13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117467
Total Value
$513.5M
Positions
123
Other Managers
0
Confidential Omitted
No
Holdings (123)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIOMARIN PHARMAC INC | BMRN | 145,090 | $12.8M | 2.50% |
| 2 | LILLY ELI & CO | LLY | 23,265 | $12.5M | 2.43% |
| 3 | OPTION CARE HEALTH | OPCH | 375,500 | $12.1M | 2.37% |
| 4 | CONMED CORP | CNMD | 114,000 | $11.5M | 2.24% |
| 5 | PRIVIA HEALTH GROUP | PRVA | 494,622 | $11.4M | 2.22% |
| 6 | R1 RCM INC | 77634L105 | 744,194 | $11.2M | 2.18% |
| 7 | HEALTHEQUITY INC | HQY | 143,875 | $10.5M | 2.05% |
| 8 | EVOLENT HEALTH INC | EVH | 383,142 | $10.4M | 2.03% |
| 9 | RADNET INC | RDNT | 369,134 | $10.4M | 2.03% |
| 10 | ATRICURE INC | ATRC | 236,532 | $10.4M | 2.02% |
| 11 | AMICUS THERAPEUTICS | FOLD | 803,464 | $9.8M | 1.90% |
| 12 | AXONICS INC | 05465P101 | 172,950 | $9.7M | 1.89% |
| 13 | INARI MED INC | 45332Y109 | 138,043 | $9.0M | 1.76% |
| 14 | JOHNSON & JOHNSON | JNJ | 56,850 | $8.9M | 1.72% |
| 15 | INSMED INC | INSM | 347,392 | $8.8M | 1.71% |
| 16 | UNITEDHEALTH GRP INC | UNH | 16,925 | $8.5M | 1.66% |
| 17 | BLUEPRINT MEDICINES | 09627Y109 | 165,890 | $8.3M | 1.62% |
| 18 | PROTHENA CORP PLC | PRTA | 172,407 | $8.3M | 1.62% |
| 19 | ICON PLC | ICLR | 33,663 | $8.3M | 1.61% |
| 20 | MINERALYS THERAPEUTI | MLYS | 840,759 | $8.0M | 1.56% |
| 21 | MIRATI THERAPEUTICS | 60468T105 | 181,904 | $7.9M | 1.54% |
| 22 | ZENTALIS PHARMACEU | ZNTL | 386,525 | $7.8M | 1.51% |
| 23 | AMGEN INC | AMGN | 28,065 | $7.5M | 1.47% |
| 24 | IMMUNOGEN INC | 45253H101 | 464,112 | $7.4M | 1.43% |
| 25 | ALKERMES PLC | ALKS | 244,260 | $6.8M | 1.33% |
| 26 | ARCUS BIOSCIENCES | RCUS | 375,456 | $6.7M | 1.31% |
| 27 | INTRA CELLULAR THERA | 46116X101 | 123,680 | $6.4M | 1.25% |
| 28 | VAXCYTE INC | PCVX | 121,230 | $6.2M | 1.20% |
| 29 | TENET HEALTHCARE | THC | 91,500 | $6.0M | 1.17% |
| 30 | ABBVIE INC | ABBV | 39,300 | $5.9M | 1.14% |
| 31 | INSULET CORP | PODD | 36,725 | $5.9M | 1.14% |
| 32 | GOODRX HLDGS INC | GDRX | 1,007,000 | $5.7M | 1.10% |
| 33 | MERCK & CO INC | MRK | 55,000 | $5.7M | 1.10% |
| 34 | MOONLAKE IMMUNOTHERA | MLTX | 97,965 | $5.6M | 1.09% |
| 35 | HALOZYME THERAPEUTIC | HALO | 146,000 | $5.6M | 1.09% |
| 36 | MERIT MEDICAL SYS | 589889104 | 79,000 | $5.5M | 1.06% |
| 37 | OLEMA PHARMACEUTICAL | OLMA | 437,652 | $5.4M | 1.05% |
| 38 | DENALI THERAPEUTICS | DNLI | 254,941 | $5.3M | 1.02% |
| 39 | BOSTON SCIENTIFIC | BSX | 98,976 | $5.2M | 1.02% |
| 40 | PFIZER INC | PFE | 157,400 | $5.2M | 1.02% |
| 41 | GLAUKOS CORP | GKOS | 69,000 | $5.2M | 1.01% |
| 42 | ALNYLAM PHARMACUETCL | ALNY | 28,960 | $5.1M | 1.00% |
| 43 | ABBOTT LABS | ABLZF | 52,498 | $5.1M | 0.99% |
| 44 | LANTHEUS HLDGS INC | LNTH | 70,987 | $4.9M | 0.96% |
| 45 | VERA THERAPEUTICS | VERA | 357,139 | $4.9M | 0.95% |
| 46 | BRIDGEBIO PHARMA INC | BBIO | 180,195 | $4.8M | 0.93% |
| 47 | ROCKET PHARMACEUTICA | RCKTW | 227,030 | $4.7M | 0.91% |
| 48 | REPLIMUNE GROUP INC | REPL | 271,056 | $4.6M | 0.90% |
| 49 | IOVANCE BIOTHERAPEUT | IOVA | 985,000 | $4.5M | 0.87% |
| 50 | KARUNA THERAPEUTICS | 48576A100 | 25,980 | $4.4M | 0.86% |
| 51 | ACADIA PHARMACEUTCLS | ACAD | 209,960 | $4.4M | 0.85% |
| 52 | ARROWHEAD PHARMACEUT | ARWR | 157,552 | $4.2M | 0.82% |
| 53 | TELA BIO INC | TELA | 525,000 | $4.2M | 0.82% |
| 54 | PTC THERAPEUTICS I | PTCT | 187,016 | $4.2M | 0.82% |
| 55 | PROGYNY INC | PGNY | 120,000 | $4.1M | 0.79% |
| 56 | ARS PHARMACEUTICALS | SPRY | 1,049,191 | $4.0M | 0.77% |
| 57 | REVOLUTION MEDICIN | RVMDW | 142,650 | $3.9M | 0.77% |
| 58 | BIOGEN INC | BIIB | 15,012 | $3.9M | 0.75% |
| 59 | IQVIA HOLDINGS INC | IQV | 19,000 | $3.7M | 0.73% |
| 60 | THERMO FISHER SCI | TMO | 7,165 | $3.6M | 0.71% |
| 61 | HUMANA INC | HUM | 7,325 | $3.6M | 0.69% |
| 62 | INTELLIA THERAPEUT | NTLA | 112,332 | $3.6M | 0.69% |
| 63 | CYTOKINETICS INC | CYTK | 118,303 | $3.5M | 0.68% |
| 64 | DOCGO INC | DCGO | 651,400 | $3.5M | 0.68% |
| 65 | SHOCKWAVE MEDICAL | 82489T104 | 17,400 | $3.5M | 0.67% |
| 66 | EDWARDS LIFESCIENCE | EW | 49,200 | $3.4M | 0.66% |
| 67 | ALPHATEC HOLDINGS IN | ATEC | 246,345 | $3.2M | 0.62% |
| 68 | MEDTRONIC PLC | MDT | 40,051 | $3.1M | 0.61% |
| 69 | IRHYTHM TECHNOLOGIES | IRTC | 33,000 | $3.1M | 0.61% |
| 70 | REGENERON PHARMCTCLS | REGN | 3,720 | $3.1M | 0.60% |
| 71 | VENTYX BIOSCIENCES I | 92332V107 | 88,000 | $3.1M | 0.60% |
| 72 | MADRIGAL PHARMACEUTI | MDGL | 20,901 | $3.1M | 0.59% |
| 73 | VERTEX PHARMACEUTICL | VRTX | 8,769 | $3.0M | 0.59% |
| 74 | OCULAR THERAPEUTIX | OCUL | 969,350 | $3.0M | 0.59% |
| 75 | DEXCOM INC | DXCM | 31,700 | $3.0M | 0.58% |
| 76 | GILEAD SCIENCES INC | GILD | 38,150 | $2.9M | 0.56% |
| 77 | DANAHER CORP | 235851102 | 10,975 | $2.7M | 0.53% |
| 78 | SCHOLAR ROCK HLDG | SRRK | 310,398 | $2.2M | 0.43% |
| 79 | SAREPTA THERAPEUTICS | SRPT | 18,006 | $2.2M | 0.43% |
| 80 | ANNEXON INC | ANNX | 898,785 | $2.1M | 0.41% |
| 81 | TURNSTONE BIOLOGICS | 90042W100 | 517,648 | $2.0M | 0.40% |
| 82 | SEAGEN INC | SE | 9,210 | $2.0M | 0.38% |
| 83 | STAAR SURGICAL CO | STAA | 47,000 | $1.9M | 0.37% |
| 84 | PMV PHARMACEUTICALS | PMVP | 303,824 | $1.9M | 0.36% |
| 85 | MACROGENICS INC | MGNX | 387,001 | $1.8M | 0.35% |
| 86 | SPDR SER TR | 78464A870 | 24,675 | $1.8M | 0.35% |
| 87 | ATEA PHARMACEUTICALS | AVIR | 600,461 | $1.8M | 0.35% |
| 88 | ALLAKOS INC | 01671P100 | 770,132 | $1.7M | 0.34% |
| 89 | ITEOS THERAPEUTICS | 46565G104 | 155,075 | $1.7M | 0.33% |
| 90 | ASTRAZENECA | AZN | 24,820 | $1.7M | 0.33% |
| 91 | VERASTEM INC | VSTM | 203,327 | $1.7M | 0.32% |
| 92 | MODERNA INC | MRNA | 15,000 | $1.5M | 0.30% |
| 93 | SUTRO BIOPHARMA IN | STRO | 432,339 | $1.5M | 0.29% |
| 94 | EFFECTOR THERAPEUTCS | 28202V108 | 2,382,644 | $1.4M | 0.28% |
| 95 | EYEPOINT PHARMA | EYPT | 176,080 | $1.4M | 0.27% |
| 96 | GENERATION BIO CO | 37148K100 | 356,740 | $1.4M | 0.26% |
| 97 | AMYLYX PHARMACEUTIC | AMLX | 73,655 | $1.3M | 0.26% |
| 98 | RALLYBIO CORP | RLYB | 375,960 | $1.3M | 0.25% |
| 99 | BIOATLA INC | BCAB | 706,062 | $1.2M | 0.23% |
| 100 | ILLUMINA INC | ILMN | 6,300 | $864,864 | 0.17% |
| 101 | SANOFI | SNYNF | 12,830 | $688,201 | 0.13% |
| 102 | ARGENX SE | ARGX | 1,227 | $603,230 | 0.12% |
| 103 | BEIGENE LIMITED | BEIGF | 3,332 | $599,327 | 0.12% |
| 104 | UNITED THERAPEUTICS | UTHR | 2,615 | $590,650 | 0.12% |
| 105 | INCYTE CORPORATION | INCY | 9,645 | $557,192 | 0.11% |
| 106 | JAZZ PHARMA PLC | JAZZ | 3,914 | $506,628 | 0.10% |
| 107 | ROYALTY PHARMA PLC | RPRX | 17,950 | $487,163 | 0.09% |
| 108 | NEUROCRINE BIOSCIENC | NBIX | 4,035 | $453,938 | 0.09% |
| 109 | LEGEND BIOTECH CORP | LEGN | 6,670 | $448,024 | 0.09% |
| 110 | ASCENDIS PHARMA A S | ASND | 4,241 | $397,127 | 0.08% |
| 111 | BIONTECH SE | BNTX | 3,445 | $374,265 | 0.07% |
| 112 | ROIVANT SCIENCES LTD | ROIV | 30,447 | $355,621 | 0.07% |
| 113 | VERALTO CORPORATION | VLTO | 3,658 | $309,320 | 0.06% |
| 114 | DR REDDYS LABS LTD | 256135203 | 4,500 | $300,915 | 0.06% |
| 115 | HORIZON THERAPEUTICS | G46188101 | 2,515 | $290,960 | 0.06% |
| 116 | MEDPACE HOLDINGS | MEDP | 1,181 | $285,956 | 0.06% |
| 117 | EXELIXIS INC | EXEL | 12,480 | $272,688 | 0.05% |
| 118 | APELLIS PHARMACEUTIC | APLS | 5,220 | $198,569 | 0.04% |
| 119 | FUSION PHARMACEUTI | 36118A100 | 57,297 | $148,972 | 0.03% |
| 120 | ARVINAS INC | ARVN | 7,010 | $137,676 | 0.03% |
| 121 | ZAI LAB LTD | ZLAB | 3,000 | $72,930 | 0.01% |
| 122 | SUMMIT THERAPEUTICS | SMMT | 20,000 | $37,400 | 0.01% |
| 123 | ARCUTIS BIOTHERAPEUTICS | ARQT | 4,357 | $23,136 | 0.00% |