SECTORAL ASSET MANAGEMENT INC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$151.5B
Holdings
94
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (94 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENZLENZ THERAPEUTICS | 977,245 | $28.6B | 18.91% | |
| 2 | LLYELI LILLY & CO | 8,976 | $7.0B | 4.62% | |
| 3 | UNHUNITEDHEALTH GRP INC | 16,745 | $5.2B | 3.45% | |
| 4 | MLYSMINERALYS THERAPEUTI | 382,415 | $5.2B | 3.42% | |
| 5 | CTNMCONTINEUM THERAPEUTI | 800,787 | $3.2B | 2.10% | |
| 6 | AMGNAMGEN INC | 11,270 | $3.1B | 2.08% | |
| 7 | VRTXVERTEX PHARMA | 6,945 | $3.1B | 2.04% | |
| 8 | JNJJOHNSON & JOHNSON | 19,300 | $2.9B | 1.95% | |
| 9 | ISRGINTUITIVE SURGIC INC | 5,250 | $2.9B | 1.88% | |
| 10 | ABBVABBVIE INC | 14,800 | $2.7B | 1.81% | |
| 11 | ORICORIC PHARMACEUTICA | 231,485 | $2.3B | 1.55% | |
| 12 | BSXBOSTON SCIENTIFIC | 21,126 | $2.3B | 1.50% | |
| 13 | ARGXARGENX SE SPN | 4,085 | $2.3B | 1.49% | |
| 14 | MBXMBX BIOSCIENCES INC | 191,825 | $2.2B | 1.45% | |
| 15 | GILDGILEAD SCIENCES INC | 19,690 | $2.2B | 1.44% | |
| 16 | PVLAPALVELLA THERAPEUTIC | 95,615 | $2.2B | 1.42% | |
| 17 | REPLREPLIMUNE GROUP INC | 231,650 | $2.2B | 1.42% | |
| 18 | RCUSARCUS BIOSCIENCES | 257,270 | $2.1B | 1.38% | |
| 19 | DHRDANAHER CORP | 10,575 | $2.1B | 1.38% | |
| 20 | ABTABBOTT LABS | 15,198 | $2.1B | 1.36% | |
| 21 | SLDBSOLID BIOSCIENCES | 421,580 | $2.1B | 1.36% | |
| 22 | RAPPRAPPORT THERAPEUTICS | 179,860 | $2.0B | 1.35% | |
| 23 | ZBIOZENAS BIOPHARMA INC | 210,625 | $2.0B | 1.35% | |
| 24 | VTYXVENTYX BIOSCIENCES | 931,620 | $2.0B | 1.32% | |
| 25 | TECXTECTONIC THERAPEUTIC | 98,970 | $2.0B | 1.30% | |
| 26 | BCAXBICARA THERAPEUTICS | 201,395 | $1.9B | 1.24% | |
| 27 | PFEPFIZER INC | 77,150 | $1.9B | 1.23% | |
| 28 | ONCBEONE MEDICINES LTD | 7,716 | $1.9B | 1.23% | |
| 29 | KURAKURA ONCOLOGY INC | 323,572 | $1.9B | 1.23% | |
| 30 | TRMLTOURMALINE BIO INC | 116,510 | $1.9B | 1.23% | |
| 31 | ANABANAPTYSBIO INC | 83,900 | $1.9B | 1.23% | |
| 32 | TILINSTIL BIO INC | 86,220 | $1.8B | 1.19% | |
| 33 | IMTXIMMATICS NV | 332,270 | $1.8B | 1.18% | |
| 34 | BNTXBIONTECH SE | 16,160 | $1.7B | 1.14% | |
| 35 | MRKMERCK & CO INC | 20,900 | $1.7B | 1.10% | |
| 36 | TMOTHERMO FISHER SCI | 3,900 | $1.6B | 1.04% | |
| 37 | SYKSTRYKER CORP | 3,900 | $1.5B | 1.02% | |
| 38 | IM8NINSMED INC | 14,880 | $1.5B | 0.99% | |
| 39 | REGNREGENERON PHARMCTCLS | 2,773 | $1.5B | 0.96% | |
| 40 | SMMTSUMMIT THERAPEUTICS | 65,220 | $1.4B | 0.92% | |
| 41 | AZNASTRAZENECA | 18,640 | $1.3B | 0.86% | |
| 42 | BMRNBIOMARIN PHARMAC INC | 23,530 | $1.3B | 0.85% | |
| 43 | EWEDWARDS LIFESCIENCE | 15,000 | $1.2B | 0.77% | |
| 44 | DC4DEXCOM INC | 13,200 | $1.2B | 0.76% | |
| 45 | SPRYARS PHARMACEUTICALS | 65,785 | $1.1B | 0.76% | |
| 46 | ALNYALNYLAM PHARMACUETCL | 3,323 | $1.1B | 0.72% | |
| 47 | GPCRSTRUCTURE THERAPEU | 51,369 | $1.1B | 0.70% | |
| 48 | VERAVERA THERAPEUTICS | 41,418 | $975.8M | 0.64% | |
| 49 | MRUSMERUS B V | 15,675 | $824.5M | 0.54% | |
| 50 | GMEDGLOBUS MED INC | 13,500 | $796.8M | 0.53% | |
| 51 | AVBPARRIVENT BIOPHARMA | 35,580 | $774.6M | 0.51% | |
| 52 | QUREUNIQURE N.V. | 55,450 | $773.0M | 0.51% | |
| 53 | TARSTARSUS PHARMACEUTICA | 18,535 | $750.9M | 0.50% | |
| 54 | TRVITREVI THERAPEUTICS | 134,150 | $733.8M | 0.48% | |
| 55 | MLTXMOONLAKE IMMUNOTHERA | 15,108 | $713.1M | 0.47% | |
| 56 | RDNTRADNET INC | 12,500 | $711.4M | 0.47% | |
| 57 | LEGNLEGEND BIOTECH CORP | 19,627 | $696.6M | 0.46% | |
| 58 | BBIOBRIDGEBIO PHARMA INC | 16,085 | $694.5M | 0.46% | |
| 59 | BOLDBOUNDLESS BIO INC | 678,574 | $685.4M | 0.45% | |
| 60 | AM6AMICUS THERAPEUTICS | 119,585 | $685.2M | 0.45% | |
| 61 | CNCCENTENE CORP | 12,500 | $678.5M | 0.45% | |
| 62 | OMDAOMADA HEALTH INC | 34,500 | $631.4M | 0.42% | |
| 63 | ASNDASCENDIS PHARMA A S | 3,471 | $599.1M | 0.40% | |
| 64 | CITHE CIGNA GROUP | 1,800 | $595.0M | 0.39% | |
| 65 | SNDXSYNDAX PHARMACEUTI | 63,300 | $592.8M | 0.39% | |
| 66 | KMTSKESTRA MED TECHNOLOG | 35,000 | $580.3M | 0.38% | |
| 67 | ROIVROIVANT SCIENCES LTD | 50,007 | $563.6M | 0.37% | |
| 68 | ZLABZAI LAB LTD | 15,840 | $553.9M | 0.37% | |
| 69 | BMYBRISTOL MYERS SQUIBB | 10,800 | $499.9M | 0.33% | |
| 70 | HNGEHINGE HEALTH INC | 9,206 | $476.4M | 0.31% | |
| 71 | CVRXCVRX INC | 73,500 | $432.2M | 0.29% | |
| 72 | PTCTPTC THERAPEUTICS | 8,535 | $416.8M | 0.28% | |
| 73 | INCYINCYTE CORPORATION | 6,060 | $412.7M | 0.27% | |
| 74 | CYTKCYTOKINETICS INC | 11,723 | $387.3M | 0.26% | |
| 75 | NBIXNEUROCRINE BIOSCIENC | 2,960 | $372.0M | 0.25% | |
| 76 | SRRKSCHOLAR ROCK HLDG | 10,380 | $367.7M | 0.24% | |
| 77 | ISIIONIS PHARMACEUTICAL | 9,205 | $363.7M | 0.24% | |
| 78 | RPRXROYALTY PHARMA PLC | 9,280 | $334.4M | 0.22% | |
| 79 | BIIBBIOGEN INC | 2,375 | $298.3M | 0.20% | |
| 80 | ILMNILLUMINA INC | 2,782 | $265.4M | 0.18% | |
| 81 | JAZZJAZZ PHARMA PLC | 2,274 | $241.3M | 0.16% | |
| 82 | TEMTEMPUS AI INC | 3,760 | $238.9M | 0.16% | |
| 83 | RVMDREVOLUTION MEDICIN | 6,240 | $229.6M | 0.15% | |
| 84 | CAICARIS LIFE SCIENCES | 8,350 | $223.1M | 0.15% | |
| 85 | MDGLMADRIGAL PHARMACEUTI | 730 | $220.9M | 0.15% | |
| 86 | UTHUNITED THERAPEUTICS | 765 | $219.8M | 0.15% | |
| 87 | VTRSVIATRIS INC | 19,800 | $176.8M | 0.12% | |
| 88 | MEDPMEDPACE HOLDINGS | 531 | $166.7M | 0.11% | |
| 89 | IOBTIO BIOTECH INC | 117,691 | $163.6M | 0.11% | |
| 90 | MRNAMODERNA INC | 5,600 | $154.5M | 0.10% | |
| 91 | PCVXVAXCYTE INC | 4,205 | $136.7M | 0.09% | |
| 92 | CRSPCRISPR THERAPEUTICS | 2,540 | $123.5M | 0.08% | |
| 93 | AXSMAXSOME THERAPEUTIC | 1,020 | $106.5M | 0.07% | |
| 94 | RXRXRECURSION PHARMACEUT | 11,500 | $58.2M | 0.04% |