Sectoral Asset Management Inc

Sectoral Asset Management Inc reported 82 holdings worth US$143M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Sectoral Asset Management Inc reported 82 holdings worth US$143M as of Jun 30, 2026. Largest: Contineum Therapeutics, Inc., Shoulder Innovations, Inc. and Eli Lilly And Company. Filed Aug 14, 2026 (Form 13F).

Holdings
82
Value as reported
US$143M

The filing in full

CompanySharesValue as reported% of portfolio
Contineum Therapeutics, Inc.728KUS$11.9M8.3%
Shoulder Innovations, Inc.430KUS$8.73M6.1%
Eli Lilly And Company6,354US$7.62M5.3%
Unitedhealth Group Incorporated13,235US$5.5M3.8%
Johnson & Johnson18,218US$4.63M3.2%
Oruka Therapeutics, Inc.41,987US$4M2.8%
Definium Therapeutics, Inc.78,310US$3.68M2.6%
Dexcom, Inc.50,756US$3.42M2.4%
Arcus Biosciences, Inc.111KUS$3.42M2.4%
Amgen Inc.9,210US$3.34M2.3%
Summit Therapeutics Inc.220KUS$3.21M2.2%
Irhythm Holdings, Inc.26,070US$3.1M2.2%
Abbvie Inc.12,200US$3.07M2.1%
Merck & Company, Inc.21,480US$2.77M1.9%
Arrivent Biopharma, Inc.79,043US$2.75M1.9%
Vertex Pharmaceuticals Incorporated5,432US$2.7M1.9%
Argenx Se2,831US$2.63M1.8%
Gilead Sciences, Inc.20,620US$2.61M1.8%
Insmed Incorporated23,216US$2.48M1.7%
Tectonic Therapeutic, Inc.71,009US$2.44M1.7%
Intuitive Surgical, Inc.5,850US$2.33M1.6%
Stryker Corporation7,129US$2.25M1.6%
Avalo Therapeutics, Inc.120KUS$2.22M1.5%
Crescent Biopharma, Inc.121KUS$2.18M1.5%
Roivant Sciences Ltd.61,100US$2.16M1.5%
Iqvia Holdings, Inc.10,848US$2.1M1.5%
Pulse Biosciences, Inc67,895US$1.88M1.3%
Danaher Corporation9,597US$1.83M1.3%
Thermo Fisher Scientific Inc3,508US$1.76M1.2%
Abbott Laboratories18,080US$1.64M1.1%
Alphatec Holdings, Inc.186KUS$1.61M1.1%
Boston Scientific Corporation36,330US$1.55M1.1%
Transmedics Group, Inc.21,950US$1.46M1.0%
Cytokinetics, Incorporated16,330US$1.39M0.97%
Regeneron Pharmaceuticals, Inc.2,169US$1.35M0.94%
Cvs Health Corporation13,000US$1.34M0.94%
Edwards Lifesciences Corporation14,826US$1.34M0.94%
Trevi Therapeutics, Inc.65,596US$1.22M0.85%
Bristol-myers Squibb Company21,150US$1.22M0.85%
Vera Therapeutics, Inc.25,573US$1.1M0.77%
Cogent Biosciences, Inc.26,740US$1.03M0.72%
Tarsus Pharmaceuticals, Inc.13,285US$836K0.58%
Kura Oncology, Inc.71,480US$784K0.55%
Centene Corporation12,000US$770K0.54%
United Therapeutics Corporation1,370US$742K0.52%
Hinge Health, Inc.8,744US$726K0.51%
Nektar Therapeutics10,111US$706K0.49%
Alnylam Pharmaceuticals, Inc.2,310US$695K0.49%
Pfizer, Inc.27,500US$662K0.46%
Ardelyx, Inc.122KUS$624K0.44%
Privia Health Group, Inc.24,136US$621K0.43%
Ptc Therapeutics, Inc.7,470US$609K0.43%
Ionis Pharmaceuticals, Inc.7,200US$571K0.40%
Biomarin Pharmaceutical Inc.9,450US$541K0.38%
Beone Medicines Ltd. Class A1,870US$533K0.37%
Humana Inc.1,250US$497K0.35%
Biogen Inc.1,850US$400K0.28%
Mineralys Therapeutics, Inc.14,565US$393K0.27%
Illumina, Inc.2,132US$375K0.26%
Axsome Therapeutics, Inc.1,500US$367K0.26%
Syndax Pharmaceuticals, Inc.15,680US$343K0.24%
Revolution Medicines, Inc.1,830US$343K0.24%
Abivax Sa2,340US$312K0.22%
Bridgebio Pharma, Inc.4,100US$305K0.21%
Moderna, Inc.4,350US$305K0.21%
Guardant Health, Inc.1,980US$297K0.21%
Incyte Corporation2,350US$266K0.19%
Oric Pharmaceuticals, Inc.23,500US$255K0.18%
Ars Pharmaceuticals, Inc.29,900US$239K0.17%
Medpace Holdings, Inc.430US$228K0.16%
Tempus Ai, Inc.3,880US$225K0.16%
Corbus Pharmaceuticals Holdings, Inc.20,000US$188K0.13%
Palisade Bio, Inc.88,000US$184K0.13%
Alignment Healthcare, Inc.0US$00.00%
Ascendis Pharma A/s0US$00.00%
Boundless Bio, Inc.0US$00.00%
Evommune, Inc.0US$00.00%
Inspire Medical Systems, Inc.0US$00.00%
Neurocrine Biosciences, Inc.0US$00.00%
Omada Health, Inc.0US$00.00%
Radnet, Inc.0US$00.00%
Rapport Therapeutics, Inc.0US$00.00%

Source

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