← k velkým investorům
Orbimed Advisors LLC.
institucionální investor · portfolio $5.40 mld. · 129 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 137
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| Edgewise Therapeutics Inc US:EWTX | 15 518 492 | $631 mil. | 11.97% | — |
| Enliven Therapeutics Inc. US:ELVN | 6 776 632 | $344 mil. | 6.53% | −1 182 906 |
| Eli Lilly and Company US:LLY | 257 900 | $309 mil. | 5.87% | +21 100 |
| MBX Biosciences, Inc. US:MBX | 3 428 736 | $189 mil. | 3.59% | −209 151 |
| SINOVAC BIOTECH LTD CUSIP P8696W104 | 2 718 735 | $184 mil. | 3.50% | — |
| ASTRAZENECA PLC CUSIP G0593M107 | 915 700 | $171 mil. | 3.25% | +245 500 |
| Structure Therapeutics Inc.… US:GPCR · depozitní certifikát | 2 209 400 | $119 mil. | 2.25% | +733 997 |
| Sionna Therapeutics, Inc. US:SION | 2 555 877 | $112 mil. | 2.13% | −974 825 |
| Corvus Pharmaceuticals Inc US:CRVS | 7 165 006 | $107 mil. | 2.03% | — |
| ArriVent BioPharma, Inc. US:AVBP | 3 027 328 | $105 mil. | 2.00% | — |
| Guardant Health Inc US:GH | 583 700 | $87.6 mil. | 1.66% | +148 500 |
| argenx NV ADR US:ARGX · depozitní certifikát | 92 880 | $86.2 mil. | 1.64% | −44 020 |
| MERCK & CO INC US:MRK | 663 400 | $85.2 mil. | 1.62% | — |
| UNIQURE NV CUSIP N90064101 | 1 807 486 | $83.3 mil. | 1.58% | −328 663 |
| Praxis Precision Medicines I… US:PRAX | 230 100 | $77.0 mil. | 1.46% | +57 600 |
| Edwards Lifesciences Corp US:EW | 834 900 | $75.5 mil. | 1.43% | −395 700 |
| Prelude Therapeutics Inc US:PRLD | 13 724 571 | $73.2 mil. | 1.39% | +2 815 315 |
| ABIVAX US:ABVX · depozitní certifikát | 546 522 | $72.8 mil. | 1.38% | +80 822 |
| Dyne Therapeutics Inc US:DYN | 3 235 684 | $71.9 mil. | 1.36% | +317 800 |
| Natera, Inc. US:NTRA | 262 000 | $71.1 mil. | 1.35% | — |
| CG Oncology, Inc. US:CGON | 972 800 | $69.1 mil. | 1.31% | +24 533 |
| UNITEDHEALTH GROUP INC US:UNH | 161 100 | $67.0 mil. | 1.27% | nová |
| ARS Pharmaceuticals, Inc US:SPRY | 8 288 510 | $66.4 mil. | 1.26% | — |
| ASCENDIS PHARMA A/S CUSIP K08588103 | 244 456 | $65.2 mil. | 1.24% | nová |
| Humana Inc US:HUM | 164 100 | $65.2 mil. | 1.24% | nová |
| Cogent Biosciences Inc US:COGT | 1 681 300 | $65.1 mil. | 1.24% | +1 359 200 |
| Boston Scientific Corp US:BSX | 1 483 200 | $63.3 mil. | 1.20% | −898 900 |
| Intuitive Surgical Inc US:ISRG | 157 900 | $62.8 mil. | 1.19% | −50 800 |
| Mineralys Therapeutics, Inc. US:MLYS | 2 110 300 | $56.9 mil. | 1.08% | +57 400 |
| Odyssey Therapeutics, Inc. US:ODTX | 3 001 198 | $56.2 mil. | 1.07% | nová |
| Xenon Pharmaceuticals Inc US:XENE | 892 471 | $53.9 mil. | 1.02% | −167 500 |
| Arcutis Biotherapeutics Inc US:ARQT | 2 042 000 | $53.5 mil. | 1.02% | nová |
| Bristol-Myers Squibb Company US:BMY | 925 000 | $53.3 mil. | 1.01% | — |
| Q32 Bio Inc US:QTTB | 4 127 987 | $52.6 mil. | 1.00% | +1 875 000 |
| STRYKER CORP US:SYK | 159 100 | $50.1 mil. | 0.95% | −23 400 |
| Caris Life Sciences, Inc. US:CAI | 2 806 811 | $50.0 mil. | 0.95% | — |
| Thermo Fisher Scientific Inc US:TMO | 90 700 | $45.5 mil. | 0.86% | +44 200 |
| Palvella Therapeutics, Inc US:PVLA | 292 360 | $44.7 mil. | 0.85% | +157 760 |
| Elevance Health Inc US:ELV | 114 700 | $44.4 mil. | 0.84% | — |
| Shattuck Labs Inc US:STTK | 6 306 127 | $43.8 mil. | 0.83% | — |
| Upstream Bio, Inc. US:UPB | 5 693 589 | $39.4 mil. | 0.75% | — |
| CRINETICS PHARMACEUTICALS IN CUSIP 22663K107 | 999 000 | $37.4 mil. | 0.71% | — |
| Rhythm Pharmaceuticals Inc US:RYTM | 322 900 | $35.9 mil. | 0.68% | +8 800 |
| Syndax Pharmaceuticals Inc US:SNDX | 1 542 000 | $33.7 mil. | 0.64% | +579 700 |
| FORTE BIOSCIENCES INC CUSIP 34962G208 | 1 577 705 | $33.5 mil. | 0.64% | +380 750 |
| Compass Therapeutics, Inc. US:CMPX | 15 219 994 | $33.3 mil. | 0.63% | — |
| NEKTAR THERAPEUTICS US:NKTR | 465 346 | $32.5 mil. | 0.62% | +190 346 |
| Krystal Biotech Inc US:KRYS | 83 200 | $30.9 mil. | 0.59% | +14 100 |
| PRELUDE THERAPEUTICS INC CUSIP 000000000 | 5 680 186 | $30.3 mil. | 0.57% | −530 713 |
| Axsome Therapeutics Inc US:AXSM | 117 578 | $28.8 mil. | 0.55% | −96 343 |
| KINIKSA PHARMACEUTICALS INTL CUSIP G52694109 | 420 600 | $26.9 mil. | 0.51% | +240 001 |
| Trevi Therapeutics Inc US:TRVI | 1 430 293 | $26.7 mil. | 0.51% | −1 024 107 |
| Disc Medicine Inc. US:IRON | 357 535 | $26.2 mil. | 0.50% | −710 015 |
| West Pharmaceutical Services… US:WST | 70 600 | $25.3 mil. | 0.48% | nová |
| Relmada Therapeutics Inc US:RLMD | 3 631 195 | $25.1 mil. | 0.48% | −1 084 669 |
| UROGEN PHARMA LTD CUSIP M96088105 | 676 187 | $24.9 mil. | 0.47% | −199 300 |
| Sutro Biopharma US:STRO | 743 944 | $24.7 mil. | 0.47% | −57 200 |
| Savara Inc US:SVRA | 3 959 900 | $24.4 mil. | 0.46% | +3 324 900 |
| NeuroPace Inc US:NPCE | 1 505 125 | $23.9 mil. | 0.45% | −591 402 |
| Aura Biosciences Inc US:AURA | 3 333 333 | $23.7 mil. | 0.45% | nová |
| Oric Pharmaceuticals, Inc. US:ORIC | 2 015 000 | $21.8 mil. | 0.41% | −678 929 |
| Cybin Inc. US:HELP | 3 271 400 | $21.6 mil. | 0.41% | −561 443 |
| BioCryst Pharmaceuticals Inc US:BCRX | 1 852 000 | $18.5 mil. | 0.35% | +426 800 |
| BioAge Labs, Inc US:BIOA | 752 153 | $18.4 mil. | 0.35% | +40 342 |
| Lexeo Therapeutics, Inc. US:LXEO | 3 947 850 | $18.4 mil. | 0.35% | +345 400 |
| Whitehawk Therapeutics, Inc. US:WHWK | 3 934 296 | $18.0 mil. | 0.34% | −231 704 |
| Definium Therapeutics, Inc. US:DFTX | 365 400 | $17.2 mil. | 0.33% | −438 600 |
| Spyre Therapeutics Inc. US:SYRE | 186 145 | $16.5 mil. | 0.31% | nová |
| Corbus Pharmaceuticals Holdi… US:CRBP | 1 737 287 | $16.3 mil. | 0.31% | — |
| Vera Therapeutics Inc US:VERA | 369 596 | $15.9 mil. | 0.30% | — |
| Alumis Inc US:ALMS | 548 163 | $15.4 mil. | 0.29% | — |
| EyePoint, Inc US:EYPT | 1 069 147 | $15.3 mil. | 0.29% | — |
| Waters Corporation US:WAT | 40 300 | $15.1 mil. | 0.29% | nová |
| Monopar Therapeutics Inc US:MNPR | 157 423 | $14.6 mil. | 0.28% | nová |
| Travere Therapeutics Inc US:TVTX | 253 000 | $14.4 mil. | 0.27% | nová |
| Taysha Gene Therapies Inc US:TSHA | 2 000 000 | $13.6 mil. | 0.26% | nová |
| Biogen Inc US:BIIB | 61 600 | $13.3 mil. | 0.25% | — |
| Revolution Medicines, Inc. US:RVMD | 70 500 | $13.2 mil. | 0.25% | +18 500 |
| Dianthus Therapeutics Inc. US:DNTH | 115 000 | $11.2 mil. | 0.21% | nová |
| Spruce Biosciences, Inc. US:SPRB | 200 000 | $10.8 mil. | 0.21% | nová |
| LifeStance Health Group, Inc… US:LFST | 947 400 | $10.1 mil. | 0.19% | +447 400 |
| Erasca Inc US:ERAS | 495 900 | $9.08 mil. | 0.17% | nová |
| Protara Therapeutics Inc US:TARA | 2 220 000 | $8.48 mil. | 0.16% | nová |
| Keros Therapeutics Inc US:KROS | 759 155 | $8.12 mil. | 0.15% | — |
| Janux Therapeutics Inc US:JANX | 524 700 | $8.06 mil. | 0.15% | −458 900 |
| Tectonic Therapeutic, Inc. US:TECX | 226 600 | $7.79 mil. | 0.15% | — |
| Adicet Bio Inc US:ACET | 844 787 | $7.30 mil. | 0.14% | −183 157 |
| PHARVARIS N V CUSIP N69605108 | 205 400 | $7.10 mil. | 0.13% | — |
| Alto Neuroscience, Inc. US:ANRO | 257 852 | $6.80 mil. | 0.13% | +90 352 |
| Zentalis Pharmaceuticals Llc US:ZNTL | 1 390 576 | $6.74 mil. | 0.13% | nová |
| Bright Minds Biosciences Inc US:DRUG | 93 000 | $6.53 mil. | 0.12% | +53 000 |
| Alx Oncology Holdings US:ALXO | 2 866 256 | $5.93 mil. | 0.11% | — |
| Xilio Development Inc US:XLO | 592 300 | $5.67 mil. | 0.11% | nová |
| Bicara Therapeutics Inc. US:BCAX | 191 100 | $5.67 mil. | 0.11% | −476 200 |
| ImageneBio, Inc. US:IMA | 909 269 | $5.36 mil. | 0.10% | +530 713 |
| Protagonist Therapeutics Inc US:PTGX | 42 100 | $5.16 mil. | 0.10% | — |
| Alnylam Pharmaceuticals Inc US:ALNY | 17 000 | $5.12 mil. | 0.10% | −102 000 |
| Palisade Bio Inc US:PALI | 2 333 000 | $4.88 mil. | 0.09% | — |
| ATAIBECKLEY INC CUSIP 04650F101 | 797 500 | $4.20 mil. | 0.08% | +450 500 |
| PTC Therapeutics Inc US:PTCT | 49 100 | $4.01 mil. | 0.08% | — |
| Artivion Inc US:AORT | 175 000 | $3.93 mil. | 0.07% | +24 000 |
| Neumora Therapeutics, Inc. US:NMRA | 2 139 882 | $3.64 mil. | 0.07% | nová |
| ACADIA PHARMACEUTICALS INC US:ACAD | 137 000 | $3.47 mil. | 0.07% | nová |
| Amylyx Pharmaceuticals Inc US:AMLX | 183 400 | $3.29 mil. | 0.06% | nová |
| Tyra Biosciences Inc US:TYRA | 102 000 | $3.26 mil. | 0.06% | nová |
| Rapport Therapeutics, Inc. US:RAPP | 76 616 | $3.19 mil. | 0.06% | nová |
| AgomAb Therapeutics NV Ameri… US:AGMB · depozitní certifikát | 192 740 | $2.50 mil. | 0.05% | nová |
| Tarsus Pharmaceuticals Inc US:TARS | 35 581 | $2.24 mil. | 0.04% | nová |
| Aclaris Therapeutics Inc US:ACRS | 421 500 | $2.23 mil. | 0.04% | nová |
| Cytokinetics Inc US:CYTK | 25 800 | $2.20 mil. | 0.04% | nová |
| InspireMD Inc US:NSPR | 3 133 405 | $2.19 mil. | 0.04% | — |
| Ocular Therapeutix Inc US:OCUL | 220 000 | $2.16 mil. | 0.04% | nová |
| Evommune, Inc. US:EVMN | 161 000 | $2.14 mil. | 0.04% | nová |
| Belite Bio Inc ADR US:BLTE · depozitní certifikát | 13 300 | $2.05 mil. | 0.04% | nová |
| Ovid Therapeutics Inc US:OVID | 747 000 | $2.01 mil. | 0.04% | nová |
| Eupraxia Pharmaceuticals Inc… US:EPRX | 269 000 | $1.78 mil. | 0.03% | nová |
| Traws Pharma Inc US:TRAW | 1 203 260 | $1.01 mil. | 0.02% | +597 729 |
| Compass Pathways Plc US:CMPS · depozitní certifikát | 0 (bylo 1 150 646) | — | — | prodána |
| Cullinan Therapeutics, Inc. US:CGEM | 0 (bylo 243 006) | — | — | prodána |
| Danaher Corporation US:DHR | 0 (bylo 265 800) | — | — | prodána |
| ESPERION THERAPEUTICS INC NE CUSIP 29664W105 | 0 (bylo 10 570 300) | — | — | prodána |
| Gilead Sciences Inc US:GILD | 0 (bylo 59 600) | — | — | prodána |
| Heron Therapeuti US:HRTX | 0 (bylo 9 816 940) | — | — | prodána |
| KALVISTA PHARMACEUTICALS INC CUSIP 483497103 | 0 (bylo 94 400) | — | — | prodána |
| Jade Biosciences, Inc. US:JBIO | 0 (bylo 185 011) | — | — | prodána |
| Pfizer Inc US:PFE | 0 (bylo 1 946 500) | — | — | prodána |
| Alignment Healthcare LLC US:ALHC | 0 (bylo 791 000) | — | — | prodána |
| Regeneron Pharmaceuticals In… US:REGN | 0 (bylo 14 700) | — | — | prodána |
| Amgen Inc US:AMGN | 0 (bylo 39 900) | — | — | prodána |
| Vistagen Therapeutics, Inc. US:VTGN | 0 (bylo 3 060 000) | — | — | prodána |
| Ascendis Pharma AS US:ASND | 0 (bylo 181 977) | — | — | prodána |
| ADC THERAPEUTICS SA CUSIP H0036K147 | 0 (bylo 1 318 026) | — | — | prodána |
| Avalo Therapeutics Inc US:AVTX | 0 (bylo 475 165) | — | — | prodána |
| AVITA Medical Inc US:RCEL | 0 (bylo 544 895) | — | — | prodána |
| BrightSpring Health Services… US:BTSG | 0 (bylo 497 800) | — | — | prodána |
| C4 Therapeutics, Inc. US:CCCC | 0 (bylo 856 353) | — | — | prodána |
| Carlsmed, Inc. US:CARL | 0 (bylo 1 252 600) | — | — | prodána |
Ve společnostech z naší databáze 4
| Společnost | Podíl | Akcie | Datum Zprávy |
|---|---|---|---|
| Q32 Bio Inc | 13.87% | 4 127 987 | 2026-06-30 |
| Corbus Pharmaceuticals Holdi… | 9.3% | 1 737 287 | 2026-06-30 |
| Adicet Bio Inc | 9.02% | 844 787 | 2026-06-30 |
| Uniqure NV | 2.61% | 1 807 486 | 2026-06-30 |
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