Q1 2024 · 13F-HR
SECTORAL ASSET MANAGEMENT INCholdings as filed
Filed 2024-05-14 · accession 0001104659-24-061089
$254.4M
Reported value
92
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 52635N103 | LENZ | LENZ THERAPEUTICS | $23.9M | 9.38% | 1,068,675 | Common | SOLE |
| 532457108 | LLY | LILLY ELI & CO | $20.0M | 7.85% | 25,665 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $12.2M | 4.79% | 855,875 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GRP INC | $11.5M | 4.51% | 23,175 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $11.4M | 4.49% | 86,500 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $8.0M | 3.14% | 70,248 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $7.6M | 2.98% | 47,850 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTI | $7.1M | 2.80% | 552,256 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMCTCLS | $6.8M | 2.68% | 7,075 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $6.4M | 2.52% | 35,200 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC | $5.9M | 2.33% | 86,476 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCI | $5.8M | 2.29% | 10,015 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $5.3M | 2.07% | 189,400 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $4.6M | 1.80% | 16,085 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMAC INC | $4.5M | 1.77% | 51,640 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $4.5M | 1.77% | 32,400 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $4.4M | 1.74% | 17,725 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HLDS | $3.9M | 1.54% | 29,750 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $3.7M | 1.44% | 9,307 | Common | SOLE |
| 46266C105 | IQV | IQVIA HOLDINGS INC | $3.6M | 1.40% | 14,100 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $3.3M | 1.30% | 38,051 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $3.1M | 1.22% | 18,100 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICL | $3.0M | 1.18% | 7,210 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $3.0M | 1.17% | 42,583 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC | $2.9M | 1.14% | 76,000 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $2.8M | 1.11% | 38,705 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACUETCL | $2.8M | 1.08% | 18,460 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $2.7M | 1.05% | 7,943 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $2.7M | 1.05% | 34,000 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS | $2.6M | 1.02% | 221,044 | Common | SOLE |
| 45332Y109 | NARIUSD | INARI MED INC | $2.5M | 0.99% | 52,500 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGIC INC | $2.4M | 0.96% | 6,100 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $2.4M | 0.93% | 6,600 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERA | $2.3M | 0.91% | 46,295 | Common | SOLE |
| 38246G108 | GDRX | GOODRX HLDGS INC | $2.3M | 0.90% | 321,000 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS | $2.2M | 0.88% | 17,291 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH | $2.1M | 0.84% | 64,000 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS | $2.1M | 0.82% | 204,437 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $2.0M | 0.79% | 48,780 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS | $1.9M | 0.76% | 44,901 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT PHARMA | $1.9M | 0.75% | 92,340 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HOLDINGS IN | $1.9M | 0.74% | 136,000 | Common | SOLE |
| 46565G104 | 5E7 | ITEOS THERAPEUTICS | $1.8M | 0.72% | 133,966 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $1.8M | 0.71% | 3,500 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES I | $1.8M | 0.70% | 263,700 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES | $1.8M | 0.69% | 93,635 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA | $1.7M | 0.65% | 24,430 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $1.6M | 0.65% | 4,751 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $1.6M | 0.65% | 244,000 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICAL | $1.6M | 0.62% | 139,980 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $1.6M | 0.62% | 14,740 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $1.5M | 0.59% | 6,967 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCE | $1.5M | 0.59% | 15,650 | Common | SOLE |
| 28202V207 | EFTR | EFFECTOR THERAPEUTIC | $1.4M | 0.54% | 95,305 | Common | SOLE |
| 90042W100 | — | TURNSTONE BIOLOGICS | $1.4M | 0.53% | 517,648 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS | $1.3M | 0.51% | 315,000 | Common | SOLE |
| 02155H200 | ALT | ALTIMMUNE INC | $939,003 | 0.37% | 92,240 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $875,560 | 0.34% | 74,200 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $862,370 | 0.34% | 6,280 | Common | SOLE |
| 80105N105 | SNY | SANOFI | $615,762 | 0.24% | 12,670 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A S | $606,343 | 0.24% | 4,011 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS | $596,123 | 0.23% | 2,595 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $589,785 | 0.23% | 19,420 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $580,635 | 0.23% | 8,500 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENC | $578,574 | 0.23% | 4,195 | Common | SOLE |
| 07725L102 | ONC | BEIGENE LIMITED | $577,392 | 0.23% | 3,692 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTIC | $568,403 | 0.22% | 9,670 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORPORATION | $535,803 | 0.21% | 9,405 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS | $521,758 | 0.21% | 1,291 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $521,277 | 0.20% | 49,457 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $497,967 | 0.20% | 16,105 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA CELLULAR THERA | $489,936 | 0.19% | 7,080 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMA PLC | $468,915 | 0.18% | 3,894 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $445,502 | 0.18% | 16,421 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICAL | $437,835 | 0.17% | 10,100 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES | $418,333 | 0.16% | 4,410 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICIN | $416,089 | 0.16% | 12,910 | Common | SOLE |
| 256135203 | RDY | DR REDDYS LABS LTD | $403,425 | 0.16% | 5,500 | Common | SOLE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICA | $398,981 | 0.16% | 14,810 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $385,206 | 0.15% | 14,230 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $325,181 | 0.13% | 3,525 | Common | SOLE |
| 30161Q104 | EXEL | EXELIXIS INC | $311,812 | 0.12% | 13,140 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTI | $302,022 | 0.12% | 1,131 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG | $273,504 | 0.11% | 15,400 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEU | $255,617 | 0.10% | 5,964 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS | $247,902 | 0.10% | 12,081 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUT | $242,088 | 0.10% | 8,800 | Common | SOLE |
| 40637H109 | HALO | HALOZYME THERAPEUTIC | $231,062 | 0.09% | 5,680 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUT | $219,705 | 0.09% | 7,682 | Common | SOLE |
| 501976104 | KYTX | KYVERNA THERAPEUTICS | $173,880 | 0.07% | 7,000 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $168,270 | 0.07% | 3,000 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $32,040 | 0.01% | 2,000 | 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.