SECTORAL ASSET MANAGEMENT INC 13F Holdings

CIK 0001274413 · Montreal, A8

As of Sep 30, 2025, SECTORAL ASSET MANAGEMENT INC reported 82 positions worth 62.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CONTINEUM THERAPEUTICS INCCTNMHealthcare800,787$9.4M5.81%
ELI LILLY & COLLYHealthcare9,376$7.2M4.42%
STRUCTURE THERAPEUTICS INCGPCRHealthcare221,872$6.2M3.83%
ANAPTYSBIO INCANABHealthcare194,485$6.0M3.68%
SHOULDER INNOVATIONS INCSIHealthcare430,282$5.4M3.33%
ARCUS BIOSCIENCES INCRCUSHealthcare368,070$5.0M3.09%
IMMATICS NVIMTXHealthcare560,494$4.8M2.95%
UNITEDHEALTH GROUP INCUNHHealthcare13,545$4.7M2.89%
BICARA THERAPEUTICS INCBCAXHealthcare266,495$4.2M2.60%
ORIC PHARMACEUTICALS INCORICHealthcare328,655$3.9M2.43%
SOLID BIOSCIENCES INCSLDBHealthcare633,052$3.9M2.41%
KURA ONCOLOGY INCKURAHealthcare395,872$3.5M2.16%
VENTYX BIOSCIENCES INCVTYXHealthcare1,107,267$3.4M2.13%
ABBVIE INCABBVEquity14,800$3.4M2.12%
MBX BIOSCIENCES INCMBXHealthcare194,898$3.4M2.11%
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETFXBI—34,000$3.4M2.10%
ZENAS BIOPHARMA INCZBIOHealthcare152,025$3.4M2.08%
PALVELLA THERAPEUTICS INC NEPVLAHealthcare49,115$3.1M1.90%
TECTONIC THERAPEUTIC INCTECXHealthcare192,770$3.0M1.87%
VERTEX PHARMACEUTICALS INCVRTXHealthcare7,715$3.0M1.86%
AMGEN INCAMGNHealthcare10,340$2.9M1.80%
INSTIL BIO INCTIL—161,380$2.9M1.78%
ARGENX SEARGXHealthcare3,890$2.9M1.77%
JOHNSON & JOHNSONJNJHealthcare15,300$2.8M1.75%
INTUITIVE SURGICAL INCISRGHealthcare5,750$2.6M1.59%