Sectoral Asset Management Inc holds a diversified book of 82 stocks worth $143.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Engene Therapeutics Inc first appears in 13F filings, a listing rather than a purchase; they opened Oruka Therapeutics Inc and trimmed Unitedhealth Group Inc. Their largest long position is Contineum Therapeutics Inc-A at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sectoral Asset Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Tri Locum Partners LP | 12 / 80 | $525.5M |
| Atle Fund Management AB | 23 / 80 | $271.7M |
| Patient Square Capital LP | 9 / 80 | $470.1M |
| Bellevue Group AG | 52 / 80 | $2.9B |
| Eagle Health Investments LP | 14 / 80 | $346.9M |
| Rhenman & Partners Asset Management AB | 40 / 80 | $579.1M |
| Integral Health Asset Management, LLC | 28 / 80 | $1.4B |
| Artia Global Partners LP | 16 / 80 | $293.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Sectoral Asset Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Contineum Therapeutics CL A | $11.9M | 727.6K | 8.3% | —Held | |
| 2 | Shoulder Innovations COMMON STOCK | $8.7M | 430.4K | 6.1% | —Held | |
| 3 | Eli Lilly & Co COM | $7.6M | 6.4K | 5.3% | —Held | |
| 4 | Unitedhealth Grp Inc COM | $5.5M | 13.2K | 3.8% | ▼−12% Reduced · −2K sh | |
| 5 | Johnson & Johnson COM | $4.6M | 18.2K | 3.2% | —Held | |
| 6 | Oruka Therapeutics Inc COM | $4.0M | 42.0K | 2.8% | ▲New New position | |
| 7 | Biontech SE SP ADR | $3.9M | 41.9K | 2.7% | ▲+89% Added · +20K sh | |
| 8 | Definium Therapeutics Inc COM SHS | $3.7M | 78.3K | 2.6% | ▲New New position | |
| 9 | Dexcom Inc COM | $3.4M | 50.8K | 2.4% | ▲+118% Added · +28K sh | |
| 10 | Arcus Biosciences COM | $3.4M | 110.9K | 2.4% | ▲+146% Added · +66K sh | |
| 11 | Amgen Inc COM | $3.3M | 9.2K | 2.3% | —Held | |
| 12 | Summit Therapeutics COM | $3.2M | 220.2K | 2.2% | ▲+216% Added · +151K sh | |
| 13 | Irhythm Holdings Inc COM | $3.1M | 26.1K | 2.2% | ▲New New position | |
| 14 | Abbvie Inc COM | $3.1M | 12.2K | 2.1% | —Held | |
| 15 | Merck & Co Inc COM | $2.8M | 21.5K | 1.9% | —Held | |
| 16 | Arrivent Biopharma COM | $2.7M | 79.0K | 1.9% | ▲+163% Added · +49K sh | |
| 17 | Vertex Pharma COM | $2.7M | 5.4K | 1.9% | ▼−22% Reduced · −2K sh | |
| 18 | Argenx SE SP ADR | $2.6M | 2.8K | 1.8% | ▼−21% Reduced · −733 sh | |
| 19 | Gilead Sciences Inc COM | $2.6M | 20.6K | 1.8% | ▼−25% Reduced · −7K sh | |
| 20 | Insmed Inc COM PAR $.01 | $2.5M | 23.2K | 1.7% | ▲+18% Added · +4K sh | |
| 21 | Tectonic Therapeutic COM | $2.4M | 71.0K | 1.7% | ▲+273% Added · +52K sh | |
| 22 | Intuitive Surgic Inc COM NEW | $2.3M | 5.8K | 1.6% | ▲+11% Added · +600 sh | |
| 23 | Immatics NV SHS | $2.3M | 224.9K | 1.6% | ▲+237% Added · +158K sh | |
| 24 | Stryker Corp COM | $2.2M | 7.1K | 1.6% | ▲+21% Added · +1K sh | |
| 25 | Avalo Therapeutics Inc COM NEW | $2.2M | 119.9K | 1.5% | ▲New New position | |
| 26 | Crescent Biopharma Inc. COM | $2.2M | 121.3K | 1.5% | ▲New New position | |
| 27 | Roivant Sciences Ltd SHS | $2.2M | 61.1K | 1.5% | ▲+88% Added · +29K sh | |
| 28 | Iqvia Holdings Inc COM | $2.1M | 10.8K | 1.5% | ▲+31% Added · +3K sh | |
| 29 | Pulse Biosciences Inc COM | $1.9M | 67.9K | 1.3% | ▲New New position | |
| 30 | Danaher Corp COM | $1.8M | 9.6K | 1.3% | —Held | |
| 31 | Thermo Fisher Scientific COM | $1.8M | 3.5K | 1.2% | —Held | |
| 32 | Abbott Labs COM | $1.6M | 18.1K | 1.1% | ▼−29% Reduced · −7K sh | |
| 33 | Alphatec Hldgs Inc COM NEW | $1.6M | 185.9K | 1.1% | ▲New New position | |
| 34 | Boston Scientific COM | $1.6M | 36.3K | 1.1% | ▲+4.5% Added · +2K sh | |
| 35 | Transmedics Group Inc COM | $1.5M | 21.9K | 1.0% | ▲New New position | |
| 36 | Cytokinetics Inc COM NEW | $1.4M | 16.3K | 1.0% | ▲+124% Added · +9K sh | |
| 37 | Regeneron Pharmctcls COM | $1.4M | 2.2K | 0.9% | ▼−26% Reduced · −750 sh | |
| 38 | CVS Health Corp COM | $1.3M | 13.0K | 0.9% | ▲New New position | |
| 39 | Edwards Lifesciences COM | $1.3M | 14.8K | 0.9% | ▼−14% Reduced · −3K sh | |
| 40 | Trevi Therapeutics COM | $1.2M | 65.6K | 0.9% | ▼−12% Reduced · −9K sh | |
| 41 | Bristol Myers Squibb COM | $1.2M | 21.1K | 0.9% | —Held | |
| 42 | Vera Therapeutics CL A | $1.1M | 25.6K | 0.8% | —Held | |
| 43 | Cogent Biosciences COM | $1.0M | 26.7K | 0.7% | ▲+21% Added · +5K sh | |
| 44 | Medtronic PLC SHS | $876K | 11.1K | 0.6% | —Held | |
| 45 | Tarsus Pharmaceuticals COM | $836K | 13.3K | 0.6% | ▲+18% Added · +2K sh | |
| 46 | Kura Oncology Inc COM | $784K | 71.5K | 0.5% | —Held | |
| 47 | Centene Corp Del COM | $770K | 12.0K | 0.5% | ▲New New position | |
| 48 | United Therapeutics COM | $742K | 1.4K | 0.5% | ▼−20% Reduced · −340 sh | |
| 49 | Hinge Health Inc CL A | $726K | 8.7K | 0.5% | ▼−29% Reduced · −4K sh | |
| 50 | Nektar Therapeutics COM NEW | $706K | 10.1K | 0.5% | ▼−6.8% Reduced · −740 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.