SECTORAL ASSET MANAGEMENT INC

Name: SECTORAL ASSET MANAGEMENT INC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in MONTREAL. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1274413.

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Reported value$143.3m
Positions82

Holdings: 82 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

SECTORAL ASSET MANAGEMENT INC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Contineum TherapeuticsCTNM	CL A	21217B100	11.9	8.3%	727,587	Unchanged
Shoulder InnovationsSI	COMMON STOCK	82537J108	8.7	6.1%	430,407	Unchanged
ELI Lilly & CoLLY	COM	532457108	7.6	5.3%	6,354	Unchanged
Unitedhealth GRP IncUNH	COM	91324P102	5.5	3.8%	13,235	Reduced−1,722
Johnson & JohnsonJNJ	COM	478160104	4.6	3.2%	18,218	Unchanged
Oruka Therapeutics IncORKA	COM	687604108	4.0	2.8%	41,987	New+41,987
Biontech SEBNTX	SP ADR	09075V102	3.9	2.7%	41,869	Added+19,705
Definium Therapeutics IncDFTX	COM SHS	24477V105	3.7	2.6%	78,310	New+78,310
Dexcom IncDXCM	COM	252131107	3.4	2.4%	50,756	Added+27,525
Arcus BiosciencesRCUS	COM	03969F109	3.4	2.4%	110,870	Added+65,800
Amgen IncAMGN	COM	031162100	3.3	2.3%	9,210	Unchanged
Summit TherapeuticsSMMT	COM	86627T108	3.2	2.2%	220,180	Added+150,565
Irhythm Holdings IncIRTC	COM	450056106	3.1	2.2%	26,070	New+26,070
Abbvie IncABBV	COM	00287Y109	3.1	2.1%	12,200	Unchanged
Merck & Co IncMRK	COM	58933Y105	2.8	1.9%	21,480	Unchanged
Arrivent BiopharmaAVBP	COM	04272N102	2.7	1.9%	79,043	Added+49,030
Vertex PharmaVRTX	COM	92532F100	2.7	1.9%	5,432	Reduced−1,575
Argenx SEARGX	SP ADR	04016X101	2.6	1.8%	2,831	Reduced−733
Gilead Sciences IncGILD	COM	375558103	2.6	1.8%	20,620	Reduced−6,870
Insmed IncINSM	COM PAR $.01	457669307	2.5	1.7%	23,216	Added+3,548
Tectonic TherapeuticTECX	COM	878972108	2.4	1.7%	71,009	Added+51,950
Intuitive Surgic IncISRG	COM NEW	46120E602	2.3	1.6%	5,850	Added+600
Immatics NV	SHS	N44445109	2.3	1.6%	224,928	Added+158,098
Stryker CorpSYK	COM	863667101	2.2	1.6%	7,129	Added+1,255
Avalo Therapeutics IncAVTX	COM NEW	05338F306	2.2	1.5%	119,923	New+119,923
Crescent Biopharma Inc.	COM	G2545C104	2.2	1.5%	121,300	New+121,300
Roivant Sciences Ltd	SHS	G76279101	2.2	1.5%	61,100	Added+28,600
Iqvia Holdings IncIQV	COM	46266C105	2.1	1.5%	10,848	Added+2,541
Pulse Biosciences IncPLSE	COM	74587B101	1.9	1.3%	67,895	New+67,895
Danaher CorpDHR	COM	235851102	1.8	1.3%	9,597	Unchanged
Thermo Fisher ScientificTMO	COM	883556102	1.8	1.2%	3,508	Unchanged
Abbott LabsABT	COM	002824100	1.6	1.1%	18,080	Reduced−7,498
Alphatec Holdings IncATEC	COM NEW	02081G201	1.6	1.1%	185,900	New+185,900
Boston ScientificBSX	COM	101137107	1.6	1.1%	36,330	Added+1,550
Transmedics Group IncTMDX	COM	89377M109	1.5	1.0%	21,950	New+21,950
Cytokinetics IncCYTK	COM NEW	23282W605	1.4	1.0%	16,330	Added+9,030
Regeneron PharmctclsREGN	COM	75886F107	1.4	0.9%	2,169	Reduced−750
CVS Health CorpCVS	COM	126650100	1.3	0.9%	13,000	New+13,000
Edwards LifesciencesEW	COM	28176E108	1.3	0.9%	14,826	Reduced−2,512
Trevi TherapeuticsTRVI	COM	89532M101	1.2	0.9%	65,596	Reduced−8,850
Bristol Myers SquibbBMY	COM	110122108	1.2	0.9%	21,150	Unchanged
Vera TherapeuticsVERA	CL A	92337R101	1.1	0.8%	25,573	Unchanged
Cogent BiosciencesCOGT	COM	19240Q201	1.0	0.7%	26,740	Added+4,600
Medtronic plc	SHS	G5960L103	0.9	0.6%	11,100	Unchanged
Tarsus PharmaceuticalsTARS	COM	87650L103	0.8	0.6%	13,285	Added+2,013
Kura Oncology IncKURA	COM	50127T109	0.8	0.5%	71,480	Unchanged
Centene Corp DelCNC	COM	15135B101	0.8	0.5%	12,000	New+12,000
United TherapeuticsUTHR	COM	91307C102	0.7	0.5%	1,370	Reduced−340
Hinge Health IncHNGE	CL A	433313103	0.7	0.5%	8,744	Reduced−3,500
Nektar TherapeuticsNKTR	COM NEW	640268306	0.7	0.5%	10,111	Reduced−740
Alnylam PharmacuetclALNY	COM	02043Q107	0.7	0.5%	2,310	Unchanged
Ascendis Pharma A/S	ORD SHS	K08588103	0.7	0.5%	2,570	New+2,570
Pfizer IncPFE	COM	717081103	0.7	0.5%	27,500	Unchanged
Ardelyx IncARDX	COM	039697107	0.6	0.4%	122,394	Unchanged
Privia Health GroupPRVA	COM	74276R102	0.6	0.4%	24,136	Reduced−3,000
PTC Therapeutics IncPTCT	COM	69366J200	0.6	0.4%	7,470	Added+820
Ionis PharmaceuticalIONS	COM	462222100	0.6	0.4%	7,200	Unchanged
Agomab TherapeuticsAGMB	SPONSORED ADS	00860C102	0.6	0.4%	43,500	Unchanged
Biomarin PharmacBMRN	COM	09061G101	0.5	0.4%	9,450	Unchanged
Beone Medicines LtdONC	SP ADR	07725L102	0.5	0.4%	1,870	Unchanged
Humana IncHUM	INC	444859102	0.5	0.3%	1,250	New+1,250
Jazz Pharma plc	SHS USD	G50871105	0.4	0.3%	1,750	Unchanged
Royalty Pharma plc	SHS CLASS A	G7709Q104	0.4	0.3%	7,200	Unchanged
Biogen IncBIIB	COM	09062X103	0.4	0.3%	1,850	Unchanged
Mineralys TherapeuticsMLYS	COM	603170101	0.4	0.3%	14,565	Reduced−17,053
Illumina IncILMN	COM	452327109	0.4	0.3%	2,132	Unchanged
Axsome TherapeuticAXSM	COM	05464T104	0.4	0.3%	1,500	Unchanged
Syndax PharmaceuticsSNDX	COM	87164F105	0.3	0.2%	15,680	Reduced−16,000
Revolution MedicinesRVMD	COM	76155X100	0.3	0.2%	1,830	Unchanged
Abivax SAABVX	SPONSORED ADS	00370M103	0.3	0.2%	2,340	Unchanged
Bridgebio PharmaBBIO	COM	10806X102	0.3	0.2%	4,100	Reduced−4,000
Moderna IncMRNA	COM	60770K107	0.3	0.2%	4,350	Unchanged
Guardant Health IncGH	COM	40131M109	0.3	0.2%	1,980	Unchanged
Incyte CorporationINCY	COM	45337C102	0.3	0.2%	2,350	Unchanged
Oric PharmaceuticalsORIC	COM	68622P109	0.3	0.2%	23,500	Unchanged
ARS PharmaceuticalsSPRY	COM	82835W108	0.2	0.2%	29,900	Reduced−49,250
Structure TherapeuticsGPCR	SP ADR	86366E106	0.2	0.2%	4,325	Reduced−9,777
Medpace HoldingsMEDP	COM	58506Q109	0.2	0.2%	430	Unchanged
Tempus Ai IncTEM	CL A	88023B103	0.2	0.2%	3,880	New+3,880
Orbus Pharmaceuticals HoldingsCRBP	COM NEW	21833P301	0.2	0.1%	20,000	New+20,000
Palisade Bio IncPALI	COM	696389402	0.2	0.1%	88,000	Unchanged
Engene Therapeutics IncENGN	COM	29286X101	0.0	<0.1%	21,700	New+21,700

Sold out: 10 positions

Held at the end of the quarter before and not reported this quarter.

SECTORAL ASSET MANAGEMENT INC, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Alignment HealthALHC	COM	01625V104	0.0%	Sold out−26,911
Ascendis Pharma a S	SP ADR	04351P101	0.0%	Sold out−2,800
Boundless BioBOLD	COM	10170A100	0.0%	Sold out−678,574
Evommune IncEVMN	COM SHS	30054Y107	0.0%	Sold out−589,005
Inspire Med Sys IncINSP	COM	457730109	0.0%	Sold out−7,225
Neurocrine BiosciencesNBIX	COM	64125C109	0.0%	Sold out−2,300
Omada Health IncOMDA	COM	68170A108	0.0%	Sold out−25,620
Radnet IncRDNT	COM	750491102	0.0%	Sold out−7,999
Rapport TherapeuticsRAPP	COM	75383L102	0.0%	Sold out−25,421
Uniqure N.V.	SHS	N90064101	0.0%	Sold out−29,245

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096554 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.