ORBIMED ADVISORS LLC
13F filer · CIK 1055951 · New York, NY
Summary
ORBIMED ADVISORS LLC reported $5.37B across 128 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are EWTX (11.7%), ELVN (6.4%), LLY (5.8%). Versus 2026 Q1, leaving options aside, it opened 35 new positions, added to 32, trimmed 25 and sold out of 21.
Reported value$5.37B
Positions128incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions35
Added32
Trimmed25
Sold out21
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.7%Value $630.52MPrice $39.19Shares 15.52MSince Jun 30 -3.54%
Weight 6.4%Value $343.91MPrice $46.51Shares 6.78M -14.86%Since Jun 30 -8.35%
Weight 5.8%Value $309.33MPrice $1185Shares 258K +8.91%Since Jun 30 -1.23%
Weight 3.5%Value $189.27MPrice $57.75Shares 3.43M -5.75%Since Jun 30 +4.62%
Weight 3.4%Value $184.47MPrice $6.47Shares 2.72MSince Jun 30 -90.46%
Weight 3.2%Value $171.08MPrice $164.21Shares 916K +36.63%Since Jun 30 -12.11%
Weight 2.2%Value $118.58MPrice $32.69Shares 2.21M +49.75%Since Jun 30 -39.09%
Weight 2.1%Value $112.43MPrice $5.15Shares 2.56M -27.61%Since Jun 30 -88.29%
Weight 2.0%Value $107.05MPrice $11.76Shares 7.17MSince Jun 30 -21.29%
Weight 2.0%Value $105.17MPrice $29.54Shares 3.03MSince Jun 30 -14.97%
Weight 1.6%Value $87.57MPrice $177.73Shares 584K +34.12%Since Jun 30 +18.46%
Weight 1.6%Value $86.17MPrice $970.66Shares 93K -32.15%Since Jun 30 +4.62%
Weight 1.6%Value $85.25MPrice $149.28Shares 663KSince Jun 30 +16.17%
Weight 1.6%Value $83.25MPrice $24.51Shares 1.81M -15.39%Since Jun 30 -46.79%
Weight 1.4%Value $77.04MPrice $281.00Shares 230K +33.39%Since Jun 30 -16.07%
Weight 1.4%Value $75.53MPrice $88.08Shares 835K -32.16%Since Jun 30 -2.63%
Weight 1.4%Value $73.15MPrice $3.96Shares 13.72M +25.81%Since Jun 30 -25.70%
Weight 1.4%Value $72.83MPrice $98.50Shares 547K +17.35%Since Jun 30 -26.08%
Weight 1.3%Value $71.86MPrice $16.21Shares 3.24M +10.89%Since Jun 30 -27.01%
Weight 1.3%Value $71.12MPrice $414.52Shares 262KSince Jun 30 +52.71%
Weight 1.3%Value $69.12MPrice $70.52Shares 973K +2.59%Since Jun 30 -0.75%
Weight 1.2%Value $66.96MPrice $374.94Shares 161KSince Jun 30 -9.79%
Weight 1.2%Value $66.39MPrice $4.40Shares 8.29MSince Jun 30 -45.07%
Weight 1.2%Value $65.20MPrice $228.07Shares 244KSince Jun 30 -14.49%
Weight 1.2%Value $65.18MPrice $386.87Shares 164KSince Jun 30 -2.61%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.7% | $630.52M | -3.54% | — | Hold | |
| 6.4% | $343.91M | -8.35% | -14.86% | Trim | |
| 5.8% | $309.33M | -1.23% | +8.91% | Add | |
| 3.5% | $189.27M | +4.62% | -5.75% | Trim | |
| 3.4% | $184.47M | -90.46% | — | Hold | |
| 3.2% | $171.08M | -12.11% | +36.63% | Add | |
| 2.2% | $118.58M | -39.09% | +49.75% | Add | |
| 2.1% | $112.43M | -88.29% | -27.61% | Trim | |
| 2.0% | $107.05M | -21.29% | — | Hold | |
| 2.0% | $105.17M | -14.97% | — | Hold | |
| 1.6% | $87.57M | +18.46% | +34.12% | Add | |
| 1.6% | $86.17M | +4.62% | -32.15% | Trim | |
| 1.6% | $85.25M | +16.17% | — | Hold | |
| 1.6% | $83.25M | -46.79% | -15.39% | Trim | |
| 1.4% | $77.04M | -16.07% | +33.39% | Add | |
| 1.4% | $75.53M | -2.63% | -32.16% | Trim | |
| 1.4% | $73.15M | -25.70% | +25.81% | Add | |
| 1.4% | $72.83M | -26.08% | +17.35% | Add | |
| 1.3% | $71.86M | -27.01% | +10.89% | Add | |
| 1.3% | $71.12M | +52.71% | — | Hold | |
| 1.3% | $69.12M | -0.75% | +2.59% | Add | |
| 1.2% | $66.96M | -9.79% | — | New | |
| 1.2% | $66.39M | -45.07% | — | Hold | |
| 1.2% | $65.20M | -14.49% | — | New | |
| 1.2% | $65.18M | -2.61% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.