小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 105 项
建仓 15
增持 30
减持 43
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
—
ARENA PHARMACEUTICALS INC
-$21.4M
0
-100%
建仓
HQY
HEALTHEQUITY INC
+$16.2M
240,000
建仓
—
BIOHAVEN PHARMACEUTICAL HOLDING CO
+$12.6M
105,850
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。
清仓
ALHC
ALIGNMENT HEALTHCARE INC
-$10.3M
0
-100%
减持
—
AMICUS THERAPEUTICS INC
-$8.4M
623,782
-50%
清仓
DH
DEFINITIVE HEALTHCARE CORP
-$7.8M
0
-100%
清仓
TGTX
TG THERAPEUTICS INC
-$7.6M
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$7.2M
105,130
+938%
增持
TNDM
TANDEM DIABETES CARE INC
+$6.9M
79,588
+405%
清仓
NVTA
INVITAE CORP
-$6.3M
0
-100%
减持
—
MIRATI THERAPEUTICS INC
-$6.2M
59,837
-21%
减持
—
ORTHO CLINICAL DIAGNOSTICS H
-$6.2M
665,347
-24%
清仓
—
BERKELEY LTS INC
-$5.3M
0
-100%
建仓
—
OUTSET MED INC
+$5.1M
111,250
清仓
NEO
NEOGENOMICS INC
-$5.0M
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$5.0M
126,000
清仓
BBIO
BRIDGEBIO PHARMA INC
-$4.7M
0
-100%
清仓
NTRA
NATERA INC
-$4.7M
0
-100%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$4.5M
28,800
减持
CERT
CERTARA INC
-$4.5M
255,584
-27%
减持
ALGN
ALIGN TECHNOLOGY INC
-$4.4M
2,415
-71%
建仓
—
IMMUNOGEN INC
+$4.2M
878,844
增持
—
ITEOS THERAPEUTICS INC
+$3.8M
234,150
+193%
清仓
—
MEI PHARMA INC
-$3.8M
0
-100%
建仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$3.7M
222,000
减持
RCKT
ROCKET PHARMACEUTICALS
-$3.5M
303,975
-21%
建仓
—
APELLIS PHARMACEUTICALS, INC
+$3.5M
69,500
减持
ARVN
ARVINAS INC
-$3.5M
166,131
-7%
清仓
—
ALLOVIR INC
-$3.4M
0
-100%
建仓
CNC
CENTENE CORP DEL
+$3.3M
39,000
增持
NTLA
INTELLIA THERAPEUTICS INC
-$3.2M
72,200
+1%
清仓
—
OLINK HLDG AB
-$3.1M
0
-100%
建仓
—
AXONICS
+$3.1M
49,500
增持
HCAT
HEALTH CATALYST INC
-$3.0M
251,739
+4%
增持
—
TURNING POINT THERAPEUTICS INC
-$2.9M
280,850
+28%
减持
BTTX
BETTER THERAPEUTICS INC
-$2.8M
878,531
-10%
增持
HUM
HUMANA INC
+$2.7M
11,525
+135%
减持
PFE
PFIZER INC
-$2.7M
184,900
-11%
建仓
MOH
MOLINA HEALTHCARE INC
+$2.7M
8,150
增持
NVAX
NOVAVAX INC
-$2.6M
50,500
+14%
减持
EVH
EVOLENT HEALTH INC
-$2.6M
392,142
-29%
减持
ABT
ABBOTT LABS
-$2.6M
59,498
-13%
增持
—
SYNEOS HEALTH INC
-$2.6M
176,306
+7%
建仓
CYTK
CYTOKINETICS INC
+$2.6M
70,000
减持
—
EXSCIENTIA PLC
-$2.6M
235,683
-22%
建仓
CI
CIGNA CORP
+$2.6M
10,650
建仓
—
JASPER THERAPEUTICS INC
+$2.4M
675,000
减持
—
MEDTRONIC PLC
-$2.3M
22,551
-52%
清仓
TDOC
TELADOC HEALTH INC
-$2.1M
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$2.0M
28,000
清仓
DOCS
DOXIMITY INC
-$1.9M
0
-100%
清仓
—
BABYLON HOLDINGS LTD
-$1.9M
0
-100%
增持
—
BLUEPRINT MEDICINES CORP
-$1.8M
81,900
+24%
增持
DNLI
DENALI THERAPEUTICS INC
-$1.8M
207,100
+9%
减持
ATRC
ATRICURE INC
-$1.7M
218,164
-6%
减持
—
TALARIS THERAPEUTICS INC
-$1.7M
228,624
-12%
减持
MRNA
MODERNA INC
-$1.6M
17,205
-5%
减持
MRVI
MARAVAI LIFESCIENCES HLDGS I
-$1.6M
85,000
-23%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
16,725
-2%
减持
—
SONENDO INC
-$1.6M
108,869
-68%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
32,700
+8%
增持
ARWR
ARROWHEAD PHARMACEUTICALS INC
-$1.4M
119,700
+14%
减持
—
R1 RCM INC
-$1.3M
528,494
-13%
减持
—
CONVEY HEALTH SOLUTIONS HLDG
-$1.3M
467,793
-11%
减持
—
PROCAPS GROUP SA
-$1.2M
109,245
-50%
减持
DHR
DANAHER CORPORATION
-$1.1M
15,075
-10%
减持
BSX
BOSTON SCIENTIFIC CORP
-$982.0K
102,726
-21%
增持
RPTX
REPARE THERAPEUTICS
-$975.0K
237,785
+15%
增持
MRK
MERCK & CO INC
+$887.0K
57,750
+15%
增持
DXCM
DEXCOM INC
+$856.0K
7,000
+38%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$834.0K
219,136
-10%
减持
ILMN
ILLUMINA INC
-$822.0K
1,960
-51%
增持
ELV
ANTHEM INC
+$782.0K
6,900
+23%
增持
RCUS
ARCUS BIOSCIENCES INC
-$780.0K
338,480
+20%
减持
EXEL
EXELIXIS INC
+$754.0K
363,840
-11%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$726.0K
361,550
-10%
减持
—
AEROVATE THERAPEUTICS INC
+$679.0K
218,913
-23%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$623.0K
4,070
-46%
增持
PTCT
PTC THERAPEUTICS INC
-$583.0K
264,391
+1%
增持
BIIB
BIOGEN INC
-$475.0K
17,202
+1%
减持
ABBV
ABBVIE INC
+$459.0K
60,300
-12%
减持
SYK
STRYKER CORPORATION
-$442.0K
6,950
-19%
增持
EW
EDWARDS LIFESCIENCES CORP
+$441.0K
15,850
+44%
减持
ONC
BEIGENE LTD
-$431.0K
4,580
-4%
增持
—
BELLUS HEALTH INC NEW
-$372.0K
790,637
+10%
减持
—
INARI MED INC
-$329.0K
161,060
-2%
减持
TMCI
TREACE MED CONCEPTS INC
-$316.0K
211,024
-9%
减持
BNTX
BIONTECH SE
-$315.0K
2,620
-11%
增持
—
AGILITI INC
-$295.0K
479,647
+7%
清仓
VIR
VIR BIOTECHNOLOGY INC
-$251.0K
0
-100%
增持
—
SEAGEN INC
+$216.0K
41,130
+11%
清仓
—
ALIGOS THERAPEUTICS INC
-$201.0K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$193.0K
7,281
-6%
增持
—
RALLYBIO CORP
-$186.0K
385,069
+28%
增持
GILD
GILEAD SCIENCES INC
-$177.0K
25,000
+9%
减持
—
CHECKMATE PHARMACEUTICALS INC
+$173.0K
541,765
-0%
减持
A
AGILENT TECHNOLOGIES INC
-$152.0K
3,800
-7%
减持
JNJ
JOHNSON & JOHNSON
+$148.0K
72,750
-2%
增持
LEGN
LEGEND BIOTECH CORP
+$110.0K
12,000
+71%
增持
RDY
DR REDDYS LABS LTD
+$83.0K
5,004
+67%
增持
—
HORIZON THERAPEUTICS PUB L
-$83.0K
49,475
+1%
增持
ZLAB
ZAI LAB LTD
-$38.0K
12,000
+33%
减持
REGN
REGENERON PHARMCTCLS
-$30.0K
3,040
-11%
减持
LLY
LILLY ELI & CO
+$13.0K
28,465
-3%
减持
AMGN
AMGEN INC
+$7.0K
11,150
-7%
