Position in UPB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,399,635
-$11,842,666 QoQ
Shares Held
5,693,589
0.0% QoQ
Ownership
10.4%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2
of 148 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPB 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. UPB ranks #26 (1.1% 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 UPB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,399,635 | 5,693,589 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $51,242,301 | 5,693,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $154,580,941 | 5,693,589 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $107,096,409 | 5,693,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,515,607 | 5,693,589 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,844,764 | 5,693,589 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $93,602,603 | 5,693,589 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||