13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001104659-23-090436
Total Value
$599.8M
Positions
121
Other Managers
0
Confidential Omitted
No
Holdings (121)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | R1 RCM INC | 77634L105 | 809,194 | $14.9M | 2.49% |
| 2 | EVOLENT HEALTH INC | EVH | 488,142 | $14.8M | 2.47% |
| 3 | PRIVIA HEALTH GROUP | PRVA | 506,622 | $13.2M | 2.21% |
| 4 | APELLIS PHARMACEUTIC | APLS | 143,859 | $13.1M | 2.19% |
| 5 | RADNET INC | RDNT | 398,634 | $13.0M | 2.17% |
| 6 | BIOMARIN PHARMAC INC | BMRN | 148,448 | $12.9M | 2.15% |
| 7 | OPTION CARE HEALTH | OPCH | 390,000 | $12.7M | 2.11% |
| 8 | ICON PLC | ICLR | 47,972 | $12.0M | 2.00% |
| 9 | ATRICURE INC | ATRC | 239,532 | $11.8M | 1.97% |
| 10 | HEALTHEQUITY INC | HQY | 183,375 | $11.6M | 1.93% |
| 11 | LILLY ELI & CO | LLY | 23,765 | $11.1M | 1.86% |
| 12 | UNITEDHEALTH GRP INC | UNH | 22,925 | $11.0M | 1.84% |
| 13 | INSMED INC | INSM | 517,841 | $10.9M | 1.82% |
| 14 | MINERALYS THERAPEUTI | MLYS | 614,713 | $10.5M | 1.75% |
| 15 | PROTHENA CORP PLC | PRTA | 151,848 | $10.4M | 1.73% |
| 16 | JOHNSON & JOHNSON | JNJ | 62,100 | $10.3M | 1.71% |
| 17 | TREACE MED CONCEPT | 89455T109 | 379,443 | $9.7M | 1.62% |
| 18 | PTC THERAPEUTICS I | PTCT | 231,696 | $9.4M | 1.57% |
| 19 | MOONLAKE IMMUNOTHERA | MLTX | 184,590 | $9.4M | 1.57% |
| 20 | AMICUS THERAPEUTICS | FOLD | 729,924 | $9.2M | 1.53% |
| 21 | INARI MED INC | 45332Y109 | 153,043 | $8.9M | 1.48% |
| 22 | BLUEPRINT MEDICINES | 09627Y109 | 136,837 | $8.6M | 1.44% |
| 23 | ARS PHARMACEUTICALS | SPRY | 1,255,640 | $8.4M | 1.40% |
| 24 | AMYLYX PHARMACEUTIC | AMLX | 387,310 | $8.4M | 1.39% |
| 25 | LANTHEUS HLDGS INC | LNTH | 98,687 | $8.3M | 1.38% |
| 26 | IMMUNOGEN INC | 45253H101 | 436,447 | $8.2M | 1.37% |
| 27 | INSPIRE MED SYS INC | 457730109 | 24,000 | $7.8M | 1.30% |
| 28 | AGILITI INC | AGBK | 469,277 | $7.7M | 1.29% |
| 29 | INTRA CELLULAR THERA | 46116X101 | 119,852 | $7.6M | 1.27% |
| 30 | ALKERMES PLC | ALKS | 242,173 | $7.6M | 1.26% |
| 31 | TENET HEALTHCARE | THC | 91,500 | $7.4M | 1.24% |
| 32 | DENALI THERAPEUTICS | DNLI | 245,291 | $7.2M | 1.21% |
| 33 | ARCUS BIOSCIENCES | RCUS | 354,490 | $7.2M | 1.20% |
| 34 | TRAVERE THERAPEUTICS | TVTX | 435,313 | $6.7M | 1.11% |
| 35 | ZENTALIS PHARMACEU | ZNTL | 234,000 | $6.6M | 1.10% |
| 36 | AXONICS INC | 05465P101 | 127,950 | $6.5M | 1.08% |
| 37 | MERIT MEDICAL SYS | 589889104 | 76,000 | $6.4M | 1.06% |
| 38 | MERCK & CO INC | MRK | 55,000 | $6.3M | 1.06% |
| 39 | AMGEN INC | AMGN | 28,269 | $6.3M | 1.05% |
| 40 | GALERA THERAPEUTIC | GRTX | 2,005,054 | $6.3M | 1.04% |
| 41 | CONMED CORP | CNMD | 45,500 | $6.2M | 1.03% |
| 42 | SAREPTA THERAPEUTICS | SRPT | 52,449 | $6.0M | 1.00% |
| 43 | OLEMA PHARMACEUTICAL | OLMA | 648,353 | $5.9M | 0.98% |
| 44 | PFIZER INC | PFE | 157,400 | $5.8M | 0.96% |
| 45 | ALNYLAM PHARMACUETCL | ALNY | 29,826 | $5.7M | 0.94% |
| 46 | VERA THERAPEUTICS | VERA | 351,646 | $5.6M | 0.94% |
| 47 | KARUNA THERAPEUTICS | 48576A100 | 25,732 | $5.6M | 0.93% |
| 48 | REPLIMUNE GROUP INC | REPL | 238,541 | $5.5M | 0.92% |
| 49 | ABBOTT LABS | ABLZF | 50,248 | $5.5M | 0.91% |
| 50 | VAXCYTE INC | PCVX | 108,977 | $5.4M | 0.91% |
| 51 | SHOCKWAVE MEDICAL | 82489T104 | 18,950 | $5.4M | 0.90% |
| 52 | MIRATI THERAPEUTICS | 60468T105 | 148,553 | $5.4M | 0.89% |
| 53 | BOSTON SCIENTIFIC | BSX | 98,976 | $5.4M | 0.89% |
| 54 | ABBVIE INC | ABBV | 39,300 | $5.3M | 0.88% |
| 55 | ARROWHEAD PHARMACEUT | ARWR | 143,922 | $5.1M | 0.86% |
| 56 | HALOZYME THERAPEUTIC | HALO | 139,437 | $5.0M | 0.84% |
| 57 | IQVIA HOLDINGS INC | IQV | 22,100 | $5.0M | 0.83% |
| 58 | GLAUKOS CORP | GKOS | 69,000 | $4.9M | 0.82% |
| 59 | REATA PHARMACEUTIC | 75615P103 | 47,500 | $4.8M | 0.81% |
| 60 | 2SEVENTY BIO INC | 901384107 | 462,485 | $4.7M | 0.78% |
| 61 | MADRIGAL PHARMACEUTI | MDGL | 18,985 | $4.4M | 0.73% |
| 62 | ACELYRIN INC | 00445A100 | 201,017 | $4.2M | 0.70% |
| 63 | OCULAR THERAPEUTIX | OCUL | 802,680 | $4.1M | 0.69% |
| 64 | INTELLIA THERAPEUT | NTLA | 100,832 | $4.1M | 0.69% |
| 65 | BIOGEN INC | BIIB | 14,066 | $4.0M | 0.67% |
| 66 | CYTOKINETICS INC | CYTK | 117,083 | $3.8M | 0.64% |
| 67 | ROCKET PHARMACEUTICA | RCKTW | 190,790 | $3.8M | 0.63% |
| 68 | THERMO FISHER SCI | TMO | 7,165 | $3.7M | 0.62% |
| 69 | INSULET CORP | PODD | 12,500 | $3.6M | 0.60% |
| 70 | MEDTRONIC PLC | MDT | 40,051 | $3.5M | 0.59% |
| 71 | EDWARDS LIFESCIENCE | EW | 35,700 | $3.4M | 0.56% |
| 72 | BRISTOL MYERS SQUIBB | CELG-RI | 50,000 | $3.2M | 0.53% |
| 73 | IRHYTHM TECHNOLOGIES | IRTC | 30,000 | $3.1M | 0.52% |
| 74 | VERTEX PHARMACEUTICL | VRTX | 8,164 | $2.9M | 0.48% |
| 75 | EYEPOINT PHARMA | EYPT | 311,277 | $2.7M | 0.45% |
| 76 | DANAHER CORP | 235851102 | 10,975 | $2.6M | 0.44% |
| 77 | SILK ROAD MEDICAL | 82710M100 | 80,500 | $2.6M | 0.44% |
| 78 | GILEAD SCIENCES INC | GILD | 32,682 | $2.5M | 0.42% |
| 79 | ANNEXON INC | ANNX | 674,629 | $2.4M | 0.40% |
| 80 | REGENERON PHARMCTCLS | REGN | 3,196 | $2.3M | 0.38% |
| 81 | RALLYBIO CORP | RLYB | 375,960 | $2.1M | 0.35% |
| 82 | EQRX INC | 26886C107 | 1,135,967 | $2.1M | 0.35% |
| 83 | PMV PHARMACEUTICALS | PMVP | 332,250 | $2.1M | 0.35% |
| 84 | BEAM THERAPEUTICS | BEAM | 63,500 | $2.0M | 0.34% |
| 85 | EFFECTOR THERAPEUTCS | 28202V108 | 2,382,644 | $2.0M | 0.33% |
| 86 | GENERATION BIO CO | 37148K100 | 356,740 | $2.0M | 0.33% |
| 87 | ITEOS THERAPEUTICS | 46565G104 | 146,576 | $1.9M | 0.32% |
| 88 | ALLAKOS INC | 01671P100 | 434,310 | $1.9M | 0.32% |
| 89 | MACROGENICS INC | MGNX | 352,497 | $1.9M | 0.31% |
| 90 | ATEA PHARMACEUTICALS | AVIR | 501,537 | $1.9M | 0.31% |
| 91 | SUTRO BIOPHARMA IN | STRO | 400,646 | $1.9M | 0.31% |
| 92 | SCHOLAR ROCK HLDG | SRRK | 245,735 | $1.9M | 0.31% |
| 93 | TELA BIO INC | TELA | 178,372 | $1.8M | 0.30% |
| 94 | BIOATLA INC | BCAB | 556,518 | $1.7M | 0.28% |
| 95 | HUMANA INC | HUM | 3,575 | $1.6M | 0.27% |
| 96 | MODERNA INC | MRNA | 12,828 | $1.6M | 0.26% |
| 97 | SEAGEN INC | SE | 8,015 | $1.5M | 0.26% |
| 98 | ASTRAZENECA | AZN | 21,226 | $1.5M | 0.25% |
| 99 | SPDR SER TR | 78464A870 | 18,032 | $1.5M | 0.25% |
| 100 | BEIGENE LIMITED | BEIGF | 5,800 | $1.0M | 0.17% |
| 101 | ILLUMINA INC | ILMN | 5,432 | $1.0M | 0.17% |
| 102 | HORIZON THERAPEUTICS | G46188101 | 7,899 | $812,412 | 0.14% |
| 103 | SANOFI | SNYNF | 10,896 | $587,294 | 0.10% |
| 104 | LEGEND BIOTECH CORP | LEGN | 8,000 | $552,240 | 0.09% |
| 105 | INCYTE CORPORATION | INCY | 8,178 | $509,081 | 0.08% |
| 106 | DR REDDYS LABS LTD | 256135203 | 8,004 | $505,132 | 0.08% |
| 107 | UNITED THERAPEUTICS | UTHR | 2,247 | $496,025 | 0.08% |
| 108 | ROYALTY PHARMA PLC | RPRX | 15,362 | $472,228 | 0.08% |
| 109 | JAZZ PHARMA PLC | JAZZ | 3,334 | $413,316 | 0.07% |
| 110 | ARGENX SE | ARGX | 1,054 | $410,775 | 0.07% |
| 111 | BIONTECH SE | BNTX | 3,329 | $359,299 | 0.06% |
| 112 | NEUROCRINE BIOSCIENC | NBIX | 3,460 | $326,278 | 0.05% |
| 113 | TEMPEST THERAPEUTICS | TPST | 219,394 | $278,630 | 0.05% |
| 114 | MEDPACE HOLDINGS | MEDP | 1,126 | $270,431 | 0.05% |
| 115 | FUSION PHARMACEUTI | 36118A100 | 57,297 | $267,577 | 0.04% |
| 116 | ROIVANT SCIENCES LTD | ROIV | 25,427 | $256,304 | 0.04% |
| 117 | ASCENDIS PHARMA A S | ASND | 2,796 | $249,543 | 0.04% |
| 118 | ZAI LAB LTD | ZLAB | 8,000 | $221,840 | 0.04% |
| 119 | ARVINAS INC | ARVN | 6,175 | $153,264 | 0.03% |
| 120 | ARCUTIS BIOTHERAPE | ARQT | 14,287 | $136,155 | 0.02% |
| 121 | SUMMIT THERAPEUTICS | SMMT | 50,000 | $125,500 | 0.02% |