SECTORAL ASSET MANAGEMENT INC SPRY — SILVERBACK THERAPEUT

Ownership history in SECTORAL ASSET MANAGEMENT INC  ·  15 quarters on record

AI Ownership Summary

SECTORAL ASSET MANAGEMENT INC reported SILVERBACK THERAPEUT (SPRY) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.98% in 2025 Q1. The latest visible filing shows SPRY at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPRY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SECTORAL ASSET MANAGEMENT INC's position in SILVERBACK THERAPEUT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPRY was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPRY stock page SECTORAL ASSET MANAGEMENT INC fund profile SECTORAL ASSET MANAGEMENT INC full holdings
How SECTORAL ASSET MANAGEMENT INC held SPRY — position size vs. price
% of Fund (quarterly)    SPRY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 79,150 +49,347 +165.6% 0.56% $677K 2026-05-15 $7.43
2025 Q4 REDUCED 63.6% -31.1% ✅ 29,803 -51,982 -63.6% 0.28% $347K 2026-02-09 $9.79
2025 Q3 ADDED — — — 81,785 +16,000 +24.3% 0.51% $822K 2025-11-14 $8.21
2025 Q2 REDUCED 34.3% -44.3% ✅ 65,785 -34,420 -34.3% 0.76% $1.1M 2025-08-14 $14.47
2025 Q1 REDUCED 5.5% +38.7% ❌ 100,205 -5,802 -5.5% 0.98% $1.3M 2025-05-15 $12.19
2024 Q4 ADDED — — — 106,007 +7,367 +7.5% 0.75% $1.1M 2025-02-14 $12.02
2024 Q3 REDUCED 58.4% -26.8% ✅ 98,640 -138,297 -58.4% 0.84% $1.4M 2024-11-14 $14.11
2024 Q2 ADDED — — — 236,937 +32,500 +15.9% 0.82% $2.0M 2024-08-13 $13.06
2024 Q1 REDUCED 42.4% -14.6% ✅ 204,437 -150,204 -42.4% 0.82% $2.1M 2024-05-14 $8.98
2023 Q4 REDUCED 66.2% +72.8% ❌ 354,641 -694,550 -66.2% 0.84% $1.9M 2024-02-14 $7.10
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPRY

As of 2026 Q1 — sorted by position size

SR ONE CAPITAL MANAGEMENT, LP 3Y 3.52% Tyro Capital Management LLC 2.59% ORBIMED ADVISORS LLC 3Y 7Y 1.32% RA CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.92% DEERFIELD MANAGEMENT COMPANY, L.P. 3Y 7Y 0.71% INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3Y 0.69% Rubric Capital Management LP 3Y 7Y 0.68% ADAR1 Capital Management, LLC 0.64% AMERICAN ASSETS INC 3Y 7Y 0.57% Tejara Capital Ltd 3Y 0.56%

FAQ About SECTORAL ASSET MANAGEMENT INC and SPRY

These are the practical questions this page is built to answer before you even open the full history table.

How long has SECTORAL ASSET MANAGEMENT INC reported owning SPRY?

SECTORAL ASSET MANAGEMENT INC reported SPRY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPRY position in SECTORAL ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for SPRY was 0.98% in 2025 Q1.

What is the latest reported SPRY position on this page?

The most recent filing on this page is 2026 Q1, when SECTORAL ASSET MANAGEMENT INC reported 79,150 shares, equal to 0.56% of portfolio, with an estimated market value of $677K.

What does the chart on this SPRY ownership page compare?

The chart compares SECTORAL ASSET MANAGEMENT INC's quarterly SPRY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SECTORAL ASSET MANAGEMENT INC time their SPRY position?

Based on 13F filing dates vs. subsequent SPRY price moves, SECTORAL ASSET MANAGEMENT INC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on SPRY relative to SPY over the holding period was -12.3%.

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