13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001104659-26-011921
Total Value
$124.8M
Positions
74
Other Managers
0
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EVOMMUNE INC | EVMN | 589,005 | $10.1M | 8.08% |
| 2 | CONTINEUM THERAPEUTICS | CTNM | 800,787 | $9.2M | 7.34% |
| 3 | ELI LILLY & CO | LLY | 7,276 | $7.8M | 6.27% |
| 4 | SHOULDER INNOVATIONS | SI | 492,435 | $7.0M | 5.64% |
| 5 | UNITEDHEALTH GRP INC | UNH | 13,595 | $4.5M | 3.60% |
| 6 | AMGEN INC | AMGN | 13,070 | $4.3M | 3.43% |
| 7 | JOHNSON & JOHNSON | JNJ | 20,300 | $4.2M | 3.37% |
| 8 | ABBVIE INC | ABBV | 16,800 | $3.8M | 3.08% |
| 9 | VERTEX PHARMA | VRTX | 8,005 | $3.6M | 2.91% |
| 10 | ABBOTT LABS | ABLZF | 23,498 | $2.9M | 2.36% |
| 11 | REGENERON PHARMCTCLS | REGN | 3,715 | $2.9M | 2.30% |
| 12 | INTUITIVE SURGIC INC | ISRG | 4,850 | $2.7M | 2.20% |
| 13 | BOSTON SCIENTIFIC | BSX | 27,626 | $2.6M | 2.11% |
| 14 | ARGENX SE SPN ADR | ARGX | 2,894 | $2.4M | 1.95% |
| 15 | DANAHER CORP | 235851102 | 10,575 | $2.4M | 1.94% |
| 16 | STRYKER CORP | SYK | 6,550 | $2.3M | 1.85% |
| 17 | THERMO FISHER SCIENTIFIC | TMO | 3,900 | $2.3M | 1.81% |
| 18 | MERCK & CO INC | MRK | 21,400 | $2.3M | 1.81% |
| 19 | GILEAD SCIENCES INC | GILD | 17,885 | $2.2M | 1.76% |
| 20 | INSMED INC | INSM | 11,182 | $1.9M | 1.56% |
| 21 | DEXCOM INC | DXCM | 28,700 | $1.9M | 1.53% |
| 22 | VERA THERAPEUTICS | VERA | 36,858 | $1.9M | 1.50% |
| 23 | STRUCTURE THERAPEUTICS | GPCR | 23,872 | $1.7M | 1.33% |
| 24 | BIONTECH SE | BNTX | 17,218 | $1.6M | 1.31% |
| 25 | EDWARDS LIFESCIENCE | EW | 17,250 | $1.5M | 1.18% |
| 26 | ASTRAZENECA | AZN | 15,232 | $1.4M | 1.12% |
| 27 | SUMMIT THERAPEUTICS | SMMT | 79,625 | $1.4M | 1.12% |
| 28 | ARCUS BIOSCIENCES | RCUS | 56,945 | $1.4M | 1.09% |
| 29 | SYNDAX PHARMACEUTICALS | SNDX | 61,200 | $1.3M | 1.03% |
| 30 | TARSUS PHARMACEUTICAL | TARS | 14,740 | $1.2M | 0.97% |
| 31 | ALNYLAM PHARMACEUTICALS INC | ALNY | 2,990 | $1.2M | 0.95% |
| 32 | RAPPORT THERAPEUTICS | RAPP | 38,925 | $1.2M | 0.95% |
| 33 | COGENT BIOSCIENCES INC | COGT | 32,685 | $1.2M | 0.93% |
| 34 | MINERALYS THERAPEUTICS | MLYS | 31,625 | $1.1M | 0.92% |
| 35 | TREVI THERAPEUTIC INC | TRVI | 84,255 | $1.1M | 0.85% |
| 36 | ROIVANT SCIENCES LTD | ROIV | 45,347 | $984,030 | 0.79% |
| 37 | TECTONIC THERAPEUTICS | TECX | 42,255 | $881,439 | 0.71% |
| 38 | VENTYX BIOSCIENCES | 92332V107 | 96,945 | $875,413 | 0.70% |
| 39 | BRIDGEBIO PHARMA | BBIO | 11,170 | $854,393 | 0.68% |
| 40 | UNITED THERAPEUTICS | UTHR | 1,723 | $839,532 | 0.67% |
| 41 | BOUNDLESS BIO INC | BOLD | 678,574 | $814,289 | 0.65% |
| 42 | BEONE MEDICINES LTD | BEIGF | 2,665 | $809,654 | 0.65% |
| 43 | RADNET INC | RDNT | 11,000 | $784,850 | 0.63% |
| 44 | ARRIVENT BIOPHARMA | AVBP | 38,255 | $769,691 | 0.62% |
| 45 | UNIQURE N.V. | QURE | 30,585 | $731,899 | 0.59% |
| 46 | ASCENDIS PHARMA | ASND | 3,254 | $693,883 | 0.56% |
| 47 | LENZ THERAPEUTICS INC | LENZ | 42,500 | $680,000 | 0.55% |
| 48 | PFIZER INC | PFE | 27,150 | $676,035 | 0.54% |
| 49 | INSPIRE MED SYS INC | 457730109 | 7,200 | $664,056 | 0.53% |
| 50 | IONIS PHARMACEUTICAL | IONS | 8,365 | $661,755 | 0.53% |
| 51 | IMMATICS NV | IMTX | 63,015 | $661,658 | 0.53% |
| 52 | HINGE HEALTH INC | HNGE | 14,206 | $659,869 | 0.53% |
| 53 | BIOMARIN PHARMACEUTICAL INC | BMRN | 10,880 | $646,599 | 0.52% |
| 54 | ALIGNMENT HEALTHCARE | ALHC | 31,500 | $622,125 | 0.50% |
| 55 | AMICUS THERAPEUTICS | FOLD | 43,300 | $616,592 | 0.49% |
| 56 | PRIVIA HEALTH GROUP | PRVA | 26,000 | $616,460 | 0.49% |
| 57 | CARLSMED INC | CARL | 47,700 | $589,095 | 0.47% |
| 58 | PTC THERAPEUTICS | PTCT | 7,715 | $586,031 | 0.47% |
| 59 | OMADA HEALTH INC | OMDA | 36,500 | $575,970 | 0.46% |
| 60 | NEKTAR THERAPEUTICS | NKTR | 13,485 | $570,146 | 0.46% |
| 61 | KURA ONCOLOGY | KURA | 54,110 | $562,203 | 0.45% |
| 62 | NEUROCRINE BIOSCIENCES | NBIX | 2,675 | $379,395 | 0.30% |
| 63 | BIOGEN INC | BIIB | 2,155 | $379,259 | 0.30% |
| 64 | CYTOKINETICS INC | CYTK | 5,893 | $374,441 | 0.30% |
| 65 | JAZZ PHARMA PLC | JAZZ | 2,049 | $348,330 | 0.28% |
| 66 | ARS PHARMACEUTICALS | SPRY | 29,803 | $347,205 | 0.28% |
| 67 | ROYALTY PHARMA PLC | RPRX | 8,470 | $327,281 | 0.26% |
| 68 | ILLUMINA INC | ILMN | 2,472 | $324,227 | 0.26% |
| 69 | AXSOME THERAPEUTICS | AXSM | 1,740 | $317,794 | 0.25% |
| 70 | INCYTE CORPORATION | INCY | 2,750 | $271,618 | 0.22% |
| 71 | TEMPUS AI INC | TEM | 4,500 | $265,725 | 0.21% |
| 72 | MADRIGAL PHARMA | MDGL | 352 | $204,984 | 0.16% |
| 73 | ORIC PHARMACEUTICALS | ORIC | 22,480 | $183,886 | 0.15% |
| 74 | MODERNA INC | MRNA | 5,005 | $147,598 | 0.12% |