Sectoral Asset Management Inc Top Holdings and 13F Report (2025) About Sectoral Asset Management IncInvestment ActivitySectoral 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 $28,643,051Eli Lilly and Company $6,997,061UnitedHealth Group $5,223,938Mineralys Therapeutics $5,174,075CONTINEUM THERAPEUTI $3,179,124 Largest New Holdings this Quarter 55287L101 - MBX BIOSCIENCES INC $2,188,723 Holding697947109 - PALVELLA THERAPEUTIC $2,155,162 Holding76029N106 - Replimune Group $2,152,029 Holding83422E204 - Solid Biosciences $2,053,095 Holding75383L102 - 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 TimeMap of 500 Largest Holdings ofSectoral Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLENZ THERAPEUTICS$28,643,0510.0%977,24518.9%COMLLYEli Lilly and Company$6,997,061$342,993 ▼-4.7%8,9764.6%MedicalUNHUnitedHealth Group$5,223,938$1,201,085 ▲29.9%16,7453.4%MedicalMLYSMineralys Therapeutics$5,174,075$161,034 ▲3.2%382,4153.4%MedicalCONTINEUM THERAPEUTI$3,179,1240.0%800,7872.1%CL AAMGNAmgen$3,146,697$247,101 ▲8.5%11,2702.1%MedicalVRTXVertex Pharmaceuticals$3,091,914$988,344 ▲47.0%6,9452.0%MedicalJNJJohnson & Johnson$2,948,075$381,875 ▼-11.5%19,3001.9%MedicalISRGIntuitive Surgical$2,852,9030.0%5,2501.9%MedicalABBVAbbVie$2,747,1760.0%14,8001.8%MedicalORICOric Pharmaceuticals$2,349,573$2,146,573 ▲1,057.4%231,4851.6%MedicalBSXBoston Scientific$2,269,144$332,971 ▼-12.8%21,1261.5%MedicalARGXargenex$2,251,734$541,298 ▲31.6%4,0851.5%MedicalMBX BIOSCIENCES INC$2,188,723$2,188,723 ▲New Holding191,8251.4%COMGILDGilead Sciences$2,183,030$1,367,027 ▼-38.5%19,6901.4%MedicalPALVELLA THERAPEUTIC$2,155,162$2,155,162 ▲New Holding95,6151.4%COMREPLReplimune Group$2,152,029$2,152,029 ▲New Holding231,6501.4%MedicalRCUSArcus Biosciences$2,094,178$1,875,456 ▲857.5%257,2701.4%MedicalDHRDanaher$2,091,3540.0%10,5751.4%MedicalABTAbbott Laboratories$2,067,080$476,035 ▼-18.7%15,1981.4%MedicalSLDBSolid Biosciences$2,053,095$2,053,095 ▲New Holding421,5801.4%MedicalRAPPORT THERAPEUTICS$2,045,008$2,045,008 ▲New Holding179,8601.4%COMZENAS BIOPHARMA INC$2,040,956$2,040,956 ▲New Holding210,6251.3%COMVTYXVentyx Biosciences$1,993,667$1,993,667 ▲New Holding931,6201.3%MedicalTECTONIC THERAPEUTIC$1,966,534$1,966,534 ▲New Holding98,9701.3%COMBICARA THERAPEUTICS$1,870,960$1,870,960 ▲New Holding201,3951.2%COMPFEPfizer$1,870,116$424,200 ▲29.3%77,1501.2%MedicalBGNEBeiGene$1,867,812$1,159,273 ▲163.6%7,7161.2%MedicalKURAKura Oncology$1,867,010$1,867,010 ▲New Holding323,5721.2%MedicalTOURMALINE BIO INC$1,862,995$1,862,995 ▲New Holding116,5101.2%COMANABAnaptysBio$1,862,580$1,862,580 ▲New Holding83,9001.2%MedicalINSTIL BIO INC$1,795,963$1,795,963 ▲New Holding86,2201.2%COM NEWIMTXImmatics$1,787,613$1,787,613 ▲New Holding332,2701.2%MedicalBNTXBioNTech$1,720,555$108,067 ▼-5.9%16,1601.1%MedicalMRKMerck & Co., Inc.$1,666,294$478,362 ▼-22.3%20,9001.1%MedicalTMOThermo Fisher Scientific$1,582,468$263,745 ▲20.0%3,9001.0%MedicalSYKStryker$1,545,250$871,679 ▼-36.1%3,9001.0%MedicalINSMInsmed$1,497,523$35,224 ▼-2.3%14,8801.0%MedicalREGNRegeneron Pharmaceuticals$1,455,8250.0%2,7731.0%MedicalSMMTSummit Therapeutics$1,387,882$85,546 ▼-5.8%65,2200.9%MedicalAZNAstraZeneca$1,302,563$10,482 ▼-0.8%18,6400.9%MedicalBMRNBioMarin Pharmaceutical$1,293,4440.0%23,5300.9%MedicalEWEdwards Lifesciences$1,173,150$1,173,150 ▲New Holding15,0000.8%MedicalDXCMDexCom$1,152,228$157,122 ▼-12.0%13,2000.8%MedicalSPRYARS Pharmaceuticals$1,147,948$600,629 ▼-34.3%65,7850.8%MedicalALNYAlnylam Pharmaceuticals$1,083,597$613,701 ▼-36.2%3,3230.7%MedicalGPCRStructure Therapeutics$1,065,393$366,559 ▲52.5%51,3690.7%MedicalVERAVera Therapeutics$975,808$307,929 ▲46.1%41,4180.6%MedicalMRUSMerus$824,505$824,505 ▲New Holding15,6750.5%MedicalGMEDGlobus Medical$796,770$796,770 ▲New Holding13,5000.5%MedicalARRIVENT BIOPHARMA$774,577$554,918 ▲252.6%35,5800.5%COMQUREuniQure$772,973$29,274 ▼-3.6%55,4500.5%MedicalTARSTarsus Pharmaceuticals$750,853$52,055 ▲7.4%18,5350.5%MedicalTRVITrevi Therapeutics$733,801$286,355 ▲64.0%134,1500.5%MedicalMLTXMoonLake Immunotherapeutics$713,0980.0%15,1080.5%MedicalRDNTRadNet$711,375$426,825 ▼-37.5%12,5000.5%MedicalLEGNLegend Biotech$696,562$579,835 ▼-45.4%19,6270.5%MedicalBBIOBridgeBio Pharma$694,5500.0%16,0850.5%MedicalBOUNDLESS BIO INC$685,3600.0%678,5740.5%COMFOLDAmicus Therapeutics$685,222$68,760 ▲11.2%119,5850.5%MedicalCNCCentene$678,500$678,500 ▲New Holding12,5000.4%MedicalOMADA HEALTH INC$631,350$631,350 ▲New Holding34,5000.4%COMASNDAscendis Pharma A/S$599,095$238,188 ▲66.0%3,4710.4%MedicalCICigna Group$595,044$595,044 ▲New Holding1,8000.4%MedicalSNDXSyndax Pharmaceuticals$592,805$592,805 ▲New Holding63,3000.4%MedicalKESTRA MED TECHNOLOG$580,300$580,300 ▲New Holding35,0000.4%SHSROIVRoivant Sciences$563,579$12,397 ▲2.2%50,0070.4%MedicalZLABZai Lab$553,925$492,378 ▼-47.1%15,8400.4%MedicalBMYBristol Myers Squibb$499,932$402,723 ▼-44.6%10,8000.3%MedicalHINGE HEALTH INC$476,411$476,411 ▲New Holding9,2060.3%CL ACVRXCVRx$432,180$29,400 ▲7.3%73,5000.3%MedicalPTCTPTC Therapeutics$416,849$9,035 ▲2.2%8,5350.3%MedicalINCYIncyte$412,686$5,789 ▼-1.4%6,0600.3%MedicalCYTKCytokinetics$387,328$209,639 ▼-35.1%11,7230.3%MedicalNBIXNeurocrine Biosciences$372,042$6,913 ▲1.9%2,9600.2%MedicalSRRKScholar Rock$367,660$367,660 ▲New Holding10,3800.2%MedicalIONSIonis Pharmaceuticals$363,690$9,285 ▼-2.5%9,2050.2%MedicalRPRXRoyalty Pharma$334,3580.0%9,2800.2%MedicalBIIBBiogen$298,276$60,283 ▼-16.8%2,3750.2%MedicalILMNIllumina$265,431$85,869 ▼-24.4%2,7820.2%MedicalJAZZJazz Pharmaceuticals$241,3170.0%2,2740.2%MedicalTEMPUS AI INC$238,910$101,664 ▲74.1%3,7600.2%CL ARVMDRevolution Medicines$229,5700.0%6,2400.2%MedicalCARIS LIFE SCIENCES$223,112$223,112 ▲New Holding8,3500.1%COMMDGLMadrigal Pharmaceuticals$220,9270.0%7300.1%MedicalUTHRUnited Therapeutics$219,8230.0%7650.1%MedicalVTRSViatris$176,8140.0%19,8000.1%MedicalMEDPMedpace$166,6600.0%5310.1%MedicalIOBTIO Biotech$163,590$31,540 ▲23.9%117,6910.1%MedicalMRNAModerna$154,5040.0%5,6000.1%MedicalPCVXVaxcyte$136,705$547,308 ▼-80.0%4,2050.1%MedicalCRSPCRISPR Therapeutics$123,5460.0%2,5400.1%MedicalAXSMAxsome Therapeutics$106,4780.0%1,0200.1%MedicalRXRXRecursion Pharmaceuticals$58,1900.0%11,5000.0%MedicalMDTMedtronic$0$2,143,161 ▼-100.0%00.0%MedicalTHCTenet Healthcare$0$1,210,500 ▼-100.0%00.0%MedicalSWTXSpringWorks Therapeutics$0$1,117,592 ▼-100.0%00.0%MedicalBPMCBlueprint Medicines$0$994,410 ▼-100.0%00.0%MedicalPHRPhreesia$0$869,040 ▼-100.0%00.0%MedicalICLRIcon$0$699,960 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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