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Sectoral Asset Management Inc.

CIK 1274413 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Sectoral Asset Management Inc. reported 82 US-listed holdings worth $143.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Contineum Therapeutics Inc. (8.3%), Shoulder Innovations Inc. (6.1%) and Eli Lilly & Co. (5.3%). Against the quarter before, it opened 15 positions, added to 17, trimmed 17 and sold out of 10.

Reported holdings$143.3M+18.7% on Q1 2026
Positions82+5 on Q1 2026
The largest ten39.6%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
CTNM8.3%SI6.1%LLY5.3%UNH3.8%JNJ3.2%ORKA2.8%BNTX2.7%DFTX2.6%DXCM2.4%RCUS2.4%AMGN2.3%SMMT2.2%IRTC2.2%68 more51.5%

The 14 largest of its 82 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $169.3 million in 90 positions$169MQ3 24Q4 2024: $149.8 million in 86 positions$150MQ4 24Q1 2025: $128.5 million in 84 positions$128MQ1 25Q2 2025: $151.5 million in 94 positions$151MQ2 25Q3 2025: $162.0 million in 82 positions$162MQ3 25Q4 2025: $124.8 million in 74 positions$125MQ4 25Q1 2026: $120.7 million in 77 positions$121MQ1 26Q2 2026: $143.3 million in 82 positions$143MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +63.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100125150Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +63.2%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 15Added 17Held 33Trimmed 17Sold out 10
Opened: 15Added: 17Held: 33Trimmed: 17Sold out: 10

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 15

  1. Oruka Therapeutics Inc. ORKA$4.0 million
  2. Definium Therapeutics Inc. DFTX$3.7 million
  3. Irhythm Technologies Inc. IRTC$3.1 million
  4. Avalo Therapeutics Inc. AVTX$2.2 million
  5. Crescent Biopharma Inc. CBIO$2.2 million
  6. Pulse Biosciences Inc. PLSE$1.9 million
  7. Alphatec Hldgs Inc. ATEC$1.6 million
  8. TransMedics Group, Inc. TMDX$1.5 million

and 7 more in the table below

Added to 17

  1. Summit Therapeutics Inc. SMMT+150,565 shares · +216%
  2. Arcus Biosciences, Inc. RCUS+65,800 shares · +146%
  3. Dexcom Inc. DXCM+27,525 shares · +118%
  4. BioNTech SE BNTX+19,705 shares · +89%
  5. Tectonic Therapeutic Inc. TECX+51,950 shares · +273%
  6. Arrivent Biopharma Inc. AVBP+49,030 shares · +163%
  7. Immatics N.V IMTX+158,098 shares · +237%
  8. Roivant Sciences Ltd. ROIV+28,600 shares · +88%

and 9 more in the table below

Trimmed 17

  1. Gilead Sciences, Inc. GILD-6,870 shares · -25%
  2. Vertex Pharmaceuticals Inc. VRTX-1,575 shares · -22%
  3. UnitedHealth Group Inc. UNH-1,722 shares · -12%
  4. Abbott Laboratories ABT-7,498 shares · -29%
  5. argenx SE ARGX-733 shares · -21%
  6. Structure Therapeutics Inc. GPCR-9,777 shares · -69%
  7. Regeneron Pharmaceuticals, Inc. REGN-750 shares · -26%
  8. Mineralys Therapeutics Inc. MLYS-17,053 shares · -54%

and 9 more in the table below

Sold out of 10

  1. Evommune Inc. EVMN$13.5 million last quarter
  2. Rapport Therapeutics Inc. RAPP$835,005 last quarter
  3. Boundless Bio Inc. BOLD$746,431 last quarter
  4. Ascendis Pharma A/s ASND$728,276 last quarter
  5. Uniqure NV QURE$499,411 last quarter
  6. Alignment Healthcare, Inc. ALHC$474,172 last quarter
  7. Radnet Inc. RDNT$447,064 last quarter
  8. Inspire Medical Systems, Inc. INSP$372,666 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Contineum Therapeutics Inc. CTNM727.6K$11.9 million8.32%no change
Shoulder Innovations Inc. SI430.4K$8.7 million6.09%no change
Eli Lilly & Co. LLY6.4K$7.6 million5.32%no change
UnitedHealth Group Inc. UNH13.2K$5.5 million3.84%-1.7K
Johnson & Johnson JNJ18.2K$4.6 million3.23%no change
Oruka Therapeutics Inc. ORKA42.0K$4.0 million2.79%new
BioNTech SE BNTX41.9K$3.9 million2.72%+19.7K
Definium Therapeutics Inc. DFTX78.3K$3.7 million2.57%new
Dexcom Inc. DXCM50.8K$3.4 million2.39%+27.5K
Arcus Biosciences, Inc. RCUS110.9K$3.4 million2.39%+65.8K
Amgen Inc. AMGN9.2K$3.3 million2.33%no change
Summit Therapeutics Inc. SMMT220.2K$3.2 million2.24%+150.6K
Irhythm Technologies Inc. IRTC26.1K$3.1 million2.16%new
AbbVie Inc. ABBV12.2K$3.1 million2.14%no change
Merck & Co., Inc. MRK21.5K$2.8 million1.94%no change
Arrivent Biopharma Inc. AVBP79.0K$2.7 million1.92%+49.0K
Vertex Pharmaceuticals Inc. VRTX5.4K$2.7 million1.88%-1.6K
argenx SE ARGX2.8K$2.6 million1.83%-733
Gilead Sciences, Inc. GILD20.6K$2.6 million1.82%-6.9K
Insmed Inc. INSM23.2K$2.5 million1.73%+3.5K
Tectonic Therapeutic Inc. TECX71.0K$2.4 million1.70%+52.0K
Intuitive Surgical Inc. ISRG5.8K$2.3 million1.62%+600
Immatics N.V IMTX224.9K$2.3 million1.59%+158.1K
Stryker Corp. SYK7.1K$2.2 million1.57%+1.3K
Avalo Therapeutics Inc. AVTX119.9K$2.2 million1.55%new
Crescent Biopharma Inc. CBIO121.3K$2.2 million1.52%new
Roivant Sciences Ltd. ROIV61.1K$2.2 million1.51%+28.6K
IQVIA Holdings Inc. IQV10.8K$2.1 million1.46%+2.5K
Pulse Biosciences Inc. PLSE67.9K$1.9 million1.31%new
Danaher Corp. DHR9.6K$1.8 million1.28%no change
Thermo Fisher Scientific Inc. TMO3.5K$1.8 million1.23%no change
Abbott Laboratories ABT18.1K$1.6 million1.14%-7.5K
Alphatec Hldgs Inc. ATEC185.9K$1.6 million1.12%new
Boston Scientific Corp. BSX36.3K$1.6 million1.08%+1.6K
TransMedics Group, Inc. TMDX21.9K$1.5 million1.02%new
Cytokinetics Inc. CYTK16.3K$1.4 million0.97%+9.0K
Regeneron Pharmaceuticals, Inc. REGN2.2K$1.4 million0.94%-750
CVS Health Corp. CVS13.0K$1.3 million0.94%new
Edwards Lifesciences Corp. EW14.8K$1.3 million0.94%-2.5K
Trevi Therapeutics Inc. TRVI65.6K$1.2 million0.85%-8.8K
Bristol-Myers Squibb Co. BMY21.1K$1.2 million0.85%no change
Vera Therapeutics Inc. VERA25.6K$1.1 million0.77%no change
Cogent Biosciences Inc. COGT26.7K$1.0 million0.72%+4.6K
Medtronic plc MDT11.1K$876,3450.61%no change
Tarsus Pharmaceuticals Inc. TARS13.3K$836,1580.58%+2.0K
Kura Oncology Inc. KURA71.5K$784,1360.55%no change
Centene Corp. CNC12.0K$770,2800.54%new
United Therapeutics Corp. UTHR1.4K$742,3070.52%-340
Hinge Health Inc. HNGE8.7K$725,7520.51%-3.5K
Nektar Therapeutics NKTR10.1K$705,8490.49%-740
Alnylam Pharmaceuticals Inc ALNY2.3K$695,3790.49%no change
Ascendis Pharma A/s ASND2.6K$685,4700.48%new
Pfizer Inc. PFE27.5K$662,2000.46%no change
Ardelyx Inc. ARDX122.4K$624,2090.44%no change
Privia Health Group, Inc. PRVA24.1K$621,0190.43%-3.0K
PTC Therapeutics, Inc. PTCT7.5K$609,3280.43%+820
Ionis Pharmaceuticals Inc. IONS7.2K$570,8880.40%no change
Agomab Therapeutics NV AGMB43.5K$564,6300.39%no change
Biomarin Pharmaceutical Inc. BMRN9.4K$540,7290.38%no change
Beigene, Ltd ONC1.9K$532,8940.37%no change
Humana Inc. HUM1.2K$497,2990.35%new
Jazz Pharmaceuticals plc JAZZ1.8K$421,6980.29%no change
Royalty Pharma PLC RPRX7.2K$403,7040.28%no change
Biogen Inc. BIIB1.9K$399,7110.28%no change
Mineralys Therapeutics Inc. MLYS14.6K$392,9640.27%-17.1K
Illumina, Inc. ILMN2.1K$374,8700.26%no change
Axsome Therapeutics Inc. AXSM1.5K$367,1550.26%no change
Syndax Pharmaceuticals Inc. SNDX15.7K$342,7650.24%-16.0K
Revolution Medicines, Inc. RVMD1.8K$342,7220.24%no change
Abivax SA ABVX2.3K$311,8280.22%no change
Bridgebio Pharma Inc. BBIO4.1K$305,3680.21%-4.0K
Moderna, Inc. MRNA4.3K$304,6310.21%no change
Guardant Health Inc. GH2.0K$297,0590.21%no change
Incyte Corp. INCY2.4K$266,3960.19%no change
Oric Pharmaceuticals Inc. ORIC23.5K$254,5050.18%no change
Ars Pharmaceuticals Inc. SPRY29.9K$239,4990.17%-49.2K
Structure Therapeutics Inc. GPCR4.3K$232,1230.16%-9.8K
Medpace Holdings, Inc. MEDP430$227,7240.16%no change
Tempus Ai Inc. TEM3.9K$224,7680.16%new
Corbus Pharmaceuticals Hldgs CRBP20.0K$187,6000.13%new
Palisade Bio Inc. PALI88.0K$183,9200.13%no change
Engene Therapeut ENGN21.7K$37,5410.03%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 10 it sold out of are in the box above.