SECTORAL ASSET MANAGEMENT INC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$128.5B
Holdings
84
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (84 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENZLENZ THERAPEUTICS INC | 977,245 | $25.1B | 19.56% | |
| 2 | LLYELI LILLY & CO | 9,416 | $7.8B | 6.05% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 12,895 | $6.8B | 5.26% | |
| 4 | MLYSMINERALYS THERAPEUTICS INC | 370,513 | $5.9B | 4.58% | |
| 5 | CTNMCONTINEUM THERAPEUTICS INC | 800,787 | $5.6B | 4.35% | |
| 6 | JNJJOHNSON & JOHNSON | 21,800 | $3.6B | 2.81% | |
| 7 | GILDGILEAD SCIENCES INC | 32,020 | $3.6B | 2.79% | |
| 8 | AMGNAMGEN INC | 10,385 | $3.2B | 2.52% | |
| 9 | ABBVABBVIE INC | 14,800 | $3.1B | 2.41% | |
| 10 | ISRGINTUITIVE SURGICAL INC | 5,250 | $2.6B | 2.02% | |
| 11 | ABTABBOTT LABS | 18,698 | $2.5B | 1.93% | |
| 12 | BSXBOSTON SCIENTIFIC CORP | 24,226 | $2.4B | 1.90% | |
| 13 | MRKMERCK & CO INC | 26,900 | $2.4B | 1.88% | |
| 14 | VRTXVERTEX PHARMACEUTICALS INC | 4,725 | $2.3B | 1.78% | |
| 15 | SYKSTRYKER CORP | 6,100 | $2.3B | 1.77% | |
| 16 | DHRDANAHER CORPORATION | 10,575 | $2.2B | 1.69% | |
| 17 | MDTMEDTRONIC PLC | 23,850 | $2.1B | 1.67% | |
| 18 | ARGXARGENX SE | 3,103 | $1.8B | 1.43% | |
| 19 | REGNREGENERON PHARMACEUTICALS | 2,773 | $1.8B | 1.37% | |
| 20 | BMRNBIOMARIN PHARMACEUTICAL INC | 23,530 | $1.7B | 1.29% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 3,250 | $1.6B | 1.26% | |
| 22 | BNTXBIONTECH SE | 17,175 | $1.6B | 1.22% | |
| 23 | PFEPFIZER INC | 59,650 | $1.5B | 1.18% | |
| 24 | ALNYALNYLAM PHARMACEUTICALS INC | 5,205 | $1.4B | 1.09% | |
| 25 | AZNASTRAZENECA PLC | 18,790 | $1.4B | 1.07% | |
| 26 | SMMTSUMMIT THERAPEUTICS INC | 69,240 | $1.3B | 1.04% | |
| 27 | SPRYARS PHARMACEUTICALS INC | 100,205 | $1.3B | 0.98% | |
| 28 | LEGNLEGEND BIOTECH CORP | 35,965 | $1.2B | 0.95% | |
| 29 | THCTENET HEALTHCARE CORP | 9,000 | $1.2B | 0.94% | |
| 30 | BMYBRISTOL-MYERS SQUIBB CO | 19,500 | $1.2B | 0.93% | |
| 31 | IM8NINSMED INC | 15,230 | $1.2B | 0.90% | |
| 32 | SWTXSPRINGWORKS THERAPEUTICS INC | 25,325 | $1.1B | 0.87% | |
| 33 | ZLABZAI LAB LTD | 29,920 | $1.1B | 0.84% | |
| 34 | BOLDBOUNDLESS BIO INC | 678,574 | $1.0B | 0.80% | |
| 35 | DC4DEXCOM INC | 15,000 | $1.0B | 0.80% | |
| 36 | 2L9BLUEPRINT MEDICINES CORP | 11,235 | $994.4M | 0.77% | |
| 37 | RDNTRADNET INC | 20,000 | $994.4M | 0.77% | |
| 38 | TARSTARSUS PHARMACEUTICALS INC | 17,250 | $886.1M | 0.69% | |
| 39 | AM6AMICUS THERAPEUTICS INC | 107,585 | $877.9M | 0.68% | |
| 40 | PHRPHREESIA INC | 34,000 | $869.0M | 0.68% | |
| 41 | CVRXCVRX INC | 68,500 | $837.8M | 0.65% | |
| 42 | ONCBEIGENE LTD | 2,927 | $796.6M | 0.62% | |
| 43 | PCVXVAXCYTE INC | 21,040 | $794.5M | 0.62% | |
| 44 | CYTKCYTOKINETICS INC | 18,068 | $726.2M | 0.57% | |
| 45 | ICLRICON PLC | 4,000 | $700.0M | 0.54% | |
| 46 | VERAVERA THERAPEUTICS INC | 28,348 | $680.9M | 0.53% | |
| 47 | CLOVCLOVER HEALTH INVESTMENTS CO | 183,000 | $657.0M | 0.51% | |
| 48 | ELVELEVANCE HEALTH INC | 1,500 | $652.4M | 0.51% | |
| 49 | QUREUNIQURE NV | 57,550 | $610.0M | 0.47% | |
| 50 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 15,108 | $590.3M | 0.46% | |
| 51 | GPCRSTRUCTURE THERAPEUTICS INC | 33,695 | $583.3M | 0.45% | |
| 52 | BBIOBRIDGEBIO PHARMA INC | 16,085 | $556.1M | 0.43% | |
| 53 | TRVITREVI THERAPEUTICS INC | 81,800 | $514.5M | 0.40% | |
| 54 | ROIVROIVANT SCIENCES LTD | 48,907 | $493.5M | 0.38% | |
| 55 | COGTCOGENT BIOSCIENCES INC | 79,020 | $473.3M | 0.37% | |
| 56 | PTCTPTC THERAPEUTICS INC | 8,350 | $425.5M | 0.33% | |
| 57 | BIIBBIOGEN INC | 2,855 | $390.7M | 0.30% | |
| 58 | INCYINCYTE CORPORATION | 6,145 | $372.1M | 0.29% | |
| 59 | SGOVISHARES TR | 3,589 | $361.3M | 0.28% | |
| 60 | ASNDASCENDIS PHARMA A/S | 2,091 | $325.9M | 0.25% | |
| 61 | NBIXNEUROCRINE BIOSCIENCES INC | 2,905 | $321.3M | 0.25% | |
| 62 | RCKTROCKET PHARMACEUTICALS INC | 44,383 | $296.0M | 0.23% | |
| 63 | ILMNILLUMINA INC | 3,682 | $292.1M | 0.23% | |
| 64 | RPRXROYALTY PHARMA PLC | 9,280 | $288.9M | 0.22% | |
| 65 | ISIIONIS PHARMACEUTICALS INC | 9,440 | $284.8M | 0.22% | |
| 66 | JAZZJAZZ PHARMACEUTICALS PLC | 2,274 | $282.3M | 0.22% | |
| 67 | MDGLMADRIGAL PHARMACEUTICALS INC | 730 | $241.8M | 0.19% | |
| 68 | UTHUNITED THERAPEUTICS CORP | 765 | $235.8M | 0.18% | |
| 69 | RVMDREVOLUTION MEDICINES INC | 6,240 | $220.6M | 0.17% | |
| 70 | RCUSARCUS BIOSCIENCES INC | 26,870 | $210.9M | 0.16% | |
| 71 | NVONOVO-NORDISK A S | 2,850 | $197.9M | 0.15% | |
| 72 | CRNXCRINETICS PHARMACEUTICALS INC | 5,710 | $191.5M | 0.15% | |
| 73 | AVBPARRIVENT BIOPHARMA INC | 10,090 | $186.6M | 0.15% | |
| 74 | VTRSVIATRIS INC | 19,800 | $172.5M | 0.13% | |
| 75 | MEDPMEDPACE HLDGS INC | 531 | $161.8M | 0.13% | |
| 76 | MRNAMODERNA INC | 5,600 | $158.8M | 0.12% | |
| 77 | AXSMAXSOME THERAPEUTICS INC | 1,020 | $119.0M | 0.09% | |
| 78 | ORICORIC PHARMACEUTICALS INC | 20,000 | $111.6M | 0.09% | |
| 79 | TEMTEMPUS AI INC | 2,160 | $104.2M | 0.08% | |
| 80 | IOBTIO BIOTECH INC | 95,000 | $103.5M | 0.08% | |
| 81 | ARVNARVINAS INC | 12,930 | $90.8M | 0.07% | |
| 82 | CRSPCRISPR THERAPEUTICS AG | 2,540 | $86.4M | 0.07% | |
| 83 | RXRXRECURSION PHARMACEUTICALS INC | 11,500 | $60.8M | 0.05% | |
| 84 | ENGNENGENE HOLDINGS INC | 11,700 | $52.4M | 0.04% |