# SECTORAL ASSET MANAGEMENT INC: Form 13F holdings

An institutional investment manager in MONTREAL. SEC CIK 1274413.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $143.3m
- Positions: 82 (82 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1274413/000110465926096554/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CONTINEUM THERAPEUTICS (CTNM)](/companies/ctnm.md) | CL A | $11.9m | 8.3% | 727,587 |  | Unchanged |
| [SHOULDER INNOVATIONS (SI)](/companies/si.md) | COMMON STOCK | $8.7m | 6.1% | 430,407 |  | Unchanged |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $7.6m | 5.3% | 6,354 |  | Unchanged |
| [UNITEDHEALTH GRP INC (UNH)](/companies/unh.md) | COM | $5.5m | 3.8% | 13,235 |  | Reduced −1,722 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $4.6m | 3.2% | 18,218 |  | Unchanged |
| [ORUKA THERAPEUTICS INC (ORKA)](/companies/orka.md) | COM | $4.0m | 2.8% | 41,987 |  | New +41,987 |
| [BIONTECH SE (BNTX)](/companies/bntx.md) | SP ADR | $3.9m | 2.7% | 41,869 |  | Added +19,705 |
| [DEFINIUM THERAPEUTICS INC (DFTX)](/companies/dftx.md) | COM SHS | $3.7m | 2.6% | 78,310 |  | New +78,310 |
| [DEXCOM INC (DXCM)](/companies/dxcm.md) | COM | $3.4m | 2.4% | 50,756 |  | Added +27,525 |
| [ARCUS BIOSCIENCES (RCUS)](/companies/rcus.md) | COM | $3.4m | 2.4% | 110,870 |  | Added +65,800 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $3.3m | 2.3% | 9,210 |  | Unchanged |
| [SUMMIT THERAPEUTICS (SMMT)](/companies/smmt.md) | COM | $3.2m | 2.2% | 220,180 |  | Added +150,565 |
| [IRHYTHM HOLDINGS INC (IRTC)](/companies/irtc.md) | COM | $3.1m | 2.2% | 26,070 |  | New +26,070 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $3.1m | 2.1% | 12,200 |  | Unchanged |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $2.8m | 1.9% | 21,480 |  | Unchanged |
| [ARRIVENT BIOPHARMA (AVBP)](/companies/avbp.md) | COM | $2.7m | 1.9% | 79,043 |  | Added +49,030 |
| [VERTEX PHARMA (VRTX)](/companies/vrtx.md) | COM | $2.7m | 1.9% | 5,432 |  | Reduced −1,575 |
| [ARGENX SE (ARGX)](/companies/argx.md) | SP ADR | $2.6m | 1.8% | 2,831 |  | Reduced −733 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $2.6m | 1.8% | 20,620 |  | Reduced −6,870 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $2.5m | 1.7% | 23,216 |  | Added +3,548 |
| [TECTONIC THERAPEUTIC (TECX)](/companies/tecx.md) | COM | $2.4m | 1.7% | 71,009 |  | Added +51,950 |
| [INTUITIVE SURGIC INC (ISRG)](/companies/isrg.md) | COM NEW | $2.3m | 1.6% | 5,850 |  | Added +600 |
| IMMATICS NV | SHS | $2.3m | 1.6% | 224,928 |  | Added +158,098 |
| [STRYKER CORP (SYK)](/companies/syk.md) | COM | $2.2m | 1.6% | 7,129 |  | Added +1,255 |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $2.2m | 1.5% | 119,923 |  | New +119,923 |
| CRESCENT BIOPHARMA INC. | COM | $2.2m | 1.5% | 121,300 |  | New +121,300 |
| ROIVANT SCIENCES LTD | SHS | $2.2m | 1.5% | 61,100 |  | Added +28,600 |
| [IQVIA HOLDINGS INC (IQV)](/companies/iqv.md) | COM | $2.1m | 1.5% | 10,848 |  | Added +2,541 |
| [PULSE BIOSCIENCES INC (PLSE)](/companies/plse.md) | COM | $1.9m | 1.3% | 67,895 |  | New +67,895 |
| [DANAHER CORP (DHR)](/companies/dhr.md) | COM | $1.8m | 1.3% | 9,597 |  | Unchanged |
| [THERMO FISHER SCIENTIFIC (TMO)](/companies/tmo.md) | COM | $1.8m | 1.2% | 3,508 |  | Unchanged |
| [ABBOTT LABS (ABT)](/companies/abt.md) | COM | $1.6m | 1.1% | 18,080 |  | Reduced −7,498 |
| [ALPHATEC HLDGS INC (ATEC)](/companies/atec.md) | COM NEW | $1.6m | 1.1% | 185,900 |  | New +185,900 |
| [BOSTON SCIENTIFIC (BSX)](/companies/bsx.md) | COM | $1.6m | 1.1% | 36,330 |  | Added +1,550 |
| [TRANSMEDICS GROUP INC (TMDX)](/companies/tmdx.md) | COM | $1.5m | 1.0% | 21,950 |  | New +21,950 |
| [CYTOKINETICS INC (CYTK)](/companies/cytk.md) | COM NEW | $1.4m | 1.0% | 16,330 |  | Added +9,030 |
| [REGENERON PHARMCTCLS (REGN)](/companies/regn.md) | COM | $1.4m | 0.9% | 2,169 |  | Reduced −750 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $1.3m | 0.9% | 13,000 |  | New +13,000 |
| [EDWARDS LIFESCIENCES (EW)](/companies/ew.md) | COM | $1.3m | 0.9% | 14,826 |  | Reduced −2,512 |
| [TREVI THERAPEUTICS (TRVI)](/companies/trvi.md) | COM | $1.2m | 0.9% | 65,596 |  | Reduced −8,850 |
| [BRISTOL MYERS SQUIBB (BMY)](/companies/bmy.md) | COM | $1.2m | 0.9% | 21,150 |  | Unchanged |
| [VERA THERAPEUTICS (VERA)](/companies/vera.md) | CL A | $1.1m | 0.8% | 25,573 |  | Unchanged |
| [COGENT BIOSCIENCES (COGT)](/companies/cogt.md) | COM | $1.0m | 0.7% | 26,740 |  | Added +4,600 |
| MEDTRONIC PLC | SHS | $876.3k | 0.6% | 11,100 |  | Unchanged |
| [TARSUS PHARMACEUTICALS (TARS)](/companies/tars.md) | COM | $836.2k | 0.6% | 13,285 |  | Added +2,013 |
| [KURA ONCOLOGY INC (KURA)](/companies/kura.md) | COM | $784.1k | 0.5% | 71,480 |  | Unchanged |
| [CENTENE CORP DEL (CNC)](/companies/cnc.md) | COM | $770.3k | 0.5% | 12,000 |  | New +12,000 |
| [UNITED THERAPEUTICS (UTHR)](/companies/uthr.md) | COM | $742.3k | 0.5% | 1,370 |  | Reduced −340 |
| [HINGE HEALTH INC (HNGE)](/companies/hnge.md) | CL A | $725.8k | 0.5% | 8,744 |  | Reduced −3,500 |
| [NEKTAR THERAPEUTICS (NKTR)](/companies/nktr.md) | COM NEW | $705.8k | 0.5% | 10,111 |  | Reduced −740 |
| [ALNYLAM PHARMACUETCL (ALNY)](/companies/alny.md) | COM | $695.4k | 0.5% | 2,310 |  | Unchanged |
| ASCENDIS PHARMA A/S | ORD SHS | $685.5k | 0.5% | 2,570 |  | New +2,570 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $662.2k | 0.5% | 27,500 |  | Unchanged |
| [ARDELYX INC (ARDX)](/companies/ardx.md) | COM | $624.2k | 0.4% | 122,394 |  | Unchanged |
| [PRIVIA HEALTH GROUP (PRVA)](/companies/prva.md) | COM | $621.0k | 0.4% | 24,136 |  | Reduced −3,000 |
| [PTC THERAPEUTICS INC (PTCT)](/companies/ptct.md) | COM | $609.3k | 0.4% | 7,470 |  | Added +820 |
| [IONIS PHARMACEUTICAL (IONS)](/companies/ions.md) | COM | $570.9k | 0.4% | 7,200 |  | Unchanged |
| [AGOMAB THERAPEUTICS (AGMB)](/companies/agmb.md) | SPONSORED ADS | $564.6k | 0.4% | 43,500 |  | Unchanged |
| [BIOMARIN PHARMAC (BMRN)](/companies/bmrn.md) | COM | $540.7k | 0.4% | 9,450 |  | Unchanged |
| [BEONE MEDICINES LTD (ONC)](/companies/onc.md) | SP ADR | $532.9k | 0.4% | 1,870 |  | Unchanged |
| [HUMANA INC (HUM)](/companies/hum.md) | INC | $497.3k | 0.3% | 1,250 |  | New +1,250 |
| JAZZ PHARMA PLC | SHS USD | $421.7k | 0.3% | 1,750 |  | Unchanged |
| ROYALTY PHARMA PLC | SHS CLASS A | $403.7k | 0.3% | 7,200 |  | Unchanged |
| [BIOGEN INC (BIIB)](/companies/biib.md) | COM | $399.7k | 0.3% | 1,850 |  | Unchanged |
| [MINERALYS THERAPEUTICS (MLYS)](/companies/mlys.md) | COM | $393.0k | 0.3% | 14,565 |  | Reduced −17,053 |
| [ILLUMINA INC (ILMN)](/companies/ilmn.md) | COM | $374.9k | 0.3% | 2,132 |  | Unchanged |
| [AXSOME THERAPEUTIC (AXSM)](/companies/axsm.md) | COM | $367.2k | 0.3% | 1,500 |  | Unchanged |
| [SYNDAX PHARMACEUTICS (SNDX)](/companies/sndx.md) | COM | $342.8k | 0.2% | 15,680 |  | Reduced −16,000 |
| [REVOLUTION MEDICINES (RVMD)](/companies/rvmd.md) | COM | $342.7k | 0.2% | 1,830 |  | Unchanged |
| [ABIVAX SA (ABVX)](/companies/abvx.md) | SPONSORED ADS | $311.8k | 0.2% | 2,340 |  | Unchanged |
| [BRIDGEBIO PHARMA (BBIO)](/companies/bbio.md) | COM | $305.4k | 0.2% | 4,100 |  | Reduced −4,000 |
| [MODERNA INC (MRNA)](/companies/mrna.md) | COM | $304.6k | 0.2% | 4,350 |  | Unchanged |
| [GUARDANT HEALTH INC (GH)](/companies/gh.md) | COM | $297.1k | 0.2% | 1,980 |  | Unchanged |
| [INCYTE CORPORATION (INCY)](/companies/incy.md) | COM | $266.4k | 0.2% | 2,350 |  | Unchanged |
| [ORIC PHARMACEUTICALS (ORIC)](/companies/oric.md) | COM | $254.5k | 0.2% | 23,500 |  | Unchanged |
| [ARS PHARMACEUTICALS (SPRY)](/companies/spry.md) | COM | $239.5k | 0.2% | 29,900 |  | Reduced −49,250 |
| [STRUCTURE THERAPEUTICS (GPCR)](/companies/gpcr.md) | SP ADR | $232.1k | 0.2% | 4,325 |  | Reduced −9,777 |
| [MEDPACE HOLDINGS (MEDP)](/companies/medp.md) | COM | $227.7k | 0.2% | 430 |  | Unchanged |
| [TEMPUS AI INC (TEM)](/companies/tem.md) | CL A | $224.8k | 0.2% | 3,880 |  | New +3,880 |
| [ORBUS PHARMACEUTICALS HLDGS (CRBP)](/companies/crbp.md) | COM NEW | $187.6k | 0.1% | 20,000 |  | New +20,000 |
| [PALISADE BIO INC (PALI)](/companies/pali.md) | COM | $183.9k | 0.1% | 88,000 |  | Unchanged |
| [ENGENE THERAPEUTICS INC (ENGN)](/companies/engn.md) | COM | $37.5k | <0.1% | 21,700 |  | New +21,700 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALIGNMENT HEALTH (ALHC)](/companies/alhc.md) | COM | $0 | 0.0% | 0 |  | Sold out −26,911 |
| ASCENDIS PHARMA A S | SP ADR | $0 | 0.0% | 0 |  | Sold out −2,800 |
| [BOUNDLESS BIO (BOLD)](/companies/bold.md) | COM | $0 | 0.0% | 0 |  | Sold out −678,574 |
| [EVOMMUNE INC (EVMN)](/companies/evmn.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −589,005 |
| [INSPIRE MED SYS INC (INSP)](/companies/insp.md) | COM | $0 | 0.0% | 0 |  | Sold out −7,225 |
| [NEUROCRINE BIOSCIENCES (NBIX)](/companies/nbix.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,300 |
| [OMADA HEALTH INC (OMDA)](/companies/omda.md) | COM | $0 | 0.0% | 0 |  | Sold out −25,620 |
| [RADNET INC (RDNT)](/companies/rdnt.md) | COM | $0 | 0.0% | 0 |  | Sold out −7,999 |
| [RAPPORT THERAPEUTICS (RAPP)](/companies/rapp.md) | COM | $0 | 0.0% | 0 |  | Sold out −25,421 |
| UNIQURE N.V. | SHS | $0 | 0.0% | 0 |  | Sold out −29,245 |

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096554. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.