Sectoral Asset Management Inc holds a focused book of 77 stocks worth $120.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Iqvia Holdings Inc and trimmed Contineum Therapeutics Inc-A. Their largest long position is Evommune Inc at 11% of the equity book.
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Use Arkolith to show SECTORAL ASSET MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% 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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Evommune Inc COM SHS | $13.5M | 589.0K | 11.2% | —Held | |
| 2 | Contineum Therapeutics CL A | $9.5M | 727.6K | 7.9% | ▼−9.1% Reduced · −73K sh | |
| 3 | Shoulder Innovations COMMON STOCK | $6.3M | 430.4K | 5.2% | ▼−13% Reduced · −62K sh | |
| 4 | Eli Lilly & Co COM | $5.8M | 6.4K | 4.8% | ▼−13% Reduced · −922 sh | |
| 5 | Johnson & Johnson COM | $4.5M | 18.2K | 3.7% | ▼−10% Reduced · −2K sh | |
| 6 | Gilead Sciences Inc COM | $4.1M | 27.5K | 3.4% | ▲+54% Added · +10K sh | |
| 7 | Unitedhealth Grp Inc COM | $4.0M | 15.0K | 3.4% | ▲+10% Added · +1K sh | |
| 8 | Amgen Inc COM | $3.5M | 9.2K | 2.9% | ▼−30% Reduced · −4K sh | |
| 9 | Vertex Pharma COM | $3.5M | 7.0K | 2.9% | ▼−12% Reduced · −998 sh | |
| 10 | Insmed Inc COM PAR $.01 | $3.4M | 19.7K | 2.8% | ▲+76% Added · +8K sh | |
| 11 | Argenx SE SP ADR | $2.7M | 3.6K | 2.3% | ▲+23% Added · +670 sh | |
| 12 | Abbvie Inc COM | $2.7M | 12.2K | 2.2% | ▼−27% Reduced · −5K sh | |
| 13 | Abbott Labs COM | $2.6M | 25.6K | 2.2% | ▲+8.8% Added · +2K sh | |
| 14 | Merck & Co Inc COM | $2.6M | 21.5K | 2.1% | ▲+0.4% Added · +80 sh | |
| 15 | Regeneron Pharmctcls COM | $2.5M | 2.9K | 2.1% | ▼−21% Reduced · −796 sh | |
| 16 | Intuitive Surgic Inc COM NEW | $2.4M | 5.3K | 2.0% | ▲+8.2% Added · +400 sh | |
| 17 | Boston Scientific COM | $2.2M | 34.8K | 1.8% | ▲+26% Added · +7K sh | |
| 18 | Biontech SE SP ADR | $2.0M | 22.2K | 1.7% | ▲+29% Added · +5K sh | |
| 19 | Stryker Corp COM | $1.9M | 5.9K | 1.6% | ▼−10% Reduced · −676 sh | |
| 20 | Danaher Corp COM | $1.8M | 9.6K | 1.5% | ▼−9.2% Reduced · −978 sh | |
| 21 | Thermo Fisher Scientific COM | $1.7M | 3.5K | 1.4% | ▼−10% Reduced · −392 sh | |
| 22 | Dexcom Inc COM | $1.5M | 23.2K | 1.2% | ▼−19% Reduced · −5K sh | |
| 23 | Iqvia Holdings Inc COM | $1.4M | 8.3K | 1.2% | ▲New New position | |
| 24 | Summit Therapeutics COM | $1.4M | 69.6K | 1.2% | ▼−13% Reduced · −10K sh | |
| 25 | Edwards Lifesciences COM | $1.4M | 17.3K | 1.2% | ▲+0.5% Added · +88 sh | |
| 26 | Bristol Myers Squibb COM | $1.3M | 21.1K | 1.1% | ▲New New position | |
| 27 | United Therapeutics COM | $1.1M | 1.7K | 0.9% | ▼−0.8% Reduced · −13 sh | |
| 28 | Vera Therapeutics CL A | $1.1M | 25.6K | 0.9% | ▼−31% Reduced · −11K sh | |
| 29 | Arcus Biosciences COM | $1.0M | 45.1K | 0.9% | ▼−21% Reduced · −12K sh | |
| 30 | Roivant Sciences Ltd SHS | $1.0M | 32.5K | 0.8% | ▼−28% Reduced · −13K sh | |
| 31 | Medtronic PLC SHS | $962K | 11.1K | 0.8% | ▲New New position | |
| 32 | Trevi Therapeutics COM | $939K | 74.4K | 0.8% | ▼−12% Reduced · −10K sh | |
| 33 | Cogent Biosciences COM | $902K | 22.1K | 0.7% | ▼−32% Reduced · −11K sh | |
| 34 | Mineralys Therapeutics COM | $895K | 31.6K | 0.7% | ▼~0% Reduced · −7 sh | |
| 35 | Alnylam Pharmacuetcl COM | $864K | 2.3K | 0.7% | ▼−23% Reduced · −680 sh | |
| 36 | Tarsus Pharmaceuticals COM | $852K | 11.3K | 0.7% | ▼−24% Reduced · −3K sh | |
| 37 | Rapport Therapeutics COM | $835K | 25.4K | 0.7% | ▼−35% Reduced · −14K sh | |
| 38 | Nektar Therapeutics COM NEW | $821K | 10.9K | 0.7% | ▼−20% Reduced · −3K sh | |
| 39 | Syndax Pharmaceutics COM | $787K | 31.7K | 0.7% | ▼−48% Reduced · −30K sh | |
| 40 | Ardelyx Inc COM | $781K | 122.4K | 0.6% | ▲New New position | |
| 41 | Pfizer Inc COM | $772K | 27.5K | 0.6% | ▲+1.3% Added · +350 sh | |
| 42 | Boundless Bio COM | $746K | 678.6K | 0.6% | —Held | |
| 43 | Ascendis Pharma A S SP ADR | $728K | 2.8K | 0.6% | ▼−14% Reduced · −454 sh | |
| 44 | Arrivent Biopharma COM | $720K | 30.0K | 0.6% | ▼−22% Reduced · −8K sh | |
| 45 | Structure Therapeutics SP ADR | $711K | 14.1K | 0.6% | ▼−41% Reduced · −10K sh | |
| 46 | Immatics NV SHS | $693K | 66.8K | 0.6% | ▲+6.0% Added · +4K sh | |
| 47 | Bridgebio Pharma COM | $687K | 8.1K | 0.6% | ▼−27% Reduced · −3K sh | |
| 48 | Ars Pharmaceuticals COM | $677K | 79.2K | 0.6% | ▲+166% Added · +49K sh | |
| 49 | Beone Medicines Ltd SP ADR | $631K | 1.9K | 0.5% | ▼−30% Reduced · −795 sh | |
| 50 | Tectonic Therapeutic COM | $628K | 19.1K | 0.5% | ▼−55% Reduced · −23K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.