SECTORAL ASSET MANAGEMENT INC: 13F holdings
CIK 12744132026Q2
| Positions | 82 |
|---|---|
| Reported value | $143.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CONTINEUM THERAPEUTICS | 727,587 | $11.9m | 8.3% |
| SHOULDER INNOVATIONS | 430,407 | $8.7m | 6.1% |
| LLY ELI LILLY & CO | 6,354 | $7.6m | 5.3% |
| UNH UNITEDHEALTH GRP INC | 13,235 | $5.5m | 3.8% |
| JNJ JOHNSON & JOHNSON | 18,218 | $4.6m | 3.2% |
| ORUKA THERAPEUTICS INC | 41,987 | $4.0m | 2.8% |
| BNTX BIONTECH SE | 41,869 | $3.9m | 2.7% |
| DEFINIUM THERAPEUTICS INC | 78,310 | $3.7m | 2.6% |
| DXCM DEXCOM INC | 50,756 | $3.4m | 2.4% |
| RCUS ARCUS BIOSCIENCES | 110,870 | $3.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1274413")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.