Filed: 2/9/2026ACC: 0001104659-26-011921
📋 What this filing means
SECTORAL ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $124.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$124.75M
Total AUM (reported)
4.12M
Total Shares
Allocation by class
COM$78.35M62.8%
CL A$11.95M9.6%
COM SHS$10.08M8.1%
SP ADR$8.64M6.9%
COMMON STOCK$7.04M5.6%
COM NEW$3.69M3.0%
SHS$2.38M1.9%
Portfolio Concentration
Top 3$27.06M21.7%
4–10$30.42M24.4%
11–25$32.60M26.1%
Rest$34.68M27.8%
Top 3 weight
21.7%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 4.12M
Sole
Full voting authority
4.05M
shares
% of voting shares98.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
78.08K
shares
% of voting shares1.9%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeSole · 98.1% of voting shares
Institutional Holdings74
Rows:
EVOMMUNE INC
SOLEShares589K
TypeSH
Market value$10.08M
8.08%
Sole
589K
Shared
0.00
None
0.00
CONTINEUM THERAPEUTICS
SOLEShares800.79K
TypeSH
Market value$9.15M
7.34%
Sole
800.79K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.28K
TypeSH
Market value$7.82M
6.27%
Sole
7.28K
Shared
0.00
None
0.00
SHOULDER INNOVATIONS
SOLEShares492.44K
TypeSH
Market value$7.04M
5.64%
Sole
492.44K
Shared
0.00
None
0.00
UNITEDHEALTH GRP INC
SOLEShares13.60K
TypeSH
Market value$4.49M
3.60%
Sole
13.60K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares13.07K
TypeSH
Market value$4.28M
3.43%
Sole
11.98K
Shared
0.00
None
1.09K
JOHNSON & JOHNSON
SOLEShares20.30K
TypeSH
Market value$4.20M
3.37%
Sole
20.30K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.80K
TypeSH
Market value$3.84M
3.08%
Sole
16.80K
Shared
0.00
None
0.00
VERTEX PHARMA
SOLEShares8.01K
TypeSH
Market value$3.63M
2.91%
Sole
7.09K
Shared
0.00
None
910.00
ABBOTT LABS
SOLEShares23.50K
TypeSH
Market value$2.94M
2.36%
Sole
23.50K
Shared
0.00
None
0.00
REGENERON PHARMCTCLS
SOLEShares3.71K
TypeSH
Market value$2.87M
2.30%
Sole
3.36K
Shared
0.00
None
352.00
INTUITIVE SURGIC INC
SOLEShares4.85K
TypeSH
Market value$2.75M
2.20%
Sole
4.85K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC
SOLEShares27.63K
TypeSH
Market value$2.63M
2.11%
Sole
27.63K
Shared
0.00
None
0.00
ARGENX SE SPN ADR
SOLEShares2.89K
TypeSH
Market value$2.43M
1.95%
Sole
2.69K
Shared
0.00
None
209.00
DANAHER CORP
SOLEShares10.57K
TypeSH
Market value$2.42M
1.94%
Sole
10.57K
Shared
0.00
None
0.00
STRYKER CORP
SOLEShares6.55K
TypeSH
Market value$2.30M
1.85%
Sole
6.55K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC
SOLEShares3.90K
TypeSH
Market value$2.26M
1.81%
Sole
3.90K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares21.40K
TypeSH
Market value$2.25M
1.81%
Sole
21.40K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares17.89K
TypeSH
Market value$2.20M
1.76%
Sole
15.33K
Shared
0.00
None
2.56K
INSMED INC
SOLEShares11.18K
TypeSH
Market value$1.95M
1.56%
Sole
10.10K
Shared
0.00
None
1.08K
DEXCOM INC
SOLEShares28.70K
TypeSH
Market value$1.90M
1.53%
Sole
28.70K
Shared
0.00
None
0.00
VERA THERAPEUTICS
SOLEShares36.86K
TypeSH
Market value$1.87M
1.50%
Sole
35.29K
Shared
0.00
None
1.57K
STRUCTURE THERAPEUTICS
SOLEShares23.87K
TypeSH
Market value$1.66M
1.33%
Sole
23.23K
Shared
0.00
None
645.00
BIONTECH SE
SOLEShares17.22K
TypeSH
Market value$1.64M
1.31%
Sole
16.26K
Shared
0.00
None
958.00
EDWARDS LIFESCIENCE
SOLEShares17.25K
TypeSH
Market value$1.47M
1.18%
Sole
17.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EVOMMUNE INCSOLE | COM SHS | 589K | SH | $10.08M 8.08% | 589K | 0.00 | 0.00 |
CONTINEUM THERAPEUTICSSOLE | CL A | 800.79K | SH | $9.15M 7.34% | 800.79K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.28K | SH | $7.82M 6.27% | 7.28K | 0.00 | 0.00 |
SHOULDER INNOVATIONSSOLE | COMMON STOCK | 492.44K | SH | $7.04M 5.64% | 492.44K | 0.00 | 0.00 |
UNITEDHEALTH GRP INCSOLE | COM | 13.60K | SH | $4.49M 3.60% | 13.60K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 13.07K | SH | $4.28M 3.43% | 11.98K | 0.00 | 1.09K |
JOHNSON & JOHNSONSOLE | COM | 20.30K | SH | $4.20M 3.37% | 20.30K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.80K | SH | $3.84M 3.08% | 16.80K | 0.00 | 0.00 |
VERTEX PHARMASOLE | COM | 8.01K | SH | $3.63M 2.91% | 7.09K | 0.00 | 910.00 |
ABBOTT LABSSOLE | COM | 23.50K | SH | $2.94M 2.36% | 23.50K | 0.00 | 0.00 |
REGENERON PHARMCTCLSSOLE | COM | 3.71K | SH | $2.87M 2.30% | 3.36K | 0.00 | 352.00 |
INTUITIVE SURGIC INCSOLE | COM NEW | 4.85K | SH | $2.75M 2.20% | 4.85K | 0.00 | 0.00 |
BOSTON SCIENTIFICSOLE | COM | 27.63K | SH | $2.63M 2.11% | 27.63K | 0.00 | 0.00 |
ARGENX SE SPN ADRSOLE | SP ADR | 2.89K | SH | $2.43M 1.95% | 2.69K | 0.00 | 209.00 |
DANAHER CORPSOLE | COM | 10.57K | SH | $2.42M 1.94% | 10.57K | 0.00 | 0.00 |
STRYKER CORPSOLE | COM | 6.55K | SH | $2.30M 1.85% | 6.55K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFICSOLE | COM | 3.90K | SH | $2.26M 1.81% | 3.90K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 21.40K | SH | $2.25M 1.81% | 21.40K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 17.89K | SH | $2.20M 1.76% | 15.33K | 0.00 | 2.56K |
INSMED INCSOLE | COM PAR $.01 | 11.18K | SH | $1.95M 1.56% | 10.10K | 0.00 | 1.08K |
DEXCOM INCSOLE | COM | 28.70K | SH | $1.90M 1.53% | 28.70K | 0.00 | 0.00 |
VERA THERAPEUTICSSOLE | CL A | 36.86K | SH | $1.87M 1.50% | 35.29K | 0.00 | 1.57K |
STRUCTURE THERAPEUTICSSOLE | SP ADR | 23.87K | SH | $1.66M 1.33% | 23.23K | 0.00 | 645.00 |
BIONTECH SESOLE | SP ADR | 17.22K | SH | $1.64M 1.31% | 16.26K | 0.00 | 958.00 |
EDWARDS LIFESCIENCESOLE | COM | 17.25K | SH | $1.47M 1.18% | 17.25K | 0.00 | 0.00 |
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