13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001104659-24-118494
Total Value
$169.3M
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LENZ THERAPEUTICS | LENZ | 977,245 | $23.2M | 13.70% |
| 2 | CONTINEUM THERA | CTNM | 800,887 | $15.3M | 9.05% |
| 3 | LILLY ELI & CO | LLY | 10,996 | $9.7M | 5.75% |
| 4 | UNITEDHEALTH GRP INC | UNH | 13,125 | $7.7M | 4.53% |
| 5 | GILEAD SCIENCES INC | GILD | 61,065 | $5.1M | 3.02% |
| 6 | JOHNSON & JOHNSON | JNJ | 25,900 | $4.2M | 2.48% |
| 7 | MINERALYS THERAPEUTI | MLYS | 329,513 | $4.0M | 2.36% |
| 8 | REGENERON PHARMCTCLS | REGN | 3,400 | $3.6M | 2.11% |
| 9 | PFIZER INC | PFE | 114,650 | $3.3M | 1.96% |
| 10 | THERMO FISHER SCI | TMO | 5,250 | $3.2M | 1.92% |
| 11 | ABBVIE INC | ABBV | 15,800 | $3.1M | 1.84% |
| 12 | BOSTON SCIENTIFIC | BSX | 33,026 | $2.8M | 1.63% |
| 13 | MERCK & CO INC | MRK | 24,000 | $2.7M | 1.61% |
| 14 | STRYKER CORP | SYK | 7,450 | $2.7M | 1.59% |
| 15 | ALNYLAM PHARMACUETCL | ALNY | 9,690 | $2.7M | 1.57% |
| 16 | MEDTRONIC PLC | MDT | 29,350 | $2.6M | 1.56% |
| 17 | BIOMARIN PHARMAC INC | BMRN | 36,870 | $2.6M | 1.53% |
| 18 | BRISTOL MYERS SQUIBB | CELG-RI | 50,000 | $2.6M | 1.53% |
| 19 | ASTRAZENECA | AZN | 21,340 | $2.5M | 1.46% |
| 20 | BOUNDLESS BIO INC | BOLD | 678,574 | $2.4M | 1.39% |
| 21 | AMGEN INC | AMGN | 7,090 | $2.3M | 1.35% |
| 22 | VERTEX PHARMA | VRTX | 4,840 | $2.3M | 1.33% |
| 23 | ABBOTT LABS | ABLZF | 19,398 | $2.2M | 1.31% |
| 24 | ARGENX SE | ARGX | 3,997 | $2.2M | 1.28% |
| 25 | IQVIA HOLDINGS INC | IQV | 7,600 | $1.8M | 1.06% |
| 26 | ZAI LAB LTD | ZLAB | 72,870 | $1.8M | 1.04% |
| 27 | EDWARDS LIFESCIENCE | EW | 25,850 | $1.7M | 1.01% |
| 28 | VAXCYTE INC | PCVX | 14,540 | $1.7M | 0.98% |
| 29 | CVS HEALTH CORP | CVS | 25,500 | $1.6M | 0.95% |
| 30 | BIONTECH SE | BNTX | 13,155 | $1.6M | 0.92% |
| 31 | SAREPTA THERAPEUTICS | SRPT | 12,316 | $1.5M | 0.91% |
| 32 | ISHARES TRUST | 46436E718 | 15,200 | $1.5M | 0.90% |
| 33 | CYTOKINETICS INC | CYTK | 28,593 | $1.5M | 0.89% |
| 34 | AMICUS THERAPEUTICS | FOLD | 141,335 | $1.5M | 0.89% |
| 35 | INTUITIVE SURGIC INC | ISRG | 3,050 | $1.5M | 0.89% |
| 36 | ZIMMER BIOMET HLDS | ZBH | 13,500 | $1.5M | 0.86% |
| 37 | NEUROCRINE BIOSCIENC | NBIX | 12,515 | $1.4M | 0.85% |
| 38 | ARS PHARMACEUTICALS | SPRY | 98,640 | $1.4M | 0.84% |
| 39 | BLUEPRINT MEDICINES | 09627Y109 | 14,920 | $1.4M | 0.82% |
| 40 | MOONLAKE IMMUNOTHERA | MLTX | 27,258 | $1.4M | 0.81% |
| 41 | DANAHER CORP | 235851102 | 4,775 | $1.3M | 0.78% |
| 42 | LEGEND BIOTECH CORP | LEGN | 27,200 | $1.3M | 0.78% |
| 43 | ICON PLC | ICLR | 4,608 | $1.3M | 0.78% |
| 44 | OPTION CARE HEALTH | OPCH | 40,000 | $1.3M | 0.74% |
| 45 | BIOGEN INC | BIIB | 6,027 | $1.2M | 0.69% |
| 46 | ARCUS BIOSCIENCES | RCUS | 75,522 | $1.2M | 0.68% |
| 47 | ARVINAS INC | ARVN | 45,830 | $1.1M | 0.67% |
| 48 | EVOLENT HEALTH INC | EVH | 39,000 | $1.1M | 0.65% |
| 49 | STRUCTURE THERAPEU | GPCR | 24,395 | $1.1M | 0.63% |
| 50 | INARI MED INC | 45332Y109 | 25,000 | $1.0M | 0.61% |
| 51 | MODERNA INC | MRNA | 13,960 | $932,947 | 0.55% |
| 52 | COGENT BIOSCIENCES I | COGT | 84,400 | $911,520 | 0.54% |
| 53 | GOODRX HLDGS INC | GDRX | 116,000 | $805,040 | 0.48% |
| 54 | ROCKET PHARMACEUTICA | RCKTW | 43,383 | $801,284 | 0.47% |
| 55 | OLEMA PHARMACEUTICAL | OLMA | 65,980 | $787,801 | 0.47% |
| 56 | UNIQURE N.V. | QURE | 153,000 | $754,290 | 0.45% |
| 57 | ILLUMINA INC | ILMN | 5,745 | $749,205 | 0.44% |
| 58 | DEXCOM INC | DXCM | 10,700 | $717,328 | 0.42% |
| 59 | INSMED INC | INSM | 9,681 | $706,713 | 0.42% |
| 60 | HUMANA INC | HUM | 2,181 | $690,810 | 0.41% |
| 61 | ENGENE HOLDINGS INC | ENGNW | 94,219 | $621,845 | 0.37% |
| 62 | BEIGENE LIMITED | BEIGF | 2,637 | $592,033 | 0.35% |
| 63 | SUMMIT THERAPEUTICS | SMMT | 26,700 | $584,730 | 0.35% |
| 64 | ROIVANT SCIENCES LTD | ROIV | 45,127 | $520,766 | 0.31% |
| 65 | INTRA CELLULAR THERA | 46116X101 | 6,430 | $470,483 | 0.28% |
| 66 | ROYALTY PHARMA PLC | RPRX | 16,430 | $464,805 | 0.27% |
| 67 | BRIDGEBIO PHARMA INC | BBIO | 15,085 | $384,064 | 0.23% |
| 68 | UNITED THERAPEUTICS | UTHR | 1,060 | $379,851 | 0.22% |
| 69 | IONIS PHARMACEUTICAL | IONS | 9,440 | $378,166 | 0.22% |
| 70 | TARSUS PHARMACEUTICA | TARS | 11,300 | $371,657 | 0.22% |
| 71 | MEDPACE HOLDINGS | MEDP | 1,086 | $362,507 | 0.21% |
| 72 | VERA THERAPEUTICS | VERA | 7,428 | $328,318 | 0.19% |
| 73 | SPRINGWORKS THERAPEU | 85205L107 | 10,010 | $320,720 | 0.19% |
| 74 | ASCENDIS PHARMA A S | ASND | 2,141 | $319,673 | 0.19% |
| 75 | VIATRIS INC | VTRS | 25,640 | $297,680 | 0.18% |
| 76 | APELLIS PHARMACEUTIC | APLS | 10,300 | $297,052 | 0.18% |
| 77 | CRINETICS PHARMACE | CRNX | 5,800 | $296,380 | 0.18% |
| 78 | REVOLUTION MEDICIN | RVMDW | 6,430 | $291,601 | 0.17% |
| 79 | TURNSTONE BIOLOGICS | 90042W100 | 517,648 | $288,382 | 0.17% |
| 80 | EXELIXIS INC | EXEL | 11,010 | $285,710 | 0.17% |
| 81 | PTC THERAPEUTICS I | PTCT | 7,600 | $281,960 | 0.17% |
| 82 | PERSPECTIVE THERAPEU | CATX | 20,400 | $272,340 | 0.16% |
| 83 | NOVO-NORDISK AS | NONOF | 2,200 | $261,954 | 0.15% |
| 84 | JAZZ PHARMA PLC | JAZZ | 2,274 | $253,346 | 0.15% |
| 85 | MADRIGAL PHARMACEUTI | MDGL | 1,045 | $221,770 | 0.13% |
| 86 | GERON CORP | GERN | 46,000 | $208,840 | 0.12% |
| 87 | ITEOS THERAPEUTICS | 46565G104 | 15,650 | $159,787 | 0.09% |
| 88 | J P MORGAN EXCHANGE | 46641Q837 | 2,500 | $126,850 | 0.07% |
| 89 | ADC THERAPEUTICS SA | ADCT | 36,214 | $114,074 | 0.07% |
| 90 | KYVERNA THERAPEUTICS | KYTX | 22,900 | $111,981 | 0.07% |