SECTORAL ASSET MANAGEMENT INC

Est. AUM

$120.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EVOMMUNE INC	COM SHS	$13.5M	589005	11.22%	SOLE
2	CONTINEUM THERAPEUTICS	CL A	$9.5M	727587	7.87%	SOLE
3	SHOULDER INNOVATIONS	COMMON STOCK	$6.3M	430407	5.18%	SOLE
4	ELI LILLY & CO	COM	$5.8M	6354	4.84%	SOLE
5	JOHNSON & JOHNSON	COM	$4.5M	18218	3.69%	SOLE
6	GILEAD SCIENCES INC	COM	$4.1M	27490	3.42%	SOLE
7	UNITEDHEALTH GRP INC	COM	$4.0M	14957	3.35%	SOLE
8	AMGEN INC	COM	$3.5M	9210	2.91%	SOLE
9	VERTEX PHARMA	COM	$3.5M	7007	2.86%	SOLE
10	INSMED INC	COM PAR $.01	$3.4M	19668	2.80%	SOLE
11	ARGENX SE	SP ADR	$2.7M	3564	2.27%	SOLE
12	ABBVIE INC	COM	$2.7M	12200	2.20%	SOLE
13	ABBOTT LABS	COM	$2.6M	25578	2.18%	SOLE
14	MERCK & CO INC	COM	$2.6M	21480	2.14%	SOLE
15	REGENERON PHARMCTCLS	COM	$2.5M	2919	2.06%	SOLE
16	INTUITIVE SURGIC INC	COM NEW	$2.4M	5250	2.00%	SOLE
17	BOSTON SCIENTIFIC	COM	$2.2M	34780	1.81%	SOLE
18	BIONTECH SE	SP ADR	$2.0M	22164	1.69%	SOLE
19	STRYKER CORP	COM	$1.9M	5874	1.60%	SOLE
20	DANAHER CORP	COM	$1.8M	9597	1.51%	SOLE
21	THERMO FISHER SCIENTIFIC	COM	$1.7M	3508	1.43%	SOLE
22	DEXCOM INC	COM	$1.5M	23231	1.21%	SOLE
23	IQVIA HOLDINGS INC	COM	$1.4M	8307	1.17%	SOLE
24	SUMMIT THERAPEUTICS	COM	$1.4M	69615	1.16%	SOLE
25	EDWARDS LIFESCIENCES	COM	$1.4M	17338	1.15%	SOLE
26	BRISTOL MYERS SQUIBB	COM	$1.3M	21150	1.06%	SOLE
27	UNITED THERAPEUTICS	COM	$1.1M	1710	0.95%	SOLE
28	VERA THERAPEUTICS	CL A	$1.1M	25573	0.90%	SOLE
29	ARCUS BIOSCIENCES	COM	$1.0M	45070	0.86%	SOLE
30	ROIVANT SCIENCES LTD	SHS	$1.0M	32500	0.84%	SOLE
31	MEDTRONIC PLC	SHS	$962K	11100	0.80%	SOLE
32	TREVI THERAPEUTICS	COM	$939K	74446	0.78%	SOLE
33	COGENT BIOSCIENCES	COM	$902K	22140	0.75%	SOLE
34	MINERALYS THERAPEUTICS	COM	$895K	31618	0.74%	SOLE
35	ALNYLAM PHARMACUETCL	COM	$864K	2310	0.72%	SOLE
36	TARSUS PHARMACEUTICALS	COM	$852K	11272	0.71%	SOLE
37	RAPPORT THERAPEUTICS	COM	$835K	25421	0.69%	SOLE
38	NEKTAR THERAPEUTICS	COM NEW	$821K	10851	0.68%	SOLE
39	SYNDAX PHARMACEUTICS	COM	$787K	31680	0.65%	SOLE
40	ARDELYX INC	COM	$781K	122394	0.65%	SOLE
41	PFIZER INC	COM	$772K	27500	0.64%	SOLE
42	BOUNDLESS BIO	COM	$746K	678574	0.62%	SOLE
43	ASCENDIS PHARMA A S	SP ADR	$728K	2800	0.60%	SOLE
44	ARRIVENT BIOPHARMA	COM	$720K	30013	0.60%	SOLE
45	STRUCTURE THERAPEUTICS	SP ADR	$711K	14102	0.59%	SOLE
46	IMMATICS NV	SHS	$693K	66830	0.57%	SOLE
47	BRIDGEBIO PHARMA	COM	$687K	8100	0.57%	SOLE
48	ARS PHARMACEUTICALS	COM	$677K	79150	0.56%	SOLE
49	BEONE MEDICINES LTD	SP ADR	$631K	1870	0.52%	SOLE
50	TECTONIC THERAPEUTIC	COM	$628K	19059	0.52%	SOLE

1–50 of 77

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.