SECTORAL ASSET MANAGEMENT INC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$124.8B
Holdings
74
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (74 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EVMNEVOMMUNE INC | 589,005 | $10.1B | 8.08% | |
| 2 | CTNMCONTINEUM THERAPEUTICS | 800,787 | $9.2B | 7.34% | |
| 3 | LLYELI LILLY & CO | 7,276 | $7.8B | 6.27% | |
| 4 | SISHOULDER INNOVATIONS | 492,435 | $7.0B | 5.64% | |
| 5 | UNHUNITEDHEALTH GRP INC | 13,595 | $4.5B | 3.60% | |
| 6 | AMGNAMGEN INC | 13,070 | $4.3B | 3.43% | |
| 7 | JNJJOHNSON & JOHNSON | 20,300 | $4.2B | 3.37% | |
| 8 | ABBVABBVIE INC | 16,800 | $3.8B | 3.08% | |
| 9 | VRTXVERTEX PHARMA | 8,005 | $3.6B | 2.91% | |
| 10 | ABTABBOTT LABS | 23,498 | $2.9B | 2.36% | |
| 11 | REGNREGENERON PHARMCTCLS | 3,715 | $2.9B | 2.30% | |
| 12 | ISRGINTUITIVE SURGIC INC | 4,850 | $2.7B | 2.20% | |
| 13 | BSXBOSTON SCIENTIFIC | 27,626 | $2.6B | 2.11% | |
| 14 | ARGXARGENX SE SPN ADR | 2,894 | $2.4B | 1.95% | |
| 15 | DHRDANAHER CORP | 10,575 | $2.4B | 1.94% | |
| 16 | SYKSTRYKER CORP | 6,550 | $2.3B | 1.85% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC | 3,900 | $2.3B | 1.81% | |
| 18 | MRKMERCK & CO INC | 21,400 | $2.3B | 1.81% | |
| 19 | GILDGILEAD SCIENCES INC | 17,885 | $2.2B | 1.76% | |
| 20 | IM8NINSMED INC | 11,182 | $1.9B | 1.56% | |
| 21 | DC4DEXCOM INC | 28,700 | $1.9B | 1.53% | |
| 22 | VERAVERA THERAPEUTICS | 36,858 | $1.9B | 1.50% | |
| 23 | GPCRSTRUCTURE THERAPEUTICS | 23,872 | $1.7B | 1.33% | |
| 24 | BNTXBIONTECH SE | 17,218 | $1.6B | 1.31% | |
| 25 | EWEDWARDS LIFESCIENCE | 17,250 | $1.5B | 1.18% | |
| 26 | AZNASTRAZENECA | 15,232 | $1.4B | 1.12% | |
| 27 | SMMTSUMMIT THERAPEUTICS | 79,625 | $1.4B | 1.12% | |
| 28 | RCUSARCUS BIOSCIENCES | 56,945 | $1.4B | 1.09% | |
| 29 | SNDXSYNDAX PHARMACEUTICALS | 61,200 | $1.3B | 1.03% | |
| 30 | TARSTARSUS PHARMACEUTICAL | 14,740 | $1.2B | 0.97% | |
| 31 | ALNYALNYLAM PHARMACEUTICALS INC | 2,990 | $1.2B | 0.95% | |
| 32 | RAPPRAPPORT THERAPEUTICS | 38,925 | $1.2B | 0.95% | |
| 33 | COGTCOGENT BIOSCIENCES INC | 32,685 | $1.2B | 0.93% | |
| 34 | MLYSMINERALYS THERAPEUTICS | 31,625 | $1.1B | 0.92% | |
| 35 | TRVITREVI THERAPEUTIC INC | 84,255 | $1.1B | 0.84% | |
| 36 | ROIVROIVANT SCIENCES LTD | 45,347 | $984.0M | 0.79% | |
| 37 | TECXTECTONIC THERAPEUTICS | 42,255 | $881.0M | 0.71% | |
| 38 | VTYXVENTYX BIOSCIENCES | 96,945 | $875.0M | 0.70% | |
| 39 | BBIOBRIDGEBIO PHARMA | 11,170 | $854.0M | 0.68% | |
| 40 | UTHUNITED THERAPEUTICS | 1,723 | $839.0M | 0.67% | |
| 41 | BOLDBOUNDLESS BIO INC | 678,574 | $814.0M | 0.65% | |
| 42 | ONCBEONE MEDICINES LTD | 2,665 | $809.0M | 0.65% | |
| 43 | RDNTRADNET INC | 11,000 | $784.0M | 0.63% | |
| 44 | AVBPARRIVENT BIOPHARMA | 38,255 | $769.0M | 0.62% | |
| 45 | QUREUNIQURE N.V. | 30,585 | $731.0M | 0.59% | |
| 46 | ASNDASCENDIS PHARMA | 3,254 | $693.0M | 0.56% | |
| 47 | LENZLENZ THERAPEUTICS INC | 42,500 | $680.0M | 0.55% | |
| 48 | PFEPFIZER INC | 27,150 | $676.0M | 0.54% | |
| 49 | INSPINSPIRE MED SYS INC | 7,200 | $664.0M | 0.53% | |
| 50 | ISIIONIS PHARMACEUTICAL | 8,365 | $661.0M | 0.53% | |
| 51 | IMTXIMMATICS NV | 63,015 | $661.0M | 0.53% | |
| 52 | HNGEHINGE HEALTH INC | 14,206 | $659.0M | 0.53% | |
| 53 | BMRNBIOMARIN PHARMACEUTICAL INC | 10,880 | $646.0M | 0.52% | |
| 54 | ALHCALIGNMENT HEALTHCARE | 31,500 | $622.0M | 0.50% | |
| 55 | PRVAPRIVIA HEALTH GROUP | 26,000 | $616.0M | 0.49% | |
| 56 | AM6AMICUS THERAPEUTICS | 43,300 | $616.0M | 0.49% | |
| 57 | CARLCARLSMED INC | 47,700 | $589.0M | 0.47% | |
| 58 | PTCTPTC THERAPEUTICS | 7,715 | $586.0M | 0.47% | |
| 59 | OMDAOMADA HEALTH INC | 36,500 | $575.0M | 0.46% | |
| 60 | NKTRNEKTAR THERAPEUTICS | 13,485 | $570.0M | 0.46% | |
| 61 | KURAKURA ONCOLOGY | 54,110 | $562.0M | 0.45% | |
| 62 | NBIXNEUROCRINE BIOSCIENCES | 2,675 | $379.0M | 0.30% | |
| 63 | BIIBBIOGEN INC | 2,155 | $379.0M | 0.30% | |
| 64 | CYTKCYTOKINETICS INC | 5,893 | $374.0M | 0.30% | |
| 65 | JAZZJAZZ PHARMA PLC | 2,049 | $348.0M | 0.28% | |
| 66 | SPRYARS PHARMACEUTICALS | 29,803 | $347.0M | 0.28% | |
| 67 | RPRXROYALTY PHARMA PLC | 8,470 | $327.0M | 0.26% | |
| 68 | ILMNILLUMINA INC | 2,472 | $324.0M | 0.26% | |
| 69 | AXSMAXSOME THERAPEUTICS | 1,740 | $317.0M | 0.25% | |
| 70 | INCYINCYTE CORPORATION | 2,750 | $271.0M | 0.22% | |
| 71 | TEMTEMPUS AI INC | 4,500 | $265.0M | 0.21% | |
| 72 | MDGLMADRIGAL PHARMA | 352 | $204.0M | 0.16% | |
| 73 | ORICORIC PHARMACEUTICALS | 22,480 | $183.0M | 0.15% | |
| 74 | MRNAMODERNA INC | 5,005 | $147.0M | 0.12% |