SECTORAL ASSET MANAGEMENT INC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$246M
Signature - Title
Marina Lalakin - Chief Compliance Officer
Location
1010 Sherbrooke St., West, Suite 1610, Montreal, Quebec, Canada
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 97 $246M +$42.7M -$36.1M +$6.64M LLY, LENZ, CTNM, UNH, MRK 13F-HR 8/13/2024, 09:43 AM
Q1 2024 91 $252M +$76.9M -$71.5M +$5.41M LENZ, LLY, BOLD, UNH, MRK 13F-HR 5/14/2024, 02:11 PM
Q4 2023 104 $232M +$41.7M -$385M -$344M LLY, UNH, MRK, JNJ, AMGN 13F-HR 2/14/2024, 06:00 AM
Q3 2023 136 $514M +$86.9M -$114M -$27.3M BMRN, LLY, OPCH, CNMD, PRVA 13F-HR 11/14/2023, 06:00 AM
Q2 2023 121 $600M +$122M -$61.5M +$60.3M RCM, EVH, PRVA, APLS, RDNT 13F-HR 8/11/2023, 03:53 PM
Q1 2023 118 $520M +$77.7M -$40.4M +$37.3M EVH, RCM, SWAV, UNH, BMRN 13F-HR 5/12/2023, 01:52 PM
Q4 2022 120 $517M +$94.7M -$52.7M +$42M EVH, HQY, RCM, BMRN, UNH 13F-HR 2/10/2023, 09:00 AM
Q3 2022 109 $508M +$75.8M -$33.5M +$42.3M UNH, HQY, BMRN, EVH, NARI 13F-HR 11/10/2022, 08:35 AM
Q2 2022 112 $496M +$99.8M -$63.5M +$36.3M UNH, HQY, RCM, NARI, JNJ 13F-HR 8/15/2022, 10:25 AM
Q1 2022 106 $563M +$111M -$46.2M +$64.6M UNH, HQY, NARI, ATRC, SYNH 13F-HR 5/10/2022, 03:58 PM
Q4 2021 108 $664M +$118M -$368M -$250M ARNA, EFTR, OCDX, SYNH, ATRC 13F-HR 2/11/2022, 08:13 AM
Q3 2021 127 $1.2B +$285M -$274M +$10.6M EFTR, EVH, SYNH, RCUS, ARVN 13F-HR 11/15/2021, 09:26 AM
Q2 2021 127 $1.24B +$338M -$366M -$27.3M TFX, EVH, ATRC, OCDX, INSM 13F-HR 8/16/2021, 08:48 AM
Q1 2021 113 $1.32B +$448M -$576M -$128M AVIR, EVH, NVAX, OCDX, TFX 13F-HR 5/14/2021, 07:45 AM
Q4 2020 97 $1.42B +$437M -$171M +$266M AVIR, ARVN, TNDM, TDOC, LH 13F-HR 2/12/2021, 10:48 AM
Q3 2020 88 $1.16B +$372M -$125M +$247M IMMU, PPD, LH, PTCT, ARNA 13F-HR 11/13/2020, 03:04 PM
Q2 2020 191 $1.09B +$564M -$106M +$458M APREXXXX, HRC, PTCT, FOLD, CNC 13F-HR 8/13/2020, 09:31 AM
Q1 2020 65 $521M +$89.7M -$110M -$19.8M APREXXXX, TDOC, BMRN, BSX, FOLD 13F-HR 5/13/2020, 10:13 AM
Q4 2019 65 $670M +$233M -$136M +$97.3M APREXXXX, TDOC, BSX, TNDM, FOLD 13F-HR 2/12/2020, 08:55 AM
Q3 2019 63 $580M +$75.6M -$136M -$60.1M TDOC, FOLD, TNDM, APLS, WMGI 13F-HR 11/14/2019, 09:31 AM
Q2 2019 92 $836M +$87M -$54.3M +$32.7M SWAV, FOLD, APLS, ARRY, TDOC 13F-HR 8/14/2019, 02:45 PM
Q1 2019 106 $831M +$165M -$161M +$4.27M FOLD, AERI, ALNY, APLS, TDOC 13F-HR 5/14/2019, 12:53 PM
Q4 2018 103 $735M +$151M -$76.7M +$74.7M FOLD, AERI, ALNY, TDOC, ARRY 13F-HR 2/12/2019, 02:49 PM
Q3 2018 167 $942M +$220M -$124M +$95.4M FOLD, AERI, APLS, ALNY, LJPC 13F-HR 11/14/2018, 03:30 PM
Q2 2018 66 $891M +$156M -$190M -$34.3M FOLD, AERI, APLS, LJPC, PTLA 13F-HR 8/13/2018, 04:17 PM
Q1 2018 68 $912M +$247M -$81.5M +$166M FOLD, APLS, LJPC, BMRN, COLL 13F-HR 5/15/2018, 09:09 AM
Q4 2017 67 $800M +$204M -$111M +$93.6M FOLD, APLS, ACAD, NVS, PFE 13F-HR 2/13/2018, 04:19 PM
Q3 2017 62 $776M +$151M -$233M -$81.9M FOLD, PFE, NVS, ACAD, JNJ 13F-HR 11/14/2017, 11:42 AM
Q2 2017 61 $914M +$205M -$139M +$66.3M PFE, JNJ, MRK, NVS, MDT 13F-HR 8/14/2017, 02:40 PM
Q1 2017 65 $856M +$224M -$295M -$71.6M MRK, JNJ, PFE, NBIX, NVS 13F-HR 5/15/2017, 03:15 PM
Q4 2016 55 $903M +$233M -$63.5M +$169M MRK, PFE, LLY, CELG, BMRN 13F-HR 2/10/2017, 09:07 AM
Q3 2016 56 $1.02B +$171M -$71.6M +$99.6M MRK, PFE, CELG, LLY, MDT 13F-HR 11/10/2016, 03:28 PM
Q2 2016 62 $966M +$135M -$808M -$673M NBIX, MRK, PFE, LLY, CELG 13F-HR 8/12/2016, 10:57 AM
Q1 2016 81 $2.07B +$498M -$158M +$340M CELG, GILD, BMRN, AMGN, ALXN 13F-HR 5/13/2016, 12:34 PM
Q4 2015 75 $2.35B +$379M -$207M +$172M GILD, ALXN, BMRN, CELG, REGN 13F-HR 2/12/2016, 09:10 AM
Q3 2015 77 $2.18B +$380M -$108M +$272M BIIB, GILD, CELG, REGN, ALXN 13F-HR 11/13/2015, 12:23 PM
Q2 2015 91 $2.4B +$403M -$567M -$164M BIIB, GILD, CELG, BMRN, ALXN 13F-HR 8/13/2015, 09:52 AM
Q1 2015 77 $2.63B +$540M -$115M +$425M BIIB, BMRN, CELG, GILD, INCY 13F-HR 5/14/2015, 02:09 PM
Q4 2014 64 $2.23B +$252M -$484M -$232M BIIB, AMGN, CELG, BMRN, INCY 13F-HR 2/13/2015, 12:54 PM
Q3 2014 66 $2.38B +$264M -$224M +$39.9M BIIB, AMGN, GILD, CELG, BMRN 13F-HR 11/13/2014, 09:21 AM
Q2 2014 64 $2.36B +$338M -$348M -$10.3M BIIB, AMGN, GILD, CELG, VRTX 13F-HR 8/14/2014, 04:37 PM
Q1 2014 64 $2.43B +$355M -$227M +$128M AMGN, BIIB, GILD, TMO, REGN 13F-HR 5/14/2014, 10:35 AM
Q4 2013 59 $2.32B BIIB, GILD, AMGN, CELG, VRTX 13F-HR 2/11/2014, 05:15 PM