Position in AXSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,779,567
-$7,377,360 QoQ
Shares Held
117,578
-45.0% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#68
of 500 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in AXSM Over Time
Shares Held
Position Value (USD)
Derivatives in AXSM
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$2,831,000
PutShares
50,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026ORBIMED ADVISORS LLC holds $3,639,640,835 across 90 Biotechnology names. AXSM ranks #34 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWTX |
Edgewise Therapeutics, Inc.
|
15,518,492 | $630,516,329 | |
| 2 | ELVN |
Enliven Therapeutics, Inc.
|
6,776,632 | $343,914,074 | |
| 3 | MBX |
MBX Biosciences, Inc.
|
3,428,736 | $189,266,227 | |
| 4 | GPCR |
Structure Therapeutics Inc.
|
2,209,400 | $118,578,498 | |
| 5 | SION |
Sionna Therapeutics, Inc.
|
2,555,877 | $112,433,029 | |
| 6 | CRVS |
Corvus Pharmaceuticals, Inc.
|
7,165,006 | $107,045,189 | |
| 7 | AVBP |
ArriVent BioPharma, Inc.
|
3,027,328 | $105,169,374 | |
| 8 | ARGX |
Argenx SE
|
92,880 | $86,171,277 |
All Filings in AXSM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,779,567 | 117,578 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $36,156,927 | 213,921 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,230,019 | 253,121 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $64,587,110 | 531,800 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,668,481 | 427,900 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $45,100,821 | 386,700 | Shares | Defined | 2025-05-15 | |
| 2021-03-31 | $2,831,000 | 50,000 | Put | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||