Sectoral Asset Management Inc Top Holdings and 13F Report (2025)

About Sectoral Asset Management Inc

Investment Activity

Sectoral Asset Management Inc has $128.48 million in total holdings as of March 31, 2025.
Sectoral Asset Management Inc owns shares of 84 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 11.53% of the portfolio was purchased this quarter.
About 21.80% of the portfolio was sold this quarter.
This quarter, Sectoral Asset Management Inc has purchased 86 new stocks and bought additional shares in 31 stocks.
Sectoral Asset Management Inc sold shares of 37 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

LENZ THERAPEUTICS INC: $25,124,969
Eli Lilly and Company: $7,776,769
UnitedHealth Group: $6,753,756
Mineralys Therapeutics: $5,883,746
CONTINEUM THERAPEUTICS INC: $5,589,493

Largest New Holdings this Quarter

88033G407 - Tenet Healthcare: $1,210,500 Holding
252131107 - DexCom: $1,024,350 Holding
750491102 - RadNet: $994,400 Holding
71944F106 - Phreesia: $869,040 Holding
126638105 - CVRx: $837,755 Holding

Largest Purchases this Quarter

Tenet Healthcare: 9,000 shares (about $1.21M)
Intuitive Surgical: 2,200 shares (about $1.09M)
DexCom: 15,000 shares (about $1.02M)
RadNet: 20,000 shares (about $994.40K)
SpringWorks Therapeutics: 19,825 shares (about $874.88K)

Largest Sales this Quarter

Eli Lilly and Company: 3,130 shares (about $2.59M)
Gilead Sciences: 19,290 shares (about $2.16M)
Bristol-Myers Squibb: 24,500 shares (about $1.49M)
Neurocrine Biosciences: 8,895 shares (about $983.79K)
UnitedHealth Group: 1,730 shares (about $906.09K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LENZ THERAPEUTICS INC	$25,124,969		0.0%	977,245	19.6%	COM
LLY Eli Lilly and Company	$7,776,769	$2,585,098 ▼	-24.9%	9,416	6.1%	Medical
UNH UnitedHealth Group	$6,753,756	$906,087 ▼	-11.8%	12,895	5.3%	Medical
MLYS Mineralys Therapeutics	$5,883,746	$164,676 ▼	-2.7%	370,513	4.6%	Medical
CONTINEUM THERAPEUTICS INC	$5,589,493		0.0%	800,787	4.4%	CL A
JNJ Johnson & Johnson	$3,615,312	$182,424 ▼	-4.8%	21,800	2.8%	Medical
GILD Gilead Sciences	$3,587,841	$2,161,445 ▼	-37.6%	32,020	2.8%	Medical
AMGN Amgen	$3,235,447	$674,506 ▼	-17.3%	10,385	2.5%	Medical
ABBV AbbVie	$3,100,896	$838,080 ▼	-21.3%	14,800	2.4%	Medical
ISRG Intuitive Surgical	$2,600,168	$1,089,594 ▲	72.1%	5,250	2.0%	Medical
ABT Abbott Laboratories	$2,480,290	$756,105 ▼	-23.4%	18,698	1.9%	Medical
BSX Boston Scientific	$2,443,919	$837,304 ▼	-25.5%	24,226	1.9%	Medical
MRK Merck & Co., Inc.	$2,414,544	$215,424 ▲	9.8%	26,900	1.9%	Medical
VRTX Vertex Pharmaceuticals	$2,290,775	$511,485 ▲	28.7%	4,725	1.8%	Medical
SYK Stryker	$2,270,725	$111,675 ▼	-4.7%	6,100	1.8%	Medical
DHR Danaher	$2,167,875	$676,500 ▲	45.4%	10,575	1.7%	Medical
MDT Medtronic	$2,143,161	$224,650 ▼	-9.5%	23,850	1.7%	Medical
ARGX argenx	$1,836,557	$193,540 ▼	-9.5%	3,103	1.4%	Medical
REGN Regeneron Pharmaceuticals	$1,758,720	$397,662 ▼	-18.4%	2,773	1.4%	Medical
BMRN BioMarin Pharmaceutical	$1,663,336	$414,950 ▼	-20.0%	23,530	1.3%	Medical
TMO Thermo Fisher Scientific	$1,617,200	$746,400 ▼	-31.6%	3,250	1.3%	Medical
BNTX BioNTech	$1,563,956	$161,632 ▼	-9.4%	17,175	1.2%	Medical
PFE Pfizer	$1,511,531	$456,120 ▼	-23.2%	59,650	1.2%	Medical
ALNY Alnylam Pharmaceuticals	$1,405,454	$835,712 ▼	-37.3%	5,205	1.1%	Medical
AZN AstraZeneca	$1,381,065	$304,290 ▲	28.3%	18,790	1.1%	Medical
SMMT Summit Therapeutics	$1,335,640	$756,940 ▲	130.8%	69,240	1.0%	Medical
SPRY ARS Pharmaceuticals	$1,260,579	$72,989 ▼	-5.5%	100,205	1.0%	Medical
LEGN Legend Biotech	$1,220,292	$209,178 ▲	20.7%	35,965	0.9%	Medical
THC Tenet Healthcare	$1,210,500	$1,210,500 ▲	New Holding	9,000	0.9%	Medical
BMY Bristol-Myers Squibb	$1,189,305	$1,494,255 ▼	-55.7%	19,500	0.9%	Medical
INSM Insmed	$1,161,897	$599,563 ▲	106.6%	15,230	0.9%	Medical
SWTX SpringWorks Therapeutics	$1,117,592	$874,877 ▲	360.5%	25,325	0.9%	Medical
ZLAB Zai Lab	$1,081,309	$537,763 ▼	-33.2%	29,920	0.8%	Medical
BOUNDLESS BIO INC	$1,024,647		0.0%	678,574	0.8%	COM
DXCM DexCom	$1,024,350	$1,024,350 ▲	New Holding	15,000	0.8%	Medical
BPMC Blueprint Medicines	$994,410	$117,276 ▼	-10.5%	11,235	0.8%	Medical
RDNT RadNet	$994,400	$994,400 ▲	New Holding	20,000	0.8%	Medical
TARS Tarsus Pharmaceuticals	$886,133	$156,679 ▼	-15.0%	17,250	0.7%	Medical
FOLD Amicus Therapeutics	$877,894	$228,766 ▼	-20.7%	107,585	0.7%	Medical
PHR Phreesia	$869,040	$869,040 ▲	New Holding	34,000	0.7%	Medical
CVRX CVRx	$837,755	$837,755 ▲	New Holding	68,500	0.7%	Medical
BGNE BeiGene	$796,642	$249,580 ▲	45.6%	2,927	0.6%	Medical
PCVX Vaxcyte	$794,470	$78,918 ▲	11.0%	21,040	0.6%	Medical
CYTK Cytokinetics	$726,153	$258,502 ▼	-26.3%	18,068	0.6%	Medical
ICLR ICON Public	$699,960	$699,960 ▲	New Holding	4,000	0.5%	Medical
VERA Vera Therapeutics	$680,919	$544,005 ▲	397.3%	28,348	0.5%	Medical
CLOV Clover Health Investments	$656,970	$330,280 ▼	-33.5%	183,000	0.5%	Medical
ELV Elevance Health	$652,440	$652,440 ▲	New Holding	1,500	0.5%	Medical
QURE uniQure	$610,030	$147,870 ▼	-19.5%	57,550	0.5%	Medical
MLTX MoonLake Immunotherapeutics	$590,270	$335,182 ▼	-36.2%	15,108	0.5%	Medical
GPCR Structure Therapeutics	$583,260	$269,257 ▼	-31.6%	33,695	0.5%	Medical
BBIO BridgeBio Pharma	$556,058	$158,503 ▲	39.9%	16,085	0.4%	Medical
TRVI Trevi Therapeutics	$514,522	$514,522 ▲	New Holding	81,800	0.4%	Medical
ROIV Roivant Sciences	$493,472	$145,367 ▲	41.8%	48,907	0.4%	Medical
COGT Cogent Biosciences	$473,330	$31,268 ▲	7.1%	79,020	0.4%	Medical
PTCT PTC Therapeutics	$425,516	$129,948 ▲	44.0%	8,350	0.3%	Medical
BIIB Biogen	$390,678	$136,429 ▼	-25.9%	2,855	0.3%	Medical
INCY Incyte	$372,080	$220,705 ▲	145.8%	6,145	0.3%	Medical
SGOV iShares 0-3 Month Treasury Bond ETF	$361,323	$444,078 ▼	-55.1%	3,589	0.3%	ETF
ASND Ascendis Pharma A/S	$325,903	$76,527 ▲	30.7%	2,091	0.3%	Medical
NBIX Neurocrine Biosciences	$321,293	$983,787 ▼	-75.4%	2,905	0.3%	Medical
RCKT Rocket Pharmaceuticals	$296,035	$28,014 ▲	10.5%	44,383	0.2%	Medical
ILMN Illumina	$292,130	$54,586 ▼	-15.7%	3,682	0.2%	Medical
RPRX Royalty Pharma	$288,886	$64,750 ▲	28.9%	9,280	0.2%	Finance
IONS Ionis Pharmaceuticals	$284,805	$67,581 ▲	31.1%	9,440	0.2%	Medical
JAZZ Jazz Pharmaceuticals	$282,317	$65,055 ▲	29.9%	2,274	0.2%	Medical
MDGL Madrigal Pharmaceuticals	$241,798	$52,997 ▲	28.1%	730	0.2%	Medical
UTHR United Therapeutics	$235,827	$52,406 ▲	28.6%	765	0.2%	Medical
RVMD Revolution Medicines	$220,646	$47,382 ▲	27.3%	6,240	0.2%	Medical
RCUS Arcus Biosciences	$210,930	$335,054 ▼	-61.4%	26,870	0.2%	Medical
NVO Novo Nordisk A/S	$197,904	$45,136 ▲	29.5%	2,850	0.2%	Medical
CRNX Crinetics Pharmaceuticals	$191,513	$43,937 ▲	29.8%	5,710	0.1%	Medical
ARRIVENT BIOPHARMA INC	$186,564	$186,564 ▲	New Holding	10,090	0.1%	COM
VTRS Viatris	$172,458	$36,582 ▲	26.9%	19,800	0.1%	Medical
MEDP Medpace	$161,790	$91,102 ▼	-36.0%	531	0.1%	Medical
MRNA Moderna	$158,760	$35,438 ▲	28.7%	5,600	0.1%	Medical
AXSM Axsome Therapeutics	$118,963	$23,326 ▲	24.4%	1,020	0.1%	Medical
ORIC ORIC Pharmaceuticals	$111,600	$111,600 ▲	New Holding	20,000	0.1%	Medical
TEMPUS AI INC	$104,198	$104,198 ▲	New Holding	2,160	0.1%	CL A
IOBT IO Biotech	$103,550	$21,800 ▲	26.7%	95,000	0.1%	Medical
ARVN Arvinas	$90,769	$120,885 ▼	-57.1%	12,930	0.1%	Medical
CRSP CRISPR Therapeutics	$86,436	$86,436 ▲	New Holding	2,540	0.1%	Medical
RXRX Recursion Pharmaceuticals	$60,835	$60,835 ▲	New Holding	11,500	0.0%	Medical
ENGENE HOLDINGS INC	$52,416	$301,141 ▼	-85.2%	11,700	0.0%	COM
SRPT Sarepta Therapeutics	$0	$1,339,922 ▼	-100.0%	0	0.0%	Medical
HCAT Health Catalyst	$0	$1,131,200 ▼	-100.0%	0	0.0%	Medical
PRVA Privia Health Group	$0	$1,016,600 ▼	-100.0%	0	0.0%	Medical
CVS CVS Health	$0	$987,580 ▼	-100.0%	0	0.0%	Medical
NARI Inari Medical	$0	$773,561 ▼	-100.0%	0	0.0%	Medical
CI The Cigna Group	$0	$621,315 ▼	-100.0%	0	0.0%	Medical
IOVA Iovance Biotherapeutics	$0	$603,100 ▼	-100.0%	0	0.0%	Medical
EW Edwards Lifesciences	$0	$581,136 ▼	-100.0%	0	0.0%	Medical
ITCI Intra-Cellular Therapies	$0	$409,248 ▼	-100.0%	0	0.0%	Medical
HUM Humana	$0	$401,116 ▼	-100.0%	0	0.0%	Medical
OLMA Olema Pharmaceuticals	$0	$359,420 ▼	-100.0%	0	0.0%	Medical
TURNSTONE BIOLOGICS	$0	$257,219 ▼	-100.0%	0	0.0%	COM
GERN Geron	$0	$224,790 ▼	-100.0%	0	0.0%	Medical
CARGO THERAPEUTICS	$0	$122,570 ▼	-100.0%	0	0.0%	COM
EXEL Exelixis	$0	$116,550 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Sectoral Asset Management Inc Top Holdings and 13F Report (2025)

About Sectoral Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Sectoral Asset Management Inc Top Holdings and 13F Report (2025)

About Sectoral Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSectoral Asset Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools