Orbimed Advisors
Orbimed Advisors reported 116 stocks worth $5.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EWTX (12.0%), ELVN (6.6%) and LLY (5.9%). Compared with Q1 2026, the fund opened new positions in UNH, ASND and HUM, added to LLY, AZN and GPCR, trimmed ELVN, MBX and SION and sold out of PFE, DHR and ASND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  EWTX Edgewise Therapeutics Inc | $631M | 12.0% | 15.5M | No change | 8 of 8 | |
| 2 |  ELVN Enliven Therapeutics Inc | $344M | 6.6% | 6.8M | −1.2M (−15%) | 8 of 8 | |
| 3 |  LLY Eli Lilly & Co | $309M | 5.9% | 258K | +21K (+9%) | 8 of 8 | |
| 4 |  MBX Mbx Biosciences Inc | $189M | 3.6% | 3.4M | −209K (−6%) | 8 of 8 | |
| 5 |  SVA Sinovac Biotech Ltd | $184M | 3.5% | 2.7M | No change | 8 of 8 | |
| 6 |  AZN Astrazeneca PLC Ord | $171M | 3.3% | 916K | +246K (+37%) | 2 of 8 | |
| 7 |  GPCR Structure Therapeutics Inc | $119M | 2.3% | 2.2M | +734K (+50%) | 8 of 8 | |
| 8 |  SION Sionna Therapeutics Inc | $112M | 2.1% | 2.6M | −975K (−28%) | 6 of 8 | |
| 9 |  CRVS Corvus Pharmaceuticals Inc | $107M | 2.0% | 7.2M | No change | 8 of 8 | |
| 10 |  AVBP Arrivent Biopharma Inc | $105M | 2.0% | 3M | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PFE Pfizer Inc | $54.7M | 1.9M |
 DHR Danaher Corp | $50.4M | 266K |
 ASND Ascendis Pharma A/s | $41.6M | 182K |
ESPERION THERAPEUTICS INC NE | $29M | 10.6M |
 BTSG Brightspring Health Svcs Inc | $21.2M | 498K |
🔒 Free account: see all 20.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 XBI Spdr Series Trust | Put | $47.5M | 300K | +300,000 |
 ABVX Abivax SA | Call | $26.7M | 200K | +200,000 |
 PTGX Protagonist Therapeutics Inc | Call | $18.4M | 150K | +150,000 |
 RVMD Revolution Medicines Inc | Call | $9.4M | 50K | +50,000 |
 PVLA Palvella Therapeutics Inc NE | Call | $6.1M | 40K | −10,000 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Orbimed Advisors 13F FAQ
What does Orbimed Advisors own?
Orbimed Advisors reported 116 stocks worth $5.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EWTX (12.0%), ELVN (6.6%) and LLY (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Orbimed Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 32 new positions, 32 added to, 25 trimmed and 20 sold out. New positions include UNH, ASND and HUM. It sold all of PFE, DHR and ASND.
When will Orbimed Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Orbimed Advisors's portfolio worth?
The Q2 2026 filing reports $5.2B in US stocks ($5.4B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.