In Q4 2023, OrbiMed Advisors held 82 positions worth $4.1B. They initiated 12 new positions and exited 31. Their largest holding was SVA ($340.0M). Portfolio value grew +8.5% versus the prior quarter.
Frequently asked questions
What stocks did OrbiMed Advisors own in Q4 2023?
OrbiMed Advisors held 82 biotech stocks in their 13F portfolio in Q4 2023. Their top positions include SVA, BIIB, LLY, BSX, ISRG. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was OrbiMed Advisors's portfolio worth in Q4 2023?
OrbiMed Advisors's tracked biotech portfolio was worth $4.1B across 82 positions, with total assets under management of approximately $19B. Portfolio values are based on 13F filings with the SEC.
What did OrbiMed Advisors buy in Q4 2023?
OrbiMed Advisors initiated 12 new positions in Q4 2023, including ELV, ALNY, KRYS, DXCM, ILMN and 7 more. They also increased 13 existing positions.
What did OrbiMed Advisors sell in Q4 2023?
OrbiMed Advisors fully exited 31 positions in Q4 2023, including NKTR, MREO, NTLA, AMLX, SYRE and 26 more. They also trimmed 20 existing positions.
Is OrbiMed Advisors a biotech fund?
One of the world's largest healthcare-dedicated investment firms, managing assets across public equity, private equity, royalties, and credit. OrbiMed's team of 100+ professionals includes physicians and PhDs covering all healthcare sub-sectors, with particular depth in biotech and pharma.
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