Holders — by stockHoldings — by fund
SECTORAL ASSET MANAGEMENT INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001274413
$143.3M
disclosed book value
82
positions
8.3%
largest position share
Positions, as of 2026-06-30
top 82 of 82 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CTNMCONTINEUM THERAPEUTICS | 727,587 | $11.9M | 8.3% |
| 2 | SISHOULDER INNOVATIONS | 430,407 | $8.7M | 6.1% |
| 3 | LLYELI LILLY & CO | 6,354 | $7.6M | 5.3% |
| 4 | UNHUNITEDHEALTH GRP INC | 13,235 | $5.5M | 3.8% |
| 5 | JNJJOHNSON & JOHNSON | 18,218 | $4.6M | 3.2% |
| 6 | ORKAORUKA THERAPEUTICS INC | 41,987 | $4.0M | 2.8% |
| 7 | BNTXBIONTECH SE | 41,869 | $3.9M | 2.7% |
| 8 | DFTXDEFINIUM THERAPEUTICS INC | 78,310 | $3.7M | 2.6% |
| 9 | DXCMDEXCOM INC | 50,756 | $3.4M | 2.4% |
| 10 | RCUSARCUS BIOSCIENCES | 110,870 | $3.4M | 2.4% |
| 11 | AMGNAMGEN INC | 9,210 | $3.3M | 2.3% |
| 12 | SMMTSUMMIT THERAPEUTICS | 220,180 | $3.2M | 2.2% |
| 13 | IRTCIRHYTHM HOLDINGS INC | 26,070 | $3.1M | 2.2% |
| 14 | ABBVABBVIE INC | 12,200 | $3.1M | 2.1% |
| 15 | MRKMERCK & CO INC | 21,480 | $2.8M | 1.9% |
| 16 | AVBPARRIVENT BIOPHARMA | 79,043 | $2.7M | 1.9% |
| 17 | VRTXVERTEX PHARMA | 5,432 | $2.7M | 1.9% |
| 18 | ARGXARGENX SE | 2,831 | $2.6M | 1.8% |
| 19 | GILDGILEAD SCIENCES INC | 20,620 | $2.6M | 1.8% |
| 20 | INSMINSMED INC | 23,216 | $2.5M | 1.7% |
| 21 | TECXTECTONIC THERAPEUTIC | 71,009 | $2.4M | 1.7% |
| 22 | ISRGINTUITIVE SURGIC INC | 5,850 | $2.3M | 1.6% |
| 23 | IMMATICS NV | 224,928 | $2.3M | 1.6% |
| 24 | SYKSTRYKER CORP | 7,129 | $2.2M | 1.6% |
| 25 | AVTXAVALO THERAPEUTICS INC | 119,923 | $2.2M | 1.5% |
| 26 | CRESCENT BIOPHARMA INC. | 121,300 | $2.2M | 1.5% |
| 27 | ROIVANT SCIENCES LTD | 61,100 | $2.2M | 1.5% |
| 28 | IQVIQVIA HOLDINGS INC | 10,848 | $2.1M | 1.5% |
| 29 | PLSEPULSE BIOSCIENCES INC | 67,895 | $1.9M | 1.3% |
| 30 | DHRDANAHER CORP | 9,597 | $1.8M | 1.3% |
| 31 | TMOTHERMO FISHER SCIENTIFIC | 3,508 | $1.8M | 1.2% |
| 32 | ABTABBOTT LABS | 18,080 | $1.6M | 1.1% |
| 33 | ATECALPHATEC HLDGS INC | 185,900 | $1.6M | 1.1% |
| 34 | BSXBOSTON SCIENTIFIC | 36,330 | $1.6M | 1.1% |
| 35 | TMDXTRANSMEDICS GROUP INC | 21,950 | $1.5M | 1% |
| 36 | CYTKCYTOKINETICS INC | 16,330 | $1.4M | 1% |
| 37 | REGNREGENERON PHARMCTCLS | 2,169 | $1.4M | 0.9% |
| 38 | CVSCVS HEALTH CORP | 13,000 | $1.3M | 0.9% |
| 39 | EWEDWARDS LIFESCIENCES | 14,826 | $1.3M | 0.9% |
| 40 | TRVITREVI THERAPEUTICS | 65,596 | $1.2M | 0.9% |
| 41 | BMYBRISTOL MYERS SQUIBB | 21,150 | $1.2M | 0.9% |
| 42 | VERAVERA THERAPEUTICS | 25,573 | $1.1M | 0.8% |
| 43 | COGTCOGENT BIOSCIENCES | 26,740 | $1.0M | 0.7% |
| 44 | MEDTRONIC PLC | 11,100 | $876,345 | 0.6% |
| 45 | TARSTARSUS PHARMACEUTICALS | 13,285 | $836,158 | 0.6% |
| 46 | KURAKURA ONCOLOGY INC | 71,480 | $784,136 | 0.5% |
| 47 | CNCCENTENE CORP DEL | 12,000 | $770,280 | 0.5% |
| 48 | UTHRUNITED THERAPEUTICS | 1,370 | $742,307 | 0.5% |
| 49 | HNGEHINGE HEALTH INC | 8,744 | $725,752 | 0.5% |
| 50 | NKTRNEKTAR THERAPEUTICS | 10,111 | $705,849 | 0.5% |
| 51 | ALNYALNYLAM PHARMACUETCL | 2,310 | $695,379 | 0.5% |
| 52 | ASCENDIS PHARMA A/S | 2,570 | $685,470 | 0.5% |
| 53 | PFEPFIZER INC | 27,500 | $662,200 | 0.5% |
| 54 | ARDXARDELYX INC | 122,394 | $624,209 | 0.4% |
| 55 | PRVAPRIVIA HEALTH GROUP | 24,136 | $621,019 | 0.4% |
| 56 | PTCTPTC THERAPEUTICS INC | 7,470 | $609,328 | 0.4% |
| 57 | IONSIONIS PHARMACEUTICAL | 7,200 | $570,888 | 0.4% |
| 58 | AGMBAGOMAB THERAPEUTICS | 43,500 | $564,630 | 0.4% |
| 59 | BMRNBIOMARIN PHARMAC | 9,450 | $540,729 | 0.4% |
| 60 | ONCBEONE MEDICINES LTD | 1,870 | $532,894 | 0.4% |
| 61 | HUMHUMANA INC | 1,250 | $497,299 | 0.3% |
| 62 | JAZZ PHARMA PLC | 1,750 | $421,698 | 0.3% |
| 63 | ROYALTY PHARMA PLC | 7,200 | $403,704 | 0.3% |
| 64 | BIIBBIOGEN INC | 1,850 | $399,711 | 0.3% |
| 65 | MLYSMINERALYS THERAPEUTICS | 14,565 | $392,964 | 0.3% |
| 66 | ILMNILLUMINA INC | 2,132 | $374,870 | 0.3% |
| 67 | AXSMAXSOME THERAPEUTIC | 1,500 | $367,155 | 0.3% |
| 68 | SNDXSYNDAX PHARMACEUTICS | 15,680 | $342,765 | 0.2% |
| 69 | RVMDREVOLUTION MEDICINES | 1,830 | $342,722 | 0.2% |
| 70 | ABVXABIVAX SA | 2,340 | $311,828 | 0.2% |
| 71 | BBIOBRIDGEBIO PHARMA | 4,100 | $305,368 | 0.2% |
| 72 | MRNAMODERNA INC | 4,350 | $304,631 | 0.2% |
| 73 | GHGUARDANT HEALTH INC | 1,980 | $297,059 | 0.2% |
| 74 | INCYINCYTE CORPORATION | 2,350 | $266,396 | 0.2% |
| 75 | ORICORIC PHARMACEUTICALS | 23,500 | $254,505 | 0.2% |
| 76 | SPRYARS PHARMACEUTICALS | 29,900 | $239,499 | 0.2% |
| 77 | GPCRSTRUCTURE THERAPEUTICS | 4,325 | $232,123 | 0.2% |
| 78 | MEDPMEDPACE HOLDINGS | 430 | $227,724 | 0.2% |
| 79 | TEMTEMPUS AI INC | 3,880 | $224,768 | 0.2% |
| 80 | CRBPORBUS PHARMACEUTICALS HLDGS | 20,000 | $187,600 | 0.1% |
| 81 | PALIPALISADE BIO INC | 88,000 | $183,920 | 0.1% |
| 82 | ENGNENGENE THERAPEUTICS INC | 21,700 | $37,541 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.