Position in IRON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,150,109
-$42,109,038 QoQ
Shares Held
357,535
-66.5% QoQ
Ownership
0.931%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#32
of 216 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRON 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. IRON ranks #36 (0.7% 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 IRON
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,150,109 | 357,535 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $68,259,147 | 1,067,550 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,774,145 | 1,067,550 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $93,504,521 | 1,415,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $74,939,459 | 1,415,020 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $70,241,592 | 1,415,020 | Shares | Sole | 2025-05-15 | |
| 2025-03-10 | $83,063,413 | 1,556,369 | Shares | Sole | 2025-03-12 | |
| 2024-12-31 | $113,205,201 | 1,785,571 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $87,742,958 | 1,785,571 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $80,475,684 | 1,785,571 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $105,981,275 | 1,702,237 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $98,321,209 | 1,702,237 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $106,627,546 | 2,269,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $100,771,882 | 2,269,637 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,093,608 | 2,269,637 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $42,981,116 | 2,160,941 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 GMTX | — | 5,826,223 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 GMTX | — | 5,826,224 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 GMTX | — | 5,826,224 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 GMTX | — | 5,826,224 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 GMTX | — | 5,826,224 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 GMTX | — | 5,826,224 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 GMTX | — | 5,826,224 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||