Sector Gamma AS
- SEC CIK
- 0001475373
- Latest filing
- Aug 12, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 6, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 40
- +7 vs. Q4 2021
- Portfolio value
- $460.2M
- +$34.8M (+8.2%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 499,141 | $41.0M | 8.9% | +23,337+4.9% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 681,538 | $40.5M | 8.8% | +384,483+129.4% | Added | History |
| INCYIncyte Corp | COM | 442,012 | $35.1M | 7.6% | +63,160+16.7% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 333,558 | $24.4M | 5.3% | −15,033−4.3% | Reduced | History |
| MDTMedtronic plc | Stock | 206,006 | $22.9M | 5.0% | +1,738+0.9% | Added | History |
| CAHCardinal Health Inc | Stock | 377,270 | $21.4M | 4.6% | −119,410−24.0% | Reduced | History |
| CVSCVS Health Corp | Stock | 198,873 | $20.1M | 4.4% | −7,289−3.5% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 395,335 | $17.5M | 3.8% | −104,195−20.9% | Reduced | History |
| BIIBBiogen Inc. | COM | 81,945 | $17.3M | 3.8% | +15,346+23.0% | Added | History |
| CNCCentene Corp | Stock | 194,664 | $16.4M | 3.6% | +11,518+6.3% | Added | History |
| BRKRBruker Corp | COM | 251,952 | $16.2M | 3.5% | +89,184+54.8% | Added | History |
| NUVANuvasive Inc | COM | 266,035 | $15.1M | 3.3% | +25,344+10.5% | Added | History |
| ELVElevance Health, Inc. | Stock | 29,018 | $14.3M | 3.1% | −5,384−15.7% | Reduced | History |
| CICigna Group | Stock | 58,370 | $14.0M | 3.0% | +16,870+40.7% | Added | History |
| OGNOrganon & Co. | Stock | 339,738 | $11.9M | 2.6% | −91,971−21.3% | Reduced | History |
| QGENQiagen N.V. | SHS NEW | 219,226 | $10.7M | 2.3% | +22,381+11.4% | Added | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 59,251 | $9.68M | 2.1% | +59,251 | New | History |
| ELANElanco Animal Health Inc | COM | 364,691 | $9.52M | 2.1% | +19,461+5.6% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 64,801 | $8.29M | 1.8% | +64,801 | New | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 124,000 | $8.23M | 1.8% | +124,000 | New | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 12,785 | $7.20M | 1.6% | +1,146+9.8% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 188,439 | $6.98M | 1.5% | −21,098−10.1% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 26,233 | $6.98M | 1.5% | −49,414−65.3% | Reduced | History |
| UHSUniversal Health Services Inc | CL B | 47,467 | $6.88M | 1.5% | +2,229+4.9% | Added | History |
| PFEPfizer Inc | Stock | 129,738 | $6.72M | 1.5% | −155,665−54.5% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 24,758 | $6.46M | 1.4% | −14,311−36.6% | Reduced | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 79,759 | $6.15M | 1.3% | −33,789−29.8% | Reduced | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 80,843 | $4.95M | 1.1% | +80,843 | New | History |
| RIGLRigel Pharmaceuticals Inc | COM NEW | 1,466,678 | $4.38M | 1.0% | −2,926−0.2% | Reduced | History |
| PDCOPatterson Companies, Inc. | COM | 129,757 | $4.20M | 0.9% | +6,810+5.5% | Added | History |
| SAGESage Therapeutics, Inc. | COM | 118,476 | $3.92M | 0.9% | +19,572+19.8% | Added | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 46,221 | $3.36M | 0.7% | +46,221 | New | History |
| PTCTPTC Therapeutics, Inc. | COM | 79,864 | $2.98M | 0.6% | +79,864 | New | History |
| NVAXNovavax Inc | COM NEW | 38,324 | $2.82M | 0.6% | +24,978+187.2% | Added | History |
| XRAYDentsply Sirona Inc. | Stock | 55,516 | $2.73M | 0.6% | −59,300−51.6% | Reduced | History |
| QTRXQuanterix Corp | COM | 88,670 | $2.59M | 0.6% | +88,670 | New | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 301,224 | $2.42M | 0.5% | +301,224 | New | History |
| VIRVir Biotechnology, Inc. | COM | 80,223 | $2.06M | 0.4% | +36,223+82.3% | Added | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 123,713 | $1.15M | 0.2% | +123,713 | New | History |
| MRTXMirati Therapeutics, Inc. | COM | 11,875 | $976.0K | 0.2% | −14,231−54.5% | Reduced | History |
Sold out since Q4 2021 (2)
Positions held at the end of Q4 2021 that are gone from this filing.