13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078356
Total Value
$151.5M
Positions
94
Other Managers
0
Confidential Omitted
No
Holdings (94)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LENZ THERAPEUTICS | LENZ | 977,245 | $28.6M | 18.91% |
| 2 | ELI LILLY & CO | LLY | 8,976 | $7.0M | 4.62% |
| 3 | UNITEDHEALTH GRP INC | UNH | 16,745 | $5.2M | 3.45% |
| 4 | MINERALYS THERAPEUTI | MLYS | 382,415 | $5.2M | 3.42% |
| 5 | CONTINEUM THERAPEUTI | CTNM | 800,787 | $3.2M | 2.10% |
| 6 | AMGEN INC | AMGN | 11,270 | $3.1M | 2.08% |
| 7 | VERTEX PHARMA | VRTX | 6,945 | $3.1M | 2.04% |
| 8 | JOHNSON & JOHNSON | JNJ | 19,300 | $2.9M | 1.95% |
| 9 | INTUITIVE SURGIC INC | ISRG | 5,250 | $2.9M | 1.88% |
| 10 | ABBVIE INC | ABBV | 14,800 | $2.7M | 1.81% |
| 11 | ORIC PHARMACEUTICA | ORIC | 231,485 | $2.3M | 1.55% |
| 12 | BOSTON SCIENTIFIC | BSX | 21,126 | $2.3M | 1.50% |
| 13 | ARGENX SE SPN | ARGX | 4,085 | $2.3M | 1.49% |
| 14 | MBX BIOSCIENCES INC | MBX | 191,825 | $2.2M | 1.45% |
| 15 | GILEAD SCIENCES INC | GILD | 19,690 | $2.2M | 1.44% |
| 16 | PALVELLA THERAPEUTIC | PVLA | 95,615 | $2.2M | 1.42% |
| 17 | REPLIMUNE GROUP INC | REPL | 231,650 | $2.2M | 1.42% |
| 18 | ARCUS BIOSCIENCES | RCUS | 257,270 | $2.1M | 1.38% |
| 19 | DANAHER CORP | 235851102 | 10,575 | $2.1M | 1.38% |
| 20 | ABBOTT LABS | ABLZF | 15,198 | $2.1M | 1.36% |
| 21 | SOLID BIOSCIENCES | SLDB | 421,580 | $2.1M | 1.36% |
| 22 | RAPPORT THERAPEUTICS | RAPP | 179,860 | $2.0M | 1.35% |
| 23 | ZENAS BIOPHARMA INC | ZBIO | 210,625 | $2.0M | 1.35% |
| 24 | VENTYX BIOSCIENCES | 92332V107 | 931,620 | $2.0M | 1.32% |
| 25 | TECTONIC THERAPEUTIC | TECX | 98,970 | $2.0M | 1.30% |
| 26 | BICARA THERAPEUTICS | BCAX | 201,395 | $1.9M | 1.24% |
| 27 | PFIZER INC | PFE | 77,150 | $1.9M | 1.23% |
| 28 | BEONE MEDICINES LTD | BEIGF | 7,716 | $1.9M | 1.23% |
| 29 | KURA ONCOLOGY INC | KURA | 323,572 | $1.9M | 1.23% |
| 30 | TOURMALINE BIO INC | 89157D105 | 116,510 | $1.9M | 1.23% |
| 31 | ANAPTYSBIO INC | ANABV | 83,900 | $1.9M | 1.23% |
| 32 | INSTIL BIO INC | TIL | 86,220 | $1.8M | 1.19% |
| 33 | IMMATICS NV | IMTX | 332,270 | $1.8M | 1.18% |
| 34 | BIONTECH SE | BNTX | 16,160 | $1.7M | 1.14% |
| 35 | MERCK & CO INC | MRK | 20,900 | $1.7M | 1.10% |
| 36 | THERMO FISHER SCI | TMO | 3,900 | $1.6M | 1.04% |
| 37 | STRYKER CORP | SYK | 3,900 | $1.5M | 1.02% |
| 38 | INSMED INC | INSM | 14,880 | $1.5M | 0.99% |
| 39 | REGENERON PHARMCTCLS | REGN | 2,773 | $1.5M | 0.96% |
| 40 | SUMMIT THERAPEUTICS | SMMT | 65,220 | $1.4M | 0.92% |
| 41 | ASTRAZENECA | AZN | 18,640 | $1.3M | 0.86% |
| 42 | BIOMARIN PHARMAC INC | BMRN | 23,530 | $1.3M | 0.85% |
| 43 | EDWARDS LIFESCIENCE | EW | 15,000 | $1.2M | 0.77% |
| 44 | DEXCOM INC | DXCM | 13,200 | $1.2M | 0.76% |
| 45 | ARS PHARMACEUTICALS | SPRY | 65,785 | $1.1M | 0.76% |
| 46 | ALNYLAM PHARMACUETCL | ALNY | 3,323 | $1.1M | 0.72% |
| 47 | STRUCTURE THERAPEU | GPCR | 51,369 | $1.1M | 0.70% |
| 48 | VERA THERAPEUTICS | VERA | 41,418 | $975,808 | 0.64% |
| 49 | MERUS B V | N5749R100 | 15,675 | $824,505 | 0.54% |
| 50 | GLOBUS MED INC | GMED | 13,500 | $796,770 | 0.53% |
| 51 | ARRIVENT BIOPHARMA | AVBP | 35,580 | $774,577 | 0.51% |
| 52 | UNIQURE N.V. | QURE | 55,450 | $772,973 | 0.51% |
| 53 | TARSUS PHARMACEUTICA | TARS | 18,535 | $750,853 | 0.50% |
| 54 | TREVI THERAPEUTICS | TRVI | 134,150 | $733,801 | 0.48% |
| 55 | MOONLAKE IMMUNOTHERA | MLTX | 15,108 | $713,098 | 0.47% |
| 56 | RADNET INC | RDNT | 12,500 | $711,375 | 0.47% |
| 57 | LEGEND BIOTECH CORP | LEGN | 19,627 | $696,562 | 0.46% |
| 58 | BRIDGEBIO PHARMA INC | BBIO | 16,085 | $694,550 | 0.46% |
| 59 | BOUNDLESS BIO INC | BOLD | 678,574 | $685,360 | 0.45% |
| 60 | AMICUS THERAPEUTICS | FOLD | 119,585 | $685,222 | 0.45% |
| 61 | CENTENE CORP | CNC | 12,500 | $678,500 | 0.45% |
| 62 | OMADA HEALTH INC | OMDA | 34,500 | $631,350 | 0.42% |
| 63 | ASCENDIS PHARMA A S | ASND | 3,471 | $599,095 | 0.40% |
| 64 | THE CIGNA GROUP | 125523100 | 1,800 | $595,044 | 0.39% |
| 65 | SYNDAX PHARMACEUTI | SNDX | 63,300 | $592,805 | 0.39% |
| 66 | KESTRA MED TECHNOLOG | BEKE | 35,000 | $580,300 | 0.38% |
| 67 | ROIVANT SCIENCES LTD | ROIV | 50,007 | $563,579 | 0.37% |
| 68 | ZAI LAB LTD | ZLAB | 15,840 | $553,925 | 0.37% |
| 69 | BRISTOL MYERS SQUIBB | CELG-RI | 10,800 | $499,932 | 0.33% |
| 70 | HINGE HEALTH INC | HNGE | 9,206 | $476,411 | 0.31% |
| 71 | CVRX INC | CVRX | 73,500 | $432,180 | 0.29% |
| 72 | PTC THERAPEUTICS | PTCT | 8,535 | $416,849 | 0.28% |
| 73 | INCYTE CORPORATION | INCY | 6,060 | $412,686 | 0.27% |
| 74 | CYTOKINETICS INC | CYTK | 11,723 | $387,328 | 0.26% |
| 75 | NEUROCRINE BIOSCIENC | NBIX | 2,960 | $372,042 | 0.25% |
| 76 | SCHOLAR ROCK HLDG | SRRK | 10,380 | $367,660 | 0.24% |
| 77 | IONIS PHARMACEUTICAL | IONS | 9,205 | $363,690 | 0.24% |
| 78 | ROYALTY PHARMA PLC | RPRX | 9,280 | $334,358 | 0.22% |
| 79 | BIOGEN INC | BIIB | 2,375 | $298,276 | 0.20% |
| 80 | ILLUMINA INC | ILMN | 2,782 | $265,431 | 0.18% |
| 81 | JAZZ PHARMA PLC | JAZZ | 2,274 | $241,317 | 0.16% |
| 82 | TEMPUS AI INC | TEM | 3,760 | $238,910 | 0.16% |
| 83 | REVOLUTION MEDICIN | RVMDW | 6,240 | $229,570 | 0.15% |
| 84 | CARIS LIFE SCIENCES | CAI | 8,350 | $223,112 | 0.15% |
| 85 | MADRIGAL PHARMACEUTI | MDGL | 730 | $220,927 | 0.15% |
| 86 | UNITED THERAPEUTICS | UTHR | 765 | $219,823 | 0.15% |
| 87 | VIATRIS INC | VTRS | 19,800 | $176,814 | 0.12% |
| 88 | MEDPACE HOLDINGS | MEDP | 531 | $166,660 | 0.11% |
| 89 | IO BIOTECH INC | IOBT | 117,691 | $163,590 | 0.11% |
| 90 | MODERNA INC | MRNA | 5,600 | $154,504 | 0.10% |
| 91 | VAXCYTE INC | PCVX | 4,205 | $136,705 | 0.09% |
| 92 | CRISPR THERAPEUTICS | CRSP | 2,540 | $123,546 | 0.08% |
| 93 | AXSOME THERAPEUTIC | AXSM | 1,020 | $106,478 | 0.07% |
| 94 | RECURSION PHARMACEUT | RXRX | 11,500 | $58,190 | 0.04% |