION MEDICINES IHIST

$77.0M

0.4%230,100+57,600+33.4%0.82%13F

16

EDWARDS LIFESCIENCES CORPHIST

$75.5M

0.4%834,900(395,700)(32.2%)0.14%13F

17

PRELUDE THERAPEUTICS INCHIST

$73.2M

0.4%13,724,571+2,815,315+25.8%16.00%13F+13D

18

ABIVAX SAHIST

$72.8M

0.4%546,522+80,822+17.4%0.70%13F

19

DYNE THERAPEUTICS INCHIST

$71.9M

0.3%3,235,684+317,800+10.9%1.73%13F

20

NATERA INCHIST

$71.1M

0.3%262,000——0.18%13F

21

CG ONCOLOGY INCHIST

$69.1M

0.3%972,800+24,533+2.6%1.10%13F

22

UNITEDHEALTH GROUP INCHIST

$67.0M

0.3%161,100+161,100NEW0.02%13F

23

ARS PHARMACEUTICALS INCHIST

$66.4M

0.3%8,288,510——8.33%13F

24

ASCENDIS PHARMA A/SHIST

$65.2M

0.3%244,456+244,456NEW0.39%13F

25

HUMANA INCHIST

$65.2M

0.3%164,100+164,100NEW—13F

26

COGENT BIOSCIENCES INCHIST

$65.1M

0.3%1,681,300+1,359,200+422.0%0.97%13F

27

BOSTON SCIENTIFIC CORPHIST

$63.3M

0.3%1,483,200(898,900)(37.7%)0.10%13F

28

INTUITIVE SURGICAL INCHIST

$62.8M

0.3%157,900(50,800)(24.3%)0.04%13F

29

MINERALYS THERAPEUTICS INCHIST

$56.9M

0.3%2,110,300+57,400+2.8%2.39%13F

30

ODYSSEY THERAPEUTICS INCHIST

$56.2M

0.3%3,001,198+3,001,198NEW6.24%13F

31

XENON PHARMACEUTICALS INCHIST

$53.9M

0.3%892,471(167,500)(15.8%)0.92%13F

32

ARCUTIS BIOTHERAPEUTICS INCHIST

$53.5M

0.3%2,042,000+2,042,000NEW1.62%13F

33

BRISTOL-MYERS SQUIBB COHIST

$53.3M

0.3%925,000——0.05%13F

34

Q32 BIO INCHIST

$52.6M

0.3%4,127,987+1,875,000+83.2%13.90%13F+13D

35

STRYKER CORPORATIONHIST

$50.1M

0.2%159,100(23,400)(12.8%)0.04%13F

36

CARIS LIFE SCIENCES INCHIST

$50.0M

0.2%2,806,811——0.99%13F

37

THERMO FISHER SCIENTIFIC INCHIST

$45.5M

0.2%90,700+44,200+95.1%0.02%13F

38

PALVELLA THERAPEUTICS INC NEHIST

$44.7M

0.2%292,360+157,760+117.2%2.03%13F

39

ELEVANCE HEALTH INC FORMERLYHIST

$44.4M

0.2%114,700——0.05%13F

40

SHATTUCK LABS INCHIST

$43.8M

0.2%6,306,127——9.99%13F+13D

41

UPSTREAM BIO INCHIST

$39.4M

0.2%5,693,589——10.40%13F

42

CRINETICS PHARMACEUTICALS INHIST

—

$37.4M

0.2%999,000———13F

43

RHYTHM PHARMACEUTICALS INCHIST

$35.9M

0.2%322,900+8,800+2.8%0.47%13F

44

SYNDAX PHARMACEUTICALS INCHIST

$33.7M

0.2%1,542,000+579,700+60.2%1.73%13F

45

FORTE BIOSCIENCES INCHIST

—

$33.5M

0.2%1,577,705+380,750+31.8%6.20%13F+13G

46

COMPASS THERAPEUTICS INCHIST

$33.3M

0.2%15,219,994——8.90%13F+13D

47

NEKTAR THERAPEUTICSHIST

$32.5M

0.2%465,346+190,346+69.2%1.36%13F

48

KRYSTAL BIOTECH INCHIST

$30.9M

0.2%83,200+14,100+20.4%0.28%13F

49

AXSOME THERAPEUTICS INC.HIST

$28.8M

0.1%117,578(96,343)(45.0%)0.22%13F

50

KINIKSA PHARMACEUTICALS INTLHIST

$26.9M

0.1%420,600+240,001+132.9%—13F

51

TREVI THERAPEUTICS INCHIST

$26.7M

0.1%1,430,293(1,024,107)(41.7%)1.00%13F

52

DISC MEDICINE INCHIST

$26.2M

0.1%357,535(710,015)(66.5%)0.93%13F

53

WEST PHARMACEUTICAL SVSC INCHIST

$25.3M

0.1%70,600+70,600NEW0.10%13F

54

RELMADA THERAPEUTICS INCHIST

$25.1M

0.1%3,631,195(1,084,669)(23.0%)3.40%13F

55

UROGEN PHARMA LTDHIST

$24.9M

0.1%676,187(199,300)(22.8%)1.38%13F

56

SUTRO BIOPHARMA INCHIST

$24.7M

0.1%743,944(57,200)(7.1%)4.49%13F

57

SAVARA INCHIST

$24.4M

0.1%3,959,900+3,324,900+523.6%1.93%13F

58

NEUROPACE INCHIST

$23.9M

0.1%1,505,125(591,402)(28.2%)4.40%13F+13G

59

AURA BIOSCIENCES INCHIST

$23.7M

0.1%3,333,333+3,333,333NEW3.21%13F

60

ORIC PHARMACEUTICALS INCHIST

$21.8M

0.1%2,015,000(678,929)(25.2%)1.94%13F

61

CYBIN INCHIST

—

$21.6M

0.1%3,271,400(561,443)(14.6%)4.90%13F+13G

62

BIOCRYST PHARMACEUTICALS INCHIST

$18.5M

0.1%1,852,000+426,800+29.9%0.72%13F

63

BIOAGE LABS INCHIST

$18.4M

0.1%752,153+40,342+5.7%1.64%13F

64

LEXEO THERAPEUTICS INCHIST

$18.4M

0.1%3,947,850+345,400+9.6%4.10%13F+13G

65

WHITEHAWK THERAPEUTICS INCHIST

$18.0M

0.1%3,934,296(231,704)(5.6%)7.30%13F+13G

66

DEFINIUM THERAPEUTICS INCHIST

$17.2M

0.1%365,400(438,600)(54.6%)0.27%13F

67

SPYRE THERAPEUTICS INCHIST

$16.5M

0.1%186,145+186,145NEW0.21%13F

68

CORBUS PHARMACEUTICALS HLDGSHIST

$16.3M

0.1%1,737,287——8.98%13F

69

VERA THERAPEUTICS INCHIST

$15.9M

0.1%369,596——0.51%13F

70

ALUMIS INCHIST

$15.4M

0.1%548,163——0.43%13F

71

EYEPOINT INCHIST

$15.3M

0.1%1,069,147——1.24%13F

72

WATERS CORPHIST

$15.1M

0.1%40,300+40,300NEW0.04%13F

73

MONOPAR THERAPEUTICS INCHIST

$14.6M

0.1%157,423+157,423NEW2.35%13F

74

TRAVERE THERAPEUTICS INCHIST

$14.4M

0.1%253,000+253,000NEW0.27%13F

75

TAYSHA GENE THERAPIES INCHIST

$13.6M

0.1%2,000,000+2,000,000NEW0.61%13F

76

BIOGEN INCHIST

$13.3M

0.1%61,600———13F

77

REVOLUTION MEDICINES INCHIST

$13.2M

0.1%70,500+18,500+35.6%0.03%13F

78

DIANTHUS THERAPEUTICS INCHIST

$11.2M

0.1%115,000+115,000NEW0.21%13F

79

SPRUCE BIOSCIENCES INCHIST

$10.8M

0.1%200,000+200,000NEW4.80%13F+13G

80

LIFESTANCE HEALTH GROUP INCHIST

$10.1M

0.0%947,400+447,400+89.5%0.25%13F

81

ERASCA INCHIST

$9.1M

0.0%495,900+495,900NEW0.14%13F

82

PROTARA THERAPEUTICS INCHIST

$8.5M

0.0%2,220,000+2,220,000NEW3.76%13F

83

KEROS THERAPEUTICS INCHIST

$8.1M

0.0%759,155——3.83%13F

84

JANUX THERAPEUTICS INCHIST

$8.1M

0.0%524,700(458,900)(46.7%)0.86%13F

85

TECTONIC THERAPEUTIC INCHIST

$7.8M

0.0%226,600——1.16%13F

86

ADICET BIO INCHIST

$7.3M

0.0%844,787(183,157)(17.8%)8.80%13F+13D

87

PHARVARIS N VHIST

$7.1M

0.0%205,400——0.31%13F

88

ALTO NEUROSCIENCE INCHIST

$6.8M

0.0%257,852+90,352+53.9%0.66%13F

89

ZENTALIS PHARMACEUTICALS INCHIST

$6.7M

0.0%1,390,576+1,390,576NEW1.94%13F

90

BRIGHT MINDS BIOSCIENCES INCHIST

$6.5M

0.0%93,000+53,000+132.5%2.06%13F

91

ALX ONCOLOGY HLDGS INCHIST

$5.9M

0.0%2,866,256——2.07%13F

92

TRAVERE THERAPEUTICS INCNoteHIST

$5.9M

0.0%5,000,000+5,000,000NEW—13F

93

XILIO THERAPEUTICS INCHIST

$5.7M

0.0%592,300+592,300NEW9.99%13F+13G

94

BICARA THERAPEUTICS INCHIST

$5.7M

0.0%191,100(476,200)(71.4%)0.29%13F

95

IMAGENEBIO INCHIST

$5.4M

0.0%909,269+530,713+140.2%13.10%13F+13D

96

PROTAGONIST THERAPEUTICS INCHIST

$5.2M

0.0%42,100——0.07%13F

97

ALNYLAM PHARMACEUTICALS INCHIST

$5.1M

0.0%17,000(102,000)(85.7%)0.01%13F

98

PALISADE BIO INCHIST

$4.9M

0.0%2,333,000——1.34%13F

99

REVOLUTION MEDICINES INCNoteHIST

$4.4M

0.0%3,500,000+3,500,000NEW—13F

100

ATAIBECKLEY INCHIST

—

$4.2M

0.0%797,500+450,500+129.8%—13F

101

PTC THERAPEUTICS INCHIST

$4.0M

0.0%49,100——0.06%13F

102

ARTIVION INCHIST

$3.9M

0.0%175,000+24,000+15.9%0.36%13F

103

NEUMORA THERAPEUTICS INC.HIST

$3.6M

0.0%2,139,882+2,139,882NEW1.14%13F

104

ACADIA PHARMACEUTICALS INCHIST

$3.5M

0.0%137,000+137,000NEW0.08%13F

105

AMYLYX PHARMACEUTICALS INCHIST

$3.3M

0.0%183,400+183,400NEW0.16%13F

106

TYRA BIOSCIENCES INCHIST

$3.3M

0.0%102,000+102,000NEW0.17%13F

107

RAPPORT THERAPEUTICS INCHIST

$3.2M

0.0%76,616+76,616NEW0.16%13F

108

AGOMAB THERAPEUTICS NVHIST

$2.5M

0.0%192,740+192,740NEW0.56%13F

109

TARSUS PHARMACEUTICALS INCHIST

$2.2M

0.0%35,581+35,581NEW0.08%13F

110

ACLARIS THERAPEUTICS INCHIST

$2.2M

0.0%421,500+421,500NEW0.29%13F

111

CYTOKINETICS INCHIST

$2.2M

0.0%25,800+25,800NEW0.02%13F

112

INSPIREMD INCHIST

$2.2M

0.0%3,133,405——7.40%13F+13G

113

OCULAR THERAPEUTIX INCHIST

$2.2M

0.0%220,000+220,000NEW0.10%13F

114

EVOMMUNE INCHIST

$2.1M

0.0%161,000+161,000NEW0.44%13F

115

BELITE BIO INCHIST

$2.0M

0.0%13,300+13,300NEW0.03%13F

116

OVID THERAPEUTICS INCHIST

$2.0M

0.0%747,000+747,000NEW0.38%13F

117

EUPRAXIA PHARMACEUTICALS INCHIST

$1.8M

0.0%269,000+269,000NEW0.75%13F

118

COGENT BIOSCIENCES INCNoteHIST

$1.2M

0.0%1,000,000———13F

119

VIRIDIAN THERAPEUTICS INCNoteHIST

$1.1M

0.0%1,000,000+1,000,000NEW—13F

120

TRAWS PHARMA INCHIST

$1.0M

0.0%1,203,260+597,729+98.7%11.90%13F+13D

121

ADARx Pharmaceuticals, Inc.Off-13F

ADRX——14,913,764——14.00%13D

122

Electra Therapeutics, Inc.Off-13F

ETRA——6,885,170——11.00%13D

123

Braveheart Bio, Inc.Off-13F

BRVE——12,175,159——13.50%13D

124

BlossomHill Therapeutics, Inc.Off-13F

BLSM——2,714,279——8.90%13D

125

Immunic, Inc.Off-13F

IMUX——756,860——5.30%13G

Positions are primarily from the latest 13F-HR. Rows marked Off-13F are >5% stakes disclosed in Schedule 13D/13G filings — they capture holdings (incl. recent or non-13F-eligible names) the quarterly 13F may omit; these report shares and percent of class but not dollar value, so value is shown only for 13F positions. Chg Shares is the absolute change vs the same position in the prior quarter's 13F. % Out is position shares ÷ issuer shares outstanding (from the issuer's latest XBRL cover-page figure; weighted-average basic shares as a fallback), or the percent of class reported on a 13D/13G. Where a figure can't be sourced from a filing it shows “—” — never an estimate.