Sectoral Asset Management
Latest statistics and disclosures from Sectoral Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CTNM, LLY, GPCR, ANAB, Shoulder Innovations, and represent 21.07% of Sectoral Asset Management's stock portfolio.
- Added to shares of these 10 stocks: Shoulder Innovations (+$5.4M), GPCR, XBI, ANAB, IMTX, RCUS, TECX, TIL, SLDB, ORIC.
- Started 4 new stock positions in PRVA, Shoulder Innovations, ALHC, XBI.
- Reduced shares in these 10 stocks: LENZ (-$29M), MLYS (-$13M), RAPP, PVLA, REPL, TRML, QURE, ZBIO, UNH, GMED.
- Sold out of its positions in CVRX, CAI, CNC, GMED, IOBT, LEGN, LENZ, MEDP, RXRX, REPL. RVMD, SRRK, TRML, VTRS, KMTS, CRSP.
- Sectoral Asset Management was a net seller of stock by $-32M.
- Sectoral Asset Management has $162M in assets under management (AUM), dropping by 6.97%.
- Central Index Key (CIK): 0001274413
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Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 82 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Contineum Therapeutics Cl A (CTNM) | 5.8 | $9.4M | 801k | 11.75 |
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| Eli Lilly & Co. (LLY) | 4.4 | $7.2M | +4% | 9.4k | 763.00 |
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| Structure Therapeutics Sp Adr (GPCR) | 3.8 | $6.2M | +331% | 222k | 28.00 |
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| Anaptysbio Inc Common (ANAB) | 3.7 | $6.0M | +131% | 195k | 30.62 |
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| Shoulder Innovations Common Stock | 3.3 | $5.4M | NEW | 430k | 12.55 |
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| Arcus Biosciences Incorporated (RCUS) | 3.1 | $5.0M | +43% | 368k | 13.60 |
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| Immatics Nv SHS (IMTX) | 2.9 | $4.8M | +68% | 561k | 8.52 |
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| UnitedHealth (UNH) | 2.9 | $4.7M | -19% | 14k | 345.30 |
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| Bicara Therapeutics (BCAX) | 2.6 | $4.2M | +32% | 267k | 15.79 |
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| Oric Pharmaceuticals (ORIC) | 2.4 | $3.9M | +41% | 329k | 12.00 |
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| Solid Biosciences Com New (SLDB) | 2.4 | $3.9M | +50% | 633k | 6.17 |
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| Kura Oncology (KURA) | 2.2 | $3.5M | +22% | 396k | 8.85 |
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| Ventyx Biosciences (VTYX) | 2.1 | $3.4M | +18% | 1.1M | 3.11 |
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| Abbvie (ABBV) | 2.1 | $3.4M | 15k | 231.54 |
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| Mbx Biosciences (MBX) | 2.1 | $3.4M | 195k | 17.50 |
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| Spdr Series Trust S&p Biotech (XBI) | 2.1 | $3.4M | NEW | 34k | 100.20 |
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| Zenas Biopharma (ZBIO) | 2.1 | $3.4M | -27% | 152k | 22.20 |
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| Palvella Therapeutics Inc Ne (PVLA) | 1.9 | $3.1M | -48% | 49k | 62.69 |
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| Tectonic Therapeutic (TECX) | 1.9 | $3.0M | +94% | 193k | 15.69 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $3.0M | +11% | 7.7k | 391.64 |
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| Amgen (AMGN) | 1.8 | $2.9M | -8% | 10k | 282.20 |
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| Instil Bio Com New (TIL) | 1.8 | $2.9M | +87% | 161k | 17.86 |
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| Argenx Se Spn Sp Adr (ARGX) | 1.8 | $2.9M | -4% | 3.9k | 737.56 |
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| Johnson & Johnson (JNJ) | 1.8 | $2.8M | -20% | 15k | 185.42 |
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| Intuitive Surgic Com New (ISRG) | 1.6 | $2.6M | +9% | 5.8k | 447.23 |
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| Beone Medicines Sp Adr (ONC) | 1.5 | $2.5M | -6% | 7.2k | 340.70 |
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| Abbott Laboratories (ABT) | 1.4 | $2.3M | +13% | 17k | 133.94 |
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| Regeneron Pharmaceuticals (REGN) | 1.4 | $2.2M | +43% | 4.0k | 562.27 |
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| Gilead Sciences (GILD) | 1.3 | $2.2M | 20k | 111.00 |
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| Boston Scientific Corporation (BSX) | 1.3 | $2.2M | +4% | 22k | 97.63 |
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| Danaher Corporation (DHR) | 1.3 | $2.1M | 11k | 198.48 |
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| Pfizer (PFE) | 1.2 | $2.0M | 77k | 25.48 |
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| Insmed Com Par $.01 (INSM) | 1.2 | $1.9M | -9% | 13k | 144.01 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $1.9M | 3.9k | 485.32 |
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| Uniqure SHS (QURE) | 1.1 | $1.8M | -44% | 31k | 58.37 |
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| Biontech Se Sp Adr (BNTX) | 1.1 | $1.7M | +9% | 18k | 98.62 |
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| Stryker Corporation (SYK) | 1.0 | $1.6M | +10% | 4.3k | 370.26 |
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| Summit Therapeutics (SMMT) | 0.9 | $1.5M | +13% | 74k | 20.66 |
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| Alnylam Pharmaceuticals (ALNY) | 0.9 | $1.5M | 3.3k | 456.00 |
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| Astrazeneca Sp Adr (AZN) | 0.9 | $1.4M | 19k | 76.72 |
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| Dex (DXCM) | 0.9 | $1.4M | +56% | 21k | 67.29 |
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| Merck & Co (MRK) | 0.9 | $1.4M | -21% | 16k | 84.50 |
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| BioMarin Pharmaceutical (BMRN) | 0.8 | $1.4M | +6% | 25k | 54.16 |
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| Rapport Therapeutics (RAPP) | 0.8 | $1.3M | -75% | 44k | 29.70 |
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| Mineralys Therapeutics (MLYS) | 0.8 | $1.3M | -91% | 34k | 37.92 |
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| Syndax Pharmaceuticals (SNDX) | 0.8 | $1.2M | +25% | 79k | 15.38 |
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| Edwards Lifesciences (EW) | 0.7 | $1.2M | 15k | 77.77 |
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| Tarsus Pharmaceuticals (TARS) | 0.7 | $1.1M | 18k | 59.43 |
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| Merus N V (MRUS) | 0.7 | $1.1M | -26% | 12k | 94.15 |
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| Trevi Therapeutics (TRVI) | 0.6 | $969k | -21% | 106k | 9.15 |
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| Alignment Healthcare (ALHC) | 0.6 | $951k | NEW | 55k | 17.45 |
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| Amicus Therapeutics (FOLD) | 0.6 | $939k | 119k | 7.88 |
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| Privia Health Group (PRVA) | 0.6 | $909k | NEW | 37k | 24.90 |
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| Vera Therapeutics Cl A (VERA) | 0.5 | $877k | -27% | 30k | 29.06 |
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| Boundless Bio (BOLD) | 0.5 | $835k | 679k | 1.23 |
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| Silverback Therapeutics (SPRY) | 0.5 | $822k | +24% | 82k | 10.05 |
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| RadNet (RDNT) | 0.5 | $762k | -20% | 10k | 76.21 |
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| Roivant Sciences SHS (ROIV) | 0.5 | $757k | 50k | 15.13 |
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| Arrivent Biopharma (AVBP) | 0.4 | $724k | +10% | 39k | 18.45 |
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| Ascendis Pharma Sp Adr (ASND) | 0.4 | $716k | +3% | 3.6k | 198.81 |
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| Bridgebio Pharma (BBIO) | 0.4 | $709k | -15% | 14k | 51.94 |
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| Omada Health (OMDA) | 0.4 | $608k | -20% | 28k | 22.11 |
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| Ionis Pharmaceuticals (IONS) | 0.4 | $602k | 9.2k | 65.42 |
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| Cytokinetics Com New (CYTK) | 0.3 | $562k | -12% | 10k | 54.96 |
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| Hinge Health Cl A (HNGE) | 0.3 | $550k | +21% | 11k | 49.08 |
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| Ptc Therapeutics I (PTCT) | 0.3 | $524k | 8.5k | 61.37 |
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| Cigna Corp (CI) | 0.3 | $519k | 1.8k | 288.25 |
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| Bristol Myers Squibb (BMY) | 0.3 | $487k | 11k | 45.10 |
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| Zai Lab Adr (ZLAB) | 0.3 | $427k | -20% | 13k | 33.89 |
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| Neurocrine Biosciences (NBIX) | 0.3 | $416k | 3.0k | 140.38 |
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| Madrigal Pharmaceuticals (MDGL) | 0.2 | $335k | 730.00 | 458.66 |
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| Biogen Idec (BIIB) | 0.2 | $333k | 2.4k | 140.08 |
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| Royalty Pharma Shs Class A (RPRX) | 0.2 | $327k | 9.3k | 35.28 |
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| United Therapeutics Corporation (UTHR) | 0.2 | $321k | 765.00 | 419.21 |
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| Tempus Ai Cl A (TEM) | 0.2 | $304k | 3.8k | 80.71 |
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| Jazz Pharma Shs Usd (JAZZ) | 0.2 | $296k | 2.2k | 131.80 |
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| Illumina (ILMN) | 0.2 | $259k | 2.7k | 94.97 |
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| Incyte Corporation (INCY) | 0.2 | $257k | -50% | 3.0k | 84.81 |
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| Vaxcyte (PCVX) | 0.1 | $152k | 4.2k | 36.02 |
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| Moderna (MRNA) | 0.1 | $145k | 5.6k | 25.83 |
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| Axsome Therapeutics (AXSM) | 0.1 | $124k | 1.0k | 121.45 |
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| Moonlake Immunothera Class A Ord (MLTX) | 0.0 | $6.9k | -93% | 956.00 | 7.17 |
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Past Filings by Sectoral Asset Management
SEC 13F filings are viewable for Sectoral Asset Management going back to 2010
- Sectoral Asset Management 2025 Q3 filed Nov. 14, 2025
- Sectoral Asset Management 2025 Q2 filed Aug. 14, 2025
- Sectoral Asset Management 2025 Q1 filed May 15, 2025
- Sectoral Asset Management 2024 Q4 filed Feb. 14, 2025
- Sectoral Asset Management 2024 Q3 filed Nov. 14, 2024
- Sectoral Asset Management 2024 Q2 filed Aug. 13, 2024
- Sectoral Asset Management 2024 Q1 filed May 14, 2024
- Sectoral Asset Management 2023 Q4 filed Feb. 14, 2024
- Sectoral Asset Management 2023 Q3 filed Nov. 14, 2023
- Sectoral Asset Management 2023 Q2 filed Aug. 11, 2023
- Sectoral Asset Management 2023 Q1 filed May 12, 2023
- Sectoral Asset Management 2022 Q4 filed Feb. 10, 2023
- Sectoral Asset Management 2022 Q3 filed Nov. 10, 2022
- Sectoral Asset Management 2022 Q2 filed Aug. 15, 2022
- Sectoral Asset Management 2022 Q1 filed May 10, 2022
- Sectoral Asset Management 2021 Q4 filed Feb. 11, 2022