Sectoral Asset Management Inc
- SEC CIK
- 0001274413
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 104
- 較 2023 年第 3 季 −19
- 總值
- $2.32 億
- 較 2023 年第 3 季 −$2.81 億 (−54.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 26,565 | $1,549 萬 | 6.7% | +3,300+14.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 18,925 | $996.3 萬 | 4.3% | +2,000+11.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 79,500 | $866.7 萬 | 3.7% | +24,500+44.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 53,850 | $844.0 萬 | 3.6% | −3,000−5.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 28,685 | $826.2 萬 | 3.6% | +620+2.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 68,998 | $759.5 萬 | 3.3% | +16,500+31.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 46,300 | $717.5 萬 | 3.1% | +7,000+17.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 189,400 | $545.3 萬 | 2.3% | +32,000+20.3% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 91,476 | $528.8 萬 | 2.3% | −7,500−7.6% | 減碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 605,606 | $520.8 萬 | 2.2% | −235,153−28.0% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 50,070 | $482.8 萬 | 2.1% | −95,020−65.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,015 | $478.5 萬 | 2.1% | +1,850+25.8% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 22,640 | $433.4 萬 | 1.9% | −6,320−21.8% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 15,827 | $409.6 萬 | 1.8% | +815+5.4% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 16,600 | $384.1 萬 | 1.7% | −2,400−12.6% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 10,027 | $381.5 萬 | 1.6% | +8,800+717.2% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 8,225 | $376.5 萬 | 1.6% | +900+12.3% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 9,219 | $375.1 萬 | 1.6% | +450+5.1% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 29,400 | $364.8 萬 | 1.6% | −2,300−7.3% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 327,801 | $358.6 萬 | 1.5% | +327,801 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 14,975 | $346.4 萬 | 1.5% | +4,000+36.4% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,835 | $336.8 萬 | 1.5% | +115+3.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 40,905 | $331.4 萬 | 1.4% | +2,755+7.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 40,051 | $329.9 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ANNXAnnexon, Inc. | COM | 650,911 | $295.5 萬 | 1.3% | −247,874−27.6% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 10,203 | $288.8 萬 | 1.2% | −23,460−69.7% | 減碼 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 142,510 | $288.7 萬 | 1.2% | +142,510 | 新進 | 歷史 |
| PODDInsulet Corp | Stock | 12,950 | $281.0 萬 | 1.2% | −23,775−64.7% | 減碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 66,000 | $271.7 萬 | 1.2% | +58,990+841.5% | 加碼 | 歷史 |
| STROSutro Biopharma, Inc. | COM | 623,684 | $267.6 萬 | 1.2% | +191,345+44.3% | 加碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 305,412 | $257.5 萬 | 1.1% | +34,356+12.7% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 274,623 | $246.9 萬 | 1.1% | +274,623 | 新進 | 歷史 |
| GDRXGoodRx Holdings, Inc. | COM CL A | 364,000 | $243.9 萬 | 1.1% | −643,000−63.9% | 減碼 | 歷史 |
| SLRNACELYRIN, Inc. | COM | 325,549 | $242.9 萬 | 1.0% | +325,549 | 新進 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 220,056 | $241.0 萬 | 1.0% | +64,981+41.9% | 加碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 156,769 | $222.5 萬 | 1.0% | −646,695−80.5% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 64,000 | $215.6 萬 | 0.9% | −311,500−83.0% | 減碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 685,985 | $212.7 萬 | 0.9% | +382,161+125.8% | 加碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 90,310 | $208.0 萬 | 0.9% | −404,312−81.7% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 21,541 | $207.7 萬 | 0.9% | +3,535+19.6% | 加碼 | 歷史 |
| ALLKAllakos Inc. | COM | 752,381 | $205.4 萬 | 0.9% | −17,751−2.3% | 減碼 | 歷史 |
| AXNXAxonics, Inc. | COM | 32,800 | $204.1 萬 | 0.9% | −140,150−81.0% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 92,060 | $198.9 萬 | 0.9% | +92,060 | 新進 | 歷史 |
| CNMDCONMED Corp | COM | 18,100 | $198.2 萬 | 0.9% | −95,900−84.1% | 減碼 | 歷史 |
| QUREuniQure N.V. | SHS | 292,592 | $198.1 萬 | 0.9% | +292,592 | 新進 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 354,641 | $194.3 萬 | 0.8% | −694,550−66.2% | 減碼 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 170,800 | $192.2 萬 | 0.8% | +170,800 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 124,151 | $190.9 萬 | 0.8% | −232,988−65.2% | 減碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 81,160 | $187.6 萬 | 0.8% | −94,920−53.9% | 減碼 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 97,435 | $186.1 萬 | 0.8% | −278,021−74.0% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 20,439 | $182.5 萬 | 0.8% | −4,236−17.2% | 減碼 | – |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 30,005 | $181.2 萬 | 0.8% | −67,960−69.4% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 26,130 | $176.0 萬 | 0.8% | +1,310+5.3% | 加碼 | 歷史 |
| BCABBioAtla, Inc. | COM | 706,062 | $173.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 46,777 | $170.0 萬 | 0.7% | −125,630−72.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 21,900 | $167.0 萬 | 0.7% | −27,300−55.5% | 減碼 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 203,327 | $165.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 198,800 | $161.6 萬 | 0.7% | −786,200−79.8% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 16,100 | $160.1 萬 | 0.7% | +1,100+7.3% | 加碼 | 歷史 |
| TSBXTurnstone Biologics Corp. | COM | 517,648 | $131.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 84,055 | $123.7 萬 | 0.5% | +10,400+14.1% | 加碼 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 441,829 | $115.8 萬 | 0.5% | +441,829 | 新進 | 歷史 |
| EFTReFFECTOR Therapeutics, Inc. | COM | 2,382,644 | $111.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 6,600 | $91.9 萬 | 0.4% | +300+4.8% | 加碼 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 2,235 | $70.7 萬 | 0.3% | −23,745−91.4% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 14,090 | $70.1 萬 | 0.3% | +1,260+9.8% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 3,752 | $67.7 萬 | 0.3% | +420+12.6% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 10,105 | $63.4 萬 | 0.3% | +460+4.8% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 2,815 | $61.9 萬 | 0.3% | +200+7.6% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 4,445 | $58.6 萬 | 0.3% | +410+10.2% | 加碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 7,013 | $58.6 萬 | 0.3% | −111,290−94.1% | 減碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 20,570 | $57.8 萬 | 0.2% | +2,620+14.6% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 4,441 | $55.9 萬 | 0.2% | +200+4.7% | 加碼 | 歷史 |
| FUSNFusion Pharmaceuticals Inc. | COM | 57,297 | $55.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 7,420 | $53.1 萬 | 0.2% | −116,260−94.0% | 減碼 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 17,896 | $53.1 萬 | 0.2% | −446,216−96.1% | 減碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 12,955 | $52.3 萬 | 0.2% | −167,240−92.8% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 8,050 | $50.6 萬 | 0.2% | −113,180−93.4% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 4,094 | $50.4 萬 | 0.2% | +180+4.6% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 15,060 | $47.2 萬 | 0.2% | −194,900−92.8% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 13,811 | $42.8 萬 | 0.2% | −333,581−96.0% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 15,330 | $42.5 萬 | 0.2% | −228,930−93.7% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 1,371 | $42.0 萬 | 0.2% | +190+16.1% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 36,457 | $40.9 萬 | 0.2% | +6,010+19.7% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 13,710 | $39.3 萬 | 0.2% | −128,940−90.4% | 減碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 3,725 | $39.3 萬 | 0.2% | +280+8.1% | 加碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 6,474 | $38.0 萬 | 0.2% | −175,430−96.4% | 減碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 12,280 | $36.8 萬 | 0.2% | −214,750−94.6% | 減碼 | 歷史 |
| EXELExelixis, Inc. | COM | 13,990 | $33.6 萬 | 0.1% | +1,510+12.1% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 6,480 | $32.8 萬 | 0.1% | +6,480 | 新進 | 歷史 |
| RDYDr Reddys Laboratories Ltd | ADR | 4,500 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 5,220 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 9,300 | $28.4 萬 | 0.1% | −103,032−91.7% | 減碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,201 | $27.8 萬 | 0.1% | −19,700−94.3% | 減碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 12,881 | $27.6 萬 | 0.1% | −242,060−94.9% | 減碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 19,230 | $27.0 萬 | 0.1% | −418,422−95.6% | 減碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 8,182 | $25.0 萬 | 0.1% | −149,370−94.8% | 減碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 2,470 | $22.8 萬 | 0.1% | −163,420−98.5% | 減碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 6,030 | $22.3 萬 | 0.1% | −139,970−95.9% | 減碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 3,000 | $18.1 萬 | 0.1% | −3,670−55.0% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（29 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RCMR1 RCM Inc. | COM | 744,194 | $1,122 萬 | 2.2% | 歷史 |
| HQYHealthequity, Inc. | COM | 143,875 | $1,051 萬 | 2.0% | 歷史 |
| EVHEvolent Health, Inc. | CL A | 383,142 | $1,043 萬 | 2.0% | 歷史 |
| RDNTRadNet, Inc. | COM | 369,134 | $1,041 萬 | 2.0% | 歷史 |
| ATRCAtriCure, Inc. | COM | 236,532 | $1,036 萬 | 2.0% | 歷史 |
| NARIInari Medical, Inc. | Stock | 138,043 | $902.8 萬 | 1.8% | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 91,500 | $602.9 萬 | 1.2% | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 79,000 | $545.3 萬 | 1.1% | 歷史 |
| GKOSGLAUKOS Corp | COM | 69,000 | $519.2 萬 | 1.0% | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 70,987 | $493.2 萬 | 1.0% | 歷史 |
| TELATELA Bio, Inc. | COM | 525,000 | $420.0 萬 | 0.8% | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 187,016 | $419.1 萬 | 0.8% | 歷史 |
| PGNYProgyny, Inc. | COM | 120,000 | $408.2 萬 | 0.8% | 歷史 |
| DCGODocGo Inc. | COM | 651,400 | $347.2 萬 | 0.7% | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 17,400 | $346.4 萬 | 0.7% | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 246,345 | $319.5 萬 | 0.6% | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 33,000 | $311.1 萬 | 0.6% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 88,000 | $305.6 萬 | 0.6% | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 969,350 | $304.4 萬 | 0.6% | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 310,398 | $220.4 萬 | 0.4% | 歷史 |
| SGENSeagen Inc. | COM | 9,210 | $195.4 萬 | 0.4% | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 47,000 | $188.8 萬 | 0.4% | 歷史 |
| MGNXMacrogenics Inc | COM | 387,001 | $180.3 萬 | 0.4% | 歷史 |
| AVIRAtea Pharmaceuticals, Inc. | COM | 600,461 | $180.1 萬 | 0.4% | 歷史 |
| GBIOGeneration Bio Co. | COM | 356,740 | $135.2 萬 | 0.3% | 歷史 |
| RLYBRallybio Corp | COM | 375,960 | $126.7 萬 | 0.2% | 歷史 |
| VLTOVeralto Corp | Stock | 3,658 | $30.9 萬 | 0.1% | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 2,515 | $29.1 萬 | 0.1% | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 4,357 | $2.31 萬 | <0.1% | 歷史 |