13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001104659-24-088729
Total Value
$246.1M
Positions
97
Other Managers
0
Confidential Omitted
No
Holdings (97)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LILLY ELI & CO | LLY | 23,415 | $21.2M | 8.62% |
| 2 | LENZ THERAPEUTICS | LENZ | 1,084,404 | $18.7M | 7.62% |
| 3 | CONTINEUM THERA | CTNM | 800,887 | $14.1M | 5.73% |
| 4 | UNITEDHEALTH GRP INC | UNH | 26,675 | $13.6M | 5.52% |
| 5 | MERCK & CO INC | MRK | 86,500 | $10.7M | 4.35% |
| 6 | JOHNSON & JOHNSON | JNJ | 56,850 | $8.3M | 3.38% |
| 7 | ABBVIE INC | ABBV | 44,950 | $7.7M | 3.13% |
| 8 | ABBOTT LABS | ABLZF | 66,248 | $6.9M | 2.80% |
| 9 | REGENERON PHARMCTCLS | REGN | 6,040 | $6.3M | 2.58% |
| 10 | THERMO FISHER SCI | TMO | 10,515 | $5.8M | 2.36% |
| 11 | BOSTON SCIENTIFIC | BSX | 71,476 | $5.5M | 2.24% |
| 12 | MINERALYS THERAPEUTI | MLYS | 438,748 | $5.1M | 2.09% |
| 13 | PFIZER INC | PFE | 181,400 | $5.1M | 2.06% |
| 14 | GILEAD SCIENCES INC | GILD | 68,825 | $4.7M | 1.92% |
| 15 | MEDTRONIC PLC | MDT | 59,551 | $4.7M | 1.90% |
| 16 | AMGEN INC | AMGN | 14,700 | $4.6M | 1.87% |
| 17 | DANAHER CORP | 235851102 | 17,725 | $4.4M | 1.80% |
| 18 | STRYKER CORP | SYK | 12,850 | $4.4M | 1.78% |
| 19 | VERTEX PHARMA | VRTX | 8,650 | $4.1M | 1.65% |
| 20 | DEXCOM INC | DXCM | 32,150 | $3.6M | 1.48% |
| 21 | BIOMARIN PHARMAC INC | BMRN | 41,260 | $3.4M | 1.38% |
| 22 | IQVIA HOLDINGS INC | IQV | 15,600 | $3.3M | 1.34% |
| 23 | ALNYLAM PHARMACUETCL | ALNY | 12,480 | $3.0M | 1.23% |
| 24 | ZIMMER BIOMET HLDS | ZBH | 26,650 | $2.9M | 1.18% |
| 25 | ARGENX SE | ARGX | 6,522 | $2.8M | 1.14% |
| 26 | BOUNDLESS BIO INC | BOLD | 682,274 | $2.6M | 1.07% |
| 27 | MODERNA INC | MRNA | 22,110 | $2.6M | 1.07% |
| 28 | VAXCYTE INC | PCVX | 33,730 | $2.5M | 1.04% |
| 29 | ICON PLC | ICLR | 8,028 | $2.5M | 1.02% |
| 30 | ELEVANCE HEALTH INC | ELV | 4,500 | $2.4M | 0.99% |
| 31 | INTUITIVE SURGIC INC | ISRG | 5,400 | $2.4M | 0.98% |
| 32 | CVS HEALTH CORP | CVS | 39,000 | $2.3M | 0.94% |
| 33 | BIONTECH SE | BNTX | 27,265 | $2.2M | 0.89% |
| 34 | AMICUS THERAPEUTICS | FOLD | 216,844 | $2.2M | 0.87% |
| 35 | SAREPTA THERAPEUTICS | SRPT | 13,496 | $2.1M | 0.87% |
| 36 | GOODRX HLDGS INC | GDRX | 265,000 | $2.1M | 0.84% |
| 37 | ARS PHARMACEUTICALS | SPRY | 236,937 | $2.0M | 0.82% |
| 38 | PROGYNY INC | PGNY | 70,000 | $2.0M | 0.81% |
| 39 | CYTOKINETICS INC | CYTK | 36,883 | $2.0M | 0.81% |
| 40 | INARI MED INC | 45332Y109 | 40,500 | $2.0M | 0.79% |
| 41 | OPTION CARE HEALTH | OPCH | 65,000 | $1.8M | 0.73% |
| 42 | HUMANA INC | HUM | 4,751 | $1.8M | 0.72% |
| 43 | ASTRAZENECA | AZN | 21,650 | $1.7M | 0.69% |
| 44 | STEVANATO GROUP SPA | STVN | 89,000 | $1.6M | 0.66% |
| 45 | EVOLENT HEALTH INC | EVH | 84,000 | $1.6M | 0.65% |
| 46 | INSULET CORP | PODD | 7,350 | $1.5M | 0.60% |
| 47 | EDWARDS LIFESCIENCE | EW | 15,650 | $1.4M | 0.59% |
| 48 | ITEOS THERAPEUTICS | 46565G104 | 96,966 | $1.4M | 0.58% |
| 49 | BIOGEN INC | BIIB | 6,137 | $1.4M | 0.58% |
| 50 | TURNSTONE BIOLOGICS | 90042W100 | 517,648 | $1.4M | 0.55% |
| 51 | OLEMA PHARMACEUTICAL | OLMA | 118,480 | $1.3M | 0.52% |
| 52 | BRISTOL MYERS SQUIBB | CELG-RI | 30,000 | $1.2M | 0.51% |
| 53 | ARCUS BIOSCIENCES | RCUS | 78,385 | $1.2M | 0.49% |
| 54 | THE CIGNA GROUP | 125523100 | 3,500 | $1.2M | 0.47% |
| 55 | MOONLAKE IMMUNOTHERA | MLTX | 21,428 | $942,189 | 0.38% |
| 56 | BECTON DICKINSON | BDX | 4,000 | $934,840 | 0.38% |
| 57 | ARVINAS INC | ARVN | 34,830 | $927,175 | 0.38% |
| 58 | COGENT BIOSCIENCES I | COGT | 85,600 | $721,608 | 0.29% |
| 59 | ADC THERAPEUTICS SA | ADCT | 228,102 | $720,802 | 0.29% |
| 60 | INSMED INC | INSM | 9,821 | $658,007 | 0.27% |
| 61 | ILLUMINA INC | ILMN | 5,810 | $606,448 | 0.25% |
| 62 | UNITED THERAPEUTICS | UTHR | 1,820 | $579,761 | 0.24% |
| 63 | NEUROCRINE BIOSCIENC | NBIX | 3,935 | $541,731 | 0.22% |
| 64 | INCYTE CORPORATION | INCY | 8,905 | $539,821 | 0.22% |
| 65 | STRUCTURE THERAPEU | GPCR | 13,365 | $524,844 | 0.21% |
| 66 | ROIVANT SCIENCES LTD | ROIV | 45,957 | $485,765 | 0.20% |
| 67 | IONIS PHARMACEUTICAL | IONS | 9,660 | $460,396 | 0.19% |
| 68 | MEDPACE HOLDINGS | MEDP | 1,106 | $455,506 | 0.19% |
| 69 | INTRA CELLULAR THERA | 46116X101 | 6,530 | $447,240 | 0.18% |
| 70 | ROYALTY PHARMA PLC | RPRX | 16,650 | $439,061 | 0.18% |
| 71 | BLUEPRINT MEDICINES | 09627Y109 | 3,850 | $414,953 | 0.17% |
| 72 | ALKERMES PLC | ALKS | 16,730 | $403,193 | 0.16% |
| 73 | APELLIS PHARMACEUTIC | APLS | 10,460 | $401,246 | 0.16% |
| 74 | BRIDGEBIO PHARMA INC | BBIO | 15,535 | $393,502 | 0.16% |
| 75 | ASCENDIS PHARMA A S | ASND | 2,666 | $363,589 | 0.15% |
| 76 | JAZZ PHARMA PLC | JAZZ | 3,334 | $355,838 | 0.14% |
| 77 | SANOFI | SNYNF | 7,330 | $355,652 | 0.14% |
| 78 | BEIGENE LIMITED | BEIGF | 2,447 | $349,113 | 0.14% |
| 79 | DR REDDYS LABS LTD | 256135203 | 4,500 | $342,855 | 0.14% |
| 80 | MADRIGAL PHARMACEUTI | MDGL | 1,065 | $298,370 | 0.12% |
| 81 | VERA THERAPEUTICS | VERA | 7,718 | $279,237 | 0.11% |
| 82 | ROCKET PHARMACEUTICA | RCKTW | 12,530 | $269,771 | 0.11% |
| 83 | CRINETICS PHARMACE | CRNX | 5,800 | $259,782 | 0.11% |
| 84 | EXELIXIS INC | EXEL | 11,460 | $257,506 | 0.10% |
| 85 | REVOLUTION MEDICIN | RVMDW | 6,600 | $256,146 | 0.10% |
| 86 | VIATRIS INC | VTRS | 22,500 | $239,175 | 0.10% |
| 87 | HALOZYME THERAPEUTIC | HALO | 3,815 | $199,753 | 0.08% |
| 88 | ARROWHEAD PHARMACEUT | ARWR | 7,522 | $195,497 | 0.08% |
| 89 | SUMMIT THERAPEUTICS | SMMT | 25,000 | $195,000 | 0.08% |
| 90 | BIOHAVEN LTD | BHVN | 3,900 | $135,369 | 0.06% |
| 91 | PTC THERAPEUTICS I | PTCT | 4,300 | $131,494 | 0.05% |
| 92 | SCHOLAR ROCK HLDG | SRRK | 15,030 | $125,200 | 0.05% |
| 93 | PERSPECTIVE THERAPEU | CATX | 11,000 | $109,670 | 0.04% |
| 94 | LEGEND BIOTECH CORP | LEGN | 2,000 | $88,580 | 0.04% |
| 95 | KYVERNA THERAPEUTICS | KYTX | 7,000 | $52,500 | 0.02% |
| 96 | ZAI LAB LTD | ZLAB | 2,000 | $34,660 | 0.01% |
| 97 | GRAIL INC | GRAL | 240 | $3,689 | 0.00% |