Filed: 2/14/2025ACC: 0001104659-25-013709
📋 What this filing means
SECTORAL ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $149.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$149.82M
Total AUM (reported)
5.68M
Total Shares
Allocation by class
COM$118.48M79.1%
CL A$11.97M8.0%
SPN ADS$4.46M3.0%
SHS$3.79M2.5%
SPN ADR$3.66M2.4%
COM NEW$2.74M1.8%
ADR$1.36M0.9%
Portfolio Concentration
Top 3$49.63M33.1%
4–10$29.66M19.8%
11–25$32.47M21.7%
Rest$38.07M25.4%
Top 3 weight
33.1%
Top 10 weight
52.9%
Voting Authority Distribution
Total shares with voting rights: 5.68M
Sole
Full voting authority
5.65M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.50K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings86
Rows:
LENZ THERAPEUTICS
SOLEShares977.25K
TypeSH
Market value$28.21M
18.83%
Sole
977.25K
Shared
0.00
None
0.00
CONTINEUM THERAPEUTI
SOLEShares800.79K
TypeSH
Market value$11.73M
7.83%
Sole
800.79K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares12.55K
TypeSH
Market value$9.69M
6.46%
Sole
12.55K
Shared
0.00
None
0.00
UNITEDHEALTH GRP INC
SOLEShares14.63K
TypeSH
Market value$7.40M
4.94%
Sole
14.63K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares51.31K
TypeSH
Market value$4.74M
3.16%
Sole
51.31K
Shared
0.00
None
0.00
MINERALYS THERAPEUTI
SOLEShares380.88K
TypeSH
Market value$4.69M
3.13%
Sole
380.88K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares18.80K
TypeSH
Market value$3.34M
2.23%
Sole
18.80K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares22.90K
TypeSH
Market value$3.31M
2.21%
Sole
22.90K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares12.55K
TypeSH
Market value$3.27M
2.18%
Sole
12.55K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC
SOLEShares32.53K
TypeSH
Market value$2.91M
1.94%
Sole
32.53K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares24.40K
TypeSH
Market value$2.76M
1.84%
Sole
24.40K
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares44K
TypeSH
Market value$2.49M
1.66%
Sole
44K
Shared
0.00
None
0.00
THERMO FISHER SCI
SOLEShares4.75K
TypeSH
Market value$2.47M
1.65%
Sole
4.75K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares24.50K
TypeSH
Market value$2.44M
1.63%
Sole
24.50K
Shared
0.00
None
0.00
REGENERON PHARMCTCLS
SOLEShares3.40K
TypeSH
Market value$2.42M
1.62%
Sole
3.40K
Shared
0.00
None
0.00
STRYKER CORP
SOLEShares6.40K
TypeSH
Market value$2.31M
1.54%
Sole
6.40K
Shared
0.00
None
0.00
BIONTECH SE
SOLEShares18.95K
TypeSH
Market value$2.16M
1.44%
Sole
18.95K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares26.35K
TypeSH
Market value$2.12M
1.41%
Sole
26.35K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares3.43K
TypeSH
Market value$2.11M
1.41%
Sole
3.43K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares77.65K
TypeSH
Market value$2.06M
1.37%
Sole
77.65K
Shared
0.00
None
0.00
BOUNDLESS BIO INC
SOLEShares678.57K
TypeSH
Market value$1.97M
1.31%
Sole
678.57K
Shared
0.00
None
0.00
ALNYLAM PHARMACUETCL
SOLEShares8.30K
TypeSH
Market value$1.95M
1.30%
Sole
8.30K
Shared
0.00
None
0.00
BIOMARIN PHARMAC INC
SOLEShares29.40K
TypeSH
Market value$1.93M
1.29%
Sole
29.40K
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares7.28K
TypeSH
Market value$1.67M
1.12%
Sole
7.28K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENC
SOLEShares11.80K
TypeSH
Market value$1.61M
1.08%
Sole
11.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LENZ THERAPEUTICSSOLE | COM | 977.25K | SH | $28.21M 18.83% | 977.25K | 0.00 | 0.00 |
CONTINEUM THERAPEUTISOLE | CL A | 800.79K | SH | $11.73M 7.83% | 800.79K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 12.55K | SH | $9.69M 6.46% | 12.55K | 0.00 | 0.00 |
UNITEDHEALTH GRP INCSOLE | COM | 14.63K | SH | $7.40M 4.94% | 14.63K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 51.31K | SH | $4.74M 3.16% | 51.31K | 0.00 | 0.00 |
MINERALYS THERAPEUTISOLE | COM | 380.88K | SH | $4.69M 3.13% | 380.88K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 18.80K | SH | $3.34M 2.23% | 18.80K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 22.90K | SH | $3.31M 2.21% | 22.90K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 12.55K | SH | $3.27M 2.18% | 12.55K | 0.00 | 0.00 |
BOSTON SCIENTIFICSOLE | COM | 32.53K | SH | $2.91M 1.94% | 32.53K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 24.40K | SH | $2.76M 1.84% | 24.40K | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 44K | SH | $2.49M 1.66% | 44K | 0.00 | 0.00 |
THERMO FISHER SCISOLE | COM | 4.75K | SH | $2.47M 1.65% | 4.75K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 24.50K | SH | $2.44M 1.63% | 24.50K | 0.00 | 0.00 |
REGENERON PHARMCTCLSSOLE | COM | 3.40K | SH | $2.42M 1.62% | 3.40K | 0.00 | 0.00 |
STRYKER CORPSOLE | COM | 6.40K | SH | $2.31M 1.54% | 6.40K | 0.00 | 0.00 |
BIONTECH SESOLE | SPN ADS | 18.95K | SH | $2.16M 1.44% | 18.95K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 26.35K | SH | $2.12M 1.41% | 26.35K | 0.00 | 0.00 |
ARGENX SESOLE | SPN ADR | 3.43K | SH | $2.11M 1.41% | 3.43K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 77.65K | SH | $2.06M 1.37% | 77.65K | 0.00 | 0.00 |
BOUNDLESS BIO INCSOLE | COM | 678.57K | SH | $1.97M 1.31% | 678.57K | 0.00 | 0.00 |
ALNYLAM PHARMACUETCLSOLE | COM | 8.30K | SH | $1.95M 1.30% | 8.30K | 0.00 | 0.00 |
BIOMARIN PHARMAC INCSOLE | COM | 29.40K | SH | $1.93M 1.29% | 29.40K | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 7.28K | SH | $1.67M 1.12% | 7.28K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCSOLE | COM | 11.80K | SH | $1.61M 1.08% | 11.80K | 0.00 | 0.00 |
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