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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
SVA
1
DELISTED
Sinovac Biotech, Ltd
SVA
$334M 8.34%
2,718,735
– –
2022 Q2
12 quarters
BSX icon
2
Boston Scientific
BSX
$63B
$302M 7.55%
2,813,200
– –
2014 Q1
45 quarters
LLY icon
3
Eli Lilly
LLY
$1.04T
$263M 6.57%
337,600
– –
2023 Q1
9 quarters
EWTX icon
4
Edgewise Therapeutics
EWTX
$3.99B
$203M 5.08%
15,518,492
+496,771
+3% +$7.16M
2021 Q1
17 quarters
ELVN icon
5
Enliven Therapeutics
ELVN
$2.9B
$160M 3.99%
7,959,538
– –
2020 Q1
21 quarters
ISRG icon
6
Intuitive Surgical
ISRG
$149B
$158M 3.95%
291,000
– –
2013 Q4
46 quarters
SPRY icon
7
ARS Pharmaceuticals
SPRY
$405M
$145M 3.61%
8,288,510
– –
2020 Q4
18 quarters
SYK icon
8
Stryker
SYK
$109B
$142M 3.55%
359,200
– –
2020 Q3
19 quarters
EW icon
9
Edwards Lifesciences
EW
$49.4B
$134M 3.34%
1,708,000
+176,000
+11% +$13.1M
2024 Q4
2 quarters
ARGX icon
10
argenx
ARGX
$50.5B
$115M 2.86%
208,000
+1,300
+0.6% +$754K
2022 Q1
13 quarters
ALNY icon
11
Alnylam Pharmaceuticals
ALNY
$29.9B
$111M 2.78%
341,900
-4,200
-1% -$1.16M
2024 Q2
4 quarters
UNH icon
12
UnitedHealth
UNH
$338B
$105M 2.62%
336,300
+135,100
+67% +$51.6M
2020 Q4
18 quarters
NTRA icon
13
Natera
NTRA
$56.7B
$100M 2.5%
593,434
+46,434
+8% +$7.24M
2015 Q3
39 quarters
VRTX icon
14
Vertex Pharmaceuticals
VRTX
$124B
$93.6M 2.34%
210,287
+50,387
+32% +$23.2M
2013 Q2
48 quarters
THC icon
15
Tenet Healthcare
THC
$21.7B
$81.8M 2.04%
465,000
– –
2021 Q3
15 quarters
CAI icon
16
Caris Life Sciences
CAI
$8.32B
$81.1M 2.03%
+3,034,858
New +$81.8M
2025 Q2
0 quarters
IRON icon
17
Disc Medicine
IRON
$2.2B
$74.9M 1.87%
1,415,020
– –
2021 Q1
17 quarters
AVBP icon
18
ArriVent BioPharma
AVBP
$790M
$65.9M 1.65%
3,027,328
– –
2024 Q1
5 quarters
SION icon
19
Sionna Therapeutics
SION
$200M
$64.3M 1.61%
3,704,959
– –
2025 Q1
1 quarter
UPB icon
20
Upstream Bio Inc
UPB
$201M
$62.5M 1.56%
5,693,589
– –
2024 Q4
2 quarters
NBIX icon
21
Neurocrine Biosciences
NBIX
$13.9B
$55.1M 1.38%
438,540
-496,100
-53% -$56.9M
2018 Q1
29 quarters
ITGR icon
22
Integer Holdings
ITGR
$4.31B
$53.3M 1.33%
433,400
-229,100
-35% -$27.4M
2024 Q2
4 quarters
RNAM
23
DELISTED
Avidity Biosciences
RNAM
$51.5M 1.29%
1,812,886
– –
2024 Q1
5 quarters
CGON icon
24
CG Oncology
CGON
$5.57B
$48.8M 1.22%
1,877,850
-594,144
-24% -$14.3M
2024 Q3
3 quarters
SIBN icon
25
SI-BONE Inc
SIBN
$895M
$48.5M 1.21%
2,578,979
-863,874
-25% -$14.3M
2020 Q1
21 quarters
1
2 3 4 5

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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.