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OrbiMed Portfolio holdings

AUM $5.05B
1-Year Est. Return 125.28%
This Fund
S&P 500
This Quarter Est. Return
-3.57%
1 Year Est. Return
+125.28%
3 Year Est. Return
+334.72%
5 Year Est. Return
+344.07%
10 Year Est. Return
+2,748.76%
AUM
$4.86B
AUM Growth
-$642M
Cap. Flow
-$108M
Cap. Flow %
-2.23%
Top 10 Hldgs %
44.28%
Holding
142
New
24
Increased
23
Reduced
21
Closed
24

Top Buys

Rank Stock Value
1
UPB
Upstream Bio Inc
UPB
+$127M
2
EW icon
Edwards Lifesciences
EW
+$80.2M
3
NBIX icon
Neurocrine Biosciences
NBIX
+$78.7M
4
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$43.5M
5
CYTK icon
Cytokinetics
CYTK
+$42.4M

Top Sells

Rank Stock Value
1
AMGN icon
Amgen
AMGN
+$81.3M
2
ELV icon
Elevance Health
ELV
+$55.2M
3
BIIB icon
Biogen
BIIB
+$51.3M
4
MRK icon
Merck
MRK
+$50.1M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$47.5M

Sector Composition

Rank Sector Weight
1 Healthcare 98.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRDF icon
76
Cardiff Oncology
CRDF
$63M
$6.68M 0.14%
+1,538,462
New +$4.81M
PFE icon
77
CALL
Pfizer
PFE
$144B
$6.63M 0.14%
+250,000
New +$6.78M
SRRK icon
78
Scholar Rock
SRRK
$5.88B
$6.56M 0.14%
151,800
-590,500
-80% -$19.2M
INSM icon
79
Insmed
INSM
$22.3B
$6.53M 0.13%
+94,559
New +$6.81M
ENGN icon
80
enGene Therapeutics
ENGN
$119M
$6.12M 0.13%
+920,339
New +$7.15M
IMA
81
ImageneBio Inc
IMA
$63.1M
$5.8M 0.12%
294,947
– –
NSPR icon
82
InspireMD
NSPR
$31.4M
$5.61M 0.12%
2,133,405
– –
TRAW icon
83
Traws Pharma
TRAW
$7.32M
$5.38M 0.11%
605,531
– –
BIOA
84
BioAge Labs
BIOA
$987M
$5.34M 0.11%
921,959
-501,511
-35% -$8.65M
XFOR icon
85
X4 Pharmaceuticals
XFOR
$377M
$5.23M 0.11%
237,784
– –
BCAX
86
Bicara Therapeutics
BCAX
$1.7B
$5.2M 0.11%
298,301
+26,391
+10% +$549K
MIST icon
87
Milestone Pharmaceuticals
MIST
$127M
$4.72M 0.1%
2,000,000
– –
RPTX
88
DELISTED
Repare Therapeutics
RPTX
$4.35M 0.09%
3,322,488
– –
PASG icon
89
Passage Bio
PASG
$14.4M
$4.2M 0.09%
370,243
-120,901
-25% -$1.57M
GPCR icon
90
CALL
Structure Therapeutics
GPCR
$3.36B
$4.07M 0.08%
+150,000
New +$5.32M
KRYS icon
91
Krystal Biotech
KRYS
$10.7B
$3.68M 0.08%
23,500
– –
ARDT
92
Ardent Health
ARDT
$1.57B
$3.52M 0.07%
206,000
– –
SIBN icon
93
CALL
SI-BONE Inc
SIBN
$817M
$3.5M 0.07%
250,000
– –
THC icon
94
CALL
Tenet Healthcare
THC
$22.2B
$3.16M 0.06%
+25,000
New +$3.72M
CMMB
95
Chemomab Therapeutics
CMMB
$11.4M
$3.15M 0.06%
435,318
– –
CBLL
96
CeriBell Inc
CBLL
$673M
$2.91M 0.06%
+112,500
New +$3.07M
FATE icon
97
Fate Therapeutics
FATE
$276M
$2.77M 0.06%
1,680,580
– –
PEPG icon
98
PepGen
PEPG
$118M
$2.47M 0.05%
653,016
-144,342
-18% -$900K
TIL icon
99
Instil Bio
TIL
$49.5M
$2.23M 0.05%
116,785
+83,085
+247% +$2.53M
NKTX icon
100
Nkarta
NKTX
$152M
$2.05M 0.04%
821,400
-659,200
-45% -$2.03M
2 3
4
5 6

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NL
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BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
LFG
Lazard Frères Gestion Paris, France $5.07B AUM 20.66% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return

OrbiMed's Q4 2024 Portfolio in Review

As of Q4 2024, OrbiMed held 142 positions worth $4.86B, down 12% from $5.5B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

OrbiMed's Q4 2024 filing shows 24 new, 23 increased, 21 reduced and 24 closed positions. Its largest new stake was Upstream Bio Inc: 5,693,589 shares worth $93.6M. The largest sale was Amgen, an estimated $81.3M.

By sector, the portfolio is most concentrated in Healthcare at 98% of assets, down from 99% a quarter earlier.

  • OrbiMed's largest Q4 2024 buy was Upstream Bio Inc: 5,693,589 shares worth $93.6M.
  • OrbiMed added most to Neurocrine Biosciences in Q4 2024, an estimated $78.7M increase.
  • OrbiMed's biggest Q4 2024 reduction was Biogen, cutting an estimated $51.3M.
  • OrbiMed fully exited Amgen in Q4 2024, selling an estimated $81.3M.
  • OrbiMed's ten largest holdings make up 44% of its $4.86B portfolio in Q4 2024.
  • OrbiMed opened 24 new positions and closed 24 in Q4 2024.
  • OrbiMed's portfolio value fell 12% quarter-over-quarter to $4.86B.

Based on OrbiMed's 13F filing for Q4 2024, filed 14 Feb 2025.