Sector Gamma AS
- SEC CIK
- 0001475373
- Latest filing
- Aug 12, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 29
- +1 vs. Q2 2024
- Portfolio value
- $329.6M
- +$61.9M (+23.1%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 602,000 | $31.1M | 9.5% | +67,000+12.5% | Added | History |
| MDTMedtronic plc | Stock | 334,890 | $30.2M | 9.1% | +70,000+26.4% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 289,163 | $24.2M | 7.4% | −131,000−31.2% | Reduced | History |
| PFEPfizer Inc | Stock | 820,000 | $23.7M | 7.2% | −75,000−8.4% | Reduced | History |
| CVSCVS Health Corp | Stock | 302,000 | $19.0M | 5.8% | +82,000+37.3% | Added | History |
| BDXBecton Dickinson & Co | Stock | 77,280 | $18.6M | 5.7% | +77,280 | New | History |
| INCYIncyte Corp | COM | 259,000 | $17.1M | 5.2% | +55,624+27.4% | Added | History |
| BAXBaxter International Inc | Stock | 385,000 | $14.6M | 4.4% | +125,000+48.1% | Added | History |
| ELVElevance Health, Inc. | Stock | 26,279 | $13.7M | 4.1% | +2,000+8.2% | Added | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 190,348 | $13.4M | 4.1% | +127,000+200.5% | Added | History |
| CAHCardinal Health Inc | Stock | 117,098 | $12.9M | 3.9% | +10,000+9.3% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 106,000 | $11.4M | 3.5% | +21,000+24.7% | Added | History |
| BRKRBruker Corp | COM | 158,970 | $11.0M | 3.3% | +43,498+37.7% | Added | History |
| QGENQiagen N.V. | Stock | 223,124 | $10.2M | 3.1% | +139,640+167.3% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 106,700 | $10.0M | 3.0% | +2,700+2.6% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 210,842 | $8.45M | 2.6% | +40,842+24.0% | Added | History |
| CNCCentene Corp | Stock | 95,000 | $7.15M | 2.2% | +50,000+111.1% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 106,153 | $7.01M | 2.1% | +37,000+53.5% | Added | History |
| BIIBBiogen Inc. | COM | 35,166 | $6.82M | 2.1% | −8,819−20.1% | Reduced | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 16,829 | $5.63M | 1.7% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 16,000 | $5.16M | 1.6% | −14,000−46.7% | Reduced | History |
| BNTXBioNTech SE | SPONSORED ADS | 40,000 | $4.75M | 1.4% | +40,000 | New | History |
| THCTenet Healthcare Corp | COM NEW | 26,361 | $4.38M | 1.3% | −26,500−50.1% | Reduced | History |
| UHSUniversal Health Services Inc | CL B | 17,627 | $4.04M | 1.2% | −17,373−49.6% | Reduced | History |
| HUMHumana Inc | Stock | 12,000 | $3.80M | 1.2% | +12,000 | New | History |
| LNTHLantheus Holdings, Inc. | Stock | 31,712 | $3.48M | 1.1% | 00.0% | Unchanged | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 67,908 | $3.02M | 0.9% | −53,936−44.3% | Reduced | History |
| ALKSAlkermes plc. | SHS | 100,000 | $2.80M | 0.8% | −94,000−48.5% | Reduced | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 38,762 | $1.89M | 0.6% | +38,762 | New | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.