Sectoral Asset Management INC 13F holdings
Sectoral Asset Management INC reported 82 positions with a total reported value of $143.3M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CTNM CONTINEUM THERAPEUTICS (8.3%), SI SHOULDER INNOVATIONS (6.1%), LLY ELI LILLY & CO (5.3%), UNH UNITEDHEALTH GRP INC (3.8%), JNJ JOHNSON & JOHNSON (3.2%). Against 2026-03-31 it opened 14 new positions and exited 9. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 82 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CTNM CONTINEUM THERAPEUTICS | 727,587 | $11.9M | 8.3% |
| SI SHOULDER INNOVATIONS | 430,407 | $8.7M | 6.1% |
| LLY ELI LILLY & CO | 6,354 | $7.6M | 5.3% |
| UNH UNITEDHEALTH GRP INC | 13,235 | $5.5M | 3.8% |
| JNJ JOHNSON & JOHNSON | 18,218 | $4.6M | 3.2% |
| ORKA ORUKA THERAPEUTICS INC | 41,987 | $4.0M | 2.8% |
| BNTX BIONTECH SE | 41,869 | $3.9M | 2.7% |
| DFTX DEFINIUM THERAPEUTICS INC | 78,310 | $3.7M | 2.6% |
| DXCM DEXCOM INC | 50,756 | $3.4M | 2.4% |
| RCUS ARCUS BIOSCIENCES | 110,870 | $3.4M | 2.4% |
| AMGN AMGEN INC | 9,210 | $3.3M | 2.3% |
| SMMT SUMMIT THERAPEUTICS | 220,180 | $3.2M | 2.2% |
| IRTC IRHYTHM HOLDINGS INC | 26,070 | $3.1M | 2.2% |
| ABBV ABBVIE INC | 12,200 | $3.1M | 2.1% |
| MRK MERCK & CO INC | 21,480 | $2.8M | 1.9% |
| AVBP ARRIVENT BIOPHARMA | 79,043 | $2.7M | 1.9% |
| VERX VERTEX PHARMA | 5,432 | $2.7M | 1.9% |
| ARGX ARGENX SE | 2,831 | $2.6M | 1.8% |
| GILD GILEAD SCIENCES INC | 20,620 | $2.6M | 1.8% |
| INSM INSMED INC | 23,216 | $2.5M | 1.7% |
| TECX TECTONIC THERAPEUTIC | 71,009 | $2.4M | 1.7% |
| ISRG INTUITIVE SURGIC INC | 5,850 | $2.3M | 1.6% |
| IMTX IMMATICS NV | 224,928 | $2.3M | 1.6% |
| SYK STRYKER CORP | 7,129 | $2.2M | 1.6% |
| AVTX AVALO THERAPEUTICS INC | 119,923 | $2.2M | 1.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 14 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ORKA ORUKA THERAPEUTICS INC | 41,987 | $4.0M | 2.8% |
| DFTX DEFINIUM THERAPEUTICS INC | 78,310 | $3.7M | 2.6% |
| IRTC IRHYTHM HOLDINGS INC | 26,070 | $3.1M | 2.2% |
| AVTX AVALO THERAPEUTICS INC | 119,923 | $2.2M | 1.5% |
| CBIO CRESCENT BIOPHARMA INC. | 121,300 | $2.2M | 1.5% |
| PLSE PULSE BIOSCIENCES INC | 67,895 | $1.9M | 1.3% |
| ATEC ALPHATEC HLDGS INC | 185,900 | $1.6M | 1.1% |
| TMDX TRANSMEDICS GROUP INC | 21,950 | $1.5M | 1.0% |
| CVS CVS HEALTH CORP | 13,000 | $1.3M | 0.9% |
| CNC CENTENE CORP DEL | 12,000 | $770.3K | 0.5% |
| HUM HUMANA INC | 1,250 | $497.3K | 0.3% |
| TEM TEMPUS AI INC | 3,880 | $224.8K | 0.2% |
| CRBP ORBUS PHARMACEUTICALS HLDGS | 20,000 | $187.6K | 0.1% |
| ENGN ENGENE THERAPEUTICS INC | 21,700 | $37.5K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 9 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| EVMN EVOMMUNE INC | 589,005 | $13.5M | 11.2% |
| RAPP RAPPORT THERAPEUTICS | 25,421 | $835.0K | 0.7% |
| BOLD BOUNDLESS BIO | 678,574 | $746.4K | 0.6% |
| QURE UNIQURE N.V. | 29,245 | $499.4K | 0.4% |
| ALHC ALIGNMENT HEALTH | 26,911 | $474.2K | 0.4% |
| RDNT RADNET INC | 7,999 | $447.1K | 0.4% |
| INSPIRE MED SYS INC | 7,225 | $372.7K | 0.3% |
| NBIX NEUROCRINE BIOSCIENCES | 2,300 | $343.8K | 0.3% |
| OMDA OMADA HEALTH INC | 25,620 | $322.0K | 0.3% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SMMT SUMMIT THERAPEUTICS | 69,615 | 220,180 | +216.3% | $3.2M |
| RCUS ARCUS BIOSCIENCES | 45,070 | 110,870 | +146.0% | $3.4M |
| DXCM DEXCOM INC | 23,231 | 50,756 | +118.5% | $3.4M |
| BNTX BIONTECH SE | 22,164 | 41,869 | +88.9% | $3.9M |
| TECX TECTONIC THERAPEUTIC | 19,059 | 71,009 | +272.6% | $2.4M |
| AVBP ARRIVENT BIOPHARMA | 30,013 | 79,043 | +163.4% | $2.7M |
| IMTX IMMATICS NV | 66,830 | 224,928 | +236.6% | $2.3M |
| ROIV ROIVANT SCIENCES LTD | 32,500 | 61,100 | +88.0% | $2.2M |
| CYTK CYTOKINETICS INC | 7,300 | 16,330 | +123.7% | $1.4M |
| IQV IQVIA HOLDINGS INC | 8,307 | 10,848 | +30.6% | $2.1M |
| SYK STRYKER CORP | 5,874 | 7,129 | +21.4% | $2.2M |
| INSM INSMED INC | 19,668 | 23,216 | +18.0% | $2.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GILD GILEAD SCIENCES INC | 27,490 | 20,620 | -25.0% | $2.6M |
| VERX VERTEX PHARMA | 7,007 | 5,432 | -22.5% | $2.7M |
| UNH UNITEDHEALTH GRP INC | 14,957 | 13,235 | -11.5% | $5.5M |
| ABT ABBOTT LABS | 25,578 | 18,080 | -29.3% | $1.6M |
| ARGX ARGENX SE | 3,564 | 2,831 | -20.6% | $2.6M |
| GPCR STRUCTURE THERAPEUTICS | 14,102 | 4,325 | -69.3% | $232.1K |
| REGN REGENERON PHARMCTCLS | 2,919 | 2,169 | -25.7% | $1.4M |
| MLYS MINERALYS THERAPEUTICS | 31,618 | 14,565 | -53.9% | $393.0K |
| SPRY ARS PHARMACEUTICALS | 79,150 | 29,900 | -62.2% | $239.5K |
| SNDX SYNDAX PHARMACEUTICS | 31,680 | 15,680 | -50.5% | $342.8K |
| BBIO BRIDGEBIO PHARMA | 8,100 | 4,100 | -49.4% | $305.4K |
| HNGE HINGE HEALTH INC | 12,244 | 8,744 | -28.6% | $725.8K |
CIK 1274413 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
