StockDriftsStockDriftsTop 50 Orbimed Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EWTX | EDGEWISE THERAPEUTICS INC | 11.94% | 15.52M | $630.5M | +0.00%(+0) | $30.57(+44.50%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 6.51% | 6.78M | $343.9M | -14.86%(-1.18M) | $19.13(+207.47%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.86% | 257.9K | $309.3M | +8.91%(+21.10K) | $503.54(+134.22%) | 2026-06-30 | |
| MBX | MBX BIOSCIENCES INC | 3.58% | 3.43M | $189.3M | -5.75%(-209.15K) | $25.36(+170.42%) | 2026-06-30 | |
| SVA | SINOVAC BIOTECH LTD | 3.49% | 2.72M | $184.5M | +0.00%(+0) | $4.33(+49.41%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 3.24% | 915.7K | $171.1M | +36.63%(+245.50K) | $190.86(-18.01%) | 2026-06-30 | |
| GPCR | STRUCTURE THERAPEUTICS INC | 2.25% | 2.21M | $118.6M | +49.75%(+734.00K) | $40.76(+33.16%) | 2026-06-30 | |
| SION | SIONNA THERAPEUTICS INC | 2.13% | 2.56M | $112.4M | -27.61%(-974.83K) | $10.46(-38.24%) | 2026-06-30 | |
| CRVS | CORVUS PHARMACEUTICALS INC | 2.03% | 7.17M | $107.0M | +0.00%(+0) | $11.17(+33.32%) | 2026-06-30 | |
| AVBP | ARRIVENT BIOPHARMA INC | 1.99% | 3.03M | $105.2M | +0.00%(+0) | $17.86(+65.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.30% | +34.19% | -1.99% | -9.58% |
| Top 20 Holdings Unweighted | +9.77% | +32.25% | -0.78% | -3.84% |
Orbimed Advisors LLC reports $5.40B in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are EWTX (11.9%), ELVN (6.5%) and LLY (5.9%). The top 20 holdings account for 57.87% of reported assets. Its disclosed equity book has returned +34.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Orbimed Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1055951). View Orbimed Advisors LLC’s 13F filings on SEC