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SECTORAL ASSET MANAGEMENT INC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $143,303,475
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CONTINEUM THERAPEUTICS · CL A · 21217B100 · shares: $11,925,151
- SHOULDER INNOVATIONS · COMMON STOCK · 82537J108 · shares: $8,728,654
- ELI LILLY & CO · COM · 532457108 · shares: $7,621,178
- UNITEDHEALTH GRP INC · COM · 91324P102 · shares: $5,500,863
- JOHNSON & JOHNSON · COM · 478160104 · shares: $4,626,825
- ORUKA THERAPEUTICS INC · COM · 687604108 · shares: $3,995,903
- BIONTECH SE · SP ADR · 09075V102 · shares: $3,895,910
- DEFINIUM THERAPEUTICS INC · COM SHS · 24477V105 · shares: $3,683,702
- DEXCOM INC · COM · 252131107 · shares: $3,418,417
- ARCUS BIOSCIENCES · COM · 03969F109 · shares: $3,418,122
Reported holdings
82 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CONTINEUM THERAPEUTICS | CL A | 21217B100 | — | 727,587 shares | $11,925,151 |
| SHOULDER INNOVATIONS | COMMON STOCK | 82537J108 | — | 430,407 shares | $8,728,654 |
| ELI LILLY & CO | COM | 532457108 | — | 6,354 shares | $7,621,178 |
| UNITEDHEALTH GRP INC | COM | 91324P102 | — | 13,235 shares | $5,500,863 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 18,218 shares | $4,626,825 |
| ORUKA THERAPEUTICS INC | COM | 687604108 | — | 41,987 shares | $3,995,903 |
| BIONTECH SE | SP ADR | 09075V102 | — | 41,869 shares | $3,895,910 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 78,310 shares | $3,683,702 |
| DEXCOM INC | COM | 252131107 | — | 50,756 shares | $3,418,417 |
| ARCUS BIOSCIENCES | COM | 03969F109 | — | 110,870 shares | $3,418,122 |
| AMGEN INC | COM | 031162100 | — | 9,210 shares | $3,335,125 |
| SUMMIT THERAPEUTICS | COM | 86627T108 | — | 220,180 shares | $3,208,023 |
| IRHYTHM HOLDINGS INC | COM | 450056106 | — | 26,070 shares | $3,101,027 |
| ABBVIE INC | COM | 00287Y109 | — | 12,200 shares | $3,070,008 |
| MERCK & CO INC | COM | 58933Y105 | — | 21,480 shares | $2,772,981 |
| ARRIVENT BIOPHARMA | COM | 04272N102 | — | 79,043 shares | $2,745,954 |
| VERTEX PHARMA | COM | 92532F100 | — | 5,432 shares | $2,698,237 |
| ARGENX SE | SP ADR | 04016X101 | — | 2,831 shares | $2,626,517 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 20,620 shares | $2,605,131 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 23,216 shares | $2,475,290 |
| TECTONIC THERAPEUTIC | COM | 878972108 | — | 71,009 shares | $2,440,934 |
| INTUITIVE SURGIC INC | COM NEW | 46120E602 | — | 5,850 shares | $2,326,428 |
| IMMATICS NV | SHS | N44445109 | — | 224,928 shares | $2,278,521 |
| STRYKER CORP | COM | 863667101 | — | 7,129 shares | $2,248,893 |
| AVALO THERAPEUTICS INC | COM NEW | 05338F306 | — | 119,923 shares | $2,216,177 |
| CRESCENT BIOPHARMA INC. | COM | G2545C104 | — | 121,300 shares | $2,183,400 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | — | 61,100 shares | $2,162,329 |
| IQVIA HOLDINGS INC | COM | 46266C105 | — | 10,848 shares | $2,096,051 |
| PULSE BIOSCIENCES INC | COM | 74587B101 | — | 67,895 shares | $1,882,728 |
| DANAHER CORP | COM | 235851102 | — | 9,597 shares | $1,830,726 |
| THERMO FISHER SCIENTIFIC | COM | 883556102 | — | 3,508 shares | $1,759,926 |
| ABBOTT LABS | COM | 002824100 | — | 18,080 shares | $1,640,579 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 | — | 185,900 shares | $1,608,035 |
| BOSTON SCIENTIFIC | COM | 101137107 | — | 36,330 shares | $1,550,564 |
| TRANSMEDICS GROUP INC | COM | 89377M109 | — | 21,950 shares | $1,457,919 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 16,330 shares | $1,391,153 |
| REGENERON PHARMCTCLS | COM | 75886F107 | — | 2,169 shares | $1,352,458 |
| CVS HEALTH CORP | COM | 126650100 | — | 13,000 shares | $1,344,850 |
| EDWARDS LIFESCIENCES | COM | 28176E108 | — | 14,826 shares | $1,341,160 |
| TREVI THERAPEUTICS | COM | 89532M101 | — | 65,596 shares | $1,223,365 |
| BRISTOL MYERS SQUIBB | COM | 110122108 | — | 21,150 shares | $1,218,663 |
| VERA THERAPEUTICS | CL A | 92337R101 | — | 25,573 shares | $1,097,337 |
| COGENT BIOSCIENCES | COM | 19240Q201 | — | 26,740 shares | $1,034,838 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 11,100 shares | $876,345 |
| TARSUS PHARMACEUTICALS | COM | 87650L103 | — | 13,285 shares | $836,158 |
| KURA ONCOLOGY INC | COM | 50127T109 | — | 71,480 shares | $784,136 |
| CENTENE CORP DEL | COM | 15135B101 | — | 12,000 shares | $770,280 |
| UNITED THERAPEUTICS | COM | 91307C102 | — | 1,370 shares | $742,307 |
| HINGE HEALTH INC | CL A | 433313103 | — | 8,744 shares | $725,752 |
| NEKTAR THERAPEUTICS | COM NEW | 640268306 | — | 10,111 shares | $705,849 |
| ALNYLAM PHARMACUETCL | COM | 02043Q107 | — | 2,310 shares | $695,379 |
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | — | 2,570 shares | $685,470 |
| PFIZER INC | COM | 717081103 | — | 27,500 shares | $662,200 |
| ARDELYX INC | COM | 039697107 | — | 122,394 shares | $624,209 |
| PRIVIA HEALTH GROUP | COM | 74276R102 | — | 24,136 shares | $621,019 |
| PTC THERAPEUTICS INC | COM | 69366J200 | — | 7,470 shares | $609,328 |
| IONIS PHARMACEUTICAL | COM | 462222100 | — | 7,200 shares | $570,888 |
| AGOMAB THERAPEUTICS | SPONSORED ADS | 00860C102 | — | 43,500 shares | $564,630 |
| BIOMARIN PHARMAC | COM | 09061G101 | — | 9,450 shares | $540,729 |
| BEONE MEDICINES LTD | SP ADR | 07725L102 | — | 1,870 shares | $532,894 |
| HUMANA INC | INC | 444859102 | — | 1,250 shares | $497,299 |
| JAZZ PHARMA PLC | SHS USD | G50871105 | — | 1,750 shares | $421,698 |
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | — | 7,200 shares | $403,704 |
| BIOGEN INC | COM | 09062X103 | — | 1,850 shares | $399,711 |
| MINERALYS THERAPEUTICS | COM | 603170101 | — | 14,565 shares | $392,964 |
| ILLUMINA INC | COM | 452327109 | — | 2,132 shares | $374,870 |
| AXSOME THERAPEUTIC | COM | 05464T104 | — | 1,500 shares | $367,155 |
| SYNDAX PHARMACEUTICS | COM | 87164F105 | — | 15,680 shares | $342,765 |
| REVOLUTION MEDICINES | COM | 76155X100 | — | 1,830 shares | $342,722 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | — | 2,340 shares | $311,828 |
| BRIDGEBIO PHARMA | COM | 10806X102 | — | 4,100 shares | $305,368 |
| MODERNA INC | COM | 60770K107 | — | 4,350 shares | $304,631 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 1,980 shares | $297,059 |
| INCYTE CORPORATION | COM | 45337C102 | — | 2,350 shares | $266,396 |
| ORIC PHARMACEUTICALS | COM | 68622P109 | — | 23,500 shares | $254,505 |
| ARS PHARMACEUTICALS | COM | 82835W108 | — | 29,900 shares | $239,499 |
| STRUCTURE THERAPEUTICS | SP ADR | 86366E106 | — | 4,325 shares | $232,123 |
| MEDPACE HOLDINGS | COM | 58506Q109 | — | 430 shares | $227,724 |
| TEMPUS AI INC | CL A | 88023B103 | — | 3,880 shares | $224,768 |
| ORBUS PHARMACEUTICALS HLDGS | COM NEW | 21833P301 | — | 20,000 shares | $187,600 |
| PALISADE BIO INC | COM | 696389402 | — | 88,000 shares | $183,920 |
| ENGENE THERAPEUTICS INC | COM | 29286X101 | — | 21,700 shares | $37,541 |