Samuel Isaly Holdings 13F: Latest OrbiMed Advisors Portfolio Changes
OrbiMed Advisors. Healthcare-focused investment firm (~$4.9B AUM). Global healthcare leader.
As of the latest Q1 2026 13F filing, Samuel Isaly (managing OrbiMed Advisors) reported a public portfolio value of $5.0B with 112 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was AZN. The top recent sell was LLY.
Open interactive portfolioLatest 13F portfolio changes
Samuel Isaly holdings 13F summary: the latest OrbiMed Advisors portfolio changes show top holdings including EDGEWISE THERAPEUTICS, ENLIVEN THERAPEUTICS, ELI LILLY &, SINOVAC BIOTECH, and BOSTON SCIENTIFIC, reported top buys such as ASTRAZENECA, MYRIAD GENETICS, MERCK & CO, and STRUCTURE THERAPEUTICS, and top sells or reductions such as ELI LILLY &, BOSTON SCIENTIFIC, SIONNA THERAPEUTICS, and MBX BIOSCIENCES.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-05-15; disclosure source SEC 13F.
Samuel Isaly 13F portfolio and latest holdings overview
Samuel Isaly's Q1 2026 13F holdings show OrbiMed Advisors reporting 112 positions with a disclosed portfolio value of $5.0B. For readers searching Samuel Isaly 13F holdings, Samuel Isaly portfolio, OrbiMed Advisors holdings, or latest 13F changes, the latest top holdings include EDGEWISE THERAPEUTICS, ENLIVEN THERAPEUTICS, ELI LILLY &, SINOVAC BIOTECH, and BOSTON SCIENTIFIC.
The three largest reported positions add up to roughly 22.2%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Health Care at 79.6% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as ASTRAZENECA, MYRIAD GENETICS, MERCK & CO, STRUCTURE THERAPEUTICS, and XENON PHARMACEUTICALS and reported reductions or exits such as ELI LILLY &, BOSTON SCIENTIFIC, SIONNA THERAPEUTICS, MBX BIOSCIENCES, and ARGENX SE. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-05-15, SEC accession 0001172661-26-002369. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Samuel Isaly portfolio analytics
the top five positions account for 29.6% of disclosed value; the largest sector exposure is Health Care at 79.6%; reported buy and sell activity implies roughly 69.7% turnover this period; cost-basis P&L across 102 tracked positions averages 100.9% (40/62 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| EWTX whale holders EDGEWISE THERAPEUTICS INC | $488.8M | 10.7% | Held |
| ELVN whale holders ENLIVEN THERAPEUTICS INC | $312.0M | 6.8% | Held |
| LLY whale holders ELI LILLY & CO | $217.8M | 4.8% | Reduced |
| SVA whale holders SINOVAC BIOTECH LTD | $184.5M | 4.0% | Held |
| BSX whale holders BOSTON SCIENTIFIC CORP | $149.5M | 3.3% | Reduced |
| SION whale holders SIONNA THERAPEUTICS INC | $141.5M | 3.1% | Reduced |
| AZN whale holders ASTRAZENECA PLC | $132.2M | 2.9% | New |
| MYGN whale holders MYRIAD GENETICS INC | $122.9M | 2.7% | New |
| MBX whale holders MBX BIOSCIENCES INC | $108.6M | 2.4% | Reduced |
| CRVS whale holders CORVUS PHARMACEUTICALS INC | $104.8M | 2.3% | Held |
Top buys
- AZN whale holders — ASTRAZENECA PLC ($132.2M)
- MYGN whale holders — MYRIAD GENETICS INC ($122.9M)
- MRK whale holders — MERCK & CO INC ($79.8M)
- GPCR whale holders — STRUCTURE THERAPEUTICS INC ($71.1M)
- XENE whale holders — XENON PHARMACEUTICALS INC ($61.6M)
- BMY whale holders — BRISTOL-MYERS SQUIBB CO ($56.1M)
Top sells
- LLY whale holders — ELI LILLY & CO ($217.8M)
- BSX whale holders — BOSTON SCIENTIFIC CORP ($149.5M)
- SION whale holders — SIONNA THERAPEUTICS INC ($141.5M)
- MBX whale holders — MBX BIOSCIENCES INC ($108.6M)
- ARGX whale holders — ARGENX SE ($100.0M)
- EW whale holders — EDWARDS LIFESCIENCES CORP ($98.5M)
Allocation
- Health Care: 79.6%
- Other: 14.1%
- Industrials: 6.1%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Samuel Isaly 13F Holdings
The Q1 2026 13F profile for Samuel Isaly and OrbiMed Advisors shows 112 reported positions, $5.0B in disclosed portfolio value, and top holdings including EDGEWISE THERAPEUTICS, ENLIVEN THERAPEUTICS, ELI LILLY &, SINOVAC BIOTECH, and BOSTON SCIENTIFIC.
What is Samuel Isaly buying? Latest 13F changes
The latest tracked change data for Samuel Isaly highlights reported buys such as ASTRAZENECA, MYRIAD GENETICS, MERCK & CO, and STRUCTURE THERAPEUTICS and reported sells or reductions such as ELI LILLY &, BOSTON SCIENTIFIC, SIONNA THERAPEUTICS, and MBX BIOSCIENCES.
OrbiMed Advisors top holdings
OrbiMed Advisors top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Samuel Isaly buys and sells
Use the top buys and top sells sections above to compare Samuel Isaly's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Samuel Isaly's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.