Orbimed Advisors LLC Portfolio Holdings

Orbimed Advisors LLC

  • $2.8 Billion
  • Q2 2025

Orbimed Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.8 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $302M, Eli Lilly & CO with a value of $263M, Edgewise Therapeutics, Inc. with a value of $203M, Intuitive Surgical Inc with a value of $158M, and Stryker Corp with a value of $142M.

Examining the 13F form we can see an decrease of $407M in the current position value, from $3.21B to 2.8B.

Orbimed Advisors LLC is based out at San Diego, CA

Below you can find more details about Orbimed Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.8 Billion
Healthcare: $2.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$302 Million 10.79% of portfolio
2,813,200
Q1 2025 Reduced 10.98%
$725B
$263 Million 9.39% of portfolio
337,600
Q2 2024 Reduced 6.43%
$995M
$203 Million 7.26% of portfolio
15,518,492
Q2 2025 Added 3.31%
$158B
$158 Million 5.65% of portfolio
291,000
Q1 2025 Reduced 27.56%
$140B
$142 Million 5.07% of portfolio
359,200
Q1 2025 Added 4.3%
$48.1B
$134 Million 4.77% of portfolio
1,708,000
Q2 2025 Added 11.49%
$40.8B
$115 Million 4.09% of portfolio
208,000
Q2 2025 Added 0.63%
$56.1B
$111 Million 3.98% of portfolio
341,900
Q2 2025 Reduced 1.21%
$323B
$105 Million 3.75% of portfolio
336,300
Q2 2025 Added 67.15%
$15.6B
$100 Million 3.58% of portfolio
593,434
Q2 2025 Added 8.49%
$101B
$93.6 Million 3.34% of portfolio
210,287
Q2 2025 Added 31.51%
$21.9B
$81.8 Million 2.92% of portfolio
465,000
Q1 2025 Reduced 41.29%
$13.4B
$55.1 Million 1.97% of portfolio
438,540
Q2 2025 Reduced 53.08%
$3.42B
$53.3 Million 1.9% of portfolio
433,400
Q2 2025 Reduced 34.58%
$2.22B
$51.5 Million 1.84% of portfolio
1,812,886
Q1 2025 Added 62.9%
$486M
$48.5 Million 1.73% of portfolio
2,578,979
Q2 2025 Reduced 25.09%
$380M
$39.6 Million 1.41% of portfolio
15,219,994
Q2 2025 Reduced 31.94%
$5.17B
$35.6 Million 1.27% of portfolio
1,077,000
Q2 2025 Reduced 28.64%
$2.24B
$33 Million 1.18% of portfolio
1,149,000
Q2 2025 Added 15.02%
$9.68B
$32.3 Million 1.15% of portfolio
607,316
Q2 2025 Reduced 10.66%
$10.7B
$31.3 Million 1.12% of portfolio
2,779,427
Q2 2025 New
$217M
$31.4 Million 1.12% of portfolio
5,779,071
Q3 2022 New
$2.5B
$29.7 Million 1.06% of portfolio
947,877
Q4 2024 Added 4.0%
$260M
$29.1 Million 1.04% of portfolio
2,614,184
Q2 2025 Reduced 23.26%
$333M
$28.7 Million 1.02% of portfolio
7,165,006
Q2 2025 Added 3.19%
$286M
$28.2 Million 1.01% of portfolio
7,562,971
Q3 2024 Reduced 0.74%
$987M
$28 Million 1.0% of portfolio
1,210,300
Q2 2025 Added 59.55%
$2.49B
$25.7 Million 0.92% of portfolio
1,482,300
Q2 2025 Added 3.49%
$155M
$23.1 Million 0.82% of portfolio
6,059,528
Q3 2024 Added 8.99%
$210M
$19.2 Million 0.69% of portfolio
8,461,500
Q2 2025 New
$190B
$18.9 Million 0.67% of portfolio
46,500
Q2 2025 Reduced 63.95%
$2.15B
$18.6 Million 0.66% of portfolio
557,900
Q2 2025 Added 71.4%
$521M
$18.1 Million 0.65% of portfolio
3,308,400
Q2 2025 Added 195.39%
$312M
$15.8 Million 0.57% of portfolio
5,907,351
Q2 2025 Reduced 1.02%
$5.63B
$15.7 Million 0.56% of portfolio
248,512
Q2 2025 Reduced 34.6%
$272M
$14.5 Million 0.52% of portfolio
1,923,855
Q1 2025 Reduced 0.96%
$411M
$13.6 Million 0.49% of portfolio
1,018,734
Q3 2024 Reduced 19.7%
$2.21B
$13.1 Million 0.47% of portfolio
2,285,400
Q4 2024 Added 300.74%
$757M
$12 Million 0.43% of portfolio
2,380,715
Q2 2025 Added 5.89%
$1.43B
$11.5 Million 0.41% of portfolio
3,344,568
Q2 2025 Reduced 20.0%
$2.21B
$11.3 Million 0.4% of portfolio
211,300
Q2 2025 Added 17.45%
$109M
$9.77 Million 0.35% of portfolio
6,830,300
Q1 2025 Added 56.02%
$640M
$9.82 Million 0.35% of portfolio
1,031,400
Q2 2025 Added 1.65%
$472M
$9.13 Million 0.33% of portfolio
899,281
Q2 2025 Added 28.47%
$2.01B
$9.05 Million 0.32% of portfolio
416,900
Q2 2025 New
$48.7M
$8.84 Million 0.32% of portfolio
10,909,256
Q2 2023 Added 8.66%
$1.55B
$8.02 Million 0.29% of portfolio
197,900
Q2 2025 Reduced 69.73%
$3.32B
$8.08 Million 0.29% of portfolio
231,000
Q2 2025 New
$558M
$7.7 Million 0.27% of portfolio
804,603
Q2 2025 Reduced 54.1%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $2.8 Billion
  • Prior Value $3.21 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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