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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 123 项
建仓 15
增持 60
减持 35
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
—
APELLIS PHARMACEUTIC
-$12.9M
5,220
-96%
清仓
TMCI
TREACE MED CONCEPT
-$9.7M
0
-100%
清仓
INSP
INSPIRE MED SYS INC
-$7.8M
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。
清仓
—
AGILITI INC
-$7.7M
0
-100%
减持
AMLX
AMYLYX PHARMACEUTIC
-$7.0M
73,655
-81%
清仓
TVTX
TRAVERE THERAPEUTICS
-$6.7M
0
-100%
清仓
—
GALERA THERAPEUTIC
-$6.3M
0
-100%
建仓
GDRX
GOODRX HLDGS INC
+$5.7M
1,007,000
增持
CNMD
CONMED CORP
+$5.3M
114,000
+151%
减持
PTCT
PTC THERAPEUTICS I
-$5.2M
187,016
-19%
清仓
—
REATA PHARMACEUTIC
-$4.8M
0
-100%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$4.8M
180,195
清仓
—
2SEVENTY BIO INC
-$4.7M
0
-100%
建仓
IOVA
IOVANCE BIOTHERAPEUT
+$4.5M
985,000
减持
SPRY
ARS PHARMACEUTICALS
-$4.4M
1,049,191
-16%
建仓
ACAD
ACADIA PHARMACEUTCLS
+$4.4M
209,960
减持
EVH
EVOLENT HEALTH INC
-$4.4M
383,142
-22%
清仓
—
ACELYRIN INC
-$4.2M
0
-100%
建仓
PGNY
PROGYNY INC
+$4.1M
120,000
建仓
RVMD
REVOLUTION MEDICIN
+$3.9M
142,650
减持
MLTX
MOONLAKE IMMUNOTHERA
-$3.8M
97,965
-47%
减持
SRPT
SAREPTA THERAPEUTICS
-$3.8M
18,006
-66%
减持
—
R1 RCM INC
-$3.7M
744,194
-8%
减持
—
ICON PLC
-$3.7M
33,663
-30%
建仓
DCGO
DOCGO INC
+$3.5M
651,400
减持
LNTH
LANTHEUS HLDGS INC
-$3.3M
70,987
-28%
增持
—
AXONICS INC
+$3.2M
172,950
+35%
清仓
BMY
BRISTOL MYERS SQUIBB
-$3.2M
0
-100%
建仓
ATEC
ALPHATEC HOLDINGS IN
+$3.2M
246,345
建仓
—
VENTYX BIOSCIENCES I
+$3.1M
88,000
建仓
DXCM
DEXCOM INC
+$3.0M
31,700
清仓
—
SILK ROAD MEDICAL
-$2.6M
0
-100%
减持
RDNT
RADNET INC
-$2.6M
369,134
-7%
增持
—
MIRATI THERAPEUTICS
+$2.6M
181,904
+22%
减持
UNH
UNITEDHEALTH GRP INC
-$2.5M
16,925
-26%
增持
MLYS
MINERALYS THERAPEUTI
-$2.5M
840,759
+37%
增持
TELA
TELA BIO INC
+$2.4M
525,000
+194%
增持
PODD
INSULET CORP
+$2.3M
36,725
+194%
减持
INSM
INSMED INC
-$2.2M
347,392
-33%
清仓
—
EQRX INC
-$2.1M
0
-100%
增持
—
PROTHENA CORP PLC
-$2.0M
172,407
+14%
建仓
—
TURNSTONE BIOLOGICS
+$2.0M
517,648
清仓
BEAM
BEAM THERAPEUTICS
-$2.0M
0
-100%
增持
DNLI
DENALI THERAPEUTICS
-$2.0M
254,941
+4%
增持
HUM
HUMANA INC
+$2.0M
7,325
+105%
减持
—
SHOCKWAVE MEDICAL
-$1.9M
17,400
-8%
建仓
STAA
STAAR SURGICAL CO
+$1.9M
47,000
减持
PRVA
PRIVIA HEALTH GROUP
-$1.9M
494,622
-2%
建仓
VSTM
VERASTEM INC
+$1.7M
203,327
减持
ATRC
ATRICURE INC
-$1.5M
236,532
-1%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
56,850
-8%
减持
LLY
LILLY ELI & CO
+$1.4M
23,265
-2%
增持
MDGL
MADRIGAL PHARMACEUTI
-$1.3M
20,901
+10%
减持
EYPT
EYEPOINT PHARMA
-$1.3M
176,080
-43%
减持
AMGN
AMGEN INC
+$1.3M
28,065
-1%
减持
IQV
IQVIA HOLDINGS INC
-$1.2M
19,000
-14%
增持
—
KARUNA THERAPEUTICS
-$1.2M
25,980
+1%
增持
ZNTL
ZENTALIS PHARMACEU
+$1.2M
386,525
+65%
增持
—
INTRA CELLULAR THERA
-$1.1M
123,680
+3%
增持
OCUL
OCULAR THERAPEUTIX
-$1.1M
969,350
+21%
减持
HQY
HEALTHEQUITY INC
-$1.1M
143,875
-22%
增持
MMSI
MERIT MEDICAL SYS
-$904.1K
79,000
+4%
增持
REPL
REPLIMUNE GROUP INC
-$901.2K
271,056
+14%
增持
ARWR
ARROWHEAD PHARMACEUT
-$898.8K
157,552
+9%
增持
—
IMMUNOGEN INC
-$870.3K
464,112
+6%
增持
RCKT
ROCKET PHARMACEUTICA
+$860.8K
227,030
+19%
增持
REGN
REGENERON PHARMCTCLS
+$765.0K
3,720
+16%
增持
VERA
VERA THERAPEUTICS
-$747.5K
357,139
+2%
增持
—
ALKERMES PLC
-$738.3K
244,260
+1%
增持
PCVX
VAXCYTE INC
+$738.0K
121,230
+11%
增持
—
AMICUS THERAPEUTICS
+$602.3K
803,464
+10%
增持
NTLA
INTELLIA THERAPEUT
-$560.0K
112,332
+11%
增持
HALO
HALOZYME THERAPEUTIC
+$547.7K
146,000
+5%
减持
ALNY
ALNYLAM PHARMACUETCL
-$536.3K
28,960
-3%
减持
OPCH
OPTION CARE HEALTH
-$523.7K
375,500
-4%
减持
—
HORIZON THERAPEUTICS
-$521.5K
2,515
-68%
增持
—
BIOATLA INC
-$469.2K
706,062
+27%
增持
RCUS
ARCUS BIOSCIENCES
-$460.3K
375,456
+6%
减持
OLMA
OLEMA PHARMACEUTICAL
-$449.6K
437,652
-32%
减持
ONC
BEIGENE LIMITED
-$434.8K
3,332
-43%
增持
—
SEAGEN INC
+$411.3K
9,210
+15%
增持
ABT
ABBOTT LABS
-$393.6K
52,498
+4%
增持
—
SUTRO BIOPHARMA IN
-$362.8K
432,339
+8%
增持
SRRK
SCHOLAR ROCK HLDG
+$351.0K
310,398
+26%
增持
GILD
GILEAD SCIENCES INC
+$340.2K
38,150
+17%
增持
CYTK
CYTOKINETICS INC
-$334.0K
118,303
+1%
增持
—
BLUEPRINT MEDICINES
-$317.1K
165,890
+21%
建仓
VLTO
VERALTO CORPORATION
+$309.3K
3,658
增持
XBI
SPDR SER TR
+$301.5K
24,675
+37%
清仓
—
TEMPEST THERAPEUTICS
-$278.6K
0
-100%
建仓
EXEL
EXELIXIS INC
+$272.7K
12,480
增持
ANNX
ANNEXON INC
-$253.6K
898,785
+33%
增持
—
ITEOS THERAPEUTICS
-$242.6K
155,075
+6%
减持
PMVP
PMV PHARMACEUTICALS
-$214.4K
303,824
-9%
减持
RDY
DR REDDYS LABS LTD
-$204.2K
4,500
-44%
增持
ARGX
ARGENX SE
+$192.5K
1,227
+16%
增持
VRTX
VERTEX PHARMACEUTICL
+$176.3K
8,769
+7%
增持
—
ASTRAZENECA
+$161.7K
24,820
+17%
增持
ILMN
ILLUMINA INC
-$153.6K
6,300
+16%
减持
ZLAB
ZAI LAB LTD
-$148.9K
3,000
-63%
增持
BIIB
BIOGEN INC
-$148.5K
15,012
+7%
增持
—
ASCENDIS PHARMA A S
+$147.6K
4,241
+52%
增持
—
ALLAKOS INC
-$145.4K
770,132
+77%
减持
—
INARI MED INC
+$130.1K
138,043
-10%
增持
NBIX
NEUROCRINE BIOSCIENC
+$127.7K
4,035
+17%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS
-$113.0K
4,357
-70%
减持
LEGN
LEGEND BIOTECH CORP
-$104.2K
6,670
-17%
增持
SNY
SANOFI
+$100.9K
12,830
+18%
增持
—
ROIVANT SCIENCES LTD
+$99.3K
30,447
+20%
增持
UTHR
UNITED THERAPEUTICS
+$94.6K
2,615
+16%
增持
—
JAZZ PHARMA PLC
+$93.3K
3,914
+17%
减持
SMMT
SUMMIT THERAPEUTICS
-$88.1K
20,000
-60%
增持
MGNX
MACROGENICS INC
-$82.4K
387,001
+10%
增持
AVIR
ATEA PHARMACEUTICALS
-$74.4K
600,461
+20%
增持
INCY
INCYTE CORPORATION
+$48.1K
9,645
+18%
增持
EW
EDWARDS LIFESCIENCE
+$41.0K
49,200
+38%
减持
BMRN
BIOMARIN PHARMAC INC
-$29.9K
145,090
-2%
增持
IRTC
IRHYTHM TECHNOLOGIES
-$19.0K
33,000
+10%
增持
ARVN
ARVINAS INC
-$15.6K
7,010
+14%
增持
MEDP
MEDPACE HOLDINGS
+$15.5K
1,181
+5%
增持
BNTX
BIONTECH SE
+$15.0K
3,445
+3%
增持
—
ROYALTY PHARMA PLC
+$14.9K
17,950
+17%
增持
MRNA
MODERNA INC
-$9.3K
15,000
+17%
