Q2 2023 · 13F-HR
SECTORAL ASSET MANAGEMENT INCholdings as filed
Filed 2023-08-11 · accession 0001104659-23-090436
$599.8M
Reported value
121
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 77634L105 | RCM1USD | R1 RCM INC | $14.9M | 2.49% | 809,194 | Common | NONE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $14.8M | 2.47% | 488,142 | Common | NONE |
| 74276R102 | PRVA | PRIVIA HEALTH GROUP | $13.2M | 2.21% | 506,622 | Common | NONE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTIC | $13.1M | 2.19% | 143,859 | Common | NONE |
| 750491102 | RDNT | RADNET INC | $13.0M | 2.17% | 398,634 | Common | NONE |
| 09061G101 | BMRN | BIOMARIN PHARMAC INC | $12.9M | 2.15% | 148,448 | Common | NONE |
| 68404L201 | OPCH | OPTION CARE HEALTH | $12.7M | 2.11% | 390,000 | Common | NONE |
| G4705A100 | ICLR | ICON PLC | $12.0M | 2.00% | 47,972 | Common | NONE |
| 04963C209 | ATRC | ATRICURE INC | $11.8M | 1.97% | 239,532 | Common | NONE |
| 42226A107 | HQY | HEALTHEQUITY INC | $11.6M | 1.93% | 183,375 | Common | NONE |
| 532457108 | LLY | LILLY ELI & CO | $11.1M | 1.86% | 23,765 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GRP INC | $11.0M | 1.84% | 22,925 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $10.9M | 1.82% | 517,841 | Common | NONE |
| 603170101 | MLYS | MINERALYS THERAPEUTI | $10.5M | 1.75% | 614,713 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $10.4M | 1.73% | 151,848 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $10.3M | 1.71% | 62,100 | Common | SOLE |
| 89455T109 | TMCI | TREACE MED CONCEPT | $9.7M | 1.62% | 379,443 | Common | NONE |
| 69366J200 | PTCT | PTC THERAPEUTICS I | $9.4M | 1.57% | 231,696 | Common | NONE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERA | $9.4M | 1.57% | 184,590 | Common | NONE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS | $9.2M | 1.53% | 729,924 | Common | NONE |
| 45332Y109 | NARIUSD | INARI MED INC | $8.9M | 1.48% | 153,043 | Common | NONE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES | $8.6M | 1.44% | 136,837 | Common | NONE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS | $8.4M | 1.40% | 1,255,640 | Common | NONE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTIC | $8.4M | 1.39% | 387,310 | Common | NONE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $8.3M | 1.38% | 98,687 | Common | NONE |
| 45253H101 | IMGNEUR | IMMUNOGEN INC | $8.2M | 1.37% | 436,447 | Common | NONE |
| 457730109 | INSP | INSPIRE MED SYS INC | $7.8M | 1.30% | 24,000 | Common | NONE |
| 00848J104 | — | AGILITI INC | $7.7M | 1.29% | 469,277 | Common | NONE |
| 46116X101 | ITCIEUR | INTRA CELLULAR THERA | $7.6M | 1.27% | 119,852 | Common | NONE |
| G01767105 | ALKS | ALKERMES PLC | $7.6M | 1.26% | 242,173 | Common | NONE |
| 88033G407 | THC | TENET HEALTHCARE | $7.4M | 1.24% | 91,500 | Common | NONE |
| 24823R105 | DNLI | DENALI THERAPEUTICS | $7.2M | 1.21% | 245,291 | Common | NONE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES | $7.2M | 1.20% | 354,490 | Common | NONE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS | $6.7M | 1.11% | 435,313 | Common | NONE |
| 98943L107 | ZNTL | ZENTALIS PHARMACEU | $6.6M | 1.10% | 234,000 | Common | NONE |
| 05465P101 | AXNX* | AXONICS INC | $6.5M | 1.08% | 127,950 | Common | NONE |
| 589889104 | MMSI | MERIT MEDICAL SYS | $6.4M | 1.06% | 76,000 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $6.3M | 1.06% | 55,000 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $6.3M | 1.05% | 28,269 | Common | SOLE |
| 36338D108 | GRTX | GALERA THERAPEUTIC | $6.3M | 1.04% | 2,005,054 | Common | NONE |
| 207410101 | CNMD | CONMED CORP | $6.2M | 1.03% | 45,500 | Common | NONE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS | $6.0M | 1.00% | 52,449 | Common | NONE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICAL | $5.9M | 0.98% | 648,353 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $5.8M | 0.96% | 157,400 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACUETCL | $5.7M | 0.94% | 29,826 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS | $5.6M | 0.94% | 351,646 | Common | NONE |
| 48576A100 | — | KARUNA THERAPEUTICS | $5.6M | 0.93% | 25,732 | Common | NONE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $5.5M | 0.92% | 238,541 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $5.5M | 0.91% | 50,248 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $5.4M | 0.91% | 108,977 | Common | NONE |
| 82489T104 | SWAVUSD | SHOCKWAVE MEDICAL | $5.4M | 0.90% | 18,950 | Common | NONE |
| 60468T105 | MRTXEUR | MIRATI THERAPEUTICS | $5.4M | 0.89% | 148,553 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC | $5.4M | 0.89% | 98,976 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $5.3M | 0.88% | 39,300 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUT | $5.1M | 0.86% | 143,922 | Common | NONE |
| 40637H109 | HALO | HALOZYME THERAPEUTIC | $5.0M | 0.84% | 139,437 | Common | NONE |
| 46266C105 | IQV | IQVIA HOLDINGS INC | $5.0M | 0.83% | 22,100 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $4.9M | 0.82% | 69,000 | Common | NONE |
| 75615P103 | — | REATA PHARMACEUTIC | $4.8M | 0.81% | 47,500 | Common | NONE |
| 901384107 | TSVT* | 2SEVENTY BIO INC | $4.7M | 0.78% | 462,485 | Common | NONE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTI | $4.4M | 0.73% | 18,985 | Common | NONE |
| 00445A100 | — | ACELYRIN INC | $4.2M | 0.70% | 201,017 | Common | NONE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX | $4.1M | 0.69% | 802,680 | Common | NONE |
| 45826J105 | NTLA | INTELLIA THERAPEUT | $4.1M | 0.69% | 100,832 | Common | NONE |
| 09062X103 | BIIB | BIOGEN INC | $4.0M | 0.67% | 14,066 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $3.8M | 0.64% | 117,083 | Common | NONE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICA | $3.8M | 0.63% | 190,790 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCI | $3.7M | 0.62% | 7,165 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $3.6M | 0.60% | 12,500 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $3.5M | 0.59% | 40,051 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCE | $3.4M | 0.56% | 35,700 | Common | SOLE |
| 110122108 | BMY | BRISTOL MYERS SQUIBB | $3.2M | 0.53% | 50,000 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES | $3.1M | 0.52% | 30,000 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICL | $2.9M | 0.48% | 8,164 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT PHARMA | $2.7M | 0.45% | 311,277 | Common | NONE |
| 235851102 | DHR | DANAHER CORP | $2.6M | 0.44% | 10,975 | Common | SOLE |
| 82710M100 | SILKUSD | SILK ROAD MEDICAL | $2.6M | 0.44% | 80,500 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $2.5M | 0.42% | 32,682 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $2.4M | 0.40% | 674,629 | Common | NONE |
| 75886F107 | REGN | REGENERON PHARMCTCLS | $2.3M | 0.38% | 3,196 | Common | SOLE |
| 75120L100 | — | RALLYBIO CORP | $2.1M | 0.35% | 375,960 | Common | NONE |
| 26886C107 | — | EQRX INC | $2.1M | 0.35% | 1,135,967 | Common | NONE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS | $2.1M | 0.35% | 332,250 | Common | NONE |
| 07373V105 | BEAM | BEAM THERAPEUTICS | $2.0M | 0.34% | 63,500 | Common | NONE |
| 28202V108 | — | EFFECTOR THERAPEUTCS | $2.0M | 0.33% | 2,382,644 | Common | SOLE |
| 37148K100 | GBIOGBX | GENERATION BIO CO | $2.0M | 0.33% | 356,740 | Common | NONE |
| 46565G104 | 5E7 | ITEOS THERAPEUTICS | $1.9M | 0.32% | 146,576 | Common | NONE |
| 01671P100 | ALLKGUSD | ALLAKOS INC | $1.9M | 0.32% | 434,310 | Common | NONE |
| 556099109 | MGNX | MACROGENICS INC | $1.9M | 0.31% | 352,497 | Common | NONE |
| 04683R106 | AVIR | ATEA PHARMACEUTICALS | $1.9M | 0.31% | 501,537 | Common | NONE |
| 869367102 | — | SUTRO BIOPHARMA IN | $1.9M | 0.31% | 400,646 | Common | NONE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG | $1.9M | 0.31% | 245,735 | Common | NONE |
| 872381108 | TELA | TELA BIO INC | $1.8M | 0.30% | 178,372 | Common | NONE |
| 09077B104 | BCABGBP | BIOATLA INC | $1.7M | 0.28% | 556,518 | Common | NONE |
| 444859102 | HUM | HUMANA INC | $1.6M | 0.27% | 3,575 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $1.6M | 0.26% | 12,828 | Common | SOLE |
| 81181C104 | — | SEAGEN INC | $1.5M | 0.26% | 8,015 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA | $1.5M | 0.25% | 21,226 | Common | SOLE |
| 78464A870 | XBI | SPDR SER TR | $1.5M | 0.25% | 18,032 | Common | NONE |
| 07725L102 | ONC | BEIGENE LIMITED | $1.0M | 0.17% | 5,800 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $1.0M | 0.17% | 5,432 | Common | SOLE |
| G46188101 | HZNPN | HORIZON THERAPEUTICS | $812,412 | 0.14% | 7,899 | Common | SOLE |
| 80105N105 | SNY | SANOFI | $587,294 | 0.10% | 10,896 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $552,240 | 0.09% | 8,000 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORPORATION | $509,081 | 0.08% | 8,178 | Common | SOLE |
| 256135203 | RDY | DR REDDYS LABS LTD | $505,132 | 0.08% | 8,004 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS | $496,025 | 0.08% | 2,247 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $472,228 | 0.08% | 15,362 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMA PLC | $413,316 | 0.07% | 3,334 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $410,775 | 0.07% | 1,054 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $359,299 | 0.06% | 3,329 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENC | $326,278 | 0.05% | 3,460 | Common | SOLE |
| 87978U108 | OVASUSD | TEMPEST THERAPEUTICS | $278,630 | 0.05% | 219,394 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS | $270,431 | 0.05% | 1,126 | Common | SOLE |
| 36118A100 | — | FUSION PHARMACEUTI | $267,577 | 0.04% | 57,297 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $256,304 | 0.04% | 25,427 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A S | $249,543 | 0.04% | 2,796 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $221,840 | 0.04% | 8,000 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $153,264 | 0.03% | 6,175 | Common | SOLE |
| 03969K108 | ARQT | ARCUTIS BIOTHERAPE | $136,155 | 0.02% | 14,287 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS | $125,500 | 0.02% | 50,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.