Position in CGON
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$64,178,710
+$1,211,554 QoQ
Shares Held
948,267
-37.5% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 20.458373010976867.ToString("F0")%
Shared 0.ToString("F0")%
None 79.54162698902313.ToString("F0")%
Common Shares in CGON Over Time
Shares Held
Position Value (USD)
Derivatives in CGON
reported options exposure · as of Jun 30, 2025CallValue
$3,900,000
CallShares
150,000
PutValue
$0
PutShares
0
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 Mar 31, 2026ORBIMED ADVISORS LLC holds $2,871,604,021 across 72 Biotechnology names. CGON ranks #12 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWTX |
Edgewise Therapeutics, Inc.
|
15,518,492 | $488,832,498 | |
| 2 | ELVN |
Enliven Therapeutics, Inc.
|
7,959,538 | $312,013,889 | |
| 3 | SION |
Sionna Therapeutics, Inc.
|
3,530,702 | $141,545,843 | |
| 4 | MBX |
MBX Biosciences, Inc.
|
3,637,887 | $108,590,926 | |
| 5 | CRVS |
Corvus Pharmaceuticals, Inc.
|
7,165,006 | $104,824,037 | |
| 6 | ARGX |
Argenx SE
|
136,900 | $99,971,225 | |
| 7 | CMPX |
Compass Therapeutics, Inc.
|
15,219,994 | $80,513,768 | |
| 8 | GPCR |
Structure Therapeutics Inc.
|
1,475,403 | $71,114,424 |
All Filings in CGON
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,178,710 | 948,267 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $62,967,156 | 1,516,550 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $69,557,518 | 1,726,850 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $48,824,100 | 1,877,850 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $3,900,000 | 150,000 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $60,539,133 | 2,471,994 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $41,044,349 | 1,431,114 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,075,731 | 691,114 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||