$563 Million is the total value of SECTORAL ASSET MANAGEMENT INC's 106 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HQY | New | HEALTHEQUITY INC | $16,186,000 | – | 240,000 | +100.0% | 2.87% | – |
| BHVN | New | BIOHAVEN PHARMACEUTICAL HOLDING CO | $12,551,000 | – | 105,850 | +100.0% | 2.23% | – |
| OM | New | OUTSET MED INC | $5,051,000 | – | 111,250 | +100.0% | 0.90% | – |
| HALO | New | HALOZYME THERAPEUTICS INC | $5,025,000 | – | 126,000 | +100.0% | 0.89% | – |
| IRTC | New | IRHYTHM TECHNOLOGIES INC | $4,535,000 | – | 28,800 | +100.0% | 0.80% | – |
| IMGN | New | IMMUNOGEN INC | $4,183,000 | – | 878,844 | +100.0% | 0.74% | – |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC | $3,696,000 | – | 222,000 | +100.0% | 0.66% | – |
| APLS | New | APELLIS PHARMACEUTICALS, INC | $3,531,000 | – | 69,500 | +100.0% | 0.63% | – |
| CNC | New | CENTENE CORP DEL | $3,283,000 | – | 39,000 | +100.0% | 0.58% | – |
| AXNX | New | AXONICS | $3,099,000 | – | 49,500 | +100.0% | 0.55% | – |
| MOH | New | MOLINA HEALTHCARE INC | $2,719,000 | – | 8,150 | +100.0% | 0.48% | – |
| CYTK | New | CYTOKINETICS INC | $2,577,000 | – | 70,000 | +100.0% | 0.46% | – |
| CI | New | CIGNA CORP | $2,552,000 | – | 10,650 | +100.0% | 0.45% | – |
| New | JASPER THERAPEUTICS INC | $2,396,000 | – | 675,000 | +100.0% | 0.42% | – | |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $2,045,000 | – | 28,000 | +100.0% | 0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BIOMARIN PHARMAC INC | 42 | Q3 2023 | 6.7% |
| PTC THERAPEUTICS INC | 42 | Q3 2023 | 2.7% |
| DR REDDYS LABS LTD | 42 | Q3 2023 | 2.0% |
| GILEAD SCIENCES INC | 38 | Q3 2023 | 8.4% |
| INCYTE CORPORATION | 38 | Q3 2023 | 5.2% |
| VERTEX PHARMACEUTICL | 38 | Q3 2023 | 6.0% |
| AMICUS THERAPEUTICS INC | 37 | Q3 2023 | 6.6% |
| PFIZER INC | 35 | Q3 2023 | 6.3% |
| MERCK & CO. INC | 34 | Q3 2023 | 6.4% |
| MEDTRONIC PLC | 33 | Q3 2023 | 4.4% |
View SECTORAL ASSET MANAGEMENT INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Aprea Therapeutics, Inc. | February 12, 2021 | 163,681 | 0.8% |
| LA JOLLA PHARMACEUTICAL CO | February 13, 2020 | ? | ? |
| COLLEGIUM PHARMACEUTICAL, INC | February 13, 2018 | 1,426,862 | 4.4% |
| Advaxis, Inc. | February 10, 2017 | 690,074 | 1.7% |
| AMICUS THERAPEUTICS INC | February 10, 2017 | 5,100,198 | 3.6% |
| OncoMed Pharmaceuticals Inc | February 12, 2016 | ? | ? |
| IRONWOOD PHARMACEUTICALS INC | February 13, 2015 | ? | ? |
| SEQUENOM INC | February 12, 2014 | ? | ? |
| INCYTE CORP | February 11, 2014 | 1,185,260 | 0.7% |
| INTERMUNE INC | February 11, 2014 | ? | ? |
View SECTORAL ASSET MANAGEMENT INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| SC 13G/A | 2023-02-13 |
| SC 13G | 2023-02-13 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
View SECTORAL ASSET MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.