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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 122 项
建仓 23
增持 38
减持 44
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
—
R1 RCM INC
-$14.1M
0
-100%
建仓
—
R1 RCM INC
+$12.7M
603,994
清仓
—
ORTHO CLINICAL DIAGNOSTICS H
-$12.4M
0
-100%
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。
增持
—
ICON PLC
+$7.3M
35,940
+1534%
减持
THC
TENET HEALTHCARE
-$7.0M
101,500
-29%
减持
TMO
THERMO FISHER SCI
-$6.7M
5,840
-65%
清仓
HCAT
HEALTH CATALYST INC
-$6.6M
0
-100%
减持
—
EFFECTOR THERAPEUTCS
-$6.2M
2,382,644
-0%
建仓
LNTH
LANTHEUS HLDGS INC
+$5.9M
88,687
建仓
—
ALKERMES PLC
+$5.7M
189,650
建仓
TVTX
TRAVERE THERAPEUTICS
+$5.6M
232,000
建仓
—
INTRA CELLULAR THERA
+$5.2M
90,800
清仓
—
OUTSET MED INC
-$5.1M
0
-100%
增持
ATRC
ATRICURE INC
-$5.0M
228,532
+5%
建仓
—
PROMETHEUS BIOSCIENC
+$4.9M
172,505
减持
—
ITEOS THERAPEUTICS
-$4.5M
147,900
-37%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$3.7M
0
-100%
增持
BMRN
BIOMARIN PHARMAC INC
+$3.6M
141,730
+35%
增持
—
AXONICS INC
+$3.6M
118,650
+140%
减持
ABBV
ABBVIE INC
-$3.6M
40,300
-33%
清仓
DXCM
DEXCOM INC
-$3.6M
0
-100%
增持
IRTC
IRHYTHM TECHNOLOGIES
+$3.6M
75,000
+160%
建仓
IQV
IQVIA HOLDINGS INC
+$3.5M
16,000
增持
—
APELLIS PHARMACEUTIC
+$3.4M
153,250
+121%
清仓
RPTX
REPARE THERAPEUTICS
-$3.4M
0
-100%
减持
—
BIOHAVEN PHARMACTL
-$3.3M
63,150
-40%
减持
—
SYNEOS HEALTH INC
-$3.3M
152,706
-13%
建仓
—
KARUNA THERAPEUTICS
+$3.0M
24,020
增持
TNDM
TANDEM DIABETES CARE
-$3.0M
105,763
+33%
减持
FATE
FATE THERAPEUTICS
-$3.0M
183,000
-5%
减持
PFE
PFIZER INC
-$2.8M
129,400
-30%
减持
RCUS
ARCUS BIOSCIENCES
-$2.8M
311,782
-8%
减持
INSM
INSMED INC
-$2.3M
515,542
-2%
减持
DHR
DANAHER CORP
-$2.2M
8,625
-43%
减持
LLY
LILLY ELI & CO
-$2.2M
18,415
-35%
增持
—
INARI MED INC
-$2.1M
183,760
+14%
清仓
SGHT
SIGHT SCIENCES INC
-$2.0M
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$1.9M
0
-100%
清仓
SYK
STRYKER CORPORATION
-$1.9M
0
-100%
增持
UNH
UNITEDHEALTH GRP INC
+$1.8M
35,925
+10%
减持
CERT
CERTARA INC
-$1.8M
173,129
-32%
建仓
ALT
ALTIMMUNE INC
+$1.8M
150,000
清仓
BTTX
BETTER THERAPEUTICS INC
-$1.7M
0
-100%
清仓
—
CHECKMATE PHARMACEUTICALS INC
-$1.7M
0
-100%
增持
HUM
HUMANA INC
+$1.6M
14,225
+23%
减持
NTLA
INTELLIA THERAPEUT
-$1.6M
71,380
-1%
增持
HQY
HEALTHEQUITY INC
-$1.4M
240,600
+0%
增持
TMCI
TREACE MED CONCEPT
+$1.4M
376,678
+79%
减持
ARWR
ARROWHEAD PHARMACEUT
-$1.4M
116,800
-2%
减持
—
SHOCKWAVE MEDICAL
-$1.3M
31,000
-11%
增持
AMGN
AMGEN INC
+$1.3M
16,290
+46%
减持
EVH
EVOLENT HEALTH INC
-$1.2M
372,142
-5%
增持
—
HORIZON THERAPEUTICS
-$1.2M
49,825
+1%
减持
—
EXSCIENTIA PLC
-$1.2M
201,388
-15%
减持
NVAX
NOVAVAX INC
-$1.2M
49,200
-3%
减持
—
CONVEY HEALTH SOL HL
+$1.1M
400,000
-14%
减持
RCKT
ROCKET PHARMACEUTICA
-$1.1M
270,790
-11%
增持
ALNY
ALNYLAM PHARMACUETCL
+$1.1M
12,030
+196%
建仓
—
ASTRAZENECA
+$1.1M
16,410
清仓
ALGN
ALIGN TECHNOLOGY INC
-$1.1M
0
-100%
减持
—
AGILITI INC
-$1.0M
443,247
-8%
增持
—
JASPER THERAPEUTICS
-$1.0M
715,360
+6%
减持
PRVA
PRIVIA HEALTH GROUP
-$1.0M
297,200
-18%
减持
—
AEROVATE THERAPEUT
-$949.0K
196,038
-10%
清仓
—
PROCAPS GROUP SA
-$929.0K
0
-100%
减持
ABT
ABBOTT LABS
-$876.0K
56,748
-5%
减持
BIIB
BIOGEN INC
-$869.0K
13,502
-22%
减持
JNJ
JOHNSON & JOHNSON
-$849.0K
67,850
-7%
减持
—
BELLUS HEALTH INC
-$807.0K
501,413
-37%
增持
CNC
CENTENE CORP DEL
+$783.0K
48,050
+23%
减持
—
TURNING POINT THERAP
-$768.0K
90,000
-68%
增持
BMY
BRISTOL MYERS SQUIBB
+$766.0K
36,500
+30%
增持
GILD
GILEAD SCIENCES INC
+$764.0K
36,400
+46%
减持
ELV
ELEVANCE HEALTH INC
-$735.0K
5,500
-20%
增持
CYTK
CYTOKINETICS INC
+$723.0K
84,000
+20%
减持
DNLI
DENALI THERAPEUTICS
-$714.0K
202,100
-2%
增持
HALO
HALOZYME THERAPEUTIC
+$713.0K
130,400
+3%
建仓
SNY
SANOFI
+$590.0K
11,784
建仓
—
ROYALTY PHARMA PLC
+$582.0K
13,840
减持
—
ASCENDIS PHARMA A S
-$543.0K
1,890
-69%
减持
CI
CIGNA CORP
-$497.0K
7,800
-27%
建仓
ARGX
ARGENX SE
+$481.0K
1,270
增持
MRVI
MARAVAI LIFESCIENCES
-$462.0K
89,250
+5%
建仓
UTHR
UNITED THERAPEUTICS
+$451.0K
1,915
清仓
—
SONENDO INC
-$437.0K
0
-100%
建仓
MREO
MEREO BIOPHARMA GR
+$431.0K
385,000
清仓
—
STEVANATO GROUP SPA
-$395.0K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICL
+$388.0K
8,118
+11%
减持
ARQT
ARCUTIS BIOTHERAPE
-$385.0K
180,016
-18%
增持
MRNA
MODERNA INC
-$379.0K
18,093
+5%
增持
—
SILK ROAD MEDICAL
-$378.0K
226,764
+8%
减持
A
AGILENT TECHN INC
-$355.0K
1,248
-67%
增持
—
MIRATI THERAPEUTICS
-$314.0K
68,613
+15%
建仓
—
JAZZ PHARMA PLC
+$307.0K
1,970
建仓
NBIX
NEUROCRINE BIOSCIENC
+$297.0K
3,050
清仓
—
AFFIMED N V
-$295.0K
0
-100%
增持
EXEL
EXELIXIS INC
-$273.0K
383,025
+5%
建仓
RARE
ULTRAGENYX PHARMAC
+$257.0K
4,300
减持
PTCT
PTC THERAPEUTICS I
-$253.0K
239,908
-9%
增持
REGN
REGENERON PHARMCTCLS
-$225.0K
3,210
+6%
建仓
SRPT
SAREPTA THERAPEUTICS
+$210.0K
2,800
增持
—
MEDTRONIC PLC
-$209.0K
25,551
+13%
增持
RDY
DR REDDYS LABS LTD
+$192.0K
8,504
+70%
增持
BSX
BOSTON SCIENTIFIC
+$182.0K
126,976
+24%
减持
—
SEAGEN INC
-$169.0K
32,530
-21%
建仓
IONS
IONIS PHARMACEUTICAL
+$165.0K
4,450
建仓
MEDP
MEDPACE HOLDINGS
+$159.0K
1,060
增持
MOH
MOLINA HEALTHCARE
+$154.0K
10,275
+26%
减持
MASS
908 DEVICES INC
+$149.0K
131,757
-2%
减持
BNTX
BIONTECH SE
-$119.0K
2,200
-16%
减持
—
AMICUS THERAPEUTICS
+$117.0K
560,882
-10%
减持
LEGN
LEGEND BIOTECH CORP
+$114.0K
10,000
-17%
建仓
VIR
VIR BIOTECHNOLOGY
+$107.0K
4,200
建仓
—
NOVOCURE LTD
+$97.0K
1,400
减持
—
RALLYBIO CORP
-$81.0K
345,317
-10%
增持
INCY
INCYTE CORPORATION
+$73.0K
7,080
+21%
增持
ARVN
ARVINAS INC
+$57.0K
266,992
+61%
增持
ILMN
ILLUMINA INC
-$54.0K
3,420
+74%
减持
—
CRISPR THERAPEUTICS
-$54.0K
2,490
-24%
增持
—
IMMUNOGEN INC
+$48.0K
940,244
+7%
增持
ONC
BEIGENE LIMITED
-$42.0K
5,080
+11%
增持
ZLAB
ZAI LAB LTD
-$42.0K
14,000
+17%
