Sectoral Asset Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Sectoral Asset Management Inc. reported 77 stock positions worth $120.7 million. Its top holding was Evommune (EVMN) at 11.2% of the portfolio, followed by Contineum Therapeutics Class A (CTNM, 7.9%) and Shoulder Innovations (SI, 5.2%). Compared with Q4 2025, it opened 10 new positions, sold out of 7, added to 18 and reduced 47. The biggest buy was Gilead Sciences (GILD, shares +54%) and the biggest sale Eli Lilly (LLY, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001274413
- Portfolio Value
- $120.7M (Q1 2026)
- SEC Filing
- 0001104659-26-062046 ↗ filed May 15, 2026
Holdings Value
Holdings 77 stocks · $120.7M
| EVMN Evommune Inc. | 11.22% | 589,005 | $13.5M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 7.87% | 727,587 | $9.5M | Reduce -9.1% |
| SI Shoulder Innovations Inc. | 5.18% | 430,407 | $6.3M | Reduce -12.6% |
| LLY Eli Lilly & Co. | 4.84% | 6,354 | $5.8M | Reduce -12.7% |
| JNJ Johnson & Johnson | 3.69% | 18,218 | $4.5M | Reduce -10.3% |
| GILD Gilead Sciences Inc. | 3.42% | 27,490 | $4.1M | Add +53.7% |
| UNH Unitedhealth Group Inc. | 3.35% | 14,957 | $4.0M | Add +10.0% |
| AMGN Amgen Inc. | 2.91% | 9,210 | $3.5M | Reduce -29.5% |
| VRTX Vertex Pharmaceuticals Inc. | 2.86% | 7,007 | $3.5M | Reduce -12.5% |
| INSM Insmed Inc. | 2.80% | 19,668 | $3.4M | Add +75.9% |
| ARGX Argenx SE - ADR | 2.27% | 3,564 | $2.7M | Add +23.1% |
| ABBV Abbvie Inc. | 2.20% | 12,200 | $2.7M | Reduce -27.4% |
| ABT Abbott Laboratories | 2.18% | 25,578 | $2.6M | Add +8.8% |
| MRK Merck & Co. Inc. | 2.14% | 21,480 | $2.6M | Add +0.4% |
| REGN Regeneron Pharmaceuticals | 2.06% | 2,919 | $2.5M | Reduce -21.4% |
| ISRG Intuitive Surgical Inc. | 2.00% | 5,250 | $2.4M | Add +8.3% |
| BSX Boston Scientific Corp. | 1.81% | 34,780 | $2.2M | Add +25.9% |
| BNTX Biontech SE-ADR | 1.69% | 22,164 | $2.0M | Add +28.7% |
| SYK Stryker Corp. | 1.60% | 5,874 | $1.9M | Reduce -10.3% |
| DHR Danaher Corp. | 1.51% | 9,597 | $1.8M | Reduce -9.3% |
| TMO Thermo Fisher Scientific Inc. | 1.43% | 3,508 | $1.7M | Reduce -10.1% |
| DXCM Dexcom Inc. | 1.21% | 23,231 | $1.5M | Reduce -19.1% |
| IQV Iqvia Holdings Inc. | 1.17% | 8,307 | $1.4M | New |
| SMMT Summit Therapeutics Inc. | 1.16% | 69,615 | $1.4M | Reduce -12.6% |
| EW Edwards Lifesciences Corp. | 1.15% | 17,338 | $1.4M | Add +0.5% |
| BMY Bristol-Myers Squibb Co. | 1.06% | 21,150 | $1.3M | New |
| UTHR United Therapeutics Corp. | 0.95% | 1,710 | $1.1M | Reduce -0.8% |
| VERA Vera Therapeutics Inc. | 0.90% | 25,573 | $1.1M | Reduce -30.6% |
| RCUS Arcus Biosciences Inc. | 0.86% | 45,070 | $1.0M | Reduce -20.9% |
| ROIV Roivant Sciences Ltd. | 0.84% | 32,500 | $1.0M | Reduce -28.3% |
| MDT Medtronic PLC | 0.80% | 11,100 | $962K | New |
| TRVI Trevi Therapeutics Inc. | 0.78% | 74,446 | $939K | Reduce -11.6% |
| COGT Cogent Biosciences Inc. | 0.75% | 22,140 | $902K | Reduce -32.3% |
| MLYS Mineralys Therapeutics Inc. | 0.74% | 31,618 | $895K | Reduce -0.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.72% | 2,310 | $864K | Reduce -22.7% |
| TARS Tarsus Pharmaceuticals Inc. | 0.71% | 11,272 | $852K | Reduce -23.5% |
| RAPP Rapport Therapeutics Inc. | 0.69% | 25,421 | $835K | Reduce -34.7% |
| NKTR Nektar Therapeutics | 0.68% | 10,851 | $821K | Reduce -19.5% |
| SNDX Syndax Pharmaceuticals Inc. | 0.65% | 31,680 | $787K | Reduce -48.2% |
| ARDX Ardelyx Inc. | 0.65% | 122,394 | $781K | New |
| PFE Pfizer Inc. | 0.64% | 27,500 | $772K | Add +1.3% |
| BOLD Boundless Bio Inc. | 0.62% | 678,574 | $746K | No change |
| ASND Ascendis Pharma A/S | 0.60% | 2,800 | $728K | Reduce -13.9% |
| AVBP Arrivent Biopharma Inc. | 0.60% | 30,013 | $720K | Reduce -21.5% |
| GPCR Structure Therapeutics Inc. | 0.59% | 14,102 | $711K | Reduce -40.9% |
| IMTX Immatics NV | 0.57% | 66,830 | $693K | Add +6.0% |
| BBIO Bridgebio Pharma Inc. | 0.57% | 8,100 | $687K | Reduce -27.5% |
| SPRY Ars Pharmaceuticals Inc. | 0.56% | 79,150 | $677K | Add +165.6% |
| ONC Beone Medicines Ltd.-ADR | 0.52% | 1,870 | $631K | Reduce -29.8% |
| TECX Tectonic Therapeutic Inc. | 0.52% | 19,059 | $628K | Reduce -54.9% |
| IONS Ionis Pharmaceuticals Inc. | 0.51% | 7,200 | $617K | Reduce -13.9% |
| BMRN Biomarin Pharmaceutical Inc. | 0.50% | 9,450 | $607K | Reduce -13.1% |
| KURA Kura Oncology Inc. | 0.50% | 71,480 | $606K | Add +32.1% |
| PRVA Privia Health Group Inc. | 0.46% | 27,136 | $558K | Add +4.4% |
| CYTK Cytokinetics Inc. | 0.45% | 7,300 | $545K | Add +23.9% |
| PTCT PTC Therapeutics Inc. | 0.43% | 6,650 | $515K | Reduce -13.8% |
| QURE Uniqure NV | 0.41% | 29,245 | $499K | Reduce -4.4% |
| AGMB Agomab Therapeutics NV | 0.40% | 43,500 | $477K | New |
| ALHC Alignment Healthcare Inc. | 0.39% | 26,911 | $474K | Reduce -14.6% |
| HNGE Hinge Health Inc. Class A | 0.39% | 12,244 | $472K | Reduce -13.8% |
| RDNT Radnet Inc. | 0.37% | 7,999 | $447K | Reduce -27.3% |
| RPRX Royalty Pharma PLC Class A | 0.33% | 7,200 | $394K | Reduce -15.0% |
| BIIB Biogen Inc. | 0.32% | 1,850 | $386K | Reduce -14.2% |
| INSP Inspire Medical Systems Inc. | 0.31% | 7,225 | $373K | Add +0.3% |
| JAZZ Jazz Pharmaceuticals PLC | 0.31% | 1,750 | $371K | Reduce -14.6% |
| NBIX Neurocrine Biosciences Inc. | 0.28% | 2,300 | $344K | Reduce -14.0% |
| ORIC Oric Pharmaceuticals Inc. | 0.28% | 23,500 | $333K | Add +4.5% |
| OMDA Omada Health Inc. | 0.27% | 25,620 | $322K | Reduce -29.8% |
| ABVX Abivax SA-ADR | 0.25% | 2,340 | $298K | New |
| ILMN Illumina Inc. | 0.25% | 2,132 | $296K | Reduce -13.8% |
| AXSM Axsome Therapeutics Inc. | 0.24% | 1,500 | $290K | Reduce -13.8% |
| INCY Incyte Corp. | 0.21% | 2,350 | $254K | Reduce -14.6% |
| MRNA Moderna Inc. | 0.21% | 4,350 | $248K | Reduce -13.1% |
| MEDP Medpace Holdings Inc. | 0.19% | 430 | $228K | New |
| GH Guardant Health Inc. | 0.17% | 1,980 | $206K | New |
| RVMD Revolution Medicines Inc. | 0.17% | 1,830 | $202K | New |
| PALI Palisade Bio Inc. | 0.14% | 88,000 | $172K | New |
Portfolio Sells Q4 2025 → Q1 2026
| LLY Eli Lilly & Co. | Reduce -12.7% | 4.84% | −1.43 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −1.12 |
| ABBV Abbvie Inc. | Reduce -27.4% | 2.20% | −0.88 |
| GPCR Structure Therapeutics Inc. | Reduce -40.9% | 0.59% | −0.74 |
| VTYX Ventyx Biosciences Inc. | Sold out | 0.00% | −0.70 |
| VERA Vera Therapeutics Inc. | Reduce -30.6% | 0.90% | −0.60 |
| LENZ Lenz Therapeutics Inc. | Sold out | 0.00% | −0.55 |
| AMGN Amgen Inc. | Reduce -29.5% | 2.91% | −0.52 |
| FOLD Amicus Therapeutics Inc. | Sold out | 0.00% | −0.49 |
| CARL Carlsmed Inc. | Sold out | 0.00% | −0.47 |
| SI Shoulder Innovations Inc. | Reduce -12.6% | 5.18% | −0.46 |
| DHR Danaher Corp. | Reduce -9.3% | 1.51% | −0.43 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.1% | 1.43% | −0.38 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -48.2% | 0.65% | −0.38 |
| DXCM Dexcom Inc. | Reduce -19.1% | 1.21% | −0.32 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -23.5% | 0.71% | −0.26 |
| RDNT Radnet Inc. | Reduce -27.3% | 0.37% | −0.26 |
| RAPP Rapport Therapeutics Inc. | Reduce -34.7% | 0.69% | −0.26 |
| SYK Stryker Corp. | Reduce -10.3% | 1.60% | −0.25 |
| REGN Regeneron Pharmaceuticals | Reduce -21.4% | 2.06% | −0.24 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -22.7% | 0.72% | −0.24 |
| RCUS Arcus Biosciences Inc. | Reduce -20.9% | 0.86% | −0.23 |
| TEM Tempus AI Inc. Class A | Sold out | 0.00% | −0.21 |
| OMDA Omada Health Inc. | Reduce -29.8% | 0.27% | −0.19 |
| TECX Tectonic Therapeutic Inc. | Reduce -54.9% | 0.52% | −0.19 |
| COGT Cogent Biosciences Inc. | Reduce -32.3% | 0.75% | −0.18 |
| MLYS Mineralys Therapeutics Inc. | Reduce -0.0% | 0.74% | −0.18 |
| QURE Uniqure NV | Reduce -4.4% | 0.41% | −0.17 |
| MDGL Madrigal Pharmaceuticals Inc. | Sold out | 0.00% | −0.16 |
| HNGE Hinge Health Inc. Class A | Reduce -13.8% | 0.39% | −0.14 |
| ONC Beone Medicines Ltd.-ADR | Reduce -29.8% | 0.52% | −0.13 |
| BBIO Bridgebio Pharma Inc. | Reduce -27.5% | 0.57% | −0.12 |
| ALHC Alignment Healthcare Inc. | Reduce -14.6% | 0.39% | −0.11 |
| TRVI Trevi Therapeutics Inc. | Reduce -11.6% | 0.78% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -12.5% | 2.86% | −0.05 |
| PTCT PTC Therapeutics Inc. | Reduce -13.8% | 0.43% | −0.04 |
| AVBP Arrivent Biopharma Inc. | Reduce -21.5% | 0.60% | −0.02 |
| NBIX Neurocrine Biosciences Inc. | Reduce -14.0% | 0.28% | −0.02 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -13.9% | 0.51% | −0.02 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -13.1% | 0.50% | −0.02 |
| ILMN Illumina Inc. | Reduce -13.8% | 0.25% | −0.01 |
| AXSM Axsome Therapeutics Inc. | Reduce -13.8% | 0.24% | −0.01 |
| INCY Incyte Corp. | Reduce -14.6% | 0.21% | −0.01 |
| BIIB Biogen Inc. | Reduce -14.2% | 0.32% | +0.02 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -14.6% | 0.31% | +0.03 |
| SMMT Summit Therapeutics Inc. | Reduce -12.6% | 1.16% | +0.04 |
| ASND Ascendis Pharma A/S | Reduce -13.9% | 0.60% | +0.05 |
| ROIV Roivant Sciences Ltd. | Reduce -28.3% | 0.84% | +0.05 |
| RPRX Royalty Pharma PLC Class A | Reduce -15.0% | 0.33% | +0.06 |
| MRNA Moderna Inc. | Reduce -13.1% | 0.21% | +0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| GILD Gilead Sciences Inc. | Add +53.7% | 3.42% | +1.66 |
| INSM Insmed Inc. | Add +75.9% | 2.80% | +1.24 |
| IQV Iqvia Holdings Inc. | New | 1.17% | +1.17 |
| BMY Bristol-Myers Squibb Co. | New | 1.06% | +1.06 |
| MDT Medtronic PLC | New | 0.80% | +0.80 |
| ARDX Ardelyx Inc. | New | 0.65% | +0.65 |
| AGMB Agomab Therapeutics NV | New | 0.40% | +0.40 |
| BNTX Biontech SE-ADR | Add +28.7% | 1.69% | +0.38 |
| MRK Merck & Co. Inc. | Add +0.4% | 2.14% | +0.33 |
| ARGX Argenx SE - ADR | Add +23.1% | 2.27% | +0.32 |
| SPRY Ars Pharmaceuticals Inc. | Add +165.6% | 0.56% | +0.28 |
| ABVX Abivax SA-ADR | New | 0.25% | +0.25 |
| MEDP Medpace Holdings Inc. | New | 0.19% | +0.19 |
| GH Guardant Health Inc. | New | 0.17% | +0.17 |
| RVMD Revolution Medicines Inc. | New | 0.17% | +0.17 |
| CYTK Cytokinetics Inc. | Add +23.9% | 0.45% | +0.15 |
| PALI Palisade Bio Inc. | New | 0.14% | +0.14 |
| ORIC Oric Pharmaceuticals Inc. | Add +4.5% | 0.28% | +0.13 |
| PFE Pfizer Inc. | Add +1.3% | 0.64% | +0.10 |
| KURA Kura Oncology Inc. | Add +32.1% | 0.50% | +0.05 |
| IMTX Immatics NV | Add +6.0% | 0.57% | +0.04 |
| EW Edwards Lifesciences Corp. | Add +0.5% | 1.15% | −0.03 |
| PRVA Privia Health Group Inc. | Add +4.4% | 0.46% | −0.03 |
| ABT Abbott Laboratories | Add +8.8% | 2.18% | −0.18 |
| ISRG Intuitive Surgical Inc. | Add +8.3% | 2.00% | −0.20 |
| INSP Inspire Medical Systems Inc. | Add +0.3% | 0.31% | −0.22 |
| UNH Unitedhealth Group Inc. | Add +10.0% | 3.35% | −0.24 |
| BSX Boston Scientific Corp. | Add +25.9% | 1.81% | −0.30 |
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 |