Sponsored

The Analysis of SECTORAL ASSET MANAGEMENT INC's Holdings & P&L

Currently, SECTORAL ASSET MANAGEMENT INC holds 77 types of securities in its portfolio with a total value $120.7M. In the most recent quarter, they have increased their positions in INSM (+8.5K shares, valued at $1.5M), GILD (+9.6K shares, valued at $1.4M), IQV (+8.3K shares, valued at $1.4M); decreased their positions in AMGN (-3.9K shares, valued at $1.5M), ABBV (-4.6K shares, valued at $1.0M), CTNM (-73.2K shares, valued at $956.0K); initiated new positions in IQV (+8.3K shares, valued at $1.4M), BMY (+21.1K shares, valued at $1.3M), N/A (+11.1K shares, valued at $961.8K).

1M P&L

+1.7M+1.59%

3M P&L

-3.8M-3.37%

HY P&L

-951.2K-0.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology50.5M

45.2%

2Drug Manufacturers - General24.8M

22.2%

3Medical Devices11.9M

10.7%

Top Industries by Stock Count

1Biotechnology42 stocks

59.2%

2Drug Manufacturers - General8 stocks

11.3%

3Medical Devices6 stocks

8.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EVOMMUNE INC EVOMMUNE INC589.0K shares0.00%2026-03-312026-05-15

CTNM CONTINEUM THERAPEUTICS727.6K shares-9.14%2026-03-312026-05-15

SI SHOULDER INNOVATIONS430.4K shares-12.60%2026-03-312026-05-15

LLY ELI LILLY & CO6.4K shares-12.67%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON18.2K shares-10.26%2026-03-312026-05-15

GILD GILEAD SCIENCES INC27.5K shares53.70%2026-03-312026-05-15

UNH UNITEDHEALTH GRP INC15.0K shares10.02%2026-03-312026-05-15

AMGN AMGEN INC9.2K shares-29.53%2026-03-312026-05-15

Sponsored

VRTX VERTEX PHARMA7.0K shares-12.47%2026-03-312026-05-15

INSM INSMED INC19.7K shares75.89%2026-03-312026-05-15

ARGX ARGENX SE3.6K shares23.15%2026-03-312026-05-15

ABBV ABBVIE INC12.2K shares-27.38%2026-03-312026-05-15

ABT ABBOTT LABS25.6K shares8.85%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC21.5K shares0.37%2026-03-312026-05-15

REGN REGENERON PHARMCTCLS2.9K shares-21.43%2026-03-312026-05-15

ISRG INTUITIVE SURGIC INC5.3K shares8.25%2026-03-312026-05-15

Sponsored

BSX BOSTON SCIENTIFIC34.8K shares25.90%2026-03-312026-05-15

BNTX BIONTECH SE22.2K shares28.73%2026-03-312026-05-15

SYK STRYKER CORP5.9K shares-10.32%2026-03-312026-05-15

DHR DANAHER CORP9.6K shares-9.25%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC3.5K shares-10.05%2026-03-312026-05-15

DXCM DEXCOM INC23.2K shares-19.06%2026-03-312026-05-15

IQV IQVIA HOLDINGS INC8.3K sharesnew addition2026-03-312026-05-15

SMMT SUMMIT THERAPEUTICS69.6K shares-12.57%2026-03-312026-05-15

Sponsored

EW EDWARDS LIFESCIENCES17.3K shares0.51%2026-03-312026-05-15

BMY BRISTOL MYERS SQUIBB21.1K sharesnew addition2026-03-312026-05-15

UTHR UNITED THERAPEUTICS1.7K shares-0.75%2026-03-312026-05-15

VERA VERA THERAPEUTICS25.6K shares-30.62%2026-03-312026-05-15

RCUS ARCUS BIOSCIENCES45.1K shares-20.85%2026-03-312026-05-15

ROIV ROIVANT SCIENCES LTD32.5K shares-28.33%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC11.1K sharesnew addition2026-03-312026-05-15

TRVI TREVI THERAPEUTICS74.4K shares-11.64%2026-03-312026-05-15

Sponsored

COGT COGENT BIOSCIENCES22.1K shares-32.26%2026-03-312026-05-15

MLYS MINERALYS THERAPEUTICS31.6K shares-0.02%2026-03-312026-05-15

ALNY ALNYLAM PHARMACUETCL2.3K shares-22.74%2026-03-312026-05-15

TARS TARSUS PHARMACEUTICALS11.3K shares-23.53%2026-03-312026-05-15

RAPP RAPPORT THERAPEUTICS25.4K shares-34.69%2026-03-312026-05-15

NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS10.9K shares-19.53%2026-03-312026-05-15

SNDX SYNDAX PHARMACEUTICS31.7K shares-48.24%2026-03-312026-05-15

ARDX ARDELYX INC122.4K sharesnew addition2026-03-312026-05-15

Sponsored

PFE PFIZER INC27.5K shares1.29%2026-03-312026-05-15

BOLD BOUNDLESS BIO678.6K shares0.00%2026-03-312026-05-15

ASND ASCENDIS PHARMA A S2.8K shares-13.95%2026-03-312026-05-15

AVBP ARRIVENT BIOPHARMA30.0K shares-21.54%2026-03-312026-05-15

GPCR STRUCTURE THERAPEUTICS14.1K shares-40.93%2026-03-312026-05-15

IMTX IMMATICS NV66.8K shares6.05%2026-03-312026-05-15

BBIO BRIDGEBIO PHARMA8.1K shares-27.48%2026-03-312026-05-15

SPRY ARS PHARMACEUTICALS79.2K shares165.58%2026-03-312026-05-15

Sponsored

ONC BEONE MEDICINES LTD1.9K shares-29.83%2026-03-312026-05-15

TECX TECTONIC THERAPEUTIC19.1K shares-54.90%2026-03-312026-05-15

IONS IONIS PHARMACEUTICAL7.2K shares-13.93%2026-03-312026-05-15

BMRN BIOMARIN PHARMAC9.4K shares-13.14%2026-03-312026-05-15

KURA KURA ONCOLOGY INC71.5K shares32.10%2026-03-312026-05-15

PRVA PRIVIA HEALTH GROUP27.1K shares4.37%2026-03-312026-05-15

CYTK CYTOKINETICS INC7.3K shares23.88%2026-03-312026-05-15

PTCT PTC THERAPEUTICS INC6.7K shares-13.80%2026-03-312026-05-15

Sponsored

QURE UNIQURE N.V.29.2K shares-4.38%2026-03-312026-05-15

AGOMAB THERAPEUTICS AGOMAB THERAPEUTICS43.5K sharesnew addition2026-03-312026-05-15

ALHC ALIGNMENT HEALTH26.9K shares-14.57%2026-03-312026-05-15

HNGE HINGE HEALTH INC12.2K shares-13.81%2026-03-312026-05-15

RDNT RADNET INC8.0K shares-27.28%2026-03-312026-05-15

RPRX ROYALTY PHARMA PLC7.2K shares-14.99%2026-03-312026-05-15

BIIB BIOGEN INC1.9K shares-14.15%2026-03-312026-05-15

INSP INSPIRE MED SYS INC7.2K shares0.35%2026-03-312026-05-15

Sponsored

JAZZ JAZZ PHARMA PLC1.8K shares-14.59%2026-03-312026-05-15

NBIX NEUROCRINE BIOSCIENCES2.3K shares-14.02%2026-03-312026-05-15

ORIC ORIC PHARMACEUTICALS23.5K shares4.54%2026-03-312026-05-15

OMDA OMADA HEALTH INC25.6K shares-29.81%2026-03-312026-05-15

ABVX ABIVAX SA2.3K sharesnew addition2026-03-312026-05-15

ILMN ILLUMINA INC2.1K shares-13.75%2026-03-312026-05-15

AXSM AXSOME THERAPEUTIC1.5K shares-13.79%2026-03-312026-05-15

INCY INCYTE CORPORATION2.4K shares-14.55%2026-03-312026-05-15

Sponsored

MRNA MODERNA INC4.3K shares-13.09%2026-03-312026-05-15

MEDP MEDPACE HOLDINGS430 sharesnew addition2026-03-312026-05-15

GH GUARDANT HEALTH INC2.0K sharesnew addition2026-03-312026-05-15

RVMD REVOLUTION MEDICINES1.8K sharesnew addition2026-03-312026-05-15

PALISADE BIO INC PALISADE BIO INC88.0K sharesnew addition2026-03-312026-05-15

EVOMMUNE INC

0.00%

Shares589.0K

Event2026-03-31

Filed2026-05-15

CTNM

CONTINEUM THERAPEUTICS

-9.14%

Shares727.6K

Event2026-03-31

Filed2026-05-15

SHOULDER INNOVATIONS

-12.60%

Shares430.4K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-12.67%

Shares6.4K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-10.26%

Shares18.2K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

53.70%

Shares27.5K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GRP INC

10.02%

Shares15.0K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-29.53%

Shares9.2K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMA

-12.47%

Shares7.0K

Event2026-03-31

Filed2026-05-15

INSM

INSMED INC

75.89%

Shares19.7K

Event2026-03-31

Filed2026-05-15

ARGX

ARGENX SE

23.15%

Shares3.6K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-27.38%

Shares12.2K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABS

8.85%

Shares25.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

0.37%

Shares21.5K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMCTCLS

-21.43%

Shares2.9K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGIC INC

8.25%

Shares5.3K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC

25.90%

Shares34.8K

Event2026-03-31

Filed2026-05-15

BNTX

BIONTECH SE

28.73%

Shares22.2K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORP

-10.32%

Shares5.9K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP

-9.25%

Shares9.6K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC

-10.05%

Shares3.5K

Event2026-03-31

Filed2026-05-15

DXCM

DEXCOM INC

-19.06%

Shares23.2K

Event2026-03-31

Filed2026-05-15

IQV

IQVIA HOLDINGS INC

New

Shares8.3K

Event2026-03-31

Filed2026-05-15

SMMT

SUMMIT THERAPEUTICS

-12.57%

Shares69.6K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES

0.51%

Shares17.3K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL MYERS SQUIBB

New

Shares21.1K

Event2026-03-31

Filed2026-05-15

UTHR

UNITED THERAPEUTICS

-0.75%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VERA

VERA THERAPEUTICS

-30.62%

Shares25.6K

Event2026-03-31

Filed2026-05-15

RCUS

ARCUS BIOSCIENCES

-20.85%

Shares45.1K

Event2026-03-31

Filed2026-05-15

ROIV

ROIVANT SCIENCES LTD

-28.33%

Shares32.5K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

New

Shares11.1K

Event2026-03-31

Filed2026-05-15

TRVI

TREVI THERAPEUTICS

-11.64%

Shares74.4K

Event2026-03-31

Filed2026-05-15

COGT

COGENT BIOSCIENCES

-32.26%

Shares22.1K

Event2026-03-31

Filed2026-05-15

MLYS

MINERALYS THERAPEUTICS

-0.02%

Shares31.6K

Event2026-03-31

Filed2026-05-15

ALNY

ALNYLAM PHARMACUETCL

-22.74%

Shares2.3K

Event2026-03-31

Filed2026-05-15

TARS

TARSUS PHARMACEUTICALS

-23.53%

Shares11.3K

Event2026-03-31

Filed2026-05-15

RAPP

RAPPORT THERAPEUTICS

-34.69%

Shares25.4K

Event2026-03-31

Filed2026-05-15

NEKTAR THERAPEUTICS

-19.53%

Shares10.9K

Event2026-03-31

Filed2026-05-15

SNDX

SYNDAX PHARMACEUTICS

-48.24%

Shares31.7K

Event2026-03-31

Filed2026-05-15

ARDX

ARDELYX INC

New

Shares122.4K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

1.29%

Shares27.5K

Event2026-03-31

Filed2026-05-15

BOLD

BOUNDLESS BIO

0.00%

Shares678.6K

Event2026-03-31

Filed2026-05-15

ASND

ASCENDIS PHARMA A S

-13.95%

Shares2.8K

Event2026-03-31

Filed2026-05-15

AVBP

ARRIVENT BIOPHARMA

-21.54%

Shares30.0K

Event2026-03-31

Filed2026-05-15

GPCR

STRUCTURE THERAPEUTICS

-40.93%

Shares14.1K

Event2026-03-31

Filed2026-05-15

IMTX

IMMATICS NV

6.05%

Shares66.8K

Event2026-03-31

Filed2026-05-15

BBIO

BRIDGEBIO PHARMA

-27.48%

Shares8.1K

Event2026-03-31

Filed2026-05-15

SPRY

ARS PHARMACEUTICALS

165.58%

Shares79.2K

Event2026-03-31

Filed2026-05-15

ONC

BEONE MEDICINES LTD

-29.83%

Shares1.9K

Event2026-03-31

Filed2026-05-15

TECX

TECTONIC THERAPEUTIC

-54.90%

Shares19.1K

Event2026-03-31

Filed2026-05-15

IONS

IONIS PHARMACEUTICAL

-13.93%

Shares7.2K

Event2026-03-31

Filed2026-05-15

BMRN

BIOMARIN PHARMAC

-13.14%

Shares9.4K

Event2026-03-31

Filed2026-05-15

KURA

KURA ONCOLOGY INC

32.10%

Shares71.5K

Event2026-03-31

Filed2026-05-15

PRVA

PRIVIA HEALTH GROUP

4.37%

Shares27.1K

Event2026-03-31

Filed2026-05-15

CYTK

CYTOKINETICS INC

23.88%

Shares7.3K

Event2026-03-31

Filed2026-05-15

PTCT

PTC THERAPEUTICS INC

-13.80%

Shares6.7K

Event2026-03-31

Filed2026-05-15

QURE

UNIQURE N.V.

-4.38%

Shares29.2K

Event2026-03-31

Filed2026-05-15

AGOMAB THERAPEUTICS

New

Shares43.5K

Event2026-03-31

Filed2026-05-15

ALHC

ALIGNMENT HEALTH

-14.57%

Shares26.9K

Event2026-03-31

Filed2026-05-15

HNGE

HINGE HEALTH INC

-13.81%

Shares12.2K

Event2026-03-31

Filed2026-05-15

RDNT

RADNET INC

-27.28%

Shares8.0K

Event2026-03-31

Filed2026-05-15

RPRX

ROYALTY PHARMA PLC

-14.99%

Shares7.2K

Event2026-03-31

Filed2026-05-15

BIIB

BIOGEN INC

-14.15%

Shares1.9K

Event2026-03-31

Filed2026-05-15

INSP

INSPIRE MED SYS INC

0.35%

Shares7.2K

Event2026-03-31

Filed2026-05-15

JAZZ

JAZZ PHARMA PLC

-14.59%

Shares1.8K

Event2026-03-31

Filed2026-05-15

NBIX

NEUROCRINE BIOSCIENCES

-14.02%

Shares2.3K

Event2026-03-31

Filed2026-05-15

ORIC

ORIC PHARMACEUTICALS

4.54%

Shares23.5K

Event2026-03-31

Filed2026-05-15

OMDA

OMADA HEALTH INC

-29.81%

Shares25.6K

Event2026-03-31

Filed2026-05-15

ABVX

ABIVAX SA

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

-13.75%

Shares2.1K

Event2026-03-31

Filed2026-05-15

AXSM

AXSOME THERAPEUTIC

-13.79%

Shares1.5K

Event2026-03-31

Filed2026-05-15

INCY

INCYTE CORPORATION

-14.55%

Shares2.4K

Event2026-03-31

Filed2026-05-15

MRNA

MODERNA INC

-13.09%

Shares4.3K

Event2026-03-31

Filed2026-05-15

MEDP

MEDPACE HOLDINGS

New

Shares430

Event2026-03-31

Filed2026-05-15

GUARDANT HEALTH INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

RVMD

REVOLUTION MEDICINES

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

PALISADE BIO INC

New

Shares88.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available