Sectoral Asset Management Inc
- SEC CIK
- 0001274413
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 82
- −12 vs. Q2 2025
- Portfolio value
- $162.0M
- +$10.6M (+7.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CTNMContineum Therapeutics, Inc. | CL A | 800,787 | $9.41M | 5.8% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 9,376 | $7.15M | 4.4% | +400+4.5% | Added | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 221,872 | $6.21M | 3.8% | +170,503+331.9% | Added | History |
| ANABAnaptysbio, Inc | COM | 194,485 | $5.96M | 3.7% | +110,585+131.8% | Added | History |
| SIShoulder Innovations, Inc. | COMMON STOCK | 430,282 | $5.40M | 3.3% | +430,282 | New | History |
| RCUSArcus Biosciences, Inc. | COM | 368,070 | $5.01M | 3.1% | +110,800+43.1% | Added | History |
| IMTXImmatics N.V. | SHS | 560,494 | $4.78M | 2.9% | +228,224+68.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 13,545 | $4.68M | 2.9% | −3,200−19.1% | Reduced | History |
| BCAXBicara Therapeutics Inc. | COM | 266,495 | $4.21M | 2.6% | +65,100+32.3% | Added | History |
| ORICOric Pharmaceuticals, Inc. | COM | 328,655 | $3.94M | 2.4% | +97,170+42.0% | Added | History |
| SLDBSolid Biosciences Inc. | COM NEW | 633,052 | $3.91M | 2.4% | +211,472+50.2% | Added | History |
| KURAKura Oncology, Inc. | COM | 395,872 | $3.50M | 2.2% | +72,300+22.3% | Added | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,107,267 | $3.44M | 2.1% | +175,647+18.9% | Added | History |
| ABBVAbbVie Inc. | Stock | 14,800 | $3.43M | 2.1% | 00.0% | Unchanged | History |
| MBXMBX Biosciences, Inc. | COM | 194,898 | $3.41M | 2.1% | +3,073+1.6% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 34,000 | $3.41M | 2.1% | +34,000 | New | – |
| ZBIOZenas BioPharma, Inc. | COM | 152,025 | $3.37M | 2.1% | −58,600−27.8% | Reduced | History |
| PVLAPalvella Therapeutics, Inc. | COM | 49,115 | $3.08M | 1.9% | −46,500−48.6% | Reduced | History |
| TECXTectonic Therapeutic, Inc. | COM | 192,770 | $3.02M | 1.9% | +93,800+94.8% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,715 | $3.02M | 1.9% | +770+11.1% | Added | History |
| AMGNAmgen Inc | Stock | 10,340 | $2.92M | 1.8% | −930−8.3% | Reduced | History |
| TILInstil Bio, Inc. | COM NEW | 161,380 | $2.88M | 1.8% | +75,160+87.2% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 3,890 | $2.87M | 1.8% | −195−4.8% | Reduced | History |
| JNJJohnson & Johnson | Stock | 15,300 | $2.84M | 1.8% | −4,000−20.7% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,750 | $2.57M | 1.6% | +500+9.5% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 7,201 | $2.45M | 1.5% | −515−6.7% | Reduced | History |
| ABTAbbott Laboratories | Stock | 17,198 | $2.30M | 1.4% | +2,000+13.2% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,968 | $2.23M | 1.4% | +1,195+43.1% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 19,550 | $2.17M | 1.3% | −140−0.7% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 22,126 | $2.16M | 1.3% | +1,000+4.7% | Added | History |
| DHRDanaher Corp | Stock | 10,575 | $2.10M | 1.3% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 77,150 | $1.97M | 1.2% | 00.0% | Unchanged | History |
| INSMINSMED Inc | COM PAR $.01 | 13,425 | $1.93M | 1.2% | −1,455−9.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,900 | $1.89M | 1.2% | 00.0% | Unchanged | History |
| QUREuniQure N.V. | SHS | 30,740 | $1.79M | 1.1% | −24,710−44.6% | Reduced | History |
| BNTXBioNTech SE | SPONSORED ADS | 17,660 | $1.74M | 1.1% | +1,500+9.3% | Added | History |
| SYKStryker Corp | Stock | 4,300 | $1.59M | 1.0% | +400+10.3% | Added | History |
| SMMTSummit Therapeutics Inc. | COM | 74,070 | $1.53M | 0.9% | +8,850+13.6% | Added | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 3,273 | $1.49M | 0.9% | −50−1.5% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 18,750 | $1.44M | 0.9% | +110+0.6% | Added | History |
| DXCMDexcom Inc | COM | 20,700 | $1.39M | 0.9% | +7,500+56.8% | Added | History |
| MRKMerck & Co., Inc. | Stock | 16,400 | $1.39M | 0.9% | −4,500−21.5% | Reduced | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 25,030 | $1.36M | 0.8% | +1,500+6.4% | Added | History |
| RAPPRapport Therapeutics, Inc. | COM | 43,480 | $1.29M | 0.8% | −136,380−75.8% | Reduced | History |
| MLYSMineralys Therapeutics, Inc. | COM | 33,885 | $1.28M | 0.8% | −348,530−91.1% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 79,430 | $1.22M | 0.8% | +16,130+25.5% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 15,000 | $1.17M | 0.7% | 00.0% | Unchanged | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 18,405 | $1.09M | 0.7% | −130−0.7% | Reduced | History |
| MRUSMerus N.V. | COM | 11,545 | $1.09M | 0.7% | −4,130−26.3% | Reduced | History |
| TRVITrevi Therapeutics, Inc. | COM | 105,950 | $969.4K | 0.6% | −28,200−21.0% | Reduced | History |
| ALHCAlignment Healthcare, Inc. | COM | 54,500 | $951.0K | 0.6% | +54,500 | New | History |
| FOLDAmicus Therapeutics, Inc. | COM | 119,105 | $938.5K | 0.6% | −480−0.4% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 36,500 | $908.9K | 0.6% | +36,500 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 30,188 | $877.3K | 0.5% | −11,230−27.1% | Reduced | History |
| BOLDBoundless Bio, Inc. | COM | 678,574 | $834.6K | 0.5% | 00.0% | Unchanged | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 81,785 | $821.9K | 0.5% | +16,000+24.3% | Added | History |
| RDNTRadNet, Inc. | COM | 10,000 | $762.1K | 0.5% | −2,500−20.0% | Reduced | History |
| ROIVRoivant Sciences Ltd. | SHS | 50,007 | $756.6K | 0.5% | 00.0% | Unchanged | History |
| AVBPArriVent BioPharma, Inc. | COM | 39,235 | $723.9K | 0.4% | +3,655+10.3% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 3,601 | $715.9K | 0.4% | +130+3.7% | Added | History |
| BBIOBridgeBio Pharma, Inc. | COM | 13,650 | $709.0K | 0.4% | −2,435−15.1% | Reduced | History |
| OMDAOmada Health, Inc. | COM | 27,500 | $608.0K | 0.4% | −7,000−20.3% | Reduced | History |
| IONSIonis Pharmaceuticals Inc | COM | 9,205 | $602.2K | 0.4% | 00.0% | Unchanged | History |
| CYTKCytokinetics Inc | COM NEW | 10,223 | $561.9K | 0.3% | −1,500−12.8% | Reduced | History |
| HNGEHinge Health, Inc. | CL A | 11,206 | $550.0K | 0.3% | +2,000+21.7% | Added | History |
| PTCTPTC Therapeutics, Inc. | COM | 8,535 | $523.8K | 0.3% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 1,800 | $518.9K | 0.3% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 10,800 | $487.1K | 0.3% | 00.0% | Unchanged | History |
| ZLABZai Lab Ltd | ADR | 12,590 | $426.7K | 0.3% | −3,250−20.5% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 2,960 | $415.5K | 0.3% | 00.0% | Unchanged | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 730 | $334.8K | 0.2% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 2,375 | $332.7K | 0.2% | 00.0% | Unchanged | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 9,280 | $327.4K | 0.2% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 765 | $320.7K | 0.2% | 00.0% | Unchanged | History |
| TEMTempus AI, Inc. | CL A | 3,760 | $303.5K | 0.2% | 00.0% | Unchanged | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 2,244 | $295.8K | 0.2% | −30−1.3% | Reduced | History |
| ILMNIllumina, Inc. | COM | 2,727 | $259.0K | 0.2% | −55−2.0% | Reduced | History |
| INCYIncyte Corp | COM | 3,030 | $257.0K | 0.2% | −3,030−50.0% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 4,205 | $151.5K | 0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 5,600 | $144.6K | 0.1% | 00.0% | Unchanged | History |
| AXSMAxsome Therapeutics, Inc. | COM | 1,020 | $123.9K | 0.1% | 00.0% | Unchanged | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 956 | $6.86K | <0.1% | −14,152−93.7% | Reduced | History |
Sold out since Q2 2025 (16)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| LENZLENZ Therapeutics, Inc. | COM | 977,245 | $28.6M | 18.9% | History |
| REPLReplimune Group, Inc. | COM | 231,650 | $2.15M | 1.4% | History |
| TRMLTourmaline Bio, Inc. | COM | 116,510 | $1.86M | 1.2% | History |
| GMEDGlobus Medical Inc | Stock | 13,500 | $796.8K | 0.5% | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 19,627 | $696.6K | 0.5% | History |
| CNCCentene Corp | Stock | 12,500 | $678.5K | 0.4% | History |
| KMTSKestra Medical Technologies, Ltd. | SHS | 35,000 | $580.3K | 0.4% | History |
| CVRXCVRx, Inc. | COM | 73,500 | $432.2K | 0.3% | History |
| SRRKScholar Rock Holding Corp | COM | 10,380 | $367.7K | 0.2% | History |
| RVMDRevolution Medicines, Inc. | COM | 6,240 | $229.6K | 0.2% | History |
| CAICaris Life Sciences, Inc. | COM | 8,350 | $223.1K | 0.1% | History |
| VTRSViatris Inc | Stock | 19,800 | $176.8K | 0.1% | History |
| MEDPMedpace Holdings, Inc. | COM | 531 | $166.7K | 0.1% | History |
| IOBTIO Biotech, Inc. | COM | 117,691 | $163.6K | 0.1% | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 2,540 | $123.5K | 0.1% | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 11,500 | $58.2K | <0.1% | History |