Q3 2025 · 13F-HR
SECTORAL ASSET MANAGEMENT INCholdings as filed
Filed 2025-11-14 · accession 0001104659-25-112082
$162.0M
Reported value
82
Positions
2025-09-30
Period end
The Brief · SECTORAL ASSET MANAGEMENT INC · Q3 2025
AI · grounded in 13F
SECTORAL ASSET MANAGEMENT INC closed its position in LENZ for a reduction of $28.6M. The fund established new positions in SI for $5.4M and XBI for $3.4M. Additionally, the manager increased its holdings in GPCR by 331.9% and ANAB by 131.8%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 21217B100 | CTNM | CONTINEUM THERAPEUTICS | $9.4M | 5.81% | 800,787 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $7.2M | 4.42% | 9,376 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS | $6.2M | 3.83% | 221,872 | Common | NONE |
| 032724106 | ANAB | ANAPTYSBIO INC | $6.0M | 3.68% | 194,485 | Common | NONE |
| 82537J108 | SI | SHOULDER INNOVATIONS | $5.4M | 3.33% | 430,282 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES | $5.0M | 3.09% | 368,070 | Common | NONE |
| N44445109 | IMTX | IMMATICS NV | $4.8M | 2.95% | 560,494 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GRP INC | $4.7M | 2.89% | 13,545 | Common | SOLE |
| 055477103 | BCAX | BICARA THERAPEUTICS | $4.2M | 2.60% | 266,495 | Common | NONE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS | $3.9M | 2.43% | 328,655 | Common | NONE |
| 83422E204 | SLDB | SOLID BIOSCIENCES | $3.9M | 2.41% | 633,052 | Common | NONE |
| 50127T109 | KURA | KURA ONCOLOGY | $3.5M | 2.16% | 395,872 | Common | NONE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES | $3.4M | 2.13% | 1,107,267 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $3.4M | 2.12% | 14,800 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $3.4M | 2.11% | 194,898 | Common | NONE |
| 78464A870 | XBI | SPDR SERIES TRUST | $3.4M | 2.10% | 34,000 | Common | NONE |
| 98937L105 | ZBIO | ZENAS BIOPHARMA | $3.4M | 2.08% | 152,025 | Common | NONE |
| 697947109 | PVLA | PALVELLA THERAPEUTIC | $3.1M | 1.90% | 49,115 | Common | NONE |
| 878972108 | TECX | TECTONIC THERAPEUTIC | $3.0M | 1.87% | 192,770 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMA | $3.0M | 1.86% | 7,715 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $2.9M | 1.80% | 10,340 | Common | SOLE |
| 45783C200 | TIL | INSTIL BIO INC | $2.9M | 1.78% | 161,380 | Common | NONE |
| 04016X101 | ARGX | ARGENX SE SPN ADR | $2.9M | 1.77% | 3,890 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $2.8M | 1.75% | 15,300 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGIC INC | $2.6M | 1.59% | 5,750 | Common | SOLE |
| 07725L102 | ONC | BEONE MEDICINES LTD | $2.5M | 1.51% | 7,201 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $2.3M | 1.42% | 17,198 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMCTCLS | $2.2M | 1.38% | 3,968 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $2.2M | 1.34% | 19,550 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC | $2.2M | 1.33% | 22,126 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $2.1M | 1.30% | 10,575 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $2.0M | 1.21% | 77,150 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $1.9M | 1.19% | 13,425 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC | $1.9M | 1.17% | 3,900 | Common | SOLE |
| N90064101 | QURE | UNIQURE N.V. | $1.8M | 1.11% | 30,740 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $1.7M | 1.07% | 17,660 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $1.6M | 0.98% | 4,300 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS | $1.5M | 0.94% | 74,070 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACUETCL | $1.5M | 0.92% | 3,273 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA | $1.4M | 0.89% | 18,750 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $1.4M | 0.86% | 20,700 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.4M | 0.86% | 16,400 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMAC INC | $1.4M | 0.84% | 25,030 | Common | SOLE |
| 75383L102 | RAPP | RAPPORT THERAPEUTICS | $1.3M | 0.80% | 43,480 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS | $1.3M | 0.79% | 33,885 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS | $1.2M | 0.75% | 79,430 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCE | $1.2M | 0.72% | 15,000 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICAL | $1.1M | 0.68% | 18,405 | Common | SOLE |
| N5749R100 | 2GH | MERUS B V | $1.1M | 0.67% | 11,545 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS | $969,443 | 0.60% | 105,950 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE | $951,025 | 0.59% | 54,500 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS | $938,547 | 0.58% | 119,105 | Common | SOLE |
| 74276R102 | PRVA | PRIVIA HEALTH GROUP | $908,850 | 0.56% | 36,500 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS | $877,263 | 0.54% | 30,188 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $834,646 | 0.52% | 678,574 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS | $821,939 | 0.51% | 81,785 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $762,100 | 0.47% | 10,000 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $756,606 | 0.47% | 50,007 | Common | SOLE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA | $723,886 | 0.45% | 39,235 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA | $715,915 | 0.44% | 3,601 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA | $708,981 | 0.44% | 13,650 | Common | SOLE |
| 68170A108 | OMDA | OMADA HEALTH INC | $608,025 | 0.38% | 27,500 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICAL | $602,191 | 0.37% | 9,205 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $561,856 | 0.35% | 10,223 | Common | SOLE |
| 433313103 | HNGE | HINGE HEALTH INC | $549,990 | 0.34% | 11,206 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS | $523,793 | 0.32% | 8,535 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $518,850 | 0.32% | 1,800 | Common | SOLE |
| 110122108 | BMY | BRISTOL MYERS SQUIBB | $487,080 | 0.30% | 10,800 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $426,675 | 0.26% | 12,590 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES | $415,525 | 0.26% | 2,960 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMA | $334,822 | 0.21% | 730 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $332,690 | 0.21% | 2,375 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $327,398 | 0.20% | 9,280 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS | $320,696 | 0.20% | 765 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $303,470 | 0.19% | 3,760 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMA PLC | $295,759 | 0.18% | 2,244 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $258,983 | 0.16% | 2,727 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORPORATION | $256,974 | 0.16% | 3,030 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $151,464 | 0.09% | 4,205 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $144,648 | 0.09% | 5,600 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS | $123,879 | 0.08% | 1,020 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERA | $6,855 | 0.00% | 956 | 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.