Sectoral Asset Management

Sectoral Asset Management as of Sept. 30, 2024

Portfolio Holdings for Sectoral Asset Management

Sectoral Asset Management holds 90 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Lenz Therapeutics (LENZ) 13.7 $23M 977k 23.74
Contineum Thera Cl A (CTNM) 9.1 $15M 801k 19.14
Eli Lilly & Co. (LLY) 5.8 $9.7M 11k 885.94
UnitedHealth (UNH) 4.5 $7.7M 13k 584.68
Gilead Sciences (GILD) 3.0 $5.1M 61k 83.84
Johnson & Johnson (JNJ) 2.5 $4.2M 26k 162.06
Mineralys Therapeutics (MLYS) 2.4 $4.0M 330k 12.11
Regeneron Pharmaceuticals (REGN) 2.1 $3.6M 3.4k 1051.24
Pfizer (PFE) 2.0 $3.3M 115k 28.94
Thermo Fisher Scientific (TMO) 1.9 $3.2M 5.3k 618.57
Abbvie (ABBV) 1.8 $3.1M 16k 197.48
Boston Scientific Corporation (BSX) 1.6 $2.8M 33k 83.80
Merck & Co (MRK) 1.6 $2.7M 24k 113.56
Stryker Corporation (SYK) 1.6 $2.7M 7.5k 361.26
Alnylam Pharmaceuticals (ALNY) 1.6 $2.7M 9.7k 275.03
Medtronic SHS (MDT) 1.6 $2.6M 29k 90.03
BioMarin Pharmaceutical (BMRN) 1.5 $2.6M 37k 70.29
Bristol Myers Squibb (BMY) 1.5 $2.6M 50k 51.74
Astrazeneca Sp Adr (AZN) 1.5 $2.5M 21k 115.88
Boundless Bio (BOLD) 1.4 $2.4M 679k 3.47
Amgen (AMGN) 1.3 $2.3M 7.1k 322.21
Vertex Pharmaceuticals Incorporated (VRTX) 1.3 $2.3M 4.8k 465.08
Abbott Laboratories (ABT) 1.3 $2.2M 19k 114.01
Argenx Se Sp Adr (ARGX) 1.3 $2.2M 4.0k 542.08
Iqvia Holdings (IQV) 1.1 $1.8M 7.6k 236.97
Zai Lab Adr (ZLAB) 1.0 $1.8M 73k 24.14
Edwards Lifesciences (EW) 1.0 $1.7M 26k 65.99
Vaxcyte (PCVX) 1.0 $1.7M 15k 114.27
CVS Caremark Corporation (CVS) 0.9 $1.6M 26k 62.88
Biontech Se Sp Adr (BNTX) 0.9 $1.6M 13k 118.77
Sarepta Therapeutics (SRPT) 0.9 $1.5M 12k 124.89
Ishares Trust 0-3 Mnth Treasry (SGOV) 0.9 $1.5M 15k 100.73
Cytokinetics (CYTK) 0.9 $1.5M 29k 52.80
Amicus Therapeutics (FOLD) 0.9 $1.5M 141k 10.68
Intuitive Surgical (ISRG) 0.9 $1.5M 3.1k 491.27
Zimmer Holdings (ZBH) 0.9 $1.5M 14k 107.95
Neurocrine Biosciences (NBIX) 0.9 $1.4M 13k 115.22
Silverback Therapeutics (SPRY) 0.8 $1.4M 99k 14.50
Blueprint Medicines (BPMC) 0.8 $1.4M 15k 92.50
Moonlake Immunothera Class A Ord (MLTX) 0.8 $1.4M 27k 50.42
Danaher Corporation (DHR) 0.8 $1.3M 4.8k 278.02
Legend Biotech Corp Sp Adr (LEGN) 0.8 $1.3M 27k 48.73
Icon SHS (ICLR) 0.8 $1.3M 4.6k 287.31
Option Care Health (OPCH) 0.7 $1.3M 40k 31.30
Biogen Idec (BIIB) 0.7 $1.2M 6.0k 193.84
Arcus Biosciences Incorporated (RCUS) 0.7 $1.2M 76k 15.29
Arvinas Ord (ARVN) 0.7 $1.1M 46k 24.63
Evolent Health Cl A (EVH) 0.7 $1.1M 39k 28.28
Structure Therapeu Sp Adr (GPCR) 0.6 $1.1M 24k 43.89
Inari Medical Ord (NARI) 0.6 $1.0M 25k 41.24
Moderna (MRNA) 0.6 $933k 14k 66.83
Cogent Biosciences (COGT) 0.5 $912k 84k 10.80
Goodrx Hldgs (GDRX) 0.5 $805k 116k 6.94
Rocket Pharmaceuticals (RCKT) 0.5 $801k 43k 18.47
Olema Pharmaceuticals (OLMA) 0.5 $788k 66k 11.94
Uniqure SHS (QURE) 0.4 $754k 153k 4.93
Illumina (ILMN) 0.4 $749k 5.7k 130.41
Dex (DXCM) 0.4 $717k 11k 67.04
Insmed (INSM) 0.4 $707k 9.7k 73.00
Humana (HUM) 0.4 $691k 2.2k 316.74
Engene Holdings (ENGN) 0.4 $622k 94k 6.60
Beigene Sp Adr 0.3 $592k 2.6k 224.51
Summit Therapeutics (SMMT) 0.3 $585k 27k 21.90
Roivant Sciences SHS (ROIV) 0.3 $521k 45k 11.54
Intra Cellular Therapies (ITCI) 0.3 $471k 6.4k 73.17
Royalty Pharma Shs Class A (RPRX) 0.3 $465k 16k 28.29
Bridgebio Pharma (BBIO) 0.2 $384k 15k 25.46
United Therapeutics Corporation (UTHR) 0.2 $380k 1.1k 358.35
Ionis Pharmaceuticals (IONS) 0.2 $378k 9.4k 40.06
Tarsus Pharmaceuticals (TARS) 0.2 $372k 11k 32.89
Medpace Hldgs (MEDP) 0.2 $363k 1.1k 333.80
Vera Therapeutics Cl A (VERA) 0.2 $328k 7.4k 44.20
Springworks Therapeutics (SWTX) 0.2 $321k 10k 32.04
Ascendis Pharma A S Sp Adr (ASND) 0.2 $320k 2.1k 149.31
Viatris (VTRS) 0.2 $298k 26k 11.61
Apellis Pharmaceuticals (APLS) 0.2 $297k 10k 28.84
Crinetics Pharmaceuticals In (CRNX) 0.2 $296k 5.8k 51.10
Revolution Medicines (RVMD) 0.2 $292k 6.4k 45.35
Turnstone Biologics Corp (TSBX) 0.2 $288k 518k 0.56
Exelixis (EXEL) 0.2 $286k 11k 25.95
Ptc Therapeutics I (PTCT) 0.2 $282k 7.6k 37.10
Perspective Therapeutics (CATX) 0.2 $272k 20k 13.35
Novo-nordisk As Adr (NVO) 0.2 $262k 2.2k 119.07
Jazz Pharma Shs Usd (JAZZ) 0.1 $253k 2.3k 111.41
Madrigal Pharmaceuticals (MDGL) 0.1 $222k 1.0k 212.22
Geron Corporation (GERN) 0.1 $209k 46k 4.54
Iteos Therapeutics (ITOS) 0.1 $160k 16k 10.21
J P Morgan Exchange Ultra Shrt Etf (JPST) 0.1 $127k 2.5k 50.74
Adc Therapeutics Sa SHS (ADCT) 0.1 $114k 36k 3.15
Kyverna Therapeutics (KYTX) 0.1 $112k 23k 4.89