Filed: 5/15/2026ACC: 0001104659-26-062046
📋 What this filing means
SECTORAL ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $120.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$120.73M
Total AUM (reported)
3.94M
Total Shares
Allocation by class
COM$71.14M58.9%
COM SHS$13.54M11.2%
CL A$11.06M9.2%
SP ADR$6.85M5.7%
COMMON STOCK$6.25M5.2%
COM NEW$3.79M3.1%
COM PAR $.01$3.38M2.8%
Portfolio Concentration
Top 3$29.30M24.3%
4–10$28.83M23.9%
11–25$30.87M25.6%
Rest$31.73M26.3%
Top 3 weight
24.3%
Top 10 weight
48.1%
Voting Authority Distribution
Total shares with voting rights: 3.94M
Sole
Full voting authority
3.86M
shares
% of voting shares98.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
80.39K
shares
% of voting shares2.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeSole · 98.0% of voting shares
Institutional Holdings77
Rows:
EVOMMUNE INC
SOLEShares589K
TypeSH
Market value$13.54M
11.22%
Sole
589K
Shared
0.00
None
0.00
CONTINEUM THERAPEUTICS
SOLEShares727.59K
TypeSH
Market value$9.50M
7.87%
Sole
727.59K
Shared
0.00
None
0.00
SHOULDER INNOVATIONS
SOLEShares430.41K
TypeSH
Market value$6.25M
5.18%
Sole
430.41K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.35K
TypeSH
Market value$5.84M
4.84%
Sole
6.35K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares18.22K
TypeSH
Market value$4.45M
3.69%
Sole
18.22K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares27.49K
TypeSH
Market value$4.13M
3.42%
Sole
25.34K
Shared
0.00
None
2.15K
UNITEDHEALTH GRP INC
SOLEShares14.96K
TypeSH
Market value$4.05M
3.35%
Sole
14.96K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares9.21K
TypeSH
Market value$3.51M
2.91%
Sole
8.43K
Shared
0.00
None
780.00
VERTEX PHARMA
SOLEShares7.01K
TypeSH
Market value$3.46M
2.86%
Sole
6.27K
Shared
0.00
None
735.00
INSMED INC
SOLEShares19.67K
TypeSH
Market value$3.38M
2.80%
Sole
18.66K
Shared
0.00
None
1.01K
ARGENX SE
SOLEShares3.56K
TypeSH
Market value$2.74M
2.27%
Sole
3.38K
Shared
0.00
None
184.00
ABBVIE INC
SOLEShares12.20K
TypeSH
Market value$2.65M
2.20%
Sole
12.20K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares25.58K
TypeSH
Market value$2.63M
2.18%
Sole
25.58K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares21.48K
TypeSH
Market value$2.58M
2.14%
Sole
21.48K
Shared
0.00
None
0.00
REGENERON PHARMCTCLS
SOLEShares2.92K
TypeSH
Market value$2.48M
2.06%
Sole
2.63K
Shared
0.00
None
293.00
INTUITIVE SURGIC INC
SOLEShares5.25K
TypeSH
Market value$2.42M
2.00%
Sole
5.25K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC
SOLEShares34.78K
TypeSH
Market value$2.18M
1.81%
Sole
34.78K
Shared
0.00
None
0.00
BIONTECH SE
SOLEShares22.16K
TypeSH
Market value$2.05M
1.69%
Sole
21.32K
Shared
0.00
None
848.00
STRYKER CORP
SOLEShares5.87K
TypeSH
Market value$1.93M
1.60%
Sole
5.87K
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares9.60K
TypeSH
Market value$1.82M
1.51%
Sole
9.60K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC
SOLEShares3.51K
TypeSH
Market value$1.72M
1.43%
Sole
3.51K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares23.23K
TypeSH
Market value$1.46M
1.21%
Sole
23.23K
Shared
0.00
None
0.00
IQVIA HOLDINGS INC
SOLEShares8.31K
TypeSH
Market value$1.42M
1.17%
Sole
8.31K
Shared
0.00
None
0.00
SUMMIT THERAPEUTICS
SOLEShares69.61K
TypeSH
Market value$1.40M
1.16%
Sole
65.41K
Shared
0.00
None
4.21K
EDWARDS LIFESCIENCES
SOLEShares17.34K
TypeSH
Market value$1.39M
1.15%
Sole
17.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EVOMMUNE INCSOLE | COM SHS | 589K | SH | $13.54M 11.22% | 589K | 0.00 | 0.00 |
CONTINEUM THERAPEUTICSSOLE | CL A | 727.59K | SH | $9.50M 7.87% | 727.59K | 0.00 | 0.00 |
SHOULDER INNOVATIONSSOLE | COMMON STOCK | 430.41K | SH | $6.25M 5.18% | 430.41K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.35K | SH | $5.84M 4.84% | 6.35K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 18.22K | SH | $4.45M 3.69% | 18.22K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 27.49K | SH | $4.13M 3.42% | 25.34K | 0.00 | 2.15K |
UNITEDHEALTH GRP INCSOLE | COM | 14.96K | SH | $4.05M 3.35% | 14.96K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 9.21K | SH | $3.51M 2.91% | 8.43K | 0.00 | 780.00 |
VERTEX PHARMASOLE | COM | 7.01K | SH | $3.46M 2.86% | 6.27K | 0.00 | 735.00 |
INSMED INCSOLE | COM PAR $.01 | 19.67K | SH | $3.38M 2.80% | 18.66K | 0.00 | 1.01K |
ARGENX SESOLE | SP ADR | 3.56K | SH | $2.74M 2.27% | 3.38K | 0.00 | 184.00 |
ABBVIE INCSOLE | COM | 12.20K | SH | $2.65M 2.20% | 12.20K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 25.58K | SH | $2.63M 2.18% | 25.58K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 21.48K | SH | $2.58M 2.14% | 21.48K | 0.00 | 0.00 |
REGENERON PHARMCTCLSSOLE | COM | 2.92K | SH | $2.48M 2.06% | 2.63K | 0.00 | 293.00 |
INTUITIVE SURGIC INCSOLE | COM NEW | 5.25K | SH | $2.42M 2.00% | 5.25K | 0.00 | 0.00 |
BOSTON SCIENTIFICSOLE | COM | 34.78K | SH | $2.18M 1.81% | 34.78K | 0.00 | 0.00 |
BIONTECH SESOLE | SP ADR | 22.16K | SH | $2.05M 1.69% | 21.32K | 0.00 | 848.00 |
STRYKER CORPSOLE | COM | 5.87K | SH | $1.93M 1.60% | 5.87K | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 9.60K | SH | $1.82M 1.51% | 9.60K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFICSOLE | COM | 3.51K | SH | $1.72M 1.43% | 3.51K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 23.23K | SH | $1.46M 1.21% | 23.23K | 0.00 | 0.00 |
IQVIA HOLDINGS INCSOLE | COM | 8.31K | SH | $1.42M 1.17% | 8.31K | 0.00 | 0.00 |
SUMMIT THERAPEUTICSSOLE | COM | 69.61K | SH | $1.40M 1.16% | 65.41K | 0.00 | 4.21K |
EDWARDS LIFESCIENCESSOLE | COM | 17.34K | SH | $1.39M 1.15% | 17.34K | 0.00 | 0.00 |
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