Sectoral Asset Management as of March 31, 2025
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 84 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lenz Therapeutics (LENZ) | 19.6 | $25M | 977k | 25.71 | |
| Eli Lilly & Co. (LLY) | 6.1 | $7.8M | 9.4k | 825.91 | |
| UnitedHealth (UNH) | 5.3 | $6.8M | 13k | 523.75 | |
| Mineralys Therapeutics (MLYS) | 4.6 | $5.9M | 371k | 15.88 | |
| Contineum Therapeutics Cl A (CTNM) | 4.4 | $5.6M | 801k | 6.98 | |
| Johnson & Johnson (JNJ) | 2.8 | $3.6M | 22k | 165.84 | |
| Gilead Sciences (GILD) | 2.8 | $3.6M | 32k | 112.05 | |
| Amgen (AMGN) | 2.5 | $3.2M | 10k | 311.55 | |
| Abbvie (ABBV) | 2.4 | $3.1M | 15k | 209.52 | |
| Intuitive Surgical Com New (ISRG) | 2.0 | $2.6M | 5.3k | 495.27 | |
| Abbott Laboratories (ABT) | 1.9 | $2.5M | 19k | 132.65 | |
| Boston Scientific Corporation (BSX) | 1.9 | $2.4M | 24k | 100.88 | |
| Merck & Co (MRK) | 1.9 | $2.4M | 27k | 89.76 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.8 | $2.3M | 4.7k | 484.82 | |
| Stryker Corporation (SYK) | 1.8 | $2.3M | 6.1k | 372.25 | |
| Danaher Corporation (DHR) | 1.7 | $2.2M | 11k | 205.00 | |
| Medtronic SHS (MDT) | 1.7 | $2.1M | 24k | 89.86 | |
| Argenx Se Sp Adr (ARGX) | 1.4 | $1.8M | 3.1k | 591.87 | |
| Regeneron Pharmaceuticals (REGN) | 1.4 | $1.8M | 2.8k | 634.23 | |
| BioMarin Pharmaceutical (BMRN) | 1.3 | $1.7M | 24k | 70.69 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $1.6M | 3.3k | 497.60 | |
| Biontech Se Sp Adr (BNTX) | 1.2 | $1.6M | 17k | 91.06 | |
| Pfizer (PFE) | 1.2 | $1.5M | 60k | 25.34 | |
| Alnylam Pharmaceuticals (ALNY) | 1.1 | $1.4M | 5.2k | 270.02 | |
| Astrazeneca Sp Adr (AZN) | 1.1 | $1.4M | 19k | 73.50 | |
| Summit Therapeutics (SMMT) | 1.0 | $1.3M | 69k | 19.29 | |
| Silverback Therapeutics (SPRY) | 1.0 | $1.3M | 100k | 12.58 | |
| Legend Biotech Corp Sp Adr (LEGN) | 0.9 | $1.2M | 36k | 33.93 | |
| Tenet Healthcare Corp Com New (THC) | 0.9 | $1.2M | 9.0k | 134.50 | |
| Bristol Myers Squibb (BMY) | 0.9 | $1.2M | 20k | 60.99 | |
| Insmed Com Par $.01 (INSM) | 0.9 | $1.2M | 15k | 76.29 | |
| Springworks Therapeutics (SWTX) | 0.9 | $1.1M | 25k | 44.13 | |
| Zai Lab Adr (ZLAB) | 0.8 | $1.1M | 30k | 36.14 | |
| Boundless Bio (BOLD) | 0.8 | $1.0M | 679k | 1.51 | |
| Dex (DXCM) | 0.8 | $1.0M | 15k | 68.29 | |
| Blueprint Medicines (BPMC) | 0.8 | $994k | 11k | 88.51 | |
| RadNet (RDNT) | 0.8 | $994k | 20k | 49.72 | |
| Tarsus Pharmaceuticals (TARS) | 0.7 | $886k | 17k | 51.37 | |
| Amicus Therapeutics (FOLD) | 0.7 | $878k | 108k | 8.16 | |
| Phreesia (PHR) | 0.7 | $869k | 34k | 25.56 | |
| CVRX (CVRX) | 0.7 | $838k | 69k | 12.23 | |
| Beigene Sp Adr (ONC) | 0.6 | $797k | 2.9k | 272.17 | |
| Vaxcyte (PCVX) | 0.6 | $795k | 21k | 37.76 | |
| Cytokinetics Com New (CYTK) | 0.6 | $726k | 18k | 40.19 | |
| Icon SHS (ICLR) | 0.5 | $700k | 4.0k | 174.99 | |
| Vera Therapeutics Cl A (VERA) | 0.5 | $681k | 28k | 24.02 | |
| Clover Health Investments Com Cl A (CLOV) | 0.5 | $657k | 183k | 3.59 | |
| Anthem (ELV) | 0.5 | $652k | 1.5k | 434.96 | |
| Uniqure Nv SHS (QURE) | 0.5 | $610k | 58k | 10.60 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.5 | $590k | 15k | 39.07 | |
| Structure Therapeutics Sp Adr (GPCR) | 0.5 | $583k | 34k | 17.31 | |
| Bridgebio Pharma (BBIO) | 0.4 | $556k | 16k | 34.57 | |
| Trevi Therapeutics (TRVI) | 0.4 | $515k | 82k | 6.29 | |
| Roivant Sciences SHS (ROIV) | 0.4 | $494k | 49k | 10.09 | |
| Cogent Biosciences (COGT) | 0.4 | $473k | 79k | 5.99 | |
| Ptc Therapeutics I (PTCT) | 0.3 | $426k | 8.4k | 50.96 | |
| Biogen Idec (BIIB) | 0.3 | $391k | 2.9k | 136.84 | |
| Incyte Corporation (INCY) | 0.3 | $372k | 6.1k | 60.55 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $361k | 3.6k | 100.68 | |
| Ascendis Pharma A/s Sp Adr (ASND) | 0.3 | $326k | 2.1k | 155.86 | |
| Neurocrine Biosciences (NBIX) | 0.3 | $321k | 2.9k | 110.60 | |
| Rocket Pharmaceuticals (RCKT) | 0.2 | $296k | 44k | 6.67 | |
| Illumina (ILMN) | 0.2 | $292k | 3.7k | 79.34 | |
| Royalty Pharma Shs Class A (RPRX) | 0.2 | $289k | 9.3k | 31.13 | |
| Ionis Pharmaceuticals (IONS) | 0.2 | $285k | 9.4k | 30.17 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.2 | $282k | 2.3k | 124.15 | |
| Madrigal Pharmaceuticals (MDGL) | 0.2 | $242k | 730.00 | 331.23 | |
| United Therapeutics Corporation (UTHR) | 0.2 | $236k | 765.00 | 308.27 | |
| Revolution Medicines (RVMD) | 0.2 | $221k | 6.2k | 35.36 | |
| Arcus Biosciences Incorporated (RCUS) | 0.2 | $211k | 27k | 7.85 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $198k | 2.9k | 69.44 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.1 | $192k | 5.7k | 33.54 | |
| Arrivent Biopharma (AVBP) | 0.1 | $187k | 10k | 18.49 | |
| Viatris (VTRS) | 0.1 | $173k | 20k | 8.71 | |
| Medpace Hldgs (MEDP) | 0.1 | $162k | 531.00 | 304.69 | |
| Moderna (MRNA) | 0.1 | $159k | 5.6k | 28.35 | |
| Axsome Therapeutics (AXSM) | 0.1 | $119k | 1.0k | 116.63 | |
| Oric Pharmaceuticals (ORIC) | 0.1 | $112k | 20k | 5.58 | |
| Tempus Ai Cl A (TEM) | 0.1 | $104k | 2.2k | 48.24 | |
| Io Biotech (IOBT) | 0.1 | $104k | 95k | 1.09 | |
| Arvinas Ord (ARVN) | 0.1 | $91k | 13k | 7.02 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $86k | 2.5k | 34.03 | |
| Recursion Pharmaceuticals Cl A (RXRX) | 0.0 | $61k | 12k | 5.29 | |
| Engene Holdings (ENGN) | 0.0 | $52k | 12k | 4.48 |
