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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 114 项
建仓 14
增持 25
减持 49
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
LENZ
LENZ THERAPEUTICS
+$23.9M
1,068,675
建仓
BOLD
BOUNDLESS BIO INC
+$12.2M
855,875
减持
LLY
LILLY ELI & CO
+$4.5M
25,665
-3%
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。
建仓
ZBH
ZIMMER BIOMET HLDS
+$3.9M
29,750
减持
AMGN
AMGEN INC
-$3.7M
16,085
-44%
清仓
EWTX
EDGEWISE THERAPEUTIC
-$3.6M
0
-100%
增持
REGN
REGENERON PHARMCTCLS
+$3.4M
7,075
+84%
清仓
ANNX
ANNEXON INC
-$3.0M
0
-100%
建仓
PGNY
PROGYNY INC
+$2.9M
76,000
清仓
FDMT
4D MOLECULAR THERA
-$2.9M
0
-100%
增持
MRK
MERCK & CO INC
+$2.7M
86,500
+9%
清仓
—
SUTRO BIOPHARMA IN
-$2.7M
0
-100%
建仓
CNC
CENTENE CORP DEL
+$2.7M
34,000
减持
BIIB
BIOGEN INC
-$2.6M
6,967
-56%
清仓
REPL
REPLIMUNE GROUP INC
-$2.6M
0
-100%
建仓
—
INARI MED INC
+$2.5M
52,500
清仓
TVTX
TRAVERE THERAPEUTICS
-$2.5M
0
-100%
建仓
ISRG
INTUITIVE SURGIC INC
+$2.4M
6,100
增持
CYTK
CYTOKINETICS INC
+$2.4M
42,583
+507%
建仓
SYK
STRYKER CORP
+$2.4M
6,600
清仓
PMVP
PMV PHARMACEUTICALS
-$2.1M
0
-100%
减持
HUM
HUMANA INC
-$2.1M
4,751
-42%
清仓
PRVA
PRIVIA HEALTH GROUP
-$2.1M
0
-100%
清仓
—
ALLAKOS INC
-$2.1M
0
-100%
清仓
—
AXONICS INC
-$2.0M
0
-100%
清仓
SNDX
SYNDAX PHARMACEUTI
-$2.0M
0
-100%
清仓
CNMD
CONMED CORP
-$2.0M
0
-100%
清仓
—
UNIQURE N.V.
-$2.0M
0
-100%
减持
MLYS
MINERALYS THERAPEUTI
+$1.9M
552,256
-9%
建仓
ATEC
ALPHATEC HOLDINGS IN
+$1.9M
136,000
清仓
XBI
SPDR SER TR
-$1.8M
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$1.8M
3,500
建仓
COGT
COGENT BIOSCIENCES I
+$1.8M
263,700
清仓
—
BIOATLA INC
-$1.7M
0
-100%
清仓
—
PROTHENA CORP PLC
-$1.7M
0
-100%
清仓
IOVA
IOVANCE BIOTHERAPEUT
-$1.6M
0
-100%
减持
ALNY
ALNYLAM PHARMACUETCL
-$1.6M
18,460
-18%
增持
UNH
UNITEDHEALTH GRP INC
+$1.5M
23,175
+22%
建仓
EFTR
EFFECTOR THERAPEUTIC
+$1.4M
95,305
增持
OLMA
OLEMA PHARMACEUTICAL
+$1.3M
139,980
+628%
清仓
AMLX
AMYLYX PHARMACEUTIC
-$1.2M
0
-100%
增持
SMMT
SUMMIT THERAPEUTICS
+$1.2M
315,000
+950%
清仓
—
GRAPHITE BIO INC
-$1.2M
0
-100%
清仓
—
EFFECTOR THERAPEUTCS
-$1.1M
0
-100%
增持
TMO
THERMO FISHER SCI
+$1.0M
10,015
+11%
减持
ALT
ALTIMMUNE INC
-$982.5K
92,240
-46%
增持
DHR
DANAHER CORP
+$962.0K
17,725
+18%
减持
JNJ
JOHNSON & JOHNSON
-$871.1K
47,850
-11%
增持
DXCM
DEXCOM INC
+$845.6K
32,400
+10%
减持
—
ACELYRIN INC
-$781.6K
244,000
-25%
减持
VSTM
VERASTEM INC
-$779.5K
74,200
-64%
减持
ABBV
ABBVIE INC
-$765.2K
35,200
-24%
减持
VRTX
VERTEX PHARMACEUTICL
-$737.3K
7,210
-22%
清仓
—
KARUNA THERAPEUTICS
-$707.4K
0
-100%
减持
ARVN
ARVINAS INC
-$702.9K
48,780
-26%
减持
BSX
BOSTON SCIENTIFIC
+$634.5K
86,476
-5%
减持
—
ITEOS THERAPEUTICS
-$582.3K
133,966
-39%
清仓
—
FUSION PHARMACEUTI
-$550.6K
0
-100%
清仓
—
IMMUNOGEN INC
-$530.6K
0
-100%
增持
MLTX
MOONLAKE IMMUNOTHERA
+$513.4K
46,295
+54%
减持
GILD
GILEAD SCIENCES INC
-$478.6K
38,705
-5%
清仓
ACAD
ACADIA PHARMACEUTCLS
-$471.5K
0
-100%
增持
ABT
ABBOTT LABS
+$389.8K
70,248
+2%
清仓
—
MIRATI THERAPEUTICS
-$380.3K
0
-100%
增持
—
AMICUS THERAPEUTICS
+$379.3K
221,044
+41%
增持
BMRN
BIOMARIN PHARMAC INC
-$317.5K
51,640
+3%
增持
PODD
INSULET CORP
+$292.4K
18,100
+40%
减持
IQV
IQVIA HOLDINGS INC
-$275.2K
14,100
-15%
建仓
SRRK
SCHOLAR ROCK HLDG
+$273.5K
15,400
增持
—
APELLIS PHARMACEUTIC
+$255.9K
9,670
+85%
减持
—
ICON PLC
-$219.7K
7,943
-22%
增持
—
BLUEPRINT MEDICINES
+$190.5K
4,410
+79%
减持
EW
EDWARDS LIFESCIENCE
-$174.4K
15,650
-29%
建仓
KYTX
KYVERNA THERAPEUTICS
+$173.9K
7,000
减持
SRPT
SAREPTA THERAPEUTICS
+$161.3K
17,291
-20%
减持
GDRX
GOODRX HLDGS INC
-$159.7K
321,000
-12%
减持
ARGX
ARGENX SE
-$150.2K
9,307
-7%
减持
SPRY
ARS PHARMACEUTICALS
+$145.9K
204,437
-42%
增持
GPCR
STRUCTURE THERAPEU
+$117.0K
5,964
+75%
增持
—
ROIVANT SCIENCES LTD
+$111.9K
49,457
+36%
清仓
ZNTL
ZENTALIS PHARMACEU
-$111.4K
0
-100%
增持
IONS
IONIS PHARMACEUTICAL
+$110.0K
10,100
+56%
减持
—
ASTRAZENECA
-$104.7K
24,430
-7%
减持
MEDP
MEDPACE HOLDINGS
+$101.5K
1,291
-6%
减持
ONC
BEIGENE LIMITED
-$99.3K
3,692
-2%
减持
INCY
INCYTE CORPORATION
-$98.7K
9,405
-7%
减持
RCUS
ARCUS BIOSCIENCES
-$93.2K
93,635
-4%
增持
RDY
DR REDDYS LABS LTD
+$90.3K
5,500
+22%
减持
SNY
SANOFI
-$84.9K
12,670
-10%
减持
ZLAB
ZAI LAB LTD
-$77.3K
2,000
-50%
增持
PCVX
VAXCYTE INC
+$75.1K
8,500
+6%
减持
BNTX
BIONTECH SE
-$68.0K
3,525
-5%
减持
ILMN
ILLUMINA INC
-$56.6K
6,280
-5%
减持
—
ASCENDIS PHARMA A S
+$47.0K
4,011
-10%
减持
—
INTRA CELLULAR THERA
-$41.5K
7,080
-5%
减持
NTLA
INTELLIA THERAPEUT
-$41.5K
8,800
-5%
减持
—
ALKERMES PLC
-$40.0K
14,230
-7%
减持
—
JAZZ PHARMA PLC
-$34.6K
3,894
-5%
增持
EYPT
EYEPOINT PHARMA
+$33.1K
92,340
+14%
增持
RCKT
ROCKET PHARMACEUTICA
+$30.9K
14,810
+21%
减持
ARWR
ARROWHEAD PHARMACEUT
-$30.7K
7,682
-6%
减持
MRNA
MODERNA INC
-$30.5K
14,740
-8%
减持
DNLI
DENALI THERAPEUTICS
-$28.5K
12,081
-6%
减持
VERA
VERA THERAPEUTICS
+$26.7K
44,901
-64%
增持
BBIO
BRIDGEBIO PHARMA INC
-$25.0K
16,105
+24%
减持
MDGL
MADRIGAL PHARMACEUTI
+$24.1K
1,131
-6%
减持
EXEL
EXELIXIS INC
-$23.8K
13,140
-6%
减持
RVMD
REVOLUTION MEDICIN
+$22.9K
12,910
-6%
减持
UTHR
UNITED THERAPEUTICS
-$22.9K
2,595
-8%
增持
INSM
INSMED INC
+$17.5K
16,421
+19%
减持
—
MEDTRONIC PLC
+$16.7K
38,051
-5%
减持
—
ROYALTY PHARMA PLC
+$12.0K
19,420
-6%
减持
HALO
HALOZYME THERAPEUTIC
+$8.2K
5,680
-6%
减持
NBIX
NEUROCRINE BIOSCIENC
-$7.1K
4,195
-6%
