SECTORAL ASSET MANAGEMENT INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EVOMMUNE INC | 589,005 | 589,005 | 0 | 10,083,766 | 13,541,225 | 11.22% | +3,457,459 |
| GILEAD SCIENCES INC(GILD) | 17,885 | 27,490 | +9,605 | 2,195,205 | 4,131,624 | 3.42% | +1,936,419 |
| INSMED INC(INSM) | 11,182 | 19,668 | +8,486 | 1,946,115 | 3,380,776 | 2.80% | +1,434,661 |
| IQVIA HOLDINGS INC(IQV) | 0 | 8,307 | +8,307 | 0 | 1,416,676 | 1.17% | +1,416,676 |
| BRISTOL MYERS SQUIBB(BMY) | 0 | 21,150 | +21,150 | 0 | 1,282,748 | 1.06% | +1,282,748 |
| MEDTRONIC PLC(MDT) | 0 | 11,100 | +11,100 | 0 | 961,815 | 0.80% | +961,815 |
| ARDELYX INC | 0 | 122,394 | +122,394 | 0 | 781,060 | 0.65% | +781,060 |
| AGOMAB THERAPEUTICS | 0 | 43,500 | +43,500 | 0 | 477,295 | 0.40% | +477,295 |
| BIONTECH SE(BNTX) | 17,218 | 22,164 | +4,946 | 1,639,154 | 2,045,307 | 1.69% | +406,153 |
| CONTINEUM THERAPEUTICS | 800,787 | 727,587 | -73,200 | 9,152,995 | 9,502,286 | 7.87% | +349,291 |
| MERCK & CO INC(MRK) | 21,400 | 21,480 | +80 | 2,252,564 | 2,583,829 | 2.14% | +331,265 |
| ARS PHARMACEUTICALS | 29,803 | 79,150 | +49,347 | 347,205 | 676,672 | 0.56% | +329,467 |
| UNITED THERAPEUTICS(UTHR) | 1,723 | 1,710 | -13 | 839,532 | 1,145,637 | 0.95% | +306,105 |
| ARGENX SE(ARGX) | 2,894 | 3,564 | +670 | 2,433,710 | 2,736,977 | 2.27% | +303,267 |
| ABIVAX SA(ABVX) | 0 | 2,340 | +2,340 | 0 | 297,861 | 0.25% | +297,861 |
| JOHNSON & JOHNSON(JNJ) | 20,300 | 18,218 | -2,082 | 4,201,085 | 4,453,208 | 3.69% | +252,123 |
| NEKTAR THERAPEUTICS(NKTR) | 13,485 | 10,851 | -2,634 | 570,146 | 820,662 | 0.68% | +250,516 |
| MEDPACE HOLDINGS(MEDP) | 0 | 430 | +430 | 0 | 228,090 | 0.19% | +228,090 |
| GUARDANT HEALTH INC(GH) | 0 | 1,980 | +1,980 | 0 | 205,523 | 0.17% | +205,523 |
| REVOLUTION MEDICINES(RVMD) | 0 | 1,830 | +1,830 | 0 | 202,280 | 0.17% | +202,280 |
| PALISADE BIO INC | 0 | 88,000 | +88,000 | 0 | 172,375 | 0.14% | +172,375 |
| CYTOKINETICS INC(CYTK) | 5,893 | 7,300 | +1,407 | 374,441 | 544,614 | 0.45% | +170,173 |
| ORIC PHARMACEUTICALS(ORIC) | 22,480 | 23,500 | +1,020 | 183,886 | 332,651 | 0.28% | +148,765 |
| MODERNA INC(MRNA) | 5,005 | 4,350 | -655 | 147,598 | 247,904 | 0.21% | +100,306 |
| PFIZER INC(PFE) | 27,150 | 27,500 | +350 | 676,035 | 772,200 | 0.64% | +96,165 |
| ROYALTY PHARMA PLC(RPRX) | 8,470 | 7,200 | -1,270 | 327,281 | 393,834 | 0.33% | +66,553 |
| KURA ONCOLOGY INC(KURA) | 54,110 | 71,480 | +17,370 | 562,203 | 606,010 | 0.50% | +43,807 |
| ASCENDIS PHARMA A S(ASND) | 3,254 | 2,800 | -454 | 693,883 | 728,276 | 0.60% | +34,393 |
| ROIVANT SCIENCES LTD(ROIV) | 45,347 | 32,500 | -12,847 | 984,030 | 1,016,368 | 0.84% | +32,338 |
| IMMATICS NV(IMTX) | 63,015 | 66,830 | +3,815 | 661,658 | 692,687 | 0.57% | +31,029 |
| JAZZ PHARMA PLC(JAZZ) | 2,049 | 1,750 | -299 | 348,330 | 371,294 | 0.31% | +22,964 |
| SUMMIT THERAPEUTICS(SMMT) | 79,625 | 69,615 | -10,010 | 1,392,641 | 1,399,627 | 1.16% | +6,986 |
| BIOGEN INC(BIIB) | 2,155 | 1,850 | -305 | 379,259 | 385,910 | 0.32% | +6,651 |
| INCYTE CORPORATION(INCY) | 2,750 | 2,350 | -400 | 271,618 | 254,124 | 0.21% | -17,494 |
| AXSOME THERAPEUTIC(AXSM) | 1,740 | 1,500 | -240 | 317,794 | 289,869 | 0.24% | -27,925 |
| ILLUMINA INC(ILMN) | 2,472 | 2,132 | -340 | 324,227 | 296,071 | 0.25% | -28,156 |
| NEUROCRINE BIOSCIENCES(NBIX) | 2,675 | 2,300 | -375 | 379,395 | 343,841 | 0.28% | -35,554 |
| BIOMARIN PHARMAC(BMRN) | 10,880 | 9,450 | -1,430 | 646,599 | 607,268 | 0.50% | -39,331 |
| IONIS PHARMACEUTICAL(IONS) | 8,365 | 7,200 | -1,165 | 661,755 | 617,240 | 0.51% | -44,515 |
| ARRIVENT BIOPHARMA(AVBP) | 38,255 | 30,013 | -8,242 | 769,691 | 720,430 | 0.60% | -49,261 |
| PRIVIA HEALTH GROUP(PRVA) | 26,000 | 27,136 | +1,136 | 616,460 | 558,188 | 0.46% | -58,272 |
| BOUNDLESS BIO | 678,574 | 678,574 | 0 | 814,289 | 746,431 | 0.62% | -67,858 |
| PTC THERAPEUTICS INC(PTCT) | 7,715 | 6,650 | -1,065 | 586,031 | 515,063 | 0.43% | -70,968 |
| EDWARDS LIFESCIENCES | 17,250 | 17,338 | +88 | 1,470,563 | 1,388,427 | 1.15% | -82,136 |
| TREVI THERAPEUTICS(TRVI) | 84,255 | 74,446 | -9,809 | 1,054,873 | 939,499 | 0.78% | -115,374 |
| ALIGNMENT HEALTH(ALHC) | 31,500 | 26,911 | -4,589 | 622,125 | 474,172 | 0.39% | -147,953 |
| BRIDGEBIO PHARMA(BBIO) | 11,170 | 8,100 | -3,070 | 854,393 | 687,276 | 0.57% | -167,117 |
| VERTEX PHARMA(VRTX) | 8,005 | 7,007 | -998 | 3,629,147 | 3,457,113 | 2.86% | -172,034 |
| BEONE MEDICINES LTD(ONC) | 2,665 | 1,870 | -795 | 809,654 | 631,061 | 0.52% | -178,593 |
| HINGE HEALTH INC(HNGE) | 14,206 | 12,244 | -1,962 | 659,869 | 472,129 | 0.39% | -187,740 |
| MADRIGAL PHARMA(MDGL) | 352 | 0 | -352 | 204,984 | 0 | — | -204,984 |
| UNIQURE N.V.(QURE) | 30,585 | 29,245 | -1,340 | 731,899 | 499,411 | 0.41% | -232,488 |
| MINERALYS THERAPEUTICS(MLYS) | 31,625 | 31,618 | -7 | 1,147,671 | 895,135 | 0.74% | -252,536 |
| TECTONIC THERAPEUTIC | 42,255 | 19,059 | -23,196 | 881,439 | 628,215 | 0.52% | -253,224 |
| OMADA HEALTH INC(OMDA) | 36,500 | 25,620 | -10,880 | 575,970 | 322,043 | 0.27% | -253,927 |
| COGENT BIOSCIENCES(COGT) | 32,685 | 22,140 | -10,545 | 1,160,971 | 902,398 | 0.75% | -258,573 |
| TEMPUS AI INC(TEM) | 4,500 | 0 | -4,500 | 265,725 | 0 | — | -265,725 |
| INSPIRE MED SYS INC(INSP) | 7,200 | 7,225 | +25 | 664,056 | 372,666 | 0.31% | -291,390 |
| ABBOTT LABS | 23,498 | 25,578 | +2,080 | 2,944,064 | 2,626,093 | 2.18% | -317,971 |
| ARCUS BIOSCIENCES(RCUS) | 56,945 | 45,070 | -11,875 | 1,356,999 | 1,035,504 | 0.86% | -321,495 |
| ALNYLAM PHARMACUETCL(ALNY) | 2,990 | 2,310 | -680 | 1,188,973 | 864,232 | 0.72% | -324,741 |
| INTUITIVE SURGIC INC | 4,850 | 5,250 | +400 | 2,746,846 | 2,420,198 | 2.00% | -326,648 |
| RADNET INC(RDNT) | 11,000 | 7,999 | -3,001 | 784,850 | 447,064 | 0.37% | -337,786 |
| RAPPORT THERAPEUTICS(RAPP) | 38,925 | 25,421 | -13,504 | 1,180,984 | 835,005 | 0.69% | -345,979 |
| TARSUS PHARMACEUTICALS(TARS) | 14,740 | 11,272 | -3,468 | 1,206,911 | 852,463 | 0.71% | -354,448 |
| STRYKER CORP(SYK) | 6,550 | 5,874 | -676 | 2,302,129 | 1,930,138 | 1.60% | -371,991 |
| REGENERON PHARMCTCLS(REGN) | 3,715 | 2,919 | -796 | 2,867,497 | 2,481,720 | 2.06% | -385,777 |
| UNITEDHEALTH GRP INC(UNH) | 13,595 | 14,957 | +1,362 | 4,487,845 | 4,047,215 | 3.35% | -440,630 |
| DEXCOM INC(DXCM) | 28,700 | 23,231 | -5,469 | 1,904,819 | 1,458,907 | 1.21% | -445,912 |
| BOSTON SCIENTIFIC(BSX) | 27,626 | 34,780 | +7,154 | 2,634,139 | 2,182,445 | 1.81% | -451,694 |
| SYNDAX PHARMACEUTICS(SNDX) | 61,200 | 31,680 | -29,520 | 1,285,813 | 787,466 | 0.65% | -498,347 |
| THERMO FISHER SCIENTIFIC(TMO) | 3,900 | 3,508 | -392 | 2,259,855 | 1,724,287 | 1.43% | -535,568 |
| CARLSMED INC | 47,700 | 0 | -47,700 | 589,095 | 0 | — | -589,095 |
| DANAHER CORP(DHR) | 10,575 | 9,597 | -978 | 2,420,829 | 1,819,591 | 1.51% | -601,238 |
| AMICUS THERAPEUTICS COM | 43,300 | 0 | -43,300 | 616,592 | 0 | — | -616,592 |
| LENZ THERAPEUTICS INC | 42,500 | 0 | -42,500 | 680,000 | 0 | — | -680,000 |
| AMGEN INC(AMGN) | 13,070 | 9,210 | -3,860 | 4,277,942 | 3,514,982 | 2.91% | -762,960 |
| VERA THERAPEUTICS(VERA) | 36,858 | 25,573 | -11,285 | 1,866,490 | 1,084,641 | 0.90% | -781,849 |
| SHOULDER INNOVATIONS | 492,435 | 430,407 | -62,028 | 7,041,821 | 6,253,814 | 5.18% | -788,007 |
| VENTYX BIOSCIENCES | 96,945 | 0 | -96,945 | 875,413 | 0 | — | -875,413 |
| STRUCTURE THERAPEUTICS | 23,872 | 14,102 | -9,770 | 1,660,298 | 710,805 | 0.59% | -949,493 |
| ABBVIE INC(ABBV) | 16,800 | 12,200 | -4,600 | 3,838,632 | 2,653,378 | 2.20% | -1,185,254 |
| ASTRAZENECA(AZN) | 15,232 | 0 | -15,232 | 1,400,277 | 0 | — | -1,400,277 |
| ELI LILLY & CO(LLY) | 7,276 | 6,354 | -922 | 7,819,372 | 5,844,219 | 4.84% | -1,975,153 |