§ 13F · FUND PROFILE
SECTORAL ASSET MANAGEMENT INC.
AUM · $162M (13F)Positions · 82Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CTNM | CONTINEUM THERAPEUTICS | 728K | $12M | 8.3% | ±0% |
| 2 | SI | SHOULDER INNOVATIONS | 430K | $9M | 6.1% | ±0% |
| 3 | LLY | ELI LILLY & CO | 6K | $8M | 5.3% | ±0% |
| 4 | UNH | UNITEDHEALTH GRP INC | 13K | $6M | 3.8% | −12% |
| 5 | JNJ | JOHNSON & JOHNSON | 18K | $5M | 3.2% | ±0% |
| 6 | ORKA | ORUKA THERAPEUTICS INC | 42K | $4M | 2.8% | NEW |
| 7 | BNTX | BIONTECH SE | 42K | $4M | 2.7% | +89% |
| 8 | DFTX | DEFINIUM THERAPEUTICS INC | 78K | $4M | 2.6% | NEW |
| 9 | DXCM | DEXCOM INC | 51K | $3M | 2.4% | +118% |
| 10 | RCUS | ARCUS BIOSCIENCES | 111K | $3M | 2.4% | +146% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SECTORAL SIGNAL
AC read
SECTORAL ASSET MANAGEMENT INC is a Other fund managing $162 million in assets. The fund runs a portfolio of 82 positions.
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