Samuel Isaly 13F Holdings
OrbiMed Advisors. Healthcare-focused investment firm (~$4.9B AUM). Global healthcare leader.
As of the latest Q1 2026 filing, Samuel Isaly (managing OrbiMed Advisors) reported a public portfolio value of $5.0B with 112 positions. The top recent buy was AZN. The top recent sell was LLY.
Open interactive portfolioSamuel Isaly 13F portfolio 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, or OrbiMed Advisors holdings, 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.
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
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
What is Samuel Isaly buying?
The latest tracked change data for Samuel Isaly highlights reported buys such as ASTRAZENECA, MYRIAD GENETICS, MERCK & CO, and STRUCTURE THERAPEUTICS. Because 13F data is historical, use it as a research trail rather than a live trade alert.
Samuel Isaly 13F portfolio
The Q1 2026 SEC 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.
OrbiMed Advisors holdings
OrbiMed Advisors holdings are summarized from public disclosures with reported values, weights, top buys, top sells, and filing metadata where available.
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.