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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 132 项
建仓 16
增持 23
减持 58
清仓 35
方向
标的
Δ市值
现股数(环比)
减持
—
EFFECTOR THERAPEUTICS INC
-$20.8M
2,382,744
-17%
减持
A
AGILENT TECHNOLOGIES INC
-$18.1M
4,100
-97%
减持
BBIO
BRIDGEBIO PHARMA INC
-$17.4M
282,950
-40%
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。
减持
EVH
EVOLENT HEALTH INC
-$16.9M
552,001
-47%
清仓
RMD
RESMED INC
-$15.8M
0
-100%
减持
—
SILK RD MED INC
-$14.5M
209,000
-51%
减持
RCUS
ARCUS BIOSCIENCES INC
-$14.3M
283,210
-62%
减持
—
HORIZON THERAPEUTICS PUB L
-$13.4M
49,075
-71%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$13.1M
243,736
-68%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$13.0M
7,596
-90%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$12.9M
0
-100%
减持
HCAT
HEALTH CATALYST INC
-$12.5M
241,739
-45%
减持
NVAX
NOVAVAX INC
-$12.2M
44,300
-50%
清仓
—
LABORATORY CORP AMER HLDGS
-$11.7M
0
-100%
减持
—
ICON PLC
-$11.6M
2,200
-95%
减持
—
SEAGEN INC
-$10.9M
36,930
-62%
减持
—
SYNEOS HEALTH INC
-$10.7M
164,256
-48%
减持
ARVN
ARVINAS INC
-$10.7M
178,213
-42%
清仓
NKTX
NKARTA INC
-$10.7M
0
-100%
增持
—
MIRATI THERAPEUTICS INC
+$10.7M
75,837
+2873%
清仓
—
CATALENT INC
-$10.4M
0
-100%
建仓
PRVA
PRIVIA HEALTH GROUP INC
+$10.4M
401,629
减持
TMCI
TREACE MED CONCEPTS INC
-$10.2M
231,024
-57%
减持
—
CONVEY HLDG PARENT INC
-$10.2M
524,973
-70%
减持
INSM
INSMED INC
-$10.1M
528,342
-41%
建仓
CERT
CERTARA INC
+$10.0M
350,438
清仓
PODD
INSULET CORP
-$9.9M
0
-100%
减持
—
R1 RCM INC
-$9.5M
607,494
-47%
清仓
—
COOPER COS INC
-$9.5M
0
-100%
清仓
RPID
RAPID MICRO BIOSYSTEMS INC
-$9.4M
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$9.4M
0
-100%
清仓
AVAH
AVEANNA HEALTHCARE HLDGS INC
-$9.4M
0
-100%
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$9.3M
0
-100%
减持
RPTX
REPARE THERAPEUTICS INC
-$9.2M
206,785
-60%
清仓
ACCD
ACCOLADE INC
-$8.9M
0
-100%
清仓
TFX
TELEFLEX INCORPORATED
-$8.8M
0
-100%
减持
—
OLINK HLDG AB
-$8.7M
170,804
-65%
减持
—
AMICUS THERAPEUTICS INC
-$8.7M
1,242,882
-48%
减持
—
INARI MED INC
-$8.6M
163,550
-44%
清仓
TECH
BIO-TECHNE CORP
-$8.5M
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$8.3M
0
-100%
减持
—
AGILITI INC
-$8.2M
449,747
-54%
减持
ATRC
ATRICURE INC
-$8.0M
231,214
-33%
清仓
RGEN
REPLIGEN CORP
-$7.8M
0
-100%
建仓
DH
DEFINITIVE HEALTHCARE CORP
+$7.8M
285,299
减持
GH
GUARDANT HEALTH INC
-$7.7M
4,770
-93%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$7.3M
10,130
-90%
增持
PFE
PFIZER INC
+$7.1M
208,400
+72%
清仓
—
HOLOGIC INC
-$7.1M
0
-100%
减持
ALGN
ALIGN TECHNOLOGY INC
-$7.1M
8,265
-56%
减持
—
TALARIS THERAPEUTICS INC
-$7.1M
260,577
-68%
建仓
—
BLUEPRINT MEDICINES CORP
+$7.0M
65,800
清仓
NPCE
NEUROPACE INC
-$7.0M
0
-100%
清仓
CNC
CENTENE CORP DEL
-$7.0M
0
-100%
清仓
CTKB
CYTEK BIOSCIENCES INC
-$7.0M
0
-100%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$6.9M
104,800
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$6.8M
382,975
-24%
清仓
XRAY
DENTSPLY SIRONA INC
-$6.6M
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$6.5M
0
-100%
减持
—
RALLYBIO CORP
-$6.4M
301,226
-43%
减持
DXCM
DEXCOM INC
-$6.3M
5,075
-69%
减持
—
BELLUS HEALTH INC NEW
-$6.1M
721,966
-63%
建仓
—
EXSCIENTIA PLC
+$6.0M
301,433
清仓
QTRX
QUANTERIX CORP
-$5.8M
0
-100%
增持
THC
TENET HEALTHCARE CORP
+$5.8M
143,000
+61%
增持
TGTX
TG THERAPEUTICS INC
-$5.5M
399,949
+1%
减持
—
ASCENDIS PHARMA A/S
-$5.3M
6,129
-84%
减持
—
STEVANATO GROUP S P A
-$4.9M
19,643
-91%
清仓
—
DECIPHERA PHARMACEUTICALS IN
-$4.8M
0
-100%
减持
TDOC
TELADOC HEALTH INC
-$4.6M
22,750
-57%
清仓
—
MOUNTAIN CREST ACQUSTN CORP
-$4.6M
0
-100%
建仓
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$4.6M
110,000
建仓
BTTX
BETTER THERAPEUTICS INC
+$4.5M
973,833
清仓
PGNY
PROGYNY INC
-$4.5M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$4.3M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.0M
30,300
+5%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$3.8M
729,452
+82%
减持
—
AEROVATE THERAPEUTICS INC
-$3.8M
282,764
-17%
减持
—
ITEOS THERAPEUTICS INC
-$3.7M
80,000
-71%
清仓
—
AXONICS INC
-$3.6M
0
-100%
清仓
—
BEYONDSPRING INC
-$3.4M
0
-100%
增持
—
MEI PHARMA INC
+$3.4M
1,412,067
+995%
清仓
—
ONCORUS INC
-$3.4M
0
-100%
减持
—
ALLOVIR INC
-$3.2M
261,051
-1%
建仓
SGHT
SIGHT SCIENCES INC
+$3.0M
170,000
减持
—
BERKELEY LTS INC
-$2.9M
291,835
-31%
建仓
ELV
ANTHEM INC
+$2.6M
5,625
清仓
CI
CIGNA CORP NEW
-$2.3M
0
-100%
建仓
HUM
HUMANA INC
+$2.3M
4,900
减持
—
ORTHO CLINICAL DIAGNOSTICS H
-$2.0M
870,347
-22%
增持
DNLI
DENALI THERAPEUTICS INC
+$2.0M
189,600
+49%
清仓
CTSO
CYTOSORBENTS CORP
-$2.0M
0
-100%
建仓
—
SONENDO INC
+$2.0M
345,017
建仓
DOCS
DOXIMITY INC
+$1.9M
38,750
建仓
—
BABYLON HOLDINGS LTD
+$1.9M
318,100
增持
MRNA
MODERNA INC
-$1.8M
18,055
+9%
减持
MRK
MERCK & CO INC
-$1.8M
50,250
-33%
清仓
—
CODEX DNA INC
-$1.7M
0
-100%
清仓
—
BOLT BIOTHERAPEUTICS INC
-$1.5M
0
-100%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$1.4M
11,000
增持
—
TURNING POINT THERAPEUTICS I
+$1.4M
219,750
+61%
减持
BIIB
BIOGEN INC
-$1.4M
17,082
-12%
增持
MASS
908 DEVICES INC
+$1.4M
134,872
+110%
减持
LLY
LILLY ELI & CO
-$1.3M
29,465
-28%
增持
PTCT
PTC THERAPEUTICS INC
+$1.1M
262,291
+4%
减持
ONC
BEIGENE LTD
-$883.0K
4,780
-20%
减持
ABT
ABBOTT LABS
+$852.0K
68,548
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$788.0K
17,150
-8%
增持
TNDM
TANDEM DIABETES CARE INC
+$733.0K
15,775
+15%
减持
—
PROCAPS GROUP S A
-$660.0K
219,244
-20%
增持
EXEL
EXELIXIS INC
-$610.0K
409,940
+7%
减持
—
ARENA PHARMACEUTICALS INC
-$558.0K
230,043
-38%
增持
—
SHOCKWAVE MED INC
+$477.0K
35,000
+25%
清仓
ARGX
ARGENX SE
-$474.0K
0
-100%
增持
BNTX
BIONTECH SE
+$462.0K
2,955
+169%
增持
NEO
NEOGENOMICS INC
-$394.0K
147,500
+31%
减持
GILD
GILEAD SCIENCES INC
-$380.0K
22,900
-22%
增持
STAA
STAAR SURGICAL CO
-$373.0K
62,500
+32%
减持
ABBV
ABBVIE INC
-$284.0K
68,800
-23%
建仓
VIR
VIR BIOTECHNOLOGY INC
+$251.0K
6,000
减持
RDY
DR REDDYS LABS LTD
-$224.0K
3,004
-53%
增持
—
MEDTRONIC PLC
-$208.0K
46,701
+16%
减持
INCY
INCYTE CORP
-$135.0K
5,860
-29%
减持
SYK
STRYKER CORPORATION
-$126.0K
8,600
-7%
减持
AMGN
AMGEN INC
-$108.0K
11,953
-9%
减持
REGN
REGENERON PHARMACEUTICALS
-$98.0K
3,410
-8%
增持
—
AFFIMED N V
+$95.0K
67,500
+50%
增持
BSX
BOSTON SCIENTIFIC CORP
+$66.0K
130,226
+3%
增持
ZLAB
ZAI LAB LTD
-$56.0K
9,000
+53%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$56.0K
7,771
-20%
减持
LEGN
LEGEND BIOTECH CORP
-$48.0K
7,000
-5%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$28.0K
71,600
+14%