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

About Sectoral Asset Management Inc

Investment Activity

  • Sectoral Asset Management Inc has $151.46 million in total holdings as of June 30, 2025.
  • Sectoral Asset Management Inc owns shares of 94 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 30.14% of the portfolio was purchased this quarter.
  • About 12.36% of the portfolio was sold this quarter.
  • This quarter, Sectoral Asset Management Inc has purchased 84 new stocks and bought additional shares in 23 stocks.
  • Sectoral Asset Management Inc sold shares of 25 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

LENZ THERAPEUTICS
$28,643,051
CONTINEUM THERAPEUTI
$3,179,124

Largest New Holdings this Quarter

55287L101 - MBX BIOSCIENCES INC
$2,188,723 Holding
697947109 - PALVELLA THERAPEUTIC
$2,155,162 Holding
76029N106 - Replimune Group
$2,152,029 Holding
83422E204 - Solid Biosciences
$2,053,095 Holding
75383L102 - RAPPORT THERAPEUTICS
$2,045,008 Holding

Largest Purchases this Quarter

MBX BIOSCIENCES INC
191,825 shares (about $2.19M)
PALVELLA THERAPEUTIC
95,615 shares (about $2.16M)
Replimune Group
231,650 shares (about $2.15M)
Oric Pharmaceuticals
211,485 shares (about $2.15M)
Solid Biosciences
421,580 shares (about $2.05M)

Largest Sales this Quarter

Gilead Sciences
12,330 shares (about $1.37M)
Stryker
2,200 shares (about $871.68K)
Alnylam Pharmaceuticals
1,882 shares (about $613.70K)
ARS Pharmaceuticals
34,420 shares (about $600.63K)
Legend Biotech
16,338 shares (about $579.84K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSectoral Asset Management Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
LENZ THERAPEUTICS
$28,643,0510.0%977,24518.9%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,997,061$342,993 -4.7%8,9764.6%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,223,938$1,201,085 29.9%16,7453.4%Medical
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$5,174,075$161,034 3.2%382,4153.4%Medical
CONTINEUM THERAPEUTI
$3,179,1240.0%800,7872.1%CL A
Amgen Inc. stock logo
AMGN
Amgen
$3,146,697$247,101 8.5%11,2702.1%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$3,091,914$988,344 47.0%6,9452.0%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,948,075$381,875 -11.5%19,3001.9%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,852,9030.0%5,2501.9%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$2,747,1760.0%14,8001.8%Medical
Oric Pharmaceuticals, Inc. stock logo
ORIC
Oric Pharmaceuticals
$2,349,573$2,146,573 1,057.4%231,4851.6%Medical
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$2,269,144$332,971 -12.8%21,1261.5%Medical
argenex SE stock logo
ARGX
argenex
$2,251,734$541,298 31.6%4,0851.5%Medical
MBX BIOSCIENCES INC
$2,188,723$2,188,723 New Holding191,8251.4%COM
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$2,183,030$1,367,027 -38.5%19,6901.4%Medical
PALVELLA THERAPEUTIC
$2,155,162$2,155,162 New Holding95,6151.4%COM
Replimune Group, Inc. stock logo
REPL
Replimune Group
$2,152,029$2,152,029 New Holding231,6501.4%Medical
Arcus Biosciences, Inc. stock logo
RCUS
Arcus Biosciences
$2,094,178$1,875,456 857.5%257,2701.4%Medical
Danaher Corporation stock logo
DHR
Danaher
$2,091,3540.0%10,5751.4%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,067,080$476,035 -18.7%15,1981.4%Medical
Solid Biosciences Inc. stock logo
SLDB
Solid Biosciences
$2,053,095$2,053,095 New Holding421,5801.4%Medical
RAPPORT THERAPEUTICS
$2,045,008$2,045,008 New Holding179,8601.4%COM
ZENAS BIOPHARMA INC
$2,040,956$2,040,956 New Holding210,6251.3%COM
Ventyx Biosciences, Inc. stock logo
VTYX
Ventyx Biosciences
$1,993,667$1,993,667 New Holding931,6201.3%Medical
TECTONIC THERAPEUTIC
$1,966,534$1,966,534 New Holding98,9701.3%COM
BICARA THERAPEUTICS
$1,870,960$1,870,960 New Holding201,3951.2%COM
Pfizer Inc. stock logo
PFE
Pfizer
$1,870,116$424,200 29.3%77,1501.2%Medical
BeiGene, Ltd. stock logo
BGNE
BeiGene
$1,867,812$1,159,273 163.6%7,7161.2%Medical
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$1,867,010$1,867,010 New Holding323,5721.2%Medical
TOURMALINE BIO INC
$1,862,995$1,862,995 New Holding116,5101.2%COM
AnaptysBio, Inc. stock logo
ANAB
AnaptysBio
$1,862,580$1,862,580 New Holding83,9001.2%Medical
INSTIL BIO INC
$1,795,963$1,795,963 New Holding86,2201.2%COM NEW
Immatics N.V. stock logo
IMTX
Immatics
$1,787,613$1,787,613 New Holding332,2701.2%Medical
BioNTech SE Sponsored ADR stock logo
BNTX
BioNTech
$1,720,555$108,067 -5.9%16,1601.1%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,666,294$478,362 -22.3%20,9001.1%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,582,468$263,745 20.0%3,9001.0%Medical
Stryker Corporation stock logo
SYK
Stryker
$1,545,250$871,679 -36.1%3,9001.0%Medical
Insmed, Inc. stock logo
INSM
Insmed
$1,497,523$35,224 -2.3%14,8801.0%Medical
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$1,455,8250.0%2,7731.0%Medical
Summit Therapeutics PLC stock logo
SMMT
Summit Therapeutics
$1,387,882$85,546 -5.8%65,2200.9%Medical
AstraZeneca PLC stock logo
AZN
AstraZeneca
$1,302,563$10,482 -0.8%18,6400.9%Medical
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$1,293,4440.0%23,5300.9%Medical
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$1,173,150$1,173,150 New Holding15,0000.8%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$1,152,228$157,122 -12.0%13,2000.8%Medical
ARS Pharmaceuticals, Inc. stock logo
SPRY
ARS Pharmaceuticals
$1,147,948$600,629 -34.3%65,7850.8%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$1,083,597$613,701 -36.2%3,3230.7%Medical
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$1,065,393$366,559 52.5%51,3690.7%Medical
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$975,808$307,929 46.1%41,4180.6%Medical
Merus N.V. stock logo
MRUS
Merus
$824,505$824,505 New Holding15,6750.5%Medical
Globus Medical, Inc. stock logo
GMED
Globus Medical
$796,770$796,770 New Holding13,5000.5%Medical
ARRIVENT BIOPHARMA
$774,577$554,918 252.6%35,5800.5%COM
uniQure N.V. stock logo
QURE
uniQure
$772,973$29,274 -3.6%55,4500.5%Medical
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$750,853$52,055 7.4%18,5350.5%Medical
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$733,801$286,355 64.0%134,1500.5%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$713,0980.0%15,1080.5%Medical
RadNet, Inc. stock logo
RDNT
RadNet
$711,375$426,825 -37.5%12,5000.5%Medical
Legend Biotech Corporation Sponsored ADR stock logo
LEGN
Legend Biotech
$696,562$579,835 -45.4%19,6270.5%Medical
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$694,5500.0%16,0850.5%Medical
BOUNDLESS BIO INC
$685,3600.0%678,5740.5%COM
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$685,222$68,760 11.2%119,5850.5%Medical
Centene Corporation stock logo
CNC
Centene
$678,500$678,500 New Holding12,5000.4%Medical
OMADA HEALTH INC
$631,350$631,350 New Holding34,5000.4%COM
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$599,095$238,188 66.0%3,4710.4%Medical
Cigna Group stock logo
CI
Cigna Group
$595,044$595,044 New Holding1,8000.4%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$592,805$592,805 New Holding63,3000.4%Medical
KESTRA MED TECHNOLOG
$580,300$580,300 New Holding35,0000.4%SHS
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$563,579$12,397 2.2%50,0070.4%Medical
Zai Lab Limited Unsponsored ADR stock logo
ZLAB
Zai Lab
$553,925$492,378 -47.1%15,8400.4%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$499,932$402,723 -44.6%10,8000.3%Medical
HINGE HEALTH INC
$476,411$476,411 New Holding9,2060.3%CL A
CVRx, Inc. stock logo
CVRX
CVRx
$432,180$29,400 7.3%73,5000.3%Medical
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$416,849$9,035 2.2%8,5350.3%Medical
Incyte Corporation stock logo
INCY
Incyte
$412,686$5,789 -1.4%6,0600.3%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$387,328$209,639 -35.1%11,7230.3%Medical
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$372,042$6,913 1.9%2,9600.2%Medical
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$367,660$367,660 New Holding10,3800.2%Medical
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$363,690$9,285 -2.5%9,2050.2%Medical
Royalty Pharma PLC stock logo
RPRX
Royalty Pharma
$334,3580.0%9,2800.2%Medical
Biogen Inc. stock logo
BIIB
Biogen
$298,276$60,283 -16.8%2,3750.2%Medical
Illumina, Inc. stock logo
ILMN
Illumina
$265,431$85,869 -24.4%2,7820.2%Medical
Jazz Pharmaceuticals PLC stock logo
JAZZ
Jazz Pharmaceuticals
$241,3170.0%2,2740.2%Medical
TEMPUS AI INC
$238,910$101,664 74.1%3,7600.2%CL A
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$229,5700.0%6,2400.2%Medical
CARIS LIFE SCIENCES
$223,112$223,112 New Holding8,3500.1%COM
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$220,9270.0%7300.1%Medical
United Therapeutics Corporation stock logo
UTHR
United Therapeutics
$219,8230.0%7650.1%Medical
Viatris Inc. stock logo
VTRS
Viatris
$176,8140.0%19,8000.1%Medical
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$166,6600.0%5310.1%Medical
IO Biotech, Inc. stock logo
IOBT
IO Biotech
$163,590$31,540 23.9%117,6910.1%Medical
Moderna, Inc. stock logo
MRNA
Moderna
$154,5040.0%5,6000.1%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$136,705$547,308 -80.0%4,2050.1%Medical
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$123,5460.0%2,5400.1%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$106,4780.0%1,0200.1%Medical
Recursion Pharmaceuticals, Inc. stock logo
RXRX
Recursion Pharmaceuticals
$58,1900.0%11,5000.0%Medical
Medtronic PLC stock logo
MDT
Medtronic
$0$2,143,161 -100.0%00.0%Medical
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$0$1,210,500 -100.0%00.0%Medical
SpringWorks Therapeutics stock logo
SWTX
SpringWorks Therapeutics
$0$1,117,592 -100.0%00.0%Medical
Blueprint Medicines Corporation stock logo
BPMC
Blueprint Medicines
$0$994,410 -100.0%00.0%Medical
Phreesia, Inc. stock logo
PHR
Phreesia
$0$869,040 -100.0%00.0%Medical
Icon Plc stock logo
ICLR
Icon
$0$699,960 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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