DOSSIER · 13F-HR · Q1 2026

ORBIMED ADVISORS LLC

ORBIMED's hedge fund based in Omaha, NE $5.0B in tracked AUM across 112 positions as of Q1 2026.

O
ORBIMED·Omaha, NE·Hedge Fund
CIK 0001055951 · last filed Mar 31, 2026
Total AUM
$5.0B
12.5%
vs prior
Holdings
112
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Orbimed Advisors LLC SEC 13F Filing (Q3 2025)
1. Portfolio Overview

Orbimed Advisors LLC reported a significant contraction in its disclosed portfolio value for the quarter ended September 30, 2025. The total portfolio value decreased by 45.0%, dropping from $3.99 billion to $2.20 billion. This reduction is not solely attributable to market performance but is largely the result of a substantial shift in asset allocation, characterized by the exit of major larg...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EWTX
EDGEWISE THERAPEUTICS INC
$489M15.5M9.7%
02
ELVN
ENLIVEN THERAPEUTICS INC
$312M8.0M6.2%
03
B5950S113
MDXHEALTH SA
$286M124.3M5.7%
04
LLY
ELI LILLY & CO
$218M237K4.3%
05
RCEL
AVITA MEDICAL INC
$197M82.0M3.9%
06
P8696W104
SINOVAC BIOTECH LTD
$184M2.7M3.7%
07
BSX
BOSTON SCIENTIFIC CORP
$149M2.4M3.0%
08
SION
SIONNA THERAPEUTICS INC
$142M3.5M2.8%
09
G0593M107
ASTRAZENECA PLC
$132M670K2.6%
10
MYGN
MYRIAD GENETICS INC
$123M125.0M2.4%

Filing history

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