# SECTORAL ASSET MANAGEMENT INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1274413. Source: https://holderbook.com/funds/1274413-sectoral-asset-management-inc/

- Reported value: $143.3M
- Positions: 82
- Weight of the ten largest: 39.6%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CONTINEUM THERAPEUTICS INC | [CTNM](https://holderbook.com/stocks/CTNM/) | $11.9M | 727,587 | 8.3% | 9 |
| SHOULDER INNOVATIONS INC | [SI](https://holderbook.com/stocks/SI/) | $8.7M | 430,407 | 6.1% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $7.6M | 6,354 | 5.3% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $5.5M | 13,235 | 3.8% | 27 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.6M | 18,218 | 3.2% | 24 |
| ORUKA THERAPEUTICS INC | [ORKA](https://holderbook.com/stocks/ORKA/) | $4.0M | 41,987 | 2.8% | 1 |
| BIONTECH SE | [BNTX](https://holderbook.com/stocks/BNTX/) | $3.9M | 41,869 | 2.7% | 20 |
| DEFINIUM THERAPEUTICS INC | [DFTX](https://holderbook.com/stocks/DFTX/) | $3.7M | 78,310 | 2.6% | 1 |
| DEXCOM INC | [DXCM](https://holderbook.com/stocks/DXCM/) | $3.4M | 50,756 | 2.4% | 6 |
| ARCUS BIOSCIENCES INC | [RCUS](https://holderbook.com/stocks/RCUS/) | $3.4M | 110,870 | 2.4% | 24 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $3.3M | 9,210 | 2.3% | 27 |
| SUMMIT THERAPEUTICS INC | [SMMT](https://holderbook.com/stocks/SMMT/) | $3.2M | 220,180 | 2.2% | 14 |
| IRHYTHM HOLDINGS INC | [IRTC](https://holderbook.com/stocks/IRTC/) | $3.1M | 26,070 | 2.2% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.1M | 12,200 | 2.1% | 26 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.8M | 21,480 | 1.9% | 21 |
| ARRIVENT BIOPHARMA INC | [AVBP](https://holderbook.com/stocks/AVBP/) | $2.7M | 79,043 | 1.9% | 6 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $2.7M | 5,432 | 1.9% | 31 |
| ARGENX SE | [ARGX](https://holderbook.com/stocks/ARGX/) | $2.6M | 2,831 | 1.8% | 17 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $2.6M | 20,620 | 1.8% | 31 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $2.5M | 23,216 | 1.7% | 22 |
| TECTONIC THERAPEUTIC INC | [TECX](https://holderbook.com/stocks/TECX/) | $2.4M | 71,009 | 1.7% | 5 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $2.3M | 5,850 | 1.6% | 10 |
| IMMATICS N.V | [IMTX](https://holderbook.com/stocks/IMTX/) | $2.3M | 224,928 | 1.6% | 5 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $2.2M | 7,129 | 1.6% | 10 |
| AVALO THERAPEUTICS INC | [AVTX](https://holderbook.com/stocks/AVTX/) | $2.2M | 119,923 | 1.5% | 1 |
| CRESCENT BIOPHARMA INC. | [CBIO](https://holderbook.com/stocks/CBIO/) | $2.2M | 121,300 | 1.5% | 1 |
| ROIVANT SCIENCES LTD | [ROIV](https://holderbook.com/stocks/ROIV/) | $2.2M | 61,100 | 1.5% | 15 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $2.1M | 10,848 | 1.5% | 2 |
| PULSE BIOSCIENCES INC | [PLSE](https://holderbook.com/stocks/PLSE/) | $1.9M | 67,895 | 1.3% | 1 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $1.8M | 9,597 | 1.3% | 24 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $1.8M | 3,508 | 1.2% | 24 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.6M | 18,080 | 1.1% | 31 |
| ALPHATEC HLDGS INC | [ATEC](https://holderbook.com/stocks/ATEC/) | $1.6M | 185,900 | 1.1% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $1.6M | 36,330 | 1.1% | 31 |
| TRANSMEDICS GROUP INC | [TMDX](https://holderbook.com/stocks/TMDX/) | $1.5M | 21,950 | 1.0% | 1 |
| CYTOKINETICS INC | [CYTK](https://holderbook.com/stocks/CYTK/) | $1.4M | 16,330 | 1.0% | 18 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $1.4M | 2,169 | 0.9% | 26 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $1.3M | 13,000 | 0.9% | 1 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $1.3M | 14,826 | 0.9% | 5 |
| TREVI THERAPEUTICS INC | [TRVI](https://holderbook.com/stocks/TRVI/) | $1.2M | 65,596 | 0.9% | 6 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $1.2M | 21,150 | 0.9% | 2 |
| VERA THERAPEUTICS INC | [VERA](https://holderbook.com/stocks/VERA/) | $1.1M | 25,573 | 0.8% | 14 |
| COGENT BIOSCIENCES INC | [COGT](https://holderbook.com/stocks/COGT/) | $1.0M | 26,740 | 0.7% | 3 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $876.3K | 11,100 | 0.6% | 2 |
| TARSUS PHARMACEUTICALS INC | [TARS](https://holderbook.com/stocks/TARS/) | $836.2K | 13,285 | 0.6% | 8 |
| KURA ONCOLOGY INC | [KURA](https://holderbook.com/stocks/KURA/) | $784.1K | 71,480 | 0.5% | 5 |
| CENTENE CORP DEL | [CNC](https://holderbook.com/stocks/CNC/) | $770.3K | 12,000 | 0.5% | 1 |
| UNITED THERAPEUTICS CORP DEL | [UTHR](https://holderbook.com/stocks/UTHR/) | $742.3K | 1,370 | 0.5% | 17 |
| HINGE HEALTH INC | [HNGE](https://holderbook.com/stocks/HNGE/) | $725.8K | 8,744 | 0.5% | 5 |
| NEKTAR THERAPEUTICS | [NKTR](https://holderbook.com/stocks/NKTR/) | $705.8K | 10,111 | 0.5% | 3 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $695.4K | 2,310 | 0.5% | 23 |
| ASCENDIS PHARMA A/S | [ASND](https://holderbook.com/stocks/ASND/) | $685.5K | 2,570 | 0.5% | 1 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $662.2K | 27,500 | 0.5% | 26 |
| ARDELYX INC | [ARDX](https://holderbook.com/stocks/ARDX/) | $624.2K | 122,394 | 0.4% | 2 |
| PRIVIA HEALTH GROUP INC | [PRVA](https://holderbook.com/stocks/PRVA/) | $621.0K | 24,136 | 0.4% | 4 |
| PTC THERAPEUTICS INC | [PTCT](https://holderbook.com/stocks/PTCT/) | $609.3K | 7,470 | 0.4% | 9 |
| IONIS PHARMACEUTICALS INC | [IONS](https://holderbook.com/stocks/IONS/) | $570.9K | 7,200 | 0.4% | 11 |
| AGOMAB THERAPEUTICS NV | [AGMB](https://holderbook.com/stocks/AGMB/) | $564.6K | 43,500 | 0.4% | 2 |
| BIOMARIN PHARMACEUTICAL INC | [BMRN](https://holderbook.com/stocks/BMRN/) | $540.7K | 9,450 | 0.4% | 31 |
| BEONE MEDICINES LTD | [ONC](https://holderbook.com/stocks/ONC/) | $532.9K | 1,870 | 0.4% | 22 |
| HUMANA INC | [HUM](https://holderbook.com/stocks/HUM/) | $497.3K | 1,250 | 0.3% | 1 |
| JAZZ PHARMACEUTICALS PLC | [JAZZ](https://holderbook.com/stocks/JAZZ/) | $421.7K | 1,750 | 0.3% | 17 |
| ROYALTY PHARMA PLC | [RPRX](https://holderbook.com/stocks/RPRX/) | $403.7K | 7,200 | 0.3% | 17 |
| BIOGEN INC | [BIIB](https://holderbook.com/stocks/BIIB/) | $399.7K | 1,850 | 0.3% | 27 |
| MINERALYS THERAPEUTICS INC | [MLYS](https://holderbook.com/stocks/MLYS/) | $393.0K | 14,565 | 0.3% | 14 |
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $374.9K | 2,132 | 0.3% | 27 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $367.2K | 1,500 | 0.3% | 7 |
| SYNDAX PHARMACEUTICALS INC | [SNDX](https://holderbook.com/stocks/SNDX/) | $342.8K | 15,680 | 0.2% | 5 |
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $342.7K | 1,830 | 0.2% | 2 |
| ABIVAX SA | [ABVX](https://holderbook.com/stocks/ABVX/) | $311.8K | 2,340 | 0.2% | 2 |
| BRIDGEBIO PHARMA INC | [BBIO](https://holderbook.com/stocks/BBIO/) | $305.4K | 4,100 | 0.2% | 12 |
| MODERNA INC | [MRNA](https://holderbook.com/stocks/MRNA/) | $304.6K | 4,350 | 0.2% | 26 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $297.1K | 1,980 | 0.2% | 2 |
| INCYTE CORP | [INCY](https://holderbook.com/stocks/INCY/) | $266.4K | 2,350 | 0.2% | 7 |
| ORIC PHARMACEUTICALS INC | [ORIC](https://holderbook.com/stocks/ORIC/) | $254.5K | 23,500 | 0.2% | 6 |
| ARS PHARMACEUTICALS INC | [SPRY](https://holderbook.com/stocks/SPRY/) | $239.5K | 29,900 | 0.2% | 16 |
| STRUCTURE THERAPEUTICS INC | [GPCR](https://holderbook.com/stocks/GPCR/) | $232.1K | 4,325 | 0.2% | 11 |
| MEDPACE HLDGS INC | [MEDP](https://holderbook.com/stocks/MEDP/) | $227.7K | 430 | 0.2% | 2 |
| TEMPUS AI INC | [TEM](https://holderbook.com/stocks/TEM/) | $224.8K | 3,880 | 0.2% | 1 |
| CORBUS PHARMACEUTICALS HLDGS | [CRBP](https://holderbook.com/stocks/CRBP/) | $187.6K | 20,000 | 0.1% | 1 |
| PALISADE BIO INC | [PALI](https://holderbook.com/stocks/PALI/) | $183.9K | 88,000 | 0.1% | 2 |
| Engene Therapeutics Inc | [ENGN](https://holderbook.com/stocks/ENGN/) | $37.5K | 21,700 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.8% | +14.8% | -8.1% | 97% |
| Q1 2026 | -0.6% | -4.6% | +4.0% | 99% |
| Q4 2025 | +25.6% | +2.4% | +23.2% | 100% |
| Q3 2025 | +41.1% | +7.8% | +33.2% | 100% |
| Q2 2025 | -2.7% | +10.5% | -13.2% | 100% |
| Q1 2025 | -5.9% | -4.6% | -1.4% | 100% |
| Q4 2024 | -5.2% | +2.1% | -7.3% | 100% |
| Q3 2024 | +6.8% | +5.4% | +1.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $143.3M | 82 |
| Q1 2026 | $120.7M | 77 |
| Q4 2025 | $124.8M | 74 |
| Q3 2025 | $162.0M | 82 |
| Q2 2025 | $151.5M | 94 |
| Q1 2025 | $128.5M | 84 |
| Q4 2024 | $149.8M | 86 |
| Q3 2024 | $169.3M | 90 |
| Q2 2024 | $246.1M | 97 |
| Q1 2024 | $254.4M | 92 |
| Q4 2023 | $232.2M | 104 |
| Q3 2023 | $513.5M | 123 |