The Analysis of SECTOR GAMMA AS's Holdings
Currently, SECTOR GAMMA AS holds 41 types of securities in its portfolio with a total value $403.3M. In the most recent quarter, they have increased their positions in MRK (+120.5K shares, valued at $10.1M), PFE (+332.1K shares, valued at $8.5M), BMY (+175.3K shares, valued at $7.9M); decreased their positions in TMO (-7.1K shares, valued at $3.4M), ELV (-9.2K shares, valued at $3.0M), CAH (-6.5K shares, valued at $1.0M); initiated new positions in VTRS (+668.9K shares, valued at $6.6M), OGN (+543.7K shares, valued at $5.8M), ICLR (+25.0K shares, valued at $4.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PFE PFIZER INC1.3M shares36.10%2025-09-302025-10-31
MDT MEDTRONIC PLC303.4K shares35.46%2025-09-302025-10-31 MRK MERCK & CO INC322.5K shares59.65%2025-09-302025-10-31 BMY BRISTOL-MYERS SQUIBB CO581.3K shares43.17%2025-09-302025-10-31 BDX BECTON DICKINSON & CO108.8K shares11.05%2025-09-302025-10-31 IONS IONIS PHARMACEUTICALS INC271.0K shares-5.21%2025-09-302025-10-31 INCY INCYTE CORP205.1K shares0.55%2025-09-302025-10-31 AMGN AMGEN INC61.5K shares39.67%2025-09-302025-10-31 GILD GILEAD SCIENCES INC147.2K shares15.94%2025-09-302025-10-31 CVS CVS HEALTH CORP156.2K shares-4.17%2025-09-302025-10-31 ZBH ZIMMER BIOMET HOLDINGS INC113.5K shares28.03%2025-09-302025-10-31 BIIB BIOGEN INC75.5K shares49.05%2025-09-302025-10-31 BMRN BIOMARIN PHARMACEUTICAL INC175.9K shares43.73%2025-09-302025-10-31 CAH CARDINAL HEALTH INC59.5K shares-9.79%2025-09-302025-10-31 TMO THERMO FISHER SCIENTIFIC INC18.4K shares-27.67%2025-09-302025-10-31 BAX BAXTER INTL INC381.6K shares42.37%2025-09-302025-10-31 GEHC GE HEALTHCARE TECHNOLOGIES I111.4K shares50.53%2025-09-302025-10-31 BRKR BRUKER CORP250.9K shares28.03%2025-09-302025-10-31 CNC CENTENE CORP DEL213.2K shares40.27%2025-09-302025-10-31 LH LABCORP HOLDINGS INC26.0K shares33.29%2025-09-302025-10-31 PTCT PTC THERAPEUTICS INC118.1K shares28.03%2025-09-302025-10-31 VTRS VIATRIS INC668.9K sharesnew addition2025-09-302025-10-31 BIO BIO RAD LABS INC22.8K shares28.03%2025-09-302025-10-31 HUM HUMANA INC23.9K shares1.88%2025-09-302025-10-31 ELAN ELANCO ANIMAL HEALTH INC307.3K shares5.20%2025-09-302025-10-31 AVTR AVANTOR INC477.1K shares28.03%2025-09-302025-10-31 OGN ORGANON & CO543.7K sharesnew addition2025-09-302025-10-31 EW EDWARDS LIFESCIENCES CORP73.0K shares73.76%2025-09-302025-10-31 DXCM DEXCOM INC76.8K shares53.64%2025-09-302025-10-31 ASND ASCENDIS PHARMA A/S24.3K shares43.10%2025-09-302025-10-31 HCA HCA HEALTHCARE INC10.9K shares36.04%2025-09-302025-10-31 ICLR ICON PLC25.0K sharesnew addition2025-09-302025-10-31 SOLV SOLVENTUM CORP59.3K shares55.94%2025-09-302025-10-31 KURA KURA ONCOLOGY INC438.4K sharesnew addition2025-09-302025-10-31 LNTH LANTHEUS HLDGS INC64.4K shares28.04%2025-09-302025-10-31 TNDM TANDEM DIABETES CARE INC269.5K shares28.03%2025-09-302025-10-31 SNDX SYNDAX PHARMACEUTICALS INC210.8K sharesnew addition2025-09-302025-10-31 ELV ELEVANCE HEALTH INC FORMERLY9.6K shares-48.86%2025-09-302025-10-31 CERT CERTARA INC230.6K sharesnew addition2025-09-302025-10-31 BNTX BIONTECH SE27.7K shares-25.99%2025-09-302025-10-31 ACLX ARCELLX INC32.0K shares28.04%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available