Q2 2024 · 13F-HR
SECTORAL ASSET MANAGEMENT INCholdings as filed
Filed 2024-08-13 · accession 0001104659-24-088729
$246.1M
Reported value
97
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 532457108 | LLY | LILLY ELI & CO | $21.2M | 8.62% | 23,415 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS | $18.7M | 7.62% | 1,084,404 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERA | $14.1M | 5.73% | 800,887 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GRP INC | $13.6M | 5.52% | 26,675 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $10.7M | 4.35% | 86,500 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $8.3M | 3.38% | 56,850 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $7.7M | 3.13% | 44,950 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $6.9M | 2.80% | 66,248 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMCTCLS | $6.3M | 2.58% | 6,040 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCI | $5.8M | 2.36% | 10,515 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC | $5.5M | 2.24% | 71,476 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTI | $5.1M | 2.09% | 438,748 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $5.1M | 2.06% | 181,400 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $4.7M | 1.92% | 68,825 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $4.7M | 1.90% | 59,551 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $4.6M | 1.87% | 14,700 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $4.4M | 1.80% | 17,725 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $4.4M | 1.78% | 12,850 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMA | $4.1M | 1.65% | 8,650 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $3.6M | 1.48% | 32,150 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMAC INC | $3.4M | 1.38% | 41,260 | Common | SOLE |
| 46266C105 | IQV | IQVIA HOLDINGS INC | $3.3M | 1.34% | 15,600 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACUETCL | $3.0M | 1.23% | 12,480 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HLDS | $2.9M | 1.18% | 26,650 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $2.8M | 1.14% | 6,522 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $2.6M | 1.07% | 682,274 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $2.6M | 1.07% | 22,110 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $2.5M | 1.04% | 33,730 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $2.5M | 1.02% | 8,028 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $2.4M | 0.99% | 4,500 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGIC INC | $2.4M | 0.98% | 5,400 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $2.3M | 0.94% | 39,000 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $2.2M | 0.89% | 27,265 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS | $2.2M | 0.87% | 216,844 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS | $2.1M | 0.87% | 13,496 | Common | SOLE |
| 38246G108 | GDRX | GOODRX HLDGS INC | $2.1M | 0.84% | 265,000 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS | $2.0M | 0.82% | 236,937 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC | $2.0M | 0.81% | 70,000 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $2.0M | 0.81% | 36,883 | Common | SOLE |
| 45332Y109 | NARIUSD | INARI MED INC | $2.0M | 0.79% | 40,500 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH | $1.8M | 0.73% | 65,000 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $1.8M | 0.72% | 4,751 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA | $1.7M | 0.69% | 21,650 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP SPA | $1.6M | 0.66% | 89,000 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $1.6M | 0.65% | 84,000 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $1.5M | 0.60% | 7,350 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCE | $1.4M | 0.59% | 15,650 | Common | SOLE |
| 46565G104 | 5E7 | ITEOS THERAPEUTICS | $1.4M | 0.58% | 96,966 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $1.4M | 0.58% | 6,137 | Common | SOLE |
| 90042W100 | — | TURNSTONE BIOLOGICS | $1.4M | 0.55% | 517,648 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICAL | $1.3M | 0.52% | 118,480 | Common | SOLE |
| 110122108 | BMY | BRISTOL MYERS SQUIBB | $1.2M | 0.51% | 30,000 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES | $1.2M | 0.49% | 78,385 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $1.2M | 0.47% | 3,500 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERA | $942,189 | 0.38% | 21,428 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON | $934,840 | 0.38% | 4,000 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $927,175 | 0.38% | 34,830 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES I | $721,608 | 0.29% | 85,600 | Common | SOLE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $720,802 | 0.29% | 228,102 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $658,007 | 0.27% | 9,821 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $606,448 | 0.25% | 5,810 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS | $579,761 | 0.24% | 1,820 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENC | $541,731 | 0.22% | 3,935 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORPORATION | $539,821 | 0.22% | 8,905 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEU | $524,844 | 0.21% | 13,365 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $485,765 | 0.20% | 45,957 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICAL | $460,396 | 0.19% | 9,660 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS | $455,506 | 0.19% | 1,106 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA CELLULAR THERA | $447,240 | 0.18% | 6,530 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $439,061 | 0.18% | 16,650 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES | $414,953 | 0.17% | 3,850 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $403,193 | 0.16% | 16,730 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTIC | $401,246 | 0.16% | 10,460 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $393,502 | 0.16% | 15,535 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A S | $363,589 | 0.15% | 2,666 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMA PLC | $355,838 | 0.14% | 3,334 | Common | SOLE |
| 80105N105 | SNY | SANOFI | $355,652 | 0.14% | 7,330 | Common | SOLE |
| 07725L102 | ONC | BEIGENE LIMITED | $349,113 | 0.14% | 2,447 | Common | SOLE |
| 256135203 | RDY | DR REDDYS LABS LTD | $342,855 | 0.14% | 4,500 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTI | $298,370 | 0.12% | 1,065 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS | $279,237 | 0.11% | 7,718 | Common | SOLE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICA | $269,771 | 0.11% | 12,530 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACE | $259,782 | 0.11% | 5,800 | Common | SOLE |
| 30161Q104 | EXEL | EXELIXIS INC | $257,506 | 0.10% | 11,460 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICIN | $256,146 | 0.10% | 6,600 | Common | SOLE |
| 92556V106 | VTRS | VIATRIS INC | $239,175 | 0.10% | 22,500 | Common | SOLE |
| 40637H109 | HALO | HALOZYME THERAPEUTIC | $199,753 | 0.08% | 3,815 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUT | $195,497 | 0.08% | 7,522 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS | $195,000 | 0.08% | 25,000 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $135,369 | 0.06% | 3,900 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS I | $131,494 | 0.05% | 4,300 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG | $125,200 | 0.05% | 15,030 | Common | SOLE |
| 46489V302 | CATX | PERSPECTIVE THERAPEU | $109,670 | 0.04% | 11,000 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $88,580 | 0.04% | 2,000 | Common | SOLE |
| 501976104 | KYTX | KYVERNA THERAPEUTICS | $52,500 | 0.02% | 7,000 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $34,660 | 0.01% | 2,000 | Common | SOLE |
| 384747101 | GRAL | GRAIL INC | $3,689 | 0.00% | 240 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.