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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
(-12%)
Cap. Flow
-$108M
Cap. Flow
% of AUM
-2.23%
Top 10 Holdings %
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 |
Edwards Lifesciences
EW
|
+$80.2M |
| 3 |
Neurocrine Biosciences
NBIX
|
+$78.7M |
| 4 |
Alnylam Pharmaceuticals
ALNY
|
+$43.5M |
| 5 |
Cytokinetics
CYTK
|
+$42.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$81.3M |
| 2 |
Elevance Health
ELV
|
+$55.2M |
| 3 |
Biogen
BIIB
|
+$51.3M |
| 4 |
Merck
MRK
|
+$50.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Lyell Immunopharma
LYEL
$322M
| $1.99M | 0.04% |
155,181
-149,119
| -49% | -$2.96M |
|
102
Immunovant
IMVT
$7.84B
| $1.94M | 0.04% |
+78,500
| New | +$2.23M |
|
|
AKRO
103
DELISTED
Akero Therapeutics
AKRO
| $1.84M | 0.04% |
+66,000
| New | +$2M |
|
104
Tango Therapeutics
TNGX
$4.21B
| $1.7M | 0.04% |
+550,000
| New | +$2.55M |
|
|
TSBX
105
DELISTED
Turnstone Biologics
TSBX
| $1.54M | 0.03% |
3,099,265
| – | – |
|
106
Amylyx Pharmaceuticals
AMLX
$2.16B
| $1.32M | 0.03% |
+348,000
| New | +$1.64M |
|
107
BiomX
PHGE
$1.96M
| $1.31M | 0.03% |
94,093
| – | – |
|
|
KZR
108
DELISTED
Kezar Life Sciences
KZR
| $1.29M | 0.03% |
192,700
| – | – |
|
109
Korro Bio
KRRO
$148M
| $1.23M | 0.03% |
+32,400
| New | +$1.66M |
|
110
Alto Neuroscience
ANRO
$1.05B
| $1.06M | 0.02% |
+250,000
| New | +$1.56M |
|
111
NextCure
NXTC
$22.9M
| $880K | 0.02% |
95,100
| – | – |
|
112
Agios Pharmaceuticals
AGIO
$2.1B
| $877K | 0.02% |
+26,700
| New | +$1.25M |
|
113
CALL
C4 Therapeutics
CCCC
$389M
| $540K | 0.01% |
150,000
| – | – |
|
|
ELEV
114
DELISTED
Elevation Oncology
ELEV
| $530K | 0.01% |
941,275
| – | – |
|
115
Invivyd
IVVD
$168M
| $509K | 0.01% |
1,149,300
-579,000
| -34% | -$451K |
|
|
LSB
116
DELISTED
LakeShore Biopharma
LSB
| $486K | 0.01% |
+140,428
| New | +$412K |
|
117
Xeris Biopharma Holdings
XERS
$1.45B
| $273K | 0.01% |
80,420
| – | – |
|
118
Acadia Pharmaceuticals
ACAD
$4.46B
| – | – |
-764,600
| Closed | -$11.8M |
|
|
119
Amgen
AMGN
$212B
| – | – |
-252,300
| Closed | -$81.3M |
|
120
Apogee Therapeutics
APGE
$10.1B
| – | – |
-379,130
| Closed | -$22.3M |
|
|
APLS
121
DELISTED
Apellis Pharmaceuticals
APLS
| – | – |
-1,270,400
| Closed | -$36.6M |
|
122
BioNTech
BNTX
$23.4B
| – | – |
-103,000
| Closed | -$12.2M |
|
|
123
Elevance Health
ELV
$82.7B
| – | – |
-106,200
| Closed | -$55.2M |
|
124
CALL
Evolent Health
EVH
$396M
| – | – |
-258,400
| Closed | -$7.31M |
|
|
125
Evolent Health
EVH
$396M
| – | – |
-1,665,115
| Closed | -$47.1M |
|
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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.