Sectoral Asset Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$120.7M
Q ending 2026-03-31
Prior quarter
$124.8M
Q ending 2025-12-31
Change
-3.2% QoQ · -6.0% YoY
Positions
77
reported holdings
Largest positions
All 77 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Evommune Inc | EVMN | Shares | $13.5M | 589K |
| Contineum Therapeutics | CTNM | Shares | $9.5M | 728K |
| Shoulder Innovations | SI | Shares | $6.3M | 430K |
| Eli Lilly & Co | LLY | Shares | $5.8M | 6K |
| Johnson & Johnson | JNJ | Shares | $4.5M | 18K |
| Gilead Sciences Inc | GILD | Shares | $4.1M | 27K |
| Unitedhealth Grp Inc | UNH | Shares | $4.0M | 15K |
| Amgen Inc | AMGN | Shares | $3.5M | 9K |
| Vertex Pharma | VRTX | Shares | $3.5M | 7K |
| Insmed Inc | INSM | Shares | $3.4M | 20K |
| Argenx Se | ARGX | Shares | $2.7M | 4K |
| Abbvie Inc | ABBV | Shares | $2.7M | 12K |
| Abbott Labs | ABT | Shares | $2.6M | 26K |
| Merck & Co Inc | MRK | Shares | $2.6M | 21K |
| Regeneron Pharmctcls | REGN | Shares | $2.5M | 3K |
| Intuitive Surgic Inc | ISRG | Shares | $2.4M | 5K |
| Boston Scientific | BSX | Shares | $2.2M | 35K |
| Biontech Se | BNTX | Shares | $2.0M | 22K |
| Stryker Corp | SYK | Shares | $1.9M | 6K |
| Danaher Corp | DHR | Shares | $1.8M | 10K |
| Thermo Fisher Scientific | TMO | Shares | $1.7M | 4K |
| Dexcom Inc | DXCM | Shares | $1.5M | 23K |
| Iqvia Holdings Inc | IQV | Shares | $1.4M | 8K |
| Summit Therapeutics | SMMT | Shares | $1.4M | 70K |
| Edwards Lifesciences | EW | Shares | $1.4M | 17K |
| Bristol Myers Squibb | BMY | Shares | $1.3M | 21K |
| United Therapeutics | UTHR | Shares | $1.1M | 2K |
| Vera Therapeutics | VERA | Shares | $1.1M | 26K |
| Arcus Biosciences | RCUS | Shares | $1.0M | 45K |
| Roivant Sciences Ltd | Shares | $1.0M | 33K | |
| Medtronic Plc | Shares | $962K | 11K | |
| Trevi Therapeutics | TRVI | Shares | $939K | 74K |
| Cogent Biosciences | COGT | Shares | $902K | 22K |
| Mineralys Therapeutics | MLYS | Shares | $895K | 32K |
| Alnylam Pharmacuetcl | ALNY | Shares | $864K | 2K |
| Tarsus Pharmaceuticals | TARS | Shares | $852K | 11K |
| Rapport Therapeutics | RAPP | Shares | $835K | 25K |
| Nektar Therapeutics | NKTR | Shares | $821K | 11K |
| Syndax Pharmaceutics | SNDX | Shares | $787K | 32K |
| Ardelyx Inc | ARDX | Shares | $781K | 122K |
| Pfizer Inc | PFE | Shares | $772K | 28K |
| Boundless Bio | BOLD | Shares | $746K | 679K |
| Ascendis Pharma A S | Shares | $728K | 3K | |
| Arrivent Biopharma | AVBP | Shares | $720K | 30K |
| Structure Therapeutics | GPCR | Shares | $711K | 14K |
| Immatics Nv | Shares | $693K | 67K | |
| Bridgebio Pharma | BBIO | Shares | $687K | 8K |
| Ars Pharmaceuticals | SPRY | Shares | $677K | 79K |
| Beone Medicines Ltd | ONC | Shares | $631K | 2K |
| Tectonic Therapeutic | TECX | Shares | $628K | 19K |
| Ionis Pharmaceutical | IONS | Shares | $617K | 7K |
| Biomarin Pharmac | BMRN | Shares | $607K | 9K |
| Kura Oncology Inc | KURA | Shares | $606K | 71K |
| Privia Health Group | PRVA | Shares | $558K | 27K |
| Cytokinetics Inc | CYTK | Shares | $545K | 7K |
| Ptc Therapeutics Inc | PTCT | Shares | $515K | 7K |
| Uniqure N.V. | Shares | $499K | 29K | |
| Agomab Therapeutics | AGMB | Shares | $477K | 44K |
| Alignment Health | ALHC | Shares | $474K | 27K |
| Hinge Health Inc | HNGE | Shares | $472K | 12K |
| Radnet Inc | RDNT | Shares | $447K | 8K |
| Royalty Pharma Plc | Shares | $394K | 7K | |
| Biogen Inc | BIIB | Shares | $386K | 2K |
| Inspire Med Sys Inc | INSP | Shares | $373K | 7K |
| Jazz Pharma Plc | Shares | $371K | 2K | |
| Neurocrine Biosciences | NBIX | Shares | $344K | 2K |
| Oric Pharmaceuticals | ORIC | Shares | $333K | 24K |
| Omada Health Inc | OMDA | Shares | $322K | 26K |
| Abivax Sa | ABVX | Shares | $298K | 2K |
| Illumina Inc | ILMN | Shares | $296K | 2K |
| Axsome Therapeutic | AXSM | Shares | $290K | 2K |
| Incyte Corporation | INCY | Shares | $254K | 2K |
| Moderna Inc | MRNA | Shares | $248K | 4K |
| Medpace Holdings | MEDP | Shares | $228K | 430 |
| Guardant Health Inc | GH | Shares | $206K | 2K |
| Revolution Medicines | RVMD | Shares | $202K | 2K |
| Palisade Bio Inc | PALI | Shares | $172K | 88K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.