Position in RCEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$151,866,111
New position
Shares Held
41,044,895
first reported quarter
Ownership
133.4%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in RCEL
reported options exposure · as of Mar 31, 2026CallValue
$151,574,570
CallShares
40,966,100
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 Medical Devices
Healthcare · as of Mar 31, 2026ORBIMED ADVISORS LLC holds $498,063,409 across 7 Medical Devices names. RCEL ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCEL |
AVITA Medical, Inc.
This page
|
41,044,895 | $151,866,111 | |
| 2 | BSX |
Boston Scientific Corp
|
2,382,100 | $149,476,775 | |
| 3 | EW |
Edwards Lifesciences Corp
|
1,230,600 | $98,546,448 | |
| 4 | SYK |
Stryker Corp
|
182,500 | $59,967,675 | |
| 5 | NPCE |
NeuroPace Inc
|
2,096,527 | $27,569,330 | |
| 6 | AORT |
Artivion, Inc.
|
151,000 | $5,529,620 | |
| 7 | NSPR |
InspireMD, Inc.
|
3,133,405 | $5,107,450 |
All Filings in RCEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,850,000 | 40,500,000 | Principal | Sole | 2026-05-15 | |
| 2026-03-31 | $2,016,111 | 544,895 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $151,574,570 | 40,966,100 | Call | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||