SECTORAL ASSET MANAGEMENT INC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$149.8B
Holdings
86
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (86 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENZLENZ THERAPEUTICS | 977,245 | $28.2B | 18.83% | |
| 2 | CTNMCONTINEUM THERAPEUTI | 800,787 | $11.7B | 7.83% | |
| 3 | LLYELI LILLY & CO | 12,546 | $9.7B | 6.46% | |
| 4 | UNHUNITEDHEALTH GRP INC | 14,625 | $7.4B | 4.94% | |
| 5 | GILDGILEAD SCIENCES INC | 51,310 | $4.7B | 3.16% | |
| 6 | MLYSMINERALYS THERAPEUTI | 380,883 | $4.7B | 3.13% | |
| 7 | ABBVABBVIE INC | 18,800 | $3.3B | 2.23% | |
| 8 | JNJJOHNSON & JOHNSON | 22,900 | $3.3B | 2.21% | |
| 9 | AMGNAMGEN INC | 12,550 | $3.3B | 2.18% | |
| 10 | BSXBOSTON SCIENTIFIC | 32,526 | $2.9B | 1.94% | |
| 11 | ABTABBOTT LABS | 24,398 | $2.8B | 1.84% | |
| 12 | BMYBRISTOL MYERS SQUIBB | 44,000 | $2.5B | 1.66% | |
| 13 | TMOTHERMO FISHER SCI | 4,750 | $2.5B | 1.65% | |
| 14 | MRKMERCK & CO INC | 24,500 | $2.4B | 1.63% | |
| 15 | REGNREGENERON PHARMCTCLS | 3,400 | $2.4B | 1.62% | |
| 16 | SYKSTRYKER CORP | 6,400 | $2.3B | 1.54% | |
| 17 | BNTXBIONTECH SE | 18,950 | $2.2B | 1.44% | |
| 18 | MDTMEDTRONIC PLC | 26,350 | $2.1B | 1.41% | |
| 19 | ARGXARGENX SE | 3,430 | $2.1B | 1.41% | |
| 20 | PFEPFIZER INC | 77,650 | $2.1B | 1.37% | |
| 21 | BOLDBOUNDLESS BIO INC | 678,574 | $2.0B | 1.31% | |
| 22 | ALNYALNYLAM PHARMACUETCL | 8,300 | $2.0B | 1.30% | |
| 23 | BMRNBIOMARIN PHARMAC INC | 29,400 | $1.9B | 1.29% | |
| 24 | DHRDANAHER CORP | 7,275 | $1.7B | 1.12% | |
| 25 | NBIXNEUROCRINE BIOSCIENC | 11,800 | $1.6B | 1.08% | |
| 26 | ISRGINTUITIVE SURGIC INC | 3,050 | $1.6B | 1.06% | |
| 27 | PCVXVAXCYTE INC | 18,950 | $1.6B | 1.04% | |
| 28 | VRTXVERTEX PHARMA | 3,670 | $1.5B | 0.99% | |
| 29 | SRPTSAREPTA THERAPEUTICS | 11,020 | $1.3B | 0.89% | |
| 30 | GPCRSTRUCTURE THERAPEU | 49,250 | $1.3B | 0.89% | |
| 31 | MLTXMOONLAKE IMMUNOTHERA | 23,687 | $1.3B | 0.86% | |
| 32 | AM6AMICUS THERAPEUTICS INC | 135,620 | $1.3B | 0.85% | |
| 33 | QUREUNIQURE N.V. | 71,500 | $1.3B | 0.84% | |
| 34 | ZLABZAI LAB LTD | 44,800 | $1.2B | 0.78% | |
| 35 | CYTKCYTOKINETICS INC | 24,500 | $1.2B | 0.77% | |
| 36 | HCATHEALTH CATALYST INC | 160,000 | $1.1B | 0.76% | |
| 37 | TARSTARSUS PHARMACEUTICA | 20,300 | $1.1B | 0.75% | |
| 38 | SPRYARS PHARMACEUTICALS INC | 106,007 | $1.1B | 0.75% | |
| 39 | 2L9BLUEPRINT MEDICINES | 12,560 | $1.1B | 0.73% | |
| 40 | RCUSARCUS BIOSCIENCES INC | 69,552 | $1.0B | 0.69% | |
| 41 | PRVAPRIVIA HEALTH GROUP | 52,000 | $1.0B | 0.68% | |
| 42 | CVSCVS HEALTH CORP | 22,000 | $987.6M | 0.66% | |
| 43 | LEGNLEGEND BIOTECH CORP | 29,800 | $969.7M | 0.65% | |
| 44 | AZNASTRAZENECA PLC | 14,650 | $959.9M | 0.64% | |
| 45 | CLOVCLOVER HEALTH INV CO | 275,000 | $866.3M | 0.58% | |
| 46 | SGOVISHARES TR | 8,000 | $802.6M | 0.54% | |
| 47 | NARIUSDINARI MED INC | 15,153 | $773.6M | 0.52% | |
| 48 | CITHE CIGNA GROUP | 2,250 | $621.3M | 0.41% | |
| 49 | IOVAIOVANCE BIOTHERAPEUT | 81,500 | $603.1M | 0.40% | |
| 50 | BIIBBIOGEN INC | 3,852 | $589.0M | 0.39% | |
| 51 | ILMNILLUMINA INC | 4,370 | $584.0M | 0.39% | |
| 52 | EWEDWARDS LIFESCIENCE | 7,850 | $581.1M | 0.39% | |
| 53 | ARVNARVINAS INC | 30,150 | $578.0M | 0.39% | |
| 54 | COGTCOGENT BIOSCIENCES | 73,800 | $575.6M | 0.38% | |
| 55 | SMMTSUMMIT THERAPEUTICS | 30,000 | $535.4M | 0.36% | |
| 56 | ENGNENGENE HOLDINGS INC | 78,919 | $524.8M | 0.35% | |
| 57 | IM8NINSMED INC | 7,371 | $508.9M | 0.34% | |
| 58 | RCKTROCKET PHARMACEUTICA | 40,183 | $505.1M | 0.34% | |
| 59 | ITCIEURINTRA CELLULAR THERA | 4,900 | $409.2M | 0.27% | |
| 60 | ROIVROIVANT SCIENCES LTD | 34,500 | $408.1M | 0.27% | |
| 61 | HUMHUMANA INC | 1,581 | $401.1M | 0.27% | |
| 62 | ONCBEIGENE LTD | 2,010 | $371.3M | 0.25% | |
| 63 | OLMAOLEMA PHARMACEUTICAL | 61,650 | $359.4M | 0.24% | |
| 64 | BBIOBRIDGEBIO PHARMA INC | 11,500 | $315.6M | 0.21% | |
| 65 | MEDPMEDPACE HOLDINGS | 830 | $275.8M | 0.18% | |
| 66 | PTCTPTC THERAPEUTICS | 5,800 | $261.8M | 0.17% | |
| 67 | —TURNSTONE BIOLOGICS | 517,648 | $257.2M | 0.17% | |
| 68 | ISIIONIS PHARMACEUTICAL | 7,200 | $251.7M | 0.17% | |
| 69 | VERAVERA THERAPEUTICS | 5,700 | $241.1M | 0.16% | |
| 70 | CRNXCRINETICS PHARMACE | 4,400 | $225.0M | 0.15% | |
| 71 | GONGERON CORP | 63,500 | $224.8M | 0.15% | |
| 72 | ASNDASCENDIS PHARMA AS | 1,600 | $220.3M | 0.15% | |
| 73 | JAZZJAZZ PHARMA PLC | 1,750 | $215.5M | 0.14% | |
| 74 | RVMDREVOLUTION MEDICIN | 4,900 | $214.3M | 0.14% | |
| 75 | UTHUNITED THERAPEUTICS | 595 | $209.9M | 0.14% | |
| 76 | SWTXSPRINGWORKS THERAPEU | 5,500 | $198.7M | 0.13% | |
| 77 | VTRSVIATRIS INC | 15,600 | $194.2M | 0.13% | |
| 78 | NVONOVO-NORDISK AS | 2,200 | $189.2M | 0.13% | |
| 79 | RPRXROYALTY PHARMA PLC | 7,200 | $183.7M | 0.12% | |
| 80 | MRNAMODERNA INC | 4,350 | $180.9M | 0.12% | |
| 81 | MDGLMADRIGAL PHARMACEUTI | 570 | $175.9M | 0.12% | |
| 82 | INCYINCYTE CORPORATION | 2,500 | $172.7M | 0.12% | |
| 83 | CRGXCARGO THERAPEUTICS | 8,500 | $122.6M | 0.08% | |
| 84 | EX9EXELIXIS INC | 3,500 | $116.5M | 0.08% | |
| 85 | AXSMAXSOME THERAPEUTICS INC | 820 | $69.4M | 0.05% | |
| 86 | IOBTIO BIOTECH INC | 75,000 | $69.0M | 0.05% |