Position in CGON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$69,117,440
+$4,938,730 QoQ
Shares Held
972,800
+2.6% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
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 Jun 30, 2026ORBIMED ADVISORS LLC holds $3,639,640,835 across 90 Biotechnology names. CGON ranks #14 (1.9% 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 CGON
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,117,440 | 972,800 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||