13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001104659-24-061089
Total Value
$254.4M
Positions
92
Other Managers
0
Confidential Omitted
No
Holdings (92)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LENZ THERAPEUTICS | LENZ | 1,068,675 | $23.9M | 9.38% |
| 2 | LILLY ELI & CO | LLY | 25,665 | $20.0M | 7.85% |
| 3 | BOUNDLESS BIO INC | BOLD | 855,875 | $12.2M | 4.79% |
| 4 | UNITEDHEALTH GRP INC | UNH | 23,175 | $11.5M | 4.51% |
| 5 | MERCK & CO INC | MRK | 86,500 | $11.4M | 4.49% |
| 6 | ABBOTT LABS | ABLZF | 70,248 | $8.0M | 3.14% |
| 7 | JOHNSON & JOHNSON | JNJ | 47,850 | $7.6M | 2.98% |
| 8 | MINERALYS THERAPEUTI | MLYS | 552,256 | $7.1M | 2.80% |
| 9 | REGENERON PHARMCTCLS | REGN | 7,075 | $6.8M | 2.68% |
| 10 | ABBVIE INC | ABBV | 35,200 | $6.4M | 2.52% |
| 11 | BOSTON SCIENTIFIC | BSX | 86,476 | $5.9M | 2.33% |
| 12 | THERMO FISHER SCI | TMO | 10,015 | $5.8M | 2.29% |
| 13 | PFIZER INC | PFE | 189,400 | $5.3M | 2.07% |
| 14 | AMGEN INC | AMGN | 16,085 | $4.6M | 1.80% |
| 15 | BIOMARIN PHARMAC INC | BMRN | 51,640 | $4.5M | 1.77% |
| 16 | DEXCOM INC | DXCM | 32,400 | $4.5M | 1.77% |
| 17 | DANAHER CORP | 235851102 | 17,725 | $4.4M | 1.74% |
| 18 | ZIMMER BIOMET HLDS | ZBH | 29,750 | $3.9M | 1.54% |
| 19 | ARGENX SE | ARGX | 9,307 | $3.7M | 1.44% |
| 20 | IQVIA HOLDINGS INC | IQV | 14,100 | $3.6M | 1.40% |
| 21 | MEDTRONIC PLC | MDT | 38,051 | $3.3M | 1.30% |
| 22 | INSULET CORP | PODD | 18,100 | $3.1M | 1.22% |
| 23 | VERTEX PHARMACEUTICL | VRTX | 7,210 | $3.0M | 1.18% |
| 24 | CYTOKINETICS INC | CYTK | 42,583 | $3.0M | 1.17% |
| 25 | PROGYNY INC | PGNY | 76,000 | $2.9M | 1.14% |
| 26 | GILEAD SCIENCES INC | GILD | 38,705 | $2.8M | 1.11% |
| 27 | ALNYLAM PHARMACUETCL | ALNY | 18,460 | $2.8M | 1.08% |
| 28 | ICON PLC | ICLR | 7,943 | $2.7M | 1.05% |
| 29 | CENTENE CORP DEL | CNC | 34,000 | $2.7M | 1.05% |
| 30 | AMICUS THERAPEUTICS | FOLD | 221,044 | $2.6M | 1.02% |
| 31 | INARI MED INC | 45332Y109 | 52,500 | $2.5M | 0.99% |
| 32 | INTUITIVE SURGIC INC | ISRG | 6,100 | $2.4M | 0.96% |
| 33 | STRYKER CORP | SYK | 6,600 | $2.4M | 0.93% |
| 34 | MOONLAKE IMMUNOTHERA | MLTX | 46,295 | $2.3M | 0.91% |
| 35 | GOODRX HLDGS INC | GDRX | 321,000 | $2.3M | 0.90% |
| 36 | SAREPTA THERAPEUTICS | SRPT | 17,291 | $2.2M | 0.88% |
| 37 | OPTION CARE HEALTH | OPCH | 64,000 | $2.1M | 0.84% |
| 38 | ARS PHARMACEUTICALS | SPRY | 204,437 | $2.1M | 0.82% |
| 39 | ARVINAS INC | ARVN | 48,780 | $2.0M | 0.79% |
| 40 | VERA THERAPEUTICS | VERA | 44,901 | $1.9M | 0.76% |
| 41 | EYEPOINT PHARMA | EYPT | 92,340 | $1.9M | 0.75% |
| 42 | ALPHATEC HOLDINGS IN | ATEC | 136,000 | $1.9M | 0.74% |
| 43 | ITEOS THERAPEUTICS | 46565G104 | 133,966 | $1.8M | 0.72% |
| 44 | ELEVANCE HEALTH INC | ELV | 3,500 | $1.8M | 0.71% |
| 45 | COGENT BIOSCIENCES I | COGT | 263,700 | $1.8M | 0.70% |
| 46 | ARCUS BIOSCIENCES | RCUS | 93,635 | $1.8M | 0.69% |
| 47 | ASTRAZENECA | AZN | 24,430 | $1.7M | 0.65% |
| 48 | HUMANA INC | HUM | 4,751 | $1.6M | 0.65% |
| 49 | ACELYRIN INC | 00445A100 | 244,000 | $1.6M | 0.65% |
| 50 | OLEMA PHARMACEUTICAL | OLMA | 139,980 | $1.6M | 0.62% |
| 51 | MODERNA INC | MRNA | 14,740 | $1.6M | 0.62% |
| 52 | BIOGEN INC | BIIB | 6,967 | $1.5M | 0.59% |
| 53 | EDWARDS LIFESCIENCE | EW | 15,650 | $1.5M | 0.59% |
| 54 | EFFECTOR THERAPEUTIC | 28202V207 | 95,305 | $1.4M | 0.54% |
| 55 | TURNSTONE BIOLOGICS | 90042W100 | 517,648 | $1.4M | 0.53% |
| 56 | SUMMIT THERAPEUTICS | SMMT | 315,000 | $1.3M | 0.51% |
| 57 | ALTIMMUNE INC | ALT | 92,240 | $939,003 | 0.37% |
| 58 | VERASTEM INC | VSTM | 74,200 | $875,560 | 0.34% |
| 59 | ILLUMINA INC | ILMN | 6,280 | $862,370 | 0.34% |
| 60 | SANOFI | SNYNF | 12,670 | $615,762 | 0.24% |
| 61 | ASCENDIS PHARMA A S | ASND | 4,011 | $606,343 | 0.24% |
| 62 | UNITED THERAPEUTICS | UTHR | 2,595 | $596,123 | 0.23% |
| 63 | ROYALTY PHARMA PLC | RPRX | 19,420 | $589,785 | 0.23% |
| 64 | VAXCYTE INC | PCVX | 8,500 | $580,635 | 0.23% |
| 65 | NEUROCRINE BIOSCIENC | NBIX | 4,195 | $578,574 | 0.23% |
| 66 | BEIGENE LIMITED | BEIGF | 3,692 | $577,392 | 0.23% |
| 67 | APELLIS PHARMACEUTIC | APLS | 9,670 | $568,403 | 0.22% |
| 68 | INCYTE CORPORATION | INCY | 9,405 | $535,803 | 0.21% |
| 69 | MEDPACE HOLDINGS | MEDP | 1,291 | $521,758 | 0.21% |
| 70 | ROIVANT SCIENCES LTD | ROIV | 49,457 | $521,277 | 0.20% |
| 71 | BRIDGEBIO PHARMA INC | BBIO | 16,105 | $497,967 | 0.20% |
| 72 | INTRA CELLULAR THERA | 46116X101 | 7,080 | $489,936 | 0.19% |
| 73 | JAZZ PHARMA PLC | JAZZ | 3,894 | $468,915 | 0.18% |
| 74 | INSMED INC | INSM | 16,421 | $445,502 | 0.18% |
| 75 | IONIS PHARMACEUTICAL | IONS | 10,100 | $437,835 | 0.17% |
| 76 | BLUEPRINT MEDICINES | 09627Y109 | 4,410 | $418,333 | 0.16% |
| 77 | REVOLUTION MEDICIN | RVMDW | 12,910 | $416,089 | 0.16% |
| 78 | DR REDDYS LABS LTD | 256135203 | 5,500 | $403,425 | 0.16% |
| 79 | ROCKET PHARMACEUTICA | RCKTW | 14,810 | $398,981 | 0.16% |
| 80 | ALKERMES PLC | ALKS | 14,230 | $385,206 | 0.15% |
| 81 | BIONTECH SE | BNTX | 3,525 | $325,181 | 0.13% |
| 82 | EXELIXIS INC | EXEL | 13,140 | $311,812 | 0.12% |
| 83 | MADRIGAL PHARMACEUTI | MDGL | 1,131 | $302,022 | 0.12% |
| 84 | SCHOLAR ROCK HLDG | SRRK | 15,400 | $273,504 | 0.11% |
| 85 | STRUCTURE THERAPEU | GPCR | 5,964 | $255,617 | 0.10% |
| 86 | DENALI THERAPEUTICS | DNLI | 12,081 | $247,902 | 0.10% |
| 87 | INTELLIA THERAPEUT | NTLA | 8,800 | $242,088 | 0.10% |
| 88 | HALOZYME THERAPEUTIC | HALO | 5,680 | $231,062 | 0.09% |
| 89 | ARROWHEAD PHARMACEUT | ARWR | 7,682 | $219,705 | 0.09% |
| 90 | KYVERNA THERAPEUTICS | KYTX | 7,000 | $173,880 | 0.07% |
| 91 | LEGEND BIOTECH CORP | LEGN | 3,000 | $168,270 | 0.07% |
| 92 | ZAI LAB LTD | ZLAB | 2,000 | $32,040 | 0.01% |