2026 Q3 Portfolio Activity
In 2026 Q3, SECTORAL ASSET MANAGEMENT INC maintained a portfolio of 92 distinct positions. The most significant new addition was APNIMED INC, now representing 13.12% of the total fund value. They heavily accumulated shares in ABIVAX SA, increasing the position by 522.3%. Conversely, SECTORAL ASSET MANAGEMENT INC completely exited their position in DEFINIUM THERAPEUTICS INC.
Position History
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Total Positions
92
Quarter
2026 Q3
Top Holding
APMD (13.1%)
Top 10 Concentration
43.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 92
SECTORAL ASSET MANAGEMENT INC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
APMD
APNIMED INC
|
Healthcare | 13.12% | — |
#1
Prev: #—
|
9.5 |
—
|
942,208 | — |
NEW
|
942,208 | $20,643,777 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CTNM
CONTINEUM THERA...
|
Healthcare | 5.88% | 8.32% |
#2
1
Prev: #1
|
4.4 |
—
|
-38,000 | -5.2% |
P
S
|
689,587 | $9,254,258 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
SI
SHOULDER INNOVA...
|
Unknown | 5.17% | 6.09% |
#3
1
Prev: #2
|
3.6 |
—
|
13 | 0.0% |
P
S
|
430,420 | $8,134,938 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 4.90% | 5.32% |
#4
1
Prev: #3
|
3.0 |
—
|
310 | 4.9% |
P
S
|
6,664 | $7,710,781 | 2005 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 3.83% | 3.23% |
#5
Prev: #5
|
4.5 |
—
|
4,540 | 24.9% |
P
S
|
22,758 | $6,024,953 | 2009 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
VRTX
VERTEX PHARMA
|
Healthcare | 2.50% | 1.88% |
#6
11
Prev: #17
|
3.5 |
—
|
2,100 | 38.7% |
P
S
|
7,532 | $3,937,805 | 2004 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 2.33% | 1.82% |
#7
12
Prev: #19
|
2.9 |
—
|
4,035 | 19.6% |
P
S
|
24,655 | $3,674,828 | 2003 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
AMGN
AMGEN INC
|
Healthcare | 2.11% | 2.33% |
#8
3
Prev: #11
|
1.3 |
—
|
-1,350 | -14.7% |
P
S
|
7,860 | $3,313,069 | 2004 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.04% | 2.14% |
#9
5
Prev: #14
|
1.3 |
—
|
100 | 0.8% |
P
S
|
12,300 | $3,217,557 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
DXCM
DEXCOM INC
|
Healthcare | 2.04% | 2.39% |
#10
1
Prev: #9
|
0.8 |
—
|
-13,525 | -26.6% |
P
S
|
37,231 | $3,212,663 | 2008 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
SMMT
SUMMIT THERAPEU...
|
Healthcare | 1.90% | 2.24% |
#11
1
Prev: #12
|
1.3 |
—
|
-43,000 | -19.5% |
P
S
|
177,180 | $2,996,114 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
RCUS
ARCUS BIOSCIENC...
|
Healthcare | 1.90% | 2.39% |
#12
2
Prev: #10
|
1.3 |
—
|
5,063 | 4.6% |
P
S
|
115,933 | $2,994,549 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.90% | 1.94% |
#13
2
Prev: #15
|
1.3 |
—
|
-1,020 | -4.7% |
P
S
|
20,460 | $2,985,210 | 2008 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
BNTX
BIONTECH SE
|
Healthcare | 1.89% | 2.72% |
#14
7
Prev: #7
|
0.8 |
—
|
-11,684 | -27.9% |
P
S
|
30,185 | $2,967,186 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 1.87% | 2.79% |
#15
9
Prev: #6
|
1.2 |
—
|
-6,638 | -15.8% |
P
S
|
35,349 | $2,944,218 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 1.73% | 1.55% |
#16
9
Prev: #25
|
3.2 |
—
|
57,371 | 47.8% |
P
S
|
177,294 | $2,717,917 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
INSM
INSMED INC
|
Healthcare | 1.72% | 1.73% |
#17
3
Prev: #20
|
1.2 |
—
|
490 | 2.1% |
P
S
|
23,706 | $2,705,803 | 2013 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
AVBP
ARRIVENT BIOPHA...
|
Healthcare | 1.68% | 1.92% |
#18
2
Prev: #16
|
2.7 |
—
|
8,300 | 10.5% |
P
S
|
87,343 | $2,644,746 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 1.68% | — |
#19
Prev: #—
|
4.2 |
—
|
105,757 | — |
NEW
|
105,757 | $2,638,637 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ARGX
ARGENX SE
|
Healthcare | 1.63% | 1.83% |
#20
2
Prev: #18
|
1.2 |
—
|
-155 | -5.5% |
P
S
|
2,676 | $2,566,043 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IRTC
IRHYTHM HOLDING...
|
Healthcare | 1.63% | 2.16% |
#21
8
Prev: #13
|
1.2 |
—
|
-3,500 | -13.4% |
P
S
|
22,570 | $2,565,306 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ATEC
ALPHATEC HLDGS ...
|
Healthcare | 1.61% | 1.12% |
#22
11
Prev: #33
|
3.1 |
—
|
60,250 | 32.4% |
P
S
|
246,150 | $2,540,268 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
N/A
CRESCENT BIOPHA...
|
|
Unknown | 1.55% | 1.52% |
#23
3
Prev: #26
|
3.1 |
—
|
46,300 | 38.2% |
P
S
|
167,600 | $2,445,284 | — | 13F Filing | 2026-09-30 | 2026-11-13 | ||
|
BRVE
BRAVEHEART BIO ...
|
Healthcare | 1.54% | — |
#24
Prev: #—
|
4.1 |
—
|
119,743 | — |
NEW
|
119,743 | $2,418,809 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.52% | 1.62% |
#25
3
Prev: #22
|
1.1 |
—
|
19 | 0.3% |
P
S
|
5,869 | $2,386,511 | 2007 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.45% | 3.84% |
#26
22
Prev: #4
|
0.6 |
—
|
-7,027 | -53.1% |
P
S
|
6,208 | $2,278,833 | 2003 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.38% | 0.94% |
#27
10
Prev: #37
|
3.1 |
—
|
700 | 32.3% |
P
S
|
2,869 | $2,175,477 | 2012 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
SYK
STRYKER CORP
|
Healthcare | 1.37% | 1.57% |
#28
4
Prev: #24
|
2.5 |
—
|
700 | 9.8% |
P
S
|
7,829 | $2,160,859 | 2008 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
DHR
DANAHER CORP
|
Healthcare | 1.35% | 1.28% |
#29
1
Prev: #30
|
1.5 |
—
|
no change | no change |
P
S
|
9,597 | $2,128,905 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ROIV
ROIVANT SCIENCE...
|
Healthcare | 1.35% | 1.51% |
#30
3
Prev: #27
|
1.0 |
—
|
-3,000 | -4.9% |
P
S
|
58,100 | $2,124,717 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IMTX
IMMATICS NV
|
Healthcare | 1.26% | 1.59% |
#31
8
Prev: #23
|
1.0 |
—
|
1,057 | 0.5% |
P
S
|
225,985 | $1,984,148 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.25% | 1.23% |
#32
1
Prev: #31
|
1.0 |
—
|
-600 | -17.1% |
P
S
|
2,908 | $1,964,203 | 2010 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IQV
IQVIA HOLDINGS ...
|
Healthcare | 1.20% | 1.46% |
#33
5
Prev: #28
|
0.5 |
—
|
-3,834 | -35.3% |
P
S
|
7,014 | $1,885,714 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 1.16% | 0.49% |
#34
17
Prev: #51
|
3.5 |
—
|
5,075 | 219.7% |
P
S
|
7,385 | $1,822,175 | 2006 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ABT
ABBOTT LABS
|
Healthcare | 1.14% | 1.14% |
#35
3
Prev: #32
|
1.5 |
—
|
no change | no change |
P
S
|
18,080 | $1,786,846 | 2008 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TECX
TECTONIC THERAP...
|
Healthcare | 1.07% | 1.70% |
#36
15
Prev: #21
|
0.9 |
—
|
1,583 | 2.2% |
P
S
|
72,592 | $1,690,668 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
PFE
PFIZER INC
|
Healthcare | 1.04% | 0.46% |
#37
16
Prev: #53
|
3.4 |
—
|
30,000 | 109.1% |
P
S
|
57,500 | $1,639,900 | 2004 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
QURE
UNIQURE N.V.
|
Healthcare | 0.96% | — |
#38
Prev: #—
|
3.9 |
—
|
62,425 | — |
NEW
|
62,425 | $1,508,188 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 0.93% | 0.52% |
#39
9
Prev: #48
|
3.4 |
—
|
1,325 | 96.7% |
P
S
|
2,695 | $1,460,394 | 2008 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 0.92% | 0.22% |
#40
30
Prev: #70
|
3.4 |
—
|
12,221 | 522.3% |
P
S
|
14,561 | $1,441,830 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TMDX
TRANSMEDICS GRO...
|
Healthcare | 0.85% | 1.02% |
#41
6
Prev: #35
|
0.3 |
—
|
-6,000 | -27.3% |
P
S
|
15,950 | $1,331,028 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
PLSE
PULSE BIOSCIENC...
|
Healthcare | 0.83% | 1.31% |
#42
13
Prev: #29
|
0.3 |
—
|
-41,725 | -61.5% |
P
S
|
26,170 | $1,306,406 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 0.71% | 0.94% |
#43
5
Prev: #38
|
0.8 |
—
|
41 | 0.3% |
P
S
|
13,041 | $1,117,483 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MRNA
MODERNA INC
|
Healthcare | 0.65% | 0.21% |
#44
28
Prev: #72
|
2.8 |
—
|
950 | 21.8% |
P
S
|
5,300 | $1,020,621 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 0.64% | 0.97% |
#45
9
Prev: #36
|
0.8 |
—
|
-1,041 | -6.4% |
P
S
|
15,289 | $1,007,698 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.61% | 0.61% |
#46
2
Prev: #44
|
1.2 |
—
|
no change | no change |
P
S
|
11,100 | $965,811 | 2003 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
VERA
VERA THERAPEUTI...
|
Healthcare | 0.59% | 0.77% |
#47
5
Prev: #42
|
2.2 |
—
|
3,000 | 11.7% |
P
S
|
28,573 | $922,622 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 0.50% | — |
#48
Prev: #—
|
3.7 |
—
|
2,006 | — |
NEW
|
2,006 | $779,973 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
BMY
BRISTOL MYERS S...
|
Healthcare | 0.48% | 0.85% |
#49
8
Prev: #41
|
0.2 |
—
|
-9,089 | -43.0% |
P
S
|
12,061 | $752,606 | 2003 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CNC
CENTENE CORP DE...
|
Healthcare | 0.48% | 0.54% |
#50
3
Prev: #47
|
0.7 |
—
|
40 | 0.3% |
P
S
|
12,040 | $747,925 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 |
Showing 1-50 of 92 holdings