Q1 2026 · 13F-HR
SECTORAL ASSET MANAGEMENT INCholdings as filed
Filed 2026-05-15 · accession 0001104659-26-062046
$120.7M
Reported value
77
Positions
2026-03-31
Period end
The Brief · SECTORAL ASSET MANAGEMENT INC · Q1 2026
AI · grounded in 13F
SECTORAL ASSET MANAGEMENT INC closed its position in AstraZeneca, a move totaling -$1.4M. The fund established new positions in IQV for $1.4M and BMY for $1.2M. Additionally, the manager accumulated shares in INSM by 75.8% and GILD by 53.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30054Y107 | EVMN | EVOMMUNE INC | $13.5M | 11.2% | 589,005 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTICS | $9.5M | 7.87% | 727,587 | Common | SOLE |
| 82537J108 | SI | SHOULDER INNOVATIONS | $6.3M | 5.18% | 430,407 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $5.8M | 4.84% | 6,354 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.5M | 3.69% | 18,218 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $4.1M | 3.42% | 27,490 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GRP INC | $4.0M | 3.35% | 14,957 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $3.5M | 2.91% | 9,210 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMA | $3.5M | 2.86% | 7,007 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $3.4M | 2.80% | 19,668 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $2.7M | 2.27% | 3,564 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $2.7M | 2.20% | 12,200 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $2.6M | 2.18% | 25,578 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $2.6M | 2.14% | 21,480 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMCTCLS | $2.5M | 2.06% | 2,919 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGIC INC | $2.4M | 2.00% | 5,250 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC | $2.2M | 1.81% | 34,780 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $2.0M | 1.69% | 22,164 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $1.9M | 1.60% | 5,874 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $1.8M | 1.51% | 9,597 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC | $1.7M | 1.43% | 3,508 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $1.5M | 1.21% | 23,231 | Common | SOLE |
| 46266C105 | IQV | IQVIA HOLDINGS INC | $1.4M | 1.17% | 8,307 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS | $1.4M | 1.16% | 69,615 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES | $1.4M | 1.15% | 17,338 | Common | SOLE |
| 110122108 | BMY | BRISTOL MYERS SQUIBB | $1.3M | 1.06% | 21,150 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS | $1.1M | 0.95% | 1,710 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS | $1.1M | 0.90% | 25,573 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES | $1.0M | 0.86% | 45,070 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $1.0M | 0.84% | 32,500 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $961,815 | 0.80% | 11,100 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS | $939,499 | 0.78% | 74,446 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES | $902,398 | 0.75% | 22,140 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS | $895,135 | 0.74% | 31,618 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACUETCL | $864,232 | 0.72% | 2,310 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS | $852,463 | 0.71% | 11,272 | Common | SOLE |
| 75383L102 | RAPP | RAPPORT THERAPEUTICS | $835,005 | 0.69% | 25,421 | Common | SOLE |
| 640268306 | NKTR | NEKTAR THERAPEUTICS | $820,662 | 0.68% | 10,851 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICS | $787,466 | 0.65% | 31,680 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $781,060 | 0.65% | 122,394 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $772,200 | 0.64% | 27,500 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO | $746,431 | 0.62% | 678,574 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A S | $728,276 | 0.60% | 2,800 | Common | SOLE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA | $720,430 | 0.60% | 30,013 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS | $710,805 | 0.59% | 14,102 | Common | SOLE |
| N44445109 | IMTX | IMMATICS NV | $692,687 | 0.57% | 66,830 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA | $687,276 | 0.57% | 8,100 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS | $676,672 | 0.56% | 79,150 | Common | SOLE |
| 07725L102 | ONC | BEONE MEDICINES LTD | $631,061 | 0.52% | 1,870 | Common | SOLE |
| 878972108 | TECX | TECTONIC THERAPEUTIC | $628,215 | 0.52% | 19,059 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICAL | $617,240 | 0.51% | 7,200 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMAC | $607,268 | 0.50% | 9,450 | Common | SOLE |
| 50127T109 | KURA | KURA ONCOLOGY INC | $606,010 | 0.50% | 71,480 | Common | SOLE |
| 74276R102 | PRVA | PRIVIA HEALTH GROUP | $558,188 | 0.46% | 27,136 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $544,614 | 0.45% | 7,300 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $515,063 | 0.43% | 6,650 | Common | SOLE |
| N90064101 | QURE | UNIQURE N.V. | $499,411 | 0.41% | 29,245 | Common | SOLE |
| 00860C102 | AGMB | AGOMAB THERAPEUTICS | $477,295 | 0.40% | 43,500 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTH | $474,172 | 0.39% | 26,911 | Common | SOLE |
| 433313103 | HNGE | HINGE HEALTH INC | $472,129 | 0.39% | 12,244 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $447,064 | 0.37% | 7,999 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $393,834 | 0.33% | 7,200 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $385,910 | 0.32% | 1,850 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $372,666 | 0.31% | 7,225 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMA PLC | $371,294 | 0.31% | 1,750 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES | $343,841 | 0.28% | 2,300 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS | $332,651 | 0.28% | 23,500 | Common | SOLE |
| 68170A108 | OMDA | OMADA HEALTH INC | $322,043 | 0.27% | 25,620 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $297,861 | 0.25% | 2,340 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $296,071 | 0.25% | 2,132 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTIC | $289,869 | 0.24% | 1,500 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORPORATION | $254,124 | 0.21% | 2,350 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $247,904 | 0.21% | 4,350 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS | $228,090 | 0.19% | 430 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $205,523 | 0.17% | 1,980 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES | $202,280 | 0.17% | 1,830 | Common | SOLE |
| 696389402 | PALI | PALISADE BIO INC | $172,375 | 0.14% | 88,000 | 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.