Sectoral Asset Management Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Sectoral Asset Management Inc. reported 86 stock positions worth $149.8 million. Its top holding was Lenz Therapeutics (LENZ) at 18.8% of the portfolio, followed by Contineum Therapeutics Class A (CTNM, 7.8%) and Eli Lilly (LLY, 6.5%). Compared with Q3 2024, it opened 9 new positions, sold out of 13, added to 16 and reduced 55. The biggest buy was Amgen (AMGN, shares +77%) and the biggest sale Contineum Therapeutics Class A (CTNM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001274413
- Portfolio Value
- $149.8M (Q4 2024)
- SEC Filing
- 0001104659-25-013709 ↗ filed Feb 14, 2025
Holdings Value
Holdings 86 stocks · $149.8M
| LENZ Lenz Therapeutics Inc. | 18.83% | 977,245 | $28.2M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 7.83% | 800,787 | $11.7M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 6.46% | 12,546 | $9.7M | Add +14.1% |
| UNH Unitedhealth Group Inc. | 4.94% | 14,625 | $7.4M | Add +11.4% |
| GILD Gilead Sciences Inc. | 3.16% | 51,310 | $4.7M | Reduce -16.0% |
| MLYS Mineralys Therapeutics Inc. | 3.13% | 380,883 | $4.7M | Add +15.6% |
| ABBV Abbvie Inc. | 2.23% | 18,800 | $3.3M | Add +19.0% |
| JNJ Johnson & Johnson | 2.21% | 22,900 | $3.3M | Reduce -11.6% |
| AMGN Amgen Inc. | 2.18% | 12,550 | $3.3M | Add +77.0% |
| BSX Boston Scientific Corp. | 1.94% | 32,526 | $2.9M | Reduce -1.5% |
| ABT Abbott Laboratories | 1.84% | 24,398 | $2.8M | Add +25.8% |
| BMY Bristol-Myers Squibb Co. | 1.66% | 44,000 | $2.5M | Reduce -12.0% |
| TMO Thermo Fisher Scientific Inc. | 1.65% | 4,750 | $2.5M | Reduce -9.5% |
| MRK Merck & Co. Inc. | 1.63% | 24,500 | $2.4M | Add +2.1% |
| REGN Regeneron Pharmaceuticals | 1.62% | 3,400 | $2.4M | No change |
| SYK Stryker Corp. | 1.54% | 6,400 | $2.3M | Reduce -14.1% |
| BNTX Biontech SE-ADR | 1.44% | 18,950 | $2.2M | Add +44.0% |
| MDT Medtronic PLC | 1.41% | 26,350 | $2.1M | Reduce -10.2% |
| ARGX Argenx SE - ADR | 1.41% | 3,430 | $2.1M | Reduce -14.2% |
| PFE Pfizer Inc. | 1.38% | 77,650 | $2.1M | Reduce -32.3% |
| BOLD Boundless Bio Inc. | 1.31% | 678,574 | $2.0M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 1.30% | 8,300 | $2.0M | Reduce -14.3% |
| BMRN Biomarin Pharmaceutical Inc. | 1.29% | 29,400 | $1.9M | Reduce -20.3% |
| DHR Danaher Corp. | 1.12% | 7,275 | $1.7M | Add +52.4% |
| NBIX Neurocrine Biosciences Inc. | 1.08% | 11,800 | $1.6M | Reduce -5.7% |
| ISRG Intuitive Surgical Inc. | 1.06% | 3,050 | $1.6M | No change |
| PCVX Vaxcyte Inc. | 1.04% | 18,950 | $1.6M | Add +30.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.99% | 3,670 | $1.5M | Reduce -24.2% |
| SRPT Sarepta Therapeutics Inc. | 0.89% | 11,020 | $1.3M | Reduce -10.5% |
| GPCR Structure Therapeutics Inc. | 0.89% | 49,250 | $1.3M | Add +101.9% |
| MLTX Moonlake Immunotherapeutics | 0.86% | 23,687 | $1.3M | Reduce -13.1% |
| FOLD Amicus Therapeutics Inc. | 0.85% | 135,620 | $1.3M | Reduce -4.0% |
| QURE Uniqure NV | 0.84% | 71,500 | $1.3M | Reduce -53.3% |
| ZLAB Zai Lab Ltd.-ADR | 0.78% | 44,800 | $1.2M | Reduce -38.5% |
| CYTK Cytokinetics Inc. | 0.77% | 24,500 | $1.2M | Reduce -14.3% |
| HCAT Health Catalyst Inc. | 0.76% | 160,000 | $1.1M | New |
| TARS Tarsus Pharmaceuticals Inc. | 0.75% | 20,300 | $1.1M | Add +79.7% |
| SPRY Ars Pharmaceuticals Inc. | 0.75% | 106,007 | $1.1M | Add +7.5% |
| BPMC Blueprint Medicines Corp. | 0.73% | 12,560 | $1.1M | Reduce -15.8% |
| RCUS Arcus Biosciences Inc. | 0.69% | 69,552 | $1.0M | Reduce -7.9% |
| PRVA Privia Health Group Inc. | 0.68% | 52,000 | $1.0M | New |
| CVS CVS Health Corp. | 0.66% | 22,000 | $988K | Reduce -13.7% |
| LEGN Legend Biotech Corp.-ADR | 0.65% | 29,800 | $970K | Add +9.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.64% | 14,650 | $960K | Reduce -31.4% |
| CLOV Clover Health Investments Co. | 0.58% | 275,000 | $866K | New |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 8,000 | $803K | Reduce -47.4% |
| NARI Inari Medical Inc. | 0.52% | 15,153 | $774K | Reduce -39.4% |
| CI The Cigna Group | 0.41% | 2,250 | $621K | New |
| IOVA Iovance Biotherapeutics Inc. | 0.40% | 81,500 | $603K | New |
| BIIB Biogen Inc. | 0.39% | 3,852 | $589K | Reduce -36.1% |
| ILMN Illumina Inc. | 0.39% | 4,370 | $584K | Reduce -23.9% |
| EW Edwards Lifesciences Corp. | 0.39% | 7,850 | $581K | Reduce -69.6% |
| ARVN Arvinas Inc. | 0.39% | 30,150 | $578K | Reduce -34.2% |
| COGT Cogent Biosciences Inc. | 0.38% | 73,800 | $576K | Reduce -12.6% |
| SMMT Summit Therapeutics Inc. | 0.36% | 30,000 | $535K | Add +12.4% |
| ENGN Engene Holdings Inc. | 0.35% | 78,919 | $525K | Reduce -16.2% |
| INSM Insmed Inc. | 0.34% | 7,371 | $509K | Reduce -23.9% |
| RCKT Rocket Pharmaceuticals Inc. | 0.34% | 40,183 | $505K | Reduce -7.4% |
| ITCI Intra-Cellular Therapies Inc. | 0.27% | 4,900 | $409K | Reduce -23.8% |
| ROIV Roivant Sciences Ltd. | 0.27% | 34,500 | $408K | Reduce -23.6% |
| HUM Humana Inc. | 0.27% | 1,581 | $401K | Reduce -27.5% |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.25% | 2,010 | $371K | Reduce -23.8% |
| OLMA Olema Pharmaceuticals Inc. | 0.24% | 61,650 | $359K | Reduce -6.6% |
| BBIO Bridgebio Pharma Inc. | 0.21% | 11,500 | $316K | Reduce -23.8% |
| MEDP Medpace Holdings Inc. | 0.18% | 830 | $276K | Reduce -23.6% |
| PTCT PTC Therapeutics Inc. | 0.17% | 5,800 | $262K | Reduce -23.7% |
| TSBX Turnstone Biologics Corp. | 0.17% | 517,648 | $257K | No change |
| IONS Ionis Pharmaceuticals Inc. | 0.17% | 7,200 | $252K | Reduce -23.7% |
| VERA Vera Therapeutics Inc. | 0.16% | 5,700 | $241K | Reduce -23.3% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.15% | 4,400 | $225K | Reduce -24.1% |
| GERN Geron Corp. | 0.15% | 63,500 | $225K | Add +38.0% |
| ASND Ascendis Pharma A/S | 0.15% | 1,600 | $220K | Reduce -25.3% |
| JAZZ Jazz Pharmaceuticals PLC | 0.14% | 1,750 | $216K | Reduce -23.0% |
| RVMD Revolution Medicines Inc. | 0.14% | 4,900 | $214K | Reduce -23.8% |
| UTHR United Therapeutics Corp. | 0.14% | 595 | $210K | Reduce -43.9% |
| SWTX Springworks Therapeutics Inc. | 0.13% | 5,500 | $199K | Reduce -45.0% |
| VTRS Viatris Inc. | 0.13% | 15,600 | $194K | Reduce -39.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 2,200 | $189K | No change |
| RPRX Royalty Pharma PLC Class A | 0.12% | 7,200 | $184K | Reduce -56.2% |
| MRNA Moderna Inc. | 0.12% | 4,350 | $181K | Reduce -68.8% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.12% | 570 | $176K | Reduce -45.5% |
| INCY Incyte Corp. | 0.12% | 2,500 | $173K | New |
| CRGX Cargo Therapeutics Inc. | 0.08% | 8,500 | $123K | New |
| EXEL Exelixis Inc. | 0.08% | 3,500 | $117K | Reduce -68.2% |
| AXSM Axsome Therapeutics Inc. | 0.05% | 820 | $69K | New |
| IOBTQ Io Biotech Inc. | 0.05% | 75,000 | $69K | New |
Portfolio Sells Q3 2024 → Q4 2024
| CTNM Contineum Therapeutics Inc. Class A | Reduce -0.0% | 7.83% | −1.22 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −1.06 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.86 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -31.4% | 0.64% | −0.82 |
| ICLR Icon PLC | Sold out | 0.00% | −0.78 |
| OPCH Option Care Health Inc. | Sold out | 0.00% | −0.74 |
| EVH Evolent Health Inc. Class A | Sold out | 0.00% | −0.65 |
| EW Edwards Lifesciences Corp. | Reduce -69.6% | 0.39% | −0.62 |
| PFE Pfizer Inc. | Reduce -32.3% | 1.38% | −0.58 |
| GDRX Goodrx Holdings Inc. Class A | Sold out | 0.00% | −0.48 |
| MRNA Moderna Inc. | Reduce -68.8% | 0.12% | −0.43 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.42 |
| SGOV iShares 0-3 Month Treasury B | Reduce -47.4% | 0.54% | −0.37 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -24.2% | 0.99% | −0.34 |
| BIIB Biogen Inc. | Reduce -36.1% | 0.39% | −0.30 |
| CVS CVS Health Corp. | Reduce -13.7% | 0.66% | −0.29 |
| ARVN Arvinas Inc. | Reduce -34.2% | 0.39% | −0.28 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -14.3% | 1.30% | −0.27 |
| JNJ Johnson & Johnson | Reduce -11.6% | 2.21% | −0.27 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.5% | 1.65% | −0.27 |
| ZLAB Zai Lab Ltd.-ADR | Reduce -38.5% | 0.78% | −0.26 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -20.3% | 1.29% | −0.24 |
| OLMA Olema Pharmaceuticals Inc. | Reduce -6.6% | 0.24% | −0.23 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −0.18 |
| CATX Perspective Therapeutics Inc. | Sold out | 0.00% | −0.16 |
| COGT Cogent Biosciences Inc. | Reduce -12.6% | 0.38% | −0.15 |
| RPRX Royalty Pharma PLC Class A | Reduce -56.2% | 0.12% | −0.15 |
| MDT Medtronic PLC | Reduce -10.2% | 1.41% | −0.15 |
| HUM Humana Inc. | Reduce -27.5% | 0.27% | −0.14 |
| RCKT Rocket Pharmaceuticals Inc. | Reduce -7.4% | 0.34% | −0.14 |
| CYTK Cytokinetics Inc. | Reduce -14.3% | 0.77% | −0.12 |
| ONC Beone Medicines Ltd.-ADR | Reduce -23.8% | 0.25% | −0.10 |
| ITOS Iteos Therapeutics Inc. | Sold out | 0.00% | −0.09 |
| NARI Inari Medical Inc. | Reduce -39.4% | 0.52% | −0.09 |
| EXEL Exelixis Inc. | Reduce -68.2% | 0.08% | −0.09 |
| UTHR United Therapeutics Corp. | Reduce -43.9% | 0.14% | −0.08 |
| BPMC Blueprint Medicines Corp. | Reduce -15.8% | 0.73% | −0.08 |
| INSM Insmed Inc. | Reduce -23.9% | 0.34% | −0.08 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.07 |
| ADCT Adc Therapeutics SA | Sold out | 0.00% | −0.07 |
| KYTX Kyverna Therapeutics Inc. | Sold out | 0.00% | −0.07 |
| SWTX Springworks Therapeutics Inc. | Reduce -45.0% | 0.13% | −0.06 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -23.7% | 0.17% | −0.06 |
| ILMN Illumina Inc. | Reduce -23.9% | 0.39% | −0.05 |
| SYK Stryker Corp. | Reduce -14.1% | 1.54% | −0.05 |
| VTRS Viatris Inc. | Reduce -39.2% | 0.13% | −0.05 |
| ASND Ascendis Pharma A/S | Reduce -25.3% | 0.15% | −0.04 |
| FOLD Amicus Therapeutics Inc. | Reduce -4.0% | 0.85% | −0.04 |
| ROIV Roivant Sciences Ltd. | Reduce -23.6% | 0.27% | −0.04 |
| VERA Vera Therapeutics Inc. | Reduce -23.3% | 0.16% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| AMGN Amgen Inc. | Add +77.0% | 2.18% | +0.83 |
| MLYS Mineralys Therapeutics Inc. | Add +15.6% | 3.13% | +0.77 |
| HCAT Health Catalyst Inc. | New | 0.76% | +0.76 |
| LLY Eli Lilly & Co. | Add +14.1% | 6.46% | +0.71 |
| PRVA Privia Health Group Inc. | New | 0.68% | +0.68 |
| CLOV Clover Health Investments Co. | New | 0.58% | +0.58 |
| ABT Abbott Laboratories | Add +25.8% | 1.84% | +0.54 |
| TARS Tarsus Pharmaceuticals Inc. | Add +79.7% | 0.75% | +0.53 |
| BNTX Biontech SE-ADR | Add +44.0% | 1.44% | +0.52 |
| CI The Cigna Group | New | 0.41% | +0.41 |
| UNH Unitedhealth Group Inc. | Add +11.4% | 4.94% | +0.41 |
| IOVA Iovance Biotherapeutics Inc. | New | 0.40% | +0.40 |
| ABBV Abbvie Inc. | Add +19.0% | 2.23% | +0.39 |
| DHR Danaher Corp. | Add +52.4% | 1.12% | +0.33 |
| GPCR Structure Therapeutics Inc. | Add +101.9% | 0.89% | +0.26 |
| INCY Incyte Corp. | New | 0.12% | +0.12 |
| CRGX Cargo Therapeutics Inc. | New | 0.08% | +0.08 |
| PCVX Vaxcyte Inc. | Add +30.3% | 1.04% | +0.05 |
| AXSM Axsome Therapeutics Inc. | New | 0.05% | +0.05 |
| IOBTQ Io Biotech Inc. | New | 0.05% | +0.05 |
| GERN Geron Corp. | Add +38.0% | 0.15% | +0.03 |
| MRK Merck & Co. Inc. | Add +2.1% | 1.63% | +0.02 |
| SMMT Summit Therapeutics Inc. | Add +12.4% | 0.36% | +0.01 |
| SPRY Ars Pharmaceuticals Inc. | Add +7.5% | 0.75% | −0.10 |
| LEGN Legend Biotech Corp.-ADR | Add +9.6% | 0.65% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 82 | $143.3M | CTNM, SI, LLY, UNH, JNJ |
| Q1 2026 | 77 | $120.7M | EVMN, CTNM, SI, LLY, JNJ |
| Q4 2025 | 74 | $124.8M | EVMN, CTNM, LLY, SI, UNH |
| Q3 2025 | 82 | $162.0M | CTNM, LLY, GPCR, ANAB, SI |
| Q2 2025 | 94 | $151.5M | LENZ, LLY, UNH, MLYS, CTNM |
| Q1 2025 | 84 | $128.5M | LENZ, LLY, UNH, MLYS, CTNM |
| Q4 2024 | 86 | $149.8M | LENZ, CTNM, LLY, UNH, GILD |
| Q3 2024 | 90 | $169.3M | LENZ, CTNM, LLY, UNH, GILD |
| Q2 2024 | 97 | $246.1M | LLY, LENZ, CTNM, UNH, MRK |
| Q1 2024 | 92 | $254.4M | LENZ, LLY, BOLD, UNH, MRK |