Sectoral Asset Management as of Dec. 31, 2020
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 97 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atea Pharmaceuticals (AVIR) | 4.4 | $62M | 1.5M | 41.78 | |
| Arvinas Ord (ARVN) | 3.2 | $45M | 532k | 84.93 | |
| Tandem Diabetes Care Com New (TNDM) | 3.2 | $45M | 472k | 95.68 | |
| Teladoc (TDOC) | 3.0 | $42M | 210k | 199.96 | |
| Laboratory Corp Amer Hldgs Com New | 2.9 | $41M | 202k | 203.55 | |
| Ptc Therapeutics I (PTCT) | 2.6 | $37M | 604k | 61.03 | |
| Exelixis (EXEL) | 2.5 | $36M | 1.8M | 20.07 | |
| AtriCure (ATRC) | 2.5 | $36M | 644k | 55.67 | |
| Teleflex Incorporated (TFX) | 2.5 | $36M | 86k | 411.56 | |
| Amicus Therapeutics (FOLD) | 2.5 | $35M | 1.5M | 23.09 | |
| ACADIA Pharmaceuticals (ACAD) | 2.5 | $35M | 654k | 53.46 | |
| Ppd | 2.4 | $33M | 977k | 34.22 | |
| Evolent Health Cl A (EVH) | 2.3 | $33M | 2.0M | 16.03 | |
| Turning Point Therapeutics I | 2.2 | $31M | 257k | 121.85 | |
| Acutus Medical (AFIB) | 2.0 | $28M | 982k | 28.81 | |
| R1 Rcm | 2.0 | $28M | 1.2M | 24.02 | |
| Deciphera Pharmaceuticals | 2.0 | $28M | 489k | 57.07 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 1.9 | $28M | 979k | 28.05 | |
| Replimune Group (REPL) | 1.8 | $26M | 668k | 38.15 | |
| Irhythm Technologies (IRTC) | 1.8 | $25M | 107k | 237.21 | |
| Silk Road Medical Inc Common | 1.8 | $25M | 400k | 62.98 | |
| Novavax Com New (NVAX) | 1.8 | $25M | 223k | 111.51 | |
| Align Technology (ALGN) | 1.7 | $25M | 46k | 534.39 | |
| Arena Pharmaceuticals Com New | 1.7 | $25M | 320k | 76.83 | |
| Repligen Corporation (RGEN) | 1.7 | $24M | 124k | 191.63 | |
| IDEXX Laboratories (IDXX) | 1.7 | $24M | 47k | 499.86 | |
| Arcus Biosciences Com Usd (RCUS) | 1.6 | $22M | 861k | 25.96 | |
| Certara Ord (CERT) | 1.4 | $20M | 606k | 33.72 | |
| Rocket Pharmaceuticals (RCKT) | 1.4 | $20M | 367k | 54.84 | |
| Zimmer Holdings (ZBH) | 1.3 | $19M | 121k | 154.09 | |
| American Well Corp Cl A | 1.3 | $18M | 724k | 25.33 | |
| Pra Health Sciences Com Usd | 1.2 | $17M | 137k | 125.44 | |
| Mirati Therapeutics | 1.1 | $16M | 74k | 219.64 | |
| Dex (DXCM) | 1.1 | $16M | 43k | 369.71 | |
| Revolution Medicines (RVMD) | 1.1 | $15M | 389k | 39.59 | |
| Centene Corporation (CNC) | 1.1 | $15M | 257k | 60.03 | |
| Blueprint Medicines (BPMC) | 1.1 | $15M | 137k | 112.15 | |
| Oak Street Health | 1.1 | $15M | 250k | 61.16 | |
| Sarepta Therapeutics (SRPT) | 1.0 | $15M | 87k | 170.50 | |
| ResMed (RMD) | 1.0 | $14M | 66k | 212.56 | |
| Alnylam Pharmaceuticals (ALNY) | 1.0 | $14M | 108k | 129.97 | |
| Alexion Pharmaceuticals | 1.0 | $14M | 88k | 156.24 | |
| Moderna (MRNA) | 0.9 | $13M | 126k | 104.47 | |
| Freeline Therapeutics Hldgs Sponsored Ads | 0.8 | $12M | 658k | 18.26 | |
| Johnson & Johnson (JNJ) | 0.8 | $12M | 75k | 157.38 | |
| Hologic (HOLX) | 0.8 | $12M | 158k | 72.83 | |
| Insulet Corporation (PODD) | 0.8 | $11M | 43k | 255.64 | |
| Sigilon Therapeutics | 0.8 | $11M | 225k | 48.03 | |
| Tg Therapeutics (TGTX) | 0.8 | $11M | 207k | 52.02 | |
| Abbvie (ABBV) | 0.7 | $10M | 95k | 107.15 | |
| Guardant Health (GH) | 0.7 | $10M | 79k | 128.88 | |
| Seagen | 0.7 | $10M | 58k | 175.15 | |
| Poseida Therapeutics I (PSTX) | 0.6 | $9.2M | 839k | 10.97 | |
| Bristol Myers Squibb (BMY) | 0.6 | $9.0M | 146k | 62.03 | |
| Fate Therapeutics (FATE) | 0.6 | $9.0M | 99k | 90.93 | |
| UnitedHealth (UNH) | 0.6 | $8.9M | 26k | 350.68 | |
| Cytosorbents Corp Com New (CTSO) | 0.6 | $8.8M | 1.1M | 7.97 | |
| Natera (NTRA) | 0.6 | $8.8M | 88k | 99.52 | |
| Abbott Laboratories (ABT) | 0.6 | $8.7M | 80k | 109.49 | |
| Eli Lilly & Co. (LLY) | 0.6 | $8.7M | 52k | 168.84 | |
| BioMarin Pharmaceutical (BMRN) | 0.6 | $8.5M | 97k | 87.69 | |
| Molina Healthcare (MOH) | 0.6 | $8.1M | 38k | 212.68 | |
| Checkmate Pharmaceuticals In | 0.6 | $8.0M | 549k | 14.59 | |
| Aveo Pharmaceuticals Com New | 0.5 | $6.6M | 1.2M | 5.77 | |
| Cigna Corp (CI) | 0.4 | $5.8M | 28k | 208.18 | |
| Seer Com Cl A (SEER) | 0.4 | $5.3M | 95k | 56.14 | |
| Bellus Health Com New | 0.4 | $5.2M | 1.7M | 3.06 | |
| Amgen (AMGN) | 0.4 | $5.2M | 23k | 229.90 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $4.8M | 10k | 465.77 | |
| Medtronic SHS (MDT) | 0.3 | $4.5M | 39k | 117.14 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $4.0M | 17k | 236.33 | |
| Fibrogen (FGEN) | 0.3 | $3.9M | 104k | 37.09 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $3.8M | 25k | 153.10 | |
| Apellis Pharmaceuticals (APLS) | 0.3 | $3.7M | 65k | 57.20 | |
| Merck & Co (MRK) | 0.3 | $3.6M | 45k | 81.80 | |
| Pfizer (PFE) | 0.2 | $3.5M | 95k | 36.81 | |
| Nucana Sponsored Adr | 0.2 | $3.4M | 750k | 4.49 | |
| Biogen Idec (BIIB) | 0.2 | $3.1M | 13k | 244.88 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $2.2M | 4.6k | 483.12 | |
| Molecular Templates | 0.1 | $2.1M | 225k | 9.39 | |
| Sotera Health (SHC) | 0.1 | $2.0M | 75k | 27.45 | |
| Stryker Corporation (SYK) | 0.1 | $1.9M | 7.8k | 245.00 | |
| Boston Scientific Corporation (BSX) | 0.1 | $1.8M | 50k | 35.96 | |
| Gilead Sciences (GILD) | 0.1 | $1.7M | 30k | 58.27 | |
| Danaher Corporation (DHR) | 0.1 | $1.7M | 7.5k | 222.13 | |
| Illumina (ILMN) | 0.1 | $1.5M | 4.1k | 370.02 | |
| Aprea Therapeutics | 0.1 | $805k | 164k | 4.92 | |
| Incyte Corporation (INCY) | 0.1 | $752k | 8.6k | 87.04 | |
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $735k | 2.5k | 294.00 | |
| Horizon Therapeutics Pub L SHS | 0.0 | $693k | 9.5k | 73.14 | |
| Zai Lab Adr (ZLAB) | 0.0 | $528k | 3.9k | 135.38 | |
| Aligos Therapeutics | 0.0 | $517k | 19k | 27.64 | |
| Dr Reddys Labs Adr (RDY) | 0.0 | $460k | 6.5k | 71.27 | |
| Bridgebio Pharma (BBIO) | 0.0 | $427k | 6.0k | 71.17 | |
| Allovir Com Usd (ALVR) | 0.0 | $375k | 9.7k | 38.48 | |
| Kodiak Sciences (KOD) | 0.0 | $242k | 1.7k | 146.67 | |
| 4d Molecular Therapeutics In (FDMT) | 0.0 | $217k | 5.2k | 41.54 |
