Filed: 5/15/2025ACC: 0001104659-25-049125
📋 What this filing means
SECTORAL ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $128.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$128.48M
Total AUM (reported)
4.68M
Total Shares
Allocation by class
COM$101.15M78.7%
SP ADR$7.71M6.0%
CL A$6.44M5.0%
COM NEW$4.54M3.5%
SHS$3.95M3.1%
ADR$1.28M1.0%
COM PAR $.01$1.16M0.9%
Portfolio Concentration
Top 3$39.66M30.9%
4–10$27.61M21.5%
11–25$28.95M22.5%
Rest$32.26M25.1%
Top 3 weight
30.9%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 4.68M
Sole
Full voting authority
4.52M
shares
% of voting shares96.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
166.79K
shares
% of voting shares3.6%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeSole · 96.4% of voting shares
Institutional Holdings84
Rows:
LENZ THERAPEUTICS INC
SOLEShares977.25K
TypeSH
Market value$25.12M
19.56%
Sole
977.25K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares9.42K
TypeSH
Market value$7.78M
6.05%
Sole
9.42K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares12.89K
TypeSH
Market value$6.75M
5.26%
Sole
12.89K
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares370.51K
TypeSH
Market value$5.88M
4.58%
Sole
367.88K
Shared
0.00
None
2.63K
CONTINEUM THERAPEUTICS INC
SOLEShares800.79K
TypeSH
Market value$5.59M
4.35%
Sole
800.79K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares21.80K
TypeSH
Market value$3.62M
2.81%
Sole
21.80K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares32.02K
TypeSH
Market value$3.59M
2.79%
Sole
26.28K
Shared
0.00
None
5.74K
AMGEN INC
SOLEShares10.38K
TypeSH
Market value$3.24M
2.52%
Sole
8.65K
Shared
0.00
None
1.74K
ABBVIE INC
SOLEShares14.80K
TypeSH
Market value$3.10M
2.41%
Sole
14.80K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares5.25K
TypeSH
Market value$2.60M
2.02%
Sole
5.25K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares18.70K
TypeSH
Market value$2.48M
1.93%
Sole
18.70K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares24.23K
TypeSH
Market value$2.44M
1.90%
Sole
24.23K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares26.90K
TypeSH
Market value$2.41M
1.88%
Sole
26.90K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares4.72K
TypeSH
Market value$2.29M
1.78%
Sole
3.67K
Shared
0.00
None
1.05K
STRYKER CORP
SOLEShares6.10K
TypeSH
Market value$2.27M
1.77%
Sole
6.10K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares10.57K
TypeSH
Market value$2.17M
1.69%
Sole
10.57K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares23.85K
TypeSH
Market value$2.14M
1.67%
Sole
23.85K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares3.10K
TypeSH
Market value$1.84M
1.43%
Sole
2.70K
Shared
0.00
None
407.00
REGENERON PHARMACEUTICALS
SOLEShares2.77K
TypeSH
Market value$1.76M
1.37%
Sole
2.16K
Shared
0.00
None
610.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares23.53K
TypeSH
Market value$1.66M
1.29%
Sole
20.80K
Shared
0.00
None
2.73K
THERMO FISHER SCIENTIFIC INC
SOLEShares3.25K
TypeSH
Market value$1.62M
1.26%
Sole
3.25K
Shared
0.00
None
0.00
BIONTECH SE
SOLEShares17.18K
TypeSH
Market value$1.56M
1.22%
Sole
15.90K
Shared
0.00
None
1.27K
PFIZER INC
SOLEShares59.65K
TypeSH
Market value$1.51M
1.18%
Sole
59.65K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares5.21K
TypeSH
Market value$1.41M
1.09%
Sole
4.05K
Shared
0.00
None
1.16K
ASTRAZENECA PLC
SOLEShares18.79K
TypeSH
Market value$1.38M
1.07%
Sole
14.65K
Shared
0.00
None
4.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LENZ THERAPEUTICS INCSOLE | COM | 977.25K | SH | $25.12M 19.56% | 977.25K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 9.42K | SH | $7.78M 6.05% | 9.42K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 12.89K | SH | $6.75M 5.26% | 12.89K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 370.51K | SH | $5.88M 4.58% | 367.88K | 0.00 | 2.63K |
CONTINEUM THERAPEUTICS INCSOLE | CL A | 800.79K | SH | $5.59M 4.35% | 800.79K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 21.80K | SH | $3.62M 2.81% | 21.80K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 32.02K | SH | $3.59M 2.79% | 26.28K | 0.00 | 5.74K |
AMGEN INCSOLE | COM | 10.38K | SH | $3.24M 2.52% | 8.65K | 0.00 | 1.74K |
ABBVIE INCSOLE | COM | 14.80K | SH | $3.10M 2.41% | 14.80K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.25K | SH | $2.60M 2.02% | 5.25K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 18.70K | SH | $2.48M 1.93% | 18.70K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 24.23K | SH | $2.44M 1.90% | 24.23K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 26.90K | SH | $2.41M 1.88% | 26.90K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 4.72K | SH | $2.29M 1.78% | 3.67K | 0.00 | 1.05K |
STRYKER CORPSOLE | COM | 6.10K | SH | $2.27M 1.77% | 6.10K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 10.57K | SH | $2.17M 1.69% | 10.57K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 23.85K | SH | $2.14M 1.67% | 23.85K | 0.00 | 0.00 |
ARGENX SESOLE | SP ADR | 3.10K | SH | $1.84M 1.43% | 2.70K | 0.00 | 407.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 2.77K | SH | $1.76M 1.37% | 2.16K | 0.00 | 610.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 23.53K | SH | $1.66M 1.29% | 20.80K | 0.00 | 2.73K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 3.25K | SH | $1.62M 1.26% | 3.25K | 0.00 | 0.00 |
BIONTECH SESOLE | SP ADR | 17.18K | SH | $1.56M 1.22% | 15.90K | 0.00 | 1.27K |
PFIZER INCSOLE | COM | 59.65K | SH | $1.51M 1.18% | 59.65K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 5.21K | SH | $1.41M 1.09% | 4.05K | 0.00 | 1.16K |
ASTRAZENECA PLCSOLE | SP ADR | 18.79K | SH | $1.38M 1.07% | 14.65K | 0.00 | 4.14K |
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