Sectoral Asset Management as of March 31, 2023
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 118 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Evolent Health Cl A (EVH) | 3.1 | $16M | 491k | 32.45 | |
| R1 RCM (RCM) | 2.7 | $14M | 949k | 15.00 | |
| Shockwave Med | 2.6 | $14M | 63k | 216.83 | |
| UnitedHealth (UNH) | 2.4 | $12M | 26k | 472.59 | |
| BioMarin Pharmaceutical (BMRN) | 2.3 | $12M | 124k | 97.24 | |
| Prometheus Biosciences | 2.2 | $12M | 108k | 107.32 | |
| Apellis Pharmaceuticals (APLS) | 2.2 | $11M | 173k | 65.96 | |
| Ptc Therapeutics I (PTCT) | 2.1 | $11M | 227k | 48.44 | |
| Icon SHS (ICLR) | 2.1 | $11M | 51k | 213.59 | |
| Healthequity (HQY) | 2.1 | $11M | 183k | 58.71 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.9 | $9.7M | 118k | 82.56 | |
| Johnson & Johnson (JNJ) | 1.8 | $9.6M | 62k | 155.00 | |
| Mineralys Therapeutics (MLYS) | 1.8 | $9.6M | 613k | 15.66 | |
| Option Care Health (OPCH) | 1.8 | $9.5M | 299k | 31.77 | |
| Inari Medical Ord (NARI) | 1.8 | $9.4M | 153k | 61.74 | |
| Treace Med Concepts (TMCI) | 1.8 | $9.2M | 366k | 25.19 | |
| Insmed (INSM) | 1.7 | $8.8M | 516k | 17.05 | |
| Eli Lilly & Co. (LLY) | 1.6 | $8.2M | 24k | 343.42 | |
| Agiliti | 1.6 | $8.2M | 510k | 15.98 | |
| Travere Therapeutics (TVTX) | 1.6 | $8.1M | 359k | 22.49 | |
| RadNet (RDNT) | 1.5 | $7.8M | 313k | 25.03 | |
| Privia Health Group (PRVA) | 1.5 | $7.7M | 280k | 27.61 | |
| Irhythm Technologies (IRTC) | 1.4 | $7.3M | 59k | 124.03 | |
| Amylyx Pharmaceuticals (AMLX) | 1.4 | $7.1M | 242k | 29.34 | |
| AtriCure (ATRC) | 1.3 | $6.6M | 160k | 41.45 | |
| Alkermes SHS (ALKS) | 1.3 | $6.5M | 231k | 28.19 | |
| Inspire Med Sys (INSP) | 1.2 | $6.4M | 28k | 234.07 | |
| Pfizer (PFE) | 1.2 | $6.4M | 157k | 40.80 | |
| Abbvie (ABBV) | 1.2 | $6.3M | 39k | 159.37 | |
| Intra Cellular Therapies (ITCI) | 1.2 | $6.2M | 114k | 54.15 | |
| Tenet Healthcare Corporation (THC) | 1.2 | $6.0M | 102k | 59.42 | |
| Axonics Modulation Technolog (AXNX) | 1.2 | $6.0M | 110k | 54.56 | |
| Prothena Corp SHS (PRTA) | 1.1 | $5.9M | 123k | 48.47 | |
| Merck & Co (MRK) | 1.1 | $5.9M | 55k | 106.39 | |
| Amicus Therapeutics (FOLD) | 1.1 | $5.8M | 520k | 11.09 | |
| Denali Therapeutics (DNLI) | 1.1 | $5.6M | 245k | 23.04 | |
| Arvinas Ord (ARVN) | 1.1 | $5.6M | 205k | 27.32 | |
| Bellus Health Com New | 1.1 | $5.5M | 768k | 7.20 | |
| Blueprint Medicines (BPMC) | 1.1 | $5.5M | 122k | 44.99 | |
| Galera Therapeutics (GRTX) | 1.0 | $5.4M | 2.1M | 2.56 | |
| Arcus Biosciences Incorporated (RCUS) | 1.0 | $5.4M | 294k | 18.24 | |
| Alnylam Pharmaceuticals (ALNY) | 1.0 | $5.3M | 27k | 200.32 | |
| Amgen (AMGN) | 1.0 | $5.3M | 22k | 241.75 | |
| Cti Biopharma | 1.0 | $5.3M | 1.3M | 4.20 | |
| Silverback Therapeutics (SPRY) | 1.0 | $5.2M | 794k | 6.51 | |
| Boston Scientific Corporation (BSX) | 1.0 | $5.1M | 102k | 50.03 | |
| Karuna Therapeutics Ord | 0.9 | $4.9M | 27k | 181.64 | |
| 2seventy Bio (TSVT) | 0.9 | $4.9M | 476k | 10.20 | |
| Mirati Therapeutics | 0.9 | $4.8M | 128k | 37.18 | |
| Vera Therapeutics Cl A (VERA) | 0.9 | $4.7M | 600k | 7.76 | |
| Replimune Group (REPL) | 0.9 | $4.6M | 262k | 17.66 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $4.6M | 8.0k | 576.37 | |
| Halozyme Therapeutics (HALO) | 0.9 | $4.5M | 117k | 38.19 | |
| Rain Therapeutics | 0.8 | $4.2M | 485k | 8.74 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.8 | $4.0M | 234k | 17.20 | |
| Seagen | 0.8 | $3.9M | 19k | 202.47 | |
| ImmunoGen | 0.7 | $3.8M | 1.0M | 3.84 | |
| Silk Road Medical Inc Common | 0.7 | $3.7M | 96k | 39.13 | |
| Biogen Idec (BIIB) | 0.7 | $3.6M | 13k | 278.03 | |
| Abbott Laboratories (ABT) | 0.7 | $3.6M | 35k | 101.26 | |
| Arcutis Biotherapeutics (ARQT) | 0.7 | $3.5M | 317k | 11.00 | |
| Bristol Myers Squibb (BMY) | 0.7 | $3.5M | 50k | 69.31 | |
| Olema Pharmaceuticals (OLMA) | 0.7 | $3.5M | 996k | 3.47 | |
| Sarepta Therapeutics (SRPT) | 0.7 | $3.4M | 25k | 137.83 | |
| Outset Med (OM) | 0.7 | $3.4M | 184k | 18.40 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.6 | $3.3M | 43k | 76.21 | |
| Rocket Pharmaceuticals (RCKT) | 0.6 | $3.3M | 191k | 17.13 | |
| Iqvia Holdings (IQV) | 0.6 | $3.2M | 16k | 198.89 | |
| Medtronic SHS (MDT) | 0.6 | $3.2M | 40k | 80.62 | |
| Rallybio Corp (RLYB) | 0.6 | $3.2M | 552k | 5.71 | |
| Alignment Healthcare (ALHC) | 0.6 | $3.0M | 471k | 6.36 | |
| Cytokinetics (CYTK) | 0.6 | $3.0M | 84k | 35.19 | |
| Danaher Corporation (DHR) | 0.6 | $2.9M | 12k | 252.04 | |
| Moderna (MRNA) | 0.5 | $2.7M | 18k | 153.58 | |
| Edwards Lifesciences (EW) | 0.5 | $2.6M | 32k | 82.73 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $2.3M | 2.8k | 821.67 | |
| Reata Pharmaceutic Cl A | 0.4 | $2.3M | 25k | 90.92 | |
| Vaxcyte (PCVX) | 0.4 | $2.2M | 60k | 37.48 | |
| Gilead Sciences (GILD) | 0.4 | $2.1M | 26k | 82.97 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $2.1M | 6.6k | 315.07 | |
| Altimmune (ALT) | 0.4 | $2.0M | 479k | 4.22 | |
| Beam Therapeutics (BEAM) | 0.4 | $1.9M | 64k | 30.62 | |
| Humana (HUM) | 0.3 | $1.7M | 3.6k | 485.46 | |
| Generation Bio (GBIO) | 0.3 | $1.7M | 385k | 4.30 | |
| Bioatla (BCAB) | 0.3 | $1.5M | 543k | 2.68 | |
| Mersana Therapeutics (MRSN) | 0.3 | $1.4M | 343k | 4.11 | |
| Astrazeneca Sp Adr (AZN) | 0.3 | $1.4M | 20k | 69.41 | |
| 4d Molecular Therapeutics In (FDMT) | 0.3 | $1.4M | 80k | 17.19 | |
| Point Biopharma Global | 0.3 | $1.3M | 183k | 7.27 | |
| Atea Pharmaceuticals (AVIR) | 0.2 | $1.3M | 381k | 3.35 | |
| Annexon (ANNX) | 0.2 | $1.3M | 327k | 3.85 | |
| Iteos Therapeutics (ITOS) | 0.2 | $1.2M | 88k | 13.61 | |
| Pmv Pharmaceuticals (PMVP) | 0.2 | $1.2M | 251k | 4.77 | |
| Beigene Sp Adr (BGNE) | 0.2 | $1.2M | 5.5k | 215.53 | |
| Exscientia Ads (EXAI) | 0.2 | $1.1M | 210k | 5.30 | |
| Scholar Rock Hldg Corp (SRRK) | 0.2 | $1.1M | 135k | 8.00 | |
| Illumina (ILMN) | 0.2 | $1.1M | 4.5k | 232.55 | |
| Effector Therapeutics | 0.2 | $840k | 2.4M | 0.35 | |
| Horizon Therapeutics SHS | 0.1 | $644k | 5.9k | 109.14 | |
| Sanofi Spon Ads (SNY) | 0.1 | $484k | 8.9k | 54.42 | |
| Incyte Corporation (INCY) | 0.1 | $483k | 6.7k | 72.27 | |
| Legend Biotech Corp Spon Ads (LEGN) | 0.1 | $482k | 10k | 48.22 | |
| Dr Reddys Labs Adr (RDY) | 0.1 | $456k | 8.0k | 56.93 | |
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $448k | 12k | 36.03 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $407k | 1.8k | 223.96 | |
| Zai Lab Adr (ZLAB) | 0.1 | $397k | 12k | 33.26 | |
| Biontech Se Spon Ads (BNTX) | 0.1 | $336k | 2.7k | 124.57 | |
| Jazz Pharma Shs Usd (JAZZ) | 0.1 | $318k | 2.2k | 146.33 | |
| Argenx Se Sp Adr (ARGX) | 0.1 | $317k | 850.00 | 372.58 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $283k | 2.8k | 101.22 | |
| Fusion Pharmaceuticals | 0.0 | $216k | 57k | 3.77 | |
| Medpace Hldgs (MEDP) | 0.0 | $182k | 970.00 | 188.05 | |
| Ascendis Pharma A S Sp Adr (ASND) | 0.0 | $181k | 1.7k | 107.22 | |
| Roivant Sciences SHS (ROIV) | 0.0 | $155k | 21k | 7.38 | |
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $121k | 500.00 | 242.26 | |
| Novocure Ord Shs (NVCR) | 0.0 | $105k | 1.8k | 60.14 | |
| Intellia Therapeutics (NTLA) | 0.0 | $92k | 2.5k | 37.27 | |
| Summit Therapeutics (SMMT) | 0.0 | $35k | 20k | 1.75 |
