9AT: ORBIMED ADVISORS LLC

other names

ORBIMED ADVISORS LLC
ORBIMED ADVISORS INDIA PRIVATE LIMITED
ORBIMED ROF III LLC
ORBIMED ROF II LLC
ORBIMED NEW HORIZONS GP LLC
ORBIMED ISRAEL PARTNERS LIMITED
ORBIMED ISRAEL GP II, L.P.
ORBIMED ISRAEL BIOFUND GP LIMITED PARTNERSHIP
ORBIMED GLOBAL HEALTHCARE GP LLC
ORBIMED GENESIS GP LLC
ORBIMED CAPITAL LLC
ORBIMED CAPITAL GP VII LLC
ORBIMED CAPITAL GP VI LLC
ORBIMED CAPITAL GP V LLC
ORBIMED CAPITAL GP IV LLC
ORBIMED CAPITAL GP III LLC
ORBIMED CAPITAL GP II LLC (RELYING ADVISER) - DELAWARE
ORBIMED CAPITAL GP I LLC (RELYING ADVISER) - DELAWARE
ORBIMED ASIA GP, L.P.
ORBIMED ASIA GP IV, L.P.
ORBIMED ASIA GP III, L.P.
ORBIMED ASIA GP II, L.P.
ORBIMED ADVISORS, LLC

Adviser Profile

As of Date	07/23/2025
Registration	SEC, Approved, 04/22/2002
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	17,339,330,000 -5%
of that, discretionary	17,339,330,000 -5%
Private Fund GAV^*	25,935,384,000 69%
Avg Account Size	559,333,226 -5%
SMA’s	No
Private Funds	38 2

Adviser Type

- Large advisory firm

Number of Employees 118 5%

of those in investment advisory functions 86 4%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypeHedge Fund	Count13	GAV$1,513,697,000
Fund TypePrivate Equity Fund	Count12	GAV$13,954,430,000
Fund TypeOther Private Fund	Count13	GAV$10,467,257,000

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser REFLEXIVE CAPITAL MANAGEMENT LP	Hedge Fund66.4m	Liquidity Fund-	Private Equity Fund23.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund9.0m	Other Fund-	Total Private Fund GAV108.2m	AUM-	#Funds16
Adviser PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC	Hedge Fund12.3b	Liquidity Fund-	Private Equity Fund337.0m	Real Estate Fund576.3m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV13.2b	AUM23.2b	#Funds21
Adviser COMMONFUND OCIO, INC.	Hedge Fund7.5b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund884.7m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund7.1b	Total Private Fund GAV15.5b	AUM22.7b	#Funds34
Adviser TRIATOMIC CAPITAL	Hedge Fund22.2m	Liquidity Fund-	Private Equity Fund230.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund12.3m	Total Private Fund GAV265.1m	AUM265.1m	#Funds9
Adviser WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.	Hedge Fund36.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund31.4m	Total Private Fund GAV68.1m	AUM23.6b	#Funds2
Adviser KABOUTER MANAGEMENT, LLC	Hedge Fund214.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund184.1m	Total Private Fund GAV398.9m	AUM398.9m	#Funds8
Adviser L CATTERTON	Hedge Fund23.0b	Liquidity Fund-	Private Equity Fund3.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund24.2b	Total Private Fund GAV50.5b	AUM29.6b	#Funds89
Adviser POLUNIN CAPITAL PARTNERS LIMITED	Hedge Fund47.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.7b	Total Private Fund GAV2.7b	AUM5.1b	#Funds3
Adviser CORONATION GLOBAL FUND MANAGERS (IRELAND) LIMITED	Hedge Fund801.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.3b	Total Private Fund GAV2.1b	AUM8.4b	#Funds3
Adviser YIHENG CAPITAL MANAGEMENT, L.P.	Hedge Fund1.3b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.3b	AUM1.2b	#Funds2

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker101137107	Stock NameBOSTON SCIENTIFIC CORP	$ Position$237,172,559	% Position6.00%	$ Change-22.00%	# Change-14.00%
Stck Ticker28036F105	Stock NameEDGEWISE THERAPEUTICS INC	$ Position$251,709,940	% Position6.00%	$ Change24.00%	# Change0.00%
Stck Ticker532457108	Stock NameELI LILLY & CO	$ Position$229,815,600	% Position5.00%	$ Change-13.00%	# Change-11.00%
Stck Ticker29337E102	Stock NameENLIVEN THERAPEUTICS INC	$ Position$162,931,743	% Position4.00%	$ Change2.00%	# Change0.00%
Stck TickerP8696W104	Stock NameSINOVAC BIOTECH LTD	$ Position$184,466,170	% Position4.00%	$ Change-45.00%	# Change0.00%
Stck Ticker829401108	Stock NameSIONNA THERAPEUTICS INC	$ Position$108,962,844	% Position3.00%	$ Change70.00%	# Change0.00%
Stck Ticker863667101	Stock NameSTRYKER CORPORATION	$ Position$132,785,464	% Position3.00%	$ Change-7.00%	# Change0.00%
Stck Ticker91678A107	Stock NameUPSTREAM BIO INC	$ Position$107,096,409	% Position3.00%	$ Change71.00%	# Change0.00%
Stck Ticker28176E108	Stock NameEDWARDS LIFESCIENCES CORP	$ Position$130,964,680	% Position3.00%	$ Change-2.00%	# Change-1.00%
Stck Ticker46120E602	Stock NameINTUITIVE SURGICAL INC	$ Position$128,444,456	% Position3.00%	$ Change-19.00%	# Change-1.00%

Brochure Summary

Overview

OrbiMed is an investment manager focused exclusively on the healthcare sector. OrbiMed’s predecessor was founded in 1989, and OrbiMed is owned by Sven H. Borho, Carl L. Gordon, W. Carter Neild, Geoffrey C. Hsu, C. Scotland Stevens, David P. Bonita, Matthew S. Rizzo, and Peter A. Thompson. As of December 31, 2023, OrbiMed managed approximately $12.1 billion on a discretionary basis on behalf of 31 clients. This Brochure generally includes information about us and our relationships with our clients. While much of this Brochure applies to all such clients, certain information included herein applies to specific clients only. OrbiMed provides discretionary investment management services to U.S. and non-U.S. public and private funds. In providing such services, OrbiMed utilizes strategies based on evaluating pharmaceutical, biotechnology, medical device, healthcare services and other companies in the global healthcare sector. Such strategies generally include, within the healthcare sector and subject to the investment program of each client, investments in the securities of U.S. and non-U.S. public and/or private companies. The descriptions set forth in this Brochure of specific advisory services that we offer to our clients, and investment strategies

pursued and investments made by us on behalf of our clients, should not be understood to limit in any way our investment activities. We may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this Brochure, that we consider appropriate, subject to each client’s investment objectives and guidelines. The investment strategies we pursue are speculative and entail substantial risks. Clients should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of any client will be achieved. Our investment decisions and advice with respect to each client will be subject to each client’s investment objective and guidelines, as set forth in its respective offering documents. Clients are permitted to set guidelines for their accounts which customize OrbiMed’s core strategies, including restrictions related to sub-sector, geographic and other weightings. In providing its investment advisory services, OrbiMed determines when and which investments will be acquired, disposed of, or exchanged on behalf of its clients to maintain a portfolio consistent with each client’s objectives. OrbiMed does not currently participate in any Wrap Fee Programs.

ORBIMED ADVISORS LLC

Adviser Profile

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