Filed: 8/14/2026ACC: 0001104659-26-096554
📋 What this filing means
SECTORAL ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $143.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$143.30M
Total AUM (reported)
3.72M
Total Shares
Allocation by class
COM$90.52M63.2%
CL A$13.97M9.8%
COMMON STOCK$8.73M6.1%
COM NEW$8.44M5.9%
SP ADR$7.29M5.1%
SHS$5.32M3.7%
COM SHS$3.68M2.6%
Portfolio Concentration
Top 3$28.27M19.7%
4–10$28.54M19.9%
11–25$40.15M28.0%
Rest$46.34M32.3%
Top 3 weight
19.7%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 3.72M
Sole
Full voting authority
2.67M
shares
% of voting shares71.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.05M
shares
% of voting shares28.3%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeSole · 71.7% of voting shares
Institutional Holdings82
Rows:
CONTINEUM THERAPEUTICS
SOLEShares727.59K
TypeSH
Market value$11.93M
8.32%
Sole
727.59K
Shared
0.00
None
0.00
SHOULDER INNOVATIONS
SOLEShares430.41K
TypeSH
Market value$8.73M
6.09%
Sole
430.41K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.35K
TypeSH
Market value$7.62M
5.32%
Sole
6.35K
Shared
0.00
None
0.00
UNITEDHEALTH GRP INC
SOLEShares13.23K
TypeSH
Market value$5.50M
3.84%
Sole
13.23K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares18.22K
TypeSH
Market value$4.63M
3.23%
Sole
18.22K
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares41.99K
TypeSH
Market value$4.00M
2.79%
Sole
15.99K
Shared
0.00
None
26K
BIONTECH SE
SOLEShares41.87K
TypeSH
Market value$3.90M
2.72%
Sole
17.66K
Shared
0.00
None
24.20K
DEFINIUM THERAPEUTICS INC
SOLEShares78.31K
TypeSH
Market value$3.68M
2.57%
Sole
31.31K
Shared
0.00
None
47K
DEXCOM INC
SOLEShares50.76K
TypeSH
Market value$3.42M
2.39%
Sole
21.91K
Shared
0.00
None
28.85K
ARCUS BIOSCIENCES
SOLEShares110.87K
TypeSH
Market value$3.42M
2.39%
Sole
39.87K
Shared
0.00
None
71K
AMGEN INC
SOLEShares9.21K
TypeSH
Market value$3.34M
2.33%
Sole
9.21K
Shared
0.00
None
0.00
SUMMIT THERAPEUTICS
SOLEShares220.18K
TypeSH
Market value$3.21M
2.24%
Sole
91.81K
Shared
0.00
None
128.38K
IRHYTHM HOLDINGS INC
SOLEShares26.07K
TypeSH
Market value$3.10M
2.16%
Sole
6.66K
Shared
0.00
None
19.41K
ABBVIE INC
SOLEShares12.20K
TypeSH
Market value$3.07M
2.14%
Sole
12.20K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares21.48K
TypeSH
Market value$2.77M
1.94%
Sole
21.48K
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA
SOLEShares79.04K
TypeSH
Market value$2.75M
1.92%
Sole
28.01K
Shared
0.00
None
51.03K
VERTEX PHARMA
SOLEShares5.43K
TypeSH
Market value$2.70M
1.88%
Sole
5.43K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares2.83K
TypeSH
Market value$2.63M
1.83%
Sole
2.83K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares20.62K
TypeSH
Market value$2.61M
1.82%
Sole
20.62K
Shared
0.00
None
0.00
INSMED INC
SOLEShares23.22K
TypeSH
Market value$2.48M
1.73%
Sole
23.22K
Shared
0.00
None
0.00
TECTONIC THERAPEUTIC
SOLEShares71.01K
TypeSH
Market value$2.44M
1.70%
Sole
24.06K
Shared
0.00
None
46.95K
INTUITIVE SURGIC INC
SOLEShares5.85K
TypeSH
Market value$2.33M
1.62%
Sole
5.85K
Shared
0.00
None
0.00
IMMATICS NV
SOLEShares224.93K
TypeSH
Market value$2.28M
1.59%
Sole
66.83K
Shared
0.00
None
158.10K
STRYKER CORP
SOLEShares7.13K
TypeSH
Market value$2.25M
1.57%
Sole
7.13K
Shared
0.00
None
0.00
AVALO THERAPEUTICS INC
SOLEShares119.92K
TypeSH
Market value$2.22M
1.55%
Sole
31.33K
Shared
0.00
None
88.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONTINEUM THERAPEUTICSSOLE | CL A | 727.59K | SH | $11.93M 8.32% | 727.59K | 0.00 | 0.00 |
SHOULDER INNOVATIONSSOLE | COMMON STOCK | 430.41K | SH | $8.73M 6.09% | 430.41K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.35K | SH | $7.62M 5.32% | 6.35K | 0.00 | 0.00 |
UNITEDHEALTH GRP INCSOLE | COM | 13.23K | SH | $5.50M 3.84% | 13.23K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 18.22K | SH | $4.63M 3.23% | 18.22K | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 41.99K | SH | $4.00M 2.79% | 15.99K | 0.00 | 26K |
BIONTECH SESOLE | SP ADR | 41.87K | SH | $3.90M 2.72% | 17.66K | 0.00 | 24.20K |
DEFINIUM THERAPEUTICS INCSOLE | COM SHS | 78.31K | SH | $3.68M 2.57% | 31.31K | 0.00 | 47K |
DEXCOM INCSOLE | COM | 50.76K | SH | $3.42M 2.39% | 21.91K | 0.00 | 28.85K |
ARCUS BIOSCIENCESSOLE | COM | 110.87K | SH | $3.42M 2.39% | 39.87K | 0.00 | 71K |
AMGEN INCSOLE | COM | 9.21K | SH | $3.34M 2.33% | 9.21K | 0.00 | 0.00 |
SUMMIT THERAPEUTICSSOLE | COM | 220.18K | SH | $3.21M 2.24% | 91.81K | 0.00 | 128.38K |
IRHYTHM HOLDINGS INCSOLE | COM | 26.07K | SH | $3.10M 2.16% | 6.66K | 0.00 | 19.41K |
ABBVIE INCSOLE | COM | 12.20K | SH | $3.07M 2.14% | 12.20K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 21.48K | SH | $2.77M 1.94% | 21.48K | 0.00 | 0.00 |
ARRIVENT BIOPHARMASOLE | COM | 79.04K | SH | $2.75M 1.92% | 28.01K | 0.00 | 51.03K |
VERTEX PHARMASOLE | COM | 5.43K | SH | $2.70M 1.88% | 5.43K | 0.00 | 0.00 |
ARGENX SESOLE | SP ADR | 2.83K | SH | $2.63M 1.83% | 2.83K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 20.62K | SH | $2.61M 1.82% | 20.62K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 23.22K | SH | $2.48M 1.73% | 23.22K | 0.00 | 0.00 |
TECTONIC THERAPEUTICSOLE | COM | 71.01K | SH | $2.44M 1.70% | 24.06K | 0.00 | 46.95K |
INTUITIVE SURGIC INCSOLE | COM NEW | 5.85K | SH | $2.33M 1.62% | 5.85K | 0.00 | 0.00 |
IMMATICS NVSOLE | SHS | 224.93K | SH | $2.28M 1.59% | 66.83K | 0.00 | 158.10K |
STRYKER CORPSOLE | COM | 7.13K | SH | $2.25M 1.57% | 7.13K | 0.00 | 0.00 |
AVALO THERAPEUTICS INCSOLE | COM NEW | 119.92K | SH | $2.22M 1.55% | 31.33K | 0.00 | 88.59K |
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