Position in STRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,698,940
+$4,742,443 QoQ
Shares Held
743,944
-7.1% QoQ
Ownership
4.49%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#7
of 97 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STRO 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. STRO ranks #39 (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 STRO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,698,940 | 743,944 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,956,497 | 801,144 | Shares | Sole | 2026-05-15 | |
| 2021-06-30 | $8,062,483 | 433,700 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,966,000 | 350,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,598,500 | 350,000 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $1,068,960 | 104,800 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||