ORBIMED ADVISORS LLC — 13F holdings

ORBIMED ADVISORS LLC reported 129 holdings worth $5.40B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EWTX EDGEWISE THERAPEUTICS INC — $631M (11.7%)
2. ELVN ENLIVEN THERAPEUTICS INC — $344M (6.4%)
3. LLY ELI LILLY & CO — $309M (5.7%)
4. MBX MBX BIOSCIENCES INC — $189M (3.5%)
5. SVA SINOVAC BIOTECH LTD — $184M (3.4%)
6. AZN ASTRAZENECA PLC — $171M (3.2%)
7. GPCR STRUCTURE THERAPEUTICS INC — $119M (2.2%)
8. SION SIONNA THERAPEUTICS INC — $112M (2.1%)
9. CRVS CORVUS PHARMACEUTICALS INC — $107M (2.0%)
10. AVBP ARRIVENT BIOPHARMA INC — $105M (1.9%)