SECTOR GAMMA AS 13F Holdings

CIK 0001475373 · OSLO, Q8

As of Sep 30, 2025, SECTOR GAMMA AS reported 41 positions worth $403.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PFIZER INCPFEHealthcare1,252,086$31.9M7.91%
MEDTRONIC PLCMDTHealthcare303,441$28.9M7.17%
MERCK & CO INCMRKHealthcare322,500$27.1M6.71%
BRISTOL MYERS SQUIBB COBMYHealthcare581,267$26.2M6.50%
BECTON DICKINSON & COBDXHealthcare108,829$20.4M5.05%
IONIS PHARMACEUTICALS INCIONSHealthcare270,963 7.7M4.40%
INCYTE CORPINCYHealthcare205,114 7.4M4.31%
AMGEN INCAMGNHealthcare61,456 7.3M4.30%
GILEAD SCIENCES INCGILDHealthcare147,239 6.3M4.05%
CVS HEALTH CORPCVSHealthcare156,202 1.8M2.92%
ZIMMER BIOMET HOLDINGS INCZBHHealthcare113,478 1.2M2.77%
BIOGEN INCBIIBHealthcare75,475 0.6M2.62%
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare175,852$9.5M2.36%
CARDINAL HEALTH INCCAHHealthcare59,536$9.3M2.32%
THERMO FISHER SCIENTIFIC INCTMOHealthcare18,444$8.9M2.22%
BAXTER INTERNATIONAL INCBAXHealthcare381,551$8.7M2.15%
GE HEALTHCARE TECHNOLOGIES INCGEHCHealthcare111,390$8.4M2.07%
BRUKER CORPBRKRHealthcare250,909$8.2M2.02%
CENTENE CORPCNCHealthcare213,210$7.6M1.89%
LABCORP HOLDINGS INCLHHealthcare25,970$7.5M1.85%
PTC THERAPEUTICS INCPTCTHealthcare118,112$7.2M1.80%
VIATRIS INCVTRSHealthcare668,851$6.6M1.64%
BIO-RAD LABORATORIES INCBIOHealthcare22,827$6.4M1.59%
HUMANA INCHUMHealthcare23,942$6.2M1.54%
ELANCO ANIMAL HEALTH INCELANHealthcare307,271$6.2M1.53%