Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
ORBIMED ADVISORS LLC
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$5.0B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
114
positionsALL retained default holdings for this (filer, period), including NULL-value ones
29
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
23
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
MDXHEALTH SA SHS NEWposition key sid:sec:prov:31c206ab1e048e67310a663bad5460c4 · issuer key cusip6:B5950S CALL | new | +$286M | +124,306,000 | $0 | $286M | — | 124,306,000 | |
ELI LILLY & CO COMposition key pos:16757 · issuer key iss:1353 | trim | −$106M | −64,400 | $324M | $218M | 301,200 | 236,800 | |
AVITA MEDICAL INC COMposition key sid:sec:prov:d86675a138fe55e9b9a919f196c045ad · issuer key cusip6:05380C CALL | new | +$154M | +40,966,100 | $0 | $154M | — | 40,966,100 | |
BOSTON SCIENTIFIC CORP COMposition key pos:14974 · issuer key iss:423 | trim | −$81.2M | −37,200 | $231M | $149M | 2,419,300 | 2,382,100 | |
SIONNA THERAPEUTICS INC COMposition key pos:11054 · issuer key iss:1980 | trim | −$5.0M | −30,953 | $147M | $142M | 3,561,655 | 3,530,702 | |
ASTRAZENECA PLC ORDposition key pos:18610 · issuer key iss:2433 | new | +$132M | +670,200 | $0 | $132M | — | 670,200 | |
MYRIAD GENETICS INC COMposition key pos:16125 · issuer key iss:1518 PRN | new | +$123M | +125,000,000 | $0 | $123M | — | 125,000,000 | |
MBX BIOSCIENCES INC COMposition key sid:sec:prov:1910147dd0682cb840152de5838d5484 · issuer key cusip6:55287L | trim | −$15.5M | −297,316 | $124M | $109M | 3,935,203 | 3,637,887 | |
ARGENX SE SPONSORED ADRposition key pos:18170 · issuer key iss:242 | trim | −$22.8M | −9,100 | $123M | $100.0M | 146,000 | 136,900 | |
EDWARDS LIFESCIENCES CORP COMposition key pos:17342 · issuer key iss:799 | trim | −$58.6M | −612,300 | $157M | $98.5M | 1,842,900 | 1,230,600 | |
INTUITIVE SURGICAL INC COM NEWposition key pos:17712 · issuer key iss:1213 | trim | −$53.0M | −54,700 | $149M | $96.2M | 263,400 | 208,700 | |
MERCK & CO INC COMposition key pos:18668 · issuer key iss:1461 | new | +$79.8M | +663,400 | $0 | $79.8M | — | 663,400 | |
STRUCTURE THERAPEUTICS INC SPONSORED ADSposition key sid:sec:prov:862b191ccb923fc424f39385b48ce4f8 · issuer key cusip6:86366E | add | −$9.7M | +313,600 | $80.8M | $71.1M | 1,161,803 | 1,475,403 | |
CG ONCOLOGY INC COMposition key pos:12402 · issuer key iss:558 | trim | +$1.2M | −568,283 | $63.0M | $64.2M | 1,516,550 | 948,267 | |
XENON PHARMACEUTICALS INC COMposition key pos:13384 · issuer key iss:2365 | add | +$41.6M | +612,771 | $20.0M | $61.6M | 447,200 | 1,059,971 | |
STRYKER CORPORATION COMposition key pos:16108 · issuer key iss:2049 | trim | −$54.3M | −142,500 | $114M | $60.0M | 325,000 | 182,500 | |
BRISTOL-MYERS SQUIBB CO COMposition key pos:15894 · issuer key iss:435 | add | +$14.3M | +150,000 | $41.8M | $56.1M | 775,000 | 925,000 | |
MINERALYS THERAPEUTICS INC COMposition key sid:sec:prov:d00159df48fd34cc806ae902a076ba0a · issuer key cusip6:603170 | add | +$20.0M | +1,072,500 | $35.6M | $55.6M | 980,400 | 2,052,900 | |
PRAXIS PRECISION MEDICINES I COM NEWposition key pos:11991 · issuer key iss:1748 | add | +$27.7M | +78,000 | $27.9M | $55.6M | 94,500 | 172,500 | |
PFIZER INC COMposition key pos:11636 · issuer key iss:1709 | add | +$13.5M | +293,600 | $41.2M | $54.7M | 1,652,900 | 1,946,500 | |
DYNE THERAPEUTICS INC COMposition key pos:14578 · issuer key iss:778 | add | +$9.8M | +715,700 | $43.1M | $52.9M | 2,202,184 | 2,917,884 | |
NATERA INC COMposition key pos:14059 · issuer key iss:1529 | trim | −$31.4M | −103,800 | $83.8M | $52.4M | 365,800 | 262,000 | |
ABIVAX SA SPONSORED ADSposition key pos:13227 · issuer key iss:50 | add | +$2.2M | +97,800 | $49.6M | $51.9M | 367,900 | 465,700 | |
DANAHER CORP DEL COMposition key pos:16031 · issuer key iss:709 | trim | −$18.2M | −34,000 | $68.6M | $50.4M | 299,800 | 265,800 | |
CARIS LIFE SCIENCES INC COMposition key pos:15092 · issuer key iss:520 | trim | −$33.9M | −309,200 | $84.1M | $50.2M | 3,116,011 | 2,806,811 | |
ASCENDIS PHARMA A/S SPONSORED ADRposition key pos:16862 · issuer key iss:252 | add | +$5.0M | +10,000 | $36.7M | $41.6M | 171,977 | 181,977 | |
AVITA MEDICAL INC COMposition key sid:sec:prov:d86675a138fe55e9b9a919f196c045ad · issuer key cusip6:05380C PRN | new | +$40.5M | +40,500,000 | $0 | $40.5M | — | 40,500,000 | |
GUARDANT HEALTH INC COMposition key pos:18541 · issuer key iss:1057 | new | +$40.2M | +435,200 | $0 | $40.2M | — | 435,200 | |
ALNYLAM PHARMACEUTICALS INC COMposition key pos:16018 · issuer key iss:150 | trim | −$75.5M | −169,800 | $115M | $39.4M | 288,800 | 119,000 | |
AXSOME THERAPEUTICS INC. COMposition key pos:13938 · issuer key iss:295 | trim | −$10.1M | −39,200 | $46.2M | $36.2M | 253,121 | 213,921 | |
UNIQURE NV SHSposition key pos:11923 · issuer key iss:2710 | add | +$17.3M | +1,398,749 | $17.6M | $34.9M | 737,400 | 2,136,149 | |
ORIC PHARMACEUTICALS INC COMposition key pos:11546 · issuer key iss:1634 | trim | +$4.3M | −947,827 | $29.8M | $34.1M | 3,641,756 | 2,693,929 | |
ELEVANCE HEALTH INC FORMERLY COMposition key pos:15934 · issuer key iss:207 | add | −$1.2M | +15,600 | $34.7M | $33.6M | 99,100 | 114,700 | |
RELMADA THERAPEUTICS INC COMposition key sid:sec:prov:0492e747c8d37a4dab1ade9330576c2c · issuer key cusip6:75955J | add | +$20.2M | +2,105,264 | $12.6M | $32.8M | 2,610,600 | 4,715,864 | |
TREVI THERAPEUTICS INC COMposition key pos:18739 · issuer key iss:2160 | trim | −$10.7M | −736,300 | $39.9M | $29.3M | 3,190,700 | 2,454,400 | |
ESPERION THERAPEUTICS INC NE COMposition key pos:16937 · issuer key iss:852 | add | +$6.9M | +4,604,802 | $22.1M | $29.0M | 5,965,498 | 10,570,300 | |
NEUROPACE INC COMposition key sid:sec:prov:3402bbe7c4ba34aeef0c97588550f290 · issuer key cusip6:641288 | trim | −$9.6M | −309,808 | $37.2M | $27.6M | 2,406,335 | 2,096,527 | |
RHYTHM PHARMACEUTICALS INC COMposition key pos:17607 · issuer key iss:1846 | add | +$1.6M | +74,300 | $25.7M | $27.3M | 239,800 | 314,100 | |
SYNDAX PHARMACEUTICALS INC COMposition key sid:sec:prov:eb359106a5c4d721cdc955ced4da0795 · issuer key cusip6:87164F | new | +$22.5M | +962,300 | $0 | $22.5M | — | 962,300 | |
BRIGHTSPRING HEALTH SVCS INC COMposition key pos:19170 · issuer key iss:432 | add | +$2.9M | +9,300 | $18.3M | $21.2M | 488,500 | 497,800 | |
LEXEO THERAPEUTICS INC COMposition key sid:sec:prov:bd4b862f6cf27f7bbb6f4d26443faaca · issuer key cusip6:52886X | add | −$423K | +1,477,450 | $21.1M | $20.7M | 2,125,000 | 3,602,450 | |
SUTRO BIOPHARMA INC COM SHSposition key sid:sec:prov:c4149a9e14976bb08df8d6a0cb6dd6b6 · issuer key cusip6:869367 | new | +$20.0M | +801,144 | $0 | $20.0M | — | 801,144 | |
NEKTAR THERAPEUTICS COM NEWposition key sid:sec:prov:8689270ade82a464b05b5b23e79f9006 · issuer key cusip6:640268 | new | +$19.8M | +275,000 | $0 | $19.8M | — | 275,000 | |
CYBIN INC COM NEWposition key sid:sec:prov:f9e727b82dcd40853324f87329f6f70c · issuer key cusip6:23256X | trim | −$13.0M | −7,657 | $31.4M | $18.4M | 3,840,500 | 3,832,843 | |
KRYSTAL BIOTECH INC COMposition key pos:17789 · issuer key iss:1307 | trim | −$11.7M | −50,700 | $29.5M | $17.8M | 119,800 | 69,100 | |
PALVELLA THERAPEUTICS INC NE COMposition key sid:sec:prov:306a1219dc3e80453ba2cb392e4281b0 · issuer key cusip6:697947 | new | +$16.8M | +134,600 | $0 | $16.8M | — | 134,600 | |
CORBUS PHARMACEUTICALS HLDGS COM NEWposition key sid:sec:prov:5a62f5a6c6af34d0bbacafc0158bd77f · issuer key cusip6:21833P | add | +$3.3M | +140,000 | $13.0M | $16.3M | 1,597,287 | 1,737,287 | |
DEFINIUM THERAPEUTICS INC COM SHSposition key pos:17580 · issuer key iss:717 | new | +$15.2M | +804,000 | $0 | $15.2M | — | 804,000 | |
VERA THERAPEUTICS INC CL Aposition key sid:sec:prov:c6f0567aff349dfe2dab4a6ee5ba8988 · issuer key cusip6:92337R | add | −$3.0M | +16,096 | $17.9M | $14.9M | 353,500 | 369,596 | |
AMGEN INC COMposition key pos:12524 · issuer key iss:193 | new | +$14.0M | +39,900 | $0 | $14.0M | — | 39,900 | |
ALIGNMENT HEALTHCARE INC COMposition key pos:13470 · issuer key iss:135 | new | +$13.9M | +791,000 | $0 | $13.9M | — | 791,000 | |
EYEPOINT INC COM NEWposition key sid:sec:prov:dcfd7178444c2349b987cfc50b6bf1d8 · issuer key cusip6:30233G | trim | −$31.3M | −1,399,167 | $45.1M | $13.8M | 2,468,314 | 1,069,147 | |
JANUX THERAPEUTICS INC COMposition key sid:sec:prov:7f79da9ff584753bfd1b9acc24c00236 · issuer key cusip6:47103J | trim | −$13.3M | −970,826 | $27.0M | $13.7M | 1,954,426 | 983,600 | |
BIOCRYST PHARMACEUTICALS INC COMposition key pos:15962 · issuer key iss:374 | trim | −$18.1K | −316,600 | $13.6M | $13.6M | 1,741,800 | 1,425,200 | |
BICARA THERAPEUTICS INC COMposition key sid:sec:prov:b23dd6a0ecec2737a5c87e9c74cf430d · issuer key cusip6:055477 | add | +$9.8M | +458,200 | $3.5M | $13.3M | 209,100 | 667,300 | |
BIOAGE LABS INC COMposition key sid:sec:prov:09a6575686667c84597e4fe2b4841977 · issuer key cusip6:09077V | trim | +$2.0M | −79,090 | $10.5M | $12.4M | 790,901 | 711,811 | |
COGENT BIOSCIENCES INC COMposition key pos:18333 · issuer key iss:610 | trim | −$780K | −48,900 | $13.2M | $12.4M | 371,000 | 322,100 | |
ALUMIS INC COMposition key pos:17057 · issuer key iss:158 | trim | +$1.3M | −554,567 | $10.8M | $12.1M | 1,102,730 | 548,163 | |
REGENERON PHARMACEUTICALS COMposition key pos:16027 · issuer key iss:1826 | new | +$11.4M | +14,700 | $0 | $11.4M | — | 14,700 | |
BIOGEN INC COMposition key pos:12302 · issuer key iss:376 | new | +$11.3M | +61,600 | $0 | $11.3M | — | 61,600 | |
QIAGEN NV ORD SHARESposition key pos:14467 · issuer key iss:2708 CALL | new | +$10.0M | +250,000 | $0 | $10.0M | — | 250,000 | |
KINIKSA PHARMACEUTICALS INTL ORD SHS CL Aposition key pos:14218 · issuer key iss:2550 | trim | +$974K | −6,600 | $7.7M | $8.7M | 187,199 | 180,599 | |
KEROS THERAPEUTICS INC COMposition key pos:16973 · issuer key cusip6:492327 | trim | −$8.0M | −45,057 | $16.4M | $8.4M | 804,212 | 759,155 | |
GILEAD SCIENCES INC COMposition key pos:11444 · issuer key iss:1008 | new | +$8.3M | +59,600 | $0 | $8.3M | — | 59,600 | |
HERON THERAPEUTICS INC COMposition key sid:sec:prov:bf8ba8a176478fa55a6137c9e08e0ee6 · issuer key cusip6:427746 | new | +$7.9M | +9,816,940 | $0 | $7.9M | — | 9,816,940 | |
AVALO THERAPEUTICS INC COM NEWposition key sid:sec:prov:37b91915f07af95197894a79df85a91e · issuer key cusip6:05338F | trim | −$14.5M | −712,135 | $21.6M | $7.1M | 1,187,300 | 475,165 | |
TECTONIC THERAPEUTIC INC COMposition key sid:sec:prov:ab98bdc5d9f0946c8554aa4745533ba5 · issuer key cusip6:878972 | trim | −$5.0M | −348,000 | $12.0M | $7.0M | 574,600 | 226,600 | |
COMPASS PATHWAYS PLC SPONSORED ADSposition key sid:sec:prov:88f799da4526ad1ae0a440740a6e9c1b · issuer key cusip6:20451W | new | +$6.4M | +1,150,646 | $0 | $6.4M | — | 1,150,646 | |
PALVELLA THERAPEUTICS INC NE COMposition key sid:sec:prov:306a1219dc3e80453ba2cb392e4281b0 · issuer key cusip6:697947 CALL | new | +$6.2M | +50,000 | $0 | $6.2M | — | 50,000 | |
ALX ONCOLOGY HLDGS INC COMposition key sid:sec:prov:cfab5f07b0b6fc7e17744bf457f942d7 · issuer key cusip6:00166B | new | +$5.7M | +2,866,256 | $0 | $5.7M | — | 2,866,256 | |
ARTIVION INC COMposition key pos:18864 · issuer key iss:688 | new | +$5.5M | +151,000 | $0 | $5.5M | — | 151,000 | |
REVOLUTION MEDICINES INC COMposition key pos:15541 · issuer key iss:1842 | add | +$3.0M | +26,100 | $2.1M | $5.1M | 25,900 | 52,000 | |
ADC THERAPEUTICS SA SHSposition key sid:sec:prov:8da00f0cae7aab2e87fae6f0ec349fcf · issuer key cusip6:H0036K | trim | −$15.6M | −4,504,828 | $20.6M | $4.9M | 5,822,854 | 1,318,026 | |
PROTAGONIST THERAPEUTICS INC COMposition key pos:14826 · issuer key iss:1773 | add | +$2.5M | +20,400 | $1.9M | $4.4M | 21,700 | 42,100 | |
PALISADE BIO INC COMposition key sid:sec:prov:fefbed769ea5db09695bd4a0f3004463 · issuer key cusip6:696389 | add | −$315K | +461,580 | $4.4M | $4.1M | 1,871,420 | 2,333,000 | |
ALTO NEUROSCIENCE INC COM SHSposition key sid:sec:prov:d8f1dce881f876173d775baaae476159 · issuer key cusip6:02157Q | add | +$1.5M | +42,500 | $2.2M | $3.8M | 125,000 | 167,500 | |
SAVARA INC COMposition key sid:sec:prov:2bc6a25d40cf07124e3a03bdecf4a4df · issuer key cusip6:805111 | new | +$3.5M | +635,000 | $0 | $3.5M | — | 635,000 | |
CULLINAN THERAPEUTICS INC COMposition key pos:13492 · issuer key iss:693 | trim | +$659K | −27,000 | $2.8M | $3.5M | 270,006 | 243,006 | |
SOLENO THERAPEUTICS INC COMposition key sid:sec:prov:9c654c0b85e21e330a7ebfd2ced217c7 · issuer key cusip6:834203 CALL | new | +$3.3M | +100,000 | $0 | $3.3M | — | 100,000 | |
PTC THERAPEUTICS INC COMposition key pos:18526 · issuer key iss:1662 | add | +$1.6M | +25,900 | $1.8M | $3.3M | 23,200 | 49,100 | |
LIFESTANCE HEALTH GROUP INC COMposition key pos:16008 · issuer key iss:1352 | new | +$3.2M | +500,000 | $0 | $3.2M | — | 500,000 | |
BRIGHT MINDS BIOSCIENCES INC COM NEWposition key sid:sec:prov:fed138ced9737b90542a54b9484d2da0 · issuer key cusip6:10919W | new | +$2.9M | +40,000 | $0 | $2.9M | — | 40,000 | |
JADE BIOSCIENCES INC COM NEWposition key sid:sec:prov:3b4a08cf659449a1ac1d2ee41e501b50 · issuer key cusip6:008064 | trim | −$5.6M | −346,152 | $8.2M | $2.6M | 531,163 | 185,011 | |
C4 THERAPEUTICS INC COM STKposition key sid:sec:prov:d5b8ae591253ff1bf9b2d55cf805085a · issuer key cusip6:12529R | trim | −$431K | −548,549 | $2.7M | $2.3M | 1,404,902 | 856,353 | |
AVITA MEDICAL INC COMposition key sid:sec:prov:d86675a138fe55e9b9a919f196c045ad · issuer key cusip6:05380C | new | +$2.0M | +544,895 | $0 | $2.0M | — | 544,895 | |
KALVISTA PHARMACEUTICALS INC COMposition key pos:10966 · issuer key cusip6:483497 | trim | −$4.3M | −288,000 | $6.2M | $1.9M | 382,400 | 94,400 | |
ATAIBECKLEY INC COM SHSposition key pos:13477 · issuer key iss:265 | new | +$1.2M | +347,000 | $0 | $1.2M | — | 347,000 | |
| pos:11232 | exit‡e | −$8.5M | −85,664 | $8.5M | $0 | 85,664 | — | |
| pos:11454 | exit‡e | −$12.6M | −154,400 | $12.6M | $0 | 154,400 | — | |
| pos:12315 | exit‡e | −$44.6M | −314,240 | $44.6M | $0 | 314,240 | — | |
| pos:12813 | exit‡e | −$26.2M | −555,789 | $26.2M | $0 | 555,789 | — | |
| pos:14363 | exit‡e | −$14.4M | −2,380,715 | $14.4M | $0 | 2,380,715 | — | |
| pos:15087 | exit‡e | −$4.4M | −25,400 | $4.4M | $0 | 25,400 | — | |
| pos:15902 | exit‡e | −$51.3M | −105,200 | $51.3M | $0 | 105,200 | — | |
| pos:16385 | exit‡e | −$56.4M | −205,000 | $56.4M | $0 | 205,000 | — | |
EDWARDS LIFESCIENCES CORP COMposition key pos:17342 · issuer key iss:799 CALL | exit‡e | −$12.8M | −150,000 | $12.8M | $0 | 150,000 | — | |
| pos:18385 | exit‡e | −$87.0M | −2,153,300 | $87.0M | $0 | 2,153,300 | — | |
| pos:18572 | exit‡e | −$47.5M | −2,190,907 | $47.5M | $0 | 2,190,907 | — | |
| sid:sec:prov:0983c227d7f489fadce1abda0a417532 | exit‡e | −$55.6M | −1,642,891 | $55.6M | $0 | 1,642,891 | — | |
| sid:sec:prov:16b2967c1b0bb76b6346bfde109e0bb6 | exit‡e | −$15.0M | −3,525,650 | $15.0M | $0 | 3,525,650 | — |
80 more changes below.
1–100 of 110 changes
Mark-to-market only (no share change) · 26
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
EDGEWISE THERAPEUTICS INC COMposition key pos:12663 · issuer key iss:796 | no change | +$104M | 0 | $385M | $489M | 15,518,492 | 15,518,492 | |
ENLIVEN THERAPEUTICS INC COMposition key sid:sec:prov:bf437640b37b30ed62d091e5e9de5808 · issuer key cusip6:29337E | no change | +$189M | 0 | $123M | $312M | 7,959,538 | 7,959,538 | |
SINOVAC BIOTECH LTD SHSposition key sid:sec:prov:e9ff346d3a780b35a7173825a62fa6c7 · issuer key cusip6:P8696W | no change | $0 | 0 | $184M | $184M | 2,718,735 | 2,718,735 | |
CORVUS PHARMACEUTICALS INC COMposition key sid:sec:prov:990effbc09610fc927e1edc54d252d9d · issuer key cusip6:221015 | no change | +$49.7M | 0 | $55.2M | $105M | 7,165,006 | 7,165,006 | |
COMPASS THERAPEUTICS INC COMposition key sid:sec:prov:c5f3f37de4d48fd1b29c266e9a76eb0b · issuer key cusip6:20454B | no change | −$1.2M | 0 | $81.7M | $80.5M | 15,219,994 | 15,219,994 | |
ARRIVENT BIOPHARMA INC COMposition key sid:sec:prov:1a78f2f31f5e82c1522796ab4aa69fd1 · issuer key cusip6:04272N | no change | +$8.9M | 0 | $60.9M | $69.8M | 3,027,328 | 3,027,328 | |
DISC MEDICINE INC COMposition key pos:13022 · issuer key iss:741 | no change | −$16.5M | 0 | $84.8M | $68.3M | 1,067,550 | 1,067,550 | |
ARS PHARMACEUTICALS INC COMposition key pos:11241 · issuer key iss:1972 | no change | −$30.0M | 0 | $96.6M | $66.6M | 8,288,510 | 8,288,510 | |
UPSTREAM BIO INC COMposition key sid:sec:prov:1e348df3cde91ba41d5ebeef0c53e107 · issuer key cusip6:91678A | no change | −$103M | 0 | $155M | $51.2M | 5,693,589 | 5,693,589 | |
SHATTUCK LABS INC COMposition key sid:sec:prov:fe2d19423331278c853d3088ebb59311 · issuer key cusip6:82024L | no change | +$17.5M | 0 | $23.0M | $40.5M | 6,306,127 | 6,306,127 | |
PRELUDE THERAPEUTICS INC COMposition key sid:sec:prov:52a86e73e5ebd8fb9104a71a48f9c42d · issuer key cusip6:74065P | no change | +$5.7M | 0 | $31.6M | $37.3M | 10,909,256 | 10,909,256 | |
CRINETICS PHARMACEUTICALS IN COMposition key pos:15866 · issuer key iss:682 | no change | −$10.2M | 0 | $46.5M | $36.3M | 999,000 | 999,000 | |
FORTE BIOSCIENCES INC COM NEWposition key sid:sec:prov:fcb734c2b01cb725ac58cb009a803c4c · issuer key cusip6:34962G | no change | −$1.6M | 0 | $32.6M | $31.0M | 1,196,955 | 1,196,955 | |
THERMO FISHER SCIENTIFIC INC COMposition key pos:16012 · issuer key iss:2132 | no change | −$4.1M | 0 | $26.9M | $22.9M | 46,500 | 46,500 | |
IMAGENEBIO INC NONVOTINGposition key pos:1 · issuer key iss:1 | no change | +$1.9M | 0 | $20.1M | $22.1M | 6,210,899 | 6,210,899 | |
UROGEN PHARMA LTD COMposition key sid:sec:prov:a469da6cabfc03832e3d85a7bff09e97 · issuer key cusip6:M96088 | no change | −$4.8M | 0 | $20.5M | $15.7M | 875,487 | 875,487 | |
Q32 BIO INC COMposition key sid:sec:prov:6e16936cc001cd03c5031f448ea49187 · issuer key cusip6:746964 | no change | +$7.0M | 0 | $7.5M | $14.5M | 2,252,987 | 2,252,987 | |
WHITEHAWK THERAPEUTICS INC COMposition key pos:11528 · issuer key cusip6:00032Q | no change | +$4.3M | 0 | $10.1M | $14.4M | 4,166,000 | 4,166,000 | |
CARLSMED INC COMposition key sid:sec:prov:fffa505a3a774087c4e5ea8679a7fc6d · issuer key cusip6:14280C | no change | −$4.1M | 0 | $15.5M | $11.3M | 1,252,600 | 1,252,600 | |
ADICET BIO INC COM NEWposition key sid:sec:prov:055a2567de67e3d96ef1117e9fce8ec2 · issuer key cusip6:007002 | no change | −$1.7M | 0 | $8.7M | $7.0M | 1,027,944 | 1,027,944 | |
PHARVARIS N V COMposition key pos:15462 · issuer key iss:2706 | no change | +$103K | 0 | $5.7M | $5.8M | 205,400 | 205,400 | |
INSPIREMD INC COMposition key sid:sec:prov:4f3f0dbc6f010cb94ff5053ef428025c · issuer key cusip6:45779A | no change | −$470K | 0 | $5.6M | $5.1M | 3,133,405 | 3,133,405 | |
IMAGENEBIO INC COMposition key sid:sec:prov:6db6b47119928ad4af3cf49015c9c5eb · issuer key cusip6:45175G | no change | −$719K | 0 | $2.6M | $1.9M | 378,556 | 378,556 | |
VISTAGEN THERAPEUTICS INC COMposition key sid:sec:prov:ab6da773af8f9d90bd90fe82cc6dbcd7 · issuer key cusip6:92840H | no change | −$277K | 0 | $2.0M | $1.7M | 3,060,000 | 3,060,000 | |
COGENT BIOSCIENCES INC NOTE 1.625%11/1position key pos:15685 · issuer key iss:610 PRN | no change | +$45.9K | 0 | $1.2M | $1.2M | 1,000,000 | 1,000,000 | |
TRAWS PHARMA INC COM NEWposition key sid:sec:prov:ad5ef68a1a97fba832bc53a8b03014af · issuer key cusip6:68232V | no change | +$424K | 0 | $684K | $1.1M | 605,531 | 605,531 |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 66.9%below median 80.0%
- Concentration index
- 295 bpsbelow median 446 bps
- Positions with value
- 114 / 114median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 66.9% · HHI (bps) ·§: 295integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 136
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open ORBIMED ADVISORS LLC's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–100 of 109 issuers · $5.0B disclosed value over 114 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. |
|---|---|---|---|---|---|---|---|---|
| — | EWTXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EDGEWISE THERAPEUTICS INC EDGEWISE THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $489M | 15,518,492 | — | 9.7% | — | |
| — | — | ENLIVEN THERAPEUTICS INC ENLIVEN THERAPEUTICS INC · COM CUSIP 29337E102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $312M | 7,959,538 | — | 6.2% | — | |
| — | — | MDXHEALTH SA MDXHEALTH SA · SHS NEW · CALL CUSIP B5950S113 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $286M | 124,306,000 | — | 5.7% | — | |
| — | LLYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ELI LILLY & CO ELI LILLY & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $218M | 236,800 | — | 4.3% | — | |
| — | — | AVITA MEDICAL INC | $197M | — | — | 3.9% | — | |
| — | — | SINOVAC BIOTECH LTD SINOVAC BIOTECH LTD · SHS CUSIP P8696W104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $184M | 2,718,735 | — | 3.7% | — | |
| — | BSXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BOSTON SCIENTIFIC CORP BOSTON SCIENTIFIC CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $149M | 2,382,100 | — | 3.0% | — | |
| — | SIONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SIONNA THERAPEUTICS INC SIONNA THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $142M | 3,530,702 | — | 2.8% | — | |
| — | AZNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASTRAZENECA PLC ASTRAZENECA PLC · ORD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $132M | 670,200 | — | 2.6% | — | |
| — | MYGNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MYRIAD GENETICS INC MYRIAD GENETICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $123M | 125,000,000 PRN | — | 2.4% | — | |
| — | — | MBX BIOSCIENCES INC MBX BIOSCIENCES INC · COM CUSIP 55287L101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $109M | 3,637,887 | — | 2.2% | — | |
| — | — | CORVUS PHARMACEUTICALS INC CORVUS PHARMACEUTICALS INC · COM CUSIP 221015100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $105M | 7,165,006 | — | 2.1% | — | |
| — | ARGXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARGENX SE ARGENX SE · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $100.0M | 136,900 | — | 2.0% | — | |
| — | EWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EDWARDS LIFESCIENCES CORP EDWARDS LIFESCIENCES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $98.5M | 1,230,600 | — | 2.0% | — | |
| — | ISRGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $96.2M | 208,700 | — | 1.9% | — | |
| — | — | COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM CUSIP 20454B104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $80.5M | 15,219,994 | — | 1.6% | — | |
| — | MRKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MERCK & CO INC MERCK & CO INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $79.8M | 663,400 | — | 1.6% | — | |
| — | — | STRUCTURE THERAPEUTICS INC STRUCTURE THERAPEUTICS INC · SPONSORED ADS CUSIP 86366E106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $71.1M | 1,475,403 | — | 1.4% | — | |
| — | — | ARRIVENT BIOPHARMA INC ARRIVENT BIOPHARMA INC · COM CUSIP 04272N102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $69.8M | 3,027,328 | — | 1.4% | — | |
| — | IRONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DISC MEDICINE INC DISC MEDICINE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $68.3M | 1,067,550 | — | 1.4% | — | |
| — | SPRYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARS PHARMACEUTICALS INC ARS PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $66.6M | 8,288,510 | — | 1.3% | — | |
| — | CGONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CG ONCOLOGY INC CG ONCOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $64.2M | 948,267 | — | 1.3% | — | |
| — | XENEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $61.6M | 1,059,971 | — | 1.2% | — | |
| — | SYKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STRYKER CORPORATION STRYKER CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $60.0M | 182,500 | — | 1.2% | — | |
| — | BMYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BRISTOL-MYERS SQUIBB CO BRISTOL-MYERS SQUIBB CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $56.1M | 925,000 | — | 1.1% | — | |
| — | — | MINERALYS THERAPEUTICS INC MINERALYS THERAPEUTICS INC · COM CUSIP 603170101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $55.6M | 2,052,900 | — | 1.1% | — | |
| — | PRAXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $55.6M | 172,500 | — | 1.1% | — | |
| — | PFEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PFIZER INC PFIZER INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $54.7M | 1,946,500 | — | 1.1% | — | |
| — | DYNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.9M | 2,917,884 | — | 1.0% | — | |
| — | NTRAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NATERA INC NATERA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.4M | 262,000 | — | 1.0% | — | |
| — | ABVXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ABIVAX SA ABIVAX SA · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $51.9M | 465,700 | — | 1.0% | — | |
| — | — | UPSTREAM BIO INC UPSTREAM BIO INC · COM CUSIP 91678A107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $51.2M | 5,693,589 | — | 1.0% | — | |
| — | DHRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DANAHER CORP DEL DANAHER CORP DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.4M | 265,800 | — | 1.0% | — | |
| — | CAIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CARIS LIFE SCIENCES INC CARIS LIFE SCIENCES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.2M | 2,806,811 | — | 1.0% | — | |
| — | ASNDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $41.6M | 181,977 | — | 0.8% | — | |
| — | — | SHATTUCK LABS INC SHATTUCK LABS INC · COM CUSIP 82024L103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $40.5M | 6,306,127 | — | 0.8% | — | |
| — | GHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GUARDANT HEALTH INC GUARDANT HEALTH INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $40.2M | 435,200 | — | 0.8% | — | |
| — | ALNYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.4M | 119,000 | — | 0.8% | — | |
| — | — | PRELUDE THERAPEUTICS INC PRELUDE THERAPEUTICS INC · COM CUSIP 74065P101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $37.3M | 10,909,256 | — | 0.7% | — | |
| — | CRNXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CRINETICS PHARMACEUTICALS IN CRINETICS PHARMACEUTICALS IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $36.3M | 999,000 | — | 0.7% | — | |
| — | AXSMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AXSOME THERAPEUTICS INC. AXSOME THERAPEUTICS INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $36.2M | 213,921 | — | 0.7% | — | |
| — | QUREverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UNIQURE NV UNIQURE NV · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $34.9M | 2,136,149 | — | 0.7% | — | |
| — | ORICverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ORIC PHARMACEUTICALS INC ORIC PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $34.1M | 2,693,929 | — | 0.7% | — | |
| — | ELVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ELEVANCE HEALTH INC FORMERLY ELEVANCE HEALTH INC FORMERLY · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $33.6M | 114,700 | — | 0.7% | — | |
| — | — | RELMADA THERAPEUTICS INC RELMADA THERAPEUTICS INC · COM CUSIP 75955J402 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.8M | 4,715,864 | — | 0.7% | — | |
| — | — | FORTE BIOSCIENCES INC FORTE BIOSCIENCES INC · COM NEW CUSIP 34962G208 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $31.0M | 1,196,955 | — | 0.6% | — | |
| — | TRVIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TREVI THERAPEUTICS INC TREVI THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $29.3M | 2,454,400 | — | 0.6% | — | |
| — | ESPRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ESPERION THERAPEUTICS INC NE ESPERION THERAPEUTICS INC NE · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $29.0M | 10,570,300 | — | 0.6% | — | |
| — | — | NEUROPACE INC NEUROPACE INC · COM CUSIP 641288105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $27.6M | 2,096,527 | — | 0.5% | — | |
| — | RYTMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RHYTHM PHARMACEUTICALS INC RHYTHM PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $27.3M | 314,100 | — | 0.5% | — | |
| — | — | PALVELLA THERAPEUTICS INC NE | $23.0M | 184,600 | — | 0.5% | — | |
| — | TMOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | THERMO FISHER SCIENTIFIC INC THERMO FISHER SCIENTIFIC INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $22.9M | 46,500 | — | 0.5% | — | |
| — | — | SYNDAX PHARMACEUTICALS INC SYNDAX PHARMACEUTICALS INC · COM CUSIP 87164F105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $22.5M | 962,300 | — | 0.4% | — | |
| — | — | PRELUDE THERAPEUTICS INC | $22.1M | 6,210,899 | — | 0.4% | — | |
| — | BTSGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BRIGHTSPRING HEALTH SVCS INC BRIGHTSPRING HEALTH SVCS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $21.2M | 497,800 | — | 0.4% | — | |
| — | — | LEXEO THERAPEUTICS INC LEXEO THERAPEUTICS INC · COM CUSIP 52886X107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.7M | 3,602,450 | — | 0.4% | — | |
| — | — | SUTRO BIOPHARMA INC SUTRO BIOPHARMA INC · COM SHS CUSIP 869367201 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.0M | 801,144 | — | 0.4% | — | |
| — | — | NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS · COM NEW CUSIP 640268306 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $19.8M | 275,000 | — | 0.4% | — | |
| — | — | CYBIN INC CYBIN INC · COM NEW CUSIP 23256X407 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $18.4M | 3,832,843 | — | 0.4% | — | |
| — | KRYSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $17.8M | 69,100 | — | 0.4% | — | |
| — | — | CORBUS PHARMACEUTICALS HLDGS CORBUS PHARMACEUTICALS HLDGS · COM NEW CUSIP 21833P301 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.3M | 1,737,287 | — | 0.3% | — | |
| — | — | UROGEN PHARMA LTD UROGEN PHARMA LTD · COM CUSIP M96088105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.7M | 875,487 | — | 0.3% | — | |
| — | DFTXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.2M | 804,000 | — | 0.3% | — | |
| — | — | VERA THERAPEUTICS INC VERA THERAPEUTICS INC · CL A CUSIP 92337R101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.9M | 369,596 | — | 0.3% | — | |
| — | — | Q32 BIO INC Q32 BIO INC · COM CUSIP 746964105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.5M | 2,252,987 | — | 0.3% | — | |
| — | — | WHITEHAWK THERAPEUTICS INC WHITEHAWK THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.4M | 4,166,000 | — | 0.3% | — | |
| — | AMGNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMGEN INC AMGEN INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.0M | 39,900 | — | 0.3% | — | |
| — | — | ALIGNMENT HEALTHCARE INC ALIGNMENT HEALTHCARE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.9M | 791,000 | — | 0.3% | — | |
| — | — | EYEPOINT INC EYEPOINT INC · COM NEW CUSIP 30233G209 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.8M | 1,069,147 | — | 0.3% | — | |
| — | — | JANUX THERAPEUTICS INC JANUX THERAPEUTICS INC · COM CUSIP 47103J105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.7M | 983,600 | — | 0.3% | — | |
| — | COGTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COGENT BIOSCIENCES INC | $13.6M | — | — | 0.3% | — | |
| — | BCRXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BIOCRYST PHARMACEUTICALS INC BIOCRYST PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.6M | 1,425,200 | — | 0.3% | — | |
| — | — | BICARA THERAPEUTICS INC BICARA THERAPEUTICS INC · COM CUSIP 055477103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.3M | 667,300 | — | 0.3% | — | |
| — | — | BIOAGE LABS INC BIOAGE LABS INC · COM CUSIP 09077V100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.4M | 711,811 | — | 0.2% | — | |
| — | ALMSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALUMIS INC ALUMIS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.1M | 548,163 | — | 0.2% | — | |
| — | REGNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REGENERON PHARMACEUTICALS REGENERON PHARMACEUTICALS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $11.4M | 14,700 | — | 0.2% | — | |
| — | — | CARLSMED INC CARLSMED INC · COM CUSIP 14280C105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $11.3M | 1,252,600 | — | 0.2% | — | |
| — | BIIBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BIOGEN INC BIOGEN INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $11.3M | 61,600 | — | 0.2% | — | |
| — | QGENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | QIAGEN NV QIAGEN NV · ORD SHARES · CALL CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.0M | 250,000 | — | 0.2% | — | |
| — | KNSAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL · ORD SHS CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.7M | 180,599 | — | 0.2% | — | |
| — | — | KEROS THERAPEUTICS INC KEROS THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.4M | 759,155 | — | 0.2% | — | |
| — | GILDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GILEAD SCIENCES INC GILEAD SCIENCES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.3M | 59,600 | — | 0.2% | — | |
| — | — | HERON THERAPEUTICS INC HERON THERAPEUTICS INC · COM CUSIP 427746102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.9M | 9,816,940 | — | 0.2% | — | |
| — | — | AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC · COM NEW CUSIP 05338F306 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.1M | 475,165 | — | 0.1% | — | |
| — | — | TECTONIC THERAPEUTIC INC TECTONIC THERAPEUTIC INC · COM CUSIP 878972108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.0M | 226,600 | — | 0.1% | — | |
| — | — | ADICET BIO INC ADICET BIO INC · COM NEW CUSIP 007002207 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.0M | 1,027,944 | — | 0.1% | — | |
| — | — | COMPASS PATHWAYS PLC COMPASS PATHWAYS PLC · SPONSORED ADS CUSIP 20451W101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.4M | 1,150,646 | — | 0.1% | — | |
| — | PHVSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PHARVARIS N V PHARVARIS N V · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.8M | 205,400 | — | 0.1% | — | |
| — | — | ALX ONCOLOGY HLDGS INC ALX ONCOLOGY HLDGS INC · COM CUSIP 00166B105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.7M | 2,866,256 | — | 0.1% | — | |
| — | AORTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARTIVION INC ARTIVION INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.5M | 151,000 | — | 0.1% | — | |
| — | — | INSPIREMD INC INSPIREMD INC · COM CUSIP 45779A846 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.1M | 3,133,405 | — | 0.1% | — | |
| — | RVMDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REVOLUTION MEDICINES INC REVOLUTION MEDICINES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.1M | 52,000 | — | 0.1% | — | |
| — | — | ADC THERAPEUTICS SA ADC THERAPEUTICS SA · SHS CUSIP H0036K147 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.9M | 1,318,026 | — | 0.1% | — | |
| — | PTGXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROTAGONIST THERAPEUTICS INC PROTAGONIST THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.4M | 42,100 | — | 0.1% | — | |
| — | — | PALISADE BIO INC PALISADE BIO INC · COM CUSIP 696389402 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.1M | 2,333,000 | — | 0.1% | — | |
| — | — | ALTO NEUROSCIENCE INC ALTO NEUROSCIENCE INC · COM SHS CUSIP 02157Q109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.8M | 167,500 | — | 0.1% | — | |
| — | — | SAVARA INC SAVARA INC · COM CUSIP 805111101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.5M | 635,000 | — | 0.1% | — | |
| — | CGEMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CULLINAN THERAPEUTICS INC CULLINAN THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.5M | 243,006 | — | 0.1% | — | |
| — | — | SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC · COM · CALL CUSIP 834203309 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.3M | 100,000 | — | 0.1% | — | |
| — | PTCTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PTC THERAPEUTICS INC PTC THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.3M | 49,100 | — | 0.1% | — |
1–100 of 109 issuers · page 1 of 2
every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).