Q1 2025 · 13F-HR
SECTORAL ASSET MANAGEMENT INCholdings as filed
Filed 2025-05-15 · accession 0001104659-25-049125
$128.5M
Reported value
84
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $25.1M | 19.6% | 977,245 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $7.8M | 6.05% | 9,416 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $6.8M | 5.26% | 12,895 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $5.9M | 4.58% | 370,513 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTICS INC | $5.6M | 4.35% | 800,787 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.6M | 2.81% | 21,800 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $3.6M | 2.79% | 32,020 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $3.2M | 2.52% | 10,385 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $3.1M | 2.41% | 14,800 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $2.6M | 2.02% | 5,250 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $2.5M | 1.93% | 18,698 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $2.4M | 1.90% | 24,226 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $2.4M | 1.88% | 26,900 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $2.3M | 1.78% | 4,725 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $2.3M | 1.77% | 6,100 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $2.2M | 1.69% | 10,575 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $2.1M | 1.67% | 23,850 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $1.8M | 1.43% | 3,103 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $1.8M | 1.37% | 2,773 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $1.7M | 1.29% | 23,530 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.6M | 1.26% | 3,250 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $1.6M | 1.22% | 17,175 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $1.5M | 1.18% | 59,650 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $1.4M | 1.09% | 5,205 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $1.4M | 1.07% | 18,790 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS INC | $1.3M | 1.04% | 69,240 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $1.3M | 0.98% | 100,205 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $1.2M | 0.95% | 35,965 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $1.2M | 0.94% | 9,000 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $1.2M | 0.93% | 19,500 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $1.2M | 0.90% | 15,230 | Common | SOLE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $1.1M | 0.87% | 25,325 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $1.1M | 0.84% | 29,920 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $1.0M | 0.80% | 678,574 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $1.0M | 0.80% | 15,000 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $994,410 | 0.77% | 11,235 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $994,400 | 0.77% | 20,000 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $886,133 | 0.69% | 17,250 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $877,894 | 0.68% | 107,585 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $869,040 | 0.68% | 34,000 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $837,755 | 0.65% | 68,500 | Common | SOLE |
| 07725L102 | ONC | BEIGENE LTD | $796,642 | 0.62% | 2,927 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $794,470 | 0.62% | 21,040 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $726,153 | 0.57% | 18,068 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $699,960 | 0.54% | 4,000 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $680,919 | 0.53% | 28,348 | Common | SOLE |
| 18914F103 | CLOV | CLOVER HEALTH INVESTMENTS CO | $656,970 | 0.51% | 183,000 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $652,440 | 0.51% | 1,500 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $610,030 | 0.47% | 57,550 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $590,270 | 0.46% | 15,108 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $583,260 | 0.45% | 33,695 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $556,058 | 0.43% | 16,085 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $514,522 | 0.40% | 81,800 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $493,472 | 0.38% | 48,907 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $473,330 | 0.37% | 79,020 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $425,516 | 0.33% | 8,350 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $390,678 | 0.30% | 2,855 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORPORATION | $372,080 | 0.29% | 6,145 | Common | SOLE |
| 46436E718 | SGOV | ISHARES TR | $361,323 | 0.28% | 3,589 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $325,903 | 0.25% | 2,091 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $321,293 | 0.25% | 2,905 | Common | SOLE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICALS INC | $296,035 | 0.23% | 44,383 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $292,130 | 0.23% | 3,682 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $288,886 | 0.22% | 9,280 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $284,805 | 0.22% | 9,440 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $282,317 | 0.22% | 2,274 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $241,798 | 0.19% | 730 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $235,827 | 0.18% | 765 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $220,646 | 0.17% | 6,240 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $210,930 | 0.16% | 26,870 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $197,904 | 0.15% | 2,850 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS INC | $191,513 | 0.15% | 5,710 | Common | SOLE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA INC | $186,564 | 0.15% | 10,090 | Common | SOLE |
| 92556V106 | VTRS | VIATRIS INC | $172,458 | 0.13% | 19,800 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $161,790 | 0.13% | 531 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $158,760 | 0.12% | 5,600 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $118,963 | 0.09% | 1,020 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $111,600 | 0.09% | 20,000 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $104,198 | 0.08% | 2,160 | Common | SOLE |
| 449778109 | IOBTQ | IO BIOTECH INC | $103,550 | 0.08% | 95,000 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $90,769 | 0.07% | 12,930 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $86,436 | 0.07% | 2,540 | Common | SOLE |
| 75629V104 | RXRX | RECURSION PHARMACEUTICALS INC | $60,835 | 0.05% | 11,500 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $52,416 | 0.04% | 11,700 | Common | SOLE |
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.