OrbiMed’s Amylyx Pharmaceuticals AMLX Stock Holding History

OrbiMed’s Portfolio AMLX Stock Details AMLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.29M	Buy	+183,400	New	+$2.84M	0.06%	113
2025 Q4	–	Sell	-750,600	Closed	-$10.2M	–	110
2025 Q3	$10.2M	Buy	750,600 +437,400	+140%	+$4.12M	0.24%	74
2025 Q2	$2.01M	Sell	313,200 -34,800	-10%	-$169K	0.05%	87
2025 Q1	$1.23M	Hold	348,000	–	–	0.03%	100
2024 Q4	$1.32M	Buy	+348,000	New	+$1.64M	0.03%	107
2023 Q2	–	Sell	-813,500	Closed	-$23.9M	–	128
2023 Q1	$23.9M	Buy	+813,500	New	+$28.3M	0.47%	60

Other funds holding AMLX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

SVCM

Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

OrbiMed's AMLX Position: Q2 2026 in Review

OrbiMed opened a new position in Amylyx Pharmaceuticals (AMLX) in Q2 2026: 183,400 shares worth $3.29M. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: OrbiMed previously reported a position in AMLX as recently as Q3 2025.

OrbiMed first reported a position in AMLX in Q1 2023 and has held it in 6 quarters since. The position peaked at $23.9M in Q1 2023. 207 funds tracked by Wall St. Rank hold AMLX as of Q2 2026.

OrbiMed held 183,400 shares of Amylyx Pharmaceuticals worth $3.29M as of Q2 2026.
Amylyx Pharmaceuticals was a new OrbiMed position in Q2 2026.
Amylyx Pharmaceuticals made up 0.06% of OrbiMed's portfolio in Q2 2026, its #113 holding.
OrbiMed first reported a position in Amylyx Pharmaceuticals in Q1 2023 and has held it in 6 quarters since.
OrbiMed's Amylyx Pharmaceuticals position peaked at $23.9M in Q1 2023.
207 funds tracked by Wall St. Rank held Amylyx Pharmaceuticals as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.