Sectoral Asset Management Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 84Value: $128.5MLatest: 2025Q1

SECTORAL ASSET MANAGEMENT INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 84 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXSM",
  "ASND",
  "TRVI",
  "INSM",
  "RVMD",
  "ORIC",
  "TEM",
  "ARGX",
  "JAZZ",
  "RDNT",
  "MDGL",
  "ABT",
  "ABBV",
  "PTCT",
  "ALNY",
  "FOLD",
  "BSX",
  "RXRX",
  "SWTX",
  "RCKT",
  "ARVN",
  "AVBP",
  "RCUS",
  "GPCR",
  "LENZ",
  "SMMT",
  "MLYS",
  "LEGN",
  "GILD",
  "AZN",
  "CTNM",
  "ISRG",
  "TARS",
  "CVRX",
  "NBIX",
  "IONS",
  "MDT",
  "INCY",
  "ILMN",
  "ICLR",
  "UNH",
  "PFE",
  "SPRY",
  "MRK",
  "AMGN",
  "REGN",
  null,
  "SYK",
  "TMO",
  "UTHR",
  "PHR",
  "MRNA",
  "MLTX",
  "QURE",
  "COGT",
  "BOLD",
  "VRTX",
  "MEDP",
  "THC",
  "ROIV",
  null,
  "IOBT",
  "NVO",
  "VTRS",
  "ZLAB",
  "VERA",
  "BIIB",
  "RPRX",
  "PCVX",
  null,
  "BNTX",
  "BMRN",
  "BPMC",
  "BMY",
  "BBIO",
  "CLOV",
  "CRNX",
  "CRSP",
  "DHR",
  "CYTK",
  "DXCM",
  "ELV",
  "JNJ",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 84
Total Value: 128479667
Accession Number: 0001104659-25-049125
Form Type: 13F-HR
CIK: sectoral-asset-management
Manager Name: Sectoral-Asset-Management

Data Enrichment

96% identified

81 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $128.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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LENZ Therapeutics, Inc.

LENZ|52635N103

Shares:977.2K

Value:$25.1M

% of Portfolio:19.6% ($25.1M/$128.5M)

ELI LILLY & Co

LLY|532457108

Shares:9.4K

Value:$7.8M

% of Portfolio:6.1% ($7.8M/$128.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:12.9K

Value:$6.8M

% of Portfolio:5.3% ($6.8M/$128.5M)

Mineralys Therapeutics, Inc.

MLYS|603170101

Shares:370.5K

Value:$5.9M

% of Portfolio:4.6% ($5.9M/$128.5M)

Contineum Therapeutics, Inc.

CTNM|21217B100

Shares:800.8K

Value:$5.6M

% of Portfolio:4.4% ($5.6M/$128.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:21.8K

Value:$3.6M

% of Portfolio:2.8% ($3.6M/$128.5M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:32.0K

Value:$3.6M

% of Portfolio:2.8% ($3.6M/$128.5M)

AMGEN INC

AMGN|031162100

Shares:10.4K

Value:$3.2M

% of Portfolio:2.5% ($3.2M/$128.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:14.8K

Value:$3.1M

% of Portfolio:2.4% ($3.1M/$128.5M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:5.3K

Value:$2.6M

% of Portfolio:2.0% ($2.6M/$128.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:18.7K

Value:$2.5M

% of Portfolio:1.9% ($2.5M/$128.5M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:24.2K

Value:$2.4M

% of Portfolio:1.9% ($2.4M/$128.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:26.9K

Value:$2.4M

% of Portfolio:1.9% ($2.4M/$128.5M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:4.7K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$128.5M)

STRYKER CORP

SYK|863667101

Shares:6.1K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$128.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:10.6K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$128.5M)

Medtronic plc

MDT|G5960L103

Shares:23.9K

Value:$2.1M

% of Portfolio:1.7% ($2.1M/$128.5M)

ARGENX SE

ARGX|04016X101

Shares:3.1K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$128.5M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:2.8K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$128.5M)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:23.5K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$128.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LENZ Therapeutics, Inc.(LENZcusip52635N103)	977.2K	QoQ 0.00% (-0) YoY -8.55% (-91.4K)	All Managers (Combined)	$25.1M	19.6% ($25.1M/$128.5M)	QoQ -10.94% (-$3.1M) YoY +5.28% (-$1.3M)
ELI LILLY & Co(LLYcusip532457108)	9.4K	QoQ -24.94% (-3.1K) YoY -63.31% (-16.2K)	All Managers (Combined)	$7.8M	6.1% ($7.8M/$128.5M)	QoQ -19.70% (-$1.9M) YoY -61.05% (-$12.2M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	12.9K	QoQ -11.82% (-1.7K) YoY -44.35% (-10.3K)	All Managers (Combined)	$6.8M	5.3% ($6.8M/$128.5M)	QoQ -8.71% (-$644.4K) YoY -41.09% (-$4.7M)
Mineralys Therapeutics, Inc.(MLYScusip603170101)	370.5K	QoQ -2.72% (-10.4K) YoY -32.90% (-181.7K)	All Managers (Combined)	$5.9M	4.6% ($5.9M/$128.5M)	QoQ +25.48% (-$1.2M) YoY -17.47% (-$1.2M)
Contineum Therapeutics, Inc.(CTNMcusip21217B100)	800.8K	QoQ 0.00% (-0) YoY NEW(+800.8K)	All Managers (Combined)	$5.6M	4.4% ($5.6M/$128.5M)	QoQ -52.35% (-$6.1M) YoY NEW(+$5.6M)
JOHNSON & JOHNSON(JNJcusip478160104)	21.8K	QoQ -4.80% (-1.1K) YoY -54.44% (-26.1K)	All Managers (Combined)	$3.6M	2.8% ($3.6M/$128.5M)	QoQ +9.16% (-$303.5K) YoY -52.23% (-$4.0M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	32.0K	QoQ -37.59% (-19.3K) YoY -17.27% (-6.7K)	All Managers (Combined)	$3.6M	2.8% ($3.6M/$128.5M)	QoQ -24.29% (-$1.2M) YoY +26.54% (-$752.7K)
AMGEN INC(AMGNcusip031162100)	10.4K	QoQ -17.25% (-2.2K) YoY -35.43% (-5.7K)	All Managers (Combined)	$3.2M	2.5% ($3.2M/$128.5M)	QoQ -1.08% (-$35.6K) YoY -29.25% (-$1.3M)
AbbVie Inc.(ABBVcusip00287Y109)	14.8K	QoQ -21.27% (-4.0K) YoY -57.95% (-20.4K)	All Managers (Combined)	$3.1M	2.4% ($3.1M/$128.5M)	QoQ -7.17% (-$239.9K) YoY -51.62% (-$3.3M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	5.3K	QoQ +72.13% (+2.2K) YoY -13.93% (-850)	All Managers (Combined)	$2.6M	2.0% ($2.6M/$128.5M)	QoQ +63.32% (+$1.0M) YoY +6.80% (-$165.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	18.7K	QoQ -23.36% (-5.7K) YoY -73.38% (-51.5K)	All Managers (Combined)	$2.5M	1.9% ($2.5M/$128.5M)	QoQ -10.12% (-$279.4K) YoY -68.93% (-$5.5M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	24.2K	QoQ -25.51% (-8.3K) YoY -71.98% (-62.3K)	All Managers (Combined)	$2.4M	1.9% ($2.4M/$128.5M)	QoQ -15.87% (-$461.3K) YoY -58.73% (-$3.5M)
Merck & Co., Inc.(MRKcusip58933Y105)	26.9K	QoQ +9.79% (-2.4K) YoY -68.90% (-59.6K)	All Managers (Combined)	$2.4M	1.9% ($2.4M/$128.5M)	QoQ -0.93% (-$22.7K) YoY -78.84% (-$9.0M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	4.7K	QoQ +28.74% (+1.1K) YoY -34.46% (-2.5K)	All Managers (Combined)	$2.3M	1.8% ($2.3M/$128.5M)	QoQ +55.00% (+$812.9K) YoY -23.99% (-$723.1K)
STRYKER CORP(SYKcusip863667101)	6.1K	QoQ -4.68% (-300) YoY -7.57% (-500)	All Managers (Combined)	$2.3M	1.8% ($2.3M/$128.5M)	QoQ -1.61% (-$37.4K) YoY -3.86% (-$91.2K)
DANAHER CORP /DE/(DHRcusip235851102)	10.6K	QoQ +45.36% (+3.3K) YoY -40.33% (-7.2K)	All Managers (Combined)	$2.2M	1.7% ($2.2M/$128.5M)	QoQ +29.70% (+$496.5K) YoY -51.02% (-$2.3M)
Medtronic plc(MDTcusipG5960L103)	23.9K	QoQ -9.48% (-2.5K) YoY -37.32% (-14.2K)	All Managers (Combined)	$2.1M	1.7% ($2.1M/$128.5M)	QoQ +1.19% (-$25.4K) YoY -35.37% (-$1.2M)
ARGENX SE(ARGXcusip04016X101)	3.1K	QoQ -9.53% (-327) YoY -66.65% (-6.2K)	All Managers (Combined)	$1.8M	1.4% ($1.8M/$128.5M)	QoQ -12.93% (-$272.9K) YoY -49.88% (-$1.8M)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	2.8K	QoQ -18.44% (-627) YoY -60.80% (-4.3K)	All Managers (Combined)	$1.8M	1.4% ($1.8M/$128.5M)	QoQ -27.38% (-$663.2K) YoY -74.17% (-$5.1M)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	23.5K	QoQ -19.96% (-5.9K) YoY -54.43% (-28.1K)	All Managers (Combined)	$1.7M	1.3% ($1.7M/$128.5M)	QoQ -13.92% (-$269.1K) YoY -63.12% (-$2.8M)