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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
EWTX icon
1
Edgewise Therapeutics
EWTX
$4.34B
$401M 8.25%
15,021,721
– –
SVA
2
DELISTED
Sinovac Biotech, Ltd
SVA
$334M 6.87%
2,718,735
– –
BSX icon
3
Boston Scientific
BSX
$68.5B
$282M 5.81%
3,160,300
-112,700
-3% -$9.92M
LLY icon
4
Eli Lilly
LLY
$1.09T
$261M 5.36%
337,600
– –
ISRG icon
5
Intuitive Surgical
ISRG
$130B
$210M 4.31%
401,700
-32,100
-7% -$16.7M
ELVN icon
6
Enliven Therapeutics
ELVN
$3.84B
$179M 3.68%
7,959,538
– –
NBIX icon
7
Neurocrine Biosciences
NBIX
$18.4B
$128M 2.63%
938,120
+635,900
+210% +$78.7M
SYK icon
8
Stryker
SYK
$133B
$124M 2.55%
344,400
– –
SRPT icon
9
Sarepta Therapeutics
SRPT
$1.63B
$117M 2.41%
963,400
+8,900
+0.9% +$1.09M
ARGX icon
10
argenx
ARGX
$54.6B
$117M 2.4%
189,700
-14,800
-7% -$8.67M
IRON icon
11
Disc Medicine
IRON
$2.85B
$113M 2.33%
1,785,571
– –
THC icon
12
Tenet Healthcare
THC
$22.6B
$100M 2.06%
792,000
+10,000
+1% +$1.49M
IONS icon
13
Ionis Pharmaceuticals
IONS
$9.14B
$98.5M 2.03%
2,817,347
+492,900
+21% +$18.4M
ALNY icon
14
Alnylam Pharmaceuticals
ALNY
$38.5B
$97.8M 2.01%
415,600
+165,300
+66% +$43.5M
UPB
15
Upstream Bio Inc
UPB
$348M
$93.6M 1.93%
+5,693,589
New +$127M
SPRY icon
16
ARS Pharmaceuticals
SPRY
$563M
$87.4M 1.8%
8,288,510
– –
EW icon
17
Edwards Lifesciences
EW
$48.2B
$84.8M 1.74%
+1,145,302
New +$80.2M
MRK icon
18
Merck
MRK
$326B
$82.6M 1.7%
829,900
-486,100
-37% -$50.1M
AVBP icon
19
ArriVent BioPharma
AVBP
$1.4B
$80.6M 1.66%
3,027,328
– –
BIIB icon
20
Biogen
BIIB
$30.4B
$77.9M 1.6%
509,100
-303,900
-37% -$51.3M
ITGR icon
21
Integer Holdings
ITGR
$3.41B
$76.2M 1.57%
575,000
– –
CYTK icon
22
Cytokinetics
CYTK
$10.8B
$74.5M 1.53%
1,584,005
+817,099
+107% +$42.4M
MBX
23
MBX Biosciences
MBX
$2.86B
$70.3M 1.45%
3,812,215
– –
UNH icon
24
UnitedHealth
UNH
$389B
$66.2M 1.36%
130,900
-48,100
-27% -$27.3M
NTRA icon
25
Natera
NTRA
$36.1B
$65.4M 1.34%
413,000
-274,500
-40% -$40M
1
2 3 4 5

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LIM
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NL
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BPWM
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LFG
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JIM
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CTC
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PAMP
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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.