Sectoral Asset Management as of June 30, 2025
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 94 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lenz Therapeutics (LENZ) | 18.9 | $29M | 977k | 29.31 | |
| Eli Lilly & Co. (LLY) | 4.6 | $7.0M | 9.0k | 779.53 | |
| UnitedHealth (UNH) | 3.4 | $5.2M | 17k | 311.97 | |
| Mineralys Therapeutics (MLYS) | 3.4 | $5.2M | 382k | 13.53 | |
| Contineum Therapeuti Cl A (CTNM) | 2.1 | $3.2M | 801k | 3.97 | |
| Amgen (AMGN) | 2.1 | $3.1M | 11k | 279.21 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $3.1M | 6.9k | 445.20 | |
| Johnson & Johnson (JNJ) | 1.9 | $2.9M | 19k | 152.75 | |
| Intuitive Surgic Com New (ISRG) | 1.9 | $2.9M | 5.3k | 543.41 | |
| Abbvie (ABBV) | 1.8 | $2.7M | 15k | 185.62 | |
| Oric Pharmaceuticals (ORIC) | 1.6 | $2.3M | 232k | 10.15 | |
| Boston Scientific Corporation (BSX) | 1.5 | $2.3M | 21k | 107.41 | |
| Argenx Se Spn Sp Adr (ARGX) | 1.5 | $2.3M | 4.1k | 551.22 | |
| Mbx Biosciences (MBX) | 1.4 | $2.2M | 192k | 11.41 | |
| Gilead Sciences (GILD) | 1.4 | $2.2M | 20k | 110.87 | |
| Palvella Therapeutics Inc Ne (PVLA) | 1.4 | $2.2M | 96k | 22.54 | |
| Replimune Group (REPL) | 1.4 | $2.2M | 232k | 9.29 | |
| Arcus Biosciences Incorporated (RCUS) | 1.4 | $2.1M | 257k | 8.14 | |
| Danaher Corporation (DHR) | 1.4 | $2.1M | 11k | 197.76 | |
| Abbott Laboratories (ABT) | 1.4 | $2.1M | 15k | 136.01 | |
| Solid Biosciences Com New (SLDB) | 1.4 | $2.1M | 422k | 4.87 | |
| Rapport Therapeutics (RAPP) | 1.4 | $2.0M | 180k | 11.37 | |
| Zenas Biopharma (ZBIO) | 1.3 | $2.0M | 211k | 9.69 | |
| Ventyx Biosciences (VTYX) | 1.3 | $2.0M | 932k | 2.14 | |
| Tectonic Therapeutic (TECX) | 1.3 | $2.0M | 99k | 19.87 | |
| Bicara Therapeutics (BCAX) | 1.2 | $1.9M | 201k | 9.29 | |
| Pfizer (PFE) | 1.2 | $1.9M | 77k | 24.24 | |
| Beone Medicines Sp Adr (ONC) | 1.2 | $1.9M | 7.7k | 242.07 | |
| Kura Oncology (KURA) | 1.2 | $1.9M | 324k | 5.77 | |
| Tourmaline Bio (TRML) | 1.2 | $1.9M | 117k | 15.99 | |
| Anaptysbio Inc Common (ANAB) | 1.2 | $1.9M | 84k | 22.20 | |
| Instil Bio Com New (TIL) | 1.2 | $1.8M | 86k | 20.83 | |
| Immatics Nv SHS (IMTX) | 1.2 | $1.8M | 332k | 5.38 | |
| Biontech Se Sp Adr (BNTX) | 1.1 | $1.7M | 16k | 106.47 | |
| Merck & Co (MRK) | 1.1 | $1.7M | 21k | 79.73 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $1.6M | 3.9k | 405.76 | |
| Stryker Corporation (SYK) | 1.0 | $1.5M | 3.9k | 396.22 | |
| Insmed Com Par $.01 (INSM) | 1.0 | $1.5M | 15k | 100.64 | |
| Regeneron Pharmaceuticals (REGN) | 1.0 | $1.5M | 2.8k | 525.00 | |
| Summit Therapeutics (SMMT) | 0.9 | $1.4M | 65k | 21.28 | |
| Astrazeneca Sp Adr (AZN) | 0.9 | $1.3M | 19k | 69.88 | |
| BioMarin Pharmaceutical (BMRN) | 0.9 | $1.3M | 24k | 54.97 | |
| Edwards Lifesciences (EW) | 0.8 | $1.2M | 15k | 78.21 | |
| Dex (DXCM) | 0.8 | $1.2M | 13k | 87.29 | |
| Silverback Therapeutics (SPRY) | 0.8 | $1.1M | 66k | 17.45 | |
| Alnylam Pharmaceuticals (ALNY) | 0.7 | $1.1M | 3.3k | 326.09 | |
| Structure Therapeu Sp Adr (GPCR) | 0.7 | $1.1M | 51k | 20.74 | |
| Vera Therapeutics Cl A (VERA) | 0.6 | $976k | 41k | 23.56 | |
| Merus N V (MRUS) | 0.5 | $825k | 16k | 52.60 | |
| Globus Med Cl A (GMED) | 0.5 | $797k | 14k | 59.02 | |
| Arrivent Biopharma (AVBP) | 0.5 | $775k | 36k | 21.77 | |
| Uniqure SHS (QURE) | 0.5 | $773k | 56k | 13.94 | |
| Tarsus Pharmaceuticals (TARS) | 0.5 | $751k | 19k | 40.51 | |
| Trevi Therapeutics (TRVI) | 0.5 | $734k | 134k | 5.47 | |
| Moonlake Immunothera Class A Ord (MLTX) | 0.5 | $713k | 15k | 47.20 | |
| RadNet (RDNT) | 0.5 | $711k | 13k | 56.91 | |
| Legend Biotech Corp Sp Adr (LEGN) | 0.5 | $697k | 20k | 35.49 | |
| Bridgebio Pharma (BBIO) | 0.5 | $695k | 16k | 43.18 | |
| Boundless Bio (BOLD) | 0.5 | $685k | 679k | 1.01 | |
| Amicus Therapeutics (FOLD) | 0.5 | $685k | 120k | 5.73 | |
| Centene Corporation (CNC) | 0.4 | $679k | 13k | 54.28 | |
| Omada Health (OMDA) | 0.4 | $631k | 35k | 18.30 | |
| Ascendis Pharma A S Sp Adr (ASND) | 0.4 | $599k | 3.5k | 172.60 | |
| Cigna Corp (CI) | 0.4 | $595k | 1.8k | 330.58 | |
| Syndax Pharmaceuticals (SNDX) | 0.4 | $593k | 63k | 9.37 | |
| Kestra Med Technolog SHS (KMTS) | 0.4 | $580k | 35k | 16.58 | |
| Roivant Sciences SHS (ROIV) | 0.4 | $564k | 50k | 11.27 | |
| Zai Lab Adr (ZLAB) | 0.4 | $554k | 16k | 34.97 | |
| Bristol Myers Squibb (BMY) | 0.3 | $500k | 11k | 46.29 | |
| Hinge Health Cl A (HNGE) | 0.3 | $476k | 9.2k | 51.75 | |
| CVRX (CVRX) | 0.3 | $432k | 74k | 5.88 | |
| Ptc Therapeutics I (PTCT) | 0.3 | $417k | 8.5k | 48.84 | |
| Incyte Corporation (INCY) | 0.3 | $413k | 6.1k | 68.10 | |
| Cytokinetics Com New (CYTK) | 0.3 | $387k | 12k | 33.04 | |
| Neurocrine Biosciences (NBIX) | 0.2 | $372k | 3.0k | 125.69 | |
| Scholar Rock Hldg Corp (SRRK) | 0.2 | $368k | 10k | 35.42 | |
| Ionis Pharmaceuticals (IONS) | 0.2 | $364k | 9.2k | 39.51 | |
| Royalty Pharma Shs Class A (RPRX) | 0.2 | $334k | 9.3k | 36.03 | |
| Biogen Idec (BIIB) | 0.2 | $298k | 2.4k | 125.59 | |
| Illumina (ILMN) | 0.2 | $265k | 2.8k | 95.41 | |
| Jazz Pharma Shs Usd (JAZZ) | 0.2 | $241k | 2.3k | 106.12 | |
| Tempus Ai Cl A (TEM) | 0.2 | $239k | 3.8k | 63.54 | |
| Revolution Medicines (RVMD) | 0.2 | $230k | 6.2k | 36.79 | |
| Caris Life Sciences (CAI) | 0.1 | $223k | 8.4k | 26.72 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $221k | 730.00 | 302.64 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $220k | 765.00 | 287.35 | |
| Viatris (VTRS) | 0.1 | $177k | 20k | 8.93 | |
| Medpace Hldgs (MEDP) | 0.1 | $167k | 531.00 | 313.86 | |
| Io Biotech (IOBT) | 0.1 | $164k | 118k | 1.39 | |
| Moderna (MRNA) | 0.1 | $155k | 5.6k | 27.59 | |
| Vaxcyte (PCVX) | 0.1 | $137k | 4.2k | 32.51 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $124k | 2.5k | 48.64 | |
| Axsome Therapeutics (AXSM) | 0.1 | $107k | 1.0k | 104.39 | |
| Recursion Pharmaceut Cl A (RXRX) | 0.0 | $58k | 12k | 5.06 |
