SECTORAL ASSET MANAGEMENT INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EVOMMUNE INC | 0 | 589,005 | +589,005 | 0 | 13,541,225 | 11.22% | +13,541,225 |
| GILEAD SCIENCES INC(GILD) | 0 | 27,490 | +27,490 | 0 | 4,131,624 | 3.42% | +4,131,624 |
| INSMED INC(INSM) | 0 | 19,668 | +19,668 | 0 | 3,380,776 | 2.80% | +3,380,776 |
| 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) | 0 | 22,164 | +22,164 | 0 | 2,045,307 | 1.69% | +2,045,307 |
| CONTINEUM THERAPEUTICS | 0 | 727,587 | +727,587 | 0 | 9,502,286 | 7.87% | +9,502,286 |
| MERCK & CO INC(MRK) | 0 | 21,480 | +21,480 | 0 | 2,583,829 | 2.14% | +2,583,829 |
| ARS PHARMACEUTICALS | 0 | 79,150 | +79,150 | 0 | 676,672 | 0.56% | +676,672 |
| UNITED THERAPEUTICS(UTHR) | 0 | 1,710 | +1,710 | 0 | 1,145,637 | 0.95% | +1,145,637 |
| ARGENX SE(ARGX) | 0 | 3,564 | +3,564 | 0 | 2,736,977 | 2.27% | +2,736,977 |
| ABIVAX SA(ABVX) | 0 | 2,340 | +2,340 | 0 | 297,861 | 0.25% | +297,861 |
| JOHNSON & JOHNSON(JNJ) | 0 | 18,218 | +18,218 | 0 | 4,453,208 | 3.69% | +4,453,208 |
| NEKTAR THERAPEUTICS(NKTR) | 0 | 10,851 | +10,851 | 0 | 820,662 | 0.68% | +820,662 |
| 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) | 0 | 7,300 | +7,300 | 0 | 544,614 | 0.45% | +544,614 |
| ORIC PHARMACEUTICALS | 0 | 23,500 | +23,500 | 0 | 332,651 | 0.28% | +332,651 |
| MODERNA INC(MRNA) | 0 | 4,350 | +4,350 | 0 | 247,904 | 0.21% | +247,904 |
| PFIZER INC(PFE) | 0 | 27,500 | +27,500 | 0 | 772,200 | 0.64% | +772,200 |
| ROYALTY PHARMA PLC(RPRX) | 0 | 7,200 | +7,200 | 0 | 393,834 | 0.33% | +393,834 |
| KURA ONCOLOGY INC | 0 | 71,480 | +71,480 | 0 | 606,010 | 0.50% | +606,010 |
| ASCENDIS PHARMA A S(ASND) | 0 | 2,800 | +2,800 | 0 | 728,276 | 0.60% | +728,276 |
| ROIVANT SCIENCES LTD(ROIV) | 0 | 32,500 | +32,500 | 0 | 1,016,368 | 0.84% | +1,016,368 |
| IMMATICS NV(IMTX) | 0 | 66,830 | +66,830 | 0 | 692,687 | 0.57% | +692,687 |
| JAZZ PHARMA PLC(JAZZ) | 0 | 1,750 | +1,750 | 0 | 371,294 | 0.31% | +371,294 |
| SUMMIT THERAPEUTICS(SMMT) | 0 | 69,615 | +69,615 | 0 | 1,399,627 | 1.16% | +1,399,627 |
| BIOGEN INC(BIIB) | 0 | 1,850 | +1,850 | 0 | 385,910 | 0.32% | +385,910 |
| INCYTE CORPORATION(INCY) | 0 | 2,350 | +2,350 | 0 | 254,124 | 0.21% | +254,124 |
| AXSOME THERAPEUTIC(AXSM) | 0 | 1,500 | +1,500 | 0 | 289,869 | 0.24% | +289,869 |
| ILLUMINA INC(ILMN) | 0 | 2,132 | +2,132 | 0 | 296,071 | 0.25% | +296,071 |
| NEUROCRINE BIOSCIENCES(NBIX) | 0 | 2,300 | +2,300 | 0 | 343,841 | 0.28% | +343,841 |
| BIOMARIN PHARMAC(BMRN) | 0 | 9,450 | +9,450 | 0 | 607,268 | 0.50% | +607,268 |
| IONIS PHARMACEUTICAL(IONS) | 0 | 7,200 | +7,200 | 0 | 617,240 | 0.51% | +617,240 |
| ARRIVENT BIOPHARMA(AVBP) | 0 | 30,013 | +30,013 | 0 | 720,430 | 0.60% | +720,430 |
| PRIVIA HEALTH GROUP(PRVA) | 0 | 27,136 | +27,136 | 0 | 558,188 | 0.46% | +558,188 |
| BOUNDLESS BIO | 0 | 678,574 | +678,574 | 0 | 746,431 | 0.62% | +746,431 |
| PTC THERAPEUTICS INC(PTCT) | 0 | 6,650 | +6,650 | 0 | 515,063 | 0.43% | +515,063 |
| EDWARDS LIFESCIENCES | 0 | 17,338 | +17,338 | 0 | 1,388,427 | 1.15% | +1,388,427 |
| TREVI THERAPEUTICS(TRVI) | 0 | 74,446 | +74,446 | 0 | 939,499 | 0.78% | +939,499 |
| ALIGNMENT HEALTH(ALHC) | 0 | 26,911 | +26,911 | 0 | 474,172 | 0.39% | +474,172 |
| BRIDGEBIO PHARMA(BBIO) | 0 | 8,100 | +8,100 | 0 | 687,276 | 0.57% | +687,276 |
| VERTEX PHARMA(VRTX) | 0 | 7,007 | +7,007 | 0 | 3,457,113 | 2.86% | +3,457,113 |
| BEONE MEDICINES LTD(ONC) | 0 | 1,870 | +1,870 | 0 | 631,061 | 0.52% | +631,061 |
| HINGE HEALTH INC(HNGE) | 0 | 12,244 | +12,244 | 0 | 472,129 | 0.39% | +472,129 |
| MADRIGAL PHARMA(MDGL) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| UNIQURE N.V.(QURE) | 0 | 29,245 | +29,245 | 0 | 499,411 | 0.41% | +499,411 |
| MINERALYS THERAPEUTICS(MLYS) | 0 | 31,618 | +31,618 | 0 | 895,135 | 0.74% | +895,135 |
| TECTONIC THERAPEUTIC | 0 | 19,059 | +19,059 | 0 | 628,215 | 0.52% | +628,215 |
| OMADA HEALTH INC(OMDA) | 0 | 25,620 | +25,620 | 0 | 322,043 | 0.27% | +322,043 |
| COGENT BIOSCIENCES(COGT) | 0 | 22,140 | +22,140 | 0 | 902,398 | 0.75% | +902,398 |
| TEMPUS AI INC(TEM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| INSPIRE MED SYS INC(INSP) | 0 | 7,225 | +7,225 | 0 | 372,666 | 0.31% | +372,666 |
| ABBOTT LABS | 0 | 25,578 | +25,578 | 0 | 2,626,093 | 2.18% | +2,626,093 |
| ARCUS BIOSCIENCES(RCUS) | 0 | 45,070 | +45,070 | 0 | 1,035,504 | 0.86% | +1,035,504 |
| ALNYLAM PHARMACUETCL(ALNY) | 0 | 2,310 | +2,310 | 0 | 864,232 | 0.72% | +864,232 |
| INTUITIVE SURGIC INC | 0 | 5,250 | +5,250 | 0 | 2,420,198 | 2.00% | +2,420,198 |
| RADNET INC(RDNT) | 0 | 7,999 | +7,999 | 0 | 447,064 | 0.37% | +447,064 |
| RAPPORT THERAPEUTICS(RAPP) | 0 | 25,421 | +25,421 | 0 | 835,005 | 0.69% | +835,005 |
| TARSUS PHARMACEUTICALS(TARS) | 0 | 11,272 | +11,272 | 0 | 852,463 | 0.71% | +852,463 |
| STRYKER CORP(SYK) | 0 | 5,874 | +5,874 | 0 | 1,930,138 | 1.60% | +1,930,138 |
| REGENERON PHARMCTCLS(REGN) | 0 | 2,919 | +2,919 | 0 | 2,481,720 | 2.06% | +2,481,720 |
| UNITEDHEALTH GRP INC(UNH) | 0 | 14,957 | +14,957 | 0 | 4,047,215 | 3.35% | +4,047,215 |
| DEXCOM INC(DXCM) | 0 | 23,231 | +23,231 | 0 | 1,458,907 | 1.21% | +1,458,907 |
| BOSTON SCIENTIFIC(BSX) | 0 | 34,780 | +34,780 | 0 | 2,182,445 | 1.81% | +2,182,445 |
| SYNDAX PHARMACEUTICS(SNDX) | 0 | 31,680 | +31,680 | 0 | 787,466 | 0.65% | +787,466 |
| THERMO FISHER SCIENTIFIC(TMO) | 0 | 3,508 | +3,508 | 0 | 1,724,287 | 1.43% | +1,724,287 |
| CARLSMED INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| DANAHER CORP(DHR) | 0 | 9,597 | +9,597 | 0 | 1,819,591 | 1.51% | +1,819,591 |
| AMICUS THERAPEUTICS | 0 | 0 | 0 | 0 | 0 | — | 0 |
| LENZ THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AMGEN INC(AMGN) | 0 | 9,210 | +9,210 | 0 | 3,514,982 | 2.91% | +3,514,982 |
| VERA THERAPEUTICS(VERA) | 0 | 25,573 | +25,573 | 0 | 1,084,641 | 0.90% | +1,084,641 |
| SHOULDER INNOVATIONS | 0 | 430,407 | +430,407 | 0 | 6,253,814 | 5.18% | +6,253,814 |
| VENTYX BIOSCIENCES | 0 | 0 | 0 | 0 | 0 | — | 0 |
| STRUCTURE THERAPEUTICS | 0 | 14,102 | +14,102 | 0 | 710,805 | 0.59% | +710,805 |
| ABBVIE INC(ABBV) | 0 | 12,200 | +12,200 | 0 | 2,653,378 | 2.20% | +2,653,378 |
| ASTRAZENECA(AZN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ELI LILLY & CO(LLY) | 0 | 6,354 | +6,354 | 0 | 5,844,219 | 4.84% | +5,844,219 |