13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-049125
Total Value
$128.5M
Positions
84
Other Managers
0
Confidential Omitted
No
Holdings (84)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LENZ THERAPEUTICS INC | LENZ | 977,245 | $25.1M | 19.56% |
| 2 | ELI LILLY & CO | LLY | 9,416 | $7.8M | 6.05% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 12,895 | $6.8M | 5.26% |
| 4 | MINERALYS THERAPEUTICS INC | MLYS | 370,513 | $5.9M | 4.58% |
| 5 | CONTINEUM THERAPEUTICS INC | CTNM | 800,787 | $5.6M | 4.35% |
| 6 | JOHNSON & JOHNSON | JNJ | 21,800 | $3.6M | 2.81% |
| 7 | GILEAD SCIENCES INC | GILD | 32,020 | $3.6M | 2.79% |
| 8 | AMGEN INC | AMGN | 10,385 | $3.2M | 2.52% |
| 9 | ABBVIE INC | ABBV | 14,800 | $3.1M | 2.41% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 5,250 | $2.6M | 2.02% |
| 11 | ABBOTT LABS | ABLZF | 18,698 | $2.5M | 1.93% |
| 12 | BOSTON SCIENTIFIC CORP | BSX | 24,226 | $2.4M | 1.90% |
| 13 | MERCK & CO INC | MRK | 26,900 | $2.4M | 1.88% |
| 14 | VERTEX PHARMACEUTICALS INC | VRTX | 4,725 | $2.3M | 1.78% |
| 15 | STRYKER CORP | SYK | 6,100 | $2.3M | 1.77% |
| 16 | DANAHER CORPORATION | 235851102 | 10,575 | $2.2M | 1.69% |
| 17 | MEDTRONIC PLC | MDT | 23,850 | $2.1M | 1.67% |
| 18 | ARGENX SE | ARGX | 3,103 | $1.8M | 1.43% |
| 19 | REGENERON PHARMACEUTICALS | REGN | 2,773 | $1.8M | 1.37% |
| 20 | BIOMARIN PHARMACEUTICAL INC | BMRN | 23,530 | $1.7M | 1.29% |
| 21 | THERMO FISHER SCIENTIFIC INC | TMO | 3,250 | $1.6M | 1.26% |
| 22 | BIONTECH SE | BNTX | 17,175 | $1.6M | 1.22% |
| 23 | PFIZER INC | PFE | 59,650 | $1.5M | 1.18% |
| 24 | ALNYLAM PHARMACEUTICALS INC | ALNY | 5,205 | $1.4M | 1.09% |
| 25 | ASTRAZENECA PLC | AZN | 18,790 | $1.4M | 1.07% |
| 26 | SUMMIT THERAPEUTICS INC | SMMT | 69,240 | $1.3M | 1.04% |
| 27 | ARS PHARMACEUTICALS INC | SPRY | 100,205 | $1.3M | 0.98% |
| 28 | LEGEND BIOTECH CORP | LEGN | 35,965 | $1.2M | 0.95% |
| 29 | TENET HEALTHCARE CORP | THC | 9,000 | $1.2M | 0.94% |
| 30 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 19,500 | $1.2M | 0.93% |
| 31 | INSMED INC | INSM | 15,230 | $1.2M | 0.90% |
| 32 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 25,325 | $1.1M | 0.87% |
| 33 | ZAI LAB LTD | ZLAB | 29,920 | $1.1M | 0.84% |
| 34 | BOUNDLESS BIO INC | BOLD | 678,574 | $1.0M | 0.80% |
| 35 | DEXCOM INC | DXCM | 15,000 | $1.0M | 0.80% |
| 36 | BLUEPRINT MEDICINES CORP | 09627Y109 | 11,235 | $994,410 | 0.77% |
| 37 | RADNET INC | RDNT | 20,000 | $994,400 | 0.77% |
| 38 | TARSUS PHARMACEUTICALS INC | TARS | 17,250 | $886,133 | 0.69% |
| 39 | AMICUS THERAPEUTICS INC | FOLD | 107,585 | $877,894 | 0.68% |
| 40 | PHREESIA INC | PHR | 34,000 | $869,040 | 0.68% |
| 41 | CVRX INC | CVRX | 68,500 | $837,755 | 0.65% |
| 42 | BEIGENE LTD | BEIGF | 2,927 | $796,642 | 0.62% |
| 43 | VAXCYTE INC | PCVX | 21,040 | $794,470 | 0.62% |
| 44 | CYTOKINETICS INC | CYTK | 18,068 | $726,153 | 0.57% |
| 45 | ICON PLC | ICLR | 4,000 | $699,960 | 0.54% |
| 46 | VERA THERAPEUTICS INC | VERA | 28,348 | $680,919 | 0.53% |
| 47 | CLOVER HEALTH INVESTMENTS CO | CLOV | 183,000 | $656,970 | 0.51% |
| 48 | ELEVANCE HEALTH INC | ELV | 1,500 | $652,440 | 0.51% |
| 49 | UNIQURE NV | QURE | 57,550 | $610,030 | 0.47% |
| 50 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 15,108 | $590,270 | 0.46% |
| 51 | STRUCTURE THERAPEUTICS INC | GPCR | 33,695 | $583,260 | 0.45% |
| 52 | BRIDGEBIO PHARMA INC | BBIO | 16,085 | $556,058 | 0.43% |
| 53 | TREVI THERAPEUTICS INC | TRVI | 81,800 | $514,522 | 0.40% |
| 54 | ROIVANT SCIENCES LTD | ROIV | 48,907 | $493,472 | 0.38% |
| 55 | COGENT BIOSCIENCES INC | COGT | 79,020 | $473,330 | 0.37% |
| 56 | PTC THERAPEUTICS INC | PTCT | 8,350 | $425,516 | 0.33% |
| 57 | BIOGEN INC | BIIB | 2,855 | $390,678 | 0.30% |
| 58 | INCYTE CORPORATION | INCY | 6,145 | $372,080 | 0.29% |
| 59 | ISHARES TR | 46436E718 | 3,589 | $361,323 | 0.28% |
| 60 | ASCENDIS PHARMA A/S | ASND | 2,091 | $325,903 | 0.25% |
| 61 | NEUROCRINE BIOSCIENCES INC | NBIX | 2,905 | $321,293 | 0.25% |
| 62 | ROCKET PHARMACEUTICALS INC | RCKTW | 44,383 | $296,035 | 0.23% |
| 63 | ILLUMINA INC | ILMN | 3,682 | $292,130 | 0.23% |
| 64 | ROYALTY PHARMA PLC | RPRX | 9,280 | $288,886 | 0.22% |
| 65 | IONIS PHARMACEUTICALS INC | IONS | 9,440 | $284,805 | 0.22% |
| 66 | JAZZ PHARMACEUTICALS PLC | JAZZ | 2,274 | $282,317 | 0.22% |
| 67 | MADRIGAL PHARMACEUTICALS INC | MDGL | 730 | $241,798 | 0.19% |
| 68 | UNITED THERAPEUTICS CORP | UTHR | 765 | $235,827 | 0.18% |
| 69 | REVOLUTION MEDICINES INC | RVMDW | 6,240 | $220,646 | 0.17% |
| 70 | ARCUS BIOSCIENCES INC | RCUS | 26,870 | $210,930 | 0.16% |
| 71 | NOVO-NORDISK A S | NONOF | 2,850 | $197,904 | 0.15% |
| 72 | CRINETICS PHARMACEUTICALS INC | CRNX | 5,710 | $191,513 | 0.15% |
| 73 | ARRIVENT BIOPHARMA INC | AVBP | 10,090 | $186,564 | 0.15% |
| 74 | VIATRIS INC | VTRS | 19,800 | $172,458 | 0.13% |
| 75 | MEDPACE HLDGS INC | MEDP | 531 | $161,790 | 0.13% |
| 76 | MODERNA INC | MRNA | 5,600 | $158,760 | 0.12% |
| 77 | AXSOME THERAPEUTICS INC | AXSM | 1,020 | $118,963 | 0.09% |
| 78 | ORIC PHARMACEUTICALS INC | ORIC | 20,000 | $111,600 | 0.09% |
| 79 | TEMPUS AI INC | TEM | 2,160 | $104,198 | 0.08% |
| 80 | IO BIOTECH INC | IOBT | 95,000 | $103,550 | 0.08% |
| 81 | ARVINAS INC | ARVN | 12,930 | $90,769 | 0.07% |
| 82 | CRISPR THERAPEUTICS AG | CRSP | 2,540 | $86,436 | 0.07% |
| 83 | RECURSION PHARMACEUTICALS INC | RXRX | 11,500 | $60,835 | 0.05% |
| 84 | ENGENE HOLDINGS INC | ENGNW | 11,700 | $52,416 | 0.04% |