ORBIMED ADVISORS LLC
Q2 2024 Form 13-F
NEW YORK, NEW YORK
CIK 0001055951
· CRD 118608
· SEC-registered investment adviser
Consolidated report · includes
1 manager
since Q2 2013
$5.0B Reported Value Total
ORBIMED ADVISORS LLC reports 31 total accounts under management (AUM). There are 31 discretionary accounts valued at $18,211,070,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
34 funds
· $22.1B gross asset value
Other: $13.5B · Hedge Fund: $4.3B · Private Equity Fund: $4.3B
Source: Form ADV filed 2026-08-18
Reported value
$5.0B
Quarter over quarter
-3.0%
Holdings
107
Top-10 concentration
44.2%
Filing Structure
Reports holdings for
- ORBIMED CAPITAL LLC · File #028-10410 · since Q2 2013
Key People
Form ADV owners & control persons
Carl Lee Gordon
MEMBER
Geoffrey Che-Chang Hsu
MEMBER
William Carter Neild
MEMBER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | August 14, 2024 |
| Form | 13F-HR |
| Reported value | $5.0B |
| Positions | 107 |
| Change in reported value | -7.2% |
| New positions | 10 |
| Exited positions | 14 |
| Position turnover | 19.8% |
| Top-10 concentration | 44.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
116 | $5.4B |
|
Q1 2026 13F
Filed May 15, 2026
|
104 | $5.0B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
103 | $4.9B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
97 | $4.2B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
96 | $4.0B |
|
Q1 2025 13F
Filed May 15, 2025
|
105 | $4.2B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
110 | $4.8B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
108 | $5.5B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
107 | $5.0B |
|
Q1 2024 13F
Filed May 15, 2024
|
111 | $5.4B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
108 | $5.0B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
119 | $4.7B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
117 | $5.5B |
|
Q1 2023 13F
Filed May 15, 2023
|
113 | $5.0B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
111 | $5.2B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
125 | $5.3B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
133 | $5.5B |
|
Q1 2022 13F
Filed May 16, 2022
|
136 | $6.1B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
154 | $7.6B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
165 | $8.8B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SVA SINOVAC BIOTECH LTD | $340.0M | 6.76% |
| 2 | LLY ELI LILLY & CO | $305.7M | 6.07% |
| 3 | EWTX EDGEWISE THERAPEUTICS INC | $270.5M | 5.38% |
| 4 | BSX BOSTON SCIENTIFIC CORP | $252.1M | 5.01% |
| 5 | ISRG INTUITIVE SURGICAL INC | $219.4M | 4.36% |
| 6 | BIIB BIOGEN INC | $208.8M | 4.15% |
| 7 | ELVN ENLIVEN THERAPEUTICS INC | $186.0M | 3.7% |
| 8 | MRK MERCK & CO INC | $162.9M | 3.24% |
| 9 | THC TENET HEALTHCARE CORP | $156.1M | 3.1% |
| 10 | JANX JANUX THERAPEUTICS INC | $124.8M | 2.48% |
| 11 | IONS IONIS PHARMACEUTICALS INC | $113.1M | 2.25% |
| 12 | SRPT SAREPTA THERAPEUTICS INC | $102.1M | 2.03% |
| 13 | SYK STRYKER CORPORATION | $91.5M | 1.82% |
| 14 | ELV ELEVANCE HEALTH INC | $91.1M | 1.81% |
| 15 | ARGX ARGENX SE | $89.9M | 1.79% |
| 16 | IRON DISC MEDICINE INC | $80.5M | 1.6% |
| 17 | SPRY ARS PHARMACEUTICALS INC | $78.6M | 1.56% |
| 18 | THRD THIRD HARMONIC BIO INC | $75.1M | 1.49% |
| 19 | NTRA NATERA INC | $74.4M | 1.48% |
| 20 | TMO THERMO FISHER SCIENTIFIC INC | $73.0M | 1.45% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.