SECTORAL ASSET MANAGEMENT INC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| CONTINEUM THERAPEUTICS INC | CTNM | $11.9M | 727,587 | +0.45pp | 9q | HELD | |
| SHOULDER INNOVATIONS INC | SI | $8.7M | 430,407 | +0.91pp | 4q | HELD | |
| ELI LILLY & CO | LLY | $7.6M | 6,354 | +0.48pp | 31q | HELD | |
| UNITEDHEALTH GROUP INC | UNH | $5.5M | 13,235 | +0.49pp | 27q | -11.5%-$715.7K | |
| JOHNSON & JOHNSON | JNJ | $4.6M | 18,218 | -0.46pp | 24q | HELD | |
| ORUKA THERAPEUTICS INC | ORKA | $4.0M | 41,987 | - | new | NEW | |
| BIONTECH SE | BNTX | $3.9M | 41,869 | +1.02pp | 20q | +88.9%+$1.8M | |
| DEFINIUM THERAPEUTICS INC | DFTX | $3.7M | 78,310 | - | new | NEW | |
| DEXCOM INC | DXCM | $3.4M | 50,756 | +1.18pp | 6q | +118.5%+$1.9M | |
| ARCUS BIOSCIENCES INC | RCUS | $3.4M | 110,870 | +1.53pp | 24q | +146.0%+$2.0M | |
| AMGEN INC | AMGN | $3.3M | 9,210 | -0.58pp | 27q | HELD | |
| SUMMIT THERAPEUTICS INC | SMMT | $3.2M | 220,180 | +1.08pp | 14q | +216.3%+$2.2M | |
| IRHYTHM HOLDINGS INC | IRTC | $3.1M | 26,070 | - | new | NEW | |
| ABBVIE INC | ABBV | $3.1M | 12,200 | -0.06pp | 26q | HELD | |
| MERCK & CO INC | MRK | $2.8M | 21,480 | -0.21pp | 21q | HELD | |
| ARRIVENT BIOPHARMA INC | AVBP | $2.7M | 79,043 | +1.32pp | 6q | +163.4%+$1.7M | |
| VERTEX PHARMACEUTICALS INC | VRTX | $2.7M | 5,432 | -0.98pp | 31q | -22.5%-$782.3K | |
| ARGENX SE | ARGX | $2.6M | 2,831 | -0.43pp | 17q | -20.6%-$680.1K | |
| GILEAD SCIENCES INC | GILD | $2.6M | 20,620 | -1.60pp | 31q | -25.0%-$868.0K | |
| INSMED INC | INSM | $2.5M | 23,216 | -1.07pp | 22q | +18.0%+$378.3K | |
| TECTONIC THERAPEUTIC INC | TECX | $2.4M | 71,009 | +1.18pp | 5q | +272.6%+$1.8M | |
| INTUITIVE SURGICAL INC | ISRG | $2.3M | 5,850 | -0.38pp | 10q | +11.4%+$238.6K | |
| IMMATICS N.V | IMTX | $2.3M | 224,928 | +1.02pp | 5q | +236.6%+$1.6M | |
| STRYKER CORPORATION | SYK | $2.2M | 7,129 | -0.03pp | 10q | +21.4%+$395.9K | |
| AVALO THERAPEUTICS INC | AVTX | $2.2M | 119,923 | - | new | NEW | |
| CRESCENT BIOPHARMA INC. | CBIO | $2.2M | 121,300 | - | new | NEW | |
| ROIVANT SCIENCES LTD | ROIV | $2.2M | 61,100 | +0.67pp | 15q | +88.0%+$1.0M | |
| IQVIA HLDGS INC | IQV | $2.1M | 10,848 | +0.29pp | 2q | +30.6%+$491.0K | |
| PULSE BIOSCIENCES INC | PLSE | $1.9M | 67,895 | - | new | NEW | |
| DANAHER CORP DEL | DHR | $1.8M | 9,597 | -0.23pp | 24q | HELD | |
| THERMO FISHER SCIENTIFIC INC | TMO | $1.8M | 3,508 | -0.20pp | 24q | HELD | |
| ABBOTT LABORATORIES | ABT | $1.6M | 18,080 | -1.03pp | 31q | -29.3%-$680.4K | |
| ALPHATEC HLDGS INC | ATEC | $1.6M | 185,900 | - | new | NEW | |
| BOSTON SCIENTIFIC CORP | BSX | $1.6M | 36,330 | -0.73pp | 31q | +4.5%+$66.2K | |
| TRANSMEDICS GROUP INC | TMDX | $1.5M | 21,950 | - | new | NEW | |
| CYTOKINETICS INC | CYTK | $1.4M | 16,330 | +0.52pp | 18q | +123.7%+$769.3K | |
| REGENERON PHARMACEUTICALS | REGN | $1.4M | 2,169 | -1.11pp | 26q | -25.7%-$467.7K | |
| CVS HEALTH CORP | CVS | $1.3M | 13,000 | - | new | NEW | |
| EDWARDS LIFESCIENCES CORP | EW | $1.3M | 14,826 | -0.21pp | 5q | -14.5%-$227.2K | |
| TREVI THERAPEUTICS INC | TRVI | $1.2M | 65,596 | +0.08pp | 6q | -11.9%-$165.1K | |
| BRISTOL-MYERS SQUIBB CO | BMY | $1.2M | 21,150 | -0.21pp | 2q | HELD | |
| VERA THERAPEUTICS INC | VERA | $1.1M | 25,573 | -0.13pp | 14q | HELD | |
| COGENT BIOSCIENCES INC | COGT | $1.0M | 26,740 | -0.03pp | 3q | +20.8%+$178.0K | |
| MEDTRONIC PLC | MDT | $876.3K | 11,100 | -0.19pp | 2q | HELD | |
| TARSUS PHARMACEUTICALS INC | TARS | $836.2K | 13,285 | -0.12pp | 8q | +17.9%+$126.7K | |
| KURA ONCOLOGY INC | KURA | $784.1K | 71,480 | +0.05pp | 5q | HELD | |
| CENTENE CORP DEL | CNC | $770.3K | 12,000 | - | new | NEW | |
| UNITED THERAPEUTICS CORP DEL | UTHR | $742.3K | 1,370 | -0.43pp | 17q | -19.9%-$184.2K | |
| HINGE HEALTH INC | HNGE | $725.8K | 8,744 | +0.12pp | 5q | -28.6%-$290.5K | |
| NEKTAR THERAPEUTICS | NKTR | $705.8K | 10,111 | -0.19pp | 3q | -6.8%-$51.7K | |
| ALNYLAM PHARMACEUTICALS INC | ALNY | $695.4K | 2,310 | -0.23pp | 23q | HELD | |
| ASCENDIS PHARMA A/S | ASND | $685.5K | 2,570 | - | new | NEW | |
| PFIZER INC | PFE | $662.2K | 27,500 | -0.18pp | 26q | HELD | |
| ARDELYX INC | ARDX | $624.2K | 122,394 | -0.21pp | 2q | HELD | |
| PRIVIA HEALTH GROUP INC | PRVA | $621.0K | 24,136 | -0.03pp | 4q | -11.1%-$77.2K | |
| PTC THERAPEUTICS INC | PTCT | $609.3K | 7,470 | flat | 9q | +12.3%+$66.9K | |
| IONIS PHARMACEUTICALS INC | IONS | $570.9K | 7,200 | -0.11pp | 11q | HELD | |
| AGOMAB THERAPEUTICS NV | AGMB | $564.6K | 43,500 | flat | 2q | HELD | |
| BIOMARIN PHARMACEUTICAL INC | BMRN | $540.7K | 9,450 | -0.13pp | 31q | HELD | |
| BEONE MEDICINES LTD | ONC | $532.9K | 1,870 | -0.15pp | 22q | HELD | |
| HUMANA INC | HUM | $497.3K | 1,250 | - | new | NEW | |
| JAZZ PHARMACEUTICALS PLC | JAZZ | $421.7K | 1,750 | -0.01pp | 17q | HELD | |
| ROYALTY PHARMA PLC | RPRX | $403.7K | 7,200 | -0.04pp | 17q | HELD | |
| BIOGEN INC | BIIB | $399.7K | 1,850 | -0.04pp | 27q | HELD | |
| MINERALYS THERAPEUTICS INC | MLYS | $393.0K | 14,565 | -0.47pp | 14q | -53.9%-$460.1K | |
| ILLUMINA INC | ILMN | $374.9K | 2,132 | +0.02pp | 27q | HELD | |
| AXSOME THERAPEUTICS INC | AXSM | $367.2K | 1,500 | +0.02pp | 7q | HELD | |
| SYNDAX PHARMACEUTICALS INC | SNDX | $342.8K | 15,680 | -0.41pp | 5q | -50.5%-$349.8K | |
| REVOLUTION MEDICINES INC | RVMD | $342.7K | 1,830 | +0.07pp | 2q | HELD | |
| ABIVAX SA | ABVX | $311.8K | 2,340 | -0.03pp | 2q | HELD | |
| BRIDGEBIO PHARMA INC | BBIO | $305.4K | 4,100 | -0.36pp | 12q | -49.4%-$297.9K | |
| MODERNA INC | MRNA | $304.6K | 4,350 | +0.01pp | 26q | HELD | |
| GUARDANT HEALTH INC | GH | $297.1K | 1,980 | +0.04pp | 2q | HELD | |
| INCYTE CORP | INCY | $266.4K | 2,350 | -0.02pp | 7q | HELD | |
| ORIC PHARMACEUTICALS INC | ORIC | $254.5K | 23,500 | -0.10pp | 6q | HELD | |
| ARS PHARMACEUTICALS INC | SPRY | $239.5K | 29,900 | -0.39pp | 16q | -62.2%-$394.5K | |
| STRUCTURE THERAPEUTICS INC | GPCR | $232.1K | 4,325 | -0.43pp | 11q | -69.3%-$524.7K | |
| MEDPACE HLDGS INC | MEDP | $227.7K | 430 | -0.03pp | 2q | HELD | |
| TEMPUS AI INC | TEM | $224.8K | 3,880 | - | new | NEW | |
| CORBUS PHARMACEUTICALS HLDGS | CRBP | $187.6K | 20,000 | - | new | NEW | |
| PALISADE BIO INC | PALI | $183.9K | 88,000 | -0.01pp | 2q | HELD | |
| Engene Therapeutics Inc | ENGN | $37.5K | 21,700 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $101.2M | 70.6% |
| Medical Devices | $28.5M | 19.9% |
| Insurance | $6.8M | 4.7% |
| Instruments & Controls | $3.6M | 2.5% |
| Healthcare Services | $2.3M | 1.6% |
| Other sectors | $950.5K | 0.7% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $143.3M | 82 | 15 | 17 | 17 | 10 | 39.6% | 45 |
| Q1 2026 | $120.7M | 77 | 10 | 16 | 46 | 7 | 48.1% | 45 |
| Q4 2025 | $124.8M | 74 | 6 | 19 | 44 | 14 | 46.1% | 40 |
| Q3 2025 | $162.0M | 82 | 4 | 29 | 27 | 16 | 35.0% | 45 |
| Q2 2025 | $151.5M | 94 | 25 | 23 | 25 | 15 | 42.3% | 45 |
| Q1 2025 | $128.5M | 84 | 13 | 31 | 37 | 15 | 52.4% | 45 |
| Q4 2024 | $149.8M | 86 | 9 | 16 | 54 | 13 | 52.9% | 45 |
| Q3 2024 | $169.3M | 90 | 8 | 16 | 63 | 15 | 46.9% | 45 |
| Q2 2024 | $246.1M | 97 | 14 | 20 | 56 | 9 | 46.1% | 44 |
| Q1 2024 | $254.4M | 92 | 14 | 25 | 49 | 26 | 45.1% | 44 |
| Q4 2023 | $232.2M | 104 | 10 | 39 | 47 | 29 | 35.1% | 45 |
| Q3 2023 | $513.5M | 123 | 15 | 60 | 35 | 13 | 22.1% | 45 |
| Q2 2023 | $599.8M | 121 | 15 | 56 | 31 | 12 | 21.7% | 42 |
| Q1 2023 | $520.3M | 118 | 9 | 48 | 32 | 11 | 23.8% | 42 |
| Q4 2022 | $516.8M | 120 | 22 | 31 | 41 | 11 | 25.2% | 41 |
| Q3 2022 | $507.6M | 109 | 10 | 33 | 34 | 13 | 26.1% | 41 |
| Q2 2022 | $496.3M | 112 | 23 | 37 | 43 | 17 | 25.4% | 46 |
| Q1 2022 | $563.3M | 106 | 15 | 30 | 42 | 17 | 25.1% | 40 |
| Q4 2021 | $664.4M | 108 | 16 | 23 | 58 | 35 | 25.3% | 42 |
| Q3 2021 | $1.2B | 127 | 20 | 34 | 43 | 20 | 22.6% | 46 |
| Q2 2021 | $1.2B | 127 | 26 | 27 | 58 | 12 | 21.3% | 47 |
| Q1 2021 | $1.3B | 113 | 38 | 23 | 40 | 22 | 27.7% | 44 |
| Q4 2020 | $1.4B | 97 | 25 | 29 | 36 | 16 | 29.3% | 43 |
| Q3 2020 | $1.2B | 88 | 17 | 35 | 30 | 120 | 27.5% | 44 |
| Q2 2020 | $1.1B | 191 | 132 | 39 | 16 | 6 | 23.6% | 44 |
| Q1 2020 | $520.9M | 65 | 12 | 14 | 37 | 12 | 35.8% | 43 |
| Q4 2019 | $670.2M | 65 | 17 | 16 | 32 | 15 | 36.6% | 43 |
| Q3 2019 | $579.6M | 63 | 2 | 24 | 33 | 31 | 37.8% | 45 |
| Q2 2019 | $836.3M | 92 | 6 | 27 | 28 | 20 | 38.7% | 45 |
| Q1 2019 | $831.4M | 106 | 13 | 22 | 36 | 11 | 37.2% | 44 |
| Q4 2018 | $735.6M | 104 | 0 | 0 | 0 | 0 | 41.7% | 43 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.