Position in BCAX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,673,759
-$7,598,838 QoQ
Shares Held
191,100
-71.4% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#45
of 171 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in BCAX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026ORBIMED ADVISORS LLC holds $3,639,640,835 across 90 Biotechnology names. BCAX ranks #70 (0.2% 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 BCAX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,673,759 | 191,100 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,272,597 | 667,300 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,519,153 | 209,100 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $3,886,862 | 298,301 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,196,403 | 298,301 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,925,547 | 271,910 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||