Funds › Sectoral Asset Management Inc
Sectoral Asset Management Inc
13F for Q3 2026, filed Nov 13, 2026. 78 positions worth $157.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$157.4M
+$14.1M (9.8%) vs Q2 2026
Positions
78
82 in Q2 2026
Top 10 share
43.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | APMD Apnimed, Inc. | 942,208 | $20.6M | 13.1% | New | 13F ↗ |
| 2 | CTNM Contineum Therapeutics, Inc. | 689,587 | $9.3M | 5.9% | -5.2% | 13F ↗ |
| 3 | SI Shoulder Innovations, Inc. | 430,420 | $8.1M | 5.2% | Unchanged | 13F ↗ |
| 4 | LLY Eli Lilly and Company | 6,664 | $7.7M | 4.9% | +4.9% | 13F ↗ |
| 5 | JNJ Johnson & Johnson | 22,758 | $6.0M | 3.8% | +24.9% | 13F ↗ |
| 6 | VRTX Vertex Pharmaceuticals Incorporated | 7,532 | $3.9M | 2.5% | +38.7% | 13F ↗ |
| 7 | GILD Gilead Sciences, Inc. | 24,655 | $3.7M | 2.3% | +19.6% | 13F ↗ |
| 8 | AMGN Amgen Inc. | 7,860 | $3.3M | 2.1% | -14.7% | 13F ↗ |
| 9 | ABBV AbbVie Inc. | 12,300 | $3.2M | 2.0% | +0.8% | 13F ↗ |
| 10 | DXCM DexCom, Inc. | 37,231 | $3.2M | 2.0% | -26.6% | 13F ↗ |
| 11 | SMMT Summit Therapeutics Inc. | 177,180 | $3.0M | 1.9% | -19.5% | 13F ↗ |
| 12 | RCUS Arcus Biosciences, Inc. | 115,933 | $3.0M | 1.9% | +4.6% | 13F ↗ |
| 13 | MRK Merck & Company, Inc. | 20,460 | $3.0M | 1.9% | -4.7% | 13F ↗ |
| 14 | BNTX BioNTech SE · ADR | 30,185 | $3.0M | 1.9% | -27.9% | 13F ↗ |
| 15 | ORKA Oruka Therapeutics, Inc. | 35,349 | $2.9M | 1.9% | -15.8% | 13F ↗ |
| 16 | AVTX Avalo Therapeutics, Inc. | 177,294 | $2.7M | 1.7% | +47.8% | 13F ↗ |
| 17 | INSM Insmed Incorporated · Com Par $.01 | 23,706 | $2.7M | 1.7% | +2.1% | 13F ↗ |
| 18 | AVBP ArriVent BioPharma, Inc. | 87,343 | $2.6M | 1.7% | +10.5% | 13F ↗ |
| 19 | TNGX Tango Therapeutics, Inc. | 105,757 | $2.6M | 1.7% | New | 13F ↗ |
| 20 | ARGX argenx SE · ADR | 2,676 | $2.6M | 1.6% | -5.5% | 13F ↗ |
| 21 | IRTC iRhythm Holdings, Inc. | 22,570 | $2.6M | 1.6% | -13.4% | 13F ↗ |
| 22 | ATEC Alphatec Holdings, Inc. | 246,150 | $2.5M | 1.6% | +32.4% | 13F ↗ |
| 23 | CBIO Crescent Biopharma, Inc. | 167,600 | $2.4M | 1.6% | +38.2% | 13F ↗ |
| 24 | BRVE Braveheart Bio, Inc. | 119,743 | $2.4M | 1.5% | New | 13F ↗ |
| 25 | ISRG Intuitive Surgical, Inc. | 5,869 | $2.4M | 1.5% | +0.3% | 13F ↗ |
| 26 | UNH UnitedHealth Group Incorporated | 6,208 | $2.3M | 1.4% | -53.1% | 13F ↗ |
| 27 | REGN Regeneron Pharmaceuticals, Inc. | 2,869 | $2.2M | 1.4% | +32.3% | 13F ↗ |
| 28 | SYK Stryker Corporation | 7,829 | $2.2M | 1.4% | +9.8% | 13F ↗ |
| 29 | DHR Danaher Corporation | 9,597 | $2.1M | 1.4% | Unchanged | 13F ↗ |
| 30 | ROIV Roivant Sciences Ltd. | 58,100 | $2.1M | 1.4% | -4.9% | 13F ↗ |
| 31 | IMTX Immatics N.V. | 225,985 | $2.0M | 1.3% | +0.5% | 13F ↗ |
| 32 | TMO Thermo Fisher Scientific Inc | 2,908 | $2.0M | 1.2% | -17.1% | 13F ↗ |
| 33 | IQV IQVIA Holdings, Inc. | 7,014 | $1.9M | 1.2% | -35.3% | 13F ↗ |
| 34 | ALNY Alnylam Pharmaceuticals, Inc. | 7,385 | $1.8M | 1.2% | +220% | 13F ↗ |
| 35 | ABT Abbott Laboratories | 18,080 | $1.8M | 1.1% | Unchanged | 13F ↗ |
| 36 | TECX Tectonic Therapeutic, Inc. | 72,592 | $1.7M | 1.1% | +2.2% | 13F ↗ |
| 37 | PFE Pfizer, Inc. | 57,500 | $1.6M | 1.0% | +109% | 13F ↗ |
| 38 | QURE uniQure N.V. | 62,425 | $1.5M | 1.0% | New | 13F ↗ |
| 39 | UTHR United Therapeutics Corporation | 2,695 | $1.5M | 0.9% | +96.7% | 13F ↗ |
| 40 | ABVX Abivax SA · ADR | 14,561 | $1.4M | 0.9% | +522% | 13F ↗ |
| 41 | TMDX TransMedics Group, Inc. | 15,950 | $1.3M | 0.8% | -27.3% | 13F ↗ |
| 42 | PLSE Pulse Biosciences, Inc | 26,170 | $1.3M | 0.8% | -61.5% | 13F ↗ |
| 43 | CVS CVS Health Corporation | 13,041 | $1.1M | 0.7% | +0.3% | 13F ↗ |
| 44 | MRNA Moderna, Inc. | 5,300 | $1.0M | 0.6% | +21.8% | 13F ↗ |
| 45 | CYTK Cytokinetics, Incorporated | 15,289 | $1.0M | 0.6% | -6.4% | 13F ↗ |
| 46 | MDT Medtronic plc. | 11,100 | $965.8K | 0.6% | Unchanged | 13F ↗ |
| 47 | VERA Vera Therapeutics, Inc. | 28,573 | $922.6K | 0.6% | +11.7% | 13F ↗ |
| 48 | ELV Elevance Health, Inc. | 2,006 | $780.0K | 0.5% | New | 13F ↗ |
| 49 | BMY Bristol-Myers Squibb Company | 12,061 | $752.6K | 0.5% | -43.0% | 13F ↗ |
| 50 | CNC Centene Corporation | 12,040 | $747.9K | 0.5% | +0.3% | 13F ↗ |
Showing the top 50 of 78 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
10 new, 30 added to, 21 trimmed, 14 exited, 17 unchanged. By estimated dollars.
New positions (10)
| APMD Apnimed, Inc. | 942,208 | New | $20.6M |
| TNGX Tango Therapeutics, Inc. | 105,757 | New | $2.6M |
| BRVE Braveheart Bio, Inc. | 119,743 | New | $2.4M |
| QURE uniQure N.V. | 62,425 | New | $1.5M |
| ELV Elevance Health, Inc. | 2,006 | New | $780.0K |
| GMAB Genmab A/S · ADR | 9,900 | New | $353.2K |
| NAMS NewAmsterdam Pharma Company N.V. | 9,500 | New | $231.0K |
| NBIX Neurocrine Biosciences, Inc. | 1,150 | New | $163.1K |
| ALXO ALX Oncology Holdings Inc. | 90,000 | New | $125.1K |
| EYPT EyePoint, Inc. | 23,700 | New | $77.5K |
Added to (30)
| ALNY Alnylam Pharmaceuticals, Inc. | 7,385 | +220% | $1.3M |
| ABVX Abivax SA · ADR | 14,561 | +522% | $1.2M |
| JNJ Johnson & Johnson | 22,758 | +24.9% | $1.2M |
| VRTX Vertex Pharmaceuticals Incorporated | 7,532 | +38.7% | $1.1M |
| AVTX Avalo Therapeutics, Inc. | 177,294 | +47.8% | $879.5K |
| PFE Pfizer, Inc. | 57,500 | +109% | $855.6K |
| UTHR United Therapeutics Corporation | 2,695 | +96.7% | $718.0K |
| CBIO Crescent Biopharma, Inc. | 167,600 | +38.2% | $675.5K |
| ATEC Alphatec Holdings, Inc. | 246,150 | +32.4% | $621.8K |
| GILD Gilead Sciences, Inc. | 24,655 | +19.6% | $601.4K |
Trimmed (21)
| UNH UnitedHealth Group Incorporated | 6,208 | -53.1% | -$2.6M |
| PLSE Pulse Biosciences, Inc | 26,170 | -61.5% | -$2.1M |
| DXCM DexCom, Inc. | 37,231 | -26.6% | -$1.2M |
| BNTX BioNTech SE · ADR | 30,185 | -27.9% | -$1.1M |
| IQV IQVIA Holdings, Inc. | 7,014 | -35.3% | -$1.0M |
| BSX Boston Scientific Corporation | 14,730 | -59.5% | -$942.8K |
| SMMT Summit Therapeutics Inc. | 177,180 | -19.5% | -$727.1K |
| EW Edwards Lifesciences Corporation | 6,804 | -54.1% | -$692.5K |
| KURA Kura Oncology, Inc. | 17,050 | -76.1% | -$582.9K |
| AMGN Amgen Inc. | 7,860 | -14.7% | -$569.0K |
Exited (14)
| DFTX Definium Therapeutics, Inc. | 78,310 | Exited | -$3.7M |
| TRVI Trevi Therapeutics, Inc. | 65,596 | Exited | -$1.2M |
| COGT Cogent Biosciences, Inc. | 26,740 | Exited | -$1.0M |
| TARS Tarsus Pharmaceuticals, Inc. | 13,285 | Exited | -$836.2K |
| HNGE Hinge Health, Inc. | 8,744 | Exited | -$725.8K |
| PRVA Privia Health Group, Inc. | 24,136 | Exited | -$621.0K |
| AGMB AgomAb Therapeutics NV · ADR | 43,500 | Exited | -$564.6K |
| ONC BeOne Medicines Ltd. · ADR | 1,870 | Exited | -$532.9K |
| JAZZ Jazz Pharmaceuticals plc | 1,750 | Exited | -$421.7K |
| MLYS Mineralys Therapeutics, Inc. | 14,565 | Exited | -$393.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 78 | $157.4M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 82 | $143.3M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 77 | $120.7M | Current | SEC ↗ |
| Q4 2025 | Feb 9, 2026 | 13F-HR | 74 | $124.8M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 82 | $162.0M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 94 | $151.5M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 84 | $128.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer