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OrbiMed Portfolio holdings

AUM $5.4B
1-Year Est. Return 163.13%
This Fund
S&P 500
This Quarter Est. Return
+7.88%
1 Year Est. Return
+163.13%
3 Year Est. Return
+393.16%
5 Year Est. Return
+486.34%
10 Year Est. Return
+3,312.73%
AUM
$4B
AUM Growth
-$191M
Cap. Flow
-$236M
Cap. Flow %
-5.9%
Top 10 Hldgs %
48.84%
Holding
128
New
18
Increased
19
Reduced
24
Closed
26
Avg Time Held Equity + Options
10 quarters
Top 10 Avg Time Held Equity + Options
6.8 quarters
Top 20 Avg Time Held Equity + Options
6.6 quarters
Avg Time Held Equity only
10.6 quarters
Top 10 Avg Time Held Equity only
6.8 quarters
Top 20 Avg Time Held Equity only
6.6 quarters

Top Buys

Rank Stock Value
1
CAI icon
Caris Life Sciences
CAI
+$81.8M
2
UNH icon
UnitedHealth
UNH
+$51.6M
3
ROIV icon
Roivant Sciences
ROIV
+$30.1M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$23.2M
5
JBIO icon
Jade Biosciences
JBIO
+$18.1M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$97.6M
2
IONS icon
Ionis Pharmaceuticals
IONS
+$76.6M
3
NBIX icon
Neurocrine Biosciences
NBIX
+$56.9M
4
SWTX icon
SpringWorks Therapeutics
SWTX
+$41.9M
5
TMO icon
Thermo Fisher Scientific
TMO
+$34.5M

Sector Composition

Rank Sector Weight
1 Healthcare 98.99%
2 Miscellaneous 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
CBLL icon
126
CeriBell Inc
CBLL
$1B
– –
-112,500
Closed -$2.16M –
KMTS icon
127
Kestra Medical Technologies
KMTS
$1.61B
– –
-250,000
Closed -$6.23M –
2 3 4 5
6

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OrbiMed's Q2 2025 Portfolio in Review

As of Q2 2025, OrbiMed held 128 positions worth $4B, down 4.5% from $4.19B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

OrbiMed withdrew a net $236M in Q2 2025, closing 26 positions and reducing 24 holdings. Its most notable exit was Pfizer, an estimated $97.6M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 99% of assets, up from 99% a quarter earlier, followed by Miscellaneous.

Against the trend, OrbiMed opened a new position in Caris Life Sciences worth $81.1M.

  • OrbiMed's largest Q2 2025 buy was Caris Life Sciences: 3,034,858 shares worth $81.1M.
  • OrbiMed added most to UnitedHealth in Q2 2025, an estimated $51.6M increase.
  • OrbiMed's biggest Q2 2025 reduction was Neurocrine Biosciences, cutting an estimated $56.9M.
  • OrbiMed fully exited Pfizer in Q2 2025, selling an estimated $97.6M.
  • OrbiMed's ten largest holdings make up 49% of its $4B portfolio in Q2 2025.
  • OrbiMed opened 18 new positions and closed 26 in Q2 2025.
  • OrbiMed's portfolio value fell 4.5% quarter-over-quarter to $4B.

Based on OrbiMed's 13F filing for Q2 2025, filed 14 Aug 2025.