Filed: 8/14/2025ACC: 0001104659-25-078356
📋 What this filing means
SECTORAL ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $151.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$151.46M
Total AUM (reported)
8.45M
Total Shares
Allocation by class
COM$121.98M80.5%
SP ADR$9.50M6.3%
COM NEW$7.09M4.7%
CL A$5.73M3.8%
SHS$3.70M2.4%
COM PAR $.01$1.50M1.0%
CLASS A ORD$713.1K0.5%
Portfolio Concentration
Top 3$40.86M27.0%
4–10$23.14M15.3%
11–25$31.90M21.1%
Rest$55.56M36.7%
Top 3 weight
27.0%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 8.45M
Sole
Full voting authority
4.35M
shares
% of voting shares51.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.10M
shares
% of voting shares48.5%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeSole · 51.5% of voting shares
Institutional Holdings94
Rows:
LENZ THERAPEUTICS
SOLEShares977.25K
TypeSH
Market value$28.64M
18.91%
Sole
977.25K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares8.98K
TypeSH
Market value$7.00M
4.62%
Sole
8.98K
Shared
0.00
None
0.00
UNITEDHEALTH GRP INC
SOLEShares16.75K
TypeSH
Market value$5.22M
3.45%
Sole
16.75K
Shared
0.00
None
0.00
MINERALYS THERAPEUTI
SOLEShares382.42K
TypeSH
Market value$5.17M
3.42%
Sole
378.38K
Shared
0.00
None
4.03K
CONTINEUM THERAPEUTI
SOLEShares800.79K
TypeSH
Market value$3.18M
2.10%
Sole
800.79K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares11.27K
TypeSH
Market value$3.15M
2.08%
Sole
9.45K
Shared
0.00
None
1.82K
VERTEX PHARMA
SOLEShares6.95K
TypeSH
Market value$3.09M
2.04%
Sole
5.78K
Shared
0.00
None
1.17K
JOHNSON & JOHNSON
SOLEShares19.30K
TypeSH
Market value$2.95M
1.95%
Sole
19.30K
Shared
0.00
None
0.00
INTUITIVE SURGIC INC
SOLEShares5.25K
TypeSH
Market value$2.85M
1.88%
Sole
5.25K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares14.80K
TypeSH
Market value$2.75M
1.81%
Sole
14.80K
Shared
0.00
None
0.00
ORIC PHARMACEUTICA
SOLEShares231.49K
TypeSH
Market value$2.35M
1.55%
Sole
16K
Shared
0.00
None
215.49K
BOSTON SCIENTIFIC
SOLEShares21.13K
TypeSH
Market value$2.27M
1.50%
Sole
21.13K
Shared
0.00
None
0.00
ARGENX SE SPN
SOLEShares4.08K
TypeSH
Market value$2.25M
1.49%
Sole
3.68K
Shared
0.00
None
409.00
MBX BIOSCIENCES INC
SOLEShares191.82K
TypeSH
Market value$2.19M
1.45%
Sole
0.00
Shared
0.00
None
191.82K
GILEAD SCIENCES INC
SOLEShares19.69K
TypeSH
Market value$2.18M
1.44%
Sole
15.33K
Shared
0.00
None
4.36K
PALVELLA THERAPEUTIC
SOLEShares95.61K
TypeSH
Market value$2.16M
1.42%
Sole
0.00
Shared
0.00
None
95.61K
REPLIMUNE GROUP INC
SOLEShares231.65K
TypeSH
Market value$2.15M
1.42%
Sole
23K
Shared
0.00
None
208.65K
ARCUS BIOSCIENCES
SOLEShares257.27K
TypeSH
Market value$2.09M
1.38%
Sole
21K
Shared
0.00
None
236.27K
DANAHER CORP
SOLEShares10.57K
TypeSH
Market value$2.09M
1.38%
Sole
10.57K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares15.20K
TypeSH
Market value$2.07M
1.36%
Sole
15.20K
Shared
0.00
None
0.00
SOLID BIOSCIENCES
SOLEShares421.58K
TypeSH
Market value$2.05M
1.36%
Sole
0.00
Shared
0.00
None
421.58K
RAPPORT THERAPEUTICS
SOLEShares179.86K
TypeSH
Market value$2.05M
1.35%
Sole
0.00
Shared
0.00
None
179.86K
ZENAS BIOPHARMA INC
SOLEShares210.63K
TypeSH
Market value$2.04M
1.35%
Sole
0.00
Shared
0.00
None
210.63K
VENTYX BIOSCIENCES
SOLEShares931.62K
TypeSH
Market value$1.99M
1.32%
Sole
0.00
Shared
0.00
None
931.62K
TECTONIC THERAPEUTIC
SOLEShares98.97K
TypeSH
Market value$1.97M
1.30%
Sole
0.00
Shared
0.00
None
98.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LENZ THERAPEUTICSSOLE | COM | 977.25K | SH | $28.64M 18.91% | 977.25K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 8.98K | SH | $7.00M 4.62% | 8.98K | 0.00 | 0.00 |
UNITEDHEALTH GRP INCSOLE | COM | 16.75K | SH | $5.22M 3.45% | 16.75K | 0.00 | 0.00 |
MINERALYS THERAPEUTISOLE | COM | 382.42K | SH | $5.17M 3.42% | 378.38K | 0.00 | 4.03K |
CONTINEUM THERAPEUTISOLE | CL A | 800.79K | SH | $3.18M 2.10% | 800.79K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 11.27K | SH | $3.15M 2.08% | 9.45K | 0.00 | 1.82K |
VERTEX PHARMASOLE | COM | 6.95K | SH | $3.09M 2.04% | 5.78K | 0.00 | 1.17K |
JOHNSON & JOHNSONSOLE | COM | 19.30K | SH | $2.95M 1.95% | 19.30K | 0.00 | 0.00 |
INTUITIVE SURGIC INCSOLE | COM NEW | 5.25K | SH | $2.85M 1.88% | 5.25K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 14.80K | SH | $2.75M 1.81% | 14.80K | 0.00 | 0.00 |
ORIC PHARMACEUTICASOLE | COM | 231.49K | SH | $2.35M 1.55% | 16K | 0.00 | 215.49K |
BOSTON SCIENTIFICSOLE | COM | 21.13K | SH | $2.27M 1.50% | 21.13K | 0.00 | 0.00 |
ARGENX SE SPNSOLE | SP ADR | 4.08K | SH | $2.25M 1.49% | 3.68K | 0.00 | 409.00 |
MBX BIOSCIENCES INCSOLE | COM | 191.82K | SH | $2.19M 1.45% | 0.00 | 0.00 | 191.82K |
GILEAD SCIENCES INCSOLE | COM | 19.69K | SH | $2.18M 1.44% | 15.33K | 0.00 | 4.36K |
PALVELLA THERAPEUTICSOLE | COM | 95.61K | SH | $2.16M 1.42% | 0.00 | 0.00 | 95.61K |
REPLIMUNE GROUP INCSOLE | COM | 231.65K | SH | $2.15M 1.42% | 23K | 0.00 | 208.65K |
ARCUS BIOSCIENCESSOLE | COM | 257.27K | SH | $2.09M 1.38% | 21K | 0.00 | 236.27K |
DANAHER CORPSOLE | COM | 10.57K | SH | $2.09M 1.38% | 10.57K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 15.20K | SH | $2.07M 1.36% | 15.20K | 0.00 | 0.00 |
SOLID BIOSCIENCESSOLE | COM NEW | 421.58K | SH | $2.05M 1.36% | 0.00 | 0.00 | 421.58K |
RAPPORT THERAPEUTICSSOLE | COM | 179.86K | SH | $2.05M 1.35% | 0.00 | 0.00 | 179.86K |
ZENAS BIOPHARMA INCSOLE | COM | 210.63K | SH | $2.04M 1.35% | 0.00 | 0.00 | 210.63K |
VENTYX BIOSCIENCESSOLE | COM | 931.62K | SH | $1.99M 1.32% | 0.00 | 0.00 | 931.62K |
TECTONIC THERAPEUTICSOLE | COM | 98.97K | SH | $1.97M 1.30% | 0.00 | 0.00 | 98.97K |
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