Titelia

Holdings of SECTORAL ASSET MANAGEMENT INC

71 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 49.8 % of the equity sleeve

Sector breakdown

  • Health care 52.4 %
  • Industrials 0.5 %
  • Materials 0.2 %
  • Unattributed 46.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.6 %
  • NL 2.3 %
  • DE 1.8 %
  • DK 0.6 %
  • BE 0.4 %
  • FR 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US66110.5M $94.62 %
2NL12.7M $2.34 %
3DE12M $1.75 %
4DK1728.3K $0.62 %
5BE1477.3K $0.41 %
6FR1297.9K $0.26 %

Positions

RankCompanySharesValueWeight
1Evommune Inc 589,00513.5M $
2Contineum Therapeutics Inc 727,5879.5M $
3Shoulder Innovations Inc 430,4076.3M $
4Eli Lilly & Co 6,3545.8M $
5Johnson & Johnson 18,2184.5M $
6Gilead Sciences Inc 27,4904.1M $
7UnitedHealth Group Inc 14,9574M $
8Amgen Inc 9,2103.5M $
9Vertex Pharmaceuticals Inc 7,0073.5M $
10Insmed Inc 19,6683.4M $
11Argenx SE 3,5642.7M $
12AbbVie Inc 12,2002.7M $
13Abbott Laboratories 25,5782.6M $
14Merck & Co Inc 21,4802.6M $
15Regeneron Pharmaceuticals, Inc. 2,9192.5M $
16Intuitive Surgical Inc 5,2502.4M $
17Boston Scientific Corp 34,7802.2M $
18BioNTech SE 22,1642M $
19Stryker Corp 5,8741.9M $
20Danaher Corp 9,5971.8M $
21Thermo Fisher Scientific Inc 3,5081.7M $
22Dexcom Inc 23,2311.5M $
23IQVIA Holdings Inc 8,3071.4M $
24Summit Therapeutics Inc 69,6151.4M $
25Edwards Lifesciences Corp 17,3381.4M $
26Bristol-Myers Squibb Co 21,1501.3M $
27United Therapeutics Corp 1,7101.1M $
28Vera Therapeutics Inc 25,5731.1M $
29Arcus Biosciences Inc 45,0701M $
30Trevi Therapeutics Inc 74,446939.5K $
31Cogent Biosciences Inc 22,140902.4K $
32Mineralys Therapeutics Inc 31,618895.1K $
33Alnylam Pharmaceuticals Inc 2,310864.2K $
34Tarsus Pharmaceuticals Inc 11,272852.5K $
35Rapport Therapeutics Inc 25,421835K $
36Nektar Therapeutics 10,851820.7K $
37Syndax Pharmaceuticals Inc 31,680787.5K $
38Ardelyx Inc 122,394781.1K $
39Pfizer Inc 27,500772.2K $
40BOUNDLESS BIO INC 678,574746.4K $
41Ascendis Pharma A/S 2,800728.3K $
42ArriVent Biopharma Inc 30,013720.4K $
43Structure Therapeutics Inc 14,102710.8K $
44Bridgebio Pharma Inc 8,100687.3K $
45ARS Pharmaceuticals Inc 79,150676.7K $
46BEONE MEDICINES LTD 1,870631.1K $
47Tectonic Therapeutic Inc 19,059628.2K $
48Ionis Pharmaceuticals Inc 7,200617.2K $
49BioMarin Pharmaceutical Inc 9,450607.3K $
50Kura Oncology Inc 71,480606K $
51Privia Health Group Inc 27,136558.2K $
52Cytokinetics Inc 7,300544.6K $
53PTC Therapeutics Inc 6,650515.1K $
54AGOMAB THERAPEUTICS SA 43,500477.3K $
55Alignment Healthcare Inc 26,911474.2K $
56Hinge Health Inc 12,244472.1K $
57RadNet Inc 7,999447.1K $
58Biogen Inc 1,850385.9K $
59Inspire Medical Systems Inc 7,225372.7K $
60Neurocrine Biosciences Inc 2,300343.8K $
61ORIC Pharmaceuticals Inc 23,500332.7K $
62Omada Health Inc 25,620322K $
63Abivax SA 2,340297.9K $
64Illumina Inc 2,132296.1K $
65Axsome Therapeutics Inc 1,500289.9K $
66Incyte Corp 2,350254.1K $
67Moderna Inc 4,350247.9K $
68Medpace Holdings Inc 430228.1K $
69Guardant Health Inc 1,980205.5K $
70Revolution Medicines Inc 1,830202.3K $
71Palisade Bio Inc 88,000172.4K $