SECTORAL ASSET MANAGEMENT INC

Institutional manager (13F) · CIK 1274413

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $110M

#	Issuer	Value	Shares
1	EVOMMUNE INC	$14M	589,005
2	CONTINEUM THERAPEUTICS	$10M	727,587
3	SHOULDER INNOVATIONS	$6M	430,407
4	ELI LILLY & CO	$6M	6,354
5	JOHNSON & JOHNSON	$4M	18,218
6	GILEAD SCIENCES INC	$4M	27,490
7	UNITEDHEALTH GRP INC	$4M	14,957
8	AMGEN INC	$4M	9,210
9	VERTEX PHARMA	$3M	7,007
10	INSMED INC	$3M	19,668
11	ARGENX SE	$3M	3,564
12	ABBVIE INC	$3M	12,200
13	ABBOTT LABS	$3M	25,578
14	MERCK & CO INC	$3M	21,480
15	REGENERON PHARMCTCLS	$2M	2,919
16	INTUITIVE SURGIC INC	$2M	5,250
17	BOSTON SCIENTIFIC	$2M	34,780
18	BIONTECH SE	$2M	22,164
19	STRYKER CORP	$2M	5,874
20	DANAHER CORP	$2M	9,597
21	THERMO FISHER SCIENTIFIC	$2M	3,508
22	DEXCOM INC	$1M	23,231
23	IQVIA HOLDINGS INC	$1M	8,307
24	SUMMIT THERAPEUTICS	$1M	69,615
25	EDWARDS LIFESCIENCES	$1M	17,338
26	BRISTOL MYERS SQUIBB	$1M	21,150
27	UNITED THERAPEUTICS	$1M	1,710
28	VERA THERAPEUTICS	$1M	25,573
29	ARCUS BIOSCIENCES	$1M	45,070
30	ROIVANT SCIENCES LTD	$1M	32,500
31	MEDTRONIC PLC	$962k	11,100
32	TREVI THERAPEUTICS	$939k	74,446
33	COGENT BIOSCIENCES	$902k	22,140
34	MINERALYS THERAPEUTICS	$895k	31,618
35	ALNYLAM PHARMACUETCL	$864k	2,310
36	TARSUS PHARMACEUTICALS	$852k	11,272
37	RAPPORT THERAPEUTICS	$835k	25,421
38	NEKTAR THERAPEUTICS	$821k	10,851
39	SYNDAX PHARMACEUTICS	$787k	31,680
40	ARDELYX INC	$781k	122,394
41	PFIZER INC	$772k	27,500
42	BOUNDLESS BIO	$746k	678,574
43	ASCENDIS PHARMA A S	$728k	2,800
44	ARRIVENT BIOPHARMA	$720k	30,013
45	STRUCTURE THERAPEUTICS	$711k	14,102
46	IMMATICS NV	$693k	66,830
47	BRIDGEBIO PHARMA	$687k	8,100
48	ARS PHARMACEUTICALS	$677k	79,150
49	BEONE MEDICINES LTD	$631k	1,870
50	TECTONIC THERAPEUTIC	$628k	19,059

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.