SECTORAL ASSET MANAGEMENT INC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$162.0B
Holdings
82
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (82 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CTNMCONTINEUM THERAPEUTICS | 800,787 | $9.4B | 5.81% | |
| 2 | LLYELI LILLY & CO | 9,376 | $7.2B | 4.42% | |
| 3 | GPCRSTRUCTURE THERAPEUTICS | 221,872 | $6.2B | 3.83% | |
| 4 | ANABANAPTYSBIO INC | 194,485 | $6.0B | 3.68% | |
| 5 | SISHOULDER INNOVATIONS | 430,282 | $5.4B | 3.33% | |
| 6 | RCUSARCUS BIOSCIENCES | 368,070 | $5.0B | 3.09% | |
| 7 | IMTXIMMATICS NV | 560,494 | $4.8B | 2.95% | |
| 8 | UNHUNITEDHEALTH GRP INC | 13,545 | $4.7B | 2.89% | |
| 9 | BCAXBICARA THERAPEUTICS | 266,495 | $4.2B | 2.60% | |
| 10 | ORICORIC PHARMACEUTICALS | 328,655 | $3.9B | 2.43% | |
| 11 | SLDBSOLID BIOSCIENCES | 633,052 | $3.9B | 2.41% | |
| 12 | KURAKURA ONCOLOGY | 395,872 | $3.5B | 2.16% | |
| 13 | VTYXVENTYX BIOSCIENCES | 1,107,267 | $3.4B | 2.13% | |
| 14 | ABBVABBVIE INC | 14,800 | $3.4B | 2.12% | |
| 15 | MBXMBX BIOSCIENCES INC | 194,898 | $3.4B | 2.11% | |
| 16 | XBISPDR SERIES TRUST | 34,000 | $3.4B | 2.10% | |
| 17 | ZBIOZENAS BIOPHARMA | 152,025 | $3.4B | 2.08% | |
| 18 | PVLAPALVELLA THERAPEUTIC | 49,115 | $3.1B | 1.90% | |
| 19 | TECXTECTONIC THERAPEUTIC | 192,770 | $3.0B | 1.87% | |
| 20 | VRTXVERTEX PHARMA | 7,715 | $3.0B | 1.86% | |
| 21 | AMGNAMGEN INC | 10,340 | $2.9B | 1.80% | |
| 22 | TILINSTIL BIO INC | 161,380 | $2.9B | 1.78% | |
| 23 | ARGXARGENX SE SPN ADR | 3,890 | $2.9B | 1.77% | |
| 24 | JNJJOHNSON & JOHNSON | 15,300 | $2.8B | 1.75% | |
| 25 | ISRGINTUITIVE SURGIC INC | 5,750 | $2.6B | 1.59% | |
| 26 | ONCBEONE MEDICINES LTD | 7,201 | $2.5B | 1.51% | |
| 27 | ABTABBOTT LABS | 17,198 | $2.3B | 1.42% | |
| 28 | REGNREGENERON PHARMCTCLS | 3,968 | $2.2B | 1.38% | |
| 29 | GILDGILEAD SCIENCES INC | 19,550 | $2.2B | 1.34% | |
| 30 | BSXBOSTON SCIENTIFIC | 22,126 | $2.2B | 1.33% | |
| 31 | DHRDANAHER CORP | 10,575 | $2.1B | 1.30% | |
| 32 | PFEPFIZER INC | 77,150 | $2.0B | 1.21% | |
| 33 | IM8NINSMED INC | 13,425 | $1.9B | 1.19% | |
| 34 | TMOTHERMO FISHER SCIENTIFIC | 3,900 | $1.9B | 1.17% | |
| 35 | QUREUNIQURE N.V. | 30,740 | $1.8B | 1.11% | |
| 36 | BNTXBIONTECH SE | 17,660 | $1.7B | 1.07% | |
| 37 | SYKSTRYKER CORP | 4,300 | $1.6B | 0.98% | |
| 38 | SMMTSUMMIT THERAPEUTICS | 74,070 | $1.5B | 0.94% | |
| 39 | ALNYALNYLAM PHARMACUETCL | 3,273 | $1.5B | 0.92% | |
| 40 | AZNASTRAZENECA | 18,750 | $1.4B | 0.89% | |
| 41 | DC4DEXCOM INC | 20,700 | $1.4B | 0.86% | |
| 42 | MRKMERCK & CO INC | 16,400 | $1.4B | 0.86% | |
| 43 | BMRNBIOMARIN PHARMAC INC | 25,030 | $1.4B | 0.84% | |
| 44 | RAPPRAPPORT THERAPEUTICS | 43,480 | $1.3B | 0.80% | |
| 45 | MLYSMINERALYS THERAPEUTICS | 33,885 | $1.3B | 0.79% | |
| 46 | SNDXSYNDAX PHARMACEUTICALS | 79,430 | $1.2B | 0.75% | |
| 47 | EWEDWARDS LIFESCIENCE | 15,000 | $1.2B | 0.72% | |
| 48 | TARSTARSUS PHARMACEUTICAL | 18,405 | $1.1B | 0.68% | |
| 49 | MRUSMERUS B V | 11,545 | $1.1B | 0.67% | |
| 50 | TRVITREVI THERAPEUTICS | 105,950 | $969.4M | 0.60% | |
| 51 | ALHCALIGNMENT HEALTHCARE | 54,500 | $951.0M | 0.59% | |
| 52 | AM6AMICUS THERAPEUTICS | 119,105 | $938.5M | 0.58% | |
| 53 | PRVAPRIVIA HEALTH GROUP | 36,500 | $908.9M | 0.56% | |
| 54 | VERAVERA THERAPEUTICS | 30,188 | $877.3M | 0.54% | |
| 55 | BOLDBOUNDLESS BIO INC | 678,574 | $834.6M | 0.52% | |
| 56 | SPRYARS PHARMACEUTICALS | 81,785 | $821.9M | 0.51% | |
| 57 | RDNTRADNET INC | 10,000 | $762.1M | 0.47% | |
| 58 | ROIVROIVANT SCIENCES LTD | 50,007 | $756.6M | 0.47% | |
| 59 | AVBPARRIVENT BIOPHARMA | 39,235 | $723.9M | 0.45% | |
| 60 | ASNDASCENDIS PHARMA | 3,601 | $715.9M | 0.44% | |
| 61 | BBIOBRIDGEBIO PHARMA | 13,650 | $709.0M | 0.44% | |
| 62 | OMDAOMADA HEALTH INC | 27,500 | $608.0M | 0.38% | |
| 63 | ISIIONIS PHARMACEUTICAL | 9,205 | $602.2M | 0.37% | |
| 64 | CYTKCYTOKINETICS INC | 10,223 | $561.9M | 0.35% | |
| 65 | HNGEHINGE HEALTH INC | 11,206 | $550.0M | 0.34% | |
| 66 | PTCTPTC THERAPEUTICS | 8,535 | $523.8M | 0.32% | |
| 67 | CITHE CIGNA GROUP | 1,800 | $518.9M | 0.32% | |
| 68 | BMYBRISTOL MYERS SQUIBB | 10,800 | $487.1M | 0.30% | |
| 69 | ZLABZAI LAB LTD | 12,590 | $426.7M | 0.26% | |
| 70 | NBIXNEUROCRINE BIOSCIENCES | 2,960 | $415.5M | 0.26% | |
| 71 | MDGLMADRIGAL PHARMA | 730 | $334.8M | 0.21% | |
| 72 | BIIBBIOGEN INC | 2,375 | $332.7M | 0.21% | |
| 73 | RPRXROYALTY PHARMA PLC | 9,280 | $327.4M | 0.20% | |
| 74 | UTHUNITED THERAPEUTICS | 765 | $320.7M | 0.20% | |
| 75 | TEMTEMPUS AI INC | 3,760 | $303.5M | 0.19% | |
| 76 | JAZZJAZZ PHARMA PLC | 2,244 | $295.8M | 0.18% | |
| 77 | ILMNILLUMINA INC | 2,727 | $259.0M | 0.16% | |
| 78 | INCYINCYTE CORPORATION | 3,030 | $257.0M | 0.16% | |
| 79 | PCVXVAXCYTE INC | 4,205 | $151.5M | 0.09% | |
| 80 | MRNAMODERNA INC | 5,600 | $144.6M | 0.09% | |
| 81 | AXSMAXSOME THERAPEUTICS | 1,020 | $123.9M | 0.08% | |
| 82 | MLTXMOONLAKE IMMUNOTHERA | 956 | $6.9M | 0.00% |