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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 125 项
建仓 10
增持 39
减持 47
清仓 29
方向
标的
Δ市值
现股数(环比)
清仓
—
R1 RCM INC
-$11.2M
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$10.5M
0
-100%
清仓
EVH
EVOLENT HEALTH INC
-$10.4M
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。
清仓
RDNT
RADNET INC
-$10.4M
0
-100%
清仓
ATRC
ATRICURE INC
-$10.4M
0
-100%
减持
OPCH
OPTION CARE HEALTH
-$10.0M
64,000
-83%
减持
CNMD
CONMED CORP
-$9.5M
18,100
-84%
减持
PRVA
PRIVIA HEALTH GROUP
-$9.3M
90,310
-82%
清仓
—
INARI MED INC
-$9.0M
0
-100%
减持
INSM
INSMED INC
-$8.3M
13,811
-96%
减持
—
BLUEPRINT MEDICINES
-$8.1M
2,470
-99%
减持
BMRN
BIOMARIN PHARMAC INC
-$8.0M
50,070
-65%
减持
—
AXONICS INC
-$7.7M
32,800
-81%
减持
ZNTL
ZENTALIS PHARMACEU
-$7.6M
7,355
-98%
减持
—
AMICUS THERAPEUTICS
-$7.5M
156,769
-80%
减持
—
MIRATI THERAPEUTICS
-$7.5M
6,474
-96%
减持
—
IMMUNOGEN INC
-$6.8M
17,896
-96%
减持
—
PROTHENA CORP PLC
-$6.6M
46,777
-73%
减持
—
ALKERMES PLC
-$6.4M
15,330
-94%
清仓
THC
TENET HEALTHCARE
-$6.0M
0
-100%
减持
—
INTRA CELLULAR THERA
-$5.9M
7,420
-94%
减持
PCVX
VAXCYTE INC
-$5.7M
8,050
-93%
清仓
MMSI
MERIT MEDICAL SYS
-$5.5M
0
-100%
减持
—
ICON PLC
-$5.4M
10,203
-70%
减持
HALO
HALOZYME THERAPEUTIC
-$5.4M
6,030
-96%
清仓
GKOS
GLAUKOS CORP
-$5.2M
0
-100%
减持
OLMA
OLEMA PHARMACEUTICAL
-$5.1M
19,230
-96%
减持
DNLI
DENALI THERAPEUTICS
-$5.0M
12,881
-95%
清仓
LNTH
LANTHEUS HLDGS INC
-$4.9M
0
-100%
减持
RCUS
ARCUS BIOSCIENCES
-$4.9M
97,435
-74%
减持
RCKT
ROCKET PHARMACEUTICA
-$4.3M
12,280
-95%
减持
BBIO
BRIDGEBIO PHARMA INC
-$4.2M
12,955
-93%
清仓
TELA
TELA BIO INC
-$4.2M
0
-100%
清仓
PTCT
PTC THERAPEUTICS I
-$4.2M
0
-100%
清仓
PGNY
PROGYNY INC
-$4.1M
0
-100%
减持
ARWR
ARROWHEAD PHARMACEUT
-$4.0M
8,182
-95%
减持
ACAD
ACADIA PHARMACEUTCLS
-$3.9M
15,060
-93%
减持
MLTX
MOONLAKE IMMUNOTHERA
-$3.8M
30,005
-69%
减持
—
KARUNA THERAPEUTICS
-$3.7M
2,235
-91%
建仓
EWTX
EDGEWISE THERAPEUTIC
+$3.6M
327,801
减持
RVMD
REVOLUTION MEDICIN
-$3.6M
13,710
-90%
清仓
DCGO
DOCGO INC
-$3.5M
0
-100%
清仓
—
SHOCKWAVE MEDICAL
-$3.5M
0
-100%
减持
NTLA
INTELLIA THERAPEUT
-$3.3M
9,300
-92%
减持
GDRX
GOODRX HLDGS INC
-$3.2M
364,000
-64%
增持
ARGX
ARGENX SE
+$3.2M
10,027
+717%
清仓
ATEC
ALPHATEC HOLDINGS IN
-$3.2M
0
-100%
清仓
IRTC
IRHYTHM TECHNOLOGIES
-$3.1M
0
-100%
清仓
—
VENTYX BIOSCIENCES I
-$3.1M
0
-100%
减持
PODD
INSULET CORP
-$3.0M
12,950
-65%
清仓
OCUL
OCULAR THERAPEUTIX
-$3.0M
0
-100%
增持
MRK
MERCK & CO INC
+$3.0M
79,500
+45%
增持
LLY
LILLY ELI & CO
+$3.0M
26,565
+14%
减持
VERA
VERA THERAPEUTICS
-$3.0M
124,151
-65%
减持
CYTK
CYTOKINETICS INC
-$2.9M
7,013
-94%
建仓
FDMT
4D MOLECULAR THERA
+$2.9M
142,510
减持
IOVA
IOVANCE BIOTHERAPEUT
-$2.9M
198,800
-80%
减持
MLYS
MINERALYS THERAPEUTI
-$2.8M
605,606
-28%
减持
MDGL
MADRIGAL PHARMACEUTI
-$2.8M
1,201
-94%
增持
ARVN
ARVINAS INC
+$2.6M
66,000
+842%
增持
ABT
ABBOTT LABS
+$2.5M
68,998
+31%
建仓
TVTX
TRAVERE THERAPEUTICS
+$2.5M
274,623
建仓
—
ACELYRIN INC
+$2.4M
325,549
清仓
SRRK
SCHOLAR ROCK HLDG
-$2.2M
0
-100%
增持
REPL
REPLIMUNE GROUP INC
-$2.1M
305,412
+13%
减持
SPRY
ARS PHARMACEUTICALS
-$2.0M
354,641
-66%
建仓
SNDX
SYNDAX PHARMACEUTI
+$2.0M
92,060
建仓
—
UNIQURE N.V.
+$2.0M
292,592
清仓
—
SEAGEN INC
-$2.0M
0
-100%
建仓
ALT
ALTIMMUNE INC
+$1.9M
170,800
清仓
STAA
STAAR SURGICAL CO
-$1.9M
0
-100%
清仓
MGNX
MACROGENICS INC
-$1.8M
0
-100%
清仓
AVIR
ATEA PHARMACEUTICALS
-$1.8M
0
-100%
减持
EW
EDWARDS LIFESCIENCE
-$1.7M
21,900
-55%
增持
UNH
UNITEDHEALTH GRP INC
+$1.4M
18,925
+12%
清仓
—
GENERATION BIO CO
-$1.4M
0
-100%
增持
ABBV
ABBVIE INC
+$1.3M
46,300
+18%
清仓
—
RALLYBIO CORP
-$1.3M
0
-100%
增持
—
SUTRO BIOPHARMA IN
+$1.2M
623,684
+44%
增持
TMO
THERMO FISHER SCI
+$1.2M
9,015
+26%
建仓
—
GRAPHITE BIO INC
+$1.2M
441,829
减持
ANNX
ANNEXON INC
+$834.0K
650,911
-28%
减持
ALNY
ALNYLAM PHARMACUETCL
-$795.3K
22,640
-22%
增持
DHR
DANAHER CORP
+$741.4K
14,975
+36%
增持
AMGN
AMGEN INC
+$719.1K
28,685
+2%
增持
—
ITEOS THERAPEUTICS
+$711.5K
220,056
+42%
增持
VRTX
VERTEX PHARMACEUTICL
+$701.8K
9,219
+5%
减持
DXCM
DEXCOM INC
+$690.6K
29,400
-7%
减持
EYPT
EYEPOINT PHARMA
+$468.7K
81,160
-54%
增持
GILD
GILEAD SCIENCES INC
+$454.8K
40,905
+7%
减持
JNJ
JOHNSON & JOHNSON
-$413.9K
53,850
-5%
建仓
IONS
IONIS PHARMACEUTICAL
+$327.8K
6,480
清仓
VLTO
VERALTO CORPORATION
-$309.3K
0
-100%
增持
REGN
REGENERON PHARMCTCLS
+$306.8K
3,835
+3%
减持
—
ALLAKOS INC
+$305.8K
752,381
-2%
清仓
—
HORIZON THERAPEUTICS
-$291.0K
0
-100%
减持
LEGN
LEGEND BIOTECH CORP
-$267.5K
3,000
-55%
增持
PMVP
PMV PHARMACEUTICALS
+$261.1K
685,985
+126%
增持
BIIB
BIOGEN INC
+$237.3K
15,827
+5%
增持
PFE
PFIZER INC
+$231.9K
189,400
+20%
增持
HUM
HUMANA INC
+$201.7K
8,225
+12%
增持
—
ASCENDIS PHARMA A S
+$162.2K
4,441
+5%
建仓
GPCR
STRUCTURE THERAPEU
+$138.6K
3,400
增持
MEDP
MEDPACE HOLDINGS
+$134.3K
1,371
+16%
增持
NBIX
NEUROCRINE BIOSCIENC
+$131.7K
4,445
+10%
增持
AMLX
AMYLYX PHARMACEUTIC
-$111.3K
84,055
+14%
增持
SRPT
SAREPTA THERAPEUTICS
-$105.5K
21,541
+20%
减持
IQV
IQVIA HOLDINGS INC
+$102.7K
16,600
-13%
增持
—
ROYALTY PHARMA PLC
+$90.6K
20,570
+15%
增持
—
ASTRAZENECA
+$79.0K
26,130
+5%
增持
ONC
BEIGENE LIMITED
+$77.4K
3,752
+13%
增持
INCY
INCYTE CORPORATION
+$77.3K
10,105
+5%
增持
EXEL
EXELIXIS INC
+$62.9K
13,990
+12%
减持
BSX
BOSTON SCIENTIFIC
+$62.3K
91,476
-8%
增持
ILMN
ILLUMINA INC
+$54.1K
6,600
+5%
增持
—
ROIVANT SCIENCES LTD
+$53.8K
36,457
+20%
增持
MRNA
MODERNA INC
+$51.8K
16,100
+7%
增持
SMMT
SUMMIT THERAPEUTICS
+$40.9K
30,000
+50%
增持
ZLAB
ZAI LAB LTD
+$36.4K
4,000
+33%
增持
UTHR
UNITED THERAPEUTICS
+$28.3K
2,815
+8%
减持
XBI
SPDR SER TR
+$23.2K
20,439
-17%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS
-$23.1K
0
-100%
增持
BNTX
BIONTECH SE
+$18.9K
3,725
+8%
增持
SNY
SANOFI
+$12.5K
14,090
+10%
增持
—
JAZZ PHARMA PLC
-$3.1K
4,094
+5%
