Investor
SECTORAL ASSET MANAGEMENT INC
CIK 0001274413 · filed 2026-05-15 · SEC filing
13F book
$120.7M
Positions
77
10 new · 7 sold
Largest name
11.2%
Evommune, Inc. · EVMN
Est. mark
$2.91M
Price effect on 67 names still held. Flow −$6.94M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Evommune, Inc. | EVMN | 589K | $13.5M | 11.2% | $3.46M | Held |
| Contineum Therapeutics, Inc. | CTNM | 727.6K | $9.5M | 7.9% | $1.19M | Cut$349.3K |
| Shoulder Innovations, Inc. | SI | 430.4K | $6.25M | 5.2% | $99K | Cut−$788K |
| Eli Lilly & Co | LLY | 6.35K | $5.84M | 4.8% | −$984.3K | Cut−$1.98M |
| Johnson & Johnson | JNJ | 18.2K | $4.45M | 3.7% | $683K | Cut$252.1K |
| Gilead Sciences, Inc. | GILD | 27.5K | $4.13M | 3.4% | $492.8K | Added$1.94M |
| Unitedhealth Group Inc | UNH | 15K | $4.05M | 3.4% | −$809.2K | Added−$440.6K |
| Amgen Inc | AMGN | 9.21K | $3.51M | 2.9% | $500.5K | Cut−$763K |
| Vertex Pharmaceuticals Inc | — | 7.01K | $3.46M | 2.9% | $280.4K | Cut−$172K |
| Insmed Inc | INSM | 19.7K | $3.38M | 2.8% | −$24K | Added$1.43M |
| Argenx SE | ARGX | 3.56K | $2.74M | 2.3% | −$211.3K | Added$303.3K |
| AbbVie Inc. | ABBV | 12.2K | $2.65M | 2.2% | −$134.2K | Cut−$1.19M |
| Abbott Labs | ABT | 25.6K | $2.63M | 2.2% | −$531.5K | Added−$318K |
| Merck & Co., Inc. | MRK | 21.5K | $2.58M | 2.1% | $321.6K | Added$331.3K |
| Regeneron Pharmaceuticals, Inc. | REGN | 2.92K | $2.48M | 2.1% | $228.6K | Cut−$385.8K |
| Intuitive Surgical Inc | ISRG | 5.25K | $2.42M | 2.0% | −$511K | Added−$326.6K |
| Boston Scientific Corp | BSX | 34.8K | $2.18M | 1.8% | −$900.6K | Added−$451.7K |
| Biontech Se | BNTX | 22.2K | $2.05M | 1.7% | −$50.3K | Added$406.2K |
| Stryker Corp | SYK | 5.87K | $1.93M | 1.6% | −$134.4K | Cut−$372K |
| Danaher Corporation | — | 9.6K | $1.82M | 1.5% | −$377.4K | Cut−$601.2K |
| Thermo Fisher Scientific Inc. | TMO | 3.51K | $1.72M | 1.4% | −$308.4K | Cut−$535.6K |
| Dexcom Inc | DXCM | 23.2K | $1.46M | 1.2% | −$82.9K | Cut−$445.9K |
| Iqvia Hldgs Inc | — | 8.31K | $1.42M | 1.2% | — | New |
| Summit Therapeutics Inc. | SMMT | 69.6K | $1.4M | 1.2% | $182.1K | Cut$6.99K |
| Edwards Lifesciences Corp | EW | 17.3K | $1.39M | 1.1% | −$89.2K | Added−$82.1K |
| Bristol-Myers Squibb Co | — | 21.1K | $1.28M | 1.1% | — | New |
| United Therapeutics Corp Del | — | 1.71K | $1.15M | 0.9% | $312.4K | Cut$306.1K |
| Vera Therapeutics, Inc. | VERA | 25.6K | $1.08M | 0.9% | −$210.4K | Cut−$781.8K |
| Arcus Biosciences, Inc. | RCUS | 45.1K | $1.04M | 0.9% | −$38.5K | Cut−$321.5K |
| Roivant Sciences Ltd. | ROIV | 32.5K | $1.02M | 0.8% | $311.1K | Cut$32.3K |
| Medtronic Plc | MDT | 11.1K | $961.8K | 0.8% | — | New |
| Trevi Therapeutics, Inc. | TRVI | 74.4K | $939.5K | 0.8% | $7.43K | Cut−$115.4K |
| Cogent Biosciences, Inc. | COGT | 22.1K | $902.4K | 0.7% | $116K | Cut−$258.6K |
| Mineralys Therapeutics, Inc. | MLYS | 31.6K | $895.1K | 0.7% | −$252.3K | Cut−$252.5K |
| Alnylam Pharmaceuticals, Inc. | ALNY | 2.31K | $864.2K | 0.7% | −$54.3K | Cut−$324.7K |
| Tarsus Pharmaceuticals, Inc. | TARS | 11.3K | $852.5K | 0.7% | −$70.5K | Cut−$354.4K |
| Rapport Therapeutics, Inc. | RAPP | 25.4K | $835K | 0.7% | $63.7K | Cut−$346K |
| Nektar Therapeutics | NKTR | 10.9K | $820.7K | 0.7% | $361.9K | Cut$250.5K |
| Syndax Pharmaceuticals Inc | SNDX | 31.7K | $787.5K | 0.7% | $121.9K | Cut−$498.3K |
| Ardelyx, Inc. | ARDX | 122.4K | $781.1K | 0.6% | — | New |
| Pfizer Inc | PFE | 27.5K | $772.2K | 0.6% | $86.3K | Added$96.2K |
| Boundless Bio, Inc. | BOLD | 678.6K | $746.4K | 0.6% | −$67.9K | Held |
| Ascendis Pharma A/S | ASND | 2.8K | $728.3K | 0.6% | $131.2K | Cut$34.4K |
| ArriVent BioPharma, Inc. | AVBP | 30K | $720.4K | 0.6% | $116.6K | Cut−$49.3K |
| Structure Therapeutics Inc. | GPCR | 14.1K | $710.8K | 0.6% | −$270K | Cut−$949.5K |
| Immatics N.V. | IMTX | 66.8K | $692.7K | 0.6% | −$8.51K | Added$31K |
| BridgeBio Pharma, Inc. | BBIO | 8.1K | $687.3K | 0.6% | $67.7K | Cut−$167.1K |
| ARS Pharmaceuticals, Inc. | SPRY | 79.2K | $676.7K | 0.6% | −$92.4K | Added$329.5K |
| Beone Medicines Ltd | — | 1.87K | $631.1K | 0.5% | $62.9K | Cut−$178.6K |
| Tectonic Therapeutic, Inc. | TECX | 19.1K | $628.2K | 0.5% | $230.6K | Cut−$253.2K |
| Ionis Pharmaceuticals Inc | IONS | 7.2K | $617.2K | 0.5% | $47.6K | Cut−$44.5K |
| Biomarin Pharmaceutical Inc | BMRN | 9.45K | $607.3K | 0.5% | $45.7K | Cut−$39.3K |
| Kura Oncology, Inc. | KURA | 71.5K | $606K | 0.5% | −$103.5K | Added$43.8K |
| Privia Health Group, Inc. | PRVA | 27.1K | $558.2K | 0.5% | −$81.6K | Added−$58.3K |
| Cytokinetics Inc | CYTK | 7.3K | $544.6K | 0.5% | $65.2K | Added$170.2K |
| Ptc Therapeutics, Inc. | PTCT | 6.65K | $515.1K | 0.4% | $9.93K | Cut−$71K |
| Uniqure Nv | — | 29.2K | $499.4K | 0.4% | −$200.4K | Cut−$232.5K |
| Agomab Therapeutics Nv | AGMB | 43.5K | $477.3K | 0.4% | — | New |
| Alignment Healthcare, Inc. | ALHC | 26.9K | $474.2K | 0.4% | −$57.3K | Cut−$148K |
| Hinge Health, Inc. | HNGE | 12.2K | $472.1K | 0.4% | −$96.6K | Cut−$187.7K |
| RadNet, Inc. | RDNT | 8K | $447.1K | 0.4% | −$123.7K | Cut−$337.8K |
| Royalty Pharma PLC | RPRX | 7.2K | $393.8K | 0.3% | $115.6K | Cut$66.6K |
| Biogen Inc. | BIIB | 1.85K | $385.9K | 0.3% | $60.3K | Cut$6.65K |
| Inspire Med Sys Inc | — | 7.22K | $372.7K | 0.3% | −$292.7K | Added−$291.4K |
| Jazz Pharmaceuticals Plc | JAZZ | 1.75K | $371.3K | 0.3% | $73.8K | Cut$23K |
| Neurocrine Biosciences Inc | NBIX | 2.3K | $343.8K | 0.3% | $17.6K | Cut−$35.6K |
| Oric Pharmaceuticals, Inc. | ORIC | 23.5K | $332.7K | 0.3% | $134.3K | Added$148.8K |
| Omada Health, Inc. | OMDA | 25.6K | $322K | 0.3% | −$82.2K | Cut−$253.9K |
| Abivax Sa | — | 2.34K | $297.9K | 0.2% | — | New |
| Illumina, Inc. | ILMN | 2.13K | $296.1K | 0.2% | $16.4K | Cut−$28.2K |
| Axsome Therapeutics, Inc. | AXSM | 1.5K | $289.9K | 0.2% | $15.9K | Cut−$27.9K |
| Incyte Corp | INCY | 2.35K | $254.1K | 0.2% | $22K | Cut−$17.5K |
| Moderna, Inc. | MRNA | 4.35K | $247.9K | 0.2% | $119.6K | Cut$100.3K |
| Medpace Hldgs Inc | — | 430 | $228.1K | 0.2% | — | New |
| Guardant Health, Inc. | GH | 1.98K | $205.5K | 0.2% | — | New |
| Revolution Medicines Inc | — | 1.83K | $202.3K | 0.2% | — | New |
| Palisade Bio, Inc. | PALI | 88K | $172.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.