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Sectoral Asset Management Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sectoral Asset Management Inc

报告期 2026-03-31 · CIK 0001274413

持仓数

77

前50大市值合计

$110.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

EVMN EVOMMUNE INC

COM SHS

$13.5M

589,005

12.3%

CTNM CONTINEUM THERAPEUTICS

CL A

$9.5M

727,587

8.6%

SI SHOULDER INNOVATIONS

COMMON STOCK

$6.3M

430,407

5.7%

LLY ELI LILLY & CO

COM

$5.8M

6,354

5.3%

JNJ JOHNSON & JOHNSON

COM

$4.5M

18,218

4.0%

GILD GILEAD SCIENCES INC

COM

$4.1M

27,490

3.7%

UNH UNITEDHEALTH GRP INC

COM

$4.0M

14,957

3.7%

AMGN AMGEN INC

COM

$3.5M

9,210

3.2%

VRTX VERTEX PHARMA

COM

$3.5M

7,007

3.1%

INSM INSMED INC

COM PAR $.01

$3.4M

19,668

3.1%

ARGX ARGENX SE

SP ADR

$2.7M

3,564

2.5%

ABBV ABBVIE INC

COM

$2.7M

12,200

2.4%

ABT ABBOTT LABS

COM

$2.6M

25,578

2.4%

MRK MERCK & CO INC

COM

$2.6M

21,480

2.3%

REGN REGENERON PHARMCTCLS

COM

$2.5M

2,919

2.3%

ISRG INTUITIVE SURGIC INC

COM NEW

$2.4M

5,250

2.2%

BSX BOSTON SCIENTIFIC

COM

$2.2M

34,780

2.0%

BNTX BIONTECH SE

SP ADR

$2.0M

22,164

1.9%

SYK STRYKER CORP

COM

$1.9M

5,874

1.8%

DHR DANAHER CORP

COM

$1.8M

9,597

1.7%

TMO THERMO FISHER SCIENTIFIC

COM

$1.7M

3,508

1.6%

DXCM DEXCOM INC

COM

$1.5M

23,231

1.3%

IQV IQVIA HOLDINGS INC

COM

$1.4M

8,307

1.3%

SMMT SUMMIT THERAPEUTICS

COM

$1.4M

69,615

1.3%

EW EDWARDS LIFESCIENCES

COM

$1.4M

17,338

1.3%

BMY BRISTOL MYERS SQUIBB

COM

$1.3M

21,150

1.2%

UTHR UNITED THERAPEUTICS

COM

$1.1M

1,710

1.0%

VERA VERA THERAPEUTICS

CL A

$1.1M

25,573

1.0%

RCUS ARCUS BIOSCIENCES

COM

$1.0M

45,070

0.9%

— ROIVANT SCIENCES LTD

SHS

$1.0M

32,500

0.9%

— MEDTRONIC PLC

SHS

$961.8K

11,100

0.9%

TRVI TREVI THERAPEUTICS

COM

$939.5K

74,446

0.9%

COGT COGENT BIOSCIENCES

COM

$902.4K

22,140

0.8%

MLYS MINERALYS THERAPEUTICS

COM

$895.1K

31,618

0.8%

ALNY ALNYLAM PHARMACUETCL

COM

$864.2K

2,310

0.8%

TARS TARSUS PHARMACEUTICALS

COM

$852.5K

11,272

0.8%

RAPP RAPPORT THERAPEUTICS

COM

$835.0K

25,421

0.8%

NKTR NEKTAR THERAPEUTICS

COM NEW

$820.7K

10,851

0.7%

SNDX SYNDAX PHARMACEUTICS

COM

$787.5K

31,680

0.7%

ARDX ARDELYX INC

COM

$781.1K

122,394

0.7%

PFE PFIZER INC

COM

$772.2K

27,500

0.7%

BOLD BOUNDLESS BIO

COM

$746.4K

678,574

0.7%

— ASCENDIS PHARMA A S

SP ADR

$728.3K

2,800

0.7%

AVBP ARRIVENT BIOPHARMA

COM

$720.4K

30,013

0.7%

GPCR STRUCTURE THERAPEUTICS

SP ADR

$710.8K

14,102

0.6%

— IMMATICS NV

SHS

$692.7K

66,830

0.6%

BBIO BRIDGEBIO PHARMA

COM

$687.3K

8,100

0.6%

SPRY ARS PHARMACEUTICALS

COM

$676.7K

79,150

0.6%

ONC BEONE MEDICINES LTD

SP ADR

$631.1K

1,870

0.6%

TECX TECTONIC THERAPEUTIC

COM

$628.2K

19,059

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

EVMN12.3%CTNM8.6%SI5.7%LLY5.3%JNJ4.0%GILD3.7%