Sectoral Asset Management as of March 31, 2024
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 92 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lenz Therapeutics (LENZ) | 9.4 | $24M | 1.1M | 22.33 | |
| Eli Lilly & Co. (LLY) | 7.8 | $20M | 26k | 777.96 | |
| Boundless Bio (BOLD) | 4.8 | $12M | 856k | 14.25 | |
| UnitedHealth (UNH) | 4.5 | $12M | 23k | 494.70 | |
| Merck & Co (MRK) | 4.5 | $11M | 87k | 131.95 | |
| Abbott Laboratories (ABT) | 3.1 | $8.0M | 70k | 113.66 | |
| Johnson & Johnson (JNJ) | 3.0 | $7.6M | 48k | 158.19 | |
| Mineralys Therapeutics (MLYS) | 2.8 | $7.1M | 552k | 12.91 | |
| Regeneron Pharmaceuticals (REGN) | 2.7 | $6.8M | 7.1k | 962.49 | |
| Abbvie (ABBV) | 2.5 | $6.4M | 35k | 182.10 | |
| Boston Scientific Corporation (BSX) | 2.3 | $5.9M | 87k | 68.49 | |
| Thermo Fisher Scientific (TMO) | 2.3 | $5.8M | 10k | 581.21 | |
| Pfizer (PFE) | 2.1 | $5.3M | 189k | 27.75 | |
| Amgen (AMGN) | 1.8 | $4.6M | 16k | 284.32 | |
| BioMarin Pharmaceutical (BMRN) | 1.8 | $4.5M | 52k | 87.34 | |
| Dex (DXCM) | 1.8 | $4.5M | 32k | 138.70 | |
| Danaher Corporation (DHR) | 1.7 | $4.4M | 18k | 249.72 | |
| Zimmer Holdings (ZBH) | 1.5 | $3.9M | 30k | 131.98 | |
| Argenx Se Spn Adr (ARGX) | 1.4 | $3.7M | 9.3k | 393.72 | |
| Iqvia Holdings (IQV) | 1.4 | $3.6M | 14k | 252.89 | |
| Medtronic SHS (MDT) | 1.3 | $3.3M | 38k | 87.15 | |
| Insulet Corporation (PODD) | 1.2 | $3.1M | 18k | 171.40 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $3.0M | 7.2k | 418.01 | |
| Cytokinetics (CYTK) | 1.2 | $3.0M | 43k | 70.11 | |
| Progyny (PGNY) | 1.1 | $2.9M | 76k | 38.15 | |
| Gilead Sciences (GILD) | 1.1 | $2.8M | 39k | 73.25 | |
| Alnylam Pharmaceuticals (ALNY) | 1.1 | $2.8M | 19k | 149.45 | |
| Icon SHS (ICLR) | 1.0 | $2.7M | 7.9k | 335.95 | |
| Centene Corporation (CNC) | 1.0 | $2.7M | 34k | 78.48 | |
| Amicus Therapeutics (FOLD) | 1.0 | $2.6M | 221k | 11.78 | |
| Inari Medical Ord (NARI) | 1.0 | $2.5M | 53k | 47.98 | |
| Intuitive Surgical (ISRG) | 1.0 | $2.4M | 6.1k | 399.09 | |
| Stryker Corporation (SYK) | 0.9 | $2.4M | 6.6k | 357.87 | |
| Moonlake Immunothera Class A (MLTX) | 0.9 | $2.3M | 46k | 50.23 | |
| Goodrx Hldgs (GDRX) | 0.9 | $2.3M | 321k | 7.10 | |
| Sarepta Therapeutics (SRPT) | 0.9 | $2.2M | 17k | 129.46 | |
| Option Care Health (OPCH) | 0.8 | $2.1M | 64k | 33.54 | |
| Silverback Therapeutics (SPRY) | 0.8 | $2.1M | 204k | 10.22 | |
| Arvinas Ord (ARVN) | 0.8 | $2.0M | 49k | 41.28 | |
| Vera Therapeutics Cl A (VERA) | 0.8 | $1.9M | 45k | 43.12 | |
| Eyepoint Pharmaceuticals (EYPT) | 0.8 | $1.9M | 92k | 20.67 | |
| Alphatec Holdings In Com New (ATEC) | 0.7 | $1.9M | 136k | 13.79 | |
| Iteos Therapeutics (ITOS) | 0.7 | $1.8M | 134k | 13.64 | |
| Anthem (ELV) | 0.7 | $1.8M | 3.5k | 518.54 | |
| Cogent Biosciences (COGT) | 0.7 | $1.8M | 264k | 6.72 | |
| Arcus Biosciences Incorporated (RCUS) | 0.7 | $1.8M | 94k | 18.88 | |
| Astrazeneca Spn Adr (AZN) | 0.7 | $1.7M | 24k | 67.75 | |
| Humana (HUM) | 0.6 | $1.6M | 4.8k | 346.72 | |
| Acelyrin (SLRN) | 0.6 | $1.6M | 244k | 6.75 | |
| Olema Pharmaceuticals (OLMA) | 0.6 | $1.6M | 140k | 11.32 | |
| Moderna (MRNA) | 0.6 | $1.6M | 15k | 106.56 | |
| Biogen Idec (BIIB) | 0.6 | $1.5M | 7.0k | 215.63 | |
| Edwards Lifesciences (EW) | 0.6 | $1.5M | 16k | 95.56 | |
| Effector Therapeutics (EFTR) | 0.5 | $1.4M | 95k | 14.39 | |
| Turnstone Biologics Corp (TSBX) | 0.5 | $1.4M | 518k | 2.62 | |
| Summit Therapeutics (SMMT) | 0.5 | $1.3M | 315k | 4.14 | |
| Altimmune (ALT) | 0.4 | $939k | 92k | 10.18 | |
| Verastem (VSTM) | 0.3 | $876k | 74k | 11.80 | |
| Illumina (ILMN) | 0.3 | $862k | 6.3k | 137.32 | |
| Sanofi Spn Adr (SNY) | 0.2 | $616k | 13k | 48.60 | |
| Ascendis Pharma A S Spn Adr (ASND) | 0.2 | $606k | 4.0k | 151.17 | |
| United Therapeutics Corporation (UTHR) | 0.2 | $596k | 2.6k | 229.72 | |
| Royalty Pharma Shs Cl A (RPRX) | 0.2 | $590k | 19k | 30.37 | |
| Vaxcyte (PCVX) | 0.2 | $581k | 8.5k | 68.31 | |
| Neurocrine Biosciences (NBIX) | 0.2 | $579k | 4.2k | 137.92 | |
| Beigene Spn Adr | 0.2 | $577k | 3.7k | 156.39 | |
| Apellis Pharmaceuticals (APLS) | 0.2 | $568k | 9.7k | 58.78 | |
| Incyte Corporation (INCY) | 0.2 | $536k | 9.4k | 56.97 | |
| Medpace Hldgs (MEDP) | 0.2 | $522k | 1.3k | 404.15 | |
| Roivant Sciences SHS (ROIV) | 0.2 | $521k | 50k | 10.54 | |
| Bridgebio Pharma (BBIO) | 0.2 | $498k | 16k | 30.92 | |
| Intra Cellular Therapies (ITCI) | 0.2 | $490k | 7.1k | 69.20 | |
| Jazz Pharma Shs Usd (JAZZ) | 0.2 | $469k | 3.9k | 120.42 | |
| Insmed (INSM) | 0.2 | $446k | 16k | 27.13 | |
| Ionis Pharmaceuticals (IONS) | 0.2 | $438k | 10k | 43.35 | |
| Blueprint Medicines (BPMC) | 0.2 | $418k | 4.4k | 94.86 | |
| Revolution Medicines (RVMD) | 0.2 | $416k | 13k | 32.23 | |
| Dr Reddys Labs Adr (RDY) | 0.2 | $403k | 5.5k | 73.35 | |
| Rocket Pharmaceuticals (RCKT) | 0.2 | $399k | 15k | 26.94 | |
| Alkermes SHS (ALKS) | 0.2 | $385k | 14k | 27.07 | |
| Biontech Se Spn Adr (BNTX) | 0.1 | $325k | 3.5k | 92.25 | |
| Exelixis (EXEL) | 0.1 | $312k | 13k | 23.73 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $302k | 1.1k | 267.04 | |
| Scholar Rock Hldg Corp (SRRK) | 0.1 | $274k | 15k | 17.76 | |
| Structure Therapeu Spn Adr (GPCR) | 0.1 | $256k | 6.0k | 42.86 | |
| Denali Therapeutics (DNLI) | 0.1 | $248k | 12k | 20.52 | |
| Intellia Therapeutics (NTLA) | 0.1 | $242k | 8.8k | 27.51 | |
| Halozyme Therapeutics (HALO) | 0.1 | $231k | 5.7k | 40.68 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $220k | 7.7k | 28.60 | |
| Kyverna Therapeutics (KYTX) | 0.1 | $174k | 7.0k | 24.84 | |
| Legend Biotech Corp Spn Adr (LEGN) | 0.1 | $168k | 3.0k | 56.09 | |
| Zai Lab Adr (ZLAB) | 0.0 | $32k | 2.0k | 16.02 |
