13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001104659-23-018063
Total Value
$516.8M
Positions
120
Other Managers
0
Confidential Omitted
No
Holdings (120)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EVOLENT HEALTH INC | EVH | 585,642 | $16.4M | 3.18% |
| 2 | HEALTHEQUITY INC | HQY | 243,775 | $15.0M | 2.91% |
| 3 | R1 RCM INC | 77634L105 | 1,352,544 | $14.8M | 2.87% |
| 4 | BIOMARIN PHARMAC INC | BMRN | 138,780 | $14.4M | 2.78% |
| 5 | UNITEDHEALTH GRP INC | UNH | 25,275 | $13.4M | 2.59% |
| 6 | PROMETHEUS BIOSCIENC | 74349U108 | 112,210 | $12.3M | 2.39% |
| 7 | INARI MED INC | 45332Y109 | 180,743 | $11.5M | 2.22% |
| 8 | ICON PLC | ICLR | 56,650 | $11.0M | 2.13% |
| 9 | JOHNSON & JOHNSON | JNJ | 62,100 | $11.0M | 2.12% |
| 10 | INSMED INC | INSM | 516,092 | $10.3M | 2.00% |
| 11 | ATRICURE INC | ATRC | 226,532 | $10.1M | 1.95% |
| 12 | IRHYTHM TECHNOLOGIES | IRTC | 96,136 | $9.0M | 1.74% |
| 13 | EXELIXIS INC | EXEL | 553,475 | $8.9M | 1.72% |
| 14 | PTC THERAPEUTICS I | PTCT | 227,491 | $8.7M | 1.68% |
| 15 | OPTION CARE HEALTH | OPCH | 273,500 | $8.2M | 1.59% |
| 16 | ARVINAS INC | ARVN | 239,247 | $8.2M | 1.58% |
| 17 | AGILITI INC | AGBK | 498,222 | $8.1M | 1.57% |
| 18 | SHOCKWAVE MEDICAL | 82489T104 | 39,100 | $8.0M | 1.56% |
| 19 | APELLIS PHARMACEUTIC | APLS | 152,340 | $7.9M | 1.52% |
| 20 | HALOZYME THERAPEUTIC | HALO | 137,400 | $7.8M | 1.51% |
| 21 | PRIVIA HEALTH GROUP | PRVA | 321,312 | $7.3M | 1.41% |
| 22 | PROTHENA CORP PLC | PRTA | 115,200 | $6.9M | 1.34% |
| 23 | DENALI THERAPEUTICS | DNLI | 243,850 | $6.8M | 1.31% |
| 24 | LANTHEUS HLDGS INC | LNTH | 132,687 | $6.8M | 1.31% |
| 25 | LILLY ELI & CO | LLY | 18,415 | $6.7M | 1.30% |
| 26 | ARS PHARMACEUTICALS | SPRY | 782,410 | $6.7M | 1.29% |
| 27 | PFIZER INC | PFE | 129,400 | $6.6M | 1.28% |
| 28 | INTRA CELLULAR THERA | 46116X101 | 122,450 | $6.5M | 1.25% |
| 29 | ALIGNMENT HEALTHCA | ALHC | 549,000 | $6.5M | 1.25% |
| 30 | AMICUS THERAPEUTICS | FOLD | 507,682 | $6.2M | 1.20% |
| 31 | TRAVERE THERAPEUTICS | TVTX | 292,320 | $6.1M | 1.19% |
| 32 | MERCK & CO INC | MRK | 55,000 | $6.1M | 1.18% |
| 33 | ALKERMES PLC | ALKS | 231,900 | $6.1M | 1.17% |
| 34 | ABBVIE INC | ABBV | 37,300 | $6.0M | 1.17% |
| 35 | CTI BIOPHARMA CORP | 12648L601 | 980,300 | $5.9M | 1.14% |
| 36 | AMYLYX PHARMACEUTIC | AMLX | 157,950 | $5.8M | 1.13% |
| 37 | ALTIMMUNE INC | ALT | 342,500 | $5.6M | 1.09% |
| 38 | RADNET INC | RDNT | 296,933 | $5.6M | 1.08% |
| 39 | BELLUS HEALTH INC | 07987C204 | 669,029 | $5.5M | 1.06% |
| 40 | AXONICS INC | 05465P101 | 87,646 | $5.5M | 1.06% |
| 41 | ALNYLAM PHARMACUETCL | ALNY | 22,810 | $5.4M | 1.05% |
| 42 | REPLIMUNE GROUP INC | REPL | 196,500 | $5.3M | 1.03% |
| 43 | BOSTON SCIENTIFIC | BSX | 113,976 | $5.3M | 1.02% |
| 44 | SEAGEN INC | SE | 40,190 | $5.2M | 1.00% |
| 45 | BLUEPRINT MEDICINES | 09627Y109 | 115,900 | $5.1M | 0.98% |
| 46 | TENET HEALTHCARE | THC | 101,500 | $5.0M | 0.96% |
| 47 | ARCUS BIOSCIENCES | RCUS | 238,482 | $4.9M | 0.95% |
| 48 | AMGEN INC | AMGN | 17,920 | $4.7M | 0.91% |
| 49 | INSPIRE MED SYS INC | 457730109 | 18,200 | $4.6M | 0.89% |
| 50 | SILK ROAD MEDICAL | 82710M100 | 84,589 | $4.5M | 0.87% |
| 51 | THERMO FISHER SCI | TMO | 7,965 | $4.4M | 0.85% |
| 52 | KARUNA THERAPEUTICS | 48576A100 | 21,810 | $4.3M | 0.83% |
| 53 | TREACE MED CONCEPT | 89455T109 | 179,924 | $4.1M | 0.80% |
| 54 | RALLYBIO CORP | RLYB | 619,891 | $4.1M | 0.79% |
| 55 | ZENTALIS PHARMACEU | ZNTL | 201,000 | $4.0M | 0.78% |
| 56 | IMMUNOGEN INC | 45253H101 | 803,944 | $4.0M | 0.77% |
| 57 | ARROWHEAD PHARMACEUT | ARWR | 95,400 | $3.9M | 0.75% |
| 58 | CYTOKINETICS INC | CYTK | 83,450 | $3.8M | 0.74% |
| 59 | ROCKET PHARMACEUTICA | RCKTW | 190,790 | $3.7M | 0.72% |
| 60 | BIOGEN INC | BIIB | 13,352 | $3.7M | 0.72% |
| 61 | OUTSET MED INC | OM | 140,000 | $3.6M | 0.70% |
| 62 | BRISTOL MYERS SQUIBB | CELG-RI | 50,000 | $3.6M | 0.70% |
| 63 | OLEMA PHARMACEUTICAL | OLMA | 1,441,805 | $3.5M | 0.68% |
| 64 | ABBOTT LABS | ABLZF | 31,748 | $3.5M | 0.67% |
| 65 | MODERNA INC | MRNA | 17,718 | $3.2M | 0.62% |
| 66 | IQVIA HOLDINGS INC | IQV | 15,100 | $3.1M | 0.60% |
| 67 | DANAHER CORP | 235851102 | 11,625 | $3.1M | 0.60% |
| 68 | MIRATI THERAPEUTICS | 60468T105 | 66,846 | $3.0M | 0.59% |
| 69 | ARCUTIS BIOTHERAPE | ARQT | 203,852 | $3.0M | 0.58% |
| 70 | VAXCYTE INC | PCVX | 60,000 | $2.9M | 0.56% |
| 71 | INTELLIA THERAPEUT | NTLA | 71,380 | $2.5M | 0.48% |
| 72 | BEAM THERAPEUTICS | BEAM | 63,500 | $2.5M | 0.48% |
| 73 | GALERA THERAPEUTIC | GRTX | 1,666,666 | $2.5M | 0.48% |
| 74 | MEDTRONIC PLC | MDT | 31,551 | $2.5M | 0.47% |
| 75 | EDWARDS LIFESCIENCE | EW | 31,900 | $2.4M | 0.46% |
| 76 | STRYKER CORP | SYK | 9,300 | $2.3M | 0.44% |
| 77 | GILEAD SCIENCES INC | GILD | 26,050 | $2.2M | 0.43% |
| 78 | STAAR SURGICAL CO | STAA | 44,000 | $2.1M | 0.41% |
| 79 | VERTEX PHARMACEUTICL | VRTX | 7,019 | $2.0M | 0.39% |
| 80 | REGENERON PHARMCTCLS | REGN | 2,710 | $2.0M | 0.38% |
| 81 | FATE THERAPEUTICS | FATE | 183,000 | $1.8M | 0.36% |
| 82 | HUMANA INC | HUM | 3,575 | $1.8M | 0.35% |
| 83 | ZYMEWORKS INC | ZYME | 192,124 | $1.5M | 0.29% |
| 84 | EXSCIENTIA PLC | 30223G102 | 265,098 | $1.4M | 0.27% |
| 85 | SCHOLAR ROCK HLDG | SRRK | 151,207 | $1.4M | 0.26% |
| 86 | ASTRAZENECA | AZN | 20,010 | $1.4M | 0.26% |
| 87 | ATEA PHARMACEUTICALS | AVIR | 281,403 | $1.4M | 0.26% |
| 88 | POINT BIOPHARMA GBL | 730541109 | 185,278 | $1.4M | 0.26% |
| 89 | MACROGENICS INC | MGNX | 200,220 | $1.3M | 0.26% |
| 90 | BEIGENE LIMITED | BEIGF | 5,980 | $1.3M | 0.25% |
| 91 | BIOXCEL THERAPEUTI | BTAI | 61,156 | $1.3M | 0.25% |
| 92 | SPDR SER TR | 78464A870 | 15,482 | $1.3M | 0.25% |
| 93 | 4D MOLECULAR THERA | FDMT | 53,836 | $1.2M | 0.23% |
| 94 | BIOATLA INC | BCAB | 138,294 | $1.1M | 0.22% |
| 95 | ITEOS THERAPEUTICS | 46565G104 | 57,762 | $1.1M | 0.22% |
| 96 | GENERATION BIO CO | 37148K100 | 273,787 | $1.1M | 0.21% |
| 97 | EFFECTOR THERAPEUTCS | 28202V108 | 2,382,644 | $1.0M | 0.20% |
| 98 | ILLUMINA INC | ILMN | 4,620 | $934,164 | 0.18% |
| 99 | HORIZON THERAPEUTICS | G46188101 | 6,800 | $773,840 | 0.15% |
| 100 | INCYTE CORPORATION | INCY | 6,680 | $536,538 | 0.10% |
| 101 | DR REDDYS LABS LTD | 256135203 | 10,004 | $517,707 | 0.10% |
| 102 | UNITED THERAPEUTICS | UTHR | 1,815 | $504,733 | 0.10% |
| 103 | ROYALTY PHARMA PLC | RPRX | 12,440 | $491,629 | 0.10% |
| 104 | LEGEND BIOTECH CORP | LEGN | 9,000 | $449,280 | 0.09% |
| 105 | SANOFI | SNYNF | 8,900 | $431,027 | 0.08% |
| 106 | ZAI LAB LTD | ZLAB | 13,422 | $412,055 | 0.08% |
| 107 | BIONTECH SE | BNTX | 2,700 | $405,594 | 0.08% |
| 108 | SAREPTA THERAPEUTICS | SRPT | 2,800 | $362,824 | 0.07% |
| 109 | ARGENX SE | ARGX | 930 | $352,312 | 0.07% |
| 110 | NEUROCRINE BIOSCIENC | NBIX | 2,800 | $334,432 | 0.06% |
| 111 | JAZZ PHARMA PLC | JAZZ | 1,970 | $313,841 | 0.06% |
| 112 | ASCENDIS PHARMA A S | ASND | 1,690 | $206,400 | 0.04% |
| 113 | MEDPACE HOLDINGS | MEDP | 970 | $206,038 | 0.04% |
| 114 | FUSION PHARMACEUTI | 36118A100 | 57,297 | $180,486 | 0.03% |
| 115 | IONIS PHARMACEUTICAL | IONS | 4,450 | $168,077 | 0.03% |
| 116 | ROIVANT SCIENCES LTD | ROIV | 21,000 | $167,790 | 0.03% |
| 117 | RAIN ONCOLOGY INC | 75082Q105 | 18,800 | $150,400 | 0.03% |
| 118 | GUARDANT HEALTH INC | GH | 4,770 | $129,744 | 0.03% |
| 119 | NOVOCURE LTD | NVCR | 1,600 | $117,360 | 0.02% |
| 120 | CRISPR THERAPEUTICS | CRSP | 2,490 | $101,219 | 0.02% |