Sector Gamma As Top Holdings and 13F Report (2023) About Sector Gamma AsInvestment ActivitySector Gamma As has $460.97 million in total holdings as of December 31, 2022.Sector Gamma As owns shares of 40 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 21.75% of the portfolio was purchased this quarter.About 19.35% of the portfolio was sold this quarter.This quarter, Sector Gamma As has purchased 42 new stocks and bought additional shares in 19 stocks.Sector Gamma As sold shares of 11 stocks and completely divested from 9 stocks this quarter.Largest Holdings Bristol Myers Squibb $41,838,746Merck & Co., Inc. $27,885,528Medtronic $27,571,147Pfizer $24,181,497Incyte $19,356,560 Largest New Holdings this Quarter 883556102 - Thermo Fisher Scientific $16,837,674 Holding75886F107 - Regeneron Pharmaceuticals $9,839,461 HoldingK08588103 - ASCENDIS PHARMA A/S $5,682,470 Holding101137107 - Boston Scientific $5,169,743 Holding89422G107 - Travere Therapeutics $4,544,800 Holding Largest Purchases this Quarter Thermo Fisher Scientific 33,584 shares (about $16.84M)Regeneron Pharmaceuticals 15,780 shares (about $9.84M)IQVIA 37,714 shares (about $7.29M)ASCENDIS PHARMA A/S 21,305 shares (about $5.68M)Medtronic 71,755 shares (about $5.61M) Largest Sales this Quarter Biogen 35,933 shares (about $7.76M)Amgen 20,874 shares (about $7.56M)Bruker 101,658 shares (about $6.12M)Bristol Myers Squibb 101,786 shares (about $5.86M)Merck & Co., Inc. 43,332 shares (about $5.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSector Gamma As Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBMYBristol Myers Squibb$41,838,746$5,864,909 â–¼-12.3%726,1159.1%HealthcareMRKMerck & Co., Inc.$27,885,528$5,568,162 â–¼-16.6%217,0086.0%HealthcareMDTMedtronic$27,571,147$5,613,394 â–²25.6%352,4376.0%HealthcarePFEPfizer$24,181,497$2,099,054 â–¼-8.0%1,004,2155.2%HealthcareINCYIncyte$19,356,560$3,373,254 â–¼-14.8%170,7534.2%HealthcareELVElevance Health$17,209,098$207,674 â–²1.2%44,4993.7%HealthcareBMRNBioMarin Pharmaceutical$16,875,208$3,147,100 â–²22.9%294,9183.7%HealthcareTMOThermo Fisher Scientific$16,837,674$16,837,674 â–²New Holding33,5843.7%HealthcareCVSCVS Health$16,069,613$2,069,000 â–²14.8%155,3373.5%HealthcareIQVIQVIA$15,060,340$7,287,099 â–²93.7%77,9443.3%HealthcareIONSIonis Pharmaceuticals$15,022,918$1,585,800 â–²11.8%189,4683.3%HealthcareBDXBecton, Dickinson and Company$14,099,113$1,596,985 â–²12.8%93,1683.1%HealthcareABTAbbott Laboratories$13,379,069$5,436,415 â–²68.4%147,4442.9%HealthcareGEHCGE HealthCare Technologies$13,305,311$5,213,295 â–²64.4%207,8632.9%HealthcareZBHZimmer Biomet$12,251,210$1,164,626 â–¼-8.7%142,3072.7%HealthcareBIIBBiogen$11,702,458$7,763,684 â–¼-39.9%54,1632.5%HealthcareQIAGEN NV$11,246,724$4,898,018 â–²77.1%287,6402.4%ORD SHARESCNCCentene$10,424,7770.0%162,4052.3%HealthcareREGNRegeneron Pharmaceuticals$9,839,461$9,839,461 â–²New Holding15,7802.1%HealthcareBIOBio-Rad Laboratories$9,791,894$2,818,656 â–²40.4%33,3502.1%HealthcareCAHCardinal Health$9,666,079$3,375,253 â–¼-25.9%40,6892.1%HealthcareAMGNAmgen$9,516,876$7,558,893 â–¼-44.3%26,2812.1%HealthcareBRKRBruker$9,168,543$6,117,778 â–¼-40.0%152,3522.0%HealthcareAVTRAvantor$8,970,271$2,085,781 â–²30.3%906,0881.9%HealthcarePTCTPTC Therapeutics$8,157,000$2,039,250 â–²33.3%100,0001.8%HealthcareLABCORP HOLDINGS INC$7,285,320$1,960,000 â–²36.8%26,0191.6%COM SHSDXCMDexCom$6,877,917$3,098,100 â–²82.0%102,1221.5%HealthcareASCENDIS PHARMA A/S$5,682,470$5,682,470 â–²New Holding21,3051.2%ORD SHSEWEdwards Lifesciences$5,463,9650.0%60,4021.2%HealthcareSNDXSyndax Pharmaceuticals$5,284,415$967,699 â–¼-15.5%241,7391.1%HealthcareBSXBoston Scientific$5,169,743$5,169,743 â–²New Holding121,1281.1%HealthcareKURAKura Oncology$4,750,142$232,586 â–²5.1%433,0121.0%HealthcareTVTXTravere Therapeutics$4,544,800$4,544,800 â–²New Holding80,0001.0%HealthcareCRNXCrinetics Pharmaceuticals$4,289,380$764,603 â–²21.7%114,6280.9%HealthcareTNDMTandem Diabetes Care$4,030,4030.0%267,0910.9%HealthcareIOVAIovance Biotherapeutics$4,028,819$284,819 â–²7.6%968,4660.9%HealthcareCYTKCytokinetics$3,833,550$3,833,550 â–²New Holding45,0000.8%HealthcareOGNOrganon & Co.$3,666,375$1,424,313 â–¼-28.0%270,7810.8%HealthcareARDXArdelyx$3,502,904$870,636 â–²33.1%686,8440.8%HealthcareNTLAIntellia Therapeutics$3,133,195$3,133,195 â–²New Holding185,1770.7%HealthcareUNHUnitedHealth Group$0$9,858,947 â–¼-100.0%00.0%HealthcareGILDGilead Sciences$0$7,421,034 â–¼-100.0%00.0%HealthcareLNTHLantheus$0$7,080,142 â–¼-100.0%00.0%HealthcareASNDAscendis Pharma A/S$0$4,873,093 â–¼-100.0%00.0%HealthcareHUMHumana$0$3,329,435 â–¼-100.0%00.0%HealthcareBBIOBridgeBio Pharma$0$3,286,970 â–¼-100.0%00.0%HealthcareDNLIDenali Therapeutics$0$3,124,032 â–¼-100.0%00.0%HealthcareCOGTCogent Biosciences$0$3,079,200 â–¼-100.0%00.0%HealthcareARWRArrowhead Pharmaceuticals$0$1,881,000 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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