Sector Gamma ASA
Latest statistics and disclosures from Sector Gamma As's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BMY, MRK, MDT, BDX, GILD, and represent 34.59% of Sector Gamma As's stock portfolio.
- Added to shares of these 10 stocks: BMY (+$8.9M), ELV (+$8.0M), REGN (+$5.5M), CRNX (+$5.4M), BDX, MRK, GILD, AVTR, CGON, EW.
- Started 3 new stock positions in REGN, CGON, CRNX.
- Reduced shares in these 10 stocks: PFE (-$9.8M), BAX (-$8.7M), IONS (-$6.8M), VTRS (-$6.6M), HUM (-$6.2M), ELAN (-$6.2M), , SOLV, PTCT, MDT.
- Sold out of its positions in ACLX, BAX, BNTX, ELAN, HUM, SOLV, VTRS, ICLR.
- Sector Gamma As was a net seller of stock by $-6.6M.
- Sector Gamma As has $439M in assets under management (AUM), dropping by 8.78%.
- Central Index Key (CIK): 0001475373
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Positions held by Sector Gamma ASA consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Sector Gamma As
Sector Gamma As holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 9.2 | $40M | +28% | 746k | 53.94 |
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| Merck & Co (MRK) | 8.7 | $38M | +12% | 364k | 105.26 |
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| Medtronic SHS (MDT) | 5.9 | $26M | -11% | 270k | 96.06 |
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| Becton, Dickinson and (BDX) | 5.9 | $26M | +21% | 132k | 194.07 |
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| Gilead Sciences (GILD) | 4.9 | $22M | +19% | 176k | 122.74 |
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| Incyte Corporation (INCY) | 4.9 | $22M | +6% | 219k | 98.77 |
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| Pfizer (PFE) | 4.9 | $21M | -31% | 860k | 24.90 |
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| Amgen (AMGN) | 4.5 | $20M | 61k | 327.31 |
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| Biogen Idec (BIIB) | 3.4 | $15M | +13% | 86k | 175.99 |
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| Ionis Pharmaceuticals (IONS) | 3.3 | $15M | -31% | 185k | 79.11 |
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| CVS Caremark Corporation (CVS) | 3.2 | $14M | +13% | 178k | 79.36 |
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| Cardinal Health (CAH) | 2.9 | $13M | +4% | 62k | 205.50 |
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| Thermo Fisher Scientific (TMO) | 2.9 | $13M | +17% | 22k | 579.45 |
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| Bruker Corporation (BRKR) | 2.7 | $12M | 255k | 47.11 |
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| Zimmer Holdings (ZBH) | 2.7 | $12M | +16% | 133k | 89.92 |
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| BioMarin Pharmaceutical (BMRN) | 2.7 | $12M | +12% | 199k | 59.43 |
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| Anthem (ELV) | 2.6 | $11M | +238% | 33k | 350.55 |
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| Centene Corporation (CNC) | 2.4 | $11M | +21% | 258k | 41.15 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 2.1 | $9.4M | +2% | 114k | 82.02 |
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| Edwards Lifesciences (EW) | 1.9 | $8.2M | +32% | 96k | 85.25 |
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| Avantor (AVTR) | 1.8 | $8.0M | +45% | 695k | 11.46 |
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| Bio Rad Labs Cl A (BIO) | 1.6 | $7.2M | +4% | 24k | 302.99 |
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| Labcorp Holdings Com Shs (LH) | 1.5 | $6.8M | +4% | 27k | 250.88 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.4 | $6.2M | +45% | 94k | 66.55 |
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| Tandem Diabetes Care Com New (TNDM) | 1.3 | $5.9M | 267k | 21.98 |
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| Regeneron Pharmaceuticals (REGN) | 1.3 | $5.5M | NEW | 7.2k | 771.87 |
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| Crinetics Pharmaceuticals In (CRNX) | 1.2 | $5.4M | NEW | 115k | 46.55 |
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| Syndax Pharmaceuticals (SNDX) | 1.2 | $5.3M | +19% | 252k | 21.01 |
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| Dex (DXCM) | 1.2 | $5.1M | 76k | 66.37 |
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| Hca Holdings (HCA) | 1.1 | $5.0M | 11k | 466.86 |
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| Kura Oncology (KURA) | 1.1 | $4.7M | +3% | 456k | 10.39 |
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| Ptc Therapeutics I (PTCT) | 1.1 | $4.7M | -47% | 62k | 75.96 |
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| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.8 | $3.5M | -32% | 16k | 213.24 |
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| Cg Oncology (CGON) | 0.5 | $2.2M | NEW | 52k | 41.52 |
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| Organon & Co Common Stock (OGN) | 0.5 | $2.2M | -44% | 300k | 7.17 |
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| Certara Ord (CERT) | 0.5 | $2.0M | 231k | 8.81 |
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Past Filings by Sector Gamma As
SEC 13F filings are viewable for Sector Gamma As going back to 2010
- Sector Gamma As 2025 Q4 filed Feb. 12, 2026
- Sector Gamma As 2025 Q3 filed Oct. 31, 2025
- Sector Gamma As 2025 Q2 filed July 31, 2025
- Sector Gamma As 2025 Q1 filed May 13, 2025
- Sector Gamma As 2024 Q4 filed Feb. 11, 2025
- Sector Gamma As 2024 Q3 filed Nov. 13, 2024
- Sector Gamma As 2024 Q2 filed Aug. 9, 2024
- Sector Gamma As 2024 Q1 filed May 8, 2024
- Sector Gamma As 2023 Q4 filed Feb. 5, 2024
- Sector Gamma As 2023 Q3 filed Nov. 6, 2023
- Sector Gamma As 2023 Q2 filed Aug. 9, 2023
- Sector Gamma As 2023 Q1 filed May 12, 2023
- Sector Gamma As 2022 Q4 restated filed Feb. 8, 2023
- Sector Gamma As 2022 Q4 filed Feb. 7, 2023
- Sector Gamma As 2022 Q3 filed Nov. 9, 2022
- Sector Gamma As 2022 Q2 filed Aug. 5, 2022