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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
$110.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 119 项
建仓 20
增持 35
减持 44
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
—
EFFECTOR THERAPEUTICS INC
+$40.5M
2,882,744
建仓
—
INARI MED INC
+$23.5M
289,650
建仓
—
SILK RD MED INC
+$23.4M
424,500
减持
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
TFX
TELEFLEX INCORPORATED
-$23.1M
23,261
-71%
建仓
HCAT
HEALTH CATALYST INC
+$22.1M
441,000
减持
—
AXONICS INC
-$19.8M
55,000
-85%
清仓
—
OAK STR HEALTH INC
-$18.8M
0
-100%
清仓
—
BRIGHT HEALTH GROUP INC
-$15.7M
0
-100%
减持
ALHC
ALIGNMENT HEALTHCARE INC
-$13.4M
401,145
-53%
减持
RGEN
REPLIGEN CORP
-$13.1M
27,000
-74%
清仓
AVIR
ATEA PHARMACEUTICALS INC
-$11.6M
0
-100%
减持
AVAH
AVEANNA HEALTHCARE HLDGS INC
-$11.1M
1,172,609
-29%
减持
—
CODEX DNA INC
-$9.6M
153,698
-70%
清仓
—
ESSA PHARMA INC
-$9.5M
0
-100%
建仓
RPID
RAPID MICRO BIOSYSTEMS INC
+$9.4M
510,835
减持
—
OLINK HLDG AB
-$9.3M
488,642
-20%
清仓
—
NOVOCURE LTD
-$9.3M
0
-100%
建仓
—
RALLYBIO CORP
+$9.3M
527,136
建仓
TECH
BIO-TECHNE CORP
+$8.5M
17,600
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$8.4M
62,900
建仓
—
BERKELEY LTS INC
+$8.2M
421,535
清仓
—
HARPOON THERAPEUTICS INC
-$8.1M
0
-100%
增持
—
BELLUS HEALTH INC NEW
+$8.0M
1,938,904
+55%
清仓
—
VOR BIOPHARMA INC
-$7.6M
0
-100%
减持
—
TURNING POINT THERAPEUTICS I
-$7.4M
136,650
-35%
增持
RCUS
ARCUS BIOSCIENCES INC
+$7.3M
739,010
+10%
增持
—
ITEOS THERAPEUTICS INC
+$7.2M
273,700
+3455%
增持
TMCI
TREACE MED CONCEPTS INC
+$7.0M
541,022
+125%
建仓
CTKB
CYTEK BIOSCIENCES INC
+$7.0M
328,080
减持
—
ORTHO CLINICAL DIAGNOSTICS H
-$6.9M
1,118,170
-13%
增持
—
ICON PLC
+$6.3M
46,850
+63%
增持
—
ALLOVIR INC
+$5.9M
263,375
+654%
增持
—
SEAGEN INC
+$5.9M
98,106
+44%
减持
ATRC
ATRICURE INC
-$5.8M
346,017
-8%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$5.7M
506,085
+8%
增持
—
ASCENDIS PHARMA A/S
+$5.7M
38,650
+989%
建仓
NEO
NEOGENOMICS INC
+$5.4M
112,500
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.4M
18,650
+79%
建仓
—
STEVANATO GROUP S P A
+$5.4M
212,713
减持
—
CONVEY HLDG PARENT INC
-$5.3M
1,739,870
-1%
清仓
—
FREELINE THERAPEUTICS HLDGS
-$5.2M
0
-100%
建仓
—
DECIPHERA PHARMACEUTICALS IN
+$4.8M
141,500
减持
PTCT
PTC THERAPEUTICS INC
-$4.7M
252,291
-24%
建仓
—
MOUNTAIN CREST ACQUSTN CORP
+$4.6M
466,200
减持
—
MEDTRONIC PLC
-$4.5M
40,201
-48%
清仓
—
VIRACTA THERAPEUTICS INC
-$4.5M
0
-100%
建仓
PGNY
PROGYNY INC
+$4.5M
80,100
减持
OLMA
OLEMA PHARMACEUTICALS INC
-$4.4M
338,381
-31%
减持
—
AEROVATE THERAPEUTICS INC
-$4.3M
341,367
-32%
清仓
—
FINCH THERAPEUTICS GROUP INC
-$4.2M
0
-100%
减持
CNC
CENTENE CORP DEL
-$4.2M
113,075
-27%
减持
NPCE
NEUROPACE INC
-$4.2M
444,572
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$4.1M
73,074
-42%
清仓
TKNO
ALPHA TEKNOVA INC
-$3.8M
0
-100%
减持
ACCD
ACCOLADE INC
-$3.6M
210,000
-9%
增持
ARVN
ARVINAS INC
+$3.6M
308,392
+9%
建仓
—
BEYONDSPRING INC
+$3.4M
217,250
增持
MRNA
MODERNA INC
+$3.4M
16,605
+31%
减持
CI
CIGNA CORP NEW
-$3.4M
11,547
-52%
增持
—
SYNEOS HEALTH INC
+$3.3M
315,606
+16%
减持
ALGN
ALIGN TECHNOLOGY INC
-$3.0M
18,775
-26%
减持
TGTX
TG THERAPEUTICS INC
-$3.0M
394,949
-5%
清仓
GLUE
MONTE ROSA THERAPEUTICS INC
-$2.9M
0
-100%
增持
—
AMICUS THERAPEUTICS INC
+$2.9M
2,410,604
+15%
减持
A
AGILENT TECHNOLOGIES INC
-$2.8M
119,100
-19%
建仓
—
PROCAPS GROUP S A
+$2.8M
274,275
减持
—
BOLT BIOTHERAPEUTICS INC
-$2.5M
115,925
-55%
减持
PFE
PFIZER INC
-$2.4M
120,900
-37%
减持
NKTX
NKARTA INC
-$2.3M
384,364
-6%
增持
BBIO
BRIDGEBIO PHARMA INC
+$2.3M
472,950
+45%
减持
DXCM
DEXCOM INC
-$2.2M
16,438
-37%
清仓
—
UNION ACQUISITION CORP II
-$2.2M
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$2.1M
106,112
+46%
增持
—
LABORATORY CORP AMER HLDGS
+$2.1M
41,512
+20%
减持
ABT
ABBOTT LABS
-$2.1M
74,448
-21%
建仓
MASS
908 DEVICES INC
+$2.1M
64,250
减持
QTRX
QUANTERIX CORP
-$2.1M
116,186
-13%
清仓
CYRX
CRYOPORT INC
-$2.0M
0
-100%
增持
TDOC
TELADOC HEALTH INC
-$1.7M
53,138
+5%
减持
INSM
INSMED INC
-$1.5M
888,700
-3%
减持
—
CATALENT INC
+$1.5M
78,250
-5%
减持
TNDM
TANDEM DIABETES CARE INC
-$1.5M
13,750
-57%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.3M
88,200
-0%
增持
DNLI
DENALI THERAPEUTICS INC
+$1.3M
127,500
+96%
增持
FATE
FATE THERAPEUTICS INC
-$1.3M
193,160
+31%
增持
—
ONCORUS INC
-$1.2M
361,821
+8%
减持
SYK
STRYKER CORPORATION
-$1.1M
9,200
-33%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$1.1M
75,846
-3%
减持
EVH
EVOLENT HEALTH INC
+$1.0M
1,036,638
-30%
减持
INSP
INSPIRE MED SYS INC
-$969.0K
51,650
-23%
增持
LLY
LILLY ELI & CO
+$911.0K
40,715
+10%
增持
EXAS
EXACT SCIENCES CORP
-$810.0K
67,700
+16%
减持
GH
GUARDANT HEALTH INC
-$791.0K
65,386
-9%
清仓
IQV
IQVIA HLDGS INC
-$727.0K
0
-100%
增持
RPTX
REPARE THERAPEUTICS INC
+$702.0K
516,485
+25%
减持
—
HOLOGIC INC
+$646.0K
95,800
-1%
增持
—
TALARIS THERAPEUTICS INC
+$595.0K
814,163
+15%
增持
BSX
BOSTON SCIENTIFIC CORP
+$507.0K
125,976
+9%
增持
—
AGILITI INC
+$491.0K
977,269
+18%
减持
EXEL
EXELIXIS INC
+$481.0K
383,370
-8%
增持
STAA
STAAR SURGICAL CO
-$479.0K
47,300
+10%
清仓
—
GENERATION BIO CO
-$444.0K
0
-100%
清仓
—
INSTIL BIO INC
-$326.0K
0
-100%
建仓
—
FUSION PHARMACEUTICALS INC
+$303.0K
38,198
建仓
BNTX
BIONTECH SE
+$300.0K
1,100
清仓
—
RAIN THERAPEUTICS INC
-$282.0K
0
-100%
增持
XRAY
DENTSPLY SIRONA INC
-$272.0K
113,000
+5%
增持
—
R1 RCM INC
-$250.0K
1,136,089
+0%
增持
NVAX
NOVAVAX INC
-$235.0K
89,450
+1%
增持
THC
TENET HEALTHCARE CORP
+$219.0K
89,000
+5%
清仓
COGT
COGENT BIOSCIENCES INC
-$219.0K
0
-100%
清仓
—
GENETRON HLDGS LTD
-$218.0K
0
-100%
减持
RMD
RESMED INC
-$209.0K
60,105
-8%
减持
REGN
REGENERON PHARMACEUTICALS
-$106.0K
3,720
-12%
减持
ARGX
ARGENX SE
-$89.0K
1,570
-16%
增持
JNJ
JOHNSON & JOHNSON
+$88.0K
74,500
+3%
减持
—
COOPER COS INC
-$85.0K
22,880
-5%
增持
—
ARENA PHARMACEUTICALS INC
-$63.0K
368,399
+14%
增持
—
MIRATI THERAPEUTICS INC
+$58.0K
2,551
+5%
