13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001104659-23-059619
Total Value
$520.3M
Positions
118
Other Managers
0
Confidential Omitted
No
Holdings (118)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EVOLENT HEALTH INC | EVH | 491,142 | $15.9M | 3.06% |
| 2 | R1 RCM INC | 77634L105 | 949,194 | $14.2M | 2.74% |
| 3 | SHOCKWAVE MEDICAL | 82489T104 | 62,550 | $13.6M | 2.61% |
| 4 | UNITEDHEALTH GRP INC | UNH | 26,075 | $12.3M | 2.37% |
| 5 | BIOMARIN PHARMAC INC | BMRN | 124,430 | $12.1M | 2.33% |
| 6 | PROMETHEUS BIOSCIENC | 74349U108 | 108,090 | $11.6M | 2.23% |
| 7 | APELLIS PHARMACEUTIC | APLS | 172,490 | $11.4M | 2.19% |
| 8 | PTC THERAPEUTICS I | PTCT | 226,566 | $11.0M | 2.11% |
| 9 | ICON PLC | ICLR | 50,538 | $10.8M | 2.07% |
| 10 | HEALTHEQUITY INC | HQY | 183,375 | $10.8M | 2.07% |
| 11 | LANTHEUS HLDGS INC | LNTH | 117,687 | $9.7M | 1.87% |
| 12 | JOHNSON & JOHNSON | JNJ | 62,100 | $9.6M | 1.85% |
| 13 | MINERALYS THERAPEUTI | MLYS | 613,233 | $9.6M | 1.85% |
| 14 | OPTION CARE HEALTH | OPCH | 298,500 | $9.5M | 1.82% |
| 15 | INARI MED INC | 45332Y109 | 153,043 | $9.4M | 1.82% |
| 16 | TREACE MED CONCEPT | 89455T109 | 366,443 | $9.2M | 1.77% |
| 17 | INSMED INC | INSM | 516,092 | $8.8M | 1.69% |
| 18 | LILLY ELI & CO | LLY | 23,765 | $8.2M | 1.57% |
| 19 | AGILITI INC | AGBK | 510,222 | $8.2M | 1.57% |
| 20 | TRAVERE THERAPEUTICS | TVTX | 358,613 | $8.1M | 1.55% |
| 21 | RADNET INC | RDNT | 312,933 | $7.8M | 1.51% |
| 22 | PRIVIA HEALTH GROUP | PRVA | 280,312 | $7.7M | 1.49% |
| 23 | IRHYTHM TECHNOLOGIES | IRTC | 59,136 | $7.3M | 1.41% |
| 24 | AMYLYX PHARMACEUTIC | AMLX | 242,400 | $7.1M | 1.37% |
| 25 | ATRICURE INC | ATRC | 159,532 | $6.6M | 1.27% |
| 26 | ALKERMES PLC | ALKS | 231,100 | $6.5M | 1.25% |
| 27 | INSPIRE MED SYS INC | 457730109 | 27,500 | $6.4M | 1.24% |
| 28 | PFIZER INC | PFE | 157,400 | $6.4M | 1.23% |
| 29 | ABBVIE INC | ABBV | 39,300 | $6.3M | 1.20% |
| 30 | INTRA CELLULAR THERA | 46116X101 | 114,200 | $6.2M | 1.19% |
| 31 | TENET HEALTHCARE | THC | 101,500 | $6.0M | 1.16% |
| 32 | AXONICS INC | 05465P101 | 109,950 | $6.0M | 1.15% |
| 33 | PROTHENA CORP PLC | PRTA | 122,750 | $5.9M | 1.14% |
| 34 | MERCK & CO INC | MRK | 55,000 | $5.9M | 1.12% |
| 35 | AMICUS THERAPEUTICS | FOLD | 519,982 | $5.8M | 1.11% |
| 36 | DENALI THERAPEUTICS | DNLI | 244,850 | $5.6M | 1.08% |
| 37 | ARVINAS INC | ARVN | 205,114 | $5.6M | 1.08% |
| 38 | BELLUS HEALTH INC | 07987C204 | 767,829 | $5.5M | 1.06% |
| 39 | BLUEPRINT MEDICINES | 09627Y109 | 121,900 | $5.5M | 1.05% |
| 40 | GALERA THERAPEUTIC | GRTX | 2,098,565 | $5.4M | 1.03% |
| 41 | ARCUS BIOSCIENCES | RCUS | 293,646 | $5.4M | 1.03% |
| 42 | ALNYLAM PHARMACUETCL | ALNY | 26,570 | $5.3M | 1.02% |
| 43 | AMGEN INC | AMGN | 21,920 | $5.3M | 1.02% |
| 44 | CTI BIOPHARMA CORP | 12648L601 | 1,253,300 | $5.3M | 1.01% |
| 45 | ARS PHARMACEUTICALS | SPRY | 793,587 | $5.2M | 0.99% |
| 46 | BOSTON SCIENTIFIC | BSX | 101,976 | $5.1M | 0.98% |
| 47 | KARUNA THERAPEUTICS | 48576A100 | 26,880 | $4.9M | 0.94% |
| 48 | 2SEVENTY BIO INC | 901384107 | 476,000 | $4.9M | 0.93% |
| 49 | MIRATI THERAPEUTICS | 60468T105 | 128,406 | $4.8M | 0.92% |
| 50 | VERA THERAPEUTICS | VERA | 600,300 | $4.7M | 0.90% |
| 51 | REPLIMUNE GROUP INC | REPL | 262,200 | $4.6M | 0.89% |
| 52 | THERMO FISHER SCI | TMO | 7,965 | $4.6M | 0.88% |
| 53 | HALOZYME THERAPEUTIC | HALO | 117,400 | $4.5M | 0.86% |
| 54 | RAIN ONCOLOGY INC | 75082Q105 | 484,928 | $4.2M | 0.81% |
| 55 | ZENTALIS PHARMACEU | ZNTL | 234,000 | $4.0M | 0.77% |
| 56 | SEAGEN INC | SE | 19,350 | $3.9M | 0.75% |
| 57 | IMMUNOGEN INC | 45253H101 | 1,001,444 | $3.8M | 0.74% |
| 58 | SILK ROAD MEDICAL | 82710M100 | 95,589 | $3.7M | 0.72% |
| 59 | BIOGEN INC | BIIB | 13,002 | $3.6M | 0.69% |
| 60 | ABBOTT LABS | ABLZF | 35,248 | $3.6M | 0.69% |
| 61 | ARCUTIS BIOTHERAPE | ARQT | 317,152 | $3.5M | 0.67% |
| 62 | BRISTOL MYERS SQUIBB | CELG-RI | 50,000 | $3.5M | 0.67% |
| 63 | OLEMA PHARMACEUTICAL | OLMA | 995,909 | $3.5M | 0.66% |
| 64 | SAREPTA THERAPEUTICS | SRPT | 24,710 | $3.4M | 0.65% |
| 65 | OUTSET MED INC | OM | 184,000 | $3.4M | 0.65% |
| 66 | SPDR SER TR | 78464A870 | 43,353 | $3.3M | 0.64% |
| 67 | ROCKET PHARMACEUTICA | RCKTW | 190,790 | $3.3M | 0.63% |
| 68 | IQVIA HOLDINGS INC | IQV | 16,300 | $3.2M | 0.62% |
| 69 | MEDTRONIC PLC | MDT | 40,051 | $3.2M | 0.62% |
| 70 | RALLYBIO CORP | RLYB | 551,937 | $3.2M | 0.61% |
| 71 | ALIGNMENT HEALTHCA | ALHC | 471,000 | $3.0M | 0.58% |
| 72 | CYTOKINETICS INC | CYTK | 83,850 | $3.0M | 0.57% |
| 73 | DANAHER CORP | 235851102 | 11,625 | $2.9M | 0.56% |
| 74 | MODERNA INC | MRNA | 17,718 | $2.7M | 0.52% |
| 75 | EDWARDS LIFESCIENCE | EW | 31,900 | $2.6M | 0.51% |
| 76 | REGENERON PHARMCTCLS | REGN | 2,790 | $2.3M | 0.44% |
| 77 | REATA PHARMACEUTIC | 75615P103 | 25,000 | $2.3M | 0.44% |
| 78 | VAXCYTE INC | PCVX | 60,000 | $2.2M | 0.43% |
| 79 | GILEAD SCIENCES INC | GILD | 25,700 | $2.1M | 0.41% |
| 80 | VERTEX PHARMACEUTICL | VRTX | 6,619 | $2.1M | 0.40% |
| 81 | ALTIMMUNE INC | ALT | 479,100 | $2.0M | 0.39% |
| 82 | BEAM THERAPEUTICS | BEAM | 63,500 | $1.9M | 0.37% |
| 83 | HUMANA INC | HUM | 3,575 | $1.7M | 0.33% |
| 84 | GENERATION BIO CO | 37148K100 | 385,070 | $1.7M | 0.32% |
| 85 | BIOATLA INC | BCAB | 543,009 | $1.5M | 0.28% |
| 86 | MERSANA THERAPEUTI | 59045L106 | 343,079 | $1.4M | 0.27% |
| 87 | ASTRAZENECA | AZN | 20,010 | $1.4M | 0.27% |
| 88 | 4D MOLECULAR THERA | FDMT | 80,029 | $1.4M | 0.26% |
| 89 | POINT BIOPHARMA GBL | 730541109 | 182,668 | $1.3M | 0.26% |
| 90 | ATEA PHARMACEUTICALS | AVIR | 380,850 | $1.3M | 0.25% |
| 91 | ANNEXON INC | ANNX | 326,806 | $1.3M | 0.24% |
| 92 | ITEOS THERAPEUTICS | 46565G104 | 88,373 | $1.2M | 0.23% |
| 93 | PMV PHARMACEUTICALS | PMVP | 250,469 | $1.2M | 0.23% |
| 94 | BEIGENE LIMITED | BEIGF | 5,510 | $1.2M | 0.23% |
| 95 | EXSCIENTIA PLC | 30223G102 | 210,303 | $1.1M | 0.21% |
| 96 | SCHOLAR ROCK HLDG | SRRK | 134,569 | $1.1M | 0.21% |
| 97 | ILLUMINA INC | ILMN | 4,520 | $1.1M | 0.20% |
| 98 | EFFECTOR THERAPEUTCS | 28202V108 | 2,382,644 | $840,359 | 0.16% |
| 99 | HORIZON THERAPEUTICS | G46188101 | 5,900 | $643,926 | 0.12% |
| 100 | SANOFI | SNYNF | 8,900 | $484,338 | 0.09% |
| 101 | INCYTE CORPORATION | INCY | 6,680 | $482,764 | 0.09% |
| 102 | LEGEND BIOTECH CORP | LEGN | 10,000 | $482,200 | 0.09% |
| 103 | DR REDDYS LABS LTD | 256135203 | 8,004 | $455,668 | 0.09% |
| 104 | ROYALTY PHARMA PLC | RPRX | 12,440 | $448,213 | 0.09% |
| 105 | UNITED THERAPEUTICS | UTHR | 1,815 | $406,487 | 0.08% |
| 106 | ZAI LAB LTD | ZLAB | 11,922 | $396,526 | 0.08% |
| 107 | BIONTECH SE | BNTX | 2,700 | $336,339 | 0.06% |
| 108 | JAZZ PHARMA PLC | JAZZ | 2,170 | $317,536 | 0.06% |
| 109 | ARGENX SE | ARGX | 850 | $316,693 | 0.06% |
| 110 | NEUROCRINE BIOSCIENC | NBIX | 2,800 | $283,416 | 0.05% |
| 111 | FUSION PHARMACEUTI | 36118A100 | 57,297 | $216,010 | 0.04% |
| 112 | MEDPACE HOLDINGS | MEDP | 970 | $182,409 | 0.04% |
| 113 | ASCENDIS PHARMA A S | ASND | 1,690 | $181,202 | 0.03% |
| 114 | ROIVANT SCIENCES LTD | ROIV | 21,000 | $154,980 | 0.03% |
| 115 | MADRIGAL PHARMACEUTI | MDGL | 500 | $121,130 | 0.02% |
| 116 | NOVOCURE LTD | NVCR | 1,750 | $105,245 | 0.02% |
| 117 | INTELLIA THERAPEUT | NTLA | 2,480 | $92,430 | 0.02% |
| 118 | SUMMIT THERAPEUTICS | SMMT | 20,000 | $35,000 | 0.01% |