The Analysis of SECTOR GAMMA AS's Holdings
Currently, SECTOR GAMMA AS holds 36 types of securities in its portfolio with a total value $438.7M. In the most recent quarter, they have increased their positions in BMY (+164.7K shares, valued at $8.9M), ELV (+22.9K shares, valued at $8.0M), REGN (+7.2K shares, valued at $5.5M); decreased their positions in PFE (-392.5K shares, valued at $9.8M), IONS (-86.0K shares, valued at $6.8M), PTCT (-56.2K shares, valued at $4.3M); initiated new positions in REGN (+7.2K shares, valued at $5.5M), CRNX (+115.0K shares, valued at $5.4M), CGON (+52.0K shares, valued at $2.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BMY BRISTOL-MYERS SQUIBB CO746.0K shares28.33%2025-12-312026-02-12
MEDTRONIC PLC MEDTRONIC PLC269.6K shares-11.14%2025-12-312026-02-12 BDX BECTON DICKINSON & CO132.4K shares21.64%2025-12-312026-02-12 GILD GILEAD SCIENCES INC176.4K shares19.81%2025-12-312026-02-12 INCY INCYTE CORP218.8K shares6.66%2025-12-312026-02-12 PFE PFIZER INC859.5K shares-31.35%2025-12-312026-02-12 AMGN AMGEN INC61.0K shares-0.81%2025-12-312026-02-12 BIIB BIOGEN INC85.5K shares13.25%2025-12-312026-02-12 IONS IONIS PHARMACEUTICALS INC185.0K shares-31.73%2025-12-312026-02-12 CVS CVS HEALTH CORP177.6K shares13.70%2025-12-312026-02-12 CAH CARDINAL HEALTH INC61.9K shares4.05%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC21.7K shares17.59%2025-12-312026-02-12 BRKR BRUKER CORP254.7K shares1.51%2025-12-312026-02-12 ZBH ZIMMER BIOMET HOLDINGS INC132.5K shares16.74%2025-12-312026-02-12 BMRN BIOMARIN PHARMACEUTICAL INC198.5K shares12.88%2025-12-312026-02-12 ELV ELEVANCE HEALTH INC FORMERLY32.5K shares238.91%2025-12-312026-02-12 CNC CENTENE CORP DEL258.1K shares21.06%2025-12-312026-02-12 GEHC GE HEALTHCARE TECHNOLOGIES I114.4K shares2.69%2025-12-312026-02-12 EW EDWARDS LIFESCIENCES CORP96.4K shares32.09%2025-12-312026-02-12 AVTR AVANTOR INC695.4K shares45.76%2025-12-312026-02-12 BIO BIO RAD LABS INC23.8K shares4.04%2025-12-312026-02-12 LH LABCORP HOLDINGS INC27.0K shares4.04%2025-12-312026-02-12 LNTH LANTHEUS HLDGS INC93.8K shares45.68%2025-12-312026-02-12 TNDM TANDEM DIABETES CARE INC267.1K shares-0.91%2025-12-312026-02-12 REGN REGENERON PHARMACEUTICALS7.2K sharesnew addition2025-12-312026-02-12 CRNX CRINETICS PHARMACEUTICALS IN115.0K sharesnew addition2025-12-312026-02-12 SNDX SYNDAX PHARMACEUTICALS INC252.1K shares19.57%2025-12-312026-02-12 DXCM DEXCOM INC76.1K shares-0.91%2025-12-312026-02-12 HCA HCA HEALTHCARE INC10.8K shares-0.91%2025-12-312026-02-12 KURA KURA ONCOLOGY INC455.8K shares3.97%2025-12-312026-02-12 PTCT PTC THERAPEUTICS INC61.9K shares-47.57%2025-12-312026-02-12 ASND ASCENDIS PHARMA A/S16.3K shares-32.98%2025-12-312026-02-12 CGON CG ONCOLOGY INC52.0K sharesnew addition2025-12-312026-02-12 OGN ORGANON & CO300.0K shares-44.82%2025-12-312026-02-12 CERT CERTARA INC230.6K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available